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Strategic Doing:

Building Collaborations That Matter


Ed Morrison
Linda Fowler
Scott Hutcheson

Saturday, May 30, 2009


Strategic Doing:
Building Collaborations That Matter
Ed Morrison
Linda Fowler
Scott Hutcheson

Saturday, May 30, 2009


Today’s Roadmap

‣ Why networks?
‣ Strategic Doing in a Nutshell
‣ What Strategic Doing Delivers
‣ Creating the Hub for Strategic Doing
‣ Practicing Strategic Doing
‣ Applying Strategic Doing to State Action Plans

Saturday, May 30, 2009


We live in a networked world Internet map of
city-to-city connections
Source: chrisharrison.net

Saturday, May 30, 2009


We live in a networked world Internet map of
city-to-city connections
Source: chrisharrison.net

Saturday, May 30, 2009


Question:
Who makes the iPhone?

Answer:
A network led
by Apple

The iPhone
production
network

Saturday, May 30, 2009


Question:
How many companies made the Wizard of Oz?

Answer:
One
(Metro-Goldwyn Mayer)

Saturday, May 30, 2009


Question:
How many companies made the Spider Man 3?

Answer:
Fifty-six
(working in a network)

Saturday, May 30, 2009


Question:
How did regions function in a pre-networked world?
Answer:
State
State
State
Agencies
Agencies
Libraries
Libraries
Economic
Economic
Economic
Silos
Agencies Libraries Development
Development
Development

Post-
Post-
Post-
Secondary
Cities K-12
K-12 Secondary
Secondary
Cities
Cities K-12

Counties
Counties Workforce
Counties Workforce
Workforce

Federal
Federal
Federal
Federal
Agencies Social
Agencies Social Chambers
Chambers
Agencies
Agencies Social
Service Chambers
Service
Service

Saturday, May 30, 2009


Question:
How do regions function in a networked world?
Answer:
State
State
State
Agencies
Agencies
Libraries
Libraries
Economic
Economic
Economic
Still Silos
Agencies Libraries Development
Development
Development

Post-
Post-
Post-
Secondary
Cities K-12
K-12 Secondary
Secondary
Cities
Cities K-12

Counties
Counties Workforce
Counties Workforce
Workforce

Federal
Federal
Federal
Federal
Agencies Social
Agencies Social Chambers
Chambers
Agencies
Agencies Social
Service Chambers
Service
Service

Saturday, May 30, 2009


We need new approaches to link and leverage assets
within our communities and regions

Saturday, May 30, 2009


Today’s Roadmap

‣ Why networks?
‣ Strategic Doing in a Nutshell
‣ What Strategic Doing Delivers
‣ Creating the Hub for Strategic Doing
‣ Practicing Strategic Doing
‣ Applying Strategic Doing to State Action Plans

Saturday, May 30, 2009


Strategic planning evolved to handle the complexities of
managing large hierarchies...like the military and Fortune
500 companies

Saturday, May 30, 2009


Strategic planning evolved to handle the complexities of
managing large hierarchies...like the military and Fortune
500 companies

A small group at the top


did the thinking

A larger group at the


bottom did the doing

Saturday, May 30, 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.

Saturday, May 30, 2009


Dilbert emerged to make fun of strategy in a
hierarchical world...

Saturday, May 30, 2009


Organizations have been moving toward teams...where there is
no separation of thinking from doing

Saturday, May 30, 2009


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

Strategic Planning Strategic Doing

Saturday, May 30, 2009


Most places:
People and organizations work in
isolation trying their best

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

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

Saturday, May 30, 2009


With Strategic Doing, leaders guide open conversations to
translate ideas in to action...

Strategic Doing involves both open participation


and leadership direction

Key Insight: a tio


n
Le
ade
r
People move in the par
ti ci
p sh
ip
di
re
direction of their O pen ct
io
n
conversations

Dialogue Decision

Collaboration

Saturday, May 30, 2009


Strategic Doing is simple, but not easy. It takes practice to
keep focused on four key questions...

Find

Learn Focus

Plan

Saturday, May 30, 2009


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

Find

Learn Focus

Plan

Saturday, May 30, 2009


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

Find

What should
Learn Focus we do together?

