The document summarizes a presentation about aligning an organization's strategic direction, roadmaps, and technology. It discusses establishing a shared vision through active facilitation of stakeholders to understand needs. It also covers understanding available resources like users, content, data and technology, as well as creating a roadmap that considers priorities and dependencies to plan initiatives. The goal is to align technology strategies with the organizational vision in a sustainable way.

1. ASAE
Tech
2016:
Aligning
Your
Strategic
Direc9on,
Roadmaps,
and
Technology
14 December 2016
@design4context
Aligning
Your
Organiza9on’s
Strategic
Direc9on,
Roadmaps,
and
Technology
14 December 2016, 3pm
Duane Degler, Design for Context @design4context
Slides available online: http://designforcontext.com/insights/asaetech2016strategy

2. ASAE
Tech
2016:
Aligning
Your
Strategic
Direc9on,
Roadmaps,
and
Technology
14 December 2016
@design4context
2
• Before
GPS,
we
used
prior
knowledge
and
maps
to
plan
in
advance
• Now,
we
iden9fy
a
des9na9on
and
route
planning
is
dynamic
• Hazards
and
unexpected
changes
are
adjusted
dynamically
as
we
progress

3. ASAE
Tech
2016:
Aligning
Your
Strategic
Direc9on,
Roadmaps,
and
Technology
14 December 2016
@design4context
3
• Associa9ons
are
different.
How
many
star9ng
points
do
you
have?
• Interim
milestones
and
external
responsibili9es
create
pause-­‐points
and
inter-­‐connects
along
the
way.

4. ASAE
Tech
2016:
Aligning
Your
Strategic
Direc9on,
Roadmaps,
and
Technology
14 December 2016
@design4context
4
I’m
a
volunteer
for
that
event”
“I’m
changing
my
member
profile”
“My
commiee
is
crea9ng
a
new
publica9on”
“My
commiee
is
crea9ng
a
new
publica9on”
• “Outside
In”
perspec9ve
• Your
members,
aendees,
subscribers,
and
volunteers
have
their
own
points
where
they
engage
with
you,
and
these
cross
department
boundaries.

5. ASAE
Tech
2016:
Aligning
Your
Strategic
Direc9on,
Roadmaps,
and
Technology
14 December 2016
@design4context
Mo#va#ons,
responding
to
internal/external
situa#ons
• Internal
efficiencies
• New
offerings
or
internal
collabora9ons
• External
partnerships
one-­‐offs
or
duplicated
efforts
5

6. ASAE
Tech
2016:
Aligning
Your
Strategic
Direc9on,
Roadmaps,
and
Technology
14 December 2016
@design4context
Elements
of
an
approach
• Establish
a
vision
• Why?
Understand
the
problems
/
opportuni9es
• What?
Consensus
• How?
Priori9es
and
collabora9ons
• Understand
your
resources
• Users,
environment,
content,
data,
technology
• Budget,
team,
commitment
• Roadmap:
Plan
your
route(s)
• Internal
and
external
drivers
• Consider
priori9es,
dependencies,
capabili9es
• Establish
sustainable
technology
support
6

7. ASAE
Tech
2016:
Aligning
Your
Strategic
Direc9on,
Roadmaps,
and
Technology
14 December 2016
@design4context
ESTABLISH
A
VISION
• Facilita9on
• Vision
• Keeping
the
Vision
alive
7

8. ASAE
Tech
2016:
Aligning
Your
Strategic
Direc9on,
Roadmaps,
and
Technology
14 December 2016
@design4context
Facilita#on
8

9. ASAE
Tech
2016:
Aligning
Your
Strategic
Direc9on,
Roadmaps,
and
Technology
14 December 2016
@design4context
Key
points
about
facilita#on
• Be
interac9ve
–
it’s
not
a
mee,ng
• Process
and
ground-­‐rules
are
your
friend
• Be
true
to
the
spirit
of
what
is
said
• Objec9fy
comments
• Capture
ideas
in
ways
that
other
people
can
relate
to
them
• When
you’re
in
the
room,
you
build
a
shared
perspec9ve.
Make
it
easy
for
others
to
share,
too.
• Challenges
• Blending
professional
associa9on
people
and
domain
people
• Facilita9on
roles
vary
with
power
dynamics
9

