P-20 Council Cape Girardeau, Mo July 17, 2009 Ed Morrison Linda Fowler Purdue Center For Regional Development
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P-20 Council Cape Girardeau, MO July 17, 2009 Ed Morrison Linda Fowler Purdue Center for Regional Development
‣ Strategic Doing in a Nutshell ‣ Organizing a Strategy ‣ Strategic Doing and Strategic Outcomes
‣ Initiatives and SMART Goals ‣ Strategic Action Plan, alpha version
‣ Next Steps in the Strategic Doing Process
Strategy answers two questions: 1. Where are we going? 2. How will we get there? Strategy has never been more important, but how we develop and implement strategy has changed dramatically in the past decade. Why? The emergence of networks.
We are in the midst of a profound shift from our Grandfather’s economy to our Grandchildren’s economy.
Most of us were born somewhere in here
QuickTimeª and a decompressor are needed to see this picture.
Welcome to out Grandchildren’s Economy
QuickTimeª and a decompressor are needed to see this picture.
Our Grandfather’s education system does not work wel for our Grandchildren’s economy...We need new ways to think and act strategically. That’s what the P-20 Council is all about
Traditional strategic planning evolved to handle the complexities of managing large hierarchies...like the military and Fortune 500 companies in out Grandfather’s economy A small group at the top did the thinking
A larger group at the bottom did the doing
As organizations have become more networked, older strategic planning models do not work so well. The reason: There is no top or bottom to a network.
When we move toward networks, we need new approaches to strategy...where there is no separation of thinking from doing
Strategic Doing is a discipline to enable teams of people to do complex projects in these open networks
Strategic Doing requires us to think dynamically...No small group can impose strategies
No regional strategy: People and organizations work in Strategic Planning: isolation trying their A few people try to best sort it all out (but it Strategic Doing: does not work) A continuous process of aligning, linking and leveraging
With Strategic Doing, leaders guide open conversations to translate ideas into action...
Key Insight: People move in the direction of their conversations
How What What What will should could will we learn we weStrategic do do together? together? together? Doing
is simple, but not easy. It takes practice to keep focused on four key questions...
Strategic Doing begins when a core team of people agrees to take responsibility for the Strategic Doing process... The Core Group agrees to use a Strategic Doing process to produce and update a Strategic Action Plan
The Core Team identifies focus areas of opportunities to produce dramatically better results....
Within each focus area, teams start with initiatives or projects
he process of shaping a strategy is continuous
30 Days
The team starts with Strategic Action Plan Version 1.0, then 1.1, then 1.2 and so on...
1.0
1.1
1.2
1.3
Strategic Doing is not that much different than planning a family vacation
In hours, Strategic Doing generates all the components you need for a Strategic Action Plan to guide innovative collaborations. Strategic Doing is fast, flexible, and (surprisingly) fun.
A superintendent masters Strategic Doing in Twin Falls, Idaho
QuickTimeª and a 3ivx MPEG-4 5.0.3 decompressor are needed to see this picture.
Strategic Doing generates “link and leverage” strategies
Strategic Doing produces alignments , links and leverage A great example...The new Water Council in SE Wisconsin
Water, Water, Water, … Public Sector DNR
Water Council
UNDP
UW-Madison
Miller Coors
• Filtering & purification
• Water reuse & softening • Phosphate & radium removal
Treatment/ Processing/ Softening
Sanitarie • Wastewater treatment design
Analysis/ Measuring/ Control
Processing/Treatment
Bioscience
•Municipal wastewater treatment
Fluid Transport/ Civil & Ind. Engr.
