|
2012 Annual Conference
Rethink... Reset... Execute for Results
Breakout Sessions
Sessions present expert insight to help navigate our constantly evolving world. Find out what
planning, preparation and new methodologies are needed to effectively manage the risks and
unknowns of change in your organization.
Session I Monday April 30, 3:00 - 4:15 pm
Strategic Foresight: Beyond Strategic Planning
Richard M. Pfohl, D.S.L. Founder and Principal of Navigos Consulting, LLC
Description...
Most public organizations focus on the 3-5 year financial plan which is based on measures of
hindsight, some inputs of insight but no foresight. Strategic foresight is used by strategic
leaders to gain a longer view on traditional strategic planning based on forecasting and
futurecasting. Many of today's organizations who seem to miraculously understand today's market
actually used strategic foresight and subsequently aligned their organization to these results.
Strategic Foresight is the ability to create and maintain a high-quality, coherent and
functional forward view, and to use the insights arising in useful organizational ways.
Strategic leaders who do not use foresight are unable to see trends and forecasts seen by
leaders who do. This session introduces the concept of strategic foresight and demonstrates
tools useful in adding foresight to your leadership capabilities. You will be introduced to the
following tools and methods: Causal-Loop Analysis, Delphi Method, Driving-Force Analysis,
Environmental Scanning, Foresight Maturity Model [FMM], Future-Fitness Portfolio, Futures Wheel,
International Futures Model [IFs], Mental Models, Mind Mapping, Principles of Forecasting,
Scenario Planning, Shaping Tomorrow, System Dynamics, Systems Thinking, World Values, as well as
other leading tools. Many leaders who have added strategic leadership to their leadership
capabilities have propelled their careers as leaders and their organizational capabilities by
establishing foresight practices within their organizations.
Mon 3:00 - 4:15 pm
Strategic Planning: From Direction to Implementation: One Muncipality's Journey Towards Vision Driven Planning
Lisa Marie Perkins M.A. Corporate Strategist, The City of Red Deer
Julia Harvie-Shemko Communications & Strategic Planning Manager, The City of Red Deer
Description...
In a political environment strategic thinking and planning is foundational to success and
remaining relevant. Yet many inherent systemic issues encourage reactive and shortsighted
behavior. By developing the systems and thinking to move towards vision driven planning The City
of Red Deer became an organization with a shared vision, focused areas of emphasis, and an
implementation plan. During this session, attendees will discover some of the tools used and
lessons learned in implementing vision driven planning within an organization.
Mon 3:00 - 4:15 pm
Innovation: The Missing Ingredient in Rethinking and Resetting
Peter Jay Sorenson Strategic Organization Design, Inc
Description...
Most people in senior leadership positions have been indoctrinated in the traditional
delivery skills of analyzing, planning, detail-oriented implementing, and disciplined executing.
These skills encourage leaders to do the status quo more efficiently. Rethinking and resetting
requires a whole different set of behavioral and cognitive skills that are characteristic of
innovative leaders. Innovative leaders challenge the status quo. They more frequently engage in
the behavioral skills of questioning, observing, networking, and experimenting, which are the
catalysts for the cognitive skill of associational thinking. This presentation will address the
research behind these ideas and the individual and organizational pragmatic approaches and
actions that can be used to put them into day-to-day use. Examples from contemporary innovators
and innovative organizations will be used as illustrations.
Mon 3:00 - 4:15 pm
Strategy and the Board: Pivotal Dialog in Governance
Mary Ann Kipp Managing Partner, Kipp & Associates
Michael Kipp Chairman of I-Denti-Fied and Partner in Kipp & Associates
Description...
Many observers of the meltdown of 2008 and the recession that seems to linger more than three years
later have wondered "where was the board?" While some might focus on transparency, compliance or
risk management, the broader question is the role of directors in the strategic decisions that set
the stage in the first place. Clearly, financial services, transportation, energy, media, retail
and health care are industries calling for a "reset". Beyond these, though, nearly every industry,
sector and region of the world seems to be pursuing strategies and even business models whose days
are numbered. Any board's meaningful engagement around questions of identity and direction can be
its finest hour. This highly participative program offers a grounded, experience-based view of the
corporate and nonprofit board's role in the development of strategy, undergirding that view with
concepts, tools and processes that can be put to work immediately.
