STEP 1a. What’s Working? What’s Not Working? What is WORKING in your organization until now? What is NOT WORKING in your organization? This is not what should be, but what is. Ideas for the future are next. Write Yellow FACT cards: (You can write cards for each other.) One FACT per card (information, opinion, questions) Full thought or sentence Concrete and Specific ( W -working, NW -not working) Readable Name/Initials (optional) and Date

What is WORKING in your organization until now?

What is NOT WORKING in your organization?

This is not what should be, but what is.

Ideas for the future are next.

Write Yellow FACT cards: (You can write cards for each other.)

One FACT per card (information, opinion, questions)

Full thought or sentence

Concrete and Specific ( W -working, NW -not working)

Readable

Name/Initials (optional) and Date

STEP 1b. Share Facts Put your cards on a nearby wall or window. Put similar ones together in a column or cluster. Name the columns or clusters. Write the name on a Pink card and put it by the Facts . Read all the cards that people at your table wrote. Talk about them so you understand what everyone meant.

Put your cards on a nearby wall or window.

Put similar ones together in a column or cluster.

Name the columns or clusters. Write the name on a Pink card and put it by the Facts .

Read all the cards that people at your table wrote.

Talk about them so you understand what everyone meant.

Your organization at its best What would be the characteristics of your organization if it was the best it could be in __ year(s) from now? Write blue IDEA cards: (You can write cards for each other.) One IDEA per card (the details of what would make your organization ideal) Full thought or sentence Concrete and Specific Readable Name/Initials (optional) and Date

What would be the characteristics of your organization if it was the best it could be in __ year(s) from now?

Write blue IDEA cards: (You can write cards for each other.)

One IDEA per card (the details of what would make your organization ideal)

Full thought or sentence

Concrete and Specific

Readable

Name/Initials (optional) and Date

Result: A thoroughly planned and aligned organizational plan Goals (What are the primary outcomes you want to achieve in the timeframe) Actions (How to achieve each Goal) Measures (How to determine progress) Accountability (Who is responsible) Cost/Benefit (Investment and return) Timeline (What happens when)

Goals (What are the primary outcomes you want to achieve in the timeframe)

Actions (How to achieve each Goal)

Measures (How to determine progress)

Accountability (Who is responsible)

Cost/Benefit (Investment and return)

Timeline (What happens when)

Strategic Planning (X-matrix) 15 14 13 12 X 11 X O X X 10 X X O O X X 9 X X X O O X 8 X X O O X 7 X O X O X 6 X O O O O X O X 5 X X O O X X 4 X X O O O X 3 X X O X X X 2 X O O O X X 1 X O O O ACTIONS GOALS MEASURES III II I COST BENEFIT a b c d e f g h I j k l m aa bb cc dd ee ff gg hh X X A X O X X X O X O Who is Responsible X B X X X X X X X C X O O X O X O X = Strong Relationship X D O O X X O O O O = Weak Relationship X X E O X X O F

Strategic Planning (X-matrix)