10. ASAE
Tech
2016:
Aligning
Your
Strategic
Direc9on,
Roadmaps,
and
Technology
14 December 2016
@design4context
Vision
prototype
–
making
Vision
tangible
(example)
10

11. ASAE
Tech
2016:
Aligning
Your
Strategic
Direc9on,
Roadmaps,
and
Technology
14 December 2016
@design4context
Who
are
the
keepers
of
your
vision?
• A/er facilita5ng the crea5on of a vision for a redesign or new
product, who becomes responsible for keeping the vision alive?
• You may assume it is a responsible department or Product
Manager… but it may not be who you think.
• Who carries the passion? Who advocates? Who cares?
11

12. ASAE
Tech
2016:
Aligning
Your
Strategic
Direc9on,
Roadmaps,
and
Technology
14 December 2016
@design4context
Establish
a
vision
Establish
a
Vision
12
Understand
your
resources
Roadmap:
Plan
your
route(s)
Establish
sustainable
technologies
Internal
efficiencies
New
offerings/
collabora,ons
External
partnerships
Ac9ve
facilita9on
with
everyone,
focused
on
goals
Foster
a
shared
understanding
of
stakeholder
needs
Explore
common
aspira9ons,
needs,
and
capabili9es
Approach
Mo,va,ons

13. ASAE
Tech
2016:
Aligning
Your
Strategic
Direc9on,
Roadmaps,
and
Technology
14 December 2016
@design4context
UNDERSTAND
RESOURCES
• Users
• Environment
• Content
• Data
• Technology
13

14. ASAE
Tech
2016:
Aligning
Your
Strategic
Direc9on,
Roadmaps,
and
Technology
14 December 2016
@design4context
Understand
your
Users
• Engage
users
at
every
point
in
the
process
• Don’t
just
ask
what
people
want…
discover
what
they
need
• Perspec9ves
• Mental
models
• Priori9es
• Goals
/
outcomes
• Involve
both
regular,
commied
users
and
new
users
as
part
of
each
engagement
• Make
it
part
of
your
rou9ne
14

15. ASAE
Tech
2016:
Aligning
Your
Strategic
Direc9on,
Roadmaps,
and
Technology
14 December 2016
@design4context
Understand
your
Environment
• How
is
your
environment
shiming?
What
are
people
telling
you?
• Listen
to
your
members,
volunteers,
aendees,
as
well
as
non-­‐members
in
the
domain
• What
are
your
peers
doing?
What
can
you
learn?
• Are
there
analogues
to
your
opera9ng
model?
• Some9mes,
looking
outside
your
usual
peer
group
is
instruc9ve
• How
can
you
monitor
this
–
proac9vely
–
over
9me?
15

16. ASAE
Tech
2016:
Aligning
Your
Strategic
Direc9on,
Roadmaps,
and
Technology
14 December 2016
@design4context
Understand
your
Content
and
Data
• What
is
valuable?
• To
your
members
/
stakeholders
/
users
• To
the
larger
domain
/
profession
you
serve
• To
your
boom
line
• To
the
opera9on
of
the
systems
and
the
organiza9on
• How
do
you
define
“quality”?
• How
do
you
define
“relevance”?
• Who
is
responsible?
When?
16

17. ASAE
Tech
2016:
Aligning
Your
Strategic
Direc9on,
Roadmaps,
and
Technology
14 December 2016
@design4context
Understand
your
Technology
• What
is
serving
you
well?
• Where
is
the
data
able
to
be
decoupled
from
the
plaporms?
Where
is
it
very
9ghtly
coupled?
• What
creates
a
drain
on
your
resources?
• How
long
can
you
run
with
it
–
without
risk
–
if
you
have
to?
• How
do
you
support
and
build
on
your
internal
team
skills?
17

18. ASAE
Tech
2016:
Aligning
Your
Strategic
Direc9on,
Roadmaps,
and
Technology
14 December 2016
@design4context
Establish
a
vision
Understand
Resources
18
Understand
your
resources
Roadmap:
Plan
your
route(s)
Establish
sustainable
technologies
Internal
efficiencies
New
offerings/
collabora,ons
External
partnerships
Surface
common
language,
needs
and
unique
perspec9ves
Consider
mul9ple
uses
of
content
and
data
resources
Iden9fy
gaps,
alignments,
and
needs
for
harmoniza9on
Approach
Mo,va,ons

