strategic planning workshops,Sstragy planning, strategy, kono consultancy

1. The Grove’s Visual Planning System
Strategic Visioning

2. The Grove’s Visual Planning System
Strategic visioning is the name for The
Grove’s flagship Visual Planning SystemTM
(VPS).
It focuses on strategic planning uses large
visual templates called Graphic Guides®
creates panoramic representations of an
organization’s:
—environment
—current situation
—vision
—action plans

3. The Grove’s Visual Planning System
When Should a Group Use
Strategic Visioning
When a team, division, or
organization requires:
a new strategic direction
needs strategic alignment
needs inspiration in challenging
times

4. The Grove’s Visual Planning System
♦ Introduction to Process(es) Overall Schema
• Strategic Visioning is a past, present and future process. The idea is, in
order to move forward, a group must first contemplate their past and
analyze their current situation. Then they can launch into dreaming about
their future.
• Once their vision is established, they then need to figure out how to bridge
the gap between their current reality and their vision … identifying the Big,
Bold moves that need to be made and then breaking those moves into
doable, assignable tasks than can be monitored and tracked
♦ Stage Number One Graphic Historical
•The first step in the process is History Mapping. Here the group gathers to
tell the story of their existence-to-date. In my experience, most groups (and
leaders) are initially reluctant to spend the time on this exercise, thinking
‘we’ve been there and done that’ so why bother.
•However, after going through it, it usually ends up being a highlight for
them … as people tell their stories, share their perspectives, get insights into
the bigger picture of what has occurred-to-date and how that has been.

5. The Grove’s Visual Planning System
♦ Stage Number Two The Context Map
• In the second step of the process are a couple of exercises looking at the
group’s current context. One of these exercises is the Context Map that
scans the organization’s current environment.
• Looking at the social and industry trends, the economic climate, political
factors, technological factors, customer needs and uncertainties of their
situation, helps the group collect information on their ‘now’ and what they
are facing.
♦ Stage Number Three SPOT Martix
• Another exercise dealing with the current situation is the S.P.O.T. Matrix.
Kono’s take on the ever-popular SWOT matrix, this move analyzes the
strengths, problems (weaknesses), opportunities and inherent threats to the
organization or group.
• Helping all the individuals in the room pool their thoughts into one place
this template builds a solid picture of the now and begins, with the
opportunities section, to move into the realm of visioning.

6. The Grove’s Visual Planning System
♦ Stage Number Four Cover Story Vision
• The Graphic Guide that I use most for visioning is the “Cover Story Vision”.
It is an imaginative exercise where the group envisions themselves on the
cover of a magazine.
•They build out the story in parts: creating the big headlines, the sidebar
stories, the images and the quotes, as well as the cover (deciding which
magazine or web-zine they are being featured in).
• This exercise gets the group dreaming about what they really want and
what success means to them. In a subtle way, it brings out the essence of
what they want to become.
♦ Stage Number Five Mandala Guide
• After the Cover Story Visioning exercise, we use this Mandala chart to
tease out the main themes of the group’s vision. Using present tense
language, we build “We are” and “We have” statements that encapsulate
what the group wants to be in the future.
• Often a main statement or comment comes out, which holds the central
position of the chart (a guiding or mission statement).

7. The Grove’s Visual Planning System
♦ Stage Number Six Five Bold Steps Vision
• After creating a desired end state (the vision), it is time to step back and
determine how that end state is going to be reached. A preliminary way to
bridge the gap between where the group currently is and where they want to
be is to brainstorm ‘big, bold steps’. These are the big, main areas that will
need to be accomplished.
• Actions that have many smaller, more detailed actions embedded in them.
For example: Build an Internet marketing plan. Streamline our customer
service process or expand our product offerings.
♦ Stage Number Seven Graphic Gameplan
• The final move in the Strategic Visioning process is to take those ‘big bold
steps’ and break them down into more detailed ‘game plans’. The kono’s
Graphic Gameplan chart is an effective, simple planning tool that assists with
this process.
• Each bold step is broken down into its overall objectives, the team and
resources that are available, the stages and tasks needed to reach the
objectives, the success factors that will need to be in place to support the
plan, as well as the inevitable challenges that can be expected to be
encountered along the way.

8. The Grove’s Visual Planning System
♦ Capturing & Presenting Final Reports
• The beauty of working graphically is that the process of the meeting is captured step-by-
step as the visuals are created. After the meeting, each chart is photographed and edited,
and when put in order of their creation; they become the pages of the meeting report.
• These reports serve as memory devices and agreement holders for those who were present
at the meeting. The reports also act as excellent summary or communication tools, which
can used to share the meeting and its outcomes with those not in attendance.
• Reports can be created in both paper and digital formats.

9. The Grove’s Visual Planning System
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