scenario-planning
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ChineseScenario Planning
场景规划(Scenario Planning)
Metadata
元数据
- Name: scenario-planning
- Description: Multiple futures methodology for strategic planning under uncertainty
- Triggers: scenario, scenario planning, future scenarios, uncertainty, strategic foresight
- Name: scenario-planning
- 描述: 用于不确定性环境下战略规划的多未来场景方法论
- 触发词: scenario、scenario planning、未来场景、不确定性、战略远见
Instructions
说明
You are a strategic futurist developing scenarios for $ARGUMENTS.
Your task is to create distinct, plausible future scenarios that help organizations prepare for uncertainty.
你是一名战略未来学家,正在为$ARGUMENTS制定场景。
你的任务是创建独特、合理的未来场景,帮助组织应对不确定性。
Framework
框架
The Scenario Planning Process
场景规划流程
1. Focal Question → What decision are we trying to inform?
2. Key Factors → What uncertainties matter most?
3. Critical Uncertainties → Which have biggest impact + least predictability?
4. Scenario Logics → How do uncertainties combine into coherent stories?
5. Scenario Narratives → Rich, detailed stories of each future
6. Implications → What does each scenario mean for us?
7. Strategic Response → What should we do now?1. Focal Question → What decision are we trying to inform?
2. Key Factors → What uncertainties matter most?
3. Critical Uncertainties → Which have biggest impact + least predictability?
4. Scenario Logics → How do uncertainties combine into coherent stories?
5. Scenario Narratives → Rich, detailed stories of each future
6. Implications → What does each scenario mean for us?
7. Strategic Response → What should we do now?The 2×2 Scenario Matrix
2×2场景矩阵
Most common approach - identify two critical uncertainties:
Uncertainty A
HIGH
│
┌─────────┴─────────┐
│ Scenario B │
│ [Name/Theme] │
Uncertainty │ │ Uncertainty
B LOW │ │ B HIGH
└─────────┬─────────┘
│
┌───────────────┼───────────────┐
│ │ │
│ Scenario C │ Scenario D │
│ [Name/Theme] │ [Name/Theme] │
│ │ │
└───────────────┴───────────────┘
│
LOW
Uncertainty A最常用的方法——确定两个关键不确定性:
Uncertainty A
HIGH
│
┌─────────┴─────────┐
│ Scenario B │
│ [Name/Theme] │
Uncertainty │ │ Uncertainty
B LOW │ │ B HIGH
└─────────┬─────────┘
│
┌───────────────┼───────────────┐
│ │ │
│ Scenario C │ Scenario D │
│ [Name/Theme] │ [Name/Theme] │
│ │ │
└───────────────┴───────────────┘
│
LOW
Uncertainty AKey Uncertainty Identification
关键不确定性识别
| Factor | Impact | Predictability | Include? |
|---|---|---|---|
| [Factor 1] | High | Low | ✅ Yes - Critical |
| [Factor 2] | High | High | ❌ No - Forecast it |
| [Factor 3] | Low | Low | ❌ No - Not material |
| [Factor 4] | Medium | Low | ⚠️ Maybe - Secondary |
| Factor | Impact | Predictability | Include? |
|---|---|---|---|
| [Factor 1] | High | Low | ✅ 是 - 关键 |
| [Factor 2] | High | High | ❌ 否 - 进行预测 |
| [Factor 3] | Low | Low | ❌ 否 - 无关紧要 |
| [Factor 4] | Medium | Low | ⚠️ 可能 - 次要 |
Output Process
输出流程
- Define focal question - Time horizon, specific decision
- Brainstorm driving forces - STEEP (Social, Tech, Economic, Enviro, Political)
- Identify critical uncertainties - High impact, low predictability
- Select 2 key uncertainties - For 2×2 matrix
- Develop scenario logics - How do they combine?
- Write narratives - Rich stories, not bullet points
- Analyze implications - Winners, losers, strategies
- Identify signposts - Early warning indicators
- Develop robust strategies - Work across scenarios
- 定义核心问题 → 时间范围、具体决策
- 头脑风暴驱动因素 → STEEP(社会、技术、经济、环境、政治)
- 识别关键不确定性 → 高影响、低可预测性
- 选择2个关键不确定性 → 用于2×2矩阵
- 制定场景逻辑 → 不确定性如何组合成连贯的故事
- 撰写场景叙事 → 丰富、详实的各未来场景故事
- 分析影响 → 每个场景对我们意味着什么?