•Industrial wastewater treatment
Detection
Badger Meter Pumps/ Valves/ Components
• Water heaters
Consumer Products
Monitoring/Detection WATER Inst. Materials
Chem & Biosci School of Freshwater Science
UWM
CEAS
Fall River
AO Smith
–Farm manure, food processing waste, metals–PCBs in sewer pieps –Utilizing sewer sludge –Desalinzation –Radium in ground water •Residential Water Treatment –Pharmaceuticals –Residential water treatment, home filtration –Phosphate –Residential Water softening without salt
• • • • •
Flygt • pumps
• Water meters • Meter reading systems
•Reverse Osmosis •Softening •Ships ballast - treatment •Treatment targets
–Storm water treatment –Reduced use of chemicals
Thermo Fisher Scientific
AquaSensors
Procorp
Water User
Energy/Efficiency
ITT
Pentair
• Intake quality, output quality • Energy consumption
Algae control (& exploitation) Removal of PCBs from lakes & rivers Storm water containment, Road salt Ship’s ballast – policy/enforcement Aquaculture • Ethanol production efficiency Lake Michigan contamination • Tar sands water treatment Policy issues – metering/incentives • Elimination of boiler scaling • Increasing brewing efficiency • Increased efficiency of water heating • Speeding treatment for large volumes • Increasing treatment efficiency
GE
Advanced Chemical Systems • Ind. wastewater treatment
• Water treatment equipment
Utilities
Environmental
Siemens
Great Lakes Water
• Water utilities
Opportunities
Marquette
Bucyrus
Joy
Veolia
MMSD
• • • • • • • •
Municipalities
• Engineering services
Federal Government
M7/GMC
City of Milwaukee
Private Sector
CH2MHILL
Kohler
Water security Real time monitoring User detection systems Real time sensing for life forms Pharmaceuticals
• Faucets • Materials, coatings, plating • Casting technology
DOE
Funds
Physics Fluid Power
Academic Institutions
NSF
MSOE Rapid Proto Center
DoD
NIH EPA NOAA/DOC © 2008, Brian D. Thompson, UWM Research Foundation
Foundations
International Partners 24
Greater Milwaukee Foundation
Interior USDA
Funding Agencies
World Bank 10/6/08
Water, Water, Water, … Public Sector
• Engineering services
Federal Government
UNDP
DNR
• • • • • • • •
Municipalities
UW-Madison
Miller Coors
• Burlage – PCR environmental test
Marquette
• Shangping Xu – safe drinking• • water • • • • • •
•Municipal wastewater treatment
Li, Jin – pollutant transport modeling Bravo, Hector – hydraulic modeling Christensen, Erik – pollutants in water Amano, Ryoichi - CFD Pillia, Krisna – porous media modeling Kevin Renken- mass transfer Sobolvev – biproducts utilization Doug Cherkauer – groundwater hydrology
•Industrial wastewater treatment
• Wastewater treatment design
Analysis/ Measuring/ Control
Detection
• Joe Aldstadt – analytical methods • Peter Geissinger – detection • Alan Schwabacher– pharmaceuticals in water
• • • • •
Materials
Flygt • pumps
• Water meters • Meter reading systems
Pumps/ Valves/ Components
Fall River
AO Smith • Water heaters
Consumer Products
Monitoring/Detection
• Chen, Junhong – nano materials, sensors
Chem & Biosci
Badger Meter
–Farm manure, food processing waste, metals–PCBs in sewer pieps –Utilizing sewer sludge –Desalinzation –Radium in ground water •Residential Water Treatment –Pharmaceuticals –Residential water treatment, home filtration –Phosphate –Residential Water softening without salt
• Jim Waples – water aging • Tom Consi – aquatic robots • Tom Grundle - harbors
UWM
Sanitarie
•Reverse Osmosis •Softening •Ships ballast - treatment •Treatment targets
–Storm water treatment –Reduced use of chemicals
Fluid Transport/ Civil & Ind. Engr.
WATER Inst.
