Making Strategy Work

Making Strategy Work Paul A. Schumann, Jr. Glocal Vantage, Inc.

Outline Introduction Developing Strategy Implementing Strategy Recommendations Glocal Vantage, Inc.

Causes of Reality Material Formal Productive Final Glocal Vantage, Inc.

Strategy A Way of Perceiving, Thinking and Acting for When the Far Becomes Near Glocal Vantage, Inc.

Glocal Vantage, Inc. Once upon a time a camel and a donkey were walking together. The camel moved smoothly with long strides while the donkey moved impatiently, stumbling frequently. The donkey asked his companion, “How is it that I am perpetually in trouble! I am always falling and hurting myself in spite of the fact that I look carefully downward as I walk. You never seem to be aware of what surrounds you. Your eyes are fixed on the horizon, and you keep going fast without stumbling.” The camel smiled serenely and answered, “By looking down you do not see anything until it is too late to change your steps. You think that haste is speed and that by looking you can see. And, you think that seeing near is the same as seeing far. You have assumed that I am looking at the horizon. However, I am merely gazing ahead so as to work out what to do when the far becomes near. And, I remember what has gone before, and do not need to look back and stumble once again.”

The Glocal Vantage Point Glocal Vantage, Inc. Market Stakeholders Organizational Capability Organizational Capacity Strategy

The Market Glocal Vantage, Inc. Customers Competitors Technologies Social Political Economic Demographic Scientific Opportunity Threat

Developing Strategy Vision Mission Values Goals Strategies Glocal Vantage, Inc.

Strategy Organization’s Interpretation of the Opportunity Organization’s Way to Capitalize on the Opportunity Organization Dependent Way to Minimize and Avoid Threats (or Turn Threats Into Opportunities) Method to Effectively Utilize the Organization How to Satisfy the Organization’s Stakeholders Way to Provide Competitive Differentiation Glocal Vantage, Inc.

Strategy Development Vision Mission Goals Values Strategies Purpose Scope of Organization’s Activities Objectives to be Reached Priorities Way to Accomplish Glocal Vantage, Inc.

A Vision Is a Target That Beckons Provides a Bridge from Present to Future State Is a Future State That Does Not Exist and Never Existed Before Bridges Between the Market, Stakeholders and Team Glocal Vantage, Inc.

Characteristics of a Good Vision Be short and succinct Be clear and unambiguous Have meaning to everyone in the organization Lead to distinctiveness Be innovation rich Provide reason for extraordinary effort Be sustainable through mission, product, technology, and organizational changes Be identifiable with the greater good Help people feel significant Establish the value of learning and competence Glocal Vantage, Inc.

Characteristics of a Good Vision (cont.) Unite people and give them a collective identity Make work exciting, not by pushing, but through identification with common goals Establish integrity, dedication, openness, creativity, and courage in the organization Encourage people to think longer term Allow people to understand the whole Encourage people to exert influence beyond their bounds Unite multiple, sometimes conflicting, constituencies Foster thinking in terms of renewal Glocal Vantage, Inc.

To Create a Vision Decide what will excite people. Focus the vision on strategic advantages. Think about how your organization adds value to others. Make the vision simple enough to be used to make decisions. Develop a strategy to gain a broad base of support for the vision. State it in the present tense. Glocal Vantage, Inc.

Selecting a Mission A mission defines the scope of the organization’s activities It establishes boundaries It channels and focuses effort Makes the organization more efficient Can lead to sustainable competitive advantage Glocal Vantage, Inc.

Establishing Goals Goals are measurable objectives within a given time frame Steps on the way to making the vision a reality Indicators of what’s worth achieving Become the “glue” for the organization Can be segmented creating a hierarchy of purpose Provide way for everyone to make contribution Must be attainable but outside current reach Need to have measurement system People Processes Results Consequences Glocal Vantage, Inc.

