Social Innovators Collective - Strategy for Changemakers

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The word “strategy” originates from the battlefield, but we now use it in the context of social innovation. Defined as “a plan of action designed to achieve a goal,” strategy could be a plan for directing troops and military operations to win a war or for figuring out a way to make your social venture succeed. “Figuring things out as they come along” is a kind of strategy, but it is not often the most effective one.

In this class, you will learn how to make a strategic plan that works for you. Developing a robust strategic plan will equip you with a compass to guide you build your venture, help you make decisions, and increase your chances of success.

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Social Innovators Collective - Strategy for Changemakers

  1. 1. Strategy forChangemakers Lee-Sean Huang | leesean@purpose.com | @leesean
  2. 2. Introductions Lee-Sean Lee-Sean Huang | leesean@purpose.com | @leesean
  3. 3. Purpose initiatives have mobilized millionsof people to achieve social change
  4. 4. Purpose initiatives have mobilized millionsof people to achieve social changeWe build rapidly scalable communities, united by a commitment to acommon belief, by bringing people together to take collective action.
  5. 5. Introductions Lee-Sean Huang | leesean@purpose.com | @leesean
  6. 6. Introductions * Who are you? (name, organization/project) Lee-Sean Huang | leesean@purpose.com | @leesean
  7. 7. Introductions * Who are you? (name, organization/project) * What brings you here? Lee-Sean Huang | leesean@purpose.com | @leesean
  8. 8. Introductions * Who are you? (name, organization/project) * What brings you here? * What do you hope to get out of this session? Lee-Sean Huang | leesean@purpose.com | @leesean
  9. 9. Student Takeaways Lee-Sean Huang | leesean@purpose.com | @leesean
  10. 10. Student Takeaways * Define and demystify the term “strategy.” Lee-Sean Huang | leesean@purpose.com | @leesean
  11. 11. Student Takeaways * Define and demystify the term “strategy.” * Understand why strategy is essential during all stages of your project. Lee-Sean Huang | leesean@purpose.com | @leesean
  12. 12. Student Takeaways * Define and demystify the term “strategy.” * Understand why strategy is essential during all stages of your project. * Learn how strategy can help you take control of your workflow and the outcomes of your actions. Lee-Sean Huang | leesean@purpose.com | @leesean
  13. 13. Student Takeaways * Define and demystify the term “strategy.” * Understand why strategy is essential during all stages of your project. * Learn how strategy can help you take control of your workflow and the outcomes of your actions. * Leave with a simple set of frameworks you can apply to your strategic process. Lee-Sean Huang | leesean@purpose.com | @leesean
  14. 14. Can we agree on some norms? Lee-Sean Huang | leesean@purpose.com | @leesean
  15. 15. Can we agree on some norms? * Feel free to share, tweet, Instagram, blog this session. Lee-Sean Huang | leesean@purpose.com | @leesean
  16. 16. Can we agree on some norms? * Feel free to share, tweet, Instagram, blog this session. * I will share the PDF of the deck afterwards. Lee-Sean Huang | leesean@purpose.com | @leesean
  17. 17. Can we agree on some norms? * Feel free to share, tweet, Instagram, blog this session. * I will share the PDF of the deck afterwards. * But PLEASE do not disclose what your classmates share without asking permission first. Lee-Sean Huang | leesean@purpose.com | @leesean
  18. 18. What is strategy? Why strategy? Lee-Sean Huang | leesean@purpose.com | @leesean
  19. 19. What is strategy? Lee-Sean Huang | leesean@purpose.com | @leesean
  20. 20. What is strategy?Strategy: a plan of action designed to achieve a goal Lee-Sean Huang | leesean@purpose.com | @leesean
  21. 21. Strategy +Social Innovation Lee-Sean Huang | leesean@purpose.com | @leesean
  22. 22. ?Strategy +Social Innovation Lee-Sean Huang | leesean@purpose.com | @leesean
  23. 23. “Social innovation refers to new strategies,concepts, ideas and organizations that meetsocial needs of all kinds - from workingconditions and education to communitydevelopment and health - and that extendand strengthen civil society.” Lee-Sean Huang | leesean@purpose.com | @leesean
  24. 24. Strategy A B Lee-Sean Huang | leesean@purpose.com | @leesean
  25. 25. Strategy Current A State B Lee-Sean Huang | leesean@purpose.com | @leesean
  26. 26. Strategy Current A State Desired B State Lee-Sean Huang | leesean@purpose.com | @leesean
  27. 27. Strategy is: Lee-Sean Huang | leesean@purpose.com | @leesean
  28. 28. Strategy is: doing, Lee-Sean Huang | leesean@purpose.com | @leesean
  29. 29. Strategy is: doing, being Lee-Sean Huang | leesean@purpose.com | @leesean
  30. 30. Strategy is: doing, being & becoming. Lee-Sean Huang | leesean@purpose.com | @leesean
  31. 31. Strategy is a Process Lee-Sean Huang | leesean@purpose.com | @leesean
  32. 32. STRATEGY Lee-Sean Huang | leesean@purpose.com | @leesean
  33. 33. S T R AI DEN T ITY E G Y Lee-Sean Huang | leesean@purpose.com | @leesean
  34. 34. Henry Mintzberg Lee-Sean Huang | leesean@purpose.com | @leesean
  35. 35. Henry Mintzberg “Strategy is a pattern in a stream of decisions.” Lee-Sean Huang | leesean@purpose.com | @leesean
  36. 36. Alfred Chandler Lee-Sean Huang | leesean@purpose.com | @leesean
  37. 37. Alfred Chandler “Strategy is the determination of the basic long term goals and objectives, and the adoption of courses of action and the allocation of resources necessary for carrying out goals” Lee-Sean Huang | leesean@purpose.com | @leesean