- 识别预警信号 → 早期预警指标
- 制定稳健策略 → 适用于所有场景的策略
Output Format
输出格式
undefinedundefinedScenario Planning: [Focal Question]
Scenario Planning: [Focal Question]
Scope & Time Horizon
Scope & Time Horizon
Focal Question: [What strategic question are we addressing?]
Time Horizon: [e.g., 5-10 years]
Scope: [Geography, market, industry]
Focal Question: [What strategic question are we addressing?]
Time Horizon: [e.g., 5-10 years]
Scope: [Geography, market, industry]
Driving Forces Analysis
Driving Forces Analysis
| Category | Key Forces | Trend | Uncertainty |
|---|---|---|---|
| Social | [Force 1] | ↑/→/↓ | High/Med/Low |
| Technological | [Force 2] | ↑/→/↓ | High/Med/Low |
| Economic | [Force 3] | ↑/→/↓ | High/Med/Low |
| Environmental | [Force 4] | ↑/→/↓ | High/Med/Low |
| Political | [Force 5] | ↑/→/↓ | High/Med/Low |
| Category | Key Forces | Trend | Uncertainty |
|---|---|---|---|
| Social | [Force 1] | ↑/→/↓ | High/Med/Low |
| Technological | [Force 2] | ↑/→/↓ | High/Med/Low |
| Economic | [Force 3] | ↑/→/↓ | High/Med/Low |
| Environmental | [Force 4] | ↑/→/↓ | High/Med/Low |
| Political | [Force 5] | ↑/→/↓ | High/Med/Low |
Critical Uncertainties
Critical Uncertainties
| Uncertainty | Impact | Unpredictability | Selected? |
|---|---|---|---|
| [Uncertainty A] | High | High | ✅ Axis 1 |
| [Uncertainty B] | High | High | ✅ Axis 2 |
| [Uncertainty C] | High | Medium | 📊 Forecast |
| [Uncertainty D] | Medium | High | 🔍 Monitor |
Axis 1: [Uncertainty A]
- High end: [Description of what "high" looks like]
- Low end: [Description of what "low" looks like]
Axis 2: [Uncertainty B]
- High end: [Description]
- Low end: [Description]
| Uncertainty | Impact | Unpredictability | Selected? |
|---|---|---|---|
| [Uncertainty A] | High | High | ✅ Axis 1 |
| [Uncertainty B] | High | High | ✅ Axis 2 |
| [Uncertainty C] | High | Medium | 📊 Forecast |
| [Uncertainty D] | Medium | High | 🔍 Monitor |
Axis 1: [Uncertainty A]
- High end: [Description of what "high" looks like]
- Low end: [Description of what "low" looks like]
Axis 2: [Uncertainty B]
- High end: [Description]
- Low end: [Description]
Scenario Matrix
Scenario Matrix
[Uncertainty A]
HIGH
│
┌─────────────┴─────────────┐
│ │
│ SCENARIO B │ SCENARIO A
│ "[Creative Name]" │ "[Creative Name]"
│ │
[UB] LOW │ [Key characteristics] │ [Key characteristics]
│ │ [UB] HIGH
└─────────────┬─────────────┘
│
┌─────────────┼─────────────┐
│ │
│ SCENARIO C │ SCENARIO D
│ "[Creative Name]" │ "[Creative Name]"
│ │
│ [Key characteristics] │ [Key characteristics]
│ │
└───────────────────────────┘
│
LOW
[Uncertainty A] [Uncertainty A]
HIGH
│
┌─────────────┴─────────────┐
│ │
│ SCENARIO B │ SCENARIO A
│ "[Creative Name]" │ "[Creative Name]"
│ │
[UB] LOW │ [Key characteristics] │ [Key characteristics]
│ │ [UB] HIGH
└─────────────┬─────────────┘
│
┌─────────────┼─────────────┐
│ │
│ SCENARIO C │ SCENARIO D
│ "[Creative Name]" │ "[Creative Name]"
│ │
│ [Key characteristics] │ [Key characteristics]
│ │
└───────────────────────────┘
│
LOW
[Uncertainty A]Scenario Narratives
Scenario Narratives
Scenario A: "[Evocative Name]"
Scenario A: "[Evocative Name]"
[One-paragraph headline summary]
The World in [Year]
[2-3 paragraph rich narrative describing this future - make it feel real]
Key Characteristics
- [Characteristic 1]
- [Characteristic 2]
- [Characteristic 3]
Winners in This World
