FINDING YOUR FORTE STRATEGIC ARTICULATION KICKOFF
OUR GOAL FOR TODAY • Decide on key milestones and timelines • Finalize stakeholder and retreat series approach OUR AGENDA • Key decisions • Kickoff Meeting • Focus Group Target Dates • Video and Survey Communications Date • Strategic Plan Retreat Series • Finalize Participants
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OUR APPROACH
Why is Finding Your Forte Important? All too often, organizations are drawn to business as usual and don’t have the opportunity to be strategic about performing in a way that plays to their strengths, leverages their passions and rewards them in ways that motivate them. Using purpose as a strategy drives engagement, visionary focus and impact.
FIND YOUR FORTE
FIND YOUR FORTE
Gifts
PURPOSE
Passions
Motivations
Short term
Medium term
Long term
VISION
IMPACT
COMPOSE YOUR MASTERPIECE
Optimal Contribution
Vision Snapshots
VISION
Your Best Needs A Strategic Plan
Why You Need Your Forte
PLAN
PLAY YOUR CRESCENDO
Your Most Organic Success and Targeted Outcomes
Stronger Organizational Performance
Leadership from Your Strength
Engagement and Fulfillment
Monuments need a Blueprint
You need Your Forte
Companies need a Strategy
Symphonies need a Composition
IMPACT
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HOW WE ARTICULATE STRATEGIES
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3.0 OUR PROJECT PLAN
April - May 2020 May – June 2020
Current State – Environmental Scan • Strategy Framework Leadership Briefing
Stakeholder Pulse Checks (During and Post conference) • Focus Groups and Surveys
Finding Your Forte June – August 2020 July – August 2020
Strategic Articulation Development • Vision Casting: Think Big, Start Small, Scale Fast
• Headline Indicators: How will we drive and measure our success? • Differentiators: What things must we do differently goingforward? • Strategic Priorities and Critical Initiatives
Report Out to Key Stakeholders
Composing Your Masterpiece
August - November 2020
Future Phase Work Planning and Launch Execution • Post Strategic Articulation in Project Management Portal • Fund Development Strategy Launch • Forte Coaching for Leadership Team to Drive Execution and Performance
Play Your Crescendo
• Recommended Process and Organizational Changes • Manage and Monitor Execution of Implementation
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OUR STAKEHOLDERS WHO ARE THEY AND WHAT DO THEY THINK
Survey Net Promoter Score
Focus Groups Listening Posts
Video Tribute
Stakeholders
Forum Members
X
X
X
Education Abroad Administrators
X
X
X
X
X
X
Faculty
X
X
X
University / Campus Leadership
X
X
X
Program Providers
Affiliate Organizations
X
X
X
X
Staff
X
X
Board
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VIDEO: WHAT’S OUR FORTE?
Strengths “What we’re really good at”
Passions “What we love to do”
Motivations “What drives and fuels us”
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SURVEY: NET PROMOTER SCORE EXPLAINED
The Net Promoter Score is an index ranging from -100 to 100 that measures the willingness of partners to recommend an organization/s offerings to others. It is used as a proxy for gauging the customer’s overall satisfaction with an organization’s offerings and the stakeholder’s value proposition, loyalty and level of engagement. Net Promoter Score Calculation Stakeholders are surveyed on one single question. They are asked to rate on an 11-point scale the likelihood of recommending the company or brand to a friend or colleague. “On a scale of 0 to 10, how likely are you to recommend this organization to a friend or a colleague?” Based on their rating, stakeholders are then classified in 3 categories: detractors, passives and promoters.
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FOCUS GROUPS: LISTENING POSTS LEVERAGING SOAR FRAMEWORK
A
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OUR STRATEGIC PLANNING RETREAT APPROACH
We recommend our Strategic Planning Retreat that was originally planned for a full day experience be broken into four 2-hour modules to occur
Module 1 Purpose and Vision
weekly from early July through early August
Module 2: Vision Casting
Participants: Strategic Planning Committee
Module 3: Headline Indicators and Differentiators
Module 4 Strategic Priorities and Critical Initiatives
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PURPOSE/MISSION WHAT WE’RE GOING TO DO • Our calling as an organization • Our why • What collectively engages our team, leadership, stakeholders,
partners and communities • What we will do
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VISION WHAT WE WILL SEE WHEN WE GET THERE
• What we want to see once we’ve done our work
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VISION CASTING: VISION SNAPSHOTS – PHOTOS FROM THE FUTURE
Think Big 2025 and beyond
Start Small 2021
Scale Fast 2023
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CORE VALUES WHAT’S IMPORTANT AND WHY
• What we will hold near and dear to in our work • How we will operate and pursue impact
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HEADLINE INDICATORS WHAT TO MEASURE SO WE KNOWWE’RE MAKING PROGRESS…
• What metrics will show us progress • What’s our scoreboard
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DIFFERENTIATORS WHAT WE MUST DO DIFFERENTLY
• What things do we need to do going forward that we don’t do today
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STRATEGIC PRIORITIES WHAT WE WILL FOCUS ON RIGHT AWAY
• What are the most important things for us to do to point directionally towards our future
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CRITICAL INITIATIVES WHAT PROJECTS WILL THIS REQUIRE
• What projects, resources and timing will we need to execute • What are their tasks and action items
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NEXT STEPS
• Finalize key milestones and timelines • Notify participants and kick off stakeholder assessment activity
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