Strategy Outside of the Plan

Strategy

Strategy

Life Strategic Plans

Life Strategic Plans

• Bring organizations master level facilitation, so they can in turn craft stronger visions and paths to achieving those visions, impacting their members, communities, society, and the world

Life Strategic Plans

Life Strategic Plans

• Be of service to friends, colleagues, and those in need - serving as a hub of connection, catalyzing new relationships for mutual benefit.

Life Strategic Plans

Life Strategic Plans

• Be Abba before anything else in life
• Don't just speak to my children, but with them
• Give them room to learn and fail, but be safe
• Everyday, make sure they know how loved they are

Life Strategic Plans

Strategic Plan Deficits

• Shared Vision, Mission
• Consensus definitions of success
• Targeted resource allocation/efforts
• Tool to communicate intended focus & impact
• Historical perspective & learning

Strategic Plan Deficits

• Moment in time - these are times of change
• Authors cycle off w/out new ownership
• Voice of the member/community
• Process expertise is not a requirement
• Created for, rather than with

Strategic Plan

History

Vision

Org Vision/Mission

Audiences

Core Values

Pillars

Goals/Success

Objectives

Near Term Results

Operational Plan

Strategic Plan

• History
• Mission/Vision
• Core Audiences/Values
• Pillars
• Goals
• Objectives
• Near Term Results
• Operational Plan

Strategy Outside the Plan

5 Approaches to Strategy

1. Listening as a Board Competency

1. Listening as a Board Competency

• 6 month member survey
• Monthly Calls
• Member site visits
• Partner Advisory Group
• Audience Advisory Groups
• Competition Awareness
• Event Survey/Focus Groups

1. Listening as a Board Competency

Listening Start

2. Vision through Co-Creation

2. Vision through Co-Creation

• Right People in the Room

2. Vision through Co-Creation

• Right People in the Room
• Topics of key priority

2. Vision through Co-Creation

• Right People in the Room
• Topics of key priority
• Explore questions of understanding

2. Vision through Co-Creation

• Right People in the Room
• Topics of key priority
• Explore questions of understanding
• Prioritize what needs to be asked and known

2. Vision through Co-Creation

• Association Charrette

Vision Co-Creation Start

3. Core Audiences

3. Core Audiences

• Universal
• Core
• Needs
• Solutions
• What don't we know

3. Core Audiences

• Governance and staff systems to pursue knowledge
• Advisory groups for strategy input
• Measures

Core Audiences Start

4. Program Impact Matrix

4. Program Impact Matrix

• All programs/products
• Services/experiences
• Fiscal/Mission Impact

Untitled Slide

Untitled Slide

4. Program Impact Matrix

• All programs/products
• Services/experiences
• Fiscal/Mission Impact
• Invest/Sunset Conversation
• Impact Awareness

Program Impact Start

5. Creating Space for Innovation

5. Creating Space for Innovation

• Strategic Initiative Fund
• Innovation Grants: Industry Challenges
• Innovation Grants: Org. Challenges
• Competitions

5. Creating Space for Innovation

• Culture of Innovation - Experience Design?
• What is, What if, What wows, What works
• Tolerance for experimentation
• Rapid Prototyping

Innovation Start

Strategy Outside the Plan

• Listening as Board Competency
• Visioning
• Core Audiences
• Program Impact Matrix
• Space for Innovation

A Strategic Plan

Strategic Focus

Strategic Expertise

Questions?

Questions?

• Lowell Aplebaum
• Vista Cova
• lowell@vistacova.com