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Making Strategy Work Paul A. Schumann, Jr. Glocal Vantage, Inc.
Outline ,[object Object],[object Object],[object Object],[object Object],Glocal Vantage, Inc.
Causes of Reality ,[object Object],[object Object],[object Object],[object Object],Glocal Vantage, Inc.
Glocal Vantage, Inc.
Strategy A Way of Perceiving, Thinking and Acting for When the Far Becomes Near Glocal Vantage, Inc.
Glocal Vantage, Inc. Once upon a time a camel and a donkey were walking together. The camel moved smoothly with long strides while the donkey moved impatiently, stumbling  frequently. The donkey asked his companion, “How is it that I am perpetually in trouble! I am always falling and hurting myself in spite of the fact that I look carefully downward as I walk. You never seem to be aware of what surrounds you. Your eyes are fixed on the horizon, and you keep going fast without  stumbling.” The camel smiled serenely and answered, “By looking down you do not see anything until it is too late to change your steps. You think that haste is speed and that by looking you can see. And, you think that seeing near is the same as seeing far. You have assumed that I am looking at the horizon. However, I am merely gazing ahead so as to work out what to do when the far becomes near. And, I remember what has gone before, and do not need to look back and stumble once again.”
The Glocal Vantage Point Glocal Vantage, Inc. Market Stakeholders Organizational Capability Organizational Capacity Strategy
The Market Glocal Vantage, Inc. Customers Competitors Technologies Social Political Economic Demographic Scientific Opportunity Threat
Developing Strategy ,[object Object],[object Object],[object Object],[object Object],[object Object],Glocal Vantage, Inc.
Strategy ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Glocal Vantage, Inc.
Strategy Development ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Glocal Vantage, Inc.
A Vision ,[object Object],[object Object],[object Object],[object Object],Glocal Vantage, Inc.
Characteristics of a Good Vision ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Glocal Vantage, Inc.
Characteristics of a Good Vision (cont.) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Glocal Vantage, Inc.
To Create a Vision ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Glocal Vantage, Inc.
Selecting a Mission ,[object Object],[object Object],[object Object],[object Object],[object Object],Glocal Vantage, Inc.
Establishing Goals ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Glocal Vantage, Inc.
Values in Organizations ,[object Object],[object Object],[object Object],[object Object],[object Object],Glocal Vantage, Inc.
Organizational Values Glocal Vantage, Inc. Vitality Quality
Vitality Values ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Glocal Vantage, Inc.
Quality Values ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Glocal Vantage, Inc.
Organizational Values: Vitality ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Glocal Vantage, Inc.
Organizational Values: Quality ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Glocal Vantage, Inc.
Principles of Values Management ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Glocal Vantage, Inc.
Strategies ,[object Object],[object Object],[object Object],[object Object],[object Object],Glocal Vantage, Inc.
Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Glocal Vantage, Inc.
Examples ,[object Object],[object Object],[object Object],[object Object],Glocal Vantage, Inc. Exercise: Critique these against the criteria described in this presentation.
Alliance for Nonprofit Management Glocal Vantage, Inc. Our Mission To provide leadership in enhancing a civil society by challenging and strengthening those who deliver management and governance support services to nonprofit organizations  Our Principles 1. Inclusiveness  - full inclusion of a diverse mosaic of society's cultures in our membership, leadership, and staff.  2. Collaboration  - building on mutually beneficial working relationships with an array of community, business, and government partners and stakeholders.  3. Quality  - setting and requiring increasingly higher standards in our performance and our products.  Description The  Alliance  for Nonprofit Management is the professional association of individuals and organizations devoted to improving the management and governance capacity of nonprofits - to assist nonprofits in fulfilling their mission.  Alliance  members include management support organizations (MSOs), individual professionals, and a range of national/regional, umbrella, research and academic, publishing and philanthropic organizations that provide technical assistance (training and consulting) to nonprofits.  By "raising the bar" on quality among our members and our members' clients, we provide leadership in the enhancement of a broader vision - one of stronger, healthier communities and civil society.
