S/N
|
STAGE
|
DESCRIPTION
|
APPROACH / TOOLS USED
|
DURATION
|
0
|
Start
|
Pre-discussions Sharing of portfolio for visual sense
|
|
1-2 sessions
|
1
|
Planning
|
CREATING ASPIRATIONS Retreat:
- Garner ideas that the
organization feels are critical factors for its continued success (internal)
- Identify key forces / winds of
change affecting the organization (external)
- List ways to mitigate external
factors as well as build towards internal aspirations as the kind of organization they wish to become
- Involves a co-creation process
taking into consideration organizations’ vision and mission
- Developing of first-cut priorities
and plan of action
- Check and balance by
developing KSL
Post-retreat discussion
|
- Pre-retreat preparation
(click here for RETREAT JOINING NOTES and notes to organizers)
- Click here for a sample
PROGRAMME
- APPRECIATIVE INQUIRY
- Practice deep listening
and inquiry skills
- SCENARIO PLANNING
(an example)
- Creating multiple
possible futures the organization could possibly face and if so, what are they ways it might learn to mitigate the possible futures
- Developing first-cut
action plans (things I wish to start, stop and continue doing or more of … less of)
- Creating flexibility by
looking through more than one possible future frame (mental models)
- POLLING (N/3)
- KEY SUCCESS LOOP
- Identifying leverage
interventions
|
1.5 days
|
2
|
Training
|
- 2-day Learning Organization
Awareness Workshop
- Formation of stewardship
teams for milestone chart
|
- Click here for the
programme : Intent is to understand the ways the five disciplines impact the generation of productive conversations, understanding complexities and learning to garner the team’s commitment by tapping into their shared aspirations
- Click here for a sample
MILESTONE / ACTIVITY CHART
|
2-3 days
|
3
|
Project Analysis
|
UNDERSTANDING COMPLEXITY
- Detailed introduction to
Systems Archetypes
- Introduction Vision Deployment
Matrix
- Mapping of the matrix
- FORMATION OF THE “ONION”
Key question here is: Tell a story how we see the archetypes unfold that makes sense to you. The intent here is to explain what has been happening over time leading to the complex situations / events that they find themselves in today!
- Presentation of initial insights
to key stakeholders
- Mapping short, medium and
long-term intervention and action plans, jointly with stakeholders
- Identification of pilot plans with
stakeholders
- Developing of final-cut
strategies and plan of action
|
|
Five to six ½ day sessions excluding sharings with key stakeholders for each steward team
Estimated duration: 3-4 months assuming each team meets once in 3 weeks
|
4
|
Pilots
|
DEVELOPING CORPORATE ACTION PLANS
- Initiation and monitoring of pilot
programmes
- Documentation of pilot test
results
- Mapping of the organization’s
new vision, mission and core values statements, if needed
|
- Click here for format for
PILOT MANAGEMENT TEMPLATE
|
3-6 months
|
5
|
Implementation Design
|
- Mapping of strategy and
detailed action plans / project management table, including KPIs
|
- Click here for format for
STRATEGY MAP
|
1 month including presentation to key stakeholders (a wider audience at this stage … it is a good time to present at the department’s workplan seminar / retreat)
|
6
|
Project Management
|
- Mapping limits and monitoring
its influence
- Looking out for drivers and
potential barriers
- Monitoring KPIs
|
- Click here for format for
PROJECT MANAGEMENT TABLE
|
1-2 years depending on the expected duration of delay periods (when things happen … eventually)
|