NextGen: Strategy to task
 

NextGen: Strategy to task

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  • We are all here because we want to have a greater impact
  • A good strategy can answer all of these questions
  • Address terminology: mission vs. vision vs. goalAddress choice of language: hubris, overly ambitious. Addressed this by having it be a vision (not our goal) and that we’re really about fostering a community.Addition of a fourth pillar: exposure. Changed exposure to foreign policy leaders – we’re not promising exposure of members.
  • Address terminology: mission vs. vision vs. goalAddress choice of language: hubris, overly ambitious. Addressed this by having it be a vision (not our goal) and that we’re really about fostering a community.Addition of a fourth pillar: exposure. Changed exposure to foreign policy leaders – we’re not promising exposure of members.
  • Address terminology: mission vs. vision vs. goalAddress choice of language: hubris, overly ambitious. Addressed this by having it be a vision (not our goal) and that we’re really about fostering a community.Addition of a fourth pillar: exposure. Changed exposure to foreign policy leaders – we’re not promising exposure of members.
  • Address terminology: mission vs. vision vs. goalAddress choice of language: hubris, overly ambitious. Addressed this by having it be a vision (not our goal) and that we’re really about fostering a community.Addition of a fourth pillar: exposure. Changed exposure to foreign policy leaders – we’re not promising exposure of members.
  • Theory of Change aligns activities, outputs, and outcomes to the mission and vision of the organization
  • Theory of Change aligns activities, outputs, and outcomes to the mission and vision of the organization

