Rich Crandall (Speaker) Principal, Education, Intentional Futures “Set it and forget it” corporate strategies are doomed to fail. Today’s fast-paced, rapidly evolving markets demand that strategies stay nimble and adaptable while working toward a long-term vision. Executives, employees, and clients all play a role in strategy implementation, so it’s essential that they are along for the ride. Agencies can spearhead this process by developing unifying stories and tools that support a solid strategic foundation. Outsourcing any part of a company strategy can be a little stomach churning to companies. And in a world overflowing with information, executives struggle to find the time required to understand the complexities of their industry and create frameworks to organize that information. They need context, confidence and compelling stories in order to move teams to action. That’s where rapid learning comes in. Rapid learning techniques lead to deep thinking and effective solutions that drive more informed decisions. By learning quickly about market context, history, and dynamics, companies can build a solid set of strategies. This process can stop leaders from repeating prior mistakes, help them understand why previous efforts worked or failed, and better predict outcomes based on their new contextual knowledge. This presentation will focus on the value of rapid learning and the role it can play in human-centered strategy development. Intentional Futures’ Principal Rich Crandall will share real world examples of clients who embarked on rapid learning projects that inspired teams and shaped organizations. Takeaways: • Steps involved with rapid learning • The value of rapid learning and how it can remove tension from executives • The power of framework creation and design • How to construct a framework creation tool • How to construct an organizational learning assessment • Tips to filter critical information from excess data during investigations.

1. Rich Crandall
Intentional Futures
Rapid Learning is a
Strategy’s Secret Weapon
Prepared for
SIC
October 17, 2019
Confidential Material

2. SIC 2019
Today’s Agenda Here’s the flow of our time together.
1. Introduction of Intentional Futures (iF) and me
2. Context on learning at iF
3. Case study 1
4. Case study 2
5. Takeaways
6. Q&A

3. SIC 2019
Hi!
I’m Rich from iF.

4. SIC 2019
Why
learning?
Current state of learning in orgs
iF’s approach to learning

5. SIC 2019
What was the last thing
you learned about at work
or for your job?
Share with the person
next to you.

6. SIC 2019
Learning is essential to succeeding at
work, but we spend little time doing it.
And we do it in violation of what we
know from learning science.

7. SIC 2019
iF’s approach to
learning is
informed by the
science.
1. Learning is social and messy
2. Useful visuals/frameworks increase retention,
sense-making and comprehension
3. Concrete examples expose nuance and
real world connections
4. Elaboration deepens learning through
building on and application of ideas
5. Feedback can accelerate learning via
checking understanding

8. SIC 2019
Rapid learning
informs strategy.
What's the best way to achieve X with the
scarce time, money, and attention we have?
1. Topics
Going deep on AI, influencers, or data security
2. Team or company alignment
Quickly understanding where everyone stands on priorities

9. SIC 2019
Rapid learning
informs strategy.
What's the best way to achieve X with the
scarce time, money, and attention we have?
1. Topics
Going deep on AI, influencers, or data security
2. Team or company alignment
Quickly understanding where everyone stands on priorities

