A personal strategy project

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This five step process utilizes strategi analysis tools to help students better understand their personal and professional development challenges after graduation.

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A personal strategy project

  1. 1. Each day our choices and behaviors move us closer to the personwe WANT to be, or closer to the person we DO NOT WANT to be.Planning helps us to focus our attention and action on becomingwhat we want to be.A PersonalStrategyProject
  2. 2. Defining a Personal Strategy• A personal strategy is theresult of a thoughtfullinking of– Your past experiences– Your present expertise– Your future expectations• Of course, ourpast, present and futureARE linked anyway –strategy helps forge theselinks in intentional andconstructive waysPastexperiencesPresentexpertiseFutureexpectations2
  3. 3. Defining an Exploration Process• Our approach to thepersonal strategyplanning process is toutilize a variety ofanalytical strategic toolsthat raise insightfulquestions about– How you came to be whoyou are– What are the mostimportant characteristicsof who you are now– What you want to achieveand who you want to be3PastPastPresentFuture
  4. 4. Five Steps and Five Questions• The Experience Mindmap– What events and peoplehave shaped me to thispoint?• The Most ImportantCircle– What are the mostimportant characteristicsthat define who I am?• The Personal SLOTAnalysis– What are my currentstrengths andweaknesses, and whatopportunities and threatsdo I face?• The Strategy Map– How will I map out thestrategic actions in waysthat will help me achievemy future goals?• The Force Field Analysis– In light of the strategicactions I want to take toshape my future, whatindividual, interpersonaland institutional forces do Ihave pushing meforward, or holding meback? 4
  5. 5. Five Steps and Five QuestionsPersonalSLOTAnalysisMostImportantCircleExperienceMindmapStrategyMapForceFieldAnalysisWhat events andpeople have shapedme to this point?What are the mostimportantcharacteristics thatdefine who I am?What are my current strengths andweaknesses, and what opportunities and threatsHow will I map out thestrategic actions in waysthat will help me achievemy future goals?In light of the strategic actions I want totake to shape my future, whatindividual, interpersonal andinstitutional forces do I have pushing meforward, or holding me back?
  6. 6. The Experience Mindmap• The ExperienceMindMap is a visualbrainstormingtechnique• Its aim is to help youidentify the events andpeople in the past whohave been mostinfluential in “forging”you into who you aretoday6
  7. 7. The Experience Mindmap• You can begin yourMindmap at any place ona page, but most peoplestart in the middle withthe BIG QUESTION –“What events and peoplehave shaped me?”• From that starting pointyou build “branches” thatmay be events or people– and those branches maygive rise to otherbranches that providesome detail about thespecific nature was thatmade these elements soimportant to you7
  8. 8. The Experience Mindmap• To the right is thebeginning of amindmap – theimplied “question” iswho and what hasshaped my identity• The major branchesdepicted here aresimply suggestions ofpossible “categories”you could use8Here are some otherbeginning category“branches you coulduse:• K-12 teachers• Sports participation• Academic struggles• Church people orevents• Peer pressures• Job experiences• Geographicrelocations• Dating relationships• Births and deathsof important others
  9. 9. The Experience Mindmap• Your Mindmap may be hand drawn and scanned intoyour paper, or you may use some of the freemindmap software available on the internet (justGoogle the phrase “mindmap software”)• Some people use Excel or PowerPoint to build theirmaps (be sure to place these into your paper – donot submit them as separate files)• Some people choose to use a timeline approach totheir mindmap• The important point is the CONTENT of themindmap, not the FORMAT.9
  10. 10. The Experience Mindmap• Sometimes others(friends, parents, peers)may know about theinfluences that shaped usthan we do ourselves (ourhindsight is rarely “20-20”)• SO, use this project as anoccasion to gather theviews of others – engagein conversations thatfocus on influentialpeople and events in yourlife through the lenses ofothers that know you best10
  11. 11. The Experience Mindmap -Specifications• Your Mindmap write-up should be nolonger than four pages• The first page must be the visualMindmap.• The remaining 2-3 pages shoulddiscuss the most important elementsof the Mindmap providing detailsexplaining selected elements of theMindmap• Of course, the report should be asprofessionally presented as possible(free from writing errors, use of nolarger than 12-pt type and 1 inchmargins, liberal use of subheadings)11
  12. 12. The Experience Mindmap – Keep inmind …• Your Mindmap will onlybe seen by you and I(and whoever youchoose to show). So, betransparent – don’t beafraid to show ordiscuss negative orsensitive information –the aim of the project isto help YOU knowyourself, and your ownpersonal life journey12Life as I haveknow it – bothpositive andpainful
  13. 13. The “Most Important” Circle• What would we wantpeople to know inorder to understandthe most important– Purposes– Priorities– Principles– Practicesin your lifePurposesPrioritiesPracticesPrinciples13What are the three personal andprofessional goals I am mostpassionate about achieving?IfIcouldonlyachievethreeofmygoals,whatwouldmytopthreebe?WhatarethethreemoralandethicalboundariesthatguideandguardwhoIamandhowIact?What are the three habits ofthinking and acting thatenergize how I think and act?
