A new logical model for futures research

The author argues against traditional logic based on unidirectional causality and classical physics because it has led planners and policy makers to believe that universality and homogeneity are desirable goals for society. Biological and social processes have been shown to thrive on complexity and heterogeneity and this approach to futures research should be developed further.     

A systemic evaluation framework for futures research

Evaluation of futures studies is a topic that has frequently aroused discussion. Futures studies often deal with great societal or strategic business issues, and thus the validity and reliability of the results is of great interest to stakeholders. Existing literature contains discussions of such important issues as ethics of futures studies, the nature of knowledge about the future, and futures methodology, which together contribute to the quality, validity and credibility of futures studies, but discussion on the evaluation of futures studies is more scant.Thus, the main research question that guides our study is: “how should we evaluate futures studies to ensure the reliability and credibility of the results?” We answer the question by deriving a systemic framework for evaluation following the input-process-output schema to ensure that the whole chain from the data to reporting and implementation contributes to the quality and impact of the study.The main contribution is the systemic evaluation framework. The framework will contribute to the evaluation of existing and ongoing studies by offering guidelines for evaluation, and as a net effect, we propose, it will increase the impact of futures studies by making the practices more transparent and thus generating more confidence in the results.     

Metaphors in futures research

This special issue, as might be expected in a networked world, searching for proof that collaboration can work, is edited by four of us. It began with a conversation in 2014 over bland conference food in Helsinki between Osmo Kuusi, Matti Minkkinen and Sohail Inayatullah about the need to highlight metaphors in futures research. We noted that while extensively used, they remain inadequately theorized and lacking mindfulness. Further conversations between Inayatullah and Aleksandra Izgarjan focused the issue. We introduce the special issue with short openings by each one of us, theorizing in a biographical context. These are followed by a summary of the articles, essays, and reports, written by Minkkinen. Our intent is not just to focus on metaphors in futures research, but as well to see futures research as narrative-based itself: as not just describing reality and possibility but creating new worlds, on opening up of shared pathways.     

Views on futures research methodology

Roy Amara identifies new directions for futures research methodology. Emphasis is placed on validation and quality criteria for futures studies, and a set of initial criteria is outlined—plausibility, reproducibility, and explicitness of values and impacts. Such criteria should be guidelines rather than formalistic straightjackets.     

From change to progress: critical spirituality and the futures of futures studies

This paper argues that for futures studies (FS) to have a future that is relevant to current shifts in meaning and consciousness, then it must incorporate into its methods and practices a sense of mystery founded on a critically spiritual sensibility. Critical spirituality redefines rationality and empiricism by including within their framework both the somatic and the meditative as valid and necessary components of any research activity. In the short term this means a shift away from the current Western obsession with change and a stepping back to allow for critical distance in order to understand that it is in the appreciation of progress — a fundamental shift in consciousness to include the spiritual dimensions of human experience — that discourse will emerge to take FS to the heart of civilisational renewal. In allowing for mystery, silence and the meditative empiricism required to access these categories, critical spirituality lessens the gap between thought and action and thus enables truly transformative academic practice to emerge.The idea of progress has been central to the unfolding of the modernist project over the previous century. Yet as the century drew to a close it became increasingly hard to keep faith with the idea in the face of growing disillusionment and the obvious failure of modernism to deliver what people most wanted: happiness born of personal fulfillment. A growing range of voices in the critical futures field have been questioning the assumption that change in material terms equates with progress.These voices fall into four main areas.

• Post modernist and post structuralist thinkers;

• Feminists empowering postmodern discourse with value laden analyses of power;

• Post colonial thinkers with a debt to neo-Marxist and critical theorists;

• Neo-humanist thinkers with an investment in all three of the above, who work from a critically spiritual perspective.

In this paper I am going to argue that a Neo-humanist vision of the futures of Futures Studies is one which will fully engage the human potential by activating a critically spiritual methodology. This is important as many of the tools of futures work are actually intended for use in anticipating and managing change (uncritically) but have little relevance when considering the nature of progress. Those methods and techniques which engage with the less analytic more visionary process of futures are much more relevant to progress because they actively involve the individuals in the act of ‘futures building’ as opposed to ‘futures scanning’.‘Progress’ here is used to mean fundamental change in the consciousness of both the individual and collective mind. It is essentially spiritual and has no clear temporal or spacial restrictions being timeless, or as Joanna Macy would have it, anchored in “deep time” [1]. Change, on the other hand, is very much associated with technical and material movement, having no connection with the inner fabric of the human psyche. There is no appreciation of spirit here, though great attention is paid to gross national product and the latest technical innovation to hit the market.Futures Studies has the potential to be responsive to future human dilemmas. But to be so it will need to make the effort to embrace tools and concepts that lie beyond the narrow pall of academic rationality as it is currently constituted. A greater space is already emerging within the field that not only tolerates but promotes imaginative and creative processes that break down the intellectual prudery of those who are attached to their own discipline and have little capacity to envision beyond narrow and self imposed confines. Thus we find music and song, poetry and story, art and theatre effective vehicles for work on deeper forms of consciousness. Visioning and imaging workshops such as those run by Joanna Macy, Elise Boulding, John Seed and Warren Ziegler (to name but a few) are growing in power and sophistication. Meditation and other reflective practices — the spiritual quest — seeking to plumb the depth of the human soul become relevant when seen within a broadened definition of rationality and research.Clearly futurists need to be able to assess and describe likely changes in the short, medium and long term but their central goal should be to facilitate areas of human endeavor which can benefit from a closer linkage between action, the consciousness that informs and directs the action and the spirit that underwrites the consciousness. Equally clear is the fact that not all futures trends are as relevant to this deeper layer of operation within Futures Studies.     

