Build planning for adaptation final 2
- 1. Improving Health Through Innovative Collaborations Planning for Adaptation: How to make a difference in complex settings Dr. Jewlya Lynn October 2015
- 2. 2 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Welcome Presenter Introduction(s) Session Objectives • Understand why adaptive planning is important and when to use adaptive planning approaches • Learn about different tools that can be part of an adaptive planning process • Learn about an online toolkit to help you apply the concepts of adaptive planning Session Outline • What is adaptive planning? • When should adaptive planning be used? • Tools for adaptive planning • Bringing it all together Overview of Learning Session
- 3. 3 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Spark Policy Institute’s Tools for Social Innovators www.sparkpolicy.com/tools
- 4. 4 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Adaptive Planning
- 5. 5 ©2014 The BUILD Health Challenge • buildhealthchallenge.org How do we usually do our planning? Strategies Results Assumptions & Context
- 6. 6 ©2014 The BUILD Health Challenge • buildhealthchallenge.org What do we do when our strategies fail? Strategies Results Hmm, how do we improve our current strategies, systems, partnerships, etc.? Assumptions & Context Hmm, let’s reevaluate whether this is the right approach. What’s happening in the environment? What did we learn from experimenting with our last strategy? Should we shift our overall strategy or even rethink our goals?
- 7. 7 ©2014 The BUILD Health Challenge • buildhealthchallenge.org What do we do when we use adaptive planning? Strategies: What are your initial ideas for how to cause the change? Results: How do you want to change the world? What smaller changes are needed to get there Assumptions & Context: What assumptions are you making? What can you learn about the context and from past experience?
- 8. 8 ©2014 The BUILD Health Challenge • buildhealthchallenge.org What does our plan look like? Strategies Results Questions our assumptions Assumptions & Context Focus on our results Rethink, revise, rethink, revise
- 9. 9 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Why is adaptive planning the right approach in the context of BUILD? Strategies Results Questions our assumptions Assumptions & Context Focus on our results Rethink, revise, rethink, revise
- 10. 10 ©2014 The BUILD Health Challenge • buildhealthchallenge.org When to use adaptive planning
- 11. 11 ©2014 The BUILD Health Challenge • buildhealthchallenge.org There are different types of problems to solve…LevelofSocialComplexity Level of Technological Complexity Simple Proble ms The right “recipe” is essential but once you’ve discovered it, replication will get you almost the same result every time Example: Baking a Cake Simple
- 12. 12 ©2014 The BUILD Health Challenge • buildhealthchallenge.org There are different types of problems to solve…LevelofSocialComplexity Level of Technological Complexity Simple Problems Socially Complicated Problems The right “protocols and formulas” are knowable and can even be known, but agreement the problem they will solve, whether it should be solved, who has the right to solve it, and what solution should be used are lacking. Example: Water Conservation Socially Complicated
- 13. 13 ©2014 The BUILD Health Challenge • buildhealthchallenge.org There are different types of problems to solve… The right “protocols and formulas” are needed, as are high levels of expertise and training – experience is built over time to get to the right result, which can be repeated over time with the expectation of success. Example: Sending a Rocket to the Moon Technically Complicated Technic ally LevelofSocialComplexity Level of Technological Complexity Technically Complicated Problems
- 14. 14 ©2014 The BUILD Health Challenge • buildhealthchallenge.org There is also a fourth type of problem…LevelofSocialComplexity Level of Technological Complexity Complex Problems There are no “right” recipes or protocols that work in every situation. There are many outside factors that influence the situation, and every situation is unique. Experience helps, but in no way guarantees success Example: Raising a Child Complex
- 15. 15 ©2014 The BUILD Health Challenge • buildhealthchallenge.org When to use adaptive planning techniques?LevelofSocialComplexity Level of Technological Complexity Compl ex Proble ms ? ? WHEN: Dynamic conditions and multiple factors require adaptation along the way, so both the pathway to change and the outcomes themselves may change over time. NOT WHEN: If solutions are implemented correctly and with quality, a pre- determined set of activities can be expected to produce a predictable chain of outcomes over time and in different settings.
