Strategic Doing In A Nutshell

Strategic Doing in a Nutshell Minnesota Workforce Council Association Summer Meeting | Duluth, MN Ed Morrison Purdue Center for Regional Development August, 2009

Wednesday, August 12, 2009

Some Preliminaries.... All materials posted on our Strategic Doing website: http://strategicdoing.net Also a MWCA workspace here: http://mwca-open.net

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Are we losing the capacity to think together?

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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

Wednesday, August 12, 2009

Strategic Doing in a nutshell

Wednesday, August 12, 2009

Get prepared to join a group.... 1. Minnesota Workgroup 1 2. Minnesota Workgroup 2 3. Developing Entrepreneurship Networks 4. Accelerating Sustainability 5. Building STEM Education 6. Boosting Educational Attainment 7. Developing Re-engagement Networks 8. Telling Our Stories of Transformation 6 Wednesday, August 12, 2009

Strategic Doing Short Form STRATEGIC FOCUS AREA:

STRATEGIC OUTCOME (May be one of several)

CHARACTERISTIC

CHARACTERISTIC

CHARACTERISTIC

INITIATIVE or PROJECT to achieve the strategic outcome:

HOW DO WE MEASURE and DETERMINE SUCCESS? Metrics should connect with characteristics METRIC 1

METRIC 2

METRIC 3

A REVIEW and FOLLOW UP SESSION is scheduled for DATE: TIME: PLACE:

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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. Wednesday, August 12, 2009

We are in the midst of a profound shift from our Grandfather’s economy to our Grandchildren’s economy. Second Curve: Wealth driven by networks and connections

Most of us were born somewhere in here First Curve: Wealth driven by hierarchical control Source: Ed Morrison

Wednesday, August 12, 2009

Wednesday, August 12, 2009

Welcome to out Grandchildren’s Economy

Wednesday, August 12, 2009

Our Grandfather’s education system does not work well for our Grandchildren’s economy...We need new ways to think and act strategically. That’s what today is all about... 70% to 80% of the jobs are above the line 20% to 30% of young people stay above the line

4 Years of College 2 Years of College

K through 12

Career

Certifications No career plan Weak skills Dropouts

$10.00 per hour

Entry level

Dependency Cycle

Wednesday, August 12, 2009

Working poor

No easy way for the working poor to escape

20% to 30% of the jobs are below the line 70% to 80% of young people fall below the line

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

Wednesday, August 12, 2009

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.

Wednesday, August 12, 2009

When we move toward networks, we need new approaches to strategy...where there is no separation of thinking from doing

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Strategic Doing is a discipline to enable teams of people to do complex projects in these open networks

Strategic Planning

Wednesday, August 12, 2009

Strategic Doing

Strategic Doing requires us to think dynamically...No small group can impose strategies No regional strategy: People and organizations work in isolation trying their best

Strategic Planning: A few people try to sort it all out (but it does not work)

Strategic Doing: A continuous process of aligning, linking and leveraging

Wednesday, August 12, 2009

With Strategic Doing, leaders guide open conversations to translate ideas into action... Strategic Doing involves both open participation and leadership direction

Key Insight: People move in the direction of their conversations

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a

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ti ar

p ci

sh

ip

p

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ct io

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Dialogue

Decision

Collaboration

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di

Strategic Doing is simple, but not easy. It takes practice to keep focused on four key questions... What could we do together? Find

How will we learn together?

Learn

Focus

Plan What will we do together? Wednesday, August 12, 2009

What should we do together?

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 Core Group

Wednesday, August 12, 2009

The Core Team identifies focus areas of opportunities to produce dramatically better results....

Focus Area 1

Core Group

Focus Area 2

Focus Area 3

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Within each focus area, teams start with initiatives or projects Project

Focus Area

Core Group Project

Project Project

Project Project

Focus Area

Project

Project

Focus Area Project

Project

Project Project Project

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The process of shaping a strategy is continuous Project

Core Group

Project

Project

30 Days

Wednesday, August 12, 2009

Core Group

The team starts with Strategic Action Plan Version 1.0, then 1.1, then 1.2 and so on... Strategic Doing calls for continuous revisions of a Strategic Action Plan

1.0

1.1

30-90 days

Wednesday, August 12, 2009

1.2

1.3

Strategic Doing is not that much different than planning a family vacation

Research Beach Activities on Web

Relaxation Relaxation

Gather Good Books, Movies

Core Core Group Group OurFlorida Florida Vacation forfor Our Vacation Research Restauarants