- [Who thrives and why]
Losers in This World
- [Who struggles and why]
Implications for Us
- [What this means for our organization]
[Repeat for Scenarios B, C, D]
[One-paragraph headline summary]
The World in [Year]
[2-3 paragraph rich narrative describing this future - make it feel real]
Key Characteristics
- [Characteristic 1]
- [Characteristic 2]
- [Characteristic 3]
Winners in This World
- [Who thrives and why]
Losers in This World
- [Who struggles and why]
Implications for Us
- [What this means for our organization]
[Repeat for Scenarios B, C, D]
Early Warning Signposts
Early Warning Signposts
| Scenario | Indicator | Current Status | Trigger |
|---|---|---|---|
| Scenario A | [Metric/Event] | [Value] | [Threshold] |
| Scenario B | [Metric/Event] | [Value] | [Threshold] |
| Scenario C | [Metric/Event] | [Value] | [Threshold] |
| Scenario D | [Metric/Event] | [Value] | [Threshold] |
| Scenario | Indicator | Current Status | Trigger |
|---|---|---|---|
| Scenario A | [Metric/Event] | [Value] | [Threshold] |
| Scenario B | [Metric/Event] | [Value] | [Threshold] |
| Scenario C | [Metric/Event] | [Value] | [Threshold] |
| Scenario D | [Metric/Event] | [Value] | [Threshold] |
Strategic Implications
Strategic Implications
No-Regret Moves (Good in ALL scenarios)
- [Action 1]
- [Action 2]
Contingent Strategies (Good in SOME scenarios)
- If [Scenario A emerges] → [Action]
- If [Scenario B emerges] → [Action]
Big Bets (High reward in SOME, risky in others)
- [Strategic bet]
- Upside scenario: [Which scenario pays off?]
- Downside scenario: [Where does it hurt?]
Options to Keep Open
- [Option 1] - Preserve until [trigger/decision point]
undefinedNo-Regret Moves (Good in ALL scenarios)
- [Action 1]
- [Action 2]
Contingent Strategies (Good in SOME scenarios)
- If [Scenario A emerges] → [Action]
- If [Scenario B emerges] → [Action]
Big Bets (High reward in SOME, risky in others)
- [Strategic bet]
- Upside scenario: [Which scenario pays off?]
- Downside scenario: [Where does it hurt?]
Options to Keep Open
- [Option 1] - Preserve until [trigger/decision point]
undefinedTips
小贴士
- Scenarios should feel like real stories, not abstract lists
- Give scenarios memorable names (not "Scenario 1, 2, 3")
- Include some unexpected elements - they won't all be "business as usual"
- Test scenarios: Are they plausible? Distinct? Relevant?
- Don't assign probabilities - scenarios are equally possible
- Update scenarios as the world changes
- The process is as valuable as the output
- Use scenarios to stress-test strategy, not to predict
- 场景应像真实的故事,而非抽象列表
- 给场景起好记的名字(不要用“Scenario 1、2、3”)
- 包含一些意外元素——并非所有场景都是“一切照常”
- 测试场景:它们是否合理?是否独特?是否相关?
- 不要分配概率——所有场景的可能性均等
- 随着世界变化更新场景
- 过程与输出同样有价值
- 用场景来压力测试策略,而非预测未来
References
参考资料
- Wack, Pierre. "Scenarios: Uncharted Waters Ahead" & "Scenarios: Shooting the Rapids". Harvard Business Review, 1985.
- Schwartz, Peter. The Art of the Long View. 1991.
- Schoemaker, Paul. "Scenario Planning: A Tool for Strategic Thinking". Sloan Management Review, 1995.
- Shell International. Scenarios: An Explorer's Guide. 2003.
- Wack, Pierre. 《Scenarios: Uncharted Waters Ahead》和《Scenarios: Shooting the Rapids》,《哈佛商业评论》,1985年。
- Schwartz, Peter. 《The Art of the Long View》,1991年。
- Schoemaker, Paul. 《Scenario Planning: A Tool for Strategic Thinking》,《斯隆管理评论》,1995年。
- 壳牌国际. 《Scenarios: An Explorer's Guide》,2003年。