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Translating a Strategy into
Action with Strategic Doing

AIM to WIN Region
Winona, MN
Ed Morrison: edmorrison@purdue.edu
Purdue Center for Regional Development
August, 2009
Ed Morrison presented this material to the leadership group of the AIM2WIN
region. The workshop was held in Winona, MN on August 26, 2009.

The workshop was designed to help the leaders launch their strategy by
translating their strategy documents -- developed through a series of reports and
workshops -- into a set of pragmatic strategic action plans.

This material is copyright Ed Morrison and distributed under a Creative
Commons 3.0 attribution license. That means you are free to modify, copy and use
this material for commercial purposes provided that you attribute it as follows:

Source: Ed Morrison, Distributed under a Creative Commons 3.0 license.

You can learn more about the Creative Commons license at
www.creativecommons.org
This Strategic Doing Session took place in Winona, MN
        on August 26, 2009

        The AIM to WIN region is 27 counties with nearly 1
        million people. The region won a Regional Innovation
        Grant (RIG) from the U.S. Department of Labor.

        The region then engaged Angelou Economics (AE) to
        map the assets and uncover opportunities for
        developing the region.
!

        At the meeting in Winona, AE presented their findings,
        and then we moved into a Strategic Doing session. The
    !   work session focused on three opportunities outlined
        by AE: Building a STEM collaboration; Designing career
        pathways in renewable energy and life sciences; and
        developing a smart supplier network.
Why Strategic Doing?

Because the disciplines of strategic planning do not work
well in open networks...They do not lead to the formation
and guidance of collaboration


                                         A small group at the top
                                         did the thinking




                                  A larger group at the
                                  bottom did the doing
Strategic Doing generates swarm innovation in open
networks through fast cycles of thinking and doing with
“link and leverage” strategies


                      Strategic Doing
                          produces
                      alignments, links
                        and leverage
Strategic Doing involves answering four questions quickly...It
is a simple, but not easy, discipline

                             What could
                            we do together?


                                Find




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




                                Plan

                              What will
                            we do together?
Asset Mapping
                                                                Report
You have already
started the process....
                              What could
                             we do together?


                                 Find
                                               Action Plan
                                                Report


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




                                 Plan

                               What will
                             we do together?
Developing a strategy involves making two decisions:


          Vision
          We want to be
              here




                           Where are we going?



                          How will we get there?


           We are here
Use clear characteristics to define an outcome...Visions are often
too vague and fleeting to generate and sustain commitment


                    Vision
                     We want to be
                         here




             Strategic Outcome
                 Focus Area


        Characteristic Characteristic Characteristic




                                                       Define an outcome
                                                       with clear characteristics
When characteristics are clear, metrics are easy...We reach
consensus on what success looks like


                    Vision
                     We want to be
                         here




             Strategic Outcome
                 Focus Area


        Characteristic Characteristic Characteristic




           Metric         Metric         Metrics       Clear characteristics
                                                       lead to simple metrics
Vision
             We want to be
             We want to be
                 here




     Strategic Outcome
         Focus Area


Characteristic Characteristic Characteristic




   Metric         Metric         Metrics




                                               How will we get there?




             We are here
Vision
                        We want to be
                            here
                                                       We are dealing with intensely
                                                       practical people in our networks.
               Strategic Outcome
                   Focus Area                          Unless we can explain a project in
                                                       clear terms, they will not commit.
        Characteristic Characteristic Characteristic
                                                       The easiest way to explain a project
              Metric        Metric       Metrics
                                                       clearly is with SMART Goals and a
               Strategic Initiatives                   30 day action plan
                     Projects


SMART Goals
 Milestones



                                                         Define clear projects by focusing on
                                                         SMART Goals
                       Action Plans

                                                         Make specific action plans focusing
                                                         on 30 days
                        We are here
Strategic Doing Short Form


                        Vision                          STRATEGIC FOCUS AREA:



                        We want to be                   STRATEGIC OUTCOME (May be one of several)
                            here



                                                        CHARACTERISTIC                    CHARACTERISTIC             CHARACTERISTIC

               Strategic Outcome
                   Focus Area
                                                        INITIATIVE or PROJECT to achieve the strategic outcome:


        Characteristic Characteristic Characteristic




              Metric        Metric       Metrics

               Strategic Initiatives
                     Projects


SMART Goals
 Milestones




                       Action Plans                      HOW DO WE MEASURE and DETERMINE SUCCESS? Metrics should connect with characteristics

                                                       METRIC 1                           METRIC 2                  METRIC 3




                        We are here                                     A REVIEW and FOLLOW UP SESSION is scheduled for
                                                                             DATE:         TIME:         PLACE:
For governance....Organize your strategy around Strategic
Focus Areas and teams. Use one page agreements for each
team and project or initiative.
                                     Executive Committee
                                        Monthly Meetings