Other Activities

Other Activities

Look at Museum Options

Core Group for Our Florida Vacation

Check out Night Life

Transportation Explore One Day Side Trips

Transportation

Local Travel

Flying Airport to Hotel

Wednesday, August 12, 2009

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. Strategic Doing is a civic discipline to guide open innovation Create ideas about what we can do together

Find Commitments to Stay Connected

Reconnect to learn and adapt

Opportunities

Learn

Focus

Outcomes and Initiatives

Action Plans

Plan Commit to link and leverage Wednesday, August 12, 2009

Define what we will do

A superintendent masters Strategic Doing in Twin Falls, Idaho

Wednesday, August 12, 2009

Strategic Doing generates “link and leverage” strategies

Strategic Doing produces alignments, links and leverage

A great example...The new Water Council in SE Wisconsin

Wednesday, August 12, 2009

Water, Water, Water, … Public Sector

Municipalities

UW-Madison

Utilities

Pentair

• Filtering & purification

Water User

• Water reuse & softening • Phosphate & radium removal

Treatment/ Processing/ Softening

Energy/Efficiency

Sanitarie

• Wastewater treatment design

–Storm water treatment –Reduced use of chemicals

Fluid Transport/ Civil & Ind. Engr.

•Industrial wastewater treatment

–Farm manure, food processing waste, metals –Utilizing sewer sludge

•Residential Water Treatment

Detection

–Residential water treatment, home filtration –Residential Water softening without salt

Badger Meter

Analysis/ Measuring/ Control

•Reverse Osmosis •Softening •Ships ballast - treatment •Treatment targets

WATER Inst. Chem & Biosci School of Freshwater Science

UWM

Materials

• Water heaters

Consumer Products • Faucets • Materials, coatings, plating • Casting technology

DOE

Physics

Funds Fluid Power

NSF

MSOE

EPA NOAA/DOC

Wednesday, August 12, 2009

Foundations

Rapid Proto Center

Greater Milwaukee Foundation

International Partners 29

Interior

DoD

NIH

© 2008, Brian D. Thompson, UWM Research Foundation

Kohler

Water security Real time monitoring User detection systems Real time sensing for life forms Pharmaceuticals

CEAS

Academic Institutions

Fall River

AO Smith

–PCBs in sewer pieps –Desalinzation –Radium in ground water –Pharmaceuticals –Phosphate

Monitoring/Detection • • • • •

Flygt

• pumps

• Water meters • Meter reading systems

Pumps/ Valves/ Components

Processing/Treatment

•Municipal wastewater treatment

Thermo Fisher Scientific

AquaSensors

Procorp

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

ITT

Advanced Chemical Systems

• Ind. wastewater treatment

• Intake quality, output quality • Energy consumption

Bioscience

GE

• Water treatment equipment

Miller Coors

Environmental

Marquette

Siemens

Great Lakes Water

• Water utilities

Opportunities • • • • • • • •

Bucyrus

Joy

Veolia

MMSD

M7/GMC

Water Council

• Engineering services

Federal Government

UNDP

DNR City of Milwaukee

Private Sector

CH2MHILL

USDA

Funding Agencies

World Bank 10/6/08

Water, Water, Water, … Public Sector

Municipalities

UW-Madison

Utilities

Water User

• Shangping Xu – safe drinking• water • • • • • • •

–Storm water treatment –Reduced use of chemicals

Fluid Transport/ Civil & Ind. Engr. 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

–Farm manure, food processing waste, metals –Utilizing sewer sludge

•Residential Water Treatment

Detection

–Residential water treatment, home filtration –Residential Water softening without salt

• Joe Aldstadt – analytical methods • Peter Geissinger – detection • Alan Schwabacher– pharmaceuticals in water

• • • • •

• Chen, Junhong – nano materials, sensors

Chem & Biosci

UWM

Materials

Pumps/ Valves/ Components

•Reverse Osmosis •Softening •Ships ballast - treatment •Treatment targets

Fall River

AO Smith

–PCBs in sewer pieps –Desalinzation –Radium in ground water –Pharmaceuticals –Phosphate

• Water heaters

Consumer Products

Kohler

Water security Real time monitoring User detection systems Real time sensing for life forms Pharmaceuticals

• Faucets • Materials, coatings, plating • Casting technology

DOE

CEAS Funds Fluid Power

Academic Institutions

NSF

MSOE

Cluster Effects • Shared resources/equipment • Collaborative grants • Improved competitiveness • Translational science