Values in Organizations People Know How To Behave People Feel Better About What They Do Better Decisions Are Made Organizations With a Few Key Market Driven Values Well Developed Are More Likely To Be Successful Organizations That Can Change Values Will Thrive Glocal Vantage, Inc.

Organizational Values Glocal Vantage, Inc. Vitality Quality

Vitality Values Self Development Communication Environmental Awareness Multiple Skills Teamwork Vision Leadership Creativity Innovativeness Knowledge Glocal Vantage, Inc.

Quality Values Achievement Effectiveness Appropriate Technology Service Productivity Efficiency Control Pioneering Progress Community Self Actualization Glocal Vantage, Inc.

Organizational Values: Vitality Self-Development: Acceptance of the responsibility for one’s own future. The members of the organization feel that it is their responsibility to begin a creative course of action or to act on their conscience for self-development without external prompting. Communication: Effective and efficient transmission and flow of ideas and factual data within and between persons, departments, divisions and other organizations. Selection of appropriate media for the message is implied. Environmental Awareness: Perception and understanding of what is transpiring in the world and how it directly or indirectly affects the organization’s vision, mission, goals, strategies, plans and actions. The environment is made up of current and future perspectives of customers, competition, and technology within the context of social, political, economic, scientific, and demographic driving forces for change. Multiple Skills: A well-rounded, broad perspective with expert capabilities in several key skill areas. These areas must include life skills as well as organizational skills. Teamwork: Working effectively with and through others. Working cooperatively with one another such that the skills and qualities of one individual supplement, support and enhance the skills and qualities of others in the group. Vision: To perceive the purposes of an organization and communicate that purpose to its members in such a lucid manner that its members are able to transcend their limited personal perspectives and abilities. Leadership: The capability to translate intention into reality. The personal organizational or conceptual influence to motivate persons to take authority for the process of change. Creativity: The capacity for original thought and expression that brings new ideas and images into an existing reality or brings forth a new reality. Innovativeness: Ability to apply creativity. Innovativeness requires an understanding of the organization, its interaction patterns, and most importantly, how ideas flow within the organization to become accepted. Knowledge: The accumulation and management of products of the mind. Examples include -- patents, copyrights, trade marks, trade secrets, know-how, books, reports and standards. Glocal Vantage, Inc.

Organizational Values: Quality Achievement: Accomplishment of a desirable result as defined by the organization. Effectiveness: The production of relevant results as defined by the market. Appropriate Technology: Selecting the best technology to fulfill an application while minimizing the adverse effects on the surrounding systems. Service: The motivation to make a contribution to society (customers, community, and world) through one’s work. Productivity: Generating and completing tasks and activities that achieve externally established goals and expectations. Efficiency: Thinking about and designing acts and purposes in the best possible and least wasteful manner before implementing them. Control: Providing restraint and direction to achieve methodological arrangements of persons or things according to prescribed rules. Pioneering Progress: Originating and introducing creative ideas for positive change in social organizations and systems, and providing the framework for actualizing them. Community: Sufficient depth of commitment to a group, its members and its purpose that both independent creativity and interdependent cooperation are maximized simultaneously. Self Actualization: The inner drive toward experiencing and expressing the totality of one’s being through spiritual, psychological, physical, and mental activities that enhances the development of one’s maximum potential. Glocal Vantage, Inc.

Principles of Values Management Focus on a Few Key Values Values Consistency Among the Vision, Mission, Goals & Strategies Projects, Resources, and Culture Communication, Incentive, Training, Organizational Structure, and Management Systems Stakeholders, Market Strategy, and Organization Alignment with Values of Market Glocal Vantage, Inc.

Strategies Decisions that must be made today but which affect the future Major questions of resource allocation that determine the organization's long-term results The calculated means by which the organization will deploy' its resources to accomplish its purpose under the most advantageous circumstances. The methods to establish a competitive edge, allowing the organization to serve its customers better than its competitors The broad principles by which a company hopes to secure an advantage over competitors, an attractiveness to buyers, and a full utilization and activation of its resources, technology, and culture Glocal Vantage, Inc.