The Drucker Foundation Glocal Vantage, Inc. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
American Cancer Society Glocal Vantage, Inc. American Cancer Society   Hope. Progress. Answers. ACS Mission The American Cancer Society is the nationwide community- based voluntary health organization dedicated to eliminating cancer as a major health problem by preventing cancer, saving lives, and diminishing suffering from cancer, through research, education, advocacy, and service.  International Mission The American Cancer Society's international mission concentrates on capacity building in developing cancer societies and on collaboration with other cancer- related organizations throughout the world in carrying out the strategic directions of the American Cancer Society.  Description  The American Cancer Society is the nationwide community-based voluntary health organization dedicated to eliminating cancer as a major health problem by preventing cancer, saving lives and diminishing suffering from cancer through research, education, advocacy, and service. It is one of the oldest and largest voluntary health agencies in the United States, with over two million Americans united to conquer cancer through balanced programs of research, education, patient service, advocacy, and rehabilitation. The American Cancer Society, Inc. consists of a National Society, with chartered Divisions throughout the country and over 3,400 local Units. The National Society is responsible for overall planning and coordination of public and professional education, providing technical help and materials to divisions and units, and administering programs of research, medical grants, and clinical fellowships. The Divisions are governed by volunteer members of Division Boards of Directors, both medical and lay, throughout the United States and Puerto Rico. More than 3,400 local Units are organized to cover the counties and communities in the United States. There are thousands of community leaders who direct the Society's programs at this level. The Society's mission of cancer control is carried out by over 2 million volunteers nationwide who donate their time and services.
ACS (cont.) Glocal Vantage, Inc. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
ACS (cont.) Glocal Vantage, Inc. What We Do  The goal of the American Cancer Society (ACS) is to prevent cancer, save lives, and diminish suffering from cancer. Research  For more than 80 years, ACS has led the way in cancer research. Our program includes extramural grants, behavioral research, intramural epidemiology, and surveillance research.  Cancer Information Services  One of the primary goals of ACS is to provide the most accurate, up- to- date information on cancer.  Advocacy & Public Policy  ACS promotes beneficial policies, laws, and regulations for patients and families affected by cancer.  Community Programs & Services  Local programs established by ACS serve to educate the public about cancer prevention, early detection, treatment, survival, and quality of life.
Kauffman Foundation Glocal Vantage, Inc. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Kauffman Foundation (cont.) Glocal Vantage, Inc. Success for the Kauffman Foundation . . . Requires the ability and spirit to accept our responsibilities and earn our rights through a commitment to excellence in all we do.  Description The Ewing Marion Kauffman Foundation is a private foundation that works toward the vision of self-sufficient people in healthy communities. Its mission is to research and identify unfulfilled needs of society and to develop, implement and/or fund breakthrough solutions that have a lasting impact and offer people a choice and hope for the future. The Kauffman Foundation's work is focused on two areas: Youth Development and Entrepreneurial Leadership.  The Youth Development division works with others to create a continuous and nurturing network of support for children, their families and their communities toward the goal of helping youth become responsible and productive members of society. Youth Development focuses its funding and engaged grantmaking efforts into three areas: 1) getting children started right through early childhood development and parent and family support initiatives; 2) building a nurturing web of support for children and adolescents through strategies designed to create effective schools and increase the capacity and services of youth-serving agencies; and finally, 3) giving youth choice and hope for the futures through targeted social and economic strategies to create healthy communities where they live.  The Kauffman Center for Entrepreneurial Leadership promotes the growth of entrepreneurship in America. The Center's Entrepreneur Training Institute sponsors education, training and research initiatives targeted to the needs of adult entrepreneurs and entrepreneurship support systems. Through the Institute for Entrepreneurship Education, a variety of experience-based education efforts work to encourage the entrepreneurial spirit in students from kindergarten through community college. The Public Sector and Community Entrepreneurship segment focuses on entrepreneurship in the nonprofit sector, public policy issues related to entrepreneurship and the community infrastructure that supports entrepreneurs.
Strategic Thinking Process Glocal Vantage, Inc. Market Opportunity People’s Aspirations Stakeholder Desires Vision Mission Goals Values Implications Scenarios Strategies Project Plans Missioning Measurements Strategic Analysis Strategy Development Strategic Planning Operations Management
Motivate Action ,[object Object],[object Object],[object Object],[object Object],Glocal Vantage, Inc.