Plan

Saturday, May 30, 2009


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

Find

What should
Learn Focus we do together?

Plan

What will
we do together?

Saturday, May 30, 2009


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 What should


together? Learn Focus we do together?

Plan

What will
we do together?

Saturday, May 30, 2009


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

Saturday, May 30, 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

Saturday, May 30, 2009


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

Focus
Focus Area
Area 1 1

Core Group

Focus Area 2

Focus Area 3

Saturday, May 30, 2009


Within each focus area, teams start with initiatives or
projects

Project

Focus Area

Core Group
Project

Project
Project
Project
Project

Project
Focus Area

Project Focus Area

Project

Project

Project
Project
Project

Saturday, May 30, 2009


Within each focus area, teams start with initiatives or
projects

Project

Focus Area

Core Group
Project

Project
Project
Project
Project

Project
Focus Area

Project Focus Area

Project

Project

Project
Project
Project

Saturday, May 30, 2009


The process of shaping a strategy is continuous

Core Group

Saturday, May 30, 2009


Core Group

Saturday, May 30, 2009


Project

Core Group Project

Project

Saturday, May 30, 2009


Project

Core Group
Core Group Project

Project

30 Days

Saturday, May 30, 2009


Project

Core Group
Core Group Project

Project

30 Days

Saturday, May 30, 2009


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

30-90 days

Saturday, May 30, 2009


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 1.2 1.3

30-90 days

Saturday, May 30, 2009


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

Core Group
for Our Florida Vacation

Saturday, May 30, 2009


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

Core Group
for Our Florida Vacation

Saturday, May 30, 2009


Relaxation

Core Group
for Our Florida Vacation

Other Activities

Transportation

Saturday, May 30, 2009


Research
Beach
Activities on
Web

Gather Good Relaxation


Books,
Movies

Core Group
for Our Florida Vacation
Research
Restauarants

Other Activities
Look at
Museum
Options

Check out
Night Life Transportation
Explore One
Day Side
Trips

Local Travel

Flying

Airport to
Hotel

Saturday, May 30, 2009


Today’s Roadmap

‣ Why networks?
‣ Strategic Doing in a Nutshell
‣ What Strategic Doing Delivers
‣ Creating the Hub for Strategic Doing
‣ Practicing Strategic Doing
‣ Applying Strategic Doing to State Action Plans

Saturday, May 30, 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 Opportunities

Reconnect Define what


to learn and Learn Focus we will do
adapt

Outcomes and
Action Plans Initiatives

Plan
Commit to
link and leverage

Saturday, May 30, 2009


Strategic Doing quickly generates “link and leverage”
strategies

Strategic Doing
produces
alignments, links
and leverage

A great example...The new Water Council


in SE Wisconsin

Saturday, May 30, 2009


Water, Water, Water, …

© 2008, Brian D. Thompson, UWM Research Foundation 28 10/6/08

Saturday, May 30, 2009


Water, Water, Water, …
CH2MHILL
Private Sector
Public Sector Federal
• Engineering services
Joy
Bucyrus
Siemens GE
UNDP Government
DNR Veolia Great Lakes Water Advanced ITT
MMSD
• Water treatment equipment
Chemical Systems
• Water utilities

M7/GMC Miller Coors


• Ind. wastewater treatment

City of Utilities • Intake quality, output quality Pentair


Milwaukee • Energy consumption • Filtering & purification

Opportunities Procorp AquaSensors


Thermo Fisher
Scientific
Water Council Water User • Water reuse & softening

Sanitarie
• Phosphate & radium removal
Environmental • Wastewater treatment
• Algae control (& exploitation) design

Municipalities


Removal of PCBs from lakes & rivers
Storm water containment, Treatment/
• Road salt Processing/ Badger Meter Flygt


Ship’s ballast – policy/enforcement
Aquaculture Energy/Efficiency Softening Analysis/ • pumps
• Ethanol production efficiency • Water meters


Lake Michigan contamination
Policy issues – metering/incentives • Tar sands water treatment Measuring/ • Meter reading systems