School of Freshwater Science
• Water reuse & softening • Phosphate & radium removal
Treatment/ Processing/ Softening
Thermo Fisher Scientific
AquaSensors
Procorp
Processing/Treatment
Bioscience
• Carmen Aguilar – microbiology • David Petering –metal metabolism • Val Klump • Tim Ehlinger – aquatic systems
• Filtering & purification
Water User
Energy/Efficiency
ITT
Pentair
• Intake quality, output quality • Energy consumption
Algae control (& exploitation) Removal of PCBs from lakes & rivers Storm water containment, Road salt Ship’s ballast – policy/enforcement Aquaculture • Ethanol production efficiency Lake Michigan contamination • Tar sands water treatment Policy issues – metering/incentives • Elimination of boiler scaling • Increasing brewing efficiency • Increased efficiency of water heating • Speeding treatment for large volumes • Increasing treatment efficiency
GE
Advanced Chemical Systems • Ind. wastewater treatment
• Water treatment equipment
Utilities
Environmental
Siemens
Great Lakes Water
• Water utilities
Opportunities
Water Council
Bucyrus
Joy
Veolia
MMSD
M7/GMC
City of Milwaukee
Private Sector
CH2MHILL
Kohler
Water security Real time monitoring User detection systems Real time sensing for life forms Pharmaceuticals
• Faucets • Materials, coatings, plating • Casting technology
• Rohatgi, Pradeep – adv. castings, lightweight, lead-free • Aita, Carolyn – advanced coatings • Gong, Sarah – polymer materials
CEAS
DOE
Funds
Physics Fluid Power
Academic Institutions Partnerships • Sponsored Research Proj. • Shared equipment • Graduates • Workforce training • Subcontractor/supplier • Extramural grant support • Philanthropic support
NSF
MSOE Rapid Proto Center
DoD
NIH Cluster Effects • Shared resources/equipment • Collaborative grants • Improved competitiveness • Translational science
© 2008, Brian D. Thompson, UWM Research Foundation
Foundations
EPA NOAA/DOC
International Partners 25
Greater Milwaukee Foundation
Interior USDA
Funding Agencies
World Bank 10/6/08
Strategic Doing produces a swarm of innovations Gorilla innovation
Swarm innovation
Strategic Doing in a nutshell
QuickTimeª and a mpeg4 decompressor are needed to see this picture.
QuickTimeª and a 3ivx MPEG-4 5.0.3 decompressor are needed to see this picture.
‣ Strategic Doing in a Nutshell ‣ Organizing a Strategy ‣ Strategic Doing and Strategic Outcomes
‣ Initiatives and SMART Goals ‣ Strategic Action Plan, alpha version
‣ Next Steps in the Strategic Doing Process
Define one to four areas of Strategic Focus: These become the chapters in your Strategic Action Plan
Decide on a process of coming back together in 30 to 90 days to evaluate your progress and make adjustments
For each area of Strategic Focus, draft at least one Strategic Outcome
For each Strategic Outcome define one Strategic Initiative (project) with SMART goals to achieve your outcome
For each initiative, define a clear action plan to define who will do what by when. 4 30
Each team in a Strategic Doing session needs a knowledge keeper...A person who records insights, patterns, action steps, commitments
25 people X $100 per hour X 8 hours = $20,000
Organize your strategy around Strategic Focus Areas and teams
‣ Strategic Doing in a Nutshell ‣ Organizing a Strategy ‣ Strategic Doing and Strategic Outcomes
‣ Initiatives and SMART Goals ‣ Strategic Action Plan, alpha version
‣ Next Steps in the Strategic Doing Process
How What What What will should could will we learn Strategic Doing we wedo do together? together? together?
practice...
is simple, but not easy. It takes
Here’s an example of a worksheet to connect assets to opportunities from a Strategic Doing Pack What are the assets you can contribute or share?
What are the Who are the partners opportunities we see that could be engaged when we connect these in this opportunity? assets?
