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Burn Your Strategic Plan - Potrero Group

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Burn Your Strategic Plan Public Lands Alliance March 2020
Transcript

Burn Your Strategic Plan

Public Lands AllianceMarch 2020

Agenda

1. Assumptions and Foundations

2. What is Strategy?

3. Feel The Heat: From Strategy to Implementation

4. Be Constantly Changing

5. Takeaways and Learning

The Strategy Paradox

Porter’s Strategic

Positioning

Activity Mapping

Change Management

101

Agenda

1. Assumptions and Foundations

2. What is Strategy?

3. Feel The Heat: From Strategy to Implementation

4. Be Constantly Changing

5. Takeaways and Learning

The Strategy Paradox

Porter’s Strategic

PositioningActivity Mapping

Change Management

101

Potrero Group

Potrero Group

What is ”strategy?”

Concept Roadmap

The Strategy Paradox

Porter’s Strategic

Positioning

Activity Mapping

Change Managemen

t 101

The Strategy Paradox

You should always have a plan. The plan may change. But you should always have a plan.

Assumptions and Foundations

Burn Your Strategic Plan

Be willing to recognize and adapt to reality

Challenge assumptions and expose disagreements

Embrace dynamic tension between steadfastness of purpose and responsiveness to changing environment

Assumptions and Foundations

1

2

3

4

5

6

Strategy should focus first on outcomes, not outputs

Strategy must be based in reality

Strategy requires both conviction and flexibility

Strategy cannot be developed in a vacuum – data is essential, not handy

Strategy formation must be values-centered and support the mission

Organizations are “open systems”

Concept Roadmap

The Strategy Paradox

Porter’s Strategic

Positioning

Activity Mapping

Change Management

101

What is Strategy?

According to Michael Porter…

• “Strategy is the creation of a unique and valuable position, involving a different set of activities.”

• “Strategy is making trade-offs in competing. The essence of strategy is choosing what not to do.”

• “Strategy is creating fit among a company’s activities.”

• “Strategic positioning means performing different activities from rivals’ or performing similar activities in different ways.”

What is Strategy?

Key Elements

• Strategic Positioning

• Comparative Advantage

• Key Trade-Offs

• The Role of Leadership

What is Strategy?

Low Cost Uniqueness

Competitive Scope

Narrow

BroadVery broad audienceFocus on access, equity

Examples: Target, Public school districts, Red Cross

More specific audienceFocus on access, equity

Examples: First 5, HIV/AIDS clinic, Community Theater

Broad audienceMore customized approach

Examples: Neiman Marcus, Harvard, Private schools

Narrow audienceVery customized/expensive

Examples: Special needs private school, Mayo clinic

Competitive Advantage

Do You Have A Strategy?

What is Strategy?

What is going on here?

What is Strategy?

The Gold Standard?

A Recent Example

A Recent Example

When you change your brand is says a lot about your strategy

When you change your brand is says a lot about your strategy

Concept Roadmap

The Strategy Paradox

Porter’s Strategic

Positioning

Activity Mapping

Change Management

101

Vision, Mission, Strategy

Programs, Activities

Culture

Operations, Systems

People

From Strategy To Implementation

Developing Alignment

What is Strategy?

Trade-Offs• Strategic position is not sustainable – nor is true

impact maximized – unless there are trade-offs

• What trade-offs does Target make? How about a hospice? Private school? Performing arts center?

• Why is it difficult to embrace the idea of trade-offs?

“Some managers mistake “customer focus” to mean they must serve all customer needs or respond to every request …”

- Michael Porter

From Strategy To Implementation

Map Your Organization’s ActivitiesM

issi

on

Impa

ct

Organizational Capacity

High impact

Low impact

Low capacity High capacity

1

2

4

3

From Strategy To Implementation

Activity Mapping

Ideally, all activities are here

– high impact, high capacity

Drop all initiatives here – or alter to

move into quadrant four

1

2

4

3

Feels good –but who cares?

Someone else can probably

do it betterMission Impact

High impact

Low impact

Organizational Capacity

Low capacity High capacity

Mis

sion

Impa

ct

Organizational Capacity

High impact

Low impact

Low capacity High capacity

1

2

4

3

Artist Grants

Mentorship

Matchmaking

Major Gifts

Fiscal Sponsorship

Online Presence

Co-Presenting

Development Events

Networking

Member Renewal

Annual Appeal

Member Events

Exhibitions

Advocacy

Corporate Sponsorship

Production Rentals

Member Script/Video Archives

Editing Suites

Library Youth

Discounts/Corporate Relations

Archives for Education

One on One Consultations

Member Acquisition

Space Rentals

Foundation/Govt Grants

Education Collaborations

Editing Labs for Education

From Strategy To Implementation

Example

Concept Roadmap

The Strategy Paradox

Porter’s Strategic

Positioning

Activity Mapping

Change Managemen

t 101

Be Constantly Changing

Monitor & Adjust Your Organization’s ActivitiesAccording to Porter, organizations must commit to a strategy approach for 10+ years.

However, the activities that support your strategy must be reviewed and updated regularly.

Monitoring progress• Dashboards, status reports, web-enabled update

systems, etc.• Transparency, communication, accountability,

honesty are critical.

Ongoing data collection and analysis• What are our clients saying?• How is the environment changing?• How are our assumptions being challenged?• We hypothesized that these activities would result in

these outcomes – were we right?

Make time for reflection and adjustment• Make a commitment to prioritize staff and board time

for review and adjustments at least every six months.• Develop a culture where it is safe (and expected) that

people will share “failures” as well as successes. Learn and change – don’t get stuck!

Data is Critical, But…….

What Data Would You Want to Collect if:

You are trying to help “at risk” youth?

You are trying to slow the AIDS crisis?

You are trying to end global warming?

Be Constantly Changing

The complicated version…Based on Strategy& and PWC

Takeaways

Commitments to Strategic Implementation

1. Draft a note to yourself

• What do you want to have moved forward in three months?

• What do you want to hold yourself accountable to?

2. Address an envelope to yourself

3. Potrero Group will mail the note to you in early June

Articles/Case Studies

Brian O’Neill’s 21 Partnership Success FactorsThe National Park Service

Engaging Your Community: A Toolkit for Partnership, Collaboration and ActionJohn Snow, Inc.

Generating, Scaling Up, and Sustaining Partnership Impact: One Tam’s First Four YearsBy Amy Pickel, Ph.D., and Leigh Goldberg

Why The Lean Start-Up Changes EverythingHarvard Business Review

The Strategic Plan is Dead. Long Live Strategy.Stanford Social Innovation Review

Books

Business Model Generation: A Handbook for Visionaries, Game Changers and ChallengersBy Alexander Osterwalder

Connecting to Change the World: Harnessing the Power of Networks for Social ImpactBy Peter Plastrik, Madeleine Taylor, and John Cleveland

The Art of Gathering: How We Meet and Why It MattersBy Priya Parker

The Non-Profit Business Plan: The Leader’s Guide to Creating a Successful Business ModelBy David La Piana, Heather Gowdy, Lester Olmstead-Rose, and Brent Copen

Creating Business Plans (HBR 20 Minute Manager)Harvard Business Review

SUPPORTING INNOVATIVE LEADERS AND ORGANIZATIONSMAKING A DIFFERENCE IN THE WORLD PotreroGroup.com

Change is uncomfortable.But not unnavigable.Cleveland Justis: [email protected]

https://www.linkedin.com/company/potrero-group/

Principal

Cleveland [email protected]

ContactPotrero Group

Thank You

PotreroGroup.com


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