                                                               Strategic
                 Strategic                                    Focus Team
                Focus Team                                         4
                     1
                                            Core
                                            Team


  Initiatives


                         Strategic
                        Focus Team
                             2
                                                  Strategic
                                                 Focus Team
                                                      3
Today, we are working on three projects in two focus areas

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Translating a Strategy into Action with Strategic Doing

  • 1. Translating a Strategy into Action with Strategic Doing AIM to WIN Region Winona, MN Ed Morrison: edmorrison@purdue.edu Purdue Center for Regional Development August, 2009
  • 2. Ed Morrison presented this material to the leadership group of the AIM2WIN region. The workshop was held in Winona, MN on August 26, 2009. The workshop was designed to help the leaders launch their strategy by translating their strategy documents -- developed through a series of reports and workshops -- into a set of pragmatic strategic action plans. This material is copyright Ed Morrison and distributed under a Creative Commons 3.0 attribution license. That means you are free to modify, copy and use this material for commercial purposes provided that you attribute it as follows: Source: Ed Morrison, Distributed under a Creative Commons 3.0 license. You can learn more about the Creative Commons license at www.creativecommons.org
  • 3. This Strategic Doing Session took place in Winona, MN on August 26, 2009 The AIM to WIN region is 27 counties with nearly 1 million people. The region won a Regional Innovation Grant (RIG) from the U.S. Department of Labor. The region then engaged Angelou Economics (AE) to map the assets and uncover opportunities for developing the region. ! At the meeting in Winona, AE presented their findings, and then we moved into a Strategic Doing session. The ! work session focused on three opportunities outlined by AE: Building a STEM collaboration; Designing career pathways in renewable energy and life sciences; and developing a smart supplier network.
  • 4. Why Strategic Doing? Because the disciplines of strategic planning do not work well in open networks...They do not lead to the formation and guidance of collaboration A small group at the top did the thinking A larger group at the bottom did the doing
  • 5. Strategic Doing generates swarm innovation in open networks through fast cycles of thinking and doing with “link and leverage” strategies Strategic Doing produces alignments, links and leverage
  • 6. Strategic Doing involves answering four questions quickly...It is a simple, but not easy, discipline What could we do together? Find How will we learn What should together? Learn Focus we do together? Plan What will we do together?
  • 7. Asset Mapping Report You have already started the process.... What could we do together? Find Action Plan Report Text How will we learn What should together? Learn Focus we do together? Plan What will we do together?
  • 8. Developing a strategy involves making two decisions: Vision We want to be here Where are we going? How will we get there? We are here
  • 9. Use clear characteristics to define an outcome...Visions are often too vague and fleeting to generate and sustain commitment Vision We want to be here Strategic Outcome Focus Area Characteristic Characteristic Characteristic Define an outcome with clear characteristics
  • 10.
  • 11. When characteristics are clear, metrics are easy...We reach consensus on what success looks like Vision We want to be here Strategic Outcome Focus Area Characteristic Characteristic Characteristic Metric Metric Metrics Clear characteristics lead to simple metrics
  • 12. Vision We want to be We want to be here Strategic Outcome Focus Area Characteristic Characteristic Characteristic Metric Metric Metrics How will we get there? We are here
  • 13. Vision We want to be here We are dealing with intensely practical people in our networks. Strategic Outcome Focus Area Unless we can explain a project in clear terms, they will not commit. Characteristic Characteristic Characteristic The easiest way to explain a project Metric Metric Metrics clearly is with SMART Goals and a Strategic Initiatives 30 day action plan Projects SMART Goals Milestones Define clear projects by focusing on SMART Goals Action Plans Make specific action plans focusing on 30 days We are here
  • 14. Strategic Doing Short Form Vision STRATEGIC FOCUS AREA: We want to be STRATEGIC OUTCOME (May be one of several) here CHARACTERISTIC CHARACTERISTIC CHARACTERISTIC Strategic Outcome Focus Area INITIATIVE or PROJECT to achieve the strategic outcome: Characteristic Characteristic Characteristic Metric Metric Metrics Strategic Initiatives Projects SMART Goals Milestones Action Plans HOW DO WE MEASURE and DETERMINE SUCCESS? Metrics should connect with characteristics METRIC 1 METRIC 2 METRIC 3 We are here A REVIEW and FOLLOW UP SESSION is scheduled for DATE: TIME: PLACE:
  • 15. For governance....Organize your strategy around Strategic Focus Areas and teams. Use one page agreements for each team and project or initiative. Executive Committee Monthly Meetings Strategic Strategic Focus Team Focus Team 4 1 Core Team Initiatives Strategic Focus Team 2 Strategic Focus Team 3
  • 16. Today, we are working on three projects in two focus areas