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Strategic Doing in the
    Northland Region:
    A Workshop

    Ed Morrison
    Purdue Center for Regional Development
    November 19-20, 2009




Monday, November 23, 2009
Strategic Doing in the
    Northland Region:
    A Workshop

    Ed Morrison
    Purdue Center for Regional Development
    November 19-20, 2009




Monday, November 23, 2009
My Outcomes

                   1. A stronger regional leadership team

                   2. A Northland Strategic Action Plan
                      Version 0.1

                   3. Leaders who understand how to guide
                      Strategic Conversations with Strategic
                      Doing

                   4. Leaders comfortable with the Web 2.0
                      workspace: Northlandstrategy.net

Monday, November 23, 2009
Ground Rules
                   • Focus on the task at hand
                   • Speak from your experience
                   • No speeches, No bumper stickers
                   • Raise issues early
                   • Challenge each other to think more clearly
                   • Put your cell phones away
                   • Break when you need to
Monday, November 23, 2009
• Module 1: Open Networks
                   • Module 2: Strategic Outcomes
                   • Module 3: Strategic Initiatives
                   • Module 4: Web 2.0


Monday, November 23, 2009
Why networks?




Monday, November 23, 2009
Question:
      Who makes the iPhone?


      Answer:
      A network led
      by Apple



                            The iPhone
                            production
                              network




Monday, November 23, 2009
Question:
                       How many companies made the Wizard of Oz?




                                                Answer:
                                                One
                                                (Metro-Goldwyn Mayer)




Monday, November 23, 2009
Question:
                        How many companies made the Spider Man 3?


                                                 Answer:
                                                 Fifty-six
                                                 (working in a network)




Monday, November 23, 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




Monday, November 23, 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




Monday, November 23, 2009
We need new approaches to think and act strategically
     within our communities and regions
                     Strategy answers 2 questions:
                     Where are we going? How will we get there?




Monday, November 23, 2009
Strategic Planning evolved to handle the complexities of
       managing large hierarchies...like the military and Fortune
       500 companies




Monday, November 23, 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




Monday, November 23, 2009
Strategic Planning does not work in open networks...

      There is no top or bottom to a network, so no one can tell
      anyone what to do.




Monday, November 23, 2009
Strategic Planning does not work in open networks...

      There is no top or bottom to a network, so no one can tell
      anyone what to do.




Monday, November 23, 2009
Strategic Doing is designed for open networks...where there
      is no separation of thinking from doing




Monday, November 23, 2009
Strategic Doing is like paddling a kayak in the ocean




   The task requires
   quick strategic
   decisions and
   continuous “doing”




Monday, November 23, 2009
Strategic Doing is simple, but not easy. It takes practice...
     As we answer these questions, we generate the components
     of our Strategic Action Plan




Monday, November 23, 2009
Strategic Doing is simple, but not easy. It takes practice...
     As we answer these questions, we generate the components
     of our Strategic Action Plan




                             Strategic
                              Strategic
                               Strategic
                                Strategic
                                 Strategic
                            Action Plan
                            Action Plan
                             Action Plan
                             Action0.1Plan
                              Action0.1
                            Version 0.1
                            Version 0.1Plan
                             Version 0.1
                              Version
                               Version




Monday, November 23, 2009
Strategic Doing quickly generates “link and leverage”
     strategies...Connecting our assets to our opportunities




                            Strategic Doing
                                produces
                            alignments, links
                              and leverage




Monday, November 23, 2009
Milwaukee 7 Water Cluster
                                                                                                                 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
                                                                                                                                        19

Monday, November 23, 2009
Milwaukee 7 Water Cluster
                                                                                                                                                                   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
                                                                                                                                                                                          19

Monday, November 23, 2009
Strategic Doing produces a swarm of innovations

                            Disruptive innovation   Swarm innovation




Monday, November 23, 2009
As we connect assets to our opportunities and
           actually do something, we notice the atmosphere
           changing...

           The “network effect” takes hold...