Motivation Glocal Vantage, Inc. Ennobling Enabling Empowering Encouraging
Ennoblement ,[object Object],[object Object],[object Object],[object Object],Glocal Vantage, Inc.
Enablement ,[object Object],[object Object],[object Object],[object Object],[object Object],Glocal Vantage, Inc.
Empowerment ,[object Object],[object Object],Glocal Vantage, Inc.
Encouragement ,[object Object],[object Object],[object Object],[object Object],Glocal Vantage, Inc.
Change Process Glocal Vantage, Inc. Desire Intention Action Reason Way Trust Results Ennobling Enabling Empowering Encouraging Vision Mission &  Goals Strategies &  Values Feedback Motivation Change Innovation Mental States Requirement Process Strategy
Recommendations ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Glocal Vantage, Inc.
Glocal Vantage, Inc. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Glocal Vantage, Inc.
Paul Schumann ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Glocal Vantage, Inc.
This work is licensed under the Creative Commons Attribution license. You may distribute, remix, tweak, and build upon this work, even commercially, as long as you credit me for the original creation as Paul Schumann, Glocal Vantage Inc, www.glocalvantage.com.

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Making Strategy Work: A Concise Guide

  • 1. Making Strategy Work Paul A. Schumann, Jr. Glocal Vantage, Inc.
  • 2.
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  • 5. Strategy A Way of Perceiving, Thinking and Acting for When the Far Becomes Near Glocal Vantage, Inc.
  • 6. Glocal Vantage, Inc. Once upon a time a camel and a donkey were walking together. The camel moved smoothly with long strides while the donkey moved impatiently, stumbling frequently. The donkey asked his companion, “How is it that I am perpetually in trouble! I am always falling and hurting myself in spite of the fact that I look carefully downward as I walk. You never seem to be aware of what surrounds you. Your eyes are fixed on the horizon, and you keep going fast without stumbling.” The camel smiled serenely and answered, “By looking down you do not see anything until it is too late to change your steps. You think that haste is speed and that by looking you can see. And, you think that seeing near is the same as seeing far. You have assumed that I am looking at the horizon. However, I am merely gazing ahead so as to work out what to do when the far becomes near. And, I remember what has gone before, and do not need to look back and stumble once again.”
  • 7. The Glocal Vantage Point Glocal Vantage, Inc. Market Stakeholders Organizational Capability Organizational Capacity Strategy
  • 8. The Market Glocal Vantage, Inc. Customers Competitors Technologies Social Political Economic Demographic Scientific Opportunity Threat
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  • 19. Organizational Values Glocal Vantage, Inc. Vitality Quality
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  • 28. Alliance for Nonprofit Management Glocal Vantage, Inc. Our Mission To provide leadership in enhancing a civil society by challenging and strengthening those who deliver management and governance support services to nonprofit organizations Our Principles 1. Inclusiveness - full inclusion of a diverse mosaic of society's cultures in our membership, leadership, and staff. 2. Collaboration - building on mutually beneficial working relationships with an array of community, business, and government partners and stakeholders. 3. Quality - setting and requiring increasingly higher standards in our performance and our products. Description The Alliance for Nonprofit Management is the professional association of individuals and organizations devoted to improving the management and governance capacity of nonprofits - to assist nonprofits in fulfilling their mission. Alliance members include management support organizations (MSOs), individual professionals, and a range of national/regional, umbrella, research and academic, publishing and philanthropic organizations that provide technical assistance (training and consulting) to nonprofits. By "raising the bar" on quality among our members and our members' clients, we provide leadership in the enhancement of a broader vision - one of stronger, healthier communities and civil society.
  • 29.