• Elimination of boiler scaling


• Increasing brewing efficiency Control
• Increased efficiency of water heating
• Speeding treatment for large volumes Pumps/ Valves/ Fall River
UW-Madison
• Increasing treatment efficiency
Components
Bioscience Processing/Treatment
•Municipal wastewater treatment •Reverse Osmosis
–Storm water treatment •Softening

Fluid Transport/
–Reduced use of chemicals
•Industrial wastewater treatment
•Ships ballast - treatment
•Treatment targets AO Smith
–Farm manure, food processing waste, metals –PCBs in sewer pieps
Civil & Ind. Engr. –Utilizing sewer sludge
•Residential Water Treatment
–Desalinzation
–Radium in ground water
• Water heaters

Marquette –Residential water treatment, home filtration


–Residential Water softening without salt
–Pharmaceuticals
–Phosphate Consumer
Detection
Products
Monitoring/Detection
• Water security Kohler
• Real time monitoring • Faucets

WATER Inst. •

User detection systems
Real time sensing for life forms
• Materials, coatings, plating
• Casting technology

• Pharmaceuticals
Chem & Biosci Materials

School of Freshwater
Science UWM
CEAS DOE
Physics Funds
Fluid Power
NSF Foundations
MSOE
Academic Institutions Rapid Proto Center

NIH DoD Interior


EPA Greater
Milwaukee
Foundation USDA World Bank
NOAA/DOC International
© 2008, Brian D. Thompson, UWM Research Foundation
Partners Funding Agencies 10/6/08
28

Saturday, May 30, 2009


Water, Water, Water, …
CH2MHILL
Private Sector
Public Sector Federal
• Engineering services
Joy
Bucyrus
Siemens GE
UNDP Government
DNR Veolia Great Lakes Water Advanced ITT
MMSD
• Water treatment equipment
Chemical Systems
• Water utilities

M7/GMC Miller Coors


• Ind. wastewater treatment

City of Utilities • Intake quality, output quality Pentair


Milwaukee • Energy consumption • Filtering & purification

Opportunities Procorp AquaSensors


Thermo Fisher
Scientific
Water Council Water User • Water reuse & softening

Sanitarie
• Phosphate & radium removal
Environmental • Wastewater treatment
• Algae control (& exploitation) design

Municipalities


Removal of PCBs from lakes & rivers
Storm water containment, Treatment/
• Road salt Processing/ Badger Meter Flygt


Ship’s ballast – policy/enforcement
Aquaculture Energy/Efficiency Softening Analysis/ • pumps
• Ethanol production efficiency • Water meters


Lake Michigan contamination
Policy issues – metering/incentives • Tar sands water treatment Measuring/ • Meter reading systems

• Elimination of boiler scaling


• Increasing brewing efficiency Control
• Increased efficiency of water heating
• Speeding treatment for large volumes Pumps/ Valves/ Fall River
UW-Madison
• Increasing treatment efficiency
Components
Bioscience Processing/Treatment
•Municipal wastewater treatment •Reverse Osmosis
–Storm water treatment •Softening

Fluid Transport/
–Reduced use of chemicals
•Industrial wastewater treatment
•Ships ballast - treatment
•Treatment targets AO Smith
–Farm manure, food processing waste, metals –PCBs in sewer pieps
Civil & Ind. Engr. –Utilizing sewer sludge
•Residential Water Treatment
–Desalinzation
–Radium in ground water
• Water heaters

Marquette –Residential water treatment, home filtration


–Residential Water softening without salt
–Pharmaceuticals
–Phosphate Consumer
Detection
Products
Monitoring/Detection
• Water security Kohler
• Real time monitoring • Faucets

WATER Inst. •

User detection systems
Real time sensing for life forms
• Materials, coatings, plating
• Casting technology

• Pharmaceuticals
Chem & Biosci Materials

School of Freshwater
Science UWM
CEAS DOE
Physics Funds
Fluid Power
NSF Foundations
MSOE
Academic Institutions Rapid Proto Center

NIH DoD Interior


EPA Greater
Milwaukee
Foundation USDA World Bank
NOAA/DOC International
© 2008, Brian D. Thompson, UWM Research Foundation
Partners Funding Agencies 10/6/08
29

