ETA Atlanta Strategic Doing Workshop

Strategic Doing: Building Collaborations That

Matter

Ed MorrisonLinda Fowler

‣ Why networks?

‣ An introduction to Strategic Doing

‣ What Strategic Doing delivers

‣ The role of a hub in Strategic Doing

‣ Practicing Strategic Doing

‣ Applying Strategic Doing to State Action Plans

Today’s Roadmap

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

The iPhone production

network

Question: Who makes the iPhone?

Answer: A network ledby Apple

Question: How many companies made the Wizard of Oz?

Answer: One(Metro-Goldwyn Mayer)

Question: How many companies made the Spider Man 3?

Answer: Fifty-six(working in a network)

Question:How did regions function in a pre-networked world?

Answer:

Silos

Question:How do regions function in a networked world?

Answer: Still Silos

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

‣ Why networks?






Today’s Roadmap

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

As organizations have become more networked, older strategic planning models do not work so well.

The reason: There is no top or bottom to a network.

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

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

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

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

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

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

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

Key Insight: People move in the direction of their conversations

What could we do together?

What should we do together?

What will we do together?

How will we learntogether?

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

Strategic Doing begins when a core team of people agrees to take responsibility for the Strategic Doing process...

The Core Group agrees to use a Strategic Doing process to produce and update a Strategic Action Plan

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

Within each focus area, teams start with initiatives or projects

30 Days30 Days

The process of shaping a strategy is continuous

The team starts with Strategic Action Plan Version 1.0, then 1.1, then 1.2 and so on...

1.1 1.21.0 1.3

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

‣ Why networks?






Today’s Roadmap

Strategic Doing generates “link and leverage” strategies

Strategic Strategic Doing Doing

produces produces alignmentsalignments, links and , links and leverageleverage

A great example...The new Water Councilin SE Wisconsin

27© 2008, Brian D. Thompson, UWM Research Foundation 10/6/08

Funds

Fluid Transport/ Civil & Ind. Engr.

Detection

Materials

Bioscience

Pumps/ Valves/

Components

Analysis/ Measuring/

Control

Water User

Consumer Products

Treatment/ Processing/ Softening

Utilities

Funding Agencies

Academic Institutions

Private SectorPublic Sector

Water, Water, Water, …

DOE

EPA

NSF

USDA

DoD

NOAA/DOC

Interior

World Bank

Foundations

InternationalPartners

NIHGreater

MilwaukeeFoundation

UWM

Marquette

UW-Madison

WATER Inst.Chem & Biosci

School of Freshwater Science

CEAS

Physics

MSOE

Fluid Power

Rapid Proto Center

M7/GMCMMSD

City ofMilwaukee

DNRUNDP

Federal Government

Municipalities

Water Council

Pentair• Filtering & purification

GE

Badger Meter• Water meters• Meter reading systems

Procorp• Water reuse & softening • Phosphate & radium removal

AO Smith• Water heaters

Kohler• Faucets• Materials, coatings, plating• Casting technology

Miller Coors• Intake quality, output quality• Energy consumption

AquaSensorsThermo Fisher

Scientific

Fall River

Great Lakes Water• Water treatment equipment Advanced

Chemical Systems• Ind. wastewater treatment

CH2MHILL• Engineering services

ITT

Sanitarie• Wastewater treatment

design

Flygt• pumps

SiemensJoyBucyrus

Veolia• Water utilities

OpportunitiesEnvironmental• Algae control (& exploitation)• Removal of PCBs from lakes & rivers• Storm water containment, • Road salt• Ship’s ballast – policy/enforcement• Aquaculture• Lake Michigan contamination• Policy issues – metering/incentives

Energy/Efficiency• Ethanol production efficiency• Tar sands water treatment• Elimination of boiler scaling• Increasing brewing efficiency• Increased efficiency of water heating• Speeding treatment for large volumes• Increasing treatment efficiency

Processing/Treatment•Municipal wastewater treatment–Storm water treatment–Reduced use of chemicals•Industrial wastewater treatment–Farm manure, food processing waste, metals–Utilizing sewer sludge•Residential Water Treatment–Residential water treatment, home filtration–Residential Water softening without salt

•Reverse Osmosis•Softening•Ships ballast - treatment•Treatment targets–PCBs in sewer pieps–Desalinzation–Radium in ground water–Pharmaceuticals–Phosphate

Monitoring/Detection• Water security• Real time monitoring • User detection systems• Real time sensing for life forms• Pharmaceuticals

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

Funds

Fluid Transport/ Civil & Ind. Engr.

