Workshop

P-20 Council
Cape Girardeau, MO
July 17, 2009

Ed Morrison
Linda Fowler
Purdue Center for Regional Development
‣ Strategic Doing in a Nutshell
‣ Organizing a Strategy
‣ Strategic Doing and Strategic
Outcomes

‣ Initiatives and SMART Goals

‣ Strategic Action Plan, alpha
version

‣ Next Steps in the Strategic Doing

Process
 Strategy answers two questions:

1. Where are we going?

2. How will we get there?

Strategy has never been more important,

but how we develop and implement strategy
has changed dramatically in the past decade.

Why?

The emergence of networks.

We are in the midst of a profound shift
from our Grandfather’s economy to our
Grandchildren’s economy.

Most of us were born

somewhere in here
 QuickTimeª and a
decompressor
are needed to see this picture.
Welcome to out Grandchildren’s Economy

QuickTimeª and a
decompressor
are needed to see this picture.
Our Grandfather’s education system does not work wel
for our Grandchildren’s economy...We need new ways
to think and act strategically. That’s what the P-20
Council is all about
Traditional strategic planning evolved to handle
the complexities of managing large
hierarchies...like the military and Fortune 500
companies in out Grandfather’s economy
A small group at the top
did the thinking

A larger group at the

bottom did the doing
As organizations have become more networked,
older strategic planning models do not work so
well.

The reason: There is no top or bottom to a

network.
When we move toward networks, we need new
approaches to strategy...where there is no
separation of thinking from doing
Strategic Doing is a discipline to enable teams of
people to do complex projects in these open
networks
Strategic Doing requires us to think
dynamically...No small group can impose
strategies

No regional strategy:
People and
organizations work in
Strategic Planning:
isolation trying their
A few people try to
best
sort it all out (but it
Strategic Doing:
does not work)
A continuous process
of aligning, linking
and leveraging
 With Strategic Doing, leaders guide open
conversations to translate ideas into action...

Key Insight:
People move in
the direction of
their
conversations
 How
What
What
What
will
should
could
will
we learn
weStrategic
we do
do together? Doing
together?
together? is simple, but not easy. It takes
practice to keep focused on four key questions...
Strategic Doing begins when a core team of
people agrees to take responsibility for the
Strategic Doing process...

The Core Group agrees

to use a Strategic
Doing process to
produce and update a
Strategic Action Plan
The Core Team identifies focus areas of
opportunities to produce dramatically better
results....
Within each focus area, teams start with
initiatives or projects
he process of shaping a strategy is continuous

30 Days
The team starts with Strategic Action Plan
Version 1.0, then 1.1, then 1.2 and so on...

1.0 1.1 1.2 1.3

Strategic Doing is not that much
different than planning a family
vacation
In hours, Strategic Doing generates all the
components you need for a Strategic Action Plan
to guide innovative collaborations.

Strategic Doing is fast, flexible, and

(surprisingly) fun.
A superintendent masters Strategic Doing in
Twin Falls, Idaho

QuickTimeª and a
3ivx MPEG-4 5.0.3 decompressor
are needed to see this picture.
Strategic Doing generates “link and
leverage” strategies

Strategic
Doing
produces
alignments
, links and
leverage

A great example...The new Water Council

in SE Wisconsin
 Water, Water, Water, …
CH2MHILL
Private Sector
Public Sector Federal
• Engineering services
Joy
Bucyrus
Siemens GE
UNDP Government
DNR Veolia Great Lakes Water
Advanced ITT
MMSD • Water utilities • Water treatment equipment
Chemical Systems
M7/GMC Miller Coors • Ind. wastewater treatment

City of Utilities • Intake quality, output quality Pentair

Milwaukee • Energy consumption • Filtering & purification

Opportunities Procorp AquaSensors

Thermo Fisher
Scientific
Water Council Water User • Water reuse & softening

Environmental
• Phosphate & radium removal
Sanitarie
• Wastewater treatment
• Algae control (& exploitation) design

