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An Introduction to
Strategic Doing
Ed Morrison
Director
Purdue Agile Strategy Lab
Why are people getting interested in
Strategic Doing?
Strategic Doing
Workshops
Why are people getting interested in
Strategic Doing?
We’ve cracked
the code on
complex
collaboration
My personal journey
started here, 1983
Staff counsel,
Senate Democratic
Policy Committee
Next stop: Mazda Manufacturing Complex
Hiroshima, Japan, 1985
Corporate Strategy
Consultant, Telesis
Client: Ford Motor
Company
Next stop: High tech
optics factory run by
Chinese military, 1991
Negotiating supplier
agreement for Berger
Instruments
Next stop: Learning
about the Internet
from a physicist, 1992
Consultant to
Internet company
Next stop: Transforming
Oklahoma City, 1993
Consultant to Greater
Oklahoma City Chamber
of Commerce
We need to create a
vibrant ecosystem for
technology companies.
Next stop: Designing an
ecosystem in Charleston, SC 2001
Ernest Andrade
Economic Developer
City of Charleston
Consultant to Greater
Charleston Chamber of
Commerce
“Transform your Workforce
System”
✓ 13 regions nationally
✓ $15 million each
✓ 3 years to innovate
The federal government
Next Stop,
Indiana, 2005
0
7,500
15,000
22,500
30,000
Began Training Completed Training Degrees/Certificates
Goal Result
2.7 X
2.9 X
2.7 X
Result: We exceeded goals by almost 3X: With 8%
of the national money, we produced 40% of the
national results
The results start appearing
Oklahoma City, 2007
Photo by: Luke Barrett
We accelerated per capita income growth
OKC is now considered a
national model
The Charleston Digital
Corridor has also gained
national attention
Next Stop,
Milwaukee Water Summit, 2008
© 2008, Brian D. Thompson, UWM Research Foundation 10/6/08
Funds
Fluid Transport/
Civil & Ind. Engr.
Detection
Materials
Bioscience
Pumps/ Valves/
Components
Analysis/
Measuring/
Control
Water User
Consumer
Products
Treatment/
Processing/
Softening
Utilities
Funding Agencies
Academic Institutions
Private Sector
Public Sector
Milwaukee Water Cluster, 2008
DOE
EPA
NSF
USDA
DoD
NOAA/DOC
Interior
World Bank
Foundations
International
Partners
NIH
Greater
Milwaukee
Foundation
UWM
Marquette
UW-Madison
WATER Inst.
Chem & Biosci
School of Freshwater
Science
CEAS
Physics
MSOE
Fluid Power
Rapid Proto Center
M7/GMC
MMSD
City of
Milwaukee
DNR
UNDP
Federal
Government
Municipalities
Water Council
Pentair• Filtering & purification
GE
Badger Meter
• Water meters
• Meter reading systems
Procorp• Water reuse & softening
• Phosphate & radium removal
AO Smith
• Water heaters
Kohler
• Faucets
• Materials, coatings, plating
• Casting technology
Miller Coors• Intake quality, output quality
• Energy consumption
AquaSensors
Thermo Fisher
Scientific
Fall River
Great Lakes Water
• Water treatment equipment Advanced
Chemical Systems• Ind. wastewater treatment
CH2MHILL
• Engineering services
ITT
Sanitarie• Wastewater treatment
design
Flygt
• pumps
SiemensJoy
Bucyrus
Veolia
• Water utilities
Environmental
Energy
Efficiency
Processing &
Treatment
Monitoring &
Detection
Milwaukee is now recognized as a global
water hub
7
The Space Coast called
when the Shuttle
closed down in
June 2010
We formed a new
cluster in
renewable energy
Next stop, Flint,
2012
We held our largest 3 day Strategic Doing
training in Flint, 2014
Strategic Doing gives
us the power to change
our lives, our
neighborhoods and our
communities
AGILE STRATEGY LAB / / APRIL 2017
Bob Brown
Associate Director
Center for Community and Economic Development
Michigan State University
We used Strategic Doing with our partners to
transform engineering education at 50
universities
Pathways universities are developing or have
launched over 300 collaborations using
Strategic Doing
New or redesigned courses
Infrastructure (new classrooms, IP policies, etc.)
Non-credit learning (workshops, intenships)
New or renovated makerspaces
Competitions
Credentials (minors, certificates or degrees)
Consolidations of I&E activity across campus
Other
0 20 40 60 80
6
17
29
36
37
62
64
79
“The Strategic Doing (SD)
approach might be one of
the most effective ways of
implementing change on
campus.”
Ilya V. Avdeev, Ph.D.