Example: Network of professionals committed to youth initiatives
Example Opportunity 1: WIB, 3 key service We could conduct monthly providers, the community webinars to inform us of college the innovations taking place in the region. Opportunity 2: We could WIB, library system, create weekly forums to community college keep people informed and build our networks...
As we connect assets, we notice something strange starts to happen... The “network effect” takes hold...
How What What What will should could will we learn We next need we wedo do together? together? together?
focus
to make strategic decisions and
What should we do together? (Critical steps to creating a focus) Pick something transformative..not just something you are already doing...Pick something that you can do together that you cannot just do alone
Define a big outcome with 3 characteristics What will people be doing? And how will they be doing it? What does success look like? Where do you want to be in 3 years?
Here’s a worksheet for defining characteristics of an outcome...As we define outcomes clearly, sensible metrics emerge What does success look like?
Define 3 Define a way to characteristics of your measure this Outcome characteristic
Example: Creating a nationally recognized workforce summit that regularly pushes innovative initiatives to address the challenges of at-risk youth.
Characteristic 1: Active on-line community of innovators
Metric 1: Number of people engaged in our on-line network
Characteristic 2: Strategy teams that engage at-risk youth as members Characteristic 3: Example: Regular webcasts
Metric 2: Number of atrisk youth participating in our strategy sessions Metric 3: Number of webcasts; total number of webcast participants
‣ Strategic Doing in a Nutshell ‣ Organizing a Strategy ‣ Strategic Doing and Strategic Outcomes
‣ Initiatives and SMART Goals ‣ Strategic Action Plan, alpha version
‣ Next Steps in the Strategic Doing Process
Here’s a worksheet for SMART Goals to define an initiative Describe your initiative:
Define 3 SMART Goals
We will do this....
For this project by this date.... What are you going Example: to do to achieve September 2009 your outcome?
We convene a core team of professionals in the region engaged with at-risk youth to complete budget and agenda for summit
December 2009
Complete funding
March 2010
Launch summit
‣ Strategic Doing in a Nutshell ‣ Organizing a Strategy ‣ Strategic Doing and Strategic Outcomes
‣ Initiatives and SMART Goals ‣ Strategic Action Plan, alpha version
‣ Next Steps in the Strategic Doing Process
How What What What will should could will we learn we weNext, do do together? together? together? we need
to make transparent commitments
Here’s a worksheet for an Action Plan Action Steps: To move our project forward over the next 30 days, we will take these action steps:
Date: Questions? Contact:
Responsible:
By When:
‣ Strategic Doing in a Nutshell ‣ Organizing a Strategy ‣ Strategic Doing and Strategic Outcomes
‣ Initiatives and SMART Goals ‣ Strategic Action Plan, alpha version
‣ Next Steps in the Strategic Doing Process
How What What What will should could will we learn Finally, we we wedo do together? together? together?
need a clear process for learning together “what works”...
How will we learn together? (Critical steps to learning together) 1. Capture your Strategic Doing Pack on the web 2. Plan the next face-to-face meeting for revisions
1.0
1.1
1.2
1.3
Here’s a worksheet for the Learning Process Key elements of our Learning Process: Who will compile notes from the Strategic Doing session? Who will post these notes to the web? Where, how and by when? What is the plan for the group to come back together to revise the Strategic Action Plan and continue the learning process? What other steps can we take to keep connected and expand our network?