Saturday, May 30, 2009


Water, Water, Water, …
CH2MHILL
Private Sector
Public Sector Federal
• Engineering services
Joy
Bucyrus
Siemens GE
UNDP Government
DNR Veolia Great Lakes Water Advanced ITT
MMSD
• Water treatment equipment
Chemical Systems
• Water utilities

M7/GMC Miller Coors


• Ind. wastewater treatment

City of Utilities • Intake quality, output quality Pentair


Milwaukee • Energy consumption • Filtering & purification

Opportunities Procorp AquaSensors


Thermo Fisher
Scientific
Water Council Water User • Water reuse & softening

Sanitarie
• Phosphate & radium removal
Environmental • Wastewater treatment
• Algae control (& exploitation) design

Municipalities


Removal of PCBs from lakes & rivers
Storm water containment, Treatment/
• Road salt Processing/ Badger Meter Flygt


Ship’s ballast – policy/enforcement
Aquaculture Energy/Efficiency Softening Analysis/ • pumps
• Ethanol production efficiency • Water meters


Lake Michigan contamination
Policy issues – metering/incentives • Tar sands water treatment Measuring/ • Meter reading systems

• Elimination of boiler scaling


• Increasing brewing efficiency Control
• Increased efficiency of water heating
• Speeding treatment for large volumes Pumps/ Valves/ Fall River
UW-Madison
• Increasing treatment efficiency
Components
Bioscience Processing/Treatment
• Carmen Aguilar – microbiology •Municipal wastewater treatment •Reverse Osmosis
• David Petering –metal metabolism –Storm water treatment •Softening
–Reduced use of chemicals
AO Smith
• Val Klump
•Ships ballast - treatment
• Tim Ehlinger – aquatic systems
Fluid Transport/ •Industrial wastewater treatment
–Farm manure, food processing waste, metals
•Treatment targets
–PCBs in sewer pieps
Civil & Ind. Engr.
• Burlage – PCR environmental
test –Utilizing sewer sludge –Desalinzation • Water heaters
•Residential Water Treatment –Radium in ground water
Marquette • Shangping Xu – safe drinking•
water •
Li, Jin – pollutant transport modeling
Bravo, Hector – hydraulic modeling
–Residential water treatment, home filtration
–Residential Water softening without salt
–Pharmaceuticals
–Phosphate Consumer
• Christensen, Erik – pollutants in water
Detection



Amano, Ryoichi - CFD
Pillia, Krisna – porous media modeling
Kevin Renken- mass transfer • Joe Aldstadt – analytical methods
Products
• Sobolvev – biproducts utilization • Peter Geissinger – detection
Monitoring/Detection
• Doug Cherkauer – groundwater hydrology • Alan Schwabacher– pharmaceuticals in water

• Jim Waples – water aging


• Water security Kohler
• Tom Consi – aquatic robots • Real time monitoring • Faucets

WATER Inst. • Tom Grundle - harbors

• Chen, Junhong – nano materials, sensors




User detection systems
Real time sensing for life forms
• Materials, coatings, plating
• Casting technology

• Pharmaceuticals
Chem & Biosci Materials
• Rohatgi, Pradeep – adv. castings, lightweight, lead-free
• Aita, Carolyn – advanced coatings

School of Freshwater
UWM
• Gong, Sarah – polymer materials

Science
CEAS DOE
Physics Funds
Fluid Power
NSF Foundations
MSOE
Academic Institutions Rapid Proto Center

NIH DoD Interior


Partnerships
• Sponsored Research Proj.