                                     High

                                                  Inflection Point




                                                                           ne
                                                                          Zo
                            Opportunities




                                                                      ty
                                                                     ni
                                                                    rtu
                                                                po
                                     Low                       Op
                                            Low                                 High
                                                            Trust and
                                                          collaboration


Monday, November 23, 2009
At Purdue, we have used Strategic Doing to generate
             over 50 initiatives (each with metrics) in four focus
             areas...with one administrator


                                          Core           Focus
                                         Group             4
                            Focus
                              1

                                     Focus       Focus
                                       2           3


                       Initiatives                         Initiatives



Monday, November 23, 2009
Here’s how the Northland narrative starts to emerge
      from the documents you have prepared




Monday, November 23, 2009
Here’s how your strategy starts to emerge from the
      documents you have prepared
                                                                                                          Partner
                                                                      Sponsor
                                                                        Sponsor
                                                                                                       Organizations
                                                                    Organizations
                                                                          Sponsor
                                                                     Organizations
                                                                            Sponsor
                                                                       Organizations
                                                                         Organizations
                                                                                                                      Strategic Focus Areas
                                                                                                Core Team


                                                                           Leadership                          Leadership and
                                                                             Team                              Communication
                                     Talent
                                  Development
               STEM                                                                                                                      Strategic
                                                                                                                                        Initiatives

                    Entrepreneu                                                                  Industry
                       rship                                Industry                            Innovation
                                                         Transformation
                                                                                                                            Biomed
                                                                                                                           and Health
                                                                                                                             Care
                                  Forestry
                                  and Fiber


                                                                                                             Next Energy
                                                                                   Innovative
                                                Mining                                MFG
                                                               Transport                        Creative
                                                               Logistics




Monday, November 23, 2009
Here’s how the new Northland narrative starts to
      emerge from the documents you have prepared


                Sustainability
                                                          Health
                                     Innovation

                                                  Creativity
                            Talent

                                                          Entrepreneur



Monday, November 23, 2009
We start with What could we do?




Monday, November 23, 2009
You have already started to answer that question...

                                                                      Sponsor
                                                                        Sponsor
                                                                    Organizations
                                                                          Sponsor
                                                                     Organizations
                                                                            Sponsor
                                                                       Organizations
                                                                         Organizations
                                                                                                                      Strategic Focus Areas



                                                                           Leadership                          Leadership and
                                                                             Team                              Communication
                                     Talent
                                  Development
               STEM




                    Entrepreneu                                                                  Industry
                       rship                                Industry                            Innovation
                                                         Transformation
                                                                                                                            Biomed
                                                                                                                           and Health
                                                                                                                             Care
                                  Forestry
                                  and Fiber


                                                                                                             Next Energy
                                                                                   Innovative
                                                Mining                                MFG
                                                               Transport                        Creative
                                                               Logistics




Monday, November 23, 2009
Do we have this right? Is it a good starting point?

                                                                      Sponsor
                                                                        Sponsor
                                                                    Organizations
                                                                          Sponsor
                                                                     Organizations
                                                                            Sponsor
                                                                       Organizations
                                                                         Organizations




                                                                           Leadership                          Leadership and
                                                                             Team                              Communication
                                     Talent
                                  Development
               STEM




                    Entrepreneu                                                                  Industry
                       rship                                Industry                            Innovation
                                                         Transformation
                                                                                                                            Biomed
                                                                                                                           and Health
                                                                                                                             Care
                                  Forestry
                                  and Fiber


                                                                                                             Next Energy
                                                                                   Innovative
                                                Mining                                MFG
                                                               Transport                        Creative
                                                               Logistics




Monday, November 23, 2009
Sponsor
                                                                        Sponsor
                                                                    Organizations
                                                                          Sponsor
                                                                     Organizations
                                                                            Sponsor
                                                                       Organizations
                                                                         Organizations

                     Entrepreneurship
                                                                                                                                        Advocacy




                                                                           Leadership                          Leadership and
                                                                             Team                              Communication
         STEM
                                     Talent
                                  Development




                                                                                                 Industry
             Adult                                          Industry
                                                                                                Innovation
                                                         Transformation
                                                                                                                            Biomed
                                                                                                                           and Health
                                                                                                                             Care
                                 Forestry
                                 and Fiber


                                                                                                             Next Energy
                                                                                   Innovative
                                                Mining
                                                                                      MFG
                                                               Transport                        Creative
                                                               Logistics




Monday, November 23, 2009
• Module 1: Open Networks
                   • Module 2: Strategic Outcomes
                   • Module 3: Strategic Initiatives
                   • Module 4: Web 2.0


Monday, November 23, 2009
We start with What should we do?
           This is the strategic question which is really
           2 questions: Where are we going? How will we
           get there?




Monday, November 23, 2009
Exercise: Define the coffee cup




Monday, November 23, 2009
Let’s start with defining an outcome.