NextGen: Strategy to task NextGen: Strategy to task Presentation Transcript

  • 1 Young Professionals In Foreign Policy Strategy to Task The “Theory of Change” Concept for Setting Organizational Goals and Achieving Them Joshua Marcuse @joshuamarcuse jmarcuse@gmail.com 7.26.13
  • 2 Young Professionals In Foreign Policy why are we here?Why do we care about strategy?
  • 3 Young Professionals In Foreign Policy IMPACT but how?
  • 4 Young Professionals In Foreign Policy HOW do I translate a vision into concrete tasks? do I know where to focus? do I allocate resources – time and money? do I measure progress? do I motivate people?
  • 5 Young Professionals In Foreign Policy στρατηγίαSTRATEGY Strategy was lifted from the military arts and is now applied to everything στρατηγία,,:: Ancient Greek, pronounced strategia, translates to “office of general, command, generalship”
  • 6 Young Professionals In Foreign Policy And when I say, everything, I mean everything… Today, we are focused on organizational strategy, and one particular approach, the Theory of Change
  • 7 Young Professionals In Foreign Policy But first, who am I, and why should you listen to me? I am NOT an expert. I am a practitioner. I am a peer. I’ve had some relevant experience to draw from:
  • 8 Young Professionals In Foreign Policy What are we going to discuss from 2 – 3 pm today? Introduce the Theory of Change model of strategy Understand how to break a vision down into tangible goals and projects Q&A: Discuss strategy in the real world Learn to apply this model to current and future work so it can help you get stuff done
  • 9 Young Professionals In Foreign Policy What is strategy? There are dozens of definitions of strategy What can we all agree a strategy is? - It is a pattern of decisions and actions intended to cause a result - It is not a to-do list The best approaches to modern strategy combine 10 elements in 4 categories (4C)
  • 10 Young Professionals In Foreign Policy 4 C’s of a good strategy concept context CoA choices (Courses of Action) What steps are you going to take? What is the situation? What decisions are you going to make about how to do it? What needs to be done and why?
  • 11 Young Professionals In Foreign Policy 10 components of the 4 C’s of strategy concept context CoA choices (Courses of Action) Mission Vision Metrics Activities Goals Outcomes Outputs SWOT Situation: 6W Timing Resources Priorities
  • 12 Young Professionals In Foreign Policy why start with a theory? Your worldview is what differentiates strategy from action-planning Strategy is not a to-do list Your worldview is based on your theory of how the world works Your theory of how and why change happens your Theory of Change
  • 13 Young Professionals In Foreign Policy Your worldview is the synthesis that connects your interpretation of the past to create with your change in the world you seek to create. vision of the future a compelling narrative That is a Theory of Change of the
  • 14 Young Professionals In Foreign Policy What does a Theory of Change look like in action? Actions Outputs Outcomes Goals Mission Vision
  • 15 Young Professionals In Foreign Policy strategy begins with the right concept Mission Vision concept
  • 16 Young Professionals In Foreign Policy What is your Mission and Vision? Vision What is the change that you want to see in the world? What is the impact you want to have? What will your organization do to accomplish this vision? What will you be to achieve this? Mission
  • 17 Young Professionals In Foreign Policy Mission Vision concept SWOT Situation context Vision… check! Mission…check! Now what? Assess the context
  • 18 Young Professionals In Foreign Policy Establish the situation by looking outward Situation: 6W • Who has formal authority? • Who has informal authority? • Who controls resources? • Who are the stakeholders? • What does each stakeholder want to see? • What do they want to avoid? • Who wants me to succeed? Who doesn’t? • What is the history of this? • How much time do I have? who what when where how why Ask questions like:
  • 19 Young Professionals In Foreign Policy Then look inward, with a SWOT analysis Strengths Weaknesses ThreatsOpportunities S TO W
  • 20 Young Professionals In Foreign Policy time to start planning and doing Mission Vision SWOT Situation CoA Activities Goals Metrics concept context
  • 21 Young Professionals In Foreign Policy Mission What conditions need to be present to achieve these goal? Be SPECIFIC! What outcomes are needed for the mission to succeed? Goal Definition Outcome Identification For the mission to be successful, what has to happen? …obstacles to overcome… changes to make… stuff to create… How are we going to make those things happen?
  • 22 Young Professionals In Foreign Policy What concrete, measurable results do I need to produce? Be TANGIBLE! You must maintain alignment between vision and action Mission Goals Outcomes Output Identification Activities How will I produce these results? Be SMART about it
  • 23 Young Professionals In Foreign Policy Be SMART about it? Specific Measurable Accountable Realistic Time-defined Motivational Attainable Assignable Achievable Resourced Relevant Tangible Goals should be…
  • 24 Young Professionals In Foreign Policy And, while we’re at it, make it a little RACI… Responsible Accountable InformedConsulted I AR C
  • 25 Young Professionals In Foreign Policy Vision How do we put it all together? Actions Goal Outputs Outcomes Mission Out- comes Out- puts Actions Out- comes Out- puts Actions Out- comes Out- puts Actions Out- comes Out- puts Actions Out- comes Out- puts Actions Out- comes Out- puts Actions Goal 1 Goal 32
  • 26 Young Professionals In Foreign Policy Outputs are the tangible, concrete results of your actions. This is what your organization delivers. The production of output requires the consumption of resources. Strategies often fail because output and outcome aren’t linked. Look for hidden “outputs” like overhead or low-return outputs that suck time and resources. Outputs must be measurable and well-defined. Outcomes are the impacts (or changes in the world) that are required to fulfill your mission. Often inspiring and aspirational, they serve as critical touchpoints to your goals. Ask, “What conditions need to be present for me to be successful in my mission?” The answer points you to the outcomes (or end-states) you need to achieve. They do not need to be measurable. vs.outcome output qualitative quantitative
  • 27 Young Professionals In Foreign Policy Metrics deserve their own discussion in another session. They are very important, but really tricky. To begin, focus on measuring four things: Be skeptical about metrics, but be even more skeptical about the absence of metrics you manage only what you measure Inputs Outputs Hours Dollars
  • 28 Young Professionals In Foreign Policy now that you know what to do, focus on EXECUTION… how to do it Mission Vision SWOT Situation CoA Activities Goals Metrics concept context Choice Resources Priorities Timing Execution requires choices: prioritization, resource allocation, and sequencing
  • 29 Young Professionals In Foreign Policy Strategy without execution is a waste of time What separates high performing organizations from the rest is rarely strategy. It is usually execution. Execution is about choices. No organization has infinite resources to implement a strategy, so ultimately, execution is about making three choices: – Prioritization – Money – Time To make these decisions strategically, go back to your Theory of Change and trace the impact back to your mission. investments How important? How much money? How much time?
  • 30 Young Professionals In Foreign Policy Vision The advantage of the Theory of Change model is it informs mission-risk based choices about priority, money, and time Actions Goal 2 Outputs Outcomes Mission Out- comes Out- puts Actions Out- comes Out- puts Actions Out- comes Out- puts Actions Out- comes Out- puts Actions Out- comes Out- puts Actions Out- comes Out- puts Actions Goal 1 Goal 3
  • 31 Young Professionals In Foreign Policy 10 components of the 4 C’s of strategy context choices (Courses of Action) concept Mission Vision CoA Metrics Activities Goals Outcomes Outputs SWOT Situation: 6W Timing Resources Priorities
  • 32 Young Professionals In Foreign Policy A Theory of Change delivers 5 benefits Aligns strategy to task, drives execution in pursuit of vision Provides a framework to measure progress towards achieving vision, mission, and goals Enables an organization to rally around a common purpose and trace line-of-sight for every activity and person Informs strategic decisions on priorities, time, and resources Helps an organization to communicate its goals and approach in clear and compelling narrative
  • 33 Young Professionals In Foreign Policy questions?
  • 34 Young Professionals In Foreign Policy Theory of Change Worksheet Outcome Activities Outputs Mission Vision
  • 35 Young Professionals In Foreign Policy YPFP’s mission is to foster the next generation of foreign policy leaders by providing young professionals with the knowledge, skills, exposure, and relationships to tackle critical global challenges over the course of their careers. Staff Retreat Vision (What) Audience (Who) 4 Pillars (How) Impact (Why) Timeline (When) Young Professionals in Foreign Policy as a case study