Shared equipment
Graduates Cluster Effects
EPA Greater
Milwaukee
USDA
• Workforce training • Shared resources/equipment


Subcontractor/supplier
Extramural grant support • Collaborative grants
• Improved competitiveness
Foundation World Bank
• Philanthropic support
• Translational science NOAA/DOC International
© 2008, Brian D. Thompson, UWM Research Foundation
Partners Funding Agencies 10/6/08
29

Saturday, May 30, 2009


Strategic Doing produces a swarm of innovations

Gorilla innovation Swarm innovation

Saturday, May 30, 2009


Today’s Roadmap

‣ Why networks?
‣ Strategic Doing in a Nutshell
‣ What Strategic Doing Delivers
‣ Creating the Hub for Strategic Doing
‣ Practicing Strategic Doing
‣ Applying Strategic Doing to State Action Plans

Saturday, May 30, 2009


Strategic Doing needs:

A “safe, creative space” for creativity to


take place

Simple rules of civility to promote


“deep conversations”

Saturday, May 30, 2009


To be innovative, we need “safe, creative”
places
‣ Camp Fires
‣ Watering Holes
‣ The Kitchen Table

Civic forums create safe places to stretch our minds...

Civic forums provide the venue to define new opportunities


and practice new civic behaviors

Source: Nead Brand Partners

Saturday, May 30, 2009


The Innovation Cafe at Memorial
Hospital in South Bend serves no
food, but offers a place “where
staffers and outsiders can learn to
craft new ideas."

Saturday, May 30, 2009


‣ Civility represents "the sacrifices that we make for
the sake of living together."
‣ Civility recognizes our inter-dependence.
‣ Without civility, we cannot do the complex thinking
and experimentation that workforce development
requires...

The Thrive region of 8


counties around Madison,
Wisconsin has adopted
Principles of Collaboration

Saturday, May 30, 2009


Today’s Roadmap

‣ Why networks?
‣ Strategic Doing in a Nutshell
‣ What Strategic Doing Delivers
‣ Creating the Hub for Strategic Doing
‣ Practicing Strategic Doing
‣ Applying Strategic Doing to State Action Plans

Saturday, May 30, 2009


Strategic Doing is simple, but not easy. It takes practice...

What could
we do together?

Find

How will we learn What should


together? Learn Focus we do together?

Plan

What will
we do together?

Saturday, May 30, 2009


What could we do together?

1. Explore the assets at the table

2. Watch for patterns and possible connections

3. Find opportunities by connecting assets (What if?)

Saturday, May 30, 2009


Here’s an example of a worksheet to connect assets
to opportunities from a Strategic Doing Pack
What are the assets What are the Who are the partners that
you can contribute opportunities we see could be engaged in this
or share? when we connect these opportunity?
assets?
Example: Network of Example Opportunity 1: We WIB, 3 key service providers, the
professionals committed to could conduct monthly webinars community college
youth initiatives 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...

Saturday, May 30, 2009


As we connect assets, we notice something
strange starts to happen...

The “network effect” takes hold...

High

Inflection Point

ne
Zo
Opportunities

ty
ni
rtu
po
Op
Low
Low High
Trust and
collaboration

Saturday, May 30, 2009


Strategic Doing is simple, but not easy. It takes practice...

What could
we do together?

Find

How will we learn What should


together? Learn Focus we do together?

Plan

What will
we do together?

Saturday, May 30, 2009


What should we do together?
Pick something transformative..not just
something you are already doing...Pick
something that you can do together that
you cannot just do alone Where do you want to be in 3 years?

What will people be doing? And how


1. Pick an opportunity will they be doing it?

2. Define an outcome with 3 characteristics

3. Describe one initiative using 3 SMART Goals

An initiative is a project SMART = Simple + Measurable


+Achievable + Relevant + Time
Sensitive

Saturday, May 30, 2009


Saturday, May 30, 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 Define a way to
like? of your Outcome measure this
characteristic

Example: Creating a nationally Characteristic 1: Active on-line Metric 1: Number of people


recognized workforce summit community of innovators engaged in our on-line network
that regularly pushes innovative
initiatives to address the
challenges of at-risk youth. Characteristic 2: Strategy teams Metric 2: Number of at-risk
that engage at-risk youth as youth participating in our
members strategy sessions

Characteristic 3: Example: Metric 3: Number of


Regular webcasts webcasts; total number of
webcast participants

Saturday, May 30, 2009


Here’s a worksheet for SMART Goals to define an
initiative
Describe your Define 3 SMART We will do this....
initiative: Goals

For this project


by this date....
What are you going to do Example: We convene a core team of professionals in
to achieve your outcome? September 2009 the region engaged with at-risk youth to
complete budget and agenda for summit

December 2009 Complete funding

March 2010 Launch summit

Saturday, May 30, 2009


Strategic Doing is simple, but not easy. It takes practice...