Process Articulate the opportunity and threat facing the organization of the strategic time period Establish goals Select the mission Create the vision Identify values Develop strategies Check for consistency Glocal Vantage, Inc.

Examples The Alliance for Nonprofit Management The Drucker Foundation The American Cancer Society The Kauffman Foundation Glocal Vantage, Inc. Exercise: Critique these against the criteria described in this presentation.

Alliance for Nonprofit Management Glocal Vantage, Inc. Our Mission To provide leadership in enhancing a civil society by challenging and strengthening those who deliver management and governance support services to nonprofit organizations Our Principles 1. Inclusiveness - full inclusion of a diverse mosaic of society's cultures in our membership, leadership, and staff. 2. Collaboration - building on mutually beneficial working relationships with an array of community, business, and government partners and stakeholders. 3. Quality - setting and requiring increasingly higher standards in our performance and our products. Description The Alliance for Nonprofit Management is the professional association of individuals and organizations devoted to improving the management and governance capacity of nonprofits - to assist nonprofits in fulfilling their mission. Alliance members include management support organizations (MSOs), individual professionals, and a range of national/regional, umbrella, research and academic, publishing and philanthropic organizations that provide technical assistance (training and consulting) to nonprofits. By "raising the bar" on quality among our members and our members' clients, we provide leadership in the enhancement of a broader vision - one of stronger, healthier communities and civil society.

The Drucker Foundation Glocal Vantage, Inc. Vision The Drucker Foundation will chart the future path for the social sector to become the equal partner of business and government in developing responsible leaders, caring citizens, and a healthy, inclusive society. The Foundation will bring the best leadership and management voices from across the world to people of the world with a focus on providing social sector organizations with the ideas and tools that enable them to better serve their customers and communities. The Drucker Foundation will realize this vision by: Spotlighting social sector innovations and teaching the generic lessons of leadership and management to all three sectors. Packaging knowledge and experience into tools for social sector leaders in critical areas such as: fund development, marketing, volunteer management, collaboration, self-assessment, innovation, and measuring results. Focusing social sector leadership's attention on the customer's best interest as the sector consolidates, collaborates, and evolves into new organizational forms. Persuading organizations to adopt the imperatives of collaboration, diversity, and working together as the means to realize their full potential. Tracking the evolving state of social sector leadership, and communicating progress and the opportunities and challenges that lie ahead. Mission To lead social sector organizations towards excellence in performance.

American Cancer Society Glocal Vantage, Inc. American Cancer Society Hope. Progress. Answers. ACS Mission The American Cancer Society is the nationwide community- based voluntary health organization dedicated to eliminating cancer as a major health problem by preventing cancer, saving lives, and diminishing suffering from cancer, through research, education, advocacy, and service. International Mission The American Cancer Society's international mission concentrates on capacity building in developing cancer societies and on collaboration with other cancer- related organizations throughout the world in carrying out the strategic directions of the American Cancer Society. Description The American Cancer Society is the nationwide community-based voluntary health organization dedicated to eliminating cancer as a major health problem by preventing cancer, saving lives and diminishing suffering from cancer through research, education, advocacy, and service. It is one of the oldest and largest voluntary health agencies in the United States, with over two million Americans united to conquer cancer through balanced programs of research, education, patient service, advocacy, and rehabilitation. The American Cancer Society, Inc. consists of a National Society, with chartered Divisions throughout the country and over 3,400 local Units. The National Society is responsible for overall planning and coordination of public and professional education, providing technical help and materials to divisions and units, and administering programs of research, medical grants, and clinical fellowships. The Divisions are governed by volunteer members of Division Boards of Directors, both medical and lay, throughout the United States and Puerto Rico. More than 3,400 local Units are organized to cover the counties and communities in the United States. There are thousands of community leaders who direct the Society's programs at this level. The Society's mission of cancer control is carried out by over 2 million volunteers nationwide who donate their time and services.