Answers:
Strategic Doing is like paddling a kayak in the ocean
The task requires quick strategic assessments and continuous “doing”
Key Points: •Manage complexity with simplicity •Define clear strategic outcomes •Guide the conversations toward your outcomes
•Close triangles •Mark your path with SMART Goals •Draw maps to guide people •Paddle, pick your head up, then paddle some more
•Use metrics to learn •Create a safe civic space •Don’t argue with the soreheads •Remember that everyone is watching their own movie
•Go slow to go fast •Focus on “What’s next?” •Press on, regardless
To learn more about Strategic Doing, visit http://strategicdoing.net or contact Ed Morrison [email protected] Linda Fowler [email protected] Peggy Hosea [email protected]
P-20 Council Cape Girardeau, MO July 17, 2009 Ed Morrison Linda Fowler Purdue Center for Regional Development
‣ Strategic Doing in a Nutshell ‣ Organizing a Strategy ‣ Strategic Doing and Strategic Outcomes
‣ Initiatives and SMART Goals ‣ Strategic Action Plan, alpha version
‣ Next Steps in the Strategic Doing Process
Strategy answers two questions: 1. Where are we going? 2. How will we get there? Strategy has never been more important, but how we develop and implement strategy has changed dramatically in the past decade. Why? The emergence of networks.
We are in the midst of a profound shift from our Grandfather’s economy to our Grandchildren’s economy.
Most of us were born somewhere in here
QuickTimeª and a decompressor are needed to see this picture.
Welcome to out Grandchildren’s Economy
QuickTimeª and a decompressor are needed to see this picture.
Our Grandfather’s education system does not work wel for our Grandchildren’s economy...We need new ways to think and act strategically. That’s what the P-20 Council is all about
Traditional strategic planning evolved to handle the complexities of managing large hierarchies...like the military and Fortune 500 companies in out Grandfather’s economy A small group at the top did the thinking
A larger group at the bottom did the doing
As organizations have become more networked, older strategic planning models do not work so well. The reason: There is no top or bottom to a network.
When we move toward networks, we need new approaches to strategy...where there is no separation of thinking from doing
Strategic Doing is a discipline to enable teams of people to do complex projects in these open networks
Strategic Doing requires us to think dynamically...No small group can impose strategies
No regional strategy: People and organizations work in Strategic Planning: isolation trying their A few people try to best sort it all out (but it Strategic Doing: does not work) A continuous process of aligning, linking and leveraging
With Strategic Doing, leaders guide open conversations to translate ideas into action...
Key Insight: People move in the direction of their conversations
How What What What will should could will we learn we weStrategic do do together? together? together? Doing
is simple, but not easy. It takes practice to keep focused on four key questions...
Strategic Doing begins when a core team of people agrees to take responsibility for the Strategic Doing process... The Core Group agrees to use a Strategic Doing process to produce and update a Strategic Action Plan
The Core Team identifies focus areas of opportunities to produce dramatically better results....
Within each focus area, teams start with initiatives or projects
he process of shaping a strategy is continuous
30 Days
The team starts with Strategic Action Plan Version 1.0, then 1.1, then 1.2 and so on...
1.0
1.1
1.2
1.3
Strategic Doing is not that much different than planning a family vacation
In hours, Strategic Doing generates all the components you need for a Strategic Action Plan to guide innovative collaborations. Strategic Doing is fast, flexible, and (surprisingly) fun.
A superintendent masters Strategic Doing in Twin Falls, Idaho
QuickTimeª and a 3ivx MPEG-4 5.0.3 decompressor are needed to see this picture.
Strategic Doing generates “link and leverage” strategies
Strategic Doing produces alignments , links and leverage A great example...The new Water Council in SE Wisconsin
Water, Water, Water, … Public Sector DNR
Water Council
UNDP
UW-Madison
Miller Coors
• Filtering & purification
• Water reuse & softening • Phosphate & radium removal
Treatment/ Processing/ Softening
Sanitarie • Wastewater treatment design
Analysis/ Measuring/ Control
Processing/Treatment
Bioscience
•Municipal wastewater treatment
Fluid Transport/ Civil & Ind. Engr.