Foundations

Rapid Proto Center

EPA NOAA/DOC

Greater Milwaukee Foundation

International Partners 30

Interior

DoD

NIH

© 2008, Brian D. Thompson, UWM Research Foundation

Wednesday, August 12, 2009

Flygt

• pumps

• Water meters • Meter reading systems

• Rohatgi, Pradeep – adv. castings, lightweight, lead-free • Aita, Carolyn – advanced coatings • Gong, Sarah – polymer materials

Physics

Partnerships • Sponsored Research Proj. • Shared equipment • Graduates • Workforce training • Subcontractor/supplier • Extramural grant support • Philanthropic support

Badger Meter

Analysis/ Measuring/ Control

Monitoring/Detection

• Jim Waples – water aging • Tom Consi – aquatic robots • Tom Grundle - harbors

WATER Inst.

School of Freshwater Science

Sanitarie

• Wastewater treatment design

Processing/Treatment

•Municipal wastewater treatment

• Carmen Aguilar – microbiology • David Petering –metal metabolism • Val Klump

Marquette

Treatment/ Processing/ Softening

Thermo Fisher Scientific

AquaSensors

• Water reuse & softening • Phosphate & radium removal

Energy/Efficiency

• Burlage – PCR environmental test

Pentair

• Filtering & purification

Procorp

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

ITT

Advanced Chemical Systems

• Ind. wastewater treatment

• Intake quality, output quality • Energy consumption

Bioscience

GE

• Water treatment equipment

Miller Coors

Environmental

• Tim Ehlinger – aquatic systems

Siemens

Great Lakes Water

• Water utilities

Opportunities • • • • • • • •

Bucyrus

Joy

Veolia

MMSD

M7/GMC

Water Council

• Engineering services

Federal Government

UNDP

DNR City of Milwaukee

Private Sector

CH2MHILL

USDA

Funding Agencies

World Bank 10/6/08

Strategic Doing produces a swarm of innovations Gorilla innovation

Wednesday, August 12, 2009

Swarm innovation

‣

Strategic Doing in a Nutshell

‣

Organizing a Strategy

‣

Asset Maps and Strategic Outcomes

‣

Initiatives and SMART Goals

‣

Strategic Action Plan, alpha version

‣

Next Steps in the Strategic Doing Process

Wednesday, August 12, 2009

As you guide your conversation around the Strategic Doing cycle, you create the components of a Strategic Action Plan Strategic Doing guides conversations What could we do together?

Find

How will we learn together?

Learn

Focus

Execute Strategic Action Plan

What will we do together?

Version 1.0

4 33 Wednesday, August 12, 2009

What should we do together?

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 per day

Wednesday, August 12, 2009

Organize your strategy around Strategic Focus Areas and teams Executive Committee Monthly Meetings

Strategic Focus Team 1

Strategic Focus Team 4

Core Team

Initiatives Strategic Focus Team 2

Wednesday, August 12, 2009

Strategic Focus Team 3

‣

Strategic Doing in a Nutshell

‣

Organizing a Strategy

‣

Asset Maps and Strategic Outcomes

‣

Initiatives and SMART Goals

‣

Strategic Action Plan, alpha version

‣

Next Steps in the Strategic Doing Process

Wednesday, August 12, 2009

Strategic Doing is simple, but not easy. It takes practice... What could we do together? Find

How will we learn together?

Learn

Focus

Plan What will we do together? Wednesday, August 12, 2009

What should we do together?

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? Example: Network of professionals committed to youth initiatives

What are the opportunities we see when we connect these assets?

Who are the partners that could be engaged in this opportunity?

Example Opportunity 1: We WIB, 3 key service providers, the could conduct monthly webinars community college to inform us of the innovations taking place in the region. Opportunity 2: We could create WIB, library system, community weekly forums to keep people college informed and build our networks...

Wednesday, August 12, 2009

As we connect assets, we notice something strange starts to happen... The “network effect” takes hold...

High

Zo

ne

Inflection Point

Op

po

rtu

ni

ty

Opportunities

Low Low

Wednesday, August 12, 2009

Trust and collaboration

High

We next need to make strategic decisions and focus What could we do together? Find

How will we learn together?

Learn

Focus

Plan What will we do together? Wednesday, August 12, 2009

What should we do together?

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?

