1. Andrea Abbott
Angie Russo

2. Task 2: Use the 5 Bold Steps
1: Introduction
Task 1: Context Map
Task 2: Use the 5 Bold Steps
Task 3:                Road Map
Task 4:               Closing /Reflection  
Select the roles of group participants 
Become familiar with visual planning templates 
Know how to adapt for use in your own organization 
Learn some strategic visioning facilitation skills
Define the operating rules 
Introduction
Review Agenda
What are some roles that you think are critical in facilitating staff driven processes such as this? 
Outcomes of the meeting – what will you take away 
Roles depend on the 
- Size of group
- Format(large group, break out group)
Roles: 
- Timekeeper 
- Recorder/organizer (organize post-its)
- Facilitator – somebody that owns the process (do you want them to go into groups or do you want to do it as a large group)
Rules /Norms 
- Computer/cell phone 
-Be present 
Review "In your dreams activity" 

3. Identifiable patterns (ex: social trends)
General economic trends (employment, etc.
Regulations, shifts in political leaders, etc.
Context map is a brainstorm; does not require agreement
Opportunity to explore your ecosystem/ environment 
Review each component
Small Group will take a section each with sticky notes using the childcare context 
What other categories would you add? For example, QRIS 
Practice: Child care landscape – assign areas then come together and complete using wall chart.
Schedules, demographics, competitive edges
Innovation, software, materials
Issues, concerns, areas where you lack information

4. This is an internal assessment tool
This is an internal assessment tool. In order to be successful you need to have a solid understanding of issues that may impact your success. 

5. The Golden Circle: Start With Why

6. Challenges are the factors in the environment that impede action.
Vision elements are compelling themes that describe the organization’s future direction. Each circle includes a separate element of the vision.
Challenges are the factors
in the environment that
impede action.
Purpose
The Five Bold Steps are top-priority strategies
- The five bold steps is a flexible framework for identifying your strategies or bold steps 
- Immediately actionable items 
Guided instruction
The white areas are for sticky notes.
Trends or factors that
Support the five
bold steps
Behaviors and qualities that are highly regarded by the group.

7. Milestones are target dates
Who “owns” the project
Milestones are target dates
Timeframe
Activity tracks are flows of work to be completed by different groups
Specific
deliverables
for the
project
Columns provide space
for listing tasks
Individuals responsible for a row of activity
1. Focus of template is – to identify people, actions, and deliverables
    Clarify commitments and timelines 
    Track progress and accomplishments over time 
    See potential bottlenecks 
   Place for collective input 
1.Identify the owner-team or person leading the project; 
2. Revisit the 5 bold steps from last time to get going on new meeting 
3. Identify the timeline from bold steps and break it up into time blocks (yearly, quarterly, monthly, or task specific)
4. Overall goals – Have participants brainstorm on sticky notes what they believe their goals are 
5. Activity Tracks – Identify the activity and list who is the owner.  Brainstorm the actions that need to take place to achieve your goals 
6. Columns - Sequence actions and create milestones; keeping in mind your realistic resources 
Challenges/roadway - come up along the way if you don't encounter them take time to come up with some. 
Obstacles on the road that require attention
The roadway can be used for agreements

8.
Andrea Abbott
Angie Russo