Detection

Materials

Bioscience

Pumps/ Valves/

Components

Analysis/ Measuring/

Control

Water User

Consumer Products

Treatment/ Processing/ Softening

Utilities

Funding Agencies

Academic Institutions

Private SectorPublic Sector

Water, Water, Water, …

DOE

EPA

NSF

USDA

DoD

NOAA/DOC

Interior

World Bank

Foundations

InternationalPartners

NIHGreater

MilwaukeeFoundation

UWM

Marquette

UW-Madison

WATER Inst.Chem & Biosci

School of Freshwater Science

CEAS

Physics

MSOE

Fluid Power

Rapid Proto Center

M7/GMCMMSD

City ofMilwaukee

DNRUNDP

Federal Government

Municipalities

Water Council

Pentair• Filtering & purification

GE

Badger Meter• Water meters• Meter reading systems

Procorp• Water reuse & softening • Phosphate & radium removal

AO Smith• Water heaters

Kohler• Faucets• Materials, coatings, plating• Casting technology

Miller Coors• Intake quality, output quality• Energy consumption

AquaSensorsThermo Fisher

Scientific

Fall River

Great Lakes Water• Water treatment equipment Advanced

Chemical Systems• Ind. wastewater treatment

CH2MHILL• Engineering services

ITT

Sanitarie• Wastewater treatment

design

Flygt• pumps

SiemensJoyBucyrus

Veolia• Water utilities

OpportunitiesEnvironmental• Algae control (& exploitation)• Removal of PCBs from lakes & rivers• Storm water containment, • Road salt• Ship’s ballast – policy/enforcement• Aquaculture• Lake Michigan contamination• Policy issues – metering/incentives

Energy/Efficiency• Ethanol production efficiency• Tar sands water treatment• Elimination of boiler scaling• Increasing brewing efficiency• Increased efficiency of water heating• Speeding treatment for large volumes• Increasing treatment efficiency

Processing/Treatment•Municipal wastewater treatment–Storm water treatment–Reduced use of chemicals•Industrial wastewater treatment–Farm manure, food processing waste, metals–Utilizing sewer sludge•Residential Water Treatment–Residential water treatment, home filtration–Residential Water softening without salt

•Reverse Osmosis•Softening•Ships ballast - treatment•Treatment targets–PCBs in sewer pieps–Desalinzation–Radium in ground water–Pharmaceuticals–Phosphate

Monitoring/Detection• Water security• Real time monitoring • User detection systems• Real time sensing for life forms• Pharmaceuticals

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

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

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

• Chen, Junhong – nano materials, sensors

• Li, Jin – pollutant transport modeling• Bravo, Hector – hydraulic modeling• Christensen, Erik – pollutants in water• Amano, Ryoichi - CFD• Pillia, Krisna – porous media modeling• Kevin Renken- mass transfer• Sobolvev – biproducts utilization• Doug Cherkauer – groundwater hydrology

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

• Tim Ehlinger – aquatic systems

• Burlage – PCR environmental test

• Shangping Xu – safe drinking water

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

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

Gorilla innovation Swarm innovation

Strategic Doing produces a swarm of innovations

‣ Why networks?






Today’s Roadmap

Strategic Doing needs:

•A “safe, creative space” for creativity to take place

•Simple rules of civility to promote “deep conversations”

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

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

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

‣Civility represents "the sacrifices that we make for the sake of living together."

‣Civility recognizes our inter-dependence.

‣Without civility, we cannot do the complex thinking and experimentation that workforce development requires...

The Thrive region of 8 counties around Madison, Wisconsin has adopted Principles of Collaboration

‣ Why networks?






Today’s Roadmap





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


1. Explore the assets at the table

2. Watch for patterns and possible connections

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

What are the assets within our region that we can connect to establish national leadership in the skill

assessments?