Wednesday, August 12, 2009

Here’s a worksheet for defining characteristics of an outcome...As we define outcomes clearly, sensible metrics emerge What does success look Define 3 characteristics like? of your Outcome

Define a way to measure this characteristic

Example: Creating a nationally Characteristic 1: Active on-line recognized workforce summit community of innovators that regularly pushes innovative initiatives to address the challenges of at-risk youth. Characteristic 2: Strategy teams that engage at-risk youth as members

Metric 1: Number of people engaged in our on-line network

Characteristic 3: Example: Regular webcasts

Wednesday, August 12, 2009

Metric 2: Number of at-risk 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 Outcomes

‣

Initiatives and SMART Goals

‣

Strategic Action Plan, alpha version

‣

Next Steps in the Strategic Doing Process

Wednesday, August 12, 2009

Wednesday, August 12, 2009

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 to do Example: to achieve your outcome? September 2009

Wednesday, August 12, 2009

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

‣

Asset Maps and Strategic Outcomes

‣

Initiatives and SMART Goals

‣

Strategic Action Plan, alpha version

‣

Next Steps in the Strategic Doing Process

Wednesday, August 12, 2009

Next, we need to make transparent commitments What could we do together? Find

How will we learn together?

Learn

Focus

Plan What will we do together? Wednesday, August 12, 2009

What should we do together?

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:

Wednesday, August 12, 2009

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

Wednesday, August 12, 2009

Finally, we need a clear process for learning together “what works”... What could we do together? Find

How will we learn together?

Learn

Focus

Plan What will we do together? Wednesday, August 12, 2009

What should we do together?

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 Strategic Doing calls for continuous revisions of a Strategic Action Plan

1.0

1.1

30-90 days

Wednesday, August 12, 2009

1.2

1.3

As you guide your conversation around the Strategic Doing cycle, you create the components of a Strategic Action Plan Strategic Doing guides conversations What could we do together?

Find

How will we learn together?

Learn

Focus

Execute Strategic Action Plan

What will we do together?

Version 1.0

4 52 Wednesday, August 12, 2009

What should we do together?

Strategic Doing is like paddling a kayak in the ocean

The task requires quick strategic assessments and continuous “doing”

Wednesday, August 12, 2009

Get prepared to join a group.... 1. Minnesota Workgroup 1 2. Minnesota Workgroup 2 3. Developing Entrepreneurship Networks 4. Accelerating Sustainability 5. Building STEM Education 6. Boosting Educational Attainment 7. Developing Re-engagement Networks 8. Telling Our Stories of Transformation 54 Wednesday, August 12, 2009

Minnesota Workforce Council Association Summer Meeting Duluth, MN August 12, 2009

Strategic Doing Pack Team Members Name

Circle your focus area Entrepreneurship networks Sustainability: Green Jobs STEM Education

Organization

Educational Attainment Re-engagement Networks Stories of Transformation Other: _____________________________________

Strategic Doing Pack Completed By: _______________________ 55 Wednesday, August 12, 2009

e-mail

Strategic Doing Question 1: What could we do together?

Map your asserts...Connect them to define new opportunities

What assets do we have in our networks? People? Organizations? Resources? Experience?

What opportunities emerge when we connect these assets in new and different ways? Guide the conversation toward connections...What opportunities emerge that connect and align our assets? List as many as five opportunities that emerge from your conversation

Opportunity 1

Opportunity 2

Opportunity 3

Opportunity 4

Opportunity 5

56 Wednesday, August 12, 2009

Strategic Doing Question 2: What should we do together?

Define an outcome with 3 characteristics...Define metrics to measure the characteristics...

Define a clear outcome that connects your team What do you hope to accomplish? What’s the Big Hairy Audacious Goal (BHAG) What’s your “elevator speech” to get people excited?

Characteristics that define your Outcome

Metrics to measure your success

Characteristic 1

Metric 1

Characteristic 2

Metric 2

Characteristic 3

Metric 3

What are the characteristics or features of your outcome? How do you describe it clearly?

How would you measure each characteristic?

Strategic Doing Question 2: What should we do together?

Define how you will get to your outcome Decide on a project with 3 SMART Goals Simple Measurable Aggressive Relevant Time sensitive

Define the project

What are you going to do to achieve your outcome?

Define the project pathway with SMART Goals SMART Gaol 1: By ____________________, we will ____________________________________________________________ SMART Gaol 2: By ____________________, we will ____________________________________________________________ SMART Gaol 3: By ____________________, we will ____________________________________________________________

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Wednesday, August 12, 2009

Strategic Doing Question 3: What will we do together? Draft an action plan

Who

Action Step

By When

Strategic Doing Question 4: How will we learn together? Decide how you will follow -up

Internet Details

Follow-up Meeting

How will you use the Internet to stay connected?

Date Time Place Wednesday, August 12, 2009

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