19. ASAE
Tech
2016:
Aligning
Your
Strategic
Direc9on,
Roadmaps,
and
Technology
14 December 2016
@design4context
PLAN
YOUR
ROUTE(S)
• Create
and
manage
your
roadmap
• Coordinate
ac9ons
among
working
teams
• Keep
everyone
grounded
in
the
organiza9onal
view
19

20. ASAE
Tech
2016:
Aligning
Your
Strategic
Direc9on,
Roadmaps,
and
Technology
14 December 2016
@design4context
Roadmap
From
100’s
of
comments,
inputs,
requirements
To
a
deep
spreadsheet
where
they
are
organized
To
a
one-­‐page
summary,
used
monthly
To
a
simple,
graphical
execu9ve
reference
point
20

21. ASAE
Tech
2016:
Aligning
Your
Strategic
Direc9on,
Roadmaps,
and
Technology
14 December 2016
@design4context
Establish
a
usable
roadmap
Group
Short
Term
Mid-­‐Term
Long-­‐Term
Framework
Clarify
structure,
naviga9on
Streamline
look
and
feel
Streamline
access
levels
Expand
access
for
external
users
Establish
interac9on
model
between
elements
Enhance
interac9ons
between
element
Define
complex
interac9ons
elements
Customer/
Prospect
DB
Consolidated
data
Develop
base
view
Enhanced,
context
sensi9ve
views
and
access
points
Develop
responsive
view
Further
develop
tools
and
views
Iden9fy
views
and
access
points
Support
history
tracking
dependencies
Communica#ons
Iden9fy
types
and
priori9es
Integrated
views
independent
of
mechanism
Clarify
views
and
rela9onships
Support
history
tracking
dependencies
Automate
response
op9ons
Define
model
with
person
and
issues
Integrate
with
3rd
party
tools
Workflow
Iden9fy
rules
and
user
interac9ons
Build
rules
engine
Define
work
management
op9ons
Build
work
management
op9ons
Establish
interac9on
model
Build
base
no9fica9ons
and
access
points
Enhance
no9fica9on
and
access
points
Group
Short
Term
Mid-­‐Term
Long-­‐Term
Framework
Clarify
structure,
naviga9on
Streamline
look
and
feel
Streamline
access
levels
Expand
access
for
external
users
Establish
interac9on
model
between
elements
Enhance
interac9ons
between
element
Introduce
2
nd
9er
interac9ons
elements
Finalize
machine
learning
framework
Member/
Volunteer
DB
Consolidated
data
Develop
base
view
Enhanced,
context
sensi9ve
views
and
access
points
Develop
repor9ng
views
for
dashboard
Further
develop
tools
and
views
Add
cloud-­‐based
abstrac9on
layer
Iden9fy
views
and
access
points
Support
history
tracking
dependencies
Communica#ons
Iden9fy
types
and
priori9es
Integrated
views
independent
of
mechanism
Clarify
views
and
rela9onships
Support
history
tracking
dependencies
Automate
response
op9ons
Define
model
with
person
and
issues
Integrate
with
3rd
party
tools
Workflow
Iden9fy
rules
and
user
interac9ons
Build
rules
engine
Define
work
management
op9ons
Build
work
management
op9ons
Re-­‐evaluate
performance
metrics
Establish
interac9on
model
Build
base
no9fica9ons
and
access
points
Provide
API
for
customer
integra9ons
Enhance
no9fica9on
and
access
points
Completed
In
progress
At
risk
21

22. ASAE
Tech
2016:
Aligning
Your
Strategic
Direc9on,
Roadmaps,
and
Technology
14 December 2016
@design4context
Emphasize
priori#es
within
larger
ini#a#ves
22
Phase
1
Phase
2
Phase
3
1.
People
(Member/Volunteer
DB)
2.
Communica9ons
3.
Workflow
4.
Knowledge
Base
5.
Issue
Tracking
6.
Membership
ini9a9ves