Municipalities
• Removal of PCBs from lakes & rivers Treatment/
•
•
Storm water containment,
Road salt Processing/ Badger Meter Flygt
•
•
Ship’s ballast – policy/enforcement Energy/Efficiency Softening Analysis/ • pumps
Aquaculture • Ethanol production efficiency • Water meters
• Lake Michigan contamination • Tar sands water treatment Measuring/ • Meter reading systems

• Policy issues – metering/incentives • Elimination of boiler scaling

• Increasing brewing efficiency Control
• Increased efficiency of water heating
• Speeding treatment for large volumes
Pumps/ Valves/ Fall River
• Increasing treatment efficiency Components
UW-Madison Processing/Treatment
Bioscience •Municipal wastewater treatment •Reverse Osmosis
–Storm water treatment •Softening

Fluid Transport/
–Reduced use of chemicals
•Industrial wastewater treatment
•Ships ballast - treatment
•Treatment targets
AO Smith
–Farm manure, food processing waste, metals–PCBs in sewer pieps
Civil & Ind. Engr. –Utilizing sewer sludge –Desalinzation
• Water heaters

Marquette •Residential Water Treatment

–Residential water treatment, home filtration
–Radium in ground water
–Pharmaceuticals
Consumer
Detection –Residential Water softening without salt –Phosphate
Products
Monitoring/Detection Kohler
• Water security
• Real time monitoring • Faucets

WATER Inst.
• Materials, coatings, plating
• User detection systems • Casting technology
• Real time sensing for life forms
• Pharmaceuticals
Chem & Biosci Materials

School of Freshwater
Science UWM DOE
CEAS Funds
Physics
Fluid Power
NSF Foundations
MSOE
Academic Institutions Rapid Proto Center

NIH DoD Interior

EPA Greater
Milwaukee
Foundation USDA World Bank
NOAA/DOC International
Partners Funding Agencies
© 2008, Brian D. Thompson, UWM Research Foundation 24 10/6/08
 Water, Water, Water, …
CH2MHILL
Private Sector
Public Sector Federal
• Engineering services
Joy
Bucyrus
Siemens GE
UNDP Government
DNR Veolia Great Lakes Water
Advanced ITT
MMSD • Water utilities • Water treatment equipment
Chemical Systems
M7/GMC Miller Coors • Ind. wastewater treatment

City of Utilities • Intake quality, output quality Pentair

Milwaukee • Energy consumption • Filtering & purification

Opportunities Procorp AquaSensors

Thermo Fisher
Scientific
Water Council Water User • Water reuse & softening

Environmental
• Phosphate & radium removal
Sanitarie
• Wastewater treatment
• Algae control (& exploitation) design

Municipalities
• Removal of PCBs from lakes & rivers Treatment/
•
•
Storm water containment,
Road salt Processing/ Badger Meter Flygt
•
•
Ship’s ballast – policy/enforcement Energy/Efficiency Softening Analysis/ • pumps
Aquaculture • Ethanol production efficiency • Water meters
• Lake Michigan contamination • Tar sands water treatment Measuring/ • Meter reading systems

• Policy issues – metering/incentives • Elimination of boiler scaling

• Increasing brewing efficiency Control
• Increased efficiency of water heating
• Speeding treatment for large volumes
Pumps/ Valves/ Fall River
• Increasing treatment efficiency Components
UW-Madison Processing/Treatment
Bioscience •Municipal wastewater treatment •Reverse Osmosis
• Carmen Aguilar – microbiology
• David Petering –metal metabolism –Storm water treatment •Softening
• Val Klump

• Tim Ehlinger – aquatic systems

Fluid Transport/
–Reduced use of chemicals
•Industrial wastewater treatment
•Ships ballast - treatment
•Treatment targets
AO Smith
–Farm manure, food processing waste, metals–PCBs in sewer pieps
Civil & Ind. Engr.
• Burlage – PCR environmental • Water heaters
test –Utilizing sewer sludge –Desalinzation

