1. Participatory Strategic Planning Rudy Gonzalez April 22, 2011 rgyassociates@gmail.com (951)490-7896 1

2. 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. April 22, 2011 rgyassociates@gmail.com (951)490-7896 2

3.  Underlying Principals  Strategic Framework  Work Plan  Evaluation April 22, 2011 rgyassociates@gmail.com (951)490-7896 3

4.  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 April 22, 2011 rgyassociates@gmail.com (951)490-7896 4

5.  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 April 22, 2011 rgyassociates@gmail.com (951)490-7896 5

6.  Design Consultation ◦ SWOT with 2-3 key leaders ◦ Identify 3-4 critical issues in the organization ◦ Focus question ◦ Design process ◦ Logistics April 22, 2011 rgyassociates@gmail.com (951)490-7896 6

7.  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 April 22, 2011 rgyassociates@gmail.com (951)490-7896 7

8.  Underlying Contradictions ◦ 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 April 22, 2011 rgyassociates@gmail.com (951)490-7896 8

9.  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 April 22, 2011 rgyassociates@gmail.com (951)490-7896 9

10.  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 April 22, 2011 rgyassociates@gmail.com (951)490-7896 10

11.  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 April 22, 2011 rgyassociates@gmail.com (951)490-7896 11

12.  Quarterly and Annual Review ◦ Review strategic plan ◦ Review accomplishments and not accomplished ◦ Learning and implications ◦ Annual same as above but develop new commitments for the following year April 22, 2011 rgyassociates@gmail.com (951)490-7896 12

13.  Time for New Plan ◦ 3 years ◦ Work not in alignment ◦ Low team morale ◦ Major funding changes ◦ Major staff changes ◦ Strategic directions no longer effective, contradictions have changed April 22, 2011 rgyassociates@gmail.com (951)490-7896 13

14.  Naming vision element ◦ Read Focus Question ◦ Read Workshop Question ◦ Identify key words ◦ Name Column with adjectives and nouns  Commitments and Calendar ◦ Write accomplishments in past tense using verbs ◦ Put them by quarter ◦ Assign lead person and helpers ◦ Coordination ◦ Assign plan coordinator April 22, 2011 rgyassociates@gmail.com (951)490-7896 14

15.  Underlying Principals ◦ What one thing do you remember? ◦ What was familiar? What was new? ◦ How significant are these principals for strategic planning?  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? April 22, 2011 rgyassociates@gmail.com (951)490-7896 15

16.  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?  Evaluation ◦ What evaluation piece do you remember? ◦ What resonates/not resonate? ◦ How does evaluation strengthen strategic planning? April 22, 2011 rgyassociates@gmail.com (951)490-7896 16

17.  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? April 22, 2011 rgyassociates@gmail.com (951)490-7896 17