23. ASAE
Tech
2016:
Aligning
Your
Strategic
Direc9on,
Roadmaps,
and
Technology
14 December 2016
@design4context
Balance
effort
across
working
groups
23

24. ASAE
Tech
2016:
Aligning
Your
Strategic
Direc9on,
Roadmaps,
and
Technology
14 December 2016
@design4context
Bind
business
and
technology
views
of
a
project
24
MEMBER
MEMBER
SERVICES
REPRESENTATIVE
Epic
#21:
Process
a
member
request
Request
a
service
Member
found?
Epic
#15:
Create
new
member
Find
available
services
Service
available?
Address
valid?
Receive
new
service
request
US
#1032
Find
member
record
US
#1041
Verify
address
US
#1016
US
#1017
Edit
address
US
#1018
Browse
services
US
#1058
Search
services
US
#1059
Preview
a
service
US
#1060
View
recommenda
9ons
US
#1061
Submit
service
request
US
#1035
US
#1033
Receive
confirma9on
US
#1036
US
#1042
US
#1034
Yes
No
Yes
No
Yes
No

25. ASAE
Tech
2016:
Aligning
Your
Strategic
Direc9on,
Roadmaps,
and
Technology
14 December 2016
@design4context
Establish
a
vision
Plan
Your
Route(s)
25
Understand
your
resources
Roadmap:
Plan
your
route(s)
Establish
sustainable
technologies
Internal
efficiencies
New
offerings/
collabora,ons
External
partnerships
Manage
change
while
suppor9ng
exis9ng
services
Expose
richer
themes,
more
heterogeneous
offerings
Ar9culate
/
sync
responsibili9es
and
capabili9es
Approach
Mo,va,ons

26. ASAE
Tech
2016:
Aligning
Your
Strategic
Direc9on,
Roadmaps,
and
Technology
14 December 2016
@design4context
ESTABLISH
SUSTAINABLE
TECHNOLOGIES
• Move
legacy
systems
off
the
cri9cal
path
• Create
a
sustainable
ecosystem
• Enable
flexible
data
• Build
rich
rela9onships
across
the
organiza9on
26

27. ASAE
Tech
2016:
Aligning
Your
Strategic
Direc9on,
Roadmaps,
and
Technology
14 December 2016
@design4context
Harmonize
and
foster
flexibility
27
Separate
data management
from
data delivery.
This helps take
legacy system changes
off the critical path.
Ecosystem
Translation
& Integration
Pipeline
Digital
Access
Facility
APIs,
end-
points
Identity
Mgmt
Rights Mgmt
Content &
Asset
Management
Data
History
Store
Common
Graph Store Application
Layer
Data
managing
applications
End user
(internal &
external)
applications
Sources
Layer
Infrastructure,
data storage,
legacy
applications
External
data
sources
Models, Vocabs
Relationship
Manager

28. ASAE
Tech
2016:
Aligning
Your
Strategic
Direc9on,
Roadmaps,
and
Technology
14 December 2016
@design4context
Linked
Data
is
“Next
Gen”
28
Paper
records
• Filing
systems
• Manual
coding
RDb
• Data
models
(omen
proprietary)
XML
• Schemas
• Controlled
vocabularies
<xml
/>
RDF
• Ontologies
• Shared
vocabularies
Organiza,on
Structure,
Math
Independence
Expressiveness
Collec9ons
RDB

29. ASAE
Tech
2016:
Aligning
Your
Strategic
Direc9on,
Roadmaps,
and
Technology
14 December 2016
@design4context
Many
different
names…
but
one
essen#al
nature
29
It’s
about
the
rela,onships
Linked
Data
Graph
Data
Seman9c
Web
Knowledge
Graph
Open
Graph
Schema.org
Subject
(a
noun)
Object
(a
noun)
Predicate
(a
verb)

30. ASAE
Tech
2016:
Aligning
Your
Strategic
Direc9on,
Roadmaps,
and
Technology
14 December 2016
@design4context
Consider
Linked
Data’s
Value
• Do
more
with
your
own
content
• Eliminate
data/info
silos
• Improve
access
to
informa9on
resources
• Enhance
the
member’s
experience
• Serve
new
audiences
• Manage
content
and
programs
more
flexibly
• Enhance/extend
your
ins9tu9onal
rela9onships
• Combine
your
data/informa9on
resources
with
3rd
par9es
• Offer
“open
content”
for
easy
reuse
by
others
• Gather
new
insights
about
how
data
is
used
• Collaborate
to
create
new
resources
30

31. ASAE
Tech
2016:
Aligning
Your
Strategic
Direc9on,
Roadmaps,
and
Technology
14 December 2016
@design4context
Shared
meaning
31
Local
Vocabulary
Shared
Vocabulary
Your
organiza9ons
are
focal
points
for
domains
and
subjects.
So
your
local
vocabularies
can
become
norms
for
broad
shared
vocabularies.