  14. 14. The “Most Important” Circle• Of course we all havemore than three ofeach of these factorsthat drive our life – butthis strategic exerciseask you to identify the“three mostimportant” of eachelement• This means that youwill start out in yourinitial thinking listswith many more thanthree for each factor –and then “whittle” thelists down to the mostimportant three foreachPurposesPrioritiesPracticesPrinciples14What are the three personal andprofessional goals I am mostpassionate about achieving?IfIcouldonlyachievethreeofmygoals,whatwouldmytopthreebe?WhatarethethreemoralandethicalboundariesthatguideandguardwhoIamandhowIact?What are the three habits ofthinking and acting thatenergize how I think and act?
  15. 15. The “Most Important” Circle• You could chooseto present thediagram in circles,overlappingcircles, etc.• The importantthing is, asalways, thecontent, not theformatPurposesPrioritiesPracticesPrinciples15What are the three personal andprofessional goals I am mostpassionate about achieving?IfIcouldonlyachievethreeofmygoals,whatwouldmytopthreebe?WhatarethethreemoralandethicalboundariesthatguideandguardwhoIamandhowIact?What are the three habits ofthinking and acting thatenergize how I think and act?
  16. 16. The “Most Important” Circle -templatePurposesPrioritiesPracticesPrinciples16____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________The “first page modellists the three mostimportant elements ineach category insummary form – theremaining 2-3 pages willexpand and explain
  17. 17. The Most Important Circle -Specifications• Your Most Important Circle write-upshould be no longer than four pages (notcounting the cover page with the projecttitle, the course title, and your name)• The first page (after the cover sheet)must be the circle diagram.• The remaining 2-3 pages should discusseach of the elements of the circleproviding concrete examples andillustrations• Of course, the report should be asprofessionally presented as possible(free from writing errors, use of nolarger than 12-pt type and 1 inchmargins, liberal use of subheadings)17
  18. 18. The Most Important Circle – Keep inmind …• Your Most ImportantCircle analysis will only beseen by you and I (andwhoever you choose toshow). So, be transparent– don’t be afraid to showor discuss negative orsensitive information –the aim of the project isto help YOU knowyourself, and your ownpersonal life journey18The mostimportant leveragepoints in my lifeExit 1B
  19. 19. The Personal SLOT Analysis• The SLOT approachfocuses your attention onthe following questions:1. What are your currentstrengths ?2. What are your currentlimitations?3. What future opportunitiesdo you foresee?4. What future threats doyou foresee?5. What strategicallysignificant actions can youtake in light of the variousSLOT intersections?Opportunities• O1 –• O2 –• O3 –Threats• T1 –• T2 –• T3 –Strengths• S1 –• S2 –• S3 –SO StrategicActions• SO1 –• SO2 –• SO3 –ST StrategicActions• ST1 –• ST2 –• ST3 –Limitations• L1 –• L2 –• L3 –LO StrategicActions• LO1 –• LO2 –• LO3 –SO StrategicActions• LT1 –• LT2 –• LT3 –19
  20. 20. The Personal SLOT Analysis -Strengths• Your STRENGTHS– Strengths may includeskills, experiences, personal traits, previousachievements andrecognitions– The strengths shouldbe distinctive – thatis, characteristics notfound in most of yourpeersOpportunities• O1 –• O2 –• O3 –Threats• T1 –• T2 –• T3 –Strengths• S1 –• S2 –• S3 –SO StrategicActions• SO1 –• SO2 –• SO3 –ST StrategicActions• ST1 –• ST2 –• ST3 –Limitations• L1 –• L2 –• L3 –LO StrategicActions• LO1 –• LO2 –• LO3 –LT StrategicActions• LT1 –• LT2 –• LT3 –20
  21. 21. The Personal SLOT Analysis -Strengths• Your STRENGTHS– You will have manymore than threestrengths … just focuson the strengths mostlikely to provide careerand personal leverage– It may be helpful to talkto those who know youbest – you may havestrengths that you donot readily recognizeOpportunities• O1 –• O2 –• O3 –Threats• T1 –• T2 –• T3 –Strengths• S1 –• S2 –• S3 –SO StrategicActions• SO1 –• SO2 –• SO3 –ST StrategicActions• ST1 –• ST2 –• ST3 –Limitations• L1 –• L2 –• L3 –LO StrategicActions• LO1 –• LO2 –• LO3 –LT StrategicActions• LT1 –• LT2 –• LT3 –21