Marquette • Shangping Xu – safe drinking• Li, Jin – pollutant transport modeling

•Residential Water Treatment
–Residential water treatment, home filtration
–Radium in ground water
–Pharmaceuticals
Consumer
Detection
water • Bravo, Hector – hydraulic modeling
• Christensen, Erik – pollutants in water –Residential Water softening without salt –Phosphate
•
•
•
Amano, Ryoichi - CFD
Pillia, Krisna – porous media modeling
• Joe Aldstadt – analytical methods
Products
Monitoring/Detection
Kevin Renken- mass transfer

Kohler
• Sobolvev – biproducts utilization • Peter Geissinger – detection
• Doug Cherkauer – groundwater hydrology • Alan Schwabacher– pharmaceuticals in water

• Jim Waples – water aging

• Water security
• Tom Consi – aquatic robots • Real time monitoring • Faucets

WATER Inst.
• Tom Grundle - harbors • Materials, coatings, plating
• User detection systems • Casting technology
• Chen, Junhong – nano materials, sensors • Real time sensing for life forms
• Pharmaceuticals
Chem & Biosci Materials
• Rohatgi, Pradeep – adv. castings, lightweight, lead-free
• Aita, Carolyn – advanced coatings

School of Freshwater • Gong, Sarah – polymer materials

Science UWM DOE

CEAS Funds
Physics
Fluid Power
NSF Foundations
MSOE
Academic Institutions Rapid Proto Center

NIH DoD Interior

Partnerships
•
•
Sponsored Research Proj.
Shared equipment EPA Greater
Cluster Effects
• Graduates Milwaukee
•
•
Workforce training • Shared resources/equipment
• Collaborative grants Foundation USDA World Bank
Subcontractor/supplier
•
•
Extramural grant support
Philanthropic support
• Improved competitiveness
• Translational science
NOAA/DOC International
Partners Funding Agencies
© 2008, Brian D. Thompson, UWM Research Foundation 25 10/6/08
Strategic Doing produces a swarm of
innovations

Gorilla innovation Swarm innovation

Strategic Doing in a nutshell

QuickTimeª and a
mpeg4 decompressor
are needed to see this picture.
 QuickTimeª and a
3ivx MPEG-4 5.0.3 decompressor
are needed to see this picture.
‣ Strategic Doing in a Nutshell
‣ Organizing a Strategy
‣ Strategic Doing and Strategic
Outcomes

‣ Initiatives and SMART Goals

‣ Strategic Action Plan, alpha
version

‣ Next Steps in the Strategic Doing

Process
 Define one to four areas of
Strategic Focus: These
Decide on a process of
become the chapters in
coming back together in
your Strategic Action Plan
30 to 90 days to evaluate
your progress and make
adjustments

For each area of Strategic

Focus, draft at least one
Strategic Outcome

For each Strategic

Outcome define one
For each initiative, define a Strategic Initiative (project)
clear action plan to define with SMART goals to
who will do what by when. achieve your outcome

4
30
Each team in a Strategic Doing session needs
a knowledge keeper...A person who records
insights, patterns, action steps, commitments

25 people X $100 per hour X 8 hours =

$20,000
Organize your strategy around Strategic Focus
Areas and teams
‣ Strategic Doing in a Nutshell
‣ Organizing a Strategy
‣ Strategic Doing and Strategic
Outcomes

‣ Initiatives and SMART Goals

‣ Strategic Action Plan, alpha
version

‣ Next Steps in the Strategic Doing

Process
 How
What
What
What
will
should
could
will
we learn
we
Strategic
wedodo
together?
together?
together?
Doing is simple, but not easy. It takes
practice...
 Here’s an example of a worksheet to
connect assets to opportunities from a
Strategic Doing Pack
What are the What are the Who are the partners
assets you can opportunities we see that could be engaged
contribute or when we connect these in this opportunity?
share? assets?
Example: Network of Example Opportunity 1: WIB, 3 key service
professionals We could conduct monthly providers, the community
committed to youth webinars to inform us of college
initiatives the innovations taking
place in the region.
Opportunity 2: We could WIB, library system,
create weekly forums to community college
keep people informed and
build our networks...
As we connect assets, we notice
something strange starts to happen...

The “network effect” takes hold...