ACS (cont.) Glocal Vantage, Inc. To date, the Society has invested more than $2.2 billion in cancer research and has provided grant support to 30 Nobel Prize winners early in their careers. The Society's overall annual expenditure in research has grown steadily from $1 million in 1946 to more than $100 million in fiscal year 1999. The research program focuses primarily on peer-reviewed projects initiated by beginning investigators working in leading medical and scientific institutions across the country. The research program consists of three components: extramural grants, intramural epidemiology and surveillance research, and the intramural behavioral research center. The Society's programs focus primarily on: Tobacco Control Relationship between diet and physical activity and cancer Promoting comprehensive school health education Reducing the risk of skin cancer To ease the impact of cancer on patients and their families, the American Cancer Society provides service and rehabilitation programs, as well as patient and family education and support programs. Cancer is a political, as well as medical, social, psychological, and economic issue. Policy makers at all levels of government make decisions every day which impact the lives of more than 8 million cancer survivors, their families, and all potential cancer patients. The Society's advocacy initiative strives to influence public policies at all levels, with special emphasis on laws or regulations relating to: The use, sale, distribution, marketing, and advertising of tobacco products, particularly to youth. Improved access for all Americans, particularly poor and underserved Americans, to a range of health care services for the prevention, early detection, diagnosis, and treatment of cancer and care of cancer patients. Increased federal funding and incentives for private sponsorship of cancer research to prevent and cure cancer. Advocacy for the rights of cancer survivors. American Cancer Society advocacy efforts are successful because they rely on the combined voices of a community-based grassroots advocacy network of Society volunteers and other partners who have successfully influenced or supported laws and regulations enforcing the United States Food and Drug Administration's role in regulating tobacco products as "drug delivery devices," enacting health insurance market reforms to ensure portability and continuity of health insurance coverage for individuals with a history of cancer or other serious illness, improving third-party coverage for cancer prevention and treatment clinical trials, including payment for patient care costs, and increasing federal funding for our National Cancer Program.

ACS (cont.) Glocal Vantage, Inc. What We Do The goal of the American Cancer Society (ACS) is to prevent cancer, save lives, and diminish suffering from cancer. Research For more than 80 years, ACS has led the way in cancer research. Our program includes extramural grants, behavioral research, intramural epidemiology, and surveillance research. Cancer Information Services One of the primary goals of ACS is to provide the most accurate, up- to- date information on cancer. Advocacy & Public Policy ACS promotes beneficial policies, laws, and regulations for patients and families affected by cancer. Community Programs & Services Local programs established by ACS serve to educate the public about cancer prevention, early detection, treatment, survival, and quality of life.

Kauffman Foundation Glocal Vantage, Inc. Our Values and Beliefs ...Striving to become an uncommon philanthropy engaging in the development of America's youth and its entrepreneurial spirit. Mission To research and identify the unfulfilled needs of society and to develop, implement and /or fund breakthrough solutions that have a lasting impact and offer a choice and hope for the future. Vision Self-sufficient people in healthy communities. The fundamental value and principle guiding the behavior of Ewing Marion Kauffman Foundation associates is: Treat others as we want to be treated, with humility, dignity, respect and honesty. We Believe . . . Our effectiveness is based on relationships characterized by mutual trust and integrity. Responsible risk-taking and life-long learning are essential for personal and organizational development. In giving back to the community. We have both the right and the responsibility to . . . Be committed to and have pride in the Foundation's Mission and Vision. Contribute to the Foundation's positive image. Work together as a team in an inclusive environment that values and respects individual differences, promotes creativity and supports balanced decision making. Be heard and get our problems resolved. Know what is expected of us and be rewarded fairly for work performed. Pursue opportunities for professional and personal development. Use the Foundation's resources wisely. Seek balance between career, family and personal life.

