This document summarizes a webinar about visualizing strategy flow for transparent outcomes. The webinar discusses making strategy visible through visual diagrams, connecting strategies across levels, and ensuring work is connected to strategy. It provides examples like Volvo connecting initiatives to strategic priorities through dropdown menus on work items. The key messages are to paint measures prominently, review them regularly, ladder strategies together clearly, and build discipline to insist all work maps to strategy.

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2. Lean Portfolio Strategy Part 1:
Visualizing your Strategy Flow for Transparent Outcomes

3. HOUSEKEEPING ITEMS
Audio is streamed through
your computer speakers, so
make sure your audio is on
and turned up.
The recording and slides will
be sent to everyone via email
within 24-48 hours after the
webinar concludes.
Submit questions any time
during this presentation via
the Q&A box on the bottom
panel of your screen.

4. OUR SPEAKERS
Michiko Quinones
Jira Align Consultant
Cprime
Jesse Pearlman
Delivery Manager, Business Agility
Cprime

5. AGENDA
01 MAKE STRATEGY VISIBLE
02 PAINT YOUR MEASURES IN THE SKY
03 GET CONNECTED
04 GET DISCIPLINED
05 KEEP THE CONVERSATION GOING/Q&A

6. Go beyond the mic drop
– Make your Strategy
visible
• Have a strategic Visual
that describes your
mission, vision, values
with testable OKRs
Paint your measures in
the sky - Don’t let
Strategy die a 2D Death
• Take it out of the
powerpoint/intranet
picture/excel
• Make your OKRs Live
and Breath and Speak
Get Connected - Ladder
it up
• Connect mid level
strategy connects to
the higher level
strategies. Do that
work ahead of time
and show that linkage
Get Disciplined - Build
Connect to Strategy
Muscles
• Insist that all grow the
business work
connects up to
strategy
WEBINAR KEY POINTS

7. GO BEYOND THE MIC DROP
Make Your Strategy Visible

8. • Its not enough to have a town hall and ‘drop’ the strategy on your people.
• Create some type of visual that shows your strategy in visual format.
• Use it over and over, post it everywhere – make it the most visible thing.
GO BEYOND THE MIC DROP TO MAKE YOUR STRATEGY VISIBLE

9. SAMPLE STRATEGIC PLACEMAT – Yellowknife, N.W.T
https://www.yellowknife.ca/en/city-government/resources/City_Council_and_Mayor/Councils_Goals__Objectives/Council-Goals-
and-Objectives-2019---2022.pdf

10. SAMPLE STRATEGIC PLACEMAT – Vancouver Internet Exchange
https://vanix.ca/about/strategic-plan/

11. GOOD NEWS –
MOST OF YOU ARE DOING THIS

12. PAINT YOUR MEASURES IN THE SKY
Don’t Let Strategy Die a 2D Death

13. KEY POINTS
• We go from the placemat to a powerpoint/excel business case or write it down in a theme. The
measure is usually buried within and is never revisited again.
• Don’t let the strategy sit in the powerpoints/excels
• Those documents have documented objectives and key results that get forgotten and left
behind. They die a death in 2d, on paper.
• We need to resurrect them back to life by:
• Making them visible through an information radiator
• Making it part of our process to reviewing the measures consistently
• Adjusting your strategy based on outcomes to the measures

14. YELLOWKNIFE EXAMPLE
Yellowknife makes their
measures available via word
search on their website.
• Not posting it would be
letting it die a 2d death
• Putting it out there
resurrects it.
• Would be great if this was
directly painted on the home
page.

15. GITLAB EXAMPLE
https://about.gitlab.com/company/strategy/
GitLab makes their strategy
publicly visible directly
(painting in the internet sky) on
their own platform.
They even allow you to
contribute, engaging you in the
measures.
This is available right on their
about page. An immediate link
to strategy.