 How
What
What
What
will
should
could
will
we learn
we
We
wedo
do
next need
together?
together?
together?
to make strategic decisions and
focus
 What should we do together? (Critical
steps to creating a focus)

Pick something
transformative..not just
something you are already
doing...Pick something that you
can do together that you cannot
just do alone
Define a big outcome with 3
characteristics
What will people be doing? And
how will they be doing it? What
does success look like?

Where do you want to be in 3

years?
Here’s a worksheet for defining characteristics of
an outcome...As we define outcomes clearly,
sensible metrics emerge
What does success Define 3 Define a way to
look like? characteristics of your measure this
Outcome characteristic

Example: Creating a Characteristic 1: Active Metric 1: Number of

nationally recognized on-line community of people engaged in our
workforce summit that innovators on-line network
regularly pushes
innovative initiatives to Characteristic 2: Metric 2: Number of at-
address the challenges Strategy teams that risk youth participating
of at-risk youth. engage at-risk youth as in our strategy
members sessions
Characteristic 3: Metric 3: Number of
Example: Regular webcasts; total
webcasts number of webcast
participants
‣ Strategic Doing in a Nutshell
‣ Organizing a Strategy
‣ Strategic Doing and Strategic
Outcomes

‣ Initiatives and SMART Goals

‣ Strategic Action Plan, alpha
version

‣ Next Steps in the Strategic Doing

Process
Here’s a worksheet for SMART Goals to
define an initiative
Describe your Define 3 SMART We will do this....
initiative: Goals

For this project

by this date....
What are you going Example: We convene a core team of
to do to achieve September 2009 professionals in the region
your outcome? engaged with at-risk youth to
complete budget and agenda for
summit

December 2009 Complete funding

March 2010 Launch summit

‣ Strategic Doing in a Nutshell
‣ Organizing a Strategy
‣ Strategic Doing and Strategic
Outcomes

‣ Initiatives and SMART Goals

‣ Strategic Action Plan, alpha
version

‣ Next Steps in the Strategic Doing

Process
 How
What
What
What
will
should
could
will
we learn
weNext,
we do
do we need
together?
together?
together? to make transparent commitments
Here’s a worksheet for an Action Plan
Action Steps:
To move our project forward
Responsible: By When:
over the next 30 days, we will
take these action steps:

Date:
Questions? Contact:
‣ Strategic Doing in a Nutshell
‣ Organizing a Strategy
‣ Strategic Doing and Strategic
Outcomes

‣ Initiatives and SMART Goals

‣ Strategic Action Plan, alpha
version

‣ Next Steps in the Strategic Doing

Process
 How
What
What
What
will
should
could
will
we learn
we
Finally,
wedodo
together?
together?
we
need a clear process for learning
together?
together “what works”...
How will we learn together? (Critical steps
to learning together)

1. Capture your Strategic Doing Pack on

the web

2. Plan the next face-to-face meeting for

revisions

1.0 1.1 1.2 1.3

Here’s a worksheet for the Learning Process
Key elements of our Learning Answers:
Process:

Who will compile notes from the Strategic

Doing session?

Who will post these notes to the web?

Where, how and by when?

What is the plan for the group to come

back together to revise the Strategic
Action Plan and continue the learning
process?
What other steps can we take to keep
connected and expand our network?
Strategic Doing is like paddling a kayak in the ocean

The task
requires quick
strategic
assessments and
continuous
“doing”
 Key Points:
•Manage complexity with simplicity
•Define clear strategic outcomes
•Guide the conversations toward your
outcomes
•Close triangles
•Mark your path with SMART Goals
•Draw maps to guide people
•Paddle, pick your head up, then paddle some
more
•Use metrics to learn
•Create a safe civic space
•Don’t argue with the soreheads
•Remember that everyone is watching their
own movie
•Go slow to go fast
•Focus on “What’s next?”
•Press on, regardless
To learn more about Strategic Doing, visit
http://strategicdoing.net

or contact

Ed Morrison
edmorrison@purdue.edu

Linda Fowler
lindafowler@regionerate.com

Peggy Hosea
phosea@purdue.edu