              Where are we going?

                                                Where do we want our region to be?



                                                 What will people be doing? And how
                                                       will they be doing it?
              1. Pick an focus area

              2. Define an outcome with 3 characteristics




Monday, November 23, 2009
We can use this network map to define our strategy
      more clearly
                                                                      Sponsor
                                                                        Sponsor
                                                                    Organizations
                                                                          Sponsor
                                                                     Organizations
                                                                            Sponsor
                                                                       Organizations
                                                                         Organizations
                                                                                                                      Strategic Focus Areas



                                                                           Leadership                          Leadership and
                                                                             Team                              Communication
                                     Talent
                                  Development
               STEM




                    Entrepreneu                                                                  Industry
                       rship                                Industry                            Innovation
                                                         Transformation
                                                                                                                            Biomed
                                                                                                                           and Health
                                                                                                                             Care
                                  Forestry
                                  and Fiber


                                                                                                             Next Energy
                                                                                   Innovative
                                                Mining                                MFG
                                                               Transport                        Creative
                                                               Logistics




Monday, November 23, 2009
• Module 1: Open Networks
                   • Module 2: Strategic Outcomes
                   • Module 3: Strategic Initiatives
                   • Module 4: Web 2.0


Monday, November 23, 2009
Monday, November 23, 2009
• Module 1: Open Networks
                   • Module 2: Strategic Outcomes
                   • Module 3: Strategic Initiatives
                   • Module 4: Web 2.0


Monday, November 23, 2009
• http://www.northlandstrategy.net/join
                   • Invitation Code: northland
                   • http://vimeo.com/channels/strategicdoing




Monday, November 23, 2009
• Module 5: Strategic Action Plan
                   • Module 6: Using Strategic Doing



Monday, November 23, 2009
Strategic Action Plans: Modular, simple

                   Introduction:
                            What’s Changed
                            Our Opportunity
                   Our Vision and Purpose
                      1. Strategic Focus Area
                             ‣ Outcome and Metrics
                             ‣ Initiatives
                             ‣ Action Steps
                      2. Strategic Focus Area
                             ‣ Outcome and Metrics
                             ‣ Initiatives
                             ‣ Action Steps
Monday, November 23, 2009
Our Vision

          We will hand to future generations a Northland region that:

          Embraces entrepreneurs with thick networks of connections to speed
          investment and encourage risk-taking;

          Promotes creative minds and innovative thinking across business, education
          and government;

          Transforms our education systems from early childhood to mature adulthood
          to provide the 21st century skills we need to prosper; and

          Connects our region globally with the leadership skills to act strategically and
          prepare for what's next.




Monday, November 23, 2009
Transformation Opportunities       Sponsor             Entrepreneurship
                                              Sponsor
                                          Organizations
                                                Sponsor          and Innovation
                Forestry and fiber          Organizations
                                                  Sponsor
                                             Organizations         Focus Area
                     Mining                    Organizations
           Transportation and Logistics




                                           Talent Development      Education
                                                  Forum          Transformation
                                                                   Focus Area
           Emerging Opportunities

           Innovative Manufacturing
           Creative and Professional
           Biomed and Health Care
                  Next Energy




                                                                Leadership and
                                                                   Networks
                                                                  Focus Area




Monday, November 23, 2009
Transformation Opportunities       Sponsor            Entrepreneurship
                                              Sponsor
                                          Organizations
                                                Sponsor         and Innovation
                Forestry and fiber          Organizations
                                                  Sponsor
                                             Organizations        Focus Area
                     Mining                    Organizations
           Transportation and Logistics




                                             Entrepreneurial
                                                 Talent           Education
                                                 Forum          Transformation
                                                                  Focus Area
           Emerging Opportunities

           Innovative Manufacturing
           Creative and Professional
           Biomed and Health Care
                  Next Energy




                                                               Leadership and
                                                                  Networks
                                                                 Focus Area




Monday, November 23, 2009
Transformation Opportunities                                                    Emerging Opportunities

  Forestry and fiber                                                              Innovative Manufacturing
  Mining                                                                         Creative and Professional
  Transportation and Logistics                                                   Biomed and Health Care
                                                                                 Next Energy




                              Sponsor
                                Sponsor
                            Organizations
                                  Sponsor
                             Organizations         Talent Development
                                    Sponsor
                               Organizations
                                 Organizations            Forum