- 16. 16 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Activity 2: Working through complexity Technically Complicate d Problems LevelofSocialComplexity Level of Technological Complexity Compl ex Proble ms Complex Problems Technically Complicated Problems Socially Complicated Problems Simple Problems What is technically complicated in your work? There is agreement that it needs to be done, but you don’t know how to do it best.
- 17. 17 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Activity 2: Working through complexity Technically Complicate d Problems LevelofSocialComplexity Level of Technological Complexity Compl ex Proble ms Complex Problems Technically Complicated Problems Socially Complicated Problems Simple Problems What is socially complicated in your work? There are established best practices on how to do it, but there isn’t agreement on whether to do it.
- 18. 18 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Activity 2: Working through complexity Technically Complicate d Problems LevelofSocialComplexity Level of Technological Complexity Compl ex Proble ms Complex Problems Technically Complicated Problems Socially Complicated Problems Simple Problems What is complex in your work? There is neither agreement on whether to do it, nor a clear set of practices for how to do it?
- 19. 19 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Tools for adaptive planning
- 20. 20 ©2014 The BUILD Health Challenge • buildhealthchallenge.org • Data, data, data, data Tools for adaptive planning
- 21. 21 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Data, data, data, data Data about the changes in the problem Strategies Results Questions our assumptions Assumptions & Context Focus on our results Rethink, revise, rethink, revise Evaluation of your strategies as they deploy Data about the context and problem
- 22. 22 ©2014 The BUILD Health Challenge • buildhealthchallenge.org • Strategic Roadmaps • Before and After Action Reviews • Forecasting Strategies (e.g. Scenario Mapping, Simulations, Pre-Mortems, Delphi Method) • Mapping Strategies (e.g., systems, network power, and stakeholder mapping) Specialized tools for adaptive planning
- 23. 23 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Using the tools Strategic Roadmaps Strategies Results Questions our assumptions Assumptions & Context Focus on our results Rethink, revise, rethink, revise Before & After Action Reviews Forecasting & Mapping
- 24. 24 ©2014 The BUILD Health Challenge • buildhealthchallenge.org An example: consumer health advocacy General Operating Program Grants Rapid Response Grants Convenings Learning Evaluation Policy Targets, Interim Outcomes Scenario Mapping Policy & Advocacy Framework • Reassessing scenarios • Twice yearly learning & strategy convenings • Learning evaluation • Twice yearly TCHF debriefs
- 25. 25 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Focus on Results: Strategic Roadmaps
- 26. 26 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Using the tools Strategic Roadmaps Strategies Results Questions our assumptions Assumptions & Context Focus on our results Rethink, revise, rethink, revise Before & After Action Reviews Forecasting & Mapping
- 27. 27 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Using the tools
- 28. 28 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Backwards planning
- 29. 29 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Backwards planning, on steroids
- 30. 30 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Key terms Sphere of Control Those things over which we have control – we can determine if they happen. Activities Deliverables Outputs Sphere of Influence Those things which we can only hope to influence – we can do our best to cause them to happen, but we can’t control it. Outcomes Preconditions End-of-the Road
- 31. 31 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Key terms Sphere of Control Activities Deliverables Outputs Sphere of Influence Outcomes Preconditions End-of-the Road Outcome (Preconditions): Anything we hope to influence as a result of our work. It can be short- term (such as in the next year), intermediate term (such as two to five years from now) or long-term (near the end of our road) End of the Road: The reason we are doing this work – the concrete and achievable vision we are working toward.