Mon 3:00 - 4:15 pm
Session II Monday April 30, 4:30 - 5:45 pm
Strategic Planning: The Cure for or Casualty of Organizational Overload?
David Peter Stroh Founding Partner, Bridgeway Partners
Description...
Organizational overload is a problem confronting people across all industries and sectors.
People have too much to do and too few resources to accomplish it. The problem is overwhelming
managers' abilities to think and act strategically. At the same time, a clear and compelling
strategy is not only a casualty of organizational overload, but also a cure for it. In this
session, attendees will learn how organizations manufacture their own overload and how strategic
planning, coupled with other interventions, can rebalance workload.
Mon 4:30 - 5:45 pm
Driving Strategies in the B2B World: The Path to Profitable Growth
Sean Geehan Author of National Best Selling book, The B2B Executive Playbook
Description...
The world for executives in Business to Business (B2B) companies is critically different from
the world of their Business to Consumer (B2C) counterparts. All too often B2C strategies and
tactics are applied to B2B companies, which leads to disappointing, even disastrous results. B2B
requires a completely different playbook. During this session, attendees will explore innovative
ideas that position marketing to drive business transformation and growth in a B2B environment,
and learn how to:
- Increase Marketing's credibility among Leadership teams
- Align organizations to the market
- Engage companies' most valuable customers, and
- Generate powerful results through sales and marketing collaboration
The B2B Executive Playbook
 By Sean Geehan
 Clerisy Press (November 2011)
 Available at Amazon or B&N
Mon 4:30 - 5:45 pm
The Secrets to Facilitating Strategy with Drivers Model
Michael Wilkinson Facilitator, Trainer, and Speaker, Leadership Strategies, Inc.
Description...
If you have ever facilitated a strategic planning session, you know how tough it is to get
agreement on a mission statement, to separate goals from objectives, to get consensus on the
right strategies, and to prevent the team from undertaking too much. Using the widely acclaimed
Drivers Model as the basis, this workshop presents The Executive Guide to Facilitating Strategy
which provides planners with all the how-to's for facilitating each component of a strategic
plan. The Executive Guide to Facilitating Strategy provides executives, leaders and facilitators
with a step-by-step resource for guiding their team through all phases of the strategic planning
process – from gaining the team's buy-in to do planning and identify strategic issues, all
the way through organization alignment, implementation, monitoring and making adjustments.
Mon 4:30 - 5:45 pm
Scenario Planning Allows You to Successfully Manage Strategic Risk -- So How Exactly is That Done?
Diane M. Meister Founder, Meridian Associates Inc.
Description...
In recent times, company after company has been caught unprepared for a significant shift in
demand for their products or services. In the words of author and scenario planning expert,
Peter Schwartz, many if not most of these shifts were "predictable surprises." Scenario Planning
allows an organization's leaders to consider -- in advance, while alternatives can be
thoughtfully evaluated -- how they will navigate the strategic risks that face their business.
In addition to providing a case study, this interactive session will use 1-2 examples solicited
from session attendees to demonstrate a framework for using alternative future scenarios to
manage strategic business risk.
Mon 4:30 - 5:45 pm
Session III Tuesday May 1, 10:30 - 11:45 am
What We Can Learn from Scenario Planning at Shell Oil
Herb Rubenstein, J.D., SMP President, Sustainable Business Group
Leslie Martel Baer MS, MA President, Mountain Muse Strategies
Description...
This interactive session will take content that is not publicly available from Shell, discuss
their scenario planning process, and how it is currently dealing with global energy problems
that Shell and the industry face. Attendees will know the lessons that can be learned for their
practices and their organizations from what Shell has excelled in for the past several decades.
This session will provide practical advice that every strategic planning and strategic
management professional can use right away.
Tue 10:30 - 11:45 am
Organizational Alignment Connected with Strategy
Kenneth Meyer Founder and CEO, Alignment at Work, LLC
Description...
Integrating business strategy and quality systems begins with addressing culture and the
fundamental building blocks of organizations – PEOPLE and how they think. When thinking is
addressed first, these tasks become less difficult. How do you create a culture that supports
the best service possible for any organization? During this session, attendees will learn the
answers to such questions as: How do you get Alignment throughout the organization? How do you
rethink, reset and execute for results? How do you re-energize an existing strategic plan? How
do you achieve agreement between different cultures on one plan? Why can't people just get
aligned? What is the cost of misalignment? How can you see strategic alignment before
execution?
