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Strategy for
Changemakers
 Lee-Sean Huang | leesean@purpose.com | @leesean
Introductions



                Lee-Sean


                       Lee-Sean Huang | leesean@purpose.com | @leesean
Purpose initiatives have mobilized millions
of people to achieve social change
Purpose initiatives have mobilized millions
of people to achieve social change
We build rapidly scalable communities, united by a commitment to a
common belief, by bringing people together to take collective action.
Introductions




                Lee-Sean Huang | leesean@purpose.com | @leesean
Introductions


      * Who are you? (name, organization/project)




                                   Lee-Sean Huang | leesean@purpose.com | @leesean
Introductions


      * Who are you? (name, organization/project)
      * What brings you here?




                                   Lee-Sean Huang | leesean@purpose.com | @leesean
Introductions


      * Who are you? (name, organization/project)
      * What brings you here?
      * What do you hope to get out of this session?




                                     Lee-Sean Huang | leesean@purpose.com | @leesean
Student Takeaways




                    Lee-Sean Huang | leesean@purpose.com | @leesean
Student Takeaways
      * Define and demystify the term “strategy.”




                                         Lee-Sean Huang | leesean@purpose.com | @leesean
Student Takeaways
      * Define and demystify the term “strategy.”
      * Understand why strategy is essential during all
       stages of your project.




                                         Lee-Sean Huang | leesean@purpose.com | @leesean
Student Takeaways
      * Define and demystify the term “strategy.”
      * Understand why strategy is essential during all
       stages of your project.
      * Learn how strategy can help you take control of
       your workflow and the outcomes of your actions.




                                         Lee-Sean Huang | leesean@purpose.com | @leesean
Student Takeaways
      * Define and demystify the term “strategy.”
      * Understand why strategy is essential during all
       stages of your project.
      * Learn how strategy can help you take control of
       your workflow and the outcomes of your actions.
      * Leave with a simple set of frameworks you can
       apply to your strategic process.

                                          Lee-Sean Huang | leesean@purpose.com | @leesean
Can we agree on some norms?




                              Lee-Sean Huang | leesean@purpose.com | @leesean
Can we agree on some norms?

     * Feel free to share, tweet, Instagram, blog this session.




                                            Lee-Sean Huang | leesean@purpose.com | @leesean
Can we agree on some norms?

     * Feel free to share, tweet, Instagram, blog this session.
     * I will share the PDF of the deck afterwards.




                                            Lee-Sean Huang | leesean@purpose.com | @leesean
Can we agree on some norms?

     * Feel free to share, tweet, Instagram, blog this session.
     * I will share the PDF of the deck afterwards.
     * But PLEASE do not disclose what your classmates
      share without asking permission first.




                                            Lee-Sean Huang | leesean@purpose.com | @leesean
What is strategy?
 Why strategy?

            Lee-Sean Huang | leesean@purpose.com | @leesean
What is strategy?


            Lee-Sean Huang | leesean@purpose.com | @leesean
What is strategy?
Strategy: a plan of action designed to achieve a goal




                                  Lee-Sean Huang | leesean@purpose.com | @leesean
Strategy +
Social Innovation


            Lee-Sean Huang | leesean@purpose.com | @leesean
?
Strategy +
Social Innovation


            Lee-Sean Huang | leesean@purpose.com | @leesean
“Social innovation refers to new strategies,
concepts, ideas and organizations that meet
social needs of all kinds - from working
conditions and education to community
development and health - and that extend
and strengthen civil society.”




                           Lee-Sean Huang | leesean@purpose.com | @leesean
Strategy



           A
                                        B




               Lee-Sean Huang | leesean@purpose.com | @leesean
Strategy



 Current A
   State
                                      B




             Lee-Sean Huang | leesean@purpose.com | @leesean
Strategy



 Current A
   State                                Desired
                                      B
                                        State




             Lee-Sean Huang | leesean@purpose.com | @leesean
Strategy is:




               Lee-Sean Huang | leesean@purpose.com | @leesean
Strategy is:
   doing,



               Lee-Sean Huang | leesean@purpose.com | @leesean
Strategy is:
   doing, being



            Lee-Sean Huang | leesean@purpose.com | @leesean
Strategy is:
   doing, being
   & becoming.