An agenda for futures research

Is there an identity crisis in futures research ? The author reviews the character of the discipline in the light of its ten years of development and maintains that futures research is empirical, “pre-scientific” and in the category of operations research. The scope for a scientific approach is therefore in forming a coherent methodological body of principles. The author identifies specific tasks in 21 areas, related to data collection, model construction, experimentation, systems analysis, exploratory and normative applications, which seem to him to be particularly in need of such attention.     

Time-scales in futures research and forecasting

In this article a study is presented of the ways in which some well-known futurists have considered time-scales in their central works, looking too at a few frequently applied forecasting methodologies. It is found, that there is obviously yet no common view of the extent of the time ahead meant for the terms future and futures and in using the time-horizon specifications, such as short-term and long-term. A survey of how time-scales are taken note of and presented in individual futures research articles is also given.On the basis of the study and survey made, the conclusions list three recommendations, which could be taken into consideration in futures studies.     

Gendered society, gendered futures research

New fields of research, new approaches and branches of science enrich the scientific world-view and scientific toolbox. Below I employ concepts developed for a newcomer to the domain of science, feminist and women's research, in the field of futures research. The distinction between biological sex and sociocultural gender is a useful conceptual device. The sociocultural woman's or man's role is distinguished from being a biological woman or man. With the help of this distinction feminists have shown that, especially in science, there is a dominant male mode of thinking, which they call ‘the male bias'. The male bias in Western futures research gets its extreme expression in the forecasting approach. There are, though, early efforts to develop ‘female futures research' from practical work with women's futures to theoretical and utopian considerations. The female approach is but an embryo and should be developed further. To begin is to understand the dilemma.     

The problem of values in futures research

Futures research results in one contemporary set of values being elevated above others, and then being imposed upon the future. The imposition comes in the form of plans, which are certain not to harmonise perfectly with the future values, since values fluctuate in time. A three-point approach is proposed for reducing the discrepancy between futurists' values, as expressed in plans, and the values to be found among the eventual subjects of plans.     

Seeking convergence between history and futures research

The objective of this paper is to analyse how much the traditions of history research (HR) and futures research (FR) have in common and how they could assist each other. First, the role of time is analysed. Second, the path dependence theory, strategic decision-making, knowledge management and visionary management are discussed. Examples of the application of the latter in water and sanitation services and their long-term development are shown. Finally, some argumented views are presented on how the convergence between FR and HR could be improved.The key point of this research is the seeming discontinuity between presents, recent pasts and near futures. The traditions of HR probably make it more difficult to assess the effects of strategic decisions on the recent. If more convergence is wanted, the gap should be filled somehow. On the other hand, the core of FR research seems to concentrate more on strategic and visionary horizons while perhaps neglecting the operational horizon of the near future.     

Action research cycles for multiple futures perspectives

This paper focuses on the cyclical and iterative processes of action research and their usefulness in enabling participants in futures work to expand their images of futures. The author has been developing a participatory method of scenario development, based on action research, using cycles within cycles, thus allowing multiple opportunities for reflection and reperception. Because people can find it difficult to perceive their potential futures, to examine possibilities from different angles can clarify problems and help participants develop their reactions to various futures. This paper presents a case study of the new method, working through a series of cycles with a credit union, arguing that a cycles-within-cycles-within-cycles process has the potential to help make explicit the concealed and subconscious forces affecting the future of the participants' social entity.     

Developing an abduction-based method for futures research

Futures research is an established field of knowledge with a wealth of methods and techniques. However, foresight, future outlooks and scenarios are, as a rule, based on inductivist or deductivist methods, making looking into the future a form of conservative projecting of past and present probabilities onto the road of development lying ahead of us. Closed past or present outlooks give birth to open futures, but these futures usually are little more than exercises in organizational learning. In this paper we present and develop a method for futures research that is based on abductive logic. Abduction-based futures research approach proceeds from closed, imaginary future states to alternative, open theoretical frameworks or explanations. Unlike inductivists and deductivists believe, this procedure from the unknown to the known is rational, and therefore something that can be systematized and learned. There is a logic of discovery, and what could be a better place to apply and develop it than futures research.     

The dynamics of volunteer participation in futures research

This article is based on the author's professional experience of using volunteers in a futures research capacity. It focuses on the social, psychological and methodological dynamics of volunteer participation in futures research.     

Mass advertising as social forecast: A proposed method for futures research

This study is an attempt to develop a procedure for anticipating broad sociocultural change by a decade. Data on the fundamental psychological needs of the American people were culled with a content analysis of mass advertising. On the theory that those unsatisfied needs would compel sociocultural change in such a manner as to accommodate them, forecasts were drawn up. A trial forecast of American life in 1970 was substantiated through a content analysis of national news and by means of relevant social statistics. The proposed method was then used to forecast the future of American culture to 1980.     

The changing pattern of futures research in the USA

Although mainly confined to ‘formal’ work in the field, a recent survey of futures research in the United States does show that a considerable number of changes have occurred. There have been major shifts in the orientation and focus of work being done, in the range of disciplines involved, and in the overall relationship of the field to the larger society. However, the earlier assessment¹ and its critical evaluation of the range and content of futures research remains valid in broad outline. The specific differences which emerge from this second study are discussed from several viewpoints.