Tue 10:30 - 11:45 am
Faster, Smarter Decision Cycles: The Key to Winning in the New Normal
Leland Russell Co-author of Winning In FastTime
Joyce Reynolds-Sinclair, Ph.D. Managing Director, GEO Group Strategic Services, Inc.and Managing Director, Artemis Management Consulting
Description...
In the New Normal, what used to take months and years, now occurs in days and hours. This
compression of time means that the decision windows are closing faster than ever. Because of
information technology, global competition and interwoven financial markets, decisions are more
and more complex. As a leader and planner, how do you manage these critical and inescapable
challenges? To win, you must increase both the speed and quality of your Decision Cycles. This
interactive presentation will explore the six best practice examples that accelerate and improve
Decision Cycles. These best practices can be adapted and applied in any organization.
Tue 10:30 - 11:45 am
Case Study - Successful Use of the Strategic Planning Blueprint within a Non-Profit
Kathryn Ritchie Founder and CEO, KRStrategy (KRS)
Keith Chiavetta President and CEO, Chiavetta Management Advisors, LLC
Description...
Not-For-Profits' who have not previously created a strategic plan – or managed
strategic initiatives – require a clear way to manage, articulate and visualize their
strategy. During this session, attendees will learn a unique approach for developing actionable
strategic guidance and initiatives within a not-for-profit. This session will also provide
attendees with a different and expedited way to promote strategy, techniques for advancing
strategy, and approaches for communicating and adopting strategy.
Tue 10:30 - 11:45 am
Session IV Tuesday May 1, 1:15 - 2:30 pm
Recalibrate and Accelerate — Build Strategic Agility and Resilience Into Your Organization
Gail S. Perry Vice President Strategic Solutions,The Balanced Scorecard Institute
Description...
Many organizations are under pressure to "transform or die", to continuously innovate to
survive, and to incorporate rapidly changing technology into their products and services. These
organizations know they need to improve their strategic planning and performance management
processes in order to focus their energies, but they are in "reaction mode" and cannot take
their foot off the gas long enough to overhaul their planning and management framework, much
less to "think deeply" about big long-term strategies. In spite of the pace and pressure, they
can still access and harness the power of strategic thinking using two modern tools of
management science -- the strategy canvas and the strategy map. These two tools, coupled with a
robust performance measurement capability, have the ability to transform organizations into more
strategy focused, high performance entities, ready and capable of responding quickly to new
opportunities and new threats. This interactive presentation will teach participants how to
build strategy canvases and strategy maps using real client examples from the Balanced Scorecard
Institute and the Strategy Management Group.
Tue 1:15 - 2:30 pm
Innovation Renaissance: 7 Strategies for Reinventing your Business Model
Howard Rasheed, Ph.D. Founder of The Institute for Innovation and Associate Professor of Business Strategy and Entrepreneurship at the University of North Carolina Wilmington
Description...
Business models have become the new frontier of innovation, strategic transformation, and
value creation. In fact, of the 19 new Fortune 500 companies in the last decade, 14 are the
result of a business model innovation and not because of a breakthrough technology or product
innovation. In a survey by the Economist Intelligence Unit more than 50% of executives predicted
that business model innovation will be even more important for success than product or service
innovation This interactive workshop will familiarize strategists with tools to effectively
reinvent the business model of their organization and clients.
Tue 1:15 - 2:30 pm
Best Practices in Strategic Planning and Management in Department of Defense Systems Acquisition Programs
Dr. Stanley Rosen, SMP Defense Acquisition University
Description...
The Department of Defense is responsible for effectively using taxpayer dollars to field
systems which enhance national security. System Program Offices are constantly striving to find
ways to improve performance, and are in the middle of a major reset in their management
processes. Effective strategic planning has been proven to improve program office effectiveness
and is conducive to successful program management outcomes. However, many program offices do not
effectively use strategic planning methods and many program managers are not sufficiently
trained in strategic planning and management skills. This presentation presents results of
recent original research to determine how strategic planning most effectively supports
successful defense acquisition program management. Imperatives and impediments will be
identified.
Tue 1:15 - 2:30 pm
Strategy in Action: How to Communicate and Achieve Your Strategic Objectives Using Social Media
Jennifer Beever Founder, New Incite
Robert H. Rich, Ph.D., CAE Assistant Secretary, Strategy Development American Chemical Society
Ed Dillenschneider SMP Chief of Strategic Planning and Management Headquarters United States Army Corps of Engineers
Description...