            Lee-Sean Huang | leesean@purpose.com | @leesean
Strategy is a Process



              Lee-Sean Huang | leesean@purpose.com | @leesean
S
T
R
A
T
E
G
Y   Lee-Sean Huang | leesean@purpose.com | @leesean
S
      T
     R
     A
I DEN T ITY
      E
     G
      Y  Lee-Sean Huang | leesean@purpose.com | @leesean
Henry Mintzberg




                  Lee-Sean Huang | leesean@purpose.com | @leesean
Henry Mintzberg
            “Strategy is a pattern in a stream of decisions.”




                                        Lee-Sean Huang | leesean@purpose.com | @leesean
Alfred Chandler




                  Lee-Sean Huang | leesean@purpose.com | @leesean
Alfred Chandler
             “Strategy is the determination of the basic long
             term goals and objectives, and the adoption of
             courses of action and the allocation of resources
             necessary for carrying out goals”




                                        Lee-Sean Huang | leesean@purpose.com | @leesean
Alfred Chandler
             “Strategy is the determination of the basic long
             term goals and objectives, and the adoption of
             courses of action and the allocation of resources
             necessary for carrying out goals”

             “Structure is the design of the organization.
             Structure follows strategy”




                                         Lee-Sean Huang | leesean@purpose.com | @leesean
BUT

      Lee-Sean Huang | leesean@purpose.com | @leesean
BUT
STRATEGY


           Lee-Sean Huang | leesean@purpose.com | @leesean
BUT
STRATEGY   >   GOALS



                Lee-Sean Huang | leesean@purpose.com | @leesean
BUT
STRATEGY   >   GOALS
               PLANNING


                Lee-Sean Huang | leesean@purpose.com | @leesean
Michael Porter




                 Lee-Sean Huang | leesean@purpose.com | @leesean
Michael Porter
             “The steps we take are not the strategy.”




                                        Lee-Sean Huang | leesean@purpose.com | @leesean
Michael Porter
             “The steps we take are not the strategy.”

             “The essence of strategy is choosing to perform
             activities differently than rivals do.”




                                        Lee-Sean Huang | leesean@purpose.com | @leesean
Michael Porter
             “The steps we take are not the strategy.”

             “The essence of strategy is choosing to perform
             activities differently than rivals do.”

             “The essence of strategy is being unique.”




                                        Lee-Sean Huang | leesean@purpose.com | @leesean
What makes you unique?
           * Cost
           * Speed
           * Newness, novelty, innovation
           * Experience
           * Service
           * Geography
           * IDENTITY!

                                      Lee-Sean Huang | leesean@purpose.com | @leesean
examples


           Lee-Sean Huang | leesean@purpose.com | @leesean
Table of Contents
Meu Rio is redesigning the user interface
for civic participation in Rio de Janeiro.
Meu Rio is redesigning the user interface
for civic participation in Rio de Janeiro.
We are a non-partisan democratic youth
movement. We create online tools to
connect citizens and ensure that they
have a voice in the decisions that are
transforming the city.
Our Values   We believe that increased participation by youth
             and members of the emerging middle class in the
             political process will help bring about greater
             accountability and transparency.

             We are non-partisan and independent. We don’t
             accept money from government or political parties.

             We believe that the internet can serve as a school
             for a more robust democracy.

             We are committed to open source sharing.
             We value remix and reuse.
Evaluation Principles for Campaign Themes
            ▢        RIPE ! SALIENT
            Is the issue in the news/being talked about? Is it something that has strong public support and a
            groundswell of concern among our target audience?


            ▢        ACTIONABLE
            Can Meu Rio or its members “do” something about the issue? Is there a concrete and plausible political,
            social, or cultural action that can be taken to affect change?


            ▢        POLITICAL/CULTURAL IMPACT
            Meu Rio’s goal is to build a more participatory and open political culture in Rio. While not every campaign
            needs to directly influence the political process, each campaign should have some short, medium, or long
            term political objective or impact on behavioral/cultural change among the citizens of Rio.


            ▢        COMPARATIVE ADVANTAGE
            Is this an issue or campaign where Meu Rio can take a leadership role while working with other partner
            organizations working in the same space? Does Meu Rio have a comparative advantage because of our
            member base, brand equity, and/or innovative use of technology?


            ▢        EARNED MEDIA/LIST GROWTH
            Will running the campaign generate free earned media and/or promote Meu Rio membership growth?
Evaluation Principles for Campaign Tools                                                                             Tactics
           ▢        CONNECTIVE
           Does it relate to existing user behaviors and social dynamics? Does it bring the community tighter together or connect people
           closer with their decision makers?


