3. A Visual Approach to Strategic Planning
• A process that takes the
group from vision to action
• Tackle difficult issues and
concepts visually
• The group creates a
shared vision
• Consistent results with
different clients
Support Effective Vision & Strategy Work
4. A Visual Approach to Strategic Planning
• Architecture
• Healthcare
• Software & technology
• Education
• Not-for-Profit Groups
• Membership Associations
• Manufacturing
• Retail… and many others
A Cross-Industry Approach
23. A Visual Approach to Strategic Planning
Stage 7. Living the Vision
The Group Carries the Work Into the Future
• 40 top managers developed a
global sense of their company
and its business
• Agreement on 5 year plans going
forward
• Everyone received 11”x17” size
books with digital color pictures
of all the charts
• Featured in annual report
• Vision updated every 5 years
• Achieved their goal of becoming
top-