University of Wisconsin-Milwaukee
“The Strategic Doing
approach had a significant
impact for us in helping us
move faster… It keeps the
whole team focused on
outcomes.”
Magda Lagoudas
Executive Director of Industry and
Nonprofit Partnerships
College of Engineering
Inspired by this work, we
have won a $2 million NSF
award to transform
Purdue’s Mechanical
Engineering Department
using Strategic Doing, 2015
We have helped the
board of the American
Society for Engineering
Education to transform
the organization
We have begun integrating Strategic Doing
with Fraunhofer innovation and technology
management
We began integrating Strategic Doing with
Fraunhofer innovation and technology
management, 2014
Universities face complex challenges of
converting knowledge into money
© Fraunhofer IAO, IAT Universität Stuttgart
Slide ‹Nr.›
Universities must move from hierarchical to
network-based thinking and doing
A platform can connect and leverage assets
across a campus
© Fraunhofer IAO, IAT Universität Stuttgart
Slide ‹Nr.›
today
future
Strategic Doing
A strategy protocol can migrate assets from
hierarchies to networks
We are using this approach to assemble
diverse teams to address Grand Challenges
We are designing new collaboration
platforms
Key insight: Strategy in complex environments
involves following simple rules
When followed, simple rules create a swarm
Simple rules can
create alignment out
of confusion and
conflict
Self-directed teams learn by doing
with a process that is lean, fast,
and agile
We start here:
Strategy in open
networks involves
two simple, but
not easy
questions
Strategy emerges from questions and
commitments
We convert these questions into a
discipline of 10 simple rules
45
Following the rules, teams design strategies in
hours and quickly summarize them on maps
They learn to present their strategy in as
little as 2 minutes
Teams design an interactive process so
strategies become sharper with
experimentation and learning by doing
“The best methodology I have seen in 20
years.”
Paul Collits
Former President
Australia New Zealand Regional Science Association
In today's collaborative
management culture
Strategic Doing offers a tool
that allows team members to
advance ideas to
implementation quickly
Janyce Fadden

VP/General Manager (retired)
Portescap/Danaher Motion
AGILE STRATEGY LAB / / APRIL 2017
Strategic Doing allows a
business to quickly identify
an interested ecosystem of
local businesses that have a
collective interest in and
capability to solve a defined
customer problem.
Todd Tangert
Former Combat Systems
Architect Lockheed
Corporation
AGILE STRATEGY LAB / / APRIL 2017
4.0 Analytics
I’ve worked with large
companies trying to do open
innovation, but the Strategic
Doing process is unique. This
is the most clear and concise
open innovation process I’ve
seen.
Mark Scotland

Chief Operating Officer
4.0 Analytics
AGILE STRATEGY LAB / / APRIL 2017
Learn more
Ed Morrison
edmorrison@purdue.edu
agilestrategylab.org
strategicdoing.net
facebook.com/stratdoing
Scott Hutcheson
hutcheson@purdue.edu
Liz Nilsen
enilsen@purdue.edu

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Introduction to Strategic Doing for Purdue's Discovery Park