           ▢        PARTICIPATORY
           Is it open-ended enough to invite participation but guided and usable enough to actually use?


           ▢        USER SERVICE
           Does it have a clear theory of change? Does the experience inspire, delight, or motivate users?


           ▢        SCALABLE
           Does it “work” (both technologically and compelling for users) for 5 users as well as it does for 5 million)?


           ▢        REUSABLE
           Can it be reused/repurposed by Meu Rio for future campaigns and not just a one-off novelty?


           ▢        HACKABLE
           Is it open source/open API? Can it be reappropriated by users/hackers in new, exciting, unexpected ways or used by other cities/
           movements?


           ▢        AWESOME/INTANGIBLES
           Is it “magical”? Compelling in an intuitive/emotional way? Does it have that certain “je ne sais quoi”?
STRATEGY   >   LISTS



               Lee-Sean Huang | leesean@purpose.com | @leesean
STRATEGY   >   LISTS
               RECIPES


               Lee-Sean Huang | leesean@purpose.com | @leesean
Cooking Analogy




                  Lee-Sean Huang | leesean@purpose.com | @leesean
Lee-Sean Huang | leesean@purpose.com | @leesean
Dinner Party Considerations
       Context? Weather, geography, seasonality?
       People? Who are you? Your guests?
       Goals? Measurements? What is success?
       Plans, recipes, lists?
       Make choices.
       Communications?
       Documentation and sharing.
                                    Lee-Sean Huang | leesean@purpose.com | @leesean
THERE IS NO SECRET
SAUCE FOR STRATEGY!



             Lee-Sean Huang | leesean@purpose.com | @leesean
Lee-Sean Huang | leesean@purpose.com | @leesean
Lee-Sean Huang | leesean@purpose.com | @leesean
Framework for Developing Strategy
       1. Current State: Where are you now?
       2. Desired State: Where do you want to be?
       3. Document and Share.
       4. Prioritize.
       5. Simplify.
       6. Test. Recalibrate. Repeat.
                                       Lee-Sean Huang | leesean@purpose.com | @leesean
What’s your strategy?
    Questions?

              Lee-Sean Huang | leesean@purpose.com | @leesean
THANK YOU!
Lee-Sean Huang | leesean@purpose.com | @leesean

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Strategy for Changemakers: How to Build Unique Identity and Take Action