32. ASAE
Tech
2016:
Aligning
Your
Strategic
Direc9on,
Roadmaps,
and
Technology
14 December 2016
@design4context
Establish
a
vision
Establish
Sustainable
Technologies
32
Understand
your
resources
Roadmap:
Plan
your
route(s)
Establish
sustainable
technologies
Internal
efficiencies
New
offerings/
collabora,ons
External
partnerships
Separate
data
management
from
delivery
Separate
data
management
from
delivery
Become
a
“hub”
for
domain/industry
ac9vity
Approach
Mo,va,ons

33. ASAE
Tech
2016:
Aligning
Your
Strategic
Direc9on,
Roadmaps,
and
Technology
14 December 2016
@design4context
PUT
IT
IN
GEAR
AND
GO
33

34. ASAE
Tech
2016:
Aligning
Your
Strategic
Direc9on,
Roadmaps,
and
Technology
14 December 2016
@design4context
Principles
to
support
coordina#on
• Communica9on
• Team
• Stakeholder
• Cons9tuents
• Consistency
of
language
• Simple
language,
used
consistency,
builds
commitment
• Avoid
“oh,
we
call
it
this…
what
do
you
call
it?”
• Culture
of
honest
flexibility
• Avoid
“date-­‐before-­‐value”
mentality,
even
where
deadlines
maer
• Listen
to
feedback
and
perspec9ves
34

35. ASAE
Tech
2016:
Aligning
Your
Strategic
Direc9on,
Roadmaps,
and
Technology
14 December 2016
@design4context
Keep
the
big
picture
in
mind
35
Vision
Org
/
Business
Perspec9ves
Specific
Project
Perspec9ves
Project
Approach
Design
Approach
Design
Specifics

36. ASAE
Tech
2016:
Aligning
Your
Strategic
Direc9on,
Roadmaps,
and
Technology
14 December 2016
@design4context
Nurture
champions
36
Cul9vate
seeds
of
understanding,
ownership,
and
advocacy.
Who
cares?

37. ASAE
Tech
2016:
Aligning
Your
Strategic
Direc9on,
Roadmaps,
and
Technology
14 December 2016
@design4context
Establish
a
vision
Align
Strategic
Direc#on,
Roadmaps,
Technology
37
Understand
your
resources
Roadmap:
Plan
your
route(s)
Establish
sustainable
technologies
Internal
efficiencies
Ac9ve
facilita9on
with
everyone,
focused
on
goals
New
offerings/
collabora,ons
External
partnerships
Foster
a
shared
understanding
of
stakeholder
needs
Explore
common
aspira9ons,
needs,
and
capabili9es
Surface
common
language,
needs
and
unique
perspec9ves
Consider
mul9ple
uses
of
content
and
data
resources
Iden9fy
gaps,
alignments,
and
needs
for
harmoniza9on
Manage
change
while
suppor9ng
exis9ng
services
Expose
richer
themes,
more
heterogeneous
offerings
Ar9culate
/
sync
responsibili9es
and
capabili9es
Separate
data
management
from
delivery
Separate
data
management
from
delivery
Become
a
“hub”
for
domain/industry
ac9vity
Approach
Mo,va,ons

38. ASAE
Tech
2016:
Aligning
Your
Strategic
Direc9on,
Roadmaps,
and
Technology
14 December 2016
@design4context
Aligning
Your
Organiza9on’s
Strategic
Direc9on,
Roadmaps,
and
Technology
Duane Degler
Design for Context
duane@designforcontext.com
@design4context
Slides available online: http://designforcontext.com/insights/asaetech2016strategy