10. SIC 2019
One topic.
Three hours.
Based on hundreds
of hours of research.
Intentional
Learning

11. nd
he way we
are
hat
and office
es
f-driving
ups and
models,
services in
nd business
way goods,
nces are
ual Reality
R products,
cture and
t
stems
or home
oducts
EdTech Update
Review of the latest digital
teaching and learning tools
Artificial Intelligence
and Machine Learning
History of AI, CS methods and
the importance of data in the
coming wave of AI-powered
products and services
Online Giving
How digital technology is
empowering donors and
advancing philanthropy
Agriculture Technology
Precision monitoring and
treatment of crops, advances in
digital biology and diversification
of farming locations
Digital Health 2.0
Review of the latest business
models, digital products and
services in healthcare
Kids STEM Tech
Overview of the services and
toys that spark children's interest
in STEM
Global EdTech
Survey of EdTech offerings in
developing markets to improve
learning outcomes
Professional Networks
A look at the ways digital
networks facilitate intros,
skill development and career
progression for professionals
Choice Architecture
in Education
Primary on the field of Choice
Architecture and deep-dive into
how concepts are applied to help
students successfully transition
to and complete their post-
secondary educations
Mobile Messaging and Bots
Update on major messaging app
developers and exploration of the
nascent chatbot market
Apple
Review of Apple's services,
hardware and software products
and how they work together
► College and Career Planning
Survey of college and career
planning solutions for high
schoolers
Amazon
Review of the company's
Digital Health 3.0
Update on the business models,
digital products and services in
healthcare
AI in Education
Survey of current use cases and
applications of AI in EdTech
Automation
Broad look at automated
solutions across multiple sectors
K12 Curricula
Review of innovative, full-course
digital curricula for science, math,
and ELA
Retail Marketplaces
Overview of sector trends and a
deep dive into Wish and Etsy
Chinese Technology
How government policies, mobile
adoption and digital payments
are catalyzing innovation
Housing Innovation
How new construction methods
might ease housing affordability
and modernize the industry
Robotics 2.0
Latest products and trends in
the industrial, commercial and
consumer robotics industries
Modern Meeting
Latest products that help
organizations schedule, host,
manager and collaborate in
meetings
Professional Networks 2.0
Update on how professional
networks are evolving to better
serve users
Voice and Chatbots
An update on the state of
the voice user interface
and chatbot market
Alphabet Android (Future)
Review of the company's
strategy, hardware and software
products, and ecosystem
2016 2017 2018 2019
Company Deep Dive

12. Initial Research and
Problem Definition
Initial Product
Canvassing
Continued Product
Canvassing
Intentional
Learning Session
Expert interviews
Literature Synthesis
>180 products categorized
10-20 products included
2-4 hour deep dive into the topic and
showcase of product experiences
~45-50 products included
for consideration
1
To understand the space.
To shape what is worth including and focusing on.
To make meaning of the activity in the space.
To understand what is going on under the hood.
To explore the user experience, business model, and product roadmap.
To share analysis of the space and showcase noteworthy innovations.
1
2
3
4
5
6
Framework
Creation
3
6
Deep Dive into
Products to Demo
5
2 2
4
Further
Conversations with
Product Creators
OU R IN T EN T ION A L L EA R N IN G PR OC ESS
I N T E N T I O N A L F U T U R E S | C O N F I D E N T I A L
SIC 2019
One
version
of the
process

13. DATA PRIVACY AND SECURITY
Tech Learning Sessions

14. SIC 2019
iF’s approach to
learning is
informed by the
science.
1. Learning is social and messy
2. Useful visuals/frameworks increase retention,
sense-making and comprehension
3. Concrete examples expose nuance and
real world connections
4. Elaboration deepens learning through
building on and application of ideas
5. Feedback can accelerate learning via
checking understanding

17. SIC 2019
Tip #1
Create opportunities for
people to go on the messy
learning journey together.

19. SIC 2019
Simple enough for
novices, while
retaining the
important elements
of the world.

20. SIC 2019
Tip #2
It's all about what you ask people
to respond to. Sharp questions,
provocative thinking.

21. SIC 2019
iF’s approach to
learning is
informed by the
science.
1. Learning is social and messy
2. Useful visuals/frameworks increase retention,
sense-making and comprehension
3. Concrete examples expose nuance and
real world connections
4. Elaboration deepens learning through
building on and application of ideas
5. Feedback can accelerate learning via
checking understanding

22. Edge computing
Insights
Cloud computing
Edge computing
Insights
Cloud computing
Tech Learning Sessions
TECHNOLOGIES
PROBLEM ADDRESSED
• Sensitive information is made
vulnerable when sent to the cloud
for processing
08
EXAMPLE
Kidsense AI converts audio to text
on-device so that children’s audio
recordings are never sent to or stored
on the cloud.
Edge computing is a type of data processing that
happens near or on devices without sending
the data to the cloud. Instead, the processed
and synthesized results of this computation are
shared beyond.
Edge computing
1
1
4
4
3
3
Data are processed near or at
the source, on the “edge.”
The data are processed in the
cloud.
Data from the device are sent
to the cloud.
2
2
Insights from the
computations are sent to the
cloud.

