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ملتقى التميز المؤسسي 2015 - اليوم الثاني - visual approach strategic planning
This document describes a visual approach to strategic planning that uses graphic guides and visual tools to engage groups in developing a shared strategic vision. The process takes groups through 7 stages: 1) preparing, 2) exploring current realities, 3) agreeing on a vision, 4) creating strategies, 5) implementing change, 6) living the vision. Case studies show the approach helped organizations like an architecture firm develop 5-year plans and achieve goals like becoming a top-ranked firm.
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ملتقى التميز المؤسسي 2015 - اليوم الثاني - visual approach strategic planning
- 1. A Visual Approachto Strategic Planning
- 3. A Visual Approachto Strategic Planning • A process that takes the group from vision to action • Tackle difficult issues and concepts visually • The group creates a shared vision • Consistent results with different clients Support Effective Vision & Strategy Work
- 4. A Visual Approachto Strategic Planning • Architecture • Healthcare • Software & technology • Education • Not-for-Profit Groups • Membership Associations • Manufacturing • Retail… and many others A Cross-Industry Approach
- 5. A Visual Approachto Strategic Planning What Is Strategic Visioning?
- 6. A Visual Approachto Strategic Planning
- 7. A Visual Approachto Strategic Planning The Strategic Visioning Process
- 8. A Visual Approachto Strategic Planning Case Study: Architecture Firm Two-day partnership planning retreat
- 9. A Visual Approachto Strategic Planning Stage 1. Preparing Supported by Meeting Startup Graphic Guide (Completed Before Meeting)
- 10. A Visual Approachto Strategic Planning Opening the Meeting Starting with Outcomes, Agenda, Roles & Rules
- 11. A Visual Approachto Strategic Planning Checking Outcomes Completed the Chart During the Meeting
- 12. A Visual Approachto Strategic Planning Stage 2. Exploring and Learning Supported by Graphic History Graphic Guide (and others)
- 13. A Visual Approachto Strategic Planning Connecting with the Past Double Length Required
- 14. A Visual Approachto Strategic Planning Stage 3. Agreeing on Current Realities Supported by Context Map Graphic Guide (and others)
- 15. A Visual Approachto Strategic Planning Completed Context Map The Architecture & Engineering Business Environment
- 16. A Visual Approachto Strategic Planning Stage 4. Opening to a Vision Supported by Cover Story Vision Graphic Guide
- 17. A Visual Approachto Strategic Planning 1 Hour Visioning Session Small Groups Create Vision Stories
- 18. A Visual Approachto Strategic Planning Stage 5. Creating Strategies Supported by Five Bold Steps Graphic Guide (and LOTS of paper!)
- 19. A Visual Approachto Strategic Planning Agree on Vision and Bold Steps A Four-Hour Process
- 20. A Visual Approachto Strategic Planning Final Strategic Vision
- 21. A Visual Approachto Strategic Planning Stage 6. Implementing Change Supported by Graphic Gameplan Graphic Guide
- 22. A Visual Approachto Strategic Planning Groups Work on Gameplans
- 23. A Visual Approachto Strategic Planning Stage 7. Living the Vision The Group Carries the Work Into the Future • 40 top managers developed a global sense of their company and its business • Agreement on 5 year plans going forward • Everyone received 11”x17” size books with digital color pictures of all the charts • Featured in annual report • Vision updated every 5 years • Achieved their goal of becoming top-ranked architectural firm within 10 years
- 24. A Visual Approachto Strategic Planning For more information on Strategic Visioning… Please visit our website: www.grove.com or call us: +1.415.561.2500 Thank you!
Editor's Notes
- #2 Presented by Rachel S. Smith, Senior Consultant and Director of Digital Facilitation Services for The Grove Consultants International, a firm based in San Francisco and founded by David Sibbet.
- #4 Creating a vision and strategic plan can be difficult because people have to handle concepts that are not clear — often without a shared understanding of the ideas. You can use a well-defined process that helps a group define a vision that everyone shares, and also develop a plan for action that everyone supports. You can help groups approach difficult issues and concepts in a visual way, making them more concrete and supporting better understanding. You will find that the process is consistently successful with different kinds of groups.
- #5 We have used this approach with clients across a broad range of industries. The details of each plan are different, but the process supports them all.
- #6 We use “strategic visioning” instead of “strategic planning” because of the visual component. We support the work with large visual templates called Graphic Guides. We work with the group to create panoramic representations of an organization’s environment, current situation, vision, and action plans — all live and in-the-moment.
- #7 Walk through the Model briefly.
- #8 Walk through the stages briefly. I will show a case study that will help make it clear.
- #9 This case study is from a meeting facilitated about 15 years ago.