16. At Bloomberg, the lease of terminals is key. So on every monitor in every open
space, there is a flashing number that indicates the number of terminals
leased. (Painting in the Corporate Sky)
BLOOMBERG EXAMPLE
https://www.bbntimes.com/technology/bloomberg-terminal-base-drops-in-2016

17. REVIEW MEASURES CONSISTENTLY
• Emphasis – Set up Monthly-Quarterly Regular Portfolio Reviews just to review the Key Results
measurements on your information radiator

18. ABOUT THOSE STRATEGY MEETINGS
• Consistently revisit the measures outlined in the strategy or business case.
• Don’t be fooled by progress metrics - progress through percent complete data is not the same
as meeting the anticipated key results.
• Discuss, adjust, and take action based on the measures.

19. GET CONNECTED
Ladder Up

20. KEY POINTS
• In big organizations top layer and mid layer strategies can conflict if they are created in silos.
• This leaves delivery confused and they will often bypass or ignore the strategy conflict in order
to get things done.
• Obviously if this happens, no one is working on your strategy.
• So in your information radiator, visibly show how each of Enterprise and Organizational
strategies support each other.
• Note – if they don’t…fix that.

21. DISCONNECTED STRATEGY
STOP
GO

22. • Delivery teams are going to keep the business running.
• If they can’t figure out what the corporate strategy is, they will de facto run their own.
• That means the Town Hall Mic Drop was just that and your strategy died on stage.
DISCONNECTED STRATEGY LEADS TO DEAD STRATEGY

23. • Its not enough to have a town hall and ‘drop’ the strategy on your people
• Create some type of one pager that shows your strategy in visual format
• Use it over and over, post it everywhere – make the most visible thing
• Example – at Bloomberg – the sale of terminals is key. So on every monitor in every open
space, there is a flashing number that indicates the number of terminals sold.
VOLVO EXAMPLE VISUAL
Source: https://www.volvogroup.com/content/dam/volvo/volvo-group/markets/global/en-en/investors/reports-and-presentations/annual-reports/annual-and-
sustainability-report-2020.pdf.coredownload.pdf

24. DRIVING PROSPERITY MEANS…

25. VOLVO MEASURES EXAMPLE

26. ONE OF THOSE SOLUTIONS

27. • Corporate L1 Strategy : Drive Prosperity
○ Measure: 100% Safe
○ Measure: 100% Fossil Free
○ Measure: 100% More Productive
• Corporate L2 Strategy: Transform
○ Measure: 100 Transport and Infrastructure Solutions by 2025
• Corporate L3: Large Scale Production of Fuel Cells
VOLVO LADDERED UP

28. GET DISCIPLINED
Build Connect to Strategy Muscles

29. OPEN ENDED QUESTION
What disciplines does your company do to make sure work
is connected to strategy?

30. • Now that your strategy is visible, connected and
measurable – ie ALIVE – make sure work is connected.
• This is where leaders have to insist to build muscle memory
that all related work make its connection clear.
• Insisting means:
○ To not approve work that’s that doesn’t elaborate on its
connection to strategy
○ To always ask ‘what strategy is this connected to?’
○ To enforce that connection in your delivery
management tool
STRATEGY TO EXECUTION MUSCLES

31. • One company has specified in their initiative approval
process a criteria which says that initiatives cannot move
forward without clearly specifying the link the strategy.
• One company has included a connection to strategy
dropdown with the listing of the strategic priorities, on
every work item from epics to stories.
• One company has created a BI report that show which
initiatives are connected to which strategic priorities,
filterable to programs – so that leaders are accountable.
STRATEGY TO EXECUTION EXAMPLES:

32. SOME SUGGESTED PRACTICES TO EVOLVE
• Monthly meets just around strategy and the
accomplishment of measures.
• Build the use of strategic information radiators
into your day-to-day processes.
• Talk to the measures all the time.
• Insist that all work make its connection to
strategy visible before approval to go forward.
• You want your people to say
“I’m not doing this
unless I know what
strategy it’s
connected to”
• That’s the Strategy Muscle Memory we
want

33. KEEP THE CONVERSATION GOING…
• Connect with our speakers on LinkedIn
• Check out Cprime upcoming webinars, read our blog, download whitepapers/case
studies & more: www.cprime.com/resources
• Share with us what topics you are interested in, ask us questions or give us
feedback: learn@cprime.com

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