23. SIC 2019
Tip #3
Until you make it concrete,
everyone maintains their own
version in their minds.

24. KidSense
An edge voice-AI solution
for children
• Created by Kadho
• 93% accuracy for kids’ speech
• A software development kit
• COPPA-compliant
CASE STUDY
Use cases: EdTech product creators
Tech learning session
DokiPal’s smart voice assistant runs on KidSense technology

25. Rapid learning
informs strategy.
Learning makes strategies stronger:
1. Topics
Going deep on AI, influencers, or data security
2. Team or company alignment
Quickly understanding where everyone stands on priorities
SIC 2019

26. How do we create
a strategy that is
resilient, adaptable,
and inspiring?

27. Strategy Evaluation
Where should we be
working?
Source: Write them here
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Jessica Kyle Anne Chris Donald Bryan Sarah Eric Tom
City Neighborhood Greatermetro Region Nearbystates
Geographic Revenue Distribution

28. Strategy Evaluation
How should our
offerings and
project bidding
change?
Source: Write them here
Expand our offerings
Reduce our offerings
Fewer bids More bids
KA
EP
BC
TD
ST
AR
DJ
CD
JM

29. SIC 2019
iF’s approach to
learning is
informed by the
science.
1. Learning is social and messy
2. Useful visuals/frameworks increase retention,
sense-making and comprehension
3. Concrete examples expose nuance and
real world connections
4. Elaboration deepens learning through
building on and application of ideas
5. Feedback can accelerate learning via
checking understanding

30. April 3, 2019 CLIENT
Strategy Evaluation Design Capabilities Strategy
confidential material
Problem:
Strategy:
Value:
Actions –What needs to be done?
Teams impacted / talent required –Who is needed to make this a reality?
Relationship with other strategies –What might be provided or required from the other strategies?
Metrics / benchmarking –How is progress measured?

31. Strategy Evaluation
What do you
think about
this XYZ
Strategy?
Source: Write them here
High
enthusiasm
Tepid
enthusiasm
Unimportant
to pursue
Essential
to pursue
KU EZ
BZ
TX
SJ
DJ
CBJI
AD

32. Strategies
are alive.
Source: Write them here
SIC 2019

33. SIC 2019
Collaboration and
clear evaluation
are learning pillars
in strategy work.
1. Learning is social and messy
2. Useful visuals/frameworks increase retention,
sense-making and comprehension
3. Concrete examples expose nuance and
real world connections
4. Elaboration deepens learning through
building on and application of ideas
5. Feedback can accelerate learning via
checking understanding

34. Prepared for
SIC
October 17, 2019
Confidential Material
Questions?
Thank you.
Here’s a takeaway:

35. Rapid learning
informs strategy.
2. Team or
company alignment
Quickly understanding where
everyone stands on priorities
1. Topics
Going deep on AI, influencers,
or data security
Collaboration and clear
evaluation are learning pillars
in strategy work.
Strategy Evaluation
How should our
offerings and
project bidding
change?
Source: Write them here
Expand our offerings
Reduce our offerings
Fewer bids More bids
KA
EP
BC
TD
ST
AR
DJ
CD
JM
Edge computing
Insights
Cloud computing
Edge computing
Insights
Cloud computing
Tech Learning Sessions
TECHNOLOGIES
PROBLEM ADDRESSED
• Sensitive information is made
vulnerable when sent to the cloud
for processing
08
EXAMPLE
Kidsense AI converts audio to text
on-device so that children’s audio
recordings are never sent to or stored
on the cloud.
Edge computing is a type of data processing that
happens near or on devices without sending
the data to the cloud. Instead, the processed
and synthesized results of this computation are
shared beyond.
Edge computing
1
1
4
4
3
3
Data are processed near or at
the source, on the “edge.”
The data are processed in the
cloud.
Data from the device are sent
to the cloud.
2
2
Insights from the
computations are sent to the
cloud.
1. Learning is social and messy
2. Useful visuals/frameworks increase
retention, sense-making and comprehension
3. Concrete examples expose nuance and
real world connections
4. Elaboration deepens learning through
building on and application of ideas
5. Feedback can accelerate learning via
checking understanding