                                  Leadership and       Education        Entrepreneurship
                                     Networks        Transformation      and Innovation
                                    Focus Area         Focus Area          Focus Area




Monday, November 23, 2009
Transformation Opportunities                                                               Emerging Opportunities

         Forestry and fiber                                                                         Innovative Manufacturing
         Mining                                                                                    Creative and Professional
         Transportation and Logistics                                                              Biomed and Health Care
                                                                                                   Next Energy




                              Sponsor
                                Sponsor
                            Organizations
                                  Sponsor
                             Organizations
                                                                  Entrepreneurial
                                    Sponsor
                               Organizations                          Talent
                                 Organizations                        Forum




                Leadership and                     Education                                                Research and
                                                                                Entrepreneurship
                   Networks                      Transformation                                              Innovation
                                                                                   Focus Area
                  Focus Area                       Focus Area                                                Focus Area




Monday, November 23, 2009
Monday, November 23, 2009
• Module 5: Strategic Action Plan
                   • Module 6: Using Strategic Doing



Monday, November 23, 2009
Proposed Outcome:

         We will build an internationally recognized entrepreneurial region in the Northland
         which will:

            * Push the boundaries of our markets with business idea networks, business plan
         competitions, and new product development initiatives
            * Challenge young people to create their own jobs with creative entrepreneurial
         thinking
            * Expand our financial, management and mentoring networks to encourage
         entrepreneurial firms

         Proposed Initiatives

         To accomplish our outcomes we will

           1. Triple the size of our Greenstone Group initiative in three years
           2. Triple the size of Apex's strategy consulting initiative in three years
           3. Triple the scope of our CEO's in Classroom initiative and move it into our
         Wisconsin counties
           4. Launch a wood products cluster initiative through NRRI to engage up to 50
         firms in a new product development network
           5. Expand our web portal to include all 17 counties and expand the scope to focus
         on innovation and entrepreneurship resources
           6. Launch a new business idea initiative targeted at our rural counties
Monday, November 23, 2009

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Northland Strategic Doing Workshop