  • 1. Strategy for Changemakers Lee-Sean Huang | leesean@purpose.com | @leesean
  • 2. Introductions Lee-Sean Lee-Sean Huang | leesean@purpose.com | @leesean
  • 3.
  • 4. Purpose initiatives have mobilized millions of people to achieve social change
  • 5. Purpose initiatives have mobilized millions of people to achieve social change We build rapidly scalable communities, united by a commitment to a common belief, by bringing people together to take collective action.
  • 6. Introductions Lee-Sean Huang | leesean@purpose.com | @leesean
  • 7. Introductions * Who are you? (name, organization/project) Lee-Sean Huang | leesean@purpose.com | @leesean
  • 8. Introductions * Who are you? (name, organization/project) * What brings you here? Lee-Sean Huang | leesean@purpose.com | @leesean
  • 9. Introductions * Who are you? (name, organization/project) * What brings you here? * What do you hope to get out of this session? Lee-Sean Huang | leesean@purpose.com | @leesean
  • 10. Student Takeaways Lee-Sean Huang | leesean@purpose.com | @leesean
  • 11. Student Takeaways * Define and demystify the term “strategy.” Lee-Sean Huang | leesean@purpose.com | @leesean
  • 12. Student Takeaways * Define and demystify the term “strategy.” * Understand why strategy is essential during all stages of your project. Lee-Sean Huang | leesean@purpose.com | @leesean
  • 13. Student Takeaways * Define and demystify the term “strategy.” * Understand why strategy is essential during all stages of your project. * Learn how strategy can help you take control of your workflow and the outcomes of your actions. Lee-Sean Huang | leesean@purpose.com | @leesean
  • 14. Student Takeaways * Define and demystify the term “strategy.” * Understand why strategy is essential during all stages of your project. * Learn how strategy can help you take control of your workflow and the outcomes of your actions. * Leave with a simple set of frameworks you can apply to your strategic process. Lee-Sean Huang | leesean@purpose.com | @leesean
  • 15. Can we agree on some norms? Lee-Sean Huang | leesean@purpose.com | @leesean
  • 16. Can we agree on some norms? * Feel free to share, tweet, Instagram, blog this session. Lee-Sean Huang | leesean@purpose.com | @leesean
  • 17. Can we agree on some norms? * Feel free to share, tweet, Instagram, blog this session. * I will share the PDF of the deck afterwards. Lee-Sean Huang | leesean@purpose.com | @leesean
  • 18. Can we agree on some norms? * Feel free to share, tweet, Instagram, blog this session. * I will share the PDF of the deck afterwards. * But PLEASE do not disclose what your classmates share without asking permission first. Lee-Sean Huang | leesean@purpose.com | @leesean
  • 19. What is strategy? Why strategy? Lee-Sean Huang | leesean@purpose.com | @leesean
  • 20. What is strategy? Lee-Sean Huang | leesean@purpose.com | @leesean
  • 21. What is strategy? Strategy: a plan of action designed to achieve a goal Lee-Sean Huang | leesean@purpose.com | @leesean
  • 22. Strategy + Social Innovation Lee-Sean Huang | leesean@purpose.com | @leesean
  • 23. ? Strategy + Social Innovation Lee-Sean Huang | leesean@purpose.com | @leesean
  • 24. “Social innovation refers to new strategies, concepts, ideas and organizations that meet social needs of all kinds - from working conditions and education to community development and health - and that extend and strengthen civil society.” Lee-Sean Huang | leesean@purpose.com | @leesean
  • 25. Strategy A B Lee-Sean Huang | leesean@purpose.com | @leesean
  • 26. Strategy Current A State B Lee-Sean Huang | leesean@purpose.com | @leesean
  • 27. Strategy Current A State Desired B State Lee-Sean Huang | leesean@purpose.com | @leesean
  • 28. Strategy is: Lee-Sean Huang | leesean@purpose.com | @leesean
  • 29. Strategy is: doing, Lee-Sean Huang | leesean@purpose.com | @leesean
  • 30. Strategy is: doing, being Lee-Sean Huang | leesean@purpose.com | @leesean
  • 31. Strategy is: doing, being & becoming. Lee-Sean Huang | leesean@purpose.com | @leesean
  • 32. Strategy is a Process Lee-Sean Huang | leesean@purpose.com | @leesean
  • 33. S T R A T E G Y Lee-Sean Huang | leesean@purpose.com | @leesean
  • 34. S T R A I DEN T ITY E G Y Lee-Sean Huang | leesean@purpose.com | @leesean
  • 35. Henry Mintzberg Lee-Sean Huang | leesean@purpose.com | @leesean
  • 36. Henry Mintzberg “Strategy is a pattern in a stream of decisions.” Lee-Sean Huang | leesean@purpose.com | @leesean
  • 37. Alfred Chandler Lee-Sean Huang | leesean@purpose.com | @leesean
  • 38. Alfred Chandler “Strategy is the determination of the basic long term goals and objectives, and the adoption of courses of action and the allocation of resources necessary for carrying out goals” Lee-Sean Huang | leesean@purpose.com | @leesean
  • 39. Alfred Chandler “Strategy is the determination of the basic long term goals and objectives, and the adoption of courses of action and the allocation of resources necessary for carrying out goals” “Structure is the design of the organization. Structure follows strategy” Lee-Sean Huang | leesean@purpose.com | @leesean
  • 40. BUT Lee-Sean Huang | leesean@purpose.com | @leesean
