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1
WEBINAR
The Intersection of Strategy
Activation and Plan Execution
4 Keys to Change Management in 2018
2
Meet the Speakers
Alan Todd, Founder & CEO, CorpU.
Alan Todd, Founder and CEO of CorpU, is regarded as one of the world’s pre-eminent authorities
on strategy and leadership. A former Inc. Magazine/Ernst & Young Entrepreneur of the Year,
Todd’s writing and commentary have appeared in Forbes, Fortune, Fast Company, and Wired, and
his insights are routinely solicited from Fortune 1000 companies like Walmart, Coca-Cola, Boeing,
and Johnson & Johnson. His technical innovations in Strategy Activation are powering global
growth for companies with combined annual revenues of over $1 trillion. He is a co-founder of
Harrisburg University and a past trustee or advisor to Dickinson College, Penn State University, and
the University of Pennsylvania’s Wharton School of Business and Graduate School of Education.
Alan Todd
Speaker
Joe Krause
Moderator
Joe Krause, Director of Professional Services, AchieveIt
Joe is responsible for empowering AchieveIt clients to execute their plans. With a consultative
strategic planning background, Joe has worked with clients to execute over 1000 strategic,
operational, and project plans. Throughout his four year tenure at AchieveIt, Joe has
experienced, first-hand, the pitfalls organizations experience during the execution phase of their
strategic planning processes and is passionate about helping teams drive toward successful
business outcomes.
3
Slides will be sent via email in 1-2 days
Recording link will be available on demand
There are dial-in only participants
Type in the Questions Panel
Share on Twitter @GoAchieveIt
A Couple of Housekeeping Notes
4
WEBINAR
The Intersection of Strategy
Activation and Plan Execution
4 Keys to Change Management in 2018
5
Our Mission
CorpU is the strategy activation company. Our
technology unlocks the collective genius of an
enterprise to execute strategy faster. Business
leaders rely on CorpU to accelerate new strategies
and build critical capabilities at scale.
Our Value
1. Close the strategy execution gap
2. Accelerate new strategy and change initiatives
3. Drive actionable insights gathered from unique
data and analytics
4. Improve communication and team alignment
5. Build organizational capabilities
Software for the People Side of
Business Transformation
About CorpU
6
Pace of Change is Accelerating
7
The Human Side of Change is Stuck in the 80s
8
Strategies fall short of desired results 70%
of the time.
9
Organizations and Work Are More Complex
The Flattening of the
Firm: Evidence from Panel Data
on the Changing Nature of
Corporate Hierarchies (NBER
Working Paper No. 9633)
10
Organizations and Work Are More Complex
The Flattening of the
Firm: Evidence from Panel Data
on the Changing Nature of
Corporate Hierarchies (NBER
Working Paper No. 9633)
The Secrets to
Successful Strategy Execution,
Harvard Business Review
11
Only 34% of executives believe they are good at executing
strategy
12
13
Overemphasis Over-focus Overload Overbuilt
On Big Data & STEM
We don’t see the
big picture
On inputs rather
than outputs
We measure the
wrong things
Of senses and
systems
We don’t stay
focused
Business structures
We’re not
harnessing
collective
intelligence
Why are we stuck? 4 Hypotheses
14
Engage in
Structured
Dialogue
Measure the
Human Side of
Change
Shape the
Environment for
Deep Focus
Create Purposeful
Collaboration
Generate thick,
descriptive data
hidden in culture,
stories, beliefs and
habits
Measure
understanding, buy-
in, commitment,
sentiment, belief,
fear, inspiration
Designate time for
deep, reflective
thinking &
collaborative
problem-solving
Harness collective
intelligence with
idea tournaments,
prediction markets,
and problem-
swarming
4 Keys to Change Management in 2018
15
Organizational X-Ray
NLP & Sentiment Analysis
See Into the Hearts and
Minds of Your People
GPS
Artificial Intelligence and
Discourse Analysis
See Change Happen
Turn-by-Turn with Data-
Driven Guidance
Crystal Ball
Collective Intelligence
See Into The Future
14%
40%
45%
1%
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
50%
BELIEVES FAVORABLE CONCERNED SKEPTICAL
Predict and
Prescribe
Deep Analysis of
Structured Dialogue
Structured
Dialogue
The Magic
16
6 Barriers to Leading Change
17
How People Learn:
Rooted in Theory/ Grounded in Evidence
18
Dialogue
(dia-logos)
19
A Technology-Enabled Shift
Jane Calais
Felipe Gonzáles
Larry Miller
●
●
●
Operations
Procurement
Finance
20
Dialogue
Connect people together in purpose built groups to:
Identify and Solve Complex Problems
Generate and Spread Ideas
Teach & Learn From each other and experts
Capture & Amplify New Knowledge
Predict & Prescribe Best Way Forward
21
Strategy Management Use Case at Life Sciences Firm
4 PHASES OF STRATEGY
Managed by CorpU Strategy Activation and AchieveIt
FORMULATION
Encourage Leaders
to Think Big
ACTIVATION
Mobilize the Masses
INITIATIVE
TRACKING
Align Projects to
Larger Initiatives
MEASUREMENT
& ITERATION
Discover & Install
New
Routines
• Engage and motivate teams
• Drive action on work that will
make a positive difference
• Align 100s of projects to higher-
level initiatives
• Adjust alignment and priorities as
needed
• Facilitate strategic dialogue
• Build shared view of the
future
• Gather evidence for
actionable insights
• Hold teams accountable for
cross-functional results
Empower every function, every team, every individual to do more.