  22. 22. The Personal SLOT Analysis -Limitations• Your LIMITATIONS– Limitations refer to bothpersonal and professionalqualities that represent relativeweaknesses – lack ofexperience, lower levels ofskills(writing, math, computers), inhibitions ( such as low tolerancefor risk), interpersonalstruggles (such as struggle tospeak up)– Everyone has limitations for weare all imperfect … havinglimitations is not a sign ofpersonal failure, it is a sign ofOpportunities• O1 –• O2 –• O3 –Threats• T1 –• T2 –• T3 –Strengths• S1 –• S2 –• S3 –SO StrategicActions• SO1 –• SO2 –• SO3 –ST StrategicActions• ST1 –• ST2 –• ST3 –Limitations• L1 –• L2 –• L3 –LO StrategicActions• LO1 –• LO2 –• LO3 –LT StrategicActions• LT1 –• LT2 –• LT3 –22
  23. 23. The Personal SLOT Analysis -Limitations• Your LIMITATIONS– You will have more thanthree limitations(we alldo) … just focus on thelimitations most likely toprovide career andpersonal concern– It may be helpful to talk tothose who know you best– you may havelimitations that you donot readily recognizeOpportunities• O1 –• O2 –• O3 –Threats• T1 –• T2 –• T3 –Strengths• S1 –• S2 –• S3 –SO StrategicActions• SO1 –• SO2 –• SO3 –ST StrategicActions• ST1 –• ST2 –• ST3 –Limitations• L1 –• L2 –• L3 –LO StrategicActions• LO1 –• LO2 –• LO3 –LT StrategicActions• LT1 –• LT2 –• LT3 –23
  24. 24. The Personal SLOT Analysis -Opportunities• Your OPPORTUNITIES– Opportunities may bepersonal, professional orfinancial openings thatprovide an EXTERNALchance to either applyyour strengths or tomoderate your limitations– To complete this part ofyour analysis you willhave to do someresearch. Where are jobsavailable and in whatfields? What relationshipsdo you have that mightprovide careernetworking contacts?Opportunities• O1 –• O2 –• O3 –Threats• T1 –• T2 –• T3 –Strengths• S1 –• S2 –• S3 –SO StrategicActions• SO1 –• SO2 –• SO3 –ST StrategicActions• ST1 –• ST2 –• ST3 –Limitations• L1 –• L2 –• L3 –LO StrategicActions• LO1 –• LO2 –• LO3 –LT StrategicActions• LT1 –• LT2 –• LT3 –24
  25. 25. The Personal SLOT Analysis -Opportunities• Your OPPORTUNITIES– Not all opportunities haveto relate to a job … they mayrelate to personal supportrelationships, chances forvolunteer work, oreducational advancement– Hopefully you will havemore than threeopportunities … just focuson those most likely toprovide career and personalleverage– It may be helpful to talk tothose who know you best –you may have opportunitiesthat you are not aware ofOpportunities• O1 –• O2 –• O3 –Threats• T1 –• T2 –• T3 –Strengths• S1 –• S2 –• S3 –SO StrategicActions• SO1 –• SO2 –• SO3 –ST StrategicActions• ST1 –• ST2 –• ST3 –Limitations• L1 –• L2 –• L3 –LO StrategicActions• LO1 –• LO2 –• LO3 –LT StrategicActions• LT1 –• LT2 –• LT3 –25
  26. 26. The Personal SLOT Analysis -THREATS• Your THREATS– Threats are externalconditions or trendsthat could act asbarriers to yourprofessional orpersonal ambitions.– Threats could includefinancial threats(student debt), careerthreats (unemploymentrates in someareas), family threats(aging parents), etc.Opportunities• O1 –• O2 –• O3 –Threats• T1 –• T2 –• T3 –Strengths• S1 –• S2 –• S3 –SO StrategicActions• SO1 –• SO2 –• SO3 –ST StrategicActions• ST1 –• ST2 –• ST3 –Limitations• L1 –• L2 –• L3 –LO StrategicActions• LO1 –• LO2 –• LO3 –LT StrategicActions• LT1 –• LT2 –• LT3 –26
  27. 27. The Personal SLOT Analysis -THREATS• Your THREATS– Everyone faces threats …the failure to recognizeand respond tothreatening conditions isfoolish and potentiallydestructive– To complete this part ofyour analysis you willhave to do someresearch. Where are jobsunavailable and in whatfields? What financialpressures may you face?Opportunities• O1 –• O2 –• O3 –Threats• T1 –• T2 –• T3 –Strengths• S1 –• S2 –• S3 –SO StrategicActions• SO1 –• SO2 –• SO3 –ST StrategicActions• ST1 –• ST2 –• ST3 –Limitations• L1 –• L2 –• L3 –LO StrategicActions• LO1 –• LO2 –• LO3 –LT StrategicActions• LT1 –• LT2 –• LT3 –27