- 32. 32 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Strategic Roadmaps End of the Road Pre- conditions to achieving the goal Even earlier pre- conditions What that means for what we should be doing today Control Influence
- 33. 33 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Example: Farm to School Statewide Sustainable Farm to School Adequate supply Clarity on regulatory requirements On farm food safety School procurement School food safety Adequate school facilities Policy support of FTS School staff willing/able Assistance to producers Adequate reimbursement for producers
- 34. 34 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Strategic Roadmaps A sustainable system of effective pathways to work & education for opportunity youth Increased $ Public & private sector champions Effective identification Continuing education options Basic human needs services Formalized connections between sectors Internships, shadowing opportunities Youth engagement in the system
- 35. 35 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Okay, so I have my roadmap, now what? End of the Road Pre- conditions to achieving the goal Even earlier pre- conditions What that means for what we should be doing today • Helps you keep the focus on the “why” of your work – the change you’re trying to cause in the world. • Helps you plan activities as you go and keep an eye on the broader environment • Helps you tell your story • Helps you plan short- term, strategic actions
- 36. 36 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Testing Assumptions: Forecasting & Mapping Techniques
- 37. 37 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Using the tools Strategic Roadmaps Strategies Results Questions our assumptions Assumptions & Context Focus on our results Rethink, revise, rethink, revise Before & After Action Reviews Forecasting & Mapping
- 38. 38 ©2014 The BUILD Health Challenge • buildhealthchallenge.org
- 39. 39 ©2014 The BUILD Health Challenge • buildhealthchallenge.org
- 40. 40 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Scenario planning How we plan for the future How we experience the future unfolding How scenario mapping helps
- 41. 41 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Scenario planning 1 Identifies major drivers of the future 2 Envisions what variations might look like 3 Explores the implications of different futures 4 Prepares you to adapt as the future unfolds
- 42. 42 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Example from an adaptive funding strategy
- 43. 43 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Pre-Mortems
- 44. 44 ©2014 The BUILD Health Challenge • buildhealthchallenge.org It’s five years later and we failed spectacularly! Things could not have gone worse!
- 45. 45 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Example: An adaptive funding strategy Failure Limited or no policy wins Foundation changes course Grantees push back – they don’t like the uncertainty Why? Misinterpreted the environment – went after the wrong wins Turnover of key leaders that support the work Failed to integrate into current practice Adapted too much or only paid lip service to adaptation So What? High quality monitoring of environment Ongoing re-education of leaders Be intentional about institutionalizing adaptive processes Actively question level of adaptation with internal and external partners
- 46. 46 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Example: An adaptive funding strategy
- 47. 47 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Example: An adaptive funding strategy
- 48. 48 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Systems map
- 49. 49 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Systems map
- 50. 50 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Network map
- 51. 51 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Network map
- 52. 52 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Activity 5: Let’s plan our adaptive planning If you could decide for your local BUILD work… • Which of these tools for forecasting and mapping might be the most helpful in planning an adaptive approach and why?
- 53. 53 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Rethink, rethink, revise, revise
- 54. 54 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Using the tools Strategic Roadmaps Strategies Results Questions our assumptions Assumptions & Context Focus on our results Rethink, revise, rethink, revise Before & After Action Reviews Forecasting & Mapping
- 55. 55 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Using the tools What is your intended result (the precondition you want to achieve)? Given all that, what will help us achieve the intended result this time? What are some of the challenges you’ll face along the way? What have you learned from similar situations, past attempts, or outside information?
- 56. 56 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Bringing it all together
- 57. 57 ©2014 The BUILD Health Challenge • buildhealthchallenge.org How do we plan for adaptation? Strategic Roadmaps (informed by forecasting & mapping) Strategies Results Questions our assumptions Assumptions & Context Focus on our results Rethink, revise, rethink, revise Before & After Action Reviews Pre-mortems and other forecasting & mapping
- 58. 58 ©2014 The BUILD Health Challenge • buildhealthchallenge.org How can adaptive planning tools and approaches help your work maintain the focus on the BUILD pillars? Strategies Results Questions our assumptions Assumptions & Context Focus on our results Rethink, revise, rethink, revise
- 59. 59 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Being adaptive
- 60. 60 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Activity 6: Adapting the supportive services… What are three words to describe how technical assistance/trainings/etc. are working for you right now? • What would you most like help with, from this webinar or other learning opportunities you’ve been part of.
- 61. 61 ©2014 The BUILD Health Challenge • buildhealthchallenge.org Thank you! 5 minute Learning Session Evaluation https://www.surveymonkey.com/r/BUILDap Thank you for attending today’s session. We want to make sure that these sessions are helpful and informative to your work. We have copied the evaluation link to the evaluation into the chat box. You should be able to access this link directly from the chat box. Your answers will be aggregated with the other responses. The results will be shared with the BUILD Health Challenge partners, so that we can better support you. BUILD will be sending out a post-session package that will include the link to this recording as well as materials/resources we have used/referenced during this discussion.