22
Supply Chain President
“Strategy Activation Speeds Time to Value”
23
24
A Couple of Housekeeping Notes
Slides and Recording will be sent via email in 1-2 days
Share on Twitter @GoAchieveIt
Type in the Questions Panel
to participate in our Q&A
25
Solving the Challenges of
Strategy Execution
26
Food for Thought
Less than 10% of strategies formulated are effectively
executed.
70% of the time the real problem isn’t bad strategy. It’s
bad execution.
27
The Problem
People Plan
Process
Execution Takes All
Three
28
What Drives Execution?
4
DRIVERS
OF
EXECUTION
29
Visual Alignment
Qualitative Context
Big Picture Visibility
Streamlined Updates
Purpose-Built for Execution
Current Tools Don’t Enable Drivers
30
PURPOSE-BUILT SOFTWARE
BEST-PRACTICE EXPERTISE
HANDS-ON GUIDANCE
Want to Know More?See it in action:
www.achieveit.com/demo
31
Q&A with Alan Todd
Alan Todd, Speaker
Founder & CEO
CorpU
(212) 213-2828
atodd@corpu.com
Joe Krause, Moderator
Senior Strategy Consultant
AchieveIt
(800) 535-1559
jkrause@achieveit.com
32
Upcoming Events & Resources
Webinar >> Change Management and Leadership Coaching for the New Year
Thursday, December 14th at 1 pm ET
REGISTER:
https://www.achieveit.com/resources/webinars/
Follow us on Twitter @goachieveIt

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The Intersection of Strategy Activation and Plan Execution: 4 Keys to Change Management in 2018

  • 1. 1 WEBINAR The Intersection of Strategy Activation and Plan Execution 4 Keys to Change Management in 2018
  • 2. 2 Meet the Speakers Alan Todd, Founder & CEO, CorpU. Alan Todd, Founder and CEO of CorpU, is regarded as one of the world’s pre-eminent authorities on strategy and leadership. A former Inc. Magazine/Ernst & Young Entrepreneur of the Year, Todd’s writing and commentary have appeared in Forbes, Fortune, Fast Company, and Wired, and his insights are routinely solicited from Fortune 1000 companies like Walmart, Coca-Cola, Boeing, and Johnson & Johnson. His technical innovations in Strategy Activation are powering global growth for companies with combined annual revenues of over $1 trillion. He is a co-founder of Harrisburg University and a past trustee or advisor to Dickinson College, Penn State University, and the University of Pennsylvania’s Wharton School of Business and Graduate School of Education. Alan Todd Speaker Joe Krause Moderator Joe Krause, Director of Professional Services, AchieveIt Joe is responsible for empowering AchieveIt clients to execute their plans. With a consultative strategic planning background, Joe has worked with clients to execute over 1000 strategic, operational, and project plans. Throughout his four year tenure at AchieveIt, Joe has experienced, first-hand, the pitfalls organizations experience during the execution phase of their strategic planning processes and is passionate about helping teams drive toward successful business outcomes.
  • 3. 3 Slides will be sent via email in 1-2 days Recording link will be available on demand There are dial-in only participants Type in the Questions Panel Share on Twitter @GoAchieveIt A Couple of Housekeeping Notes
  • 4. 4 WEBINAR The Intersection of Strategy Activation and Plan Execution 4 Keys to Change Management in 2018
  • 5. 5 Our Mission CorpU is the strategy activation company. Our technology unlocks the collective genius of an enterprise to execute strategy faster. Business leaders rely on CorpU to accelerate new strategies and build critical capabilities at scale. Our Value 1. Close the strategy execution gap 2. Accelerate new strategy and change initiatives 3. Drive actionable insights gathered from unique data and analytics 4. Improve communication and team alignment 5. Build organizational capabilities Software for the People Side of Business Transformation About CorpU
  • 6. 6 Pace of Change is Accelerating
  • 7. 7 The Human Side of Change is Stuck in the 80s
  • 8. 8 Strategies fall short of desired results 70% of the time.