•Industrial wastewater treatment
Detection
Badger Meter Pumps/ Valves/ Components
• Water heaters
Consumer Products
Monitoring/Detection WATER Inst. Materials
Chem & Biosci School of Freshwater Science
UWM
CEAS
Fall River
AO Smith
–Farm manure, food processing waste, metals–PCBs in sewer pieps –Utilizing sewer sludge –Desalinzation –Radium in ground water •Residential Water Treatment –Pharmaceuticals –Residential water treatment, home filtration –Phosphate –Residential Water softening without salt
• • • • •
Flygt • pumps
• Water meters • Meter reading systems
•Reverse Osmosis •Softening •Ships ballast - treatment •Treatment targets
–Storm water treatment –Reduced use of chemicals
Thermo Fisher Scientific
AquaSensors
Procorp
Water User
Energy/Efficiency
ITT
Pentair
• Intake quality, output quality • Energy consumption
Algae control (& exploitation) Removal of PCBs from lakes & rivers Storm water containment, Road salt Ship’s ballast – policy/enforcement Aquaculture • Ethanol production efficiency Lake Michigan contamination • Tar sands water treatment Policy issues – metering/incentives • Elimination of boiler scaling • Increasing brewing efficiency • Increased efficiency of water heating • Speeding treatment for large volumes • Increasing treatment efficiency
GE
Advanced Chemical Systems • Ind. wastewater treatment
• Water treatment equipment
Utilities
Environmental
Siemens
Great Lakes Water
• Water utilities
Opportunities
Marquette
Bucyrus
Joy
Veolia
MMSD
• • • • • • • •
Municipalities
• Engineering services
Federal Government
M7/GMC
City of Milwaukee
Private Sector
CH2MHILL
Kohler
Water security Real time monitoring User detection systems Real time sensing for life forms Pharmaceuticals
• Faucets • Materials, coatings, plating • Casting technology
DOE
Funds
Physics Fluid Power
Academic Institutions
NSF
MSOE Rapid Proto Center
DoD
NIH EPA NOAA/DOC © 2008, Brian D. Thompson, UWM Research Foundation
Foundations
International Partners 24
Greater Milwaukee Foundation
Interior USDA
Funding Agencies
World Bank 10/6/08
Water, Water, Water, … Public Sector
• Engineering services
Federal Government
UNDP
DNR
• • • • • • • •
Municipalities
UW-Madison
Miller Coors
• Burlage – PCR environmental test
Marquette
• Shangping Xu – safe drinking• • water • • • • • •
•Municipal wastewater treatment
Li, Jin – pollutant transport modeling Bravo, Hector – hydraulic modeling Christensen, Erik – pollutants in water Amano, Ryoichi - CFD Pillia, Krisna – porous media modeling Kevin Renken- mass transfer Sobolvev – biproducts utilization Doug Cherkauer – groundwater hydrology
•Industrial wastewater treatment
• Wastewater treatment design
Analysis/ Measuring/ Control
Detection
• Joe Aldstadt – analytical methods • Peter Geissinger – detection • Alan Schwabacher– pharmaceuticals in water
• • • • •
Materials
Flygt • pumps
• Water meters • Meter reading systems
Pumps/ Valves/ Components
Fall River
AO Smith • Water heaters
Consumer Products
Monitoring/Detection
• Chen, Junhong – nano materials, sensors
Chem & Biosci
Badger Meter
–Farm manure, food processing waste, metals–PCBs in sewer pieps –Utilizing sewer sludge –Desalinzation –Radium in ground water •Residential Water Treatment –Pharmaceuticals –Residential water treatment, home filtration –Phosphate –Residential Water softening without salt
• Jim Waples – water aging • Tom Consi – aquatic robots • Tom Grundle - harbors
UWM
Sanitarie
•Reverse Osmosis •Softening •Ships ballast - treatment •Treatment targets
–Storm water treatment –Reduced use of chemicals
Fluid Transport/ Civil & Ind. Engr.
WATER Inst.