Social media has emerged as a popular and cost-effective new means of communication and engagement
within communities. Many organizations are including social media initiatives in their strategic
plans as they Re-Think, Re-Set and Execute for Results. During this highly interactive panel
session, attendees will have the opportunity to gain information and discuss with the panel experts
the ins and outs of using social media to better communicate an organization's strategy and/or
achieve its strategic objectives. The panelists include Ed Dillenschneider, Chief of Strategic
Planning and Management, at the Headquarters United States Army Corps of Engineers, Washington DC,
and Robert Rich, Assistant Secretary, Strategy Development, Office of the Secretary & General
Counsel, American Chemical Society. Our discussion will include examples of successful and
not-so-successful uses of social media communications in strategic planning. The presentation will
include an overview of social media options and information on how to connect to other strategic
planners on social media for information-sharing and job searches.
Tue 1:15 - 2:30 pm
Session V Wednesday May 2, 8:00 - 9:15 am
Strategic Planning: The Left Brain Diet: Strategy Innovation via Design Thinking and Dynamics Capabilities in Rapid Change Environments
Frank Mruk Associate Dean, Business and Strategic Planning, New York Institute of Technology and Executive Director, New York Center for Strategic Innovation, LLC.
Description...
During this session, attendees will receive answers to the following questions: How do we
deal with strategy implementation and innovation in crisis situations of rapid change? How do we
creatively reboot thinking processes to get beyond old procedures and expectations? How can
design thinking and dynamic capabilities propel strategic innovation and a sustained revolution
of implementable change pedagogy? When formulating strategy in rapid change environments it is
critically important to have rapid change frameworks in place throughout the organization.
Defining and rewarding innovation is paramount. Strategy is a provisional paradigm. Unremitting
controlled reboots are necessary on an iterative basis.
Wed 8:00 - 9:15 am
Social Communications as a Competitive Strategy: Resetting Strategy, Management, and Execution through Community
Jeanne Bradford Co-founder,TCGen, Inc.
Description...
Social technology has hit the enterprise by storm. Many predicted it as a fad, but it is
quite the opposite. Adoption in marketing and customer service was only the first wave, and
forward thinking companies are quickly seeing the advantages of implementing these tools and
technologies in powerful ways throughout the entire company. It requires a reset in strategy,
management and execution, and is quickly becoming a point of competitive advantage for those
organizations that figure it out first. Social technologies are accelerating the way companies
set and optimize strategy. Its imperative that companies do it right the first time, and the
best practices in this presentation will help the audience accelerate their learning with real
case studies from companies that are already doing it right.
Wed 8:00 - 9:15 am
Strategic Plan Realization Demanded Technology Innnovation for Success: A Case Study
Rob Baxter Vice President Strategic Planning & CIO, Shamrock Foods Company
Description...
Remember the "Key enablers" to deliver successful Strategic Business TransformationsFood
Distribution businesses have been historically geographically organized but to capture the full
potential of operational excellence and provide (LOB) Line of Business customer value; there was
a need to break the traditional model and organize by customer across all geography. To do this
the biggest impediment was daily communications across geographies. This presentation
demonstrates how important solving the primary limitation "communications" enabled our strategic
plans to be successfully implemented. Today the business is 100% customer centric and all
internal functions leverage technology to operate with centralized leadership, process
effectiveness and efficiency resulting in double digit revenue and profit growth while driving
up our customer KPI performance.
Wed 8:00 - 9:15 am
Managing the Execution of Collaborative Community Strategies
Bill Barberg President, Insightformation, Inc.
Donald Pinner VP and COO, Hunterdon Regional Community Health
Description...
The concept of the "Community Balanced Scorecard" is rapidly gaining recognition as a
valuable approach to engaging and aligning large numbers of community partners. The Community
Balanced Scorecard aligns their efforts to work collaboratively and addresses problems that are
so large that no organization can be successful alone. This presentation will clarify the need
for improved techniques and tools and then describe the use of strategy maps, a framework of
perspectives and themes, cascaded Objectives, From-To Gaps, "Community Compacts," and on-line
initiative tracking. Participants will learn how everyone in the community benefitted when the
healthcare provider (motivated by new IRS requirements), the local health department (motivated
by new accreditation standards), and a wide range of community organizations learned how to work
as a team.
Wed 8:00 - 9:15 am
|