What could
we do together?

Find

How will we learn What should


together? Learn Focus we do together?

Plan

What will
we do together?

Saturday, May 30, 2009


What will we do together?

1. Write an Action Plan of who does what by when

2. Make personal commitments

Saturday, May 30, 2009


Here’s a worksheet for an Action Plan
Action Steps:
To move our project forward over
Responsible: By When:
the next 30 days, we will take these
action steps:

Date:
Questions? Contact:

Saturday, May 30, 2009


Strategic Doing is simple, but not easy. It takes practice...

What could
we do together?

Find

How will we learn What should


together? Learn Focus we do together?

Plan

What will
we do together?

Saturday, May 30, 2009


How will we learn together?

1. Capture your conversation on the web

2. Plan the next face-to-face meeting for revisions

Strategic Doing calls for continuous revisions


of a Strategic Action Plan

30-90 days

Saturday, May 30, 2009


How will we learn together?

1. Capture your conversation 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 1.2 1.3

30-90 days

Saturday, May 30, 2009


Here’s a worksheet for the Learning Process
Key elements of our Learning Process: Answers:

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?

Saturday, May 30, 2009


Strategic Doing is like paddling a kayak in the ocean

The task requires


quick strategic
assessments and
continuous “doing”

Saturday, May 30, 2009


Today’s Roadmap

‣ Why networks?
‣ Strategic Doing in a Nutshell
‣ What Strategic Doing Delivers
‣ Creating the Hub for Strategic Doing
‣ Practicing Strategic Doing
‣ Applying Strategic Doing to State Action Plans

Saturday, May 30, 2009


The framework for your Strategic Action Plan starts
with 6 focus areas:

1. “Transformed” Intake
2. “Transformed” Process
3. “Transformed” Services
4. “Transformed” Analysis
5. “Transformed” Tools
6. Effective Policy Guidance

Saturday, May 30, 2009


You can start drawing your strategy map this way: :

Transformed Effective Policy


Intake Guidance

Core Group

A core team takes responsibility


for overseeing the strategic doing
process: the team compiles and
updates the Strategic Action Plan.

A Strategic Action Plan is


organized in Focus Areas. These
are the big buckets of related
activities.

Transformed
Transformed
Tools
Process
(Technology)

Transformed
Transformed Analysis
Services

Saturday, May 30, 2009


Within each focus areas, you have a set of promising
initiatives to start. Pick one or more initiatives and
organize a 1-2 hour Strategic Doing workshop to
start...
1. Transformed Intake
Chances are, you will not do
1.1 Skill Assessments
everything all at once.
1.2 Triage Models
Your Strategic Action Plan will focus
1.3 Early Warning Systems on a more limited set of priority of
focus areas and initiatives.
2. Transformed Process

2.1 One Stop Redesign

2.2 UI/WIA Integration

2.3 Priority of Service

Saturday, May 30, 2009


Preliminary Checklist for a Strategic Doing Workshop

✓ Prepare Strategic Doing Pack of workshop exercises (use a template


to start)

✓ Provide copies of Strategic Doing Packs to participants

✓ Make table arrangements: 6-8 people for a round table

✓ Record names and e-mails of people at the table

✓ Appoint at least one Knowledge Keeper who will summarize and


draw connections to what is being said in the Strategic Doing Pack

✓ Appoint at least one Web Keeper who will agree to post a summary
to the Web.

Saturday, May 30, 2009


The Strategic Doing workshop will generate the
components of a Strategic Action Plan for that initiative:

1.1 Skill Assessments

Outcome for Skill Assessments:


What could
SMART Goals for Skill Assessments: we do together?

Skill Assessment Action Plan: Find

Schedule for Revision:

How will we learn What should


together? Learn Focus we do together?

Plan

What will
we do together?

