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Strategic Doing in a

Nutshell

Muhlenberg County
Central City, KY
Ed Morrison
Purdue Center for Regional Development
October, 2009

Thursday, October 15, 2009


Strategic Doing in a
Nutshell

Muhlenberg County
Central City, KY
Ed Morrison
Purdue Center for Regional Development
October, 2009

Thursday, October 15, 2009


‣ 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

Thursday, October 15, 2009


Here’s how our Grandfather’s created wealth

Thursday, October 15, 2009


Our Grandchildren’s economy is emerging...
Who makes the iPhone? A network led by Apple

The iPhone
production
network

Thursday, October 15, 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

Thursday, October 15, 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
4 Years of line
College

2 Years of
K through 12 College Career

Certifications

No career plan
Weak skills

Dropouts
$10.00
per hour

No easy way for the


Entry working poor to escape
level
20% to 30% of the jobs
Working are below the line
Dependency poor
Cycle 70% to 80% of young
people fall below the line

Thursday, October 15, 2009


Traditional strategic planning evolved to handle the
complexities of managing large hierarchies...like the military
and Fortune 500 companies in out Grandfather’s economy

Thursday, October 15, 2009


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

Thursday, October 15, 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.

Thursday, October 15, 2009


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

Thursday, October 15, 2009


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

Strategic Planning Strategic Doing

Thursday, October 15, 2009


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

Strategic Doing involves both open participation


and leadership direction

Le
n a
tio de
Key Insight: ti ci
pa rsh
ip
ar
People move in the p di
re
pen ct
O io
direction of their n

conversations

Dialogue Decision

Collaboration

Thursday, October 15, 2009


Our challenge is to find the pathways to our
Grandchildren’s economy...

Connecting our many


assets with “link and
leverage” strategies

12

Thursday, October 15, 2009


In our Grandchildren’s economy, we will need to
find ways to align 5 types of networks

Brainpower Innovation
21 Century Talent Entrepreneurship
Networks

Civic
Collaboration

Quality,
Connected Branding
Places Stories

13

Thursday, October 15, 2009


In our Grandchildren’s economy, we will need to
find ways to align 5 types of networks

Brainpower Innovation
21 Century Talent Entrepreneurship
Networks

Civic
Collaboration

Quality,
Connected Branding
Places Stories

13

Thursday, October 15, 2009


In our Grandchildren’s economy, we will need to
find ways to align 5 types of networks

Brainpower Innovation
21 Century Talent Entrepreneurship
Networks

Civic
Collaboration

Quality,
Connected Branding
Places Stories

13

Thursday, October 15, 2009


In our Grandchildren’s economy, we will need to
find ways to align 5 types of networks

Brainpower Innovation
21 Century Talent Entrepreneurship
Networks

Civic
Collaboration

Quality,
Connected Branding
Places Stories

13

Thursday, October 15, 2009


In our Grandchildren’s economy, we will need to
find ways to align 5 types of networks

Brainpower Innovation
21 Century Talent Entrepreneurship
Networks

Civic
Collaboration

Quality,
Connected Branding
Places Stories

13

Thursday, October 15, 2009


Strategic Doing in a nutshell

Thursday, October 15, 2009


Southeast Missouri used Strategic Doing to
shape a strategy for its P-20 Council

Cape Girardeau, MO
15

Thursday, October 15, 2009


Colorado used Strategic Doing to explore new
connections in its workforce system

Denver, CO
16

Thursday, October 15, 2009


Colorado used Strategic Doing to explore new
connections in its workforce system

Denver, CO
16

Thursday, October 15, 2009


Michigan used Strategic Doing to explore
avenues past the declining auto economy

Lansing, MI
17

Thursday, October 15, 2009


Idaho used Strategic Doing in their
Governor’s Workforce Development Summit

Boise, ID
18

Thursday, October 15, 2009


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

Find

Learn Focus

Plan

Thursday, October 15, 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

Thursday, October 15, 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

Thursday, October 15, 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?

Thursday, October 15, 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?

Thursday, October 15, 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

What
How will we should we
learn Learn Focus do
together? together?

Execute
Strategic Action Plan
What will we do together?
Version 1.0

4
20

Thursday, October 15, 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:

21

Thursday, October 15, 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:

21

Thursday, October 15, 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:

21

Thursday, October 15, 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:

21

Thursday, October 15, 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:

21

Thursday, October 15, 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:

21

Thursday, October 15, 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:

21

Thursday, October 15, 2009


‣ 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

Thursday, October 15, 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

Thursday, October 15, 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

Thursday, October 15, 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

Thursday, October 15, 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

Thursday, October 15, 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

Thursday, October 15, 2009


The process of shaping a strategy is continuous

Core Group

Thursday, October 15, 2009


Core Group

Thursday, October 15, 2009


Project

Core Group Project

Project

Thursday, October 15, 2009


Project

Core Group
Core Group Project

Project

30 Days

Thursday, October 15, 2009


Project

Core Group
Core Group Project

Project

30 Days

Thursday, October 15, 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

Thursday, October 15, 2009


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

Strategic
Strategic Focus Team
Focus Team 4
1
Core
Team

Initiatives

Strategic
Focus Team
2
Strategic
Focus Team
3

Thursday, October 15, 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

Thursday, October 15, 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

Thursday, October 15, 2009


Strategic Doing is like paddling a kayak in the ocean

The task requires


quick strategic
assessments and
continuous “doing”

Thursday, October 15, 2009


‣ 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

Thursday, October 15, 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?
32

Thursday, October 15, 2009


We next need to make strategic decisions and focus

What could
we do together?

Find

How will we learn What should


together? Learn Focus we do together?

Plan

What will
we do together?
33

Thursday, October 15, 2009


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?

34

Thursday, October 15, 2009


35

Thursday, October 15, 2009


Next, we need to make transparent commitments

What could
we do together?

Find

How will we learn What should


together? Learn Focus we do together?

Plan

What will
we do together?
36

Thursday, October 15, 2009


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

Find

How will we learn What should


together? Learn Focus we do together?

Plan

What will
we do together?
37

Thursday, October 15, 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:

38

Thursday, October 15, 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:

38

Thursday, October 15, 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:

38

Thursday, October 15, 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:

38

Thursday, October 15, 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:

38

Thursday, October 15, 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:

38

Thursday, October 15, 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:

38

Thursday, October 15, 2009


AIM to WIN RIG Region
Strategic Doing Pack Winona, MN
August 26, 2009

Team Members
Name Organization e-mail

STEM
Circle your focus area: Career Pathways: Life Sciences and Renewable Energy
Smart Supplier Initiative

Strategic Doing Pack Completed By: _______________________


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Thursday, October 15, 2009
Strategic Doing Question 1:
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


What are the characteristics or features of your outcome? How do you describe it clearly? How will the region be different? How would you measure each characteristic?

Characteristic 1 Metric 1

Characteristic 2 Metric 2

Characteristic 3 Metric 3

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 ____________________________________________________________


40
Thursday, October 15, 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

Follow-up Meeting Internet Details


How will you use the Internet to stay connected?

Date

Time

Place
41
Thursday, October 15, 2009

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