  28. 28. The Personal SLOT Analysis –STRATEGIC ACTIONS• Your STRATEGICACTIONS– This part of the analysisis the most creativepart. In the four cellsyou are answering thisquestion: “In light ofthe opportunities orthreats I foresee, whatcan I do to bestsucceed in light of thestrengths or limitationsI possess?”Opportunities• O1 –• O2 –• O3 –Threats• T1 –• T2 –• T3 –Strengths• S1 –• S2 –• S3 –SO StrategicActions• SO1 –• SO2 –• SO3 –ST StrategicActions• ST1 –• ST2 –• ST3 –Limitations• L1 –• L2 –• L3 –LO StrategicActions• LO1 –• LO2 –• LO3 –LT StrategicActions• LT1 –• LT2 –• LT3 –28
  29. 29. The Personal SLOT Analysis –STRATEGIC ACTIONS• Your STRATEGICACTIONS– To narrow your actionsdown to three distinctactions for each cell(you cannot duplicateany entries) you willneed to do somebrainstorming todevelop a deep pool ofpossible strategicactions to draw from.Opportunities• O1 –• O2 –• O3 –Threats• T1 –• T2 –• T3 –Strengths• S1 –• S2 –• S3 –SO StrategicActions• SO1 –• SO2 –• SO3 –ST StrategicActions• ST1 –• ST2 –• ST3 –Limitations• L1 –• L2 –• L3 –LO StrategicActions• LO1 –• LO2 –• LO3 –LT StrategicActions• LT1 –• LT2 –• LT3 –29
  30. 30. The Personal SLOT Analysis –STRATEGIC ACTIONS• Your STRATEGICACTIONS– Brainstorming potentialstrategic actions might beenhanced if you do thiswith classmates or friendsor family.– Your strategic actionsmust be as concrete aspossible … generalphrases such as“improve” or “seek to”should be avoided. Makeyour actions as actionableas possibleOpportunities• O1 –• O2 –• O3 –Threats• T1 –• T2 –• T3 –Strengths• S1 –• S2 –• S3 –SO StrategicActions• SO1 –• SO2 –• SO3 –ST StrategicActions• ST1 –• ST2 –• ST3 –Limitations• L1 –• L2 –• L3 –LO StrategicActions• LO1 –• LO2 –• LO3 –LT StrategicActions• LT1 –• LT2 –• LT3 –30
  31. 31. The Personal SLOT Analysis -Specifications• Your SLOT write-up should be nolonger than four pages• The first page must be the SLOTTable.• The remaining 2-3 pages shoulddiscuss the each of the elements ofthe SLOT analysis providing concreteexamples and illustrations• Of course, the report should be asprofessionally presented as possible(free from writing errors, use of nolarger than 12-pt type and 1 inchmargins, liberal use of subheadings) 31
  32. 32. The Personal SLOT Analysis – Keep inmind …• Your SLOT analysis willonly be seen by you andI (and whoever youchoose to show). So, betransparent – don’t beafraid to show ordiscuss negative orsensitive information –the aim of the project isto help YOU knowyourself, and your ownpersonal life journey32Finding the rightcombination ofSLOTs for meExit 1C
  33. 33. The Strategy Map33• The Strategy Map– The Strategy Plananswers the questions• WHAT will I do?• WHEN will I do it?• WHERE will I do it• WHO will be involved?• WHICH resources will Iuse?• WHAT results do Iexpect?SO1• WHEN• WHERE• WHO• WHICH• WHATLT2• WHEN• WHERE• WHO• WHICH• WHATST3• WHEN• WHERE• WHO• WHICH• WHATST3• WHEN• WHERE• WHO• WHICH• WHAT
  34. 34. The Strategy Map• The Strategy Map is atimeline linked actionplan• The timeline need notinvolve equally spacedtime intervals – somemay be timelined by ayear, others by a monthor quarter of a year• Multiple strategic actionsmay occur at the sametimeline point34August2014FirstQuarter2015End of2015
  35. 35. The Strategy Map• The Strategy Map mustinclude all twelve ofthe Strategic Actionoptions developed inyour SLOT analysis –keep this in mind whenyou are developing theSLOT action options –consider both yourwillingness and abilityto take the actions asyou develop them35August2014FirstQuarter2015End of2015