School of Freshwater Science
• Water reuse & softening • Phosphate & radium removal
Treatment/ Processing/ Softening
Thermo Fisher Scientific
AquaSensors
Procorp
Processing/Treatment
Bioscience
• Carmen Aguilar – microbiology • David Petering –metal metabolism • Val Klump • Tim Ehlinger – aquatic systems
• Filtering & purification
Water User
Energy/Efficiency
ITT
Pentair
• Intake quality, output quality • Energy consumption
Algae control (& exploitation) Removal of PCBs from lakes & rivers Storm water containment, Road salt Ship’s ballast – policy/enforcement Aquaculture • Ethanol production efficiency Lake Michigan contamination • Tar sands water treatment Policy issues – metering/incentives • Elimination of boiler scaling • Increasing brewing efficiency • Increased efficiency of water heating • Speeding treatment for large volumes • Increasing treatment efficiency
GE
Advanced Chemical Systems • Ind. wastewater treatment
• Water treatment equipment
Utilities
Environmental
Siemens
Great Lakes Water
• Water utilities
Opportunities
Water Council
Bucyrus
Joy
Veolia
MMSD
M7/GMC
City of Milwaukee
Private Sector
CH2MHILL
Kohler
Water security Real time monitoring User detection systems Real time sensing for life forms Pharmaceuticals
• Faucets • Materials, coatings, plating • Casting technology
• Rohatgi, Pradeep – adv. castings, lightweight, lead-free • Aita, Carolyn – advanced coatings • Gong, Sarah – polymer materials
CEAS
DOE
Funds
Physics Fluid Power
Academic Institutions Partnerships • Sponsored Research Proj. • Shared equipment • Graduates • Workforce training • Subcontractor/supplier • Extramural grant support • Philanthropic support
NSF
MSOE Rapid Proto Center
DoD
NIH Cluster Effects • Shared resources/equipment • Collaborative grants • Improved competitiveness • Translational science
© 2008, Brian D. Thompson, UWM Research Foundation
Foundations
EPA NOAA/DOC
International Partners 25
Greater Milwaukee Foundation
Interior USDA
Funding Agencies
World Bank 10/6/08
Strategic Doing produces a swarm of innovations Gorilla innovation
Swarm innovation
Strategic Doing in a nutshell
QuickTimeª and a mpeg4 decompressor are needed to see this picture.
QuickTimeª and a 3ivx MPEG-4 5.0.3 decompressor are needed to see this picture.
‣ Strategic Doing in a Nutshell ‣ Organizing a Strategy ‣ Strategic Doing and Strategic Outcomes
‣ Initiatives and SMART Goals ‣ Strategic Action Plan, alpha version
‣ Next Steps in the Strategic Doing Process
Define one to four areas of Strategic Focus: These become the chapters in your Strategic Action Plan
Decide on a process of coming back together in 30 to 90 days to evaluate your progress and make adjustments
For each area of Strategic Focus, draft at least one Strategic Outcome
For each Strategic Outcome define one Strategic Initiative (project) with SMART goals to achieve your outcome
For each initiative, define a clear action plan to define who will do what by when. 4 30
Each team in a Strategic Doing session needs a knowledge keeper...A person who records insights, patterns, action steps, commitments
25 people X $100 per hour X 8 hours = $20,000
Organize your strategy around Strategic Focus Areas and teams
‣ Strategic Doing in a Nutshell ‣ Organizing a Strategy ‣ Strategic Doing and Strategic Outcomes
‣ Initiatives and SMART Goals ‣ Strategic Action Plan, alpha version
‣ Next Steps in the Strategic Doing Process
How What What What will should could will we learn Strategic Doing we wedo do together? together? together?
practice...
is simple, but not easy. It takes
Here’s an example of a worksheet to connect assets to opportunities from a Strategic Doing Pack What are the assets you can contribute or share?
What are the Who are the partners opportunities we see that could be engaged when we connect these in this opportunity? assets?
Example: Network of professionals committed to youth initiatives
Example Opportunity 1: WIB, 3 key service We could conduct monthly providers, the community webinars to inform us of college the innovations taking place in the region. Opportunity 2: We could WIB, library system, create weekly forums to community college keep people informed and build our networks...