  38. 38. Alfred Chandler “Strategy is the determination of the basic long term goals and objectives, and the adoption of courses of action and the allocation of resources necessary for carrying out goals” “Structure is the design of the organization. Structure follows strategy” Lee-Sean Huang | leesean@purpose.com | @leesean
  39. 39. BUT Lee-Sean Huang | leesean@purpose.com | @leesean
  40. 40. BUTSTRATEGY Lee-Sean Huang | leesean@purpose.com | @leesean
  41. 41. BUTSTRATEGY > GOALS Lee-Sean Huang | leesean@purpose.com | @leesean
  42. 42. BUTSTRATEGY > GOALS PLANNING Lee-Sean Huang | leesean@purpose.com | @leesean
  43. 43. Michael Porter Lee-Sean Huang | leesean@purpose.com | @leesean
  44. 44. Michael Porter “The steps we take are not the strategy.” Lee-Sean Huang | leesean@purpose.com | @leesean
  45. 45. Michael Porter “The steps we take are not the strategy.” “The essence of strategy is choosing to perform activities differently than rivals do.” Lee-Sean Huang | leesean@purpose.com | @leesean
  46. 46. Michael Porter “The steps we take are not the strategy.” “The essence of strategy is choosing to perform activities differently than rivals do.” “The essence of strategy is being unique.” Lee-Sean Huang | leesean@purpose.com | @leesean
  47. 47. What makes you unique? * Cost * Speed * Newness, novelty, innovation * Experience * Service * Geography * IDENTITY! Lee-Sean Huang | leesean@purpose.com | @leesean
  48. 48. examples Lee-Sean Huang | leesean@purpose.com | @leesean
  49. 49. Table of Contents
  50. 50. Meu Rio is redesigning the user interfacefor civic participation in Rio de Janeiro.
  51. 51. Meu Rio is redesigning the user interfacefor civic participation in Rio de Janeiro.We are a non-partisan democratic youthmovement. We create online tools toconnect citizens and ensure that theyhave a voice in the decisions that aretransforming the city.
  52. 52. Our Values We believe that increased participation by youth and members of the emerging middle class in the political process will help bring about greater accountability and transparency. We are non-partisan and independent. We don’t accept money from government or political parties. We believe that the internet can serve as a school for a more robust democracy. We are committed to open source sharing. We value remix and reuse.
  53. 53. Evaluation Principles for Campaign Themes ▢ RIPE ! SALIENT Is the issue in the news/being talked about? Is it something that has strong public support and a groundswell of concern among our target audience? ▢ ACTIONABLE Can Meu Rio or its members “do” something about the issue? Is there a concrete and plausible political, social, or cultural action that can be taken to affect change? ▢ POLITICAL/CULTURAL IMPACT Meu Rio’s goal is to build a more participatory and open political culture in Rio. While not every campaign needs to directly influence the political process, each campaign should have some short, medium, or long term political objective or impact on behavioral/cultural change among the citizens of Rio. ▢ COMPARATIVE ADVANTAGE Is this an issue or campaign where Meu Rio can take a leadership role while working with other partner organizations working in the same space? Does Meu Rio have a comparative advantage because of our member base, brand equity, and/or innovative use of technology? ▢ EARNED MEDIA/LIST GROWTH Will running the campaign generate free earned media and/or promote Meu Rio membership growth?
  54. 54. Evaluation Principles for Campaign Tools Tactics ▢ CONNECTIVE Does it relate to existing user behaviors and social dynamics? Does it bring the community tighter together or connect people closer with their decision makers? ▢ PARTICIPATORY Is it open-ended enough to invite participation but guided and usable enough to actually use? ▢ USER SERVICE Does it have a clear theory of change? Does the experience inspire, delight, or motivate users? ▢ SCALABLE Does it “work” (both technologically and compelling for users) for 5 users as well as it does for 5 million)? ▢ REUSABLE Can it be reused/repurposed by Meu Rio for future campaigns and not just a one-off novelty? ▢ HACKABLE Is it open source/open API? Can it be reappropriated by users/hackers in new, exciting, unexpected ways or used by other cities/ movements? ▢ AWESOME/INTANGIBLES Is it “magical”? Compelling in an intuitive/emotional way? Does it have that certain “je ne sais quoi”?
  55. 55. STRATEGY > LISTS Lee-Sean Huang | leesean@purpose.com | @leesean
  56. 56. STRATEGY > LISTS RECIPES Lee-Sean Huang | leesean@purpose.com | @leesean
  57. 57. Cooking Analogy Lee-Sean Huang | leesean@purpose.com | @leesean
  58. 58. Lee-Sean Huang | leesean@purpose.com | @leesean
  59. 59. Dinner Party Considerations Context? Weather, geography, seasonality? People? Who are you? Your guests? Goals? Measurements? What is success? Plans, recipes, lists? Make choices. Communications? Documentation and sharing. Lee-Sean Huang | leesean@purpose.com | @leesean
  60. 60. THERE IS NO SECRETSAUCE FOR STRATEGY! Lee-Sean Huang | leesean@purpose.com | @leesean
  61. 61. Lee-Sean Huang | leesean@purpose.com | @leesean
  62. 62. Lee-Sean Huang | leesean@purpose.com | @leesean
  63. 63. Framework for Developing Strategy 1. Current State: Where are you now? 2. Desired State: Where do you want to be? 3. Document and Share. 4. Prioritize. 5. Simplify. 6. Test. Recalibrate. Repeat. Lee-Sean Huang | leesean@purpose.com | @leesean
  64. 64. What’s your strategy? Questions? Lee-Sean Huang | leesean@purpose.com | @leesean
  65. 65. THANK YOU!Lee-Sean Huang | leesean@purpose.com | @leesean

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