  36. 36. The Strategy Map• The Strategy Mapdiagram cannot, ofcourse, include a highlevel of detail – justenough to highlight theessential StrategicAction title and the W5elements so that thetable is understandableon its own (apart fromthe discussion pagesthat follow)36August2014FirstQuarter2015End of2015
  37. 37. The Strategy Map - Specifications• Your Strategy Map write-up shouldbe no longer than four pages• The first page must be the StrategyMap diagram.• The remaining 2-3 pages shoulddiscuss the each of the elements ofthe map providing concrete examplesand illustrations• Of course, the report should be asprofessionally presented as possible(free from writing errors, use of nolarger than 12-pt type and 1 inchmargins, liberal use of subheadings) 37
  38. 38. The Strategy Map – Keep in mind …• Your Strategy Mapanalysis will only be seenby you and I (andwhoever you choose toshow). So, be transparent– don’t be afraid to showor discuss negative orsensitive information –the aim of the project isto help YOU knowyourself, and your ownpersonal life journey38Shaping the futurewhere I can,responding to itwhere I mustExit 1D
  39. 39. Force Field Analysis• A map does not “get youthere.” You have to drive!• Force Field Analysis takesyour Strategy Map andplaces it within the contextof “forces”(people, events, internalmotivation, etc.) that couldeither help or hinder thepursuit of your strategy plan.39
  40. 40. Force Field Analysis• Forces that HELP us achieve theelements of our strategic map mightinclude– Fiends, family and other relationshipnetworks– History of past achievements– Concrete evidence of strong internaldrive or ambition– Savings, low debt– Positive local or regional economictrends– Positive industry trends 40
  41. 41. Force Field Analysis• Forces that HINDER us from achievingthe elements of our strategic mapmight include– High debt, little savings– Personal struggles with momentum(tending to do the same things), inertia(struggle with starting new things), gravity(past record of low achievement) orentropy (no particular drive or direction)– Relational struggles and obligations– Responsibilities (family and otherwise)that limit mobility41
  42. 42. Force Field Analysis• The Force Field Analysisasks you to think aboutthe elements in yourPersonal Strategy Mapand anticipate thoseforces which will helpand hinder thesuccessful completion ofthe Strategic Map goals.• You should identify atleast five helping forcesand five hindering forces423-ys workexperienceFamilyfriends inbusinessNew carLiving withparentsFewer jobs insportsmanagementUnwilling to lvCharleston areaNew car debtLiving withparents
  43. 43. Force Field Analysis• The first page (of this 3-4 pagesection of your self analysis)will be the visual Force Fieldchart (like the one to the left)• After the first-page chart, theremaining 2-3 pages should– Clarify the force (especially byoffering a concrete illustration)– Specify what steps you mighttake to harness the helping forceor overcome the hindering force433-ys workexperienceFamilyfriends inbusinessNew carLiving withparentsFewer jobs insportsmanagementUnwilling to lvCharleston areaNew car debtLiving withparents
  44. 44. Force Field - Specifications• Your Force Field write-up should beno longer than four pages• The first page must be the Force Fielddiagram.• The remaining 2-3 pages shoulddiscuss the each of the elements ofthe diagram providing concreteexamples and illustrations• Of course, the report should be asprofessionally presented as possible(free from writing errors, use of nolarger than 12-pt type and 1 inchmargins, liberal use of subheadings) 44
  45. 45. The Force Field analysis– Keep inmind …• Your Force Field analysiswill only be seen by youand I (and whoever youchoose to show). So, betransparent – don’t beafraid to show ordiscuss negative orsensitive information –the aim of the project isto help YOU knowyourself, and your ownpersonal life journey45Harnessing thatwhich helps andcoping with thatwhich hindersExit 1E

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