Saturday, May 30, 2009


You will not start by trying to do everything at once.
You might start with 6 initiatives:

Skills
Assessment
and Transfer-
ability
Transformed Effective Policy
Intake Guidance

Core Group
Triage
Models

Transformed
Transformed
Tools
A core team takes responsibility Process
(Technology)
for overseeing the strategic doing
process: the team compiles and
updates the Strategic Action Plan.

A Strategic Action Plan is


organized in Focus Areas. These
Transformed
are the big buckets of related UI/WIA Transformed
Integration Analysis
activities. Services Applying
TORQ, Auto
Coder,
WPRS
Strategic initiatives or projects
bring partners together to work on
clear "deliverables"; it's where the
rubber meets the road. LMI Services
and Support

Flexible
Service
Options

Saturday, May 30, 2009


To keep organized, you start numbering your initiatives
as they emerge...

1.0
1.1
Skills
Assessment
and Transfer-
ability
Transformed
6.0 Effective Policy
Intake Guidance

Core Group
Triage

1.2
Models

2.0
A core team takes responsibility
Transformed
Process
5.0 Transformed
Tools

3.0
(Technology)
for overseeing the strategic doing
process: the team compiles and

4.0
updates the Strategic Action Plan.

A Strategic Action Plan is


organized in Focus Areas. These
Transformed
are the big buckets of related UI/WIA Transformed
Integration Analysis
activities. Services Applying
TORQ, Auto
Coder,
WPRS
Strategic initiatives or projects
bring partners together to work on
clear "deliverables"; it's where the
rubber meets the road. 2,1 LMI Services
5,1
and Support

Flexible
Service
Options
4,1
3,1

Saturday, May 30, 2009


In the next months, you conduct more Strategic Doing
workshops and add other initiatives, so your strategy
map looks something like this:

Trade
Adjustment
Skills Assistance
Assessment Guidance
and Transfer-
ability
Transformed Effective Policy
Intake Guidance

Core Group
Triage
Models Youth
Guidance

Early ARRA
Warning
Systems

Transformed
Transformed
Tools
A core team takes responsibility Process
(Technology)
for overseeing the strategic doing
process: the team compiles and
updates the Strategic Action Plan.

Improved
Information
A Strategic Action Plan is Sharing
organized in Focus Areas. These
Transformed Data-driven
are the big buckets of related UI/WIA Transformed Youth
Integration Analysis
activities. Services Services Applying
Priority of TORQ, Auto
Service Coder,
WPRS
Strategic initiatives or projects
bring partners together to work on
clear "deliverables"; it's where the
rubber meets the road. Greening
LMI Services
Service
and Support Career
Delivery
Intelligence
Flexible
Service Real Time
Options Actionable
Information

Saturday, May 30, 2009


The Strategy Map is flexible. There is no one right way
to draw it. The key point that you focus on doing
something...
Trade
Adjustment
Skills Assistance
Assessment Guidance
and Transfer-
ability
Transformed Effective Policy
Intake Guidance

Core Group
Triage
Models Youth
Guidance

ARRA
Early
Warning Stronger
Systems Networks

Improved
Transformed Virtual
Transformed Delivery
One Stop Tools
A core team takes responsibility Redesign Process
(Technology)
for overseeing the strategic doing
process: the team compiles and
updates the Strategic Action Plan.
Improved
Information
A Strategic Action Plan is Sharing
organized in Focus Areas. These
Transformed Data-driven
are the big buckets of related UI/WIA Transformed Youth
Integration Analysis
activities. Services Services Applying
Priority of TORQ, Auto
Service Coder,
WPRS
Strategic initiatives or projects
bring partners together to work on
clear "deliverables"; it's where the
rubber meets the road. Greening
LMI Services
Service
and Support Career
Delivery
Intelligence
In Baltimore, the RAD group Flexible
identified 7 areas of strategic Service
Real Time
focus. In Atlanta, the 7 areas Options
Actionable
Diverse E&T
become 6 by combining skills Models
Information
assessments and transferability.

The Atlanta Region has modified the strategy


framework developed in at the national re-
employment summit in Baltimore

Saturday, May 30, 2009


Thank you!

Questions?

Ed Morrison
edmorrison@purdue.edu

Linda Fowler
lfowler@regionerate.com

Saturday, May 30, 2009

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