As we connect assets, we notice something strange starts to happen... The “network effect” takes hold...
How What What What will should could will we learn We next need we wedo do together? together? together?
focus
to make strategic decisions and
What should we do together? (Critical steps to creating a focus) Pick something transformative..not just something you are already doing...Pick something that you can do together that you cannot just do alone
Define a big outcome with 3 characteristics What will people be doing? And how will they be doing it? What does success look like? Where do you want to be in 3 years?
Here’s a worksheet for defining characteristics of an outcome...As we define outcomes clearly, sensible metrics emerge What does success look like?
Define 3 Define a way to characteristics of your measure this Outcome characteristic
Example: Creating a nationally recognized workforce summit that regularly pushes innovative initiatives to address the challenges of at-risk youth.
Characteristic 1: Active on-line community of innovators
Metric 1: Number of people engaged in our on-line network
Characteristic 2: Strategy teams that engage at-risk youth as members Characteristic 3: Example: Regular webcasts
Metric 2: Number of atrisk youth participating in our strategy sessions Metric 3: Number of webcasts; total number of webcast participants
‣ Strategic Doing in a Nutshell ‣ Organizing a Strategy ‣ Strategic Doing and Strategic Outcomes
‣ Initiatives and SMART Goals ‣ Strategic Action Plan, alpha version
‣ Next Steps in the Strategic Doing Process
Here’s a worksheet for SMART Goals to define an initiative Describe your initiative:
Define 3 SMART Goals
We will do this....
For this project by this date.... What are you going Example: to do to achieve September 2009 your outcome?
We convene a core team of professionals in the region engaged with at-risk youth to complete budget and agenda for summit
December 2009
Complete funding
March 2010
Launch summit
‣ Strategic Doing in a Nutshell ‣ Organizing a Strategy ‣ Strategic Doing and Strategic Outcomes
‣ Initiatives and SMART Goals ‣ Strategic Action Plan, alpha version
‣ Next Steps in the Strategic Doing Process
How What What What will should could will we learn we weNext, do do together? together? together? we need
to make transparent commitments
Here’s a worksheet for an Action Plan Action Steps: To move our project forward over the next 30 days, we will take these action steps:
Date: Questions? Contact:
Responsible:
By When:
‣ Strategic Doing in a Nutshell ‣ Organizing a Strategy ‣ Strategic Doing and Strategic Outcomes
‣ Initiatives and SMART Goals ‣ Strategic Action Plan, alpha version
‣ Next Steps in the Strategic Doing Process
How What What What will should could will we learn Finally, we we wedo do together? together? together?
need a clear process for learning together “what works”...
How will we learn together? (Critical steps to learning together) 1. Capture your Strategic Doing Pack on the web 2. Plan the next face-to-face meeting for revisions
1.0
1.1
1.2
1.3
Here’s a worksheet for the Learning Process Key elements of our Learning Process: Who will compile notes from the Strategic Doing session? Who will post these notes to the web? Where, how and by when? What is the plan for the group to come back together to revise the Strategic Action Plan and continue the learning process? What other steps can we take to keep connected and expand our network?
Answers:
Strategic Doing is like paddling a kayak in the ocean
The task requires quick strategic assessments and continuous “doing”
Key Points: •Manage complexity with simplicity •Define clear strategic outcomes •Guide the conversations toward your outcomes
•Close triangles •Mark your path with SMART Goals •Draw maps to guide people •Paddle, pick your head up, then paddle some more
•Use metrics to learn •Create a safe civic space •Don’t argue with the soreheads •Remember that everyone is watching their own movie
•Go slow to go fast •Focus on “What’s next?” •Press on, regardless
To learn more about Strategic Doing, visit http://strategicdoing.net or contact Ed Morrison [email protected] Linda Fowler [email protected] Peggy Hosea [email protected]
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