Kauffman Foundation (cont.) Glocal Vantage, Inc. Success for the Kauffman Foundation . . . Requires the ability and spirit to accept our responsibilities and earn our rights through a commitment to excellence in all we do. Description The Ewing Marion Kauffman Foundation is a private foundation that works toward the vision of self-sufficient people in healthy communities. Its mission is to research and identify unfulfilled needs of society and to develop, implement and/or fund breakthrough solutions that have a lasting impact and offer people a choice and hope for the future. The Kauffman Foundation's work is focused on two areas: Youth Development and Entrepreneurial Leadership. The Youth Development division works with others to create a continuous and nurturing network of support for children, their families and their communities toward the goal of helping youth become responsible and productive members of society. Youth Development focuses its funding and engaged grantmaking efforts into three areas: 1) getting children started right through early childhood development and parent and family support initiatives; 2) building a nurturing web of support for children and adolescents through strategies designed to create effective schools and increase the capacity and services of youth-serving agencies; and finally, 3) giving youth choice and hope for the futures through targeted social and economic strategies to create healthy communities where they live. The Kauffman Center for Entrepreneurial Leadership promotes the growth of entrepreneurship in America. The Center's Entrepreneur Training Institute sponsors education, training and research initiatives targeted to the needs of adult entrepreneurs and entrepreneurship support systems. Through the Institute for Entrepreneurship Education, a variety of experience-based education efforts work to encourage the entrepreneurial spirit in students from kindergarten through community college. The Public Sector and Community Entrepreneurship segment focuses on entrepreneurship in the nonprofit sector, public policy issues related to entrepreneurship and the community infrastructure that supports entrepreneurs.

Strategic Thinking Process Glocal Vantage, Inc. Market Opportunity People’s Aspirations Stakeholder Desires Vision Mission Goals Values Implications Scenarios Strategies Project Plans Missioning Measurements Strategic Analysis Strategy Development Strategic Planning Operations Management

Motivate Action Ennoble Enable Empower Encourage Glocal Vantage, Inc.

Motivation Glocal Vantage, Inc. Ennobling Enabling Empowering Encouraging

Ennoblement Show Respect Nurture Dignity Expect Excellence Provide Connectivity Glocal Vantage, Inc.

Enablement Provide Knowledge Skills Tools Develop Key Values Glocal Vantage, Inc.

Empowerment Grant License for Action Invoke Responsibility Glocal Vantage, Inc.

Encouragement Inspire Confidence Stimulate Further Action Provide Feedback Mentor Glocal Vantage, Inc.

Change Process Glocal Vantage, Inc. Desire Intention Action Reason Way Trust Results Ennobling Enabling Empowering Encouraging Vision Mission & Goals Strategies & Values Feedback Motivation Change Innovation Mental States Requirement Process Strategy

Recommendations Articulate and model the vision Nurture care and trust Share space, time and resources Build on commonality and celebrate differences Encourage interconnectedness Respect and integrate diversity Elevate and reinforce the purpose Glocal Vantage, Inc.

Glocal Vantage, Inc. PO Box 161475 Austin, TX 78716 (512) 632-6586 [email_address] www.glocalvantage.com http://incollaboration.com Twitter: innovant2003 Glocal Vantage, Inc.

Paul Schumann Futurist and innovation consultant Application of web 2.0 to market & strategic intelligence systems Web 2.0 tools & technologies Application of web 2.0 to democratic processes Broad perspectives on the future Services Strategic market research & technology forecasting Intelligence systems consulting Seminars, webinars & presentations Glocal Vantage, Inc.

This work is licensed under the Creative Commons Attribution license. You may distribute, remix, tweak, and build upon this work, even commercially, as long as you credit me for the original creation as Paul Schumann, Glocal Vantage Inc, www.glocalvantage.com.

Making Strategy Work

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