Provides one way to overlay sustainability (people, profit, planet) elements onto a Balanced Scorecard (BSC) Strategy Map. Followed up by how to use the Communications Matrix to help plan your Outreach and Communications.
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Incorporating Sustainability Strategies
1. Incorporating Sustainability
Strategies
February 16, 2013
Sustainable Living Fair Workshop
Jenine Serviolo
Environmental Leadership Program (ELP) Senior Fellow,
PMP, SDI® Facilitator
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2. Introduction
ELP Senior Fellow/New England Other
Regional Network 2012 • SDI® Facilitator
Harvard Extension School • Master’s Certificate in PM,
• Masters in Sustainability
GWU
Management student • Performance Measure
Project Management Institute Blueprint with Stacey Barr
(PMI) Involvement • Balanced Scorecard Strategic
• PMP
(BSC) Execution with Kaplan
and Norton
• Portfolio Management for the PM
• Managing Strategic Performance • LEED Green Associate (in
progress)
• Standard for PfM 3rd Edition
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3. SMART Management Consulting
President & CEO
Federal Government Clients
Consulting, Training, and
Workshops
• Strategic Planning, Execution,
and Management
o Strategic Planning using
Balanced Scorecard (BSC)
• Sustainable Leadership
• Communication
o Mentoring and Coaching
o Effective Collaboration
Member of US Green Building Council
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4. Agenda
Levels of Sustainability Engaging Staff
Strategy • Commitment Level
Sustainability Story • Communication Matrix
• People, Planet, Profit Questions
• Balanced Scorecard Contact Information
Concepts
References
• Example Strategy Map
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6. People, Planet, Profit
People
• Internal - employees
• External – customers, shareholders, community members
Planet
• Environmental impacts
o Entire lifecycle for building (offices, plant), vehicles, products, etc.
o Supply chain
Profit
• Profits, sales, ROI, job creation
• Budget allocation and donations
• Fiscal responsibility
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7. Terminology Introduction
Strategic Core
• Mission
o Enduring nature
• Vision
o More ideal future place
• Values
o Attitudes, behaviors, thoughts – organizational way
Balanced Scorecard (BSC) Kaplan and Norton
• Perspectives
o The key organizational components used to create value
• Objectives
o The organizational goals - to achieve the strategic core
• Strategy Map
o A visual tool for showing the cause/effect relationship between strategic
elements
o Helps tell the strategy story
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8. Value of BSC & Strategy Map
Shows sustainability elements in relation to key
organizational perspectives
• Financial shows owners, shareholders, donors, and citizens
profit or financial responsibility
• Customer shows customers, consumers, and service recipients
how their needs are being met
• Internal Processes show how business processes consider
people, planet, and profit as resources are used to produce
desired products and services
• Organizational Capacity shows how business infrastructure,
information technology, community, culture, knowledge and skills
provide the foundation to support internal processes
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9. Sample Strategy Map
Each row is a
perspective
Each oval is an
objective
Shows
cause &
effect
Snapshot retrieved from http://f2.washington.edu/ess/content/envionmental-stewardship-sustainability-strategy-map
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11. Perspectives & Objectives
Placement of People, Planet, Profit icons for
discussion purposes only – inserted by
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Snapshot retrieved from http://f2.washington.edu/ess/content/envionmental-stewardship-sustainability-strategy-map
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12. Engaging Staff
Strategic planning is an instance of
organizational change
To be successful, key stakeholders must
not only understand the strategic plan but
must embrace their role to executing the
plan
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13. Individual Strategy Commitment
Conscious Cognizant Concur Champion
of of with for
Knows it’s Can Can Can articulate
there but articulate the articulate the strategy,
can’t strategy but the plays an active
articulate it doesn’t strategy role and
and doesn’t knowingly and plays consistently
knowingly play an active role seeks out
play an active active role as directed opportunities to
role further strategy
Contrary
to
Also may be Is at least conscious or
important to cognizant of strategy
note… but is opposed to it…
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14. Assessing Strategy Commitment
Current commitment level (O)?
Target commitment level (X)?
Commitment Level
Champion
Concur X
Cognizant
Conscious O
Contrary
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15. Building Strategy Commitment
Discuss commitment to strategy with subordinates, peers, supervisor
and/or strategy officer
• Consider influences on
o Peers
o Managers
o Subordinates
o Customers
o Partners
o External agencies
• What is needed to get to target level?
o Training
o Awareness sessions
What do folks need to Start, Stop, or Continue doing to live up to their
strategy commitment?
o Attitudes
o Behaviors
o Actions
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16. Communication Planning Matrix
The Outreach and Communications Plan
• Includes outline of stakeholders and
activities/communications that will be done to
communicate strategy
• Use Communication Planning Matrix to help develop
Outreach and Communications Plan
Communication Planning Matrix
Timing Audience Target Message Methods Sender
Commitment Content
Level
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17. Timing
During what Strategic Planning Phase should
this communication take place?