What are the opportunities we see when we connect these assets? How do you describe this

opportunity? How can we link and leverage these assets?

Examples can include people, organizations, events, programs....

Opportunity 1: Example: we could conduct monthly webinars to inform us of the innovations taking place in the region.

Opportunity 2: Example: We could conduct a Youth Summit once or twice a year to keep everyone on track and connected

Date:Questions? Contact:

Here’s an example of a worksheet to connect assets to opportunities from a Strategic Doing Pack

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

The “network effect” takes hold...







1. Pick an opportunity

2. Define an outcome with 3 characteristics

3. Describe a transition path using SMART Goals

Where do you want to be in 3 Where do you want to be in 3 years?years?

SMART = Simple + SMART = Simple + Measurable +Achievable + Measurable +Achievable + Relevant + Time SensitiveRelevant + Time Sensitive

What will people be doing? And What will people be doing? And how will they be doing it?how will they be doing it?

Pick something Pick something transformative..not just transformative..not just

something you are already something you are already doing...Pick something that you doing...Pick something that you can do together that you cannot can do together that you cannot

just do alonejust do alone

What does success look like? Define 3 characteristics of your Outcome.

Example: Creating a nationally recognized workforce summit that regularly pushes innovative initiatives to address the challenges of at-risk youth.

Characteristic 1: Active on-line community of innovators

Characteristic 2: Strategy teams that engage at-risk youth as members

Characteristic 3: Example: Regular webcasts


Here’s a worksheet for defining characteristics of an outcome...

SMART GOALS

For this project by this date....

SMART GOALS

We will do this....

Example: By September 2009

We convene a core team of professionals in the region interested in at-risk youth


Here’s a worksheet for SMART Goals to mark a pathway







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

2. Make personal commitments

Action Steps: To move our project

forward over the next thirty days, we will do

these actin steps:

Responsible: By When:


Here’s a worksheet for an Action Plan






How will we learn together?

1. Capture your conversation on the web

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

1.1 1.21.0 1.3

Strategic Doing is like paddling a kayak in the ocean

The task requires quick strategic assessments and continuous “doing”

‣ Why networks?






Today’s Roadmap

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

1.“Transformed” Intake

2.“Transformed” Process

3.“Transformed” Services

4.“Transformed” Analysis

5.“Transformed” Tools

6.Effective Policy Guidance

You can start drawing your strategy map this way: :

Within each focus areas, you have a set of promising initiatives to start. Pick one or more initiatives and organize a 1-2 hour Strategic Doing workshop to start...

1. Transformed Intake

1.1 Skill Assessments

1.2 Triage Models

1.3 Early Warning Systems

2. Transformed Process

2.1 One Stop Redesign

2.2 UI/WIA Integration

2.3 Priority of Service

Chances are, you will not do everything all at once.

Your Strategic Action Plan will focus on a more limited set of priority of focus areas and initiatives.

Preliminary Checklist for a Strategic Doing Workshop✓ Prepare Strategic Doing Pack of workshop exercises (use

a template to start)

✓ Provide copies of Strategic Doing Packs to participants

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

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

✓ Appoint at least one Knowledge Keeper who will summarize and draw connections to what is being said in the Strategic Doing Pack

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

The Strategic Doing workshop will generate the components of a Strategic Action Plan for that initiative:1.1 Skill Assessments

Outcome for Skill Assessments:

SMART Goals for Skill Assessments:

Skill Assessment Action Plan:

Schedule for Revision:

What could we do

together?

What should we do

together?

What will we do

together?


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

1.0

2.0

3.0 4.0

5.0

6.0

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

1.1

1.2

2,1

3,14,1

5,1

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

The Strategy Map is flexible. There is no one right way to draw it. The key point that you focus on doing something...

The Atlanta Region has modified the strategy framework developed in at the national re-employment summit in Baltimore

Thank you!

Questions?

Ed [email protected]

Linda [email protected]

mailto:[email protected]

mailto:[email protected]

ETA Atlanta Strategic Doing Workshop

Technology

class research

strategic

strategic

core team

research enterprise

strategy map

risk youth

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