  • 9. 9 Organizations and Work Are More Complex The Flattening of the Firm: Evidence from Panel Data on the Changing Nature of Corporate Hierarchies (NBER Working Paper No. 9633)
  • 10. 10 Organizations and Work Are More Complex The Flattening of the Firm: Evidence from Panel Data on the Changing Nature of Corporate Hierarchies (NBER Working Paper No. 9633) The Secrets to Successful Strategy Execution, Harvard Business Review
  • 11. 11 Only 34% of executives believe they are good at executing strategy
  • 12. 12
  • 13. 13 Overemphasis Over-focus Overload Overbuilt On Big Data & STEM We don’t see the big picture On inputs rather than outputs We measure the wrong things Of senses and systems We don’t stay focused Business structures We’re not harnessing collective intelligence Why are we stuck? 4 Hypotheses
  • 14. 14 Engage in Structured Dialogue Measure the Human Side of Change Shape the Environment for Deep Focus Create Purposeful Collaboration Generate thick, descriptive data hidden in culture, stories, beliefs and habits Measure understanding, buy- in, commitment, sentiment, belief, fear, inspiration Designate time for deep, reflective thinking & collaborative problem-solving Harness collective intelligence with idea tournaments, prediction markets, and problem- swarming 4 Keys to Change Management in 2018
  • 15. 15 Organizational X-Ray NLP & Sentiment Analysis See Into the Hearts and Minds of Your People GPS Artificial Intelligence and Discourse Analysis See Change Happen Turn-by-Turn with Data- Driven Guidance Crystal Ball Collective Intelligence See Into The Future 14% 40% 45% 1% 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% BELIEVES FAVORABLE CONCERNED SKEPTICAL Predict and Prescribe Deep Analysis of Structured Dialogue Structured Dialogue The Magic
  • 16. 16 6 Barriers to Leading Change
  • 17. 17 How People Learn: Rooted in Theory/ Grounded in Evidence
  • 19. 19 A Technology-Enabled Shift Jane Calais Felipe Gonzáles Larry Miller ● ● ● Operations Procurement Finance
  • 20. 20 Dialogue Connect people together in purpose built groups to: Identify and Solve Complex Problems Generate and Spread Ideas Teach & Learn From each other and experts Capture & Amplify New Knowledge Predict & Prescribe Best Way Forward
  • 21. 21 Strategy Management Use Case at Life Sciences Firm 4 PHASES OF STRATEGY Managed by CorpU Strategy Activation and AchieveIt FORMULATION Encourage Leaders to Think Big ACTIVATION Mobilize the Masses INITIATIVE TRACKING Align Projects to Larger Initiatives MEASUREMENT & ITERATION Discover & Install New Routines • Engage and motivate teams • Drive action on work that will make a positive difference • Align 100s of projects to higher- level initiatives • Adjust alignment and priorities as needed • Facilitate strategic dialogue • Build shared view of the future • Gather evidence for actionable insights • Hold teams accountable for cross-functional results Empower every function, every team, every individual to do more.
  • 22. 22 Supply Chain President “Strategy Activation Speeds Time to Value”
  • 23. 23
  • 24. 24 A Couple of Housekeeping Notes Slides and Recording will be sent via email in 1-2 days Share on Twitter @GoAchieveIt Type in the Questions Panel to participate in our Q&A
  • 25. 25 Solving the Challenges of Strategy Execution
  • 26. 26 Food for Thought Less than 10% of strategies formulated are effectively executed. 70% of the time the real problem isn’t bad strategy. It’s bad execution.
  • 29. 29 Visual Alignment Qualitative Context Big Picture Visibility Streamlined Updates Purpose-Built for Execution Current Tools Don’t Enable Drivers
  • 30. 30 PURPOSE-BUILT SOFTWARE BEST-PRACTICE EXPERTISE HANDS-ON GUIDANCE Want to Know More?See it in action: www.achieveit.com/demo
  • 31. 31 Q&A with Alan Todd Alan Todd, Speaker Founder & CEO CorpU (212) 213-2828 atodd@corpu.com Joe Krause, Moderator Senior Strategy Consultant AchieveIt (800) 535-1559 jkrause@achieveit.com
  • 32. 32 Upcoming Events & Resources Webinar >> Change Management and Leadership Coaching for the New Year Thursday, December 14th at 1 pm ET REGISTER: https://www.achieveit.com/resources/webinars/ Follow us on Twitter @goachieveIt