• Planning
• Development
• Execution
Should the communication come before or after
certain events?
Will it be recurring?
Communication Planning Matrix
Timing Audience Target Message Methods Sender
Commitment Content
Level
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18. Audience
Who are the key stakeholders?
• Executive team
• Operational managers
• Employees
• Customers/consumers
• Partners
• Community members
• Regulator/oversight committees
Communication Planning Matrix
Timing Audience Target Message Methods Sender
Commitment Content
Level
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19. Commitment Level
What commitment level is needed from the
audience and how can you help them get
there? Champion
Concur
Cognizant
Conscious
Also consider the current commitment level of the
Audience - especially if they are contrary
Communication Planning Matrix
Timing Audience Target Message Methods Sender
Content
Commitment
Level
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20. Message Content
What content should your message have to
achieve the desired response?
• Clarifying strategy, process, procedures
• Identifying alignment
• Responses to concerns, especially those surrounding ‘competing
objectives’
• What’s in it for me (WIFM)?
• Measures and reporting
• Organizational culture
• Recognition and awards
• Data, people, task, team themes (Relationship Awareness Theory®)
Communication Planning Matrix
Timing Audience Target Message Methods Sender
Commitmen
t Level Content
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21. Methods
What methods should be used to achieve the desired
response?
Company meeting Brochures
Staff meetings Pocket cards
Special training sessions Wall posters
Other educational events Company newsletters
Face to face discussions Broadcast emails
Video
Website
Communication Planning Matrix
Timing Audience Target Message Methods Sender
Commitment Content
Level
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22. Sender
Who should deliver the message?
• Person at the ‘top of • Direct supervisor
the change’ o Daily impact of change
o Business issues o What do I need to
o Reasons for change Start doing
Stop doing
Continue doing
Communication Planning Matrix
Timing Audience Target Message Methods Sender
Commitment Content
Level
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23. Using the Communication Matrix…
Identify what information needs to be provided to key stakeholders
throughout the strategic planning lifecycle to make strategic planning
successful . Use this information to complete the Outreach &
Communications Plan.
Communication Planning Matrix
Timing Audience Target Message Methodsis
This often an iterative
Sender
Commitment Content
Level process!!
1. Identify the timing, sequencing, and frequency of communication
2. Identify the target audiences (by role or name) that are important for
successful strategy achievement
3. Identify the commitment needed from each target audience
4. Choose message content appropriate for that timing, target audience
and commitment level
5. Define best methods to deliver the message
6. Identify who should send the message
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25. Contact Information
Jenine Serviolo, PMP | SDI Facilitator | ELP SENIOR FELLOW
PRESIDENT & CEO SMART MANAGEMENT CONSULTING Get-SMART.com
757.615.6865 | 1231 Boissevain Ave, Norfolk, VA 23507 | Jenine@Get-SMART.com
TRAINING AND CONSULTING IN SUSTAINABLE STRATEGIC
PLANNING, LEADERSHIP, AND COMMUNICATION
APPLICATIONS FOR 2013 PROGRAMS ARE NOW OPEN
ELP is one of the only leadership organizations bringing together
environmental and social change leaders from academia, business,
government and the non-profit sector.
• Take your career to the next level
elpnet.org
• Find balance in work and in life
info@elpnet.org • Expand your network to include some of the most innovative
people in the country
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26. References
Strategic Planning with Balanced Scorecard
• Kaplan and Norton Books
• Palladium Group
• Balanced Scorecard Institute
• University of Washington Environmental Stewardship & Sustainability Office
Strategy Map
Sustainability in organizations
• Bob Willard
o Website: http://www.sustainabilityadvantage.com/
o Quoted Book http://www.amazon.com/New-Sustainability-Advantage-Business-
Benefits/dp/0865717125/ref=sr_1_1
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27. Backup Slide
Organizational Strategy Elements
MISSION: explains why an organization exists
• Communicates the organization’s enduring nature, its grand purpose - to people
both inside and outside the organization
CORE VALUES: a set of guiding principles
• Reflects the organization’s collective attitudes, behaviors, decisions and actions
VALUE PROPOSITION: underscores the organization’s unique blend of
products, services, relationships, and image.
• Differentiates the organization from competitors
VISION: describes a more ideal future place
• Captures where we will be once we achieve our current strategy. It answers the
question, where are we going? Why are we changing? Sometimes captured in
a BHAG (Big Hairy Audacious Goal) or strategic themes
GOALS, OBJECTIVES, MEASURES, AND TARGETS: typically the first
major step to operationalizing strategy
• Goals & objectives are made up of initiatives, programs, projects, and activities
• They should be SMART…
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Notes de l'éditeur
As companies progress to become sustainable enterprises, we can position them on the five-stage sustainability continuum shown in Figure 1.15. Their business framework evolves from an unsustainable take-make-waste model in Stages 1, 2, and 3 to a sustainable borrow-use-return model in Stages 4 or 5. Executive mindsets, which in the early stages see initiatives labeled “green,” “environmental,” and “sustainable” as expensive and bureaucratic impediments to success, also evolve to recognize these initiatives as catalytic investments for competitive advantage. • Stage 1: Pre-Compliance. The company cuts corners and tries not to get caught if it breaks the law or uses exploitative practices that cheat the system. It flouts environmental, health, and safety regulations. This stage is the norm in corrupt jurisdictions. Elsewhere, intelligent companies move quickly to Stage 2 in order to avoid fines, prosecution, and public embarrassment. • Stage 2: Compliance. The business manages its liabilities by obeying labor, environmental, health, and safety regulations in the jurisdictions in which it operates. It has an environmental management system and company policies on environmental protection and human rights. It reactively does what it is legally bound to do while happily externalizing its ecological and social collateral damage. It installs pollution abatement equipment as end-of-pipe retrofits.Stage 2 is the baseline. • Stage 3: Beyond compliance. A company voluntarily moves to Stage 3 when it realizes that it can save money with proactive operational eco-efficiencies, or at least avoid a public relations crisis and discourage new regulations. It reaps incremental “low-hanging fruit” by saving energy while reducing its associated carbon footprint; saving water; saving materials in its products and packaging; and saving waste costs. Stage 3 companies focus efforts where they can generate big results, fast. In Stage 3, sustainability initiatives are usually marginalized within specialized departments. They are tacked on as green housekeeping, rather than being institutionalized in the company’s governance systems. Companies in Stage 3 are not sustainable; they are just less unsustainable. Many Stage 3 companies have annual targets for further waste and electricity reduction and for the further elimination of toxic substances used in manufacturing, but the goals are increasingly difficult to meet. The law of diminishing returns inhibits further savings from eco-efficiency programs. A new phase must be entered. That is why companies aspire to Stage 4.Stages 4 and 5: Similar Behaviors, Different Motivations About 90% of the behaviors of Stage 4 and Stage 5 companies look the same. Companies in both stages adopt a cyclical, borrow-use-return model of sustainable capitalism. They inject sustainability principles into their cultural DNA. Companies in both stages deploy business strategies that respect the environment, the community, and the ongoing business health of the firm. They unleash the untapped creative energies of all employees and managers, empowering them to suggest and implement sustainability-oriented expense-saving and revenue-growing opportunities. Sustainability expectations are aligned within the organization and across the entire value chain. Instead of seeing green costs and risks, companies in both stages see investments and opportunities. They make cleaner, greener products, and they embrace eco-effectiveness and life-cycle stewardship. They are sustainable enterprises doing no harm, doing good, and making more profit. It is the motivations of companies in these two stages that differ, as represented by the dotted line between Stage 4 and Stage 5 in Figure 1.16. The means and the ends — the benefits and the co-benefits — of companies in the two stages are flipped. Think of Stage 4 companies as publicly traded companies that are chartered to put their shareholders’ interests first and ensure they reap competitive advantages from their sustainability initiatives. Think of Stage 5 companies asfounder-owned companies with a priority on values-based corporate citizenship. Many Stage 5 companies do not go through the first four stages. They start and end in Stage 5. Many of them are in the 98% to 99% of companies in the world that are small or medium-sized businesses. Some become famous (see Figure 1.17). Their company values mirror the values of their founders. If you were to congratulate CEOs of small Stage 5 companies for being sustainable enterprises, many would have no idea what you were talking about. They do not frame their strategies and behaviors in those terms. They just do it. Publicly traded companies may evolve to Stage 5 once the legitimacy of social and environmental purposes is embraced in the business community. Benefit Corporations (B Corps) embody this trend.8 Does it matter whether a company is in Stage 4 or Stage 5? We would all like companies to do the right things for the right reasons, but Earth does not care. Our priority is to quickly reach the tipping point of a critical mass of sustainable firms to ensure a sustainable planet. Whatever convinces Stage 3 companies to aspire to Stage 4 will do. At Stage 4, they can see the wisdom of transforming to Stage 5 later.Willard, Bob (2012-04-10). The New Sustainability Advantage: Seven Business Case Benefits of a Triple Bottom Line (Kindle Locations 698-747). New Society Publishers. Kindle Edition.