  • 30. American Cancer Society Glocal Vantage, Inc. American Cancer Society Hope. Progress. Answers. ACS Mission The American Cancer Society is the nationwide community- based voluntary health organization dedicated to eliminating cancer as a major health problem by preventing cancer, saving lives, and diminishing suffering from cancer, through research, education, advocacy, and service. International Mission The American Cancer Society's international mission concentrates on capacity building in developing cancer societies and on collaboration with other cancer- related organizations throughout the world in carrying out the strategic directions of the American Cancer Society. Description The American Cancer Society is the nationwide community-based voluntary health organization dedicated to eliminating cancer as a major health problem by preventing cancer, saving lives and diminishing suffering from cancer through research, education, advocacy, and service. It is one of the oldest and largest voluntary health agencies in the United States, with over two million Americans united to conquer cancer through balanced programs of research, education, patient service, advocacy, and rehabilitation. The American Cancer Society, Inc. consists of a National Society, with chartered Divisions throughout the country and over 3,400 local Units. The National Society is responsible for overall planning and coordination of public and professional education, providing technical help and materials to divisions and units, and administering programs of research, medical grants, and clinical fellowships. The Divisions are governed by volunteer members of Division Boards of Directors, both medical and lay, throughout the United States and Puerto Rico. More than 3,400 local Units are organized to cover the counties and communities in the United States. There are thousands of community leaders who direct the Society's programs at this level. The Society's mission of cancer control is carried out by over 2 million volunteers nationwide who donate their time and services.
  • 31.
  • 32. ACS (cont.) Glocal Vantage, Inc. What We Do The goal of the American Cancer Society (ACS) is to prevent cancer, save lives, and diminish suffering from cancer. Research For more than 80 years, ACS has led the way in cancer research. Our program includes extramural grants, behavioral research, intramural epidemiology, and surveillance research. Cancer Information Services One of the primary goals of ACS is to provide the most accurate, up- to- date information on cancer. Advocacy & Public Policy ACS promotes beneficial policies, laws, and regulations for patients and families affected by cancer. Community Programs & Services Local programs established by ACS serve to educate the public about cancer prevention, early detection, treatment, survival, and quality of life.
  • 33.
  • 34. Kauffman Foundation (cont.) Glocal Vantage, Inc. Success for the Kauffman Foundation . . . Requires the ability and spirit to accept our responsibilities and earn our rights through a commitment to excellence in all we do. Description The Ewing Marion Kauffman Foundation is a private foundation that works toward the vision of self-sufficient people in healthy communities. Its mission is to research and identify unfulfilled needs of society and to develop, implement and/or fund breakthrough solutions that have a lasting impact and offer people a choice and hope for the future. The Kauffman Foundation's work is focused on two areas: Youth Development and Entrepreneurial Leadership. The Youth Development division works with others to create a continuous and nurturing network of support for children, their families and their communities toward the goal of helping youth become responsible and productive members of society. Youth Development focuses its funding and engaged grantmaking efforts into three areas: 1) getting children started right through early childhood development and parent and family support initiatives; 2) building a nurturing web of support for children and adolescents through strategies designed to create effective schools and increase the capacity and services of youth-serving agencies; and finally, 3) giving youth choice and hope for the futures through targeted social and economic strategies to create healthy communities where they live. The Kauffman Center for Entrepreneurial Leadership promotes the growth of entrepreneurship in America. The Center's Entrepreneur Training Institute sponsors education, training and research initiatives targeted to the needs of adult entrepreneurs and entrepreneurship support systems. Through the Institute for Entrepreneurship Education, a variety of experience-based education efforts work to encourage the entrepreneurial spirit in students from kindergarten through community college. The Public Sector and Community Entrepreneurship segment focuses on entrepreneurship in the nonprofit sector, public policy issues related to entrepreneurship and the community infrastructure that supports entrepreneurs.
  • 35. Strategic Thinking Process Glocal Vantage, Inc. Market Opportunity People’s Aspirations Stakeholder Desires Vision Mission Goals Values Implications Scenarios Strategies Project Plans Missioning Measurements Strategic Analysis Strategy Development Strategic Planning Operations Management
  • 36.
  • 37. Motivation Glocal Vantage, Inc. Ennobling Enabling Empowering Encouraging
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  • 42. Change Process Glocal Vantage, Inc. Desire Intention Action Reason Way Trust Results Ennobling Enabling Empowering Encouraging Vision Mission & Goals Strategies & Values Feedback Motivation Change Innovation Mental States Requirement Process Strategy
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  • 46. This work is licensed under the Creative Commons Attribution license. You may distribute, remix, tweak, and build upon this work, even commercially, as long as you credit me for the original creation as Paul Schumann, Glocal Vantage Inc, www.glocalvantage.com.