  • 1. Strategic Doing in the Northland Region: A Workshop Ed Morrison Purdue Center for Regional Development November 19-20, 2009 Monday, November 23, 2009
  • 2. Strategic Doing in the Northland Region: A Workshop Ed Morrison Purdue Center for Regional Development November 19-20, 2009 Monday, November 23, 2009
  • 3. My Outcomes 1. A stronger regional leadership team 2. A Northland Strategic Action Plan Version 0.1 3. Leaders who understand how to guide Strategic Conversations with Strategic Doing 4. Leaders comfortable with the Web 2.0 workspace: Northlandstrategy.net Monday, November 23, 2009
  • 4. Ground Rules • Focus on the task at hand • Speak from your experience • No speeches, No bumper stickers • Raise issues early • Challenge each other to think more clearly • Put your cell phones away • Break when you need to Monday, November 23, 2009
  • 5. • Module 1: Open Networks • Module 2: Strategic Outcomes • Module 3: Strategic Initiatives • Module 4: Web 2.0 Monday, November 23, 2009
  • 7. Question: Who makes the iPhone? Answer: A network led by Apple The iPhone production network Monday, November 23, 2009
  • 8. Question: How many companies made the Wizard of Oz? Answer: One (Metro-Goldwyn Mayer) Monday, November 23, 2009
  • 9. Question: How many companies made the Spider Man 3? Answer: Fifty-six (working in a network) Monday, November 23, 2009
  • 10. 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 Monday, November 23, 2009
  • 11. 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 Monday, November 23, 2009
  • 12. We need new approaches to think and act strategically within our communities and regions Strategy answers 2 questions: Where are we going? How will we get there? Monday, November 23, 2009
  • 13. Strategic Planning evolved to handle the complexities of managing large hierarchies...like the military and Fortune 500 companies Monday, November 23, 2009
  • 14. 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 Monday, November 23, 2009
  • 15. Strategic Planning does not work in open networks... There is no top or bottom to a network, so no one can tell anyone what to do. Monday, November 23, 2009
  • 16. Strategic Planning does not work in open networks... There is no top or bottom to a network, so no one can tell anyone what to do. Monday, November 23, 2009
  • 17. Strategic Doing is designed for open networks...where there is no separation of thinking from doing Monday, November 23, 2009
  • 18. Strategic Doing is like paddling a kayak in the ocean The task requires quick strategic decisions and continuous “doing” Monday, November 23, 2009
  • 19. Strategic Doing is simple, but not easy. It takes practice... As we answer these questions, we generate the components of our Strategic Action Plan Monday, November 23, 2009
  • 20. Strategic Doing is simple, but not easy. It takes practice... As we answer these questions, we generate the components of our Strategic Action Plan Strategic Strategic Strategic Strategic Strategic Action Plan Action Plan Action Plan Action0.1Plan Action0.1 Version 0.1 Version 0.1Plan Version 0.1 Version Version Monday, November 23, 2009
  • 21. Strategic Doing quickly generates “link and leverage” strategies...Connecting our assets to our opportunities Strategic Doing produces alignments, links and leverage Monday, November 23, 2009
  • 22. Milwaukee 7 Water Cluster 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 19 Monday, November 23, 2009
  • 23. Milwaukee 7 Water Cluster 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 19 Monday, November 23, 2009
  • 24. Strategic Doing produces a swarm of innovations Disruptive innovation Swarm innovation Monday, November 23, 2009
  • 25. As we connect assets to our opportunities and actually do something, we notice the atmosphere changing... The “network effect” takes hold... High Inflection Point ne Zo Opportunities ty ni rtu po Low Op Low High Trust and collaboration Monday, November 23, 2009
  • 26. At Purdue, we have used Strategic Doing to generate over 50 initiatives (each with metrics) in four focus areas...with one administrator Core Focus Group 4 Focus 1 Focus Focus 2 3 Initiatives Initiatives Monday, November 23, 2009
  • 27. Here’s how the Northland narrative starts to emerge from the documents you have prepared Monday, November 23, 2009
  • 28. Here’s how your strategy starts to emerge from the documents you have prepared Partner Sponsor Sponsor Organizations Organizations Sponsor Organizations Sponsor Organizations Organizations Strategic Focus Areas Core Team Leadership Leadership and Team Communication Talent Development STEM Strategic Initiatives Entrepreneu Industry rship Industry Innovation Transformation Biomed and Health Care Forestry and Fiber Next Energy Innovative Mining MFG Transport Creative Logistics Monday, November 23, 2009
  • 29. Here’s how the new Northland narrative starts to emerge from the documents you have prepared Sustainability Health Innovation Creativity Talent Entrepreneur Monday, November 23, 2009
  • 30. We start with What could we do? Monday, November 23, 2009
  • 31. You have already started to answer that question... Sponsor Sponsor Organizations Sponsor Organizations Sponsor Organizations Organizations Strategic Focus Areas Leadership Leadership and Team Communication Talent Development STEM Entrepreneu Industry rship Industry Innovation Transformation Biomed and Health Care Forestry and Fiber Next Energy Innovative Mining MFG Transport Creative Logistics Monday, November 23, 2009
  • 32. Do we have this right? Is it a good starting point? Sponsor Sponsor Organizations Sponsor Organizations Sponsor Organizations Organizations Leadership Leadership and Team Communication Talent Development STEM Entrepreneu Industry rship Industry Innovation Transformation Biomed and Health Care Forestry and Fiber Next Energy Innovative Mining MFG Transport Creative Logistics Monday, November 23, 2009