  • 1. An Introduction to Strategic Doing Ed Morrison Director Purdue Agile Strategy Lab
  • 2. Why are people getting interested in Strategic Doing? Strategic Doing Workshops
  • 3. Why are people getting interested in Strategic Doing? We’ve cracked the code on complex collaboration
  • 4. My personal journey started here, 1983 Staff counsel, Senate Democratic Policy Committee
  • 5. Next stop: Mazda Manufacturing Complex Hiroshima, Japan, 1985 Corporate Strategy Consultant, Telesis Client: Ford Motor Company
  • 6. Next stop: High tech optics factory run by Chinese military, 1991 Negotiating supplier agreement for Berger Instruments
  • 7. Next stop: Learning about the Internet from a physicist, 1992 Consultant to Internet company
  • 8. Next stop: Transforming Oklahoma City, 1993 Consultant to Greater Oklahoma City Chamber of Commerce
  • 9. We need to create a vibrant ecosystem for technology companies. Next stop: Designing an ecosystem in Charleston, SC 2001 Ernest Andrade Economic Developer City of Charleston Consultant to Greater Charleston Chamber of Commerce
  • 10. “Transform your Workforce System” ✓ 13 regions nationally ✓ $15 million each ✓ 3 years to innovate The federal government Next Stop, Indiana, 2005
  • 11. 0 7,500 15,000 22,500 30,000 Began Training Completed Training Degrees/Certificates Goal Result 2.7 X 2.9 X 2.7 X Result: We exceeded goals by almost 3X: With 8% of the national money, we produced 40% of the national results
  • 12. The results start appearing Oklahoma City, 2007 Photo by: Luke Barrett
  • 13. We accelerated per capita income growth
  • 14. OKC is now considered a national model
  • 15. The Charleston Digital Corridor has also gained national attention
  • 17. © 2008, Brian D. Thompson, UWM Research Foundation 10/6/08 Funds Fluid Transport/ Civil & Ind. Engr. Detection Materials Bioscience Pumps/ Valves/ Components Analysis/ Measuring/ Control Water User Consumer Products Treatment/ Processing/ Softening Utilities Funding Agencies Academic Institutions Private Sector Public Sector Milwaukee Water Cluster, 2008 DOE EPA NSF USDA DoD NOAA/DOC Interior World Bank Foundations International Partners NIH Greater Milwaukee Foundation UWM Marquette UW-Madison WATER Inst. Chem & Biosci School of Freshwater Science CEAS Physics MSOE Fluid Power Rapid Proto Center M7/GMC MMSD City of Milwaukee DNR UNDP Federal Government Municipalities Water Council Pentair• Filtering & purification GE Badger Meter • Water meters • Meter reading systems Procorp• Water reuse & softening • Phosphate & radium removal AO Smith • Water heaters Kohler • Faucets • Materials, coatings, plating • Casting technology Miller Coors• Intake quality, output quality • Energy consumption AquaSensors Thermo Fisher Scientific Fall River Great Lakes Water • Water treatment equipment Advanced Chemical Systems• Ind. wastewater treatment CH2MHILL • Engineering services ITT Sanitarie• Wastewater treatment design Flygt • pumps SiemensJoy Bucyrus Veolia • Water utilities Environmental Energy Efficiency Processing & Treatment Monitoring & Detection
  • 18. Milwaukee is now recognized as a global water hub
  • 19. 7 The Space Coast called when the Shuttle closed down in June 2010
  • 20. We formed a new cluster in renewable energy
  • 22. We held our largest 3 day Strategic Doing training in Flint, 2014
  • 23. Strategic Doing gives us the power to change our lives, our neighborhoods and our communities AGILE STRATEGY LAB / / APRIL 2017 Bob Brown Associate Director Center for Community and Economic Development Michigan State University
  • 24. We used Strategic Doing with our partners to transform engineering education at 50 universities
  • 25. Pathways universities are developing or have launched over 300 collaborations using Strategic Doing New or redesigned courses Infrastructure (new classrooms, IP policies, etc.) Non-credit learning (workshops, intenships) New or renovated makerspaces Competitions Credentials (minors, certificates or degrees) Consolidations of I&E activity across campus Other 0 20 40 60 80 6 17 29 36 37 62 64 79
  • 26. “The Strategic Doing (SD) approach might be one of the most effective ways of implementing change on campus.” Ilya V. Avdeev, Ph.D.
 University of Wisconsin-Milwaukee
  • 27. “The Strategic Doing approach had a significant impact for us in helping us move faster… It keeps the whole team focused on outcomes.” Magda Lagoudas Executive Director of Industry and Nonprofit Partnerships College of Engineering
  • 28. Inspired by this work, we have won a $2 million NSF award to transform Purdue’s Mechanical Engineering Department using Strategic Doing, 2015
  • 29. We have helped the board of the American Society for Engineering Education to transform the organization
  • 30. We have begun integrating Strategic Doing with Fraunhofer innovation and technology management
  • 31. We began integrating Strategic Doing with Fraunhofer innovation and technology management, 2014
  • 32. Universities face complex challenges of converting knowledge into money
  • 33. © Fraunhofer IAO, IAT Universität Stuttgart Slide ‹Nr.› Universities must move from hierarchical to network-based thinking and doing
  • 34. A platform can connect and leverage assets across a campus
  • 35. © Fraunhofer IAO, IAT Universität Stuttgart Slide ‹Nr.› today future Strategic Doing A strategy protocol can migrate assets from hierarchies to networks
  • 36. We are using this approach to assemble diverse teams to address Grand Challenges
  • 37. We are designing new collaboration platforms
  • 38. Key insight: Strategy in complex environments involves following simple rules
  • 39. When followed, simple rules create a swarm
  • 40. Simple rules can create alignment out of confusion and conflict
  • 41. Self-directed teams learn by doing with a process that is lean, fast, and agile
  • 42. We start here: Strategy in open networks involves two simple, but not easy questions
  • 43. Strategy emerges from questions and commitments
  • 44. We convert these questions into a discipline of 10 simple rules
  • 45. 45 Following the rules, teams design strategies in hours and quickly summarize them on maps
  • 46. They learn to present their strategy in as little as 2 minutes
  • 47. Teams design an interactive process so strategies become sharper with experimentation and learning by doing
  • 48. “The best methodology I have seen in 20 years.” Paul Collits Former President Australia New Zealand Regional Science Association
  • 49. In today's collaborative management culture Strategic Doing offers a tool that allows team members to advance ideas to implementation quickly Janyce Fadden
 VP/General Manager (retired) Portescap/Danaher Motion AGILE STRATEGY LAB / / APRIL 2017
  • 50. Strategic Doing allows a business to quickly identify an interested ecosystem of local businesses that have a collective interest in and capability to solve a defined customer problem. Todd Tangert Former Combat Systems Architect Lockheed Corporation AGILE STRATEGY LAB / / APRIL 2017
  • 51. 4.0 Analytics I’ve worked with large companies trying to do open innovation, but the Strategic Doing process is unique. This is the most clear and concise open innovation process I’ve seen. Mark Scotland
 Chief Operating Officer 4.0 Analytics AGILE STRATEGY LAB / / APRIL 2017
  • 52.