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Participatory Strategic Planning
Rudy Gonzalez
[email protected]
(951)490-7896
April 22, 2011
1
•Participatory: Stakeholders defining
vision, direction and engaged in
implementation
•Strategic: Creating a path around the
obstacles toward the vision
•Planning: design, envisioning and
implementation
What is participatory strategic planning?
Participatory Strategic Planning is getting everyone
committed to the journey of getting work done in
the most effective and efficient manner.
[email protected]
(951)490-7896
April 22, 2011
2
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Underlying Principals
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Strategic Framework

Work Plan

Evaluation
[email protected]
(951)490-7896
April 22, 2011
3

Facilitative Leadership
◦ Assumes power is in groups diversity and many
perspectives
◦ Knows methods that empower people to make
the right decisions
◦ Seeks decisions that the group will own,
implement, and correct as needed
◦ Relies on the group to create inspired action
[email protected]
(951)490-7896
April 22, 2011
4
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Values
Inclusive participation
Teamwork and collaboration
Individual and group creativity
Action and ownership
Reflection and learning
Diverse approaches tried and true and risk
taking
◦ Catalytic thinking
◦ Critical thinking
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[email protected]
(951)490-7896
April 22, 2011
5

Design Consultation
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SWOT with 2-3 key leaders
Identify 3-4 critical issues in the organization
Focus question
Design process
Logistics
[email protected]
(951)490-7896
April 22, 2011
6
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Practical Vision
Not vision statement
Envisioning real concrete pieces in the future
Individual and group brainstorming process
7 to 10 vision elements named in group
process
◦ Each element is named based on indicators in
the column with adjectives and nouns
◦ Answers the Focus Question and workshop
question
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[email protected]
(951)490-7896
April 22, 2011
7
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Underlying Contradictions
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Naming the root causes
No one person to blame
Not a lack of something
Real blocks that keep you from the vision
Process similar to practical vision
Root canal
Lynch pin to plan
[email protected]
(951)490-7896
April 22, 2011
8
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Strategic Directions
Individuals brainstorm solutions
In pairs brainstorm solutions
Group identifies 32 to 45 solutions
Group identifies 8 to 12 strategies
Group names 3to 4 strategic directions by similar
intent
◦ Name with ing action words
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[email protected]
(951)490-7896
April 22, 2011
9

Commitments
◦ Group makes commitments for accomplishments in
the next 12 months in response to each of the
strategic directions
◦ Described like SMART goals
◦ Group identifies completion qtr, lead and helpers
for each accomplishment
◦ Group identifies plan coordinator
◦ Described in past tense and start with a verb
[email protected]
(951)490-7896
April 22, 2011
10

90 Day Implementation Plan
◦ Per quarter define tasks, completion dates,
responsible person, and resources needed for
every accomplishment
◦ Report on progress of accomplishments to plan
coordinator
[email protected]
(951)490-7896
April 22, 2011
11
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Quarterly and Annual Review
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Review strategic plan
Review accomplishments and not accomplished
Learning and implications
Annual same as above but develop new
commitments for the following year
[email protected]
(951)490-7896
April 22, 2011
12
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Time for New Plan
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3 years
Work not in alignment
Low team morale
Major funding changes
Major staff changes
Strategic directions no longer effective,
contradictions have changed
[email protected]
(951)490-7896
April 22, 2011
13
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Naming vision element
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Read Focus Question
Read Workshop Question
Identify key words
Name Column with adjectives and nouns
Commitments and Calendar
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Write accomplishments in past tense using verbs
Put them by quarter
Assign lead person and helpers
Coordination
Assign plan coordinator
[email protected]
(951)490-7896
April 22, 2011
14
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Underlying Principals
◦ What one thing do you remember?
◦ What was familiar? What was new?
◦ How significant are these principals for strategic
planning?
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Strategic Framework
◦ What part stood out for you and why?
◦ Where did it connect/disconnect with your work?
◦ What insight did you get about Participatory
Strategic Planning?
[email protected]
(951)490-7896
April 22, 2011
15
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Work Plan
◦ What word or phrase would you use to describe this
section?
◦ What was the feel?
◦ What is one key to implementing a plan?
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Evaluation
◦ What evaluation piece do you remember?
◦ What resonates/not resonate?
◦ How does evaluation strengthen strategic planning?
[email protected]
(951)490-7896
April 22, 2011
16
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What is participatory strategic planning?
Participatory Strategic Planning is getting
everyone committed to the journey of
getting work done in the most effective and
efficient manner.
What shift did you have in terms of strategic
planning?
What actions can/will you take to use
participatory strategic planning?
[email protected]
(951)490-7896
April 22, 2011
17