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A Visual Approach to Strategic Planning
A Visual Approach to 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
A Visual Approach to Strategic Planning
• Architecture
• Healthcare
• Software & technology
• Education
• Not-for-Profit Groups
• Membership Associations
• Manufacturing
• Retail… and many others
A Cross-Industry Approach
A Visual Approach to Strategic Planning
What Is Strategic Visioning?
A Visual Approach to Strategic Planning
A Visual Approach to Strategic Planning
The Strategic Visioning Process
A Visual Approach to Strategic Planning
Case Study: Architecture Firm
Two-day partnership planning retreat
A Visual Approach to Strategic Planning
Stage 1. Preparing
Supported by Meeting Startup Graphic Guide (Completed Before Meeting)
A Visual Approach to Strategic Planning
Opening the Meeting
Starting with Outcomes, Agenda, Roles & Rules
A Visual Approach to Strategic Planning
Checking Outcomes
Completed the Chart During the Meeting
A Visual Approach to Strategic Planning
Stage 2. Exploring and Learning
Supported by Graphic History Graphic Guide (and others)
A Visual Approach to Strategic Planning
Connecting with the Past
Double Length Required
A Visual Approach to Strategic Planning
Stage 3. Agreeing on Current Realities
Supported by Context Map Graphic Guide (and others)
A Visual Approach to Strategic Planning
Completed Context Map
The Architecture & Engineering Business Environment
A Visual Approach to Strategic Planning
Stage 4. Opening to a Vision
Supported by Cover Story Vision Graphic Guide
A Visual Approach to Strategic Planning
1 Hour Visioning Session
Small Groups Create Vision Stories
A Visual Approach to Strategic Planning
Stage 5. Creating Strategies
Supported by Five Bold Steps Graphic Guide (and LOTS of paper!)
A Visual Approach to Strategic Planning
Agree on Vision and Bold Steps
A Four-Hour Process
A Visual Approach to Strategic Planning
Final Strategic Vision
A Visual Approach to Strategic Planning
Stage 6. Implementing Change
Supported by Graphic Gameplan Graphic Guide
A Visual Approach to Strategic Planning
Groups Work on Gameplans
A Visual Approach to 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
A Visual Approach to Strategic Planning
For more information on Strategic Visioning…
Please visit our
website:
www.grove.com
or call us:
+1.415.561.2500
Thank you!

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ملتقى التميز المؤسسي 2015 - اليوم الثاني - visual approach strategic planning

  • 1. A Visual Approach to Strategic Planning
  • 2.
  • 3. A Visual Approach to 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 Approach to 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 Approach to Strategic Planning What Is Strategic Visioning?
  • 6. A Visual Approach to Strategic Planning
  • 7. A Visual Approach to Strategic Planning The Strategic Visioning Process
  • 8. A Visual Approach to Strategic Planning Case Study: Architecture Firm Two-day partnership planning retreat
  • 9. A Visual Approach to Strategic Planning Stage 1. Preparing Supported by Meeting Startup Graphic Guide (Completed Before Meeting)
  • 10. A Visual Approach to Strategic Planning Opening the Meeting Starting with Outcomes, Agenda, Roles & Rules
  • 11. A Visual Approach to Strategic Planning Checking Outcomes Completed the Chart During the Meeting
  • 12. A Visual Approach to Strategic Planning Stage 2. Exploring and Learning Supported by Graphic History Graphic Guide (and others)
  • 13. A Visual Approach to Strategic Planning Connecting with the Past Double Length Required
  • 14. A Visual Approach to Strategic Planning Stage 3. Agreeing on Current Realities Supported by Context Map Graphic Guide (and others)
  • 15. A Visual Approach to Strategic Planning Completed Context Map The Architecture & Engineering Business Environment
  • 16. A Visual Approach to Strategic Planning Stage 4. Opening to a Vision Supported by Cover Story Vision Graphic Guide
  • 17. A Visual Approach to Strategic Planning 1 Hour Visioning Session Small Groups Create Vision Stories
  • 18. A Visual Approach to Strategic Planning Stage 5. Creating Strategies Supported by Five Bold Steps Graphic Guide (and LOTS of paper!)
  • 19. A Visual Approach to Strategic Planning Agree on Vision and Bold Steps A Four-Hour Process
  • 20. A Visual Approach to Strategic Planning Final Strategic Vision
  • 21. A Visual Approach to Strategic Planning Stage 6. Implementing Change Supported by Graphic Gameplan Graphic Guide
  • 22. A Visual Approach to Strategic Planning Groups Work on Gameplans
  • 23. A Visual Approach to 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 Approach to Strategic Planning For more information on Strategic Visioning… Please visit our website: www.grove.com or call us: +1.415.561.2500 Thank you!

Notes de l'éditeur

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. Walk through the Model briefly.
  6. Walk through the stages briefly. I will show a case study that will help make it clear.
  7. This case study is from a meeting facilitated about 15 years ago.