Participatory Methods in Corporate Foresight: A Systematic Literature Review of Case Studies and Guidelines for Reporting

Jörg M. Delhaes, Ana C. L. Vieira, João F. Pimenta, Mónica D. Oliveira
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Abstract

Case studies developed in real settings are essential to generate insights into Corporate Foresight research, as they provide evidence of the relevance of foresight approaches in practical contexts while inspiring new approaches and applications. Proper reporting of methods used in case study publications is necessary to communicate the results' validity, enable studies' replicability, and learn from practice. A key component of case studies in Corporate Foresight is the design and implementation of participation. Aiming to show how participation has been utilized in the Corporate Foresight field, this study presents a systematic literature review that examines the participatory component of Corporate Foresight case studies published between 2003 and 2023. The review was designed to inform about which contexts have case studies been applied to and which decisions have been supported; which participatory processes and methods have been adopted over time, and whether new processes and methods are being used and shaped by emerging technologies; and whether participatory processes and methods have been documented to enable study replicability and an understanding of participatory processes. For this later purpose, we built a taxonomy to enable analysis of the level of documentation of participation in the reviewed case studies. Results show (i) literature is diverse and growing, but the application of participatory methods is often limited to traditional setups; (ii) few case studies comprehensively describe their participatory component, revealing significant gaps in the documentation required to understand how and why it was designed and implemented. An integrative review helped understand the reasons for these findings and make a case for improving the documentation of participation and exploring the use of novel technologies in Corporate Foresight research. We propose guidelines to help future researchers better document their case studies, enable research replicability, and generate more insights and learnings for future studies.

企业预见中的参与式方法:案例研究和报告指南的系统文献综述
在真实环境中开发的案例研究对于深入了解企业远见研究至关重要,因为它们为远见方法在实际环境中的相关性提供了证据,同时激发了新的方法和应用。对案例研究出版物中使用的方法进行适当的报告是必要的,以传达结果的有效性,使研究具有可重复性,并从实践中学习。企业前瞻案例研究的一个关键组成部分是参与的设计和实施。为了展示参与在企业远见领域是如何被利用的,本研究对2003年至2023年间发表的企业远见案例研究的参与成分进行了系统的文献综述。审查的目的是告知案例研究适用于哪些情况,哪些决定得到了支持;长期以来采用了哪些参与性进程和方法,新兴技术是否正在使用和塑造新的进程和方法;参与性过程和方法是否已被记录,以使研究可复制性和对参与性过程的理解。为了后面的目的,我们构建了一个分类法来分析所审查的案例研究中参与的文档级别。结果表明:(1)文献是多样的和不断增长的,但参与式方法的应用往往限于传统的设置;(ii)很少有案例研究全面描述其参与性组成部分,揭示了了解如何以及为什么设计和实施所需的文件存在重大差距。一项综合综述有助于理解这些发现的原因,并提出了在企业远见研究中改进参与记录和探索新技术使用的案例。我们提出了指导方针,以帮助未来的研究人员更好地记录他们的案例研究,使研究可复制,并为未来的研究产生更多的见解和学习。
本文章由计算机程序翻译,如有差异,请以英文原文为准。
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