Coby Lerner presented "Intro to Scenario Planning" at the 2017 ROI Summit

1. ROI PEER-LED SKILL SESSION
Intro to Scenario Planning
WEDNESDAY, JULY 5, 2017

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welcome!

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10 mins Introduction Overview
20 mins Exploring Scenarios
10 mins Share-out and Evaluation
5 mins Debrief Questions
AGENDA

4. INTRODUCTION TO BRIGHTSPOT | 4
we design engaging
experiences that use
learning to connect
people to a purpose,
a brand, information,
and each other.

5. INTRODUCTION TO BRIGHTSPOT | 5
we partner with
leading corporations,
universities, and
cultural institutions.

6. INTRODUCTION TO BRIGHTSPOT | 6
we guide practical
transformation of
spaces, services, and
organizations.
communicationsservicesorganizationsspaces serorganizationsspaces
research
+ insights
visioning
+ retreats
strategy
+ planning
servicesorganizationscommunications
spaces
organization
services

7. INTRODUCTION TO BRIGHTSPOT | 7
we turn every
experience
into an
opportunity to
learn
balanced
left brain and
right brain
thinking
hands-on
involvement
and facilitated
decision-
making
innovative
and achievable
strategies
and plans
our process combines research,
strategy, and design to implement
change that works.

8. INTRODUCTION TO BRIGHTSPOT | 8
our multidisciplinary
team brings together
diverse professional
skills and backgrounds.
organizational
development
business strategy
service design
architecture
planning
consumer
psychology
anthropology
product design
design research
brand strategy
interior design
industrial
engineering

9. so, how does scenario planning work?

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This activity plans for an uncertain future in
a systematic way by generating hypothetical
scenarios and positioning your organization
within this context.
We then look across the scenarios to weigh
pros and cons and discuss which possible
future most aligns with your ambitions.
Scenario
Organization
Function
Users
Scenario
Organization
Function
Users
Scenario
Organization
Function
Users
Scenario
Organization
Function
Users
SCENARIO PLANNING

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SCENARIO PLANNING: A MINI CASE STUDY
BACKGROUND:
A large federation of museums planning
a coordinated storage facility for their
collections.
TWO KEY QUESTIONS:
1. How broad of a range of activities
should take place here?
2. How much can we share
across museums?

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the facility

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the facility

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MONO

15. let’s give it a try!

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To what extent should the ROI Summit be facilitated through
FORMAL LEARNING vs. INFORMAL LEARNING?
Formal Learning
ROI
Classroom
ROI
Platform
Highly structured, traditional
delivery models (e.g., lectures).
Looser program, emphasis on
peer-to-peer learning.
Informal Learning
Y AXIS: LEARNING STYLE

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To what extent should the content at the ROI Summit focus on
SKILLS-FOCUSED vs. PROBLEM-FOCUSED?
Skills-Focused
ROI
Training
ROI
Challenges
A gathering to
focus on skills
with an emphasis
on personal
development.
A gathering to
tackle big and
abstract ideas,
likely organized
thematically.
Problem-Focused
X AXIS: FOCUS

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SCENARIOS
Formal Learning
Informal Learning
Skills-
Focused
Problem-
Focused
1.
ROI Summit:
BOOTCAMP
4.
ROI Summit:
SKILLS EXPO
2.
ROI Summit:
FORUM
3.
ROI Summit:
HACKATHON
When we cross the axes we have
four scenarios to explore.

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1. BOOTCAMP
Formal Learning /
Skills-Focused
ROI Bootcamp is the most
important conference for learning
cutting edge skills that can jump-
start your next initiative.
4. SKILLS EXPO
Informal Learning /
Skills-Focused
ROI Skills Expo is the most
critical gathering of a community
focused on developing the next
generation of Jewish innovators.
2. FORUM
Formal Learning /
Problem-Focused
ROI Forum is the most valuable
gathering to learn about the most
pressing challenges facing Jews
around the world today.
3. HACKATHON
Informal Learning /
Problem-Focused
ROI Hackathon is the most
exciting event for tackling grand
challenges with peers in a way
that illuminates new solutions.
SCENARIO
NARRATIVES

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PULSE
TAKING
Allocate your dots by placing
them in the quadrants you’re
most excited about. You
can spread them out across
different scenarios or put
them all in one. The location
you place your dot within the
quadrant does not matter.

21. QUESTIONS?

22. THANK YOU!