  • 33. Sponsor Sponsor Organizations Sponsor Organizations Sponsor Organizations Organizations Entrepreneurship Advocacy Leadership Leadership and Team Communication STEM Talent Development Industry Adult Industry Innovation Transformation Biomed and Health Care Forestry and Fiber Next Energy Innovative Mining MFG Transport Creative Logistics Monday, November 23, 2009
  • 34. • Module 1: Open Networks • Module 2: Strategic Outcomes • Module 3: Strategic Initiatives • Module 4: Web 2.0 Monday, November 23, 2009
  • 35. We start with What should we do? This is the strategic question which is really 2 questions: Where are we going? How will we get there? Monday, November 23, 2009
  • 36. Exercise: Define the coffee cup Monday, November 23, 2009
  • 37. Let’s start with defining an outcome. Where are we going? Where do we want our region to be? What will people be doing? And how will they be doing it? 1. Pick an focus area 2. Define an outcome with 3 characteristics Monday, November 23, 2009
  • 38. We can use this network map to define our strategy more clearly Sponsor Sponsor Organizations Sponsor Organizations Sponsor Organizations Organizations Strategic Focus Areas Leadership Leadership and Team Communication Talent Development STEM Entrepreneu Industry rship Industry Innovation Transformation Biomed and Health Care Forestry and Fiber Next Energy Innovative Mining MFG Transport Creative Logistics Monday, November 23, 2009
  • 39. • Module 1: Open Networks • Module 2: Strategic Outcomes • Module 3: Strategic Initiatives • Module 4: Web 2.0 Monday, November 23, 2009
  • 41. • Module 1: Open Networks • Module 2: Strategic Outcomes • Module 3: Strategic Initiatives • Module 4: Web 2.0 Monday, November 23, 2009
  • 42. • http://www.northlandstrategy.net/join • Invitation Code: northland • http://vimeo.com/channels/strategicdoing Monday, November 23, 2009
  • 43. • Module 5: Strategic Action Plan • Module 6: Using Strategic Doing Monday, November 23, 2009
  • 44. Strategic Action Plans: Modular, simple Introduction: What’s Changed Our Opportunity Our Vision and Purpose 1. Strategic Focus Area ‣ Outcome and Metrics ‣ Initiatives ‣ Action Steps 2. Strategic Focus Area ‣ Outcome and Metrics ‣ Initiatives ‣ Action Steps Monday, November 23, 2009
  • 45. Our Vision We will hand to future generations a Northland region that: Embraces entrepreneurs with thick networks of connections to speed investment and encourage risk-taking; Promotes creative minds and innovative thinking across business, education and government; Transforms our education systems from early childhood to mature adulthood to provide the 21st century skills we need to prosper; and Connects our region globally with the leadership skills to act strategically and prepare for what's next. Monday, November 23, 2009
  • 46. Transformation Opportunities Sponsor Entrepreneurship Sponsor Organizations Sponsor and Innovation Forestry and fiber Organizations Sponsor Organizations Focus Area Mining Organizations Transportation and Logistics Talent Development Education Forum Transformation Focus Area Emerging Opportunities Innovative Manufacturing Creative and Professional Biomed and Health Care Next Energy Leadership and Networks Focus Area Monday, November 23, 2009
  • 47. Transformation Opportunities Sponsor Entrepreneurship Sponsor Organizations Sponsor and Innovation Forestry and fiber Organizations Sponsor Organizations Focus Area Mining Organizations Transportation and Logistics Entrepreneurial Talent Education Forum Transformation Focus Area Emerging Opportunities Innovative Manufacturing Creative and Professional Biomed and Health Care Next Energy Leadership and Networks Focus Area Monday, November 23, 2009
  • 48. Transformation Opportunities Emerging Opportunities Forestry and fiber Innovative Manufacturing Mining Creative and Professional Transportation and Logistics Biomed and Health Care Next Energy Sponsor Sponsor Organizations Sponsor Organizations Talent Development Sponsor Organizations Organizations Forum Leadership and Education Entrepreneurship Networks Transformation and Innovation Focus Area Focus Area Focus Area Monday, November 23, 2009
  • 49. Transformation Opportunities Emerging Opportunities Forestry and fiber Innovative Manufacturing Mining Creative and Professional Transportation and Logistics Biomed and Health Care Next Energy Sponsor Sponsor Organizations Sponsor Organizations Entrepreneurial Sponsor Organizations Talent Organizations Forum Leadership and Education Research and Entrepreneurship Networks Transformation Innovation Focus Area Focus Area Focus Area Focus Area Monday, November 23, 2009
  • 51. • Module 5: Strategic Action Plan • Module 6: Using Strategic Doing Monday, November 23, 2009
  • 52. Proposed Outcome: We will build an internationally recognized entrepreneurial region in the Northland which will: * Push the boundaries of our markets with business idea networks, business plan competitions, and new product development initiatives * Challenge young people to create their own jobs with creative entrepreneurial thinking * Expand our financial, management and mentoring networks to encourage entrepreneurial firms Proposed Initiatives To accomplish our outcomes we will 1. Triple the size of our Greenstone Group initiative in three years 2. Triple the size of Apex's strategy consulting initiative in three years 3. Triple the scope of our CEO's in Classroom initiative and move it into our Wisconsin counties 4. Launch a wood products cluster initiative through NRRI to engage up to 50 firms in a new product development network 5. Expand our web portal to include all 17 counties and expand the scope to focus on innovation and entrepreneurship resources 6. Launch a new business idea initiative targeted at our rural counties Monday, November 23, 2009