  • 41. BUT STRATEGY Lee-Sean Huang | leesean@purpose.com | @leesean
  • 42. BUT STRATEGY > GOALS Lee-Sean Huang | leesean@purpose.com | @leesean
  • 43. BUT STRATEGY > GOALS PLANNING Lee-Sean Huang | leesean@purpose.com | @leesean
  • 44. Michael Porter Lee-Sean Huang | leesean@purpose.com | @leesean
  • 45. Michael Porter “The steps we take are not the strategy.” Lee-Sean Huang | leesean@purpose.com | @leesean
  • 46. Michael Porter “The steps we take are not the strategy.” “The essence of strategy is choosing to perform activities differently than rivals do.” Lee-Sean Huang | leesean@purpose.com | @leesean
  • 47. Michael Porter “The steps we take are not the strategy.” “The essence of strategy is choosing to perform activities differently than rivals do.” “The essence of strategy is being unique.” Lee-Sean Huang | leesean@purpose.com | @leesean
  • 48. What makes you unique? * Cost * Speed * Newness, novelty, innovation * Experience * Service * Geography * IDENTITY! Lee-Sean Huang | leesean@purpose.com | @leesean
  • 49. examples Lee-Sean Huang | leesean@purpose.com | @leesean
  • 51.
  • 52.
  • 53.
  • 54. Meu Rio is redesigning the user interface for civic participation in Rio de Janeiro.
  • 55. Meu Rio is redesigning the user interface for civic participation in Rio de Janeiro. We are a non-partisan democratic youth movement. We create online tools to connect citizens and ensure that they have a voice in the decisions that are transforming the city.
  • 56.
  • 57.
  • 58.
  • 59. Our Values We believe that increased participation by youth and members of the emerging middle class in the political process will help bring about greater accountability and transparency. We are non-partisan and independent. We don’t accept money from government or political parties. We believe that the internet can serve as a school for a more robust democracy. We are committed to open source sharing. We value remix and reuse.
  • 60. Evaluation Principles for Campaign Themes ▢ RIPE ! SALIENT Is the issue in the news/being talked about? Is it something that has strong public support and a groundswell of concern among our target audience? ▢ ACTIONABLE Can Meu Rio or its members “do” something about the issue? Is there a concrete and plausible political, social, or cultural action that can be taken to affect change? ▢ POLITICAL/CULTURAL IMPACT Meu Rio’s goal is to build a more participatory and open political culture in Rio. While not every campaign needs to directly influence the political process, each campaign should have some short, medium, or long term political objective or impact on behavioral/cultural change among the citizens of Rio. ▢ COMPARATIVE ADVANTAGE Is this an issue or campaign where Meu Rio can take a leadership role while working with other partner organizations working in the same space? Does Meu Rio have a comparative advantage because of our member base, brand equity, and/or innovative use of technology? ▢ EARNED MEDIA/LIST GROWTH Will running the campaign generate free earned media and/or promote Meu Rio membership growth?
  • 61. Evaluation Principles for Campaign Tools Tactics ▢ CONNECTIVE Does it relate to existing user behaviors and social dynamics? Does it bring the community tighter together or connect people closer with their decision makers? ▢ PARTICIPATORY Is it open-ended enough to invite participation but guided and usable enough to actually use? ▢ USER SERVICE Does it have a clear theory of change? Does the experience inspire, delight, or motivate users? ▢ SCALABLE Does it “work” (both technologically and compelling for users) for 5 users as well as it does for 5 million)? ▢ REUSABLE Can it be reused/repurposed by Meu Rio for future campaigns and not just a one-off novelty? ▢ HACKABLE Is it open source/open API? Can it be reappropriated by users/hackers in new, exciting, unexpected ways or used by other cities/ movements? ▢ AWESOME/INTANGIBLES Is it “magical”? Compelling in an intuitive/emotional way? Does it have that certain “je ne sais quoi”?
  • 62. STRATEGY > LISTS Lee-Sean Huang | leesean@purpose.com | @leesean
  • 63. STRATEGY > LISTS RECIPES Lee-Sean Huang | leesean@purpose.com | @leesean
  • 64. Cooking Analogy Lee-Sean Huang | leesean@purpose.com | @leesean
  • 65. Lee-Sean Huang | leesean@purpose.com | @leesean
  • 66. Dinner Party Considerations Context? Weather, geography, seasonality? People? Who are you? Your guests? Goals? Measurements? What is success? Plans, recipes, lists? Make choices. Communications? Documentation and sharing. Lee-Sean Huang | leesean@purpose.com | @leesean
  • 67. THERE IS NO SECRET SAUCE FOR STRATEGY! Lee-Sean Huang | leesean@purpose.com | @leesean
  • 68. Lee-Sean Huang | leesean@purpose.com | @leesean
  • 69. Lee-Sean Huang | leesean@purpose.com | @leesean
  • 70. Framework for Developing Strategy 1. Current State: Where are you now? 2. Desired State: Where do you want to be? 3. Document and Share. 4. Prioritize. 5. Simplify. 6. Test. Recalibrate. Repeat. Lee-Sean Huang | leesean@purpose.com | @leesean
  • 71. What’s your strategy? Questions? Lee-Sean Huang | leesean@purpose.com | @leesean
  • 72. THANK YOU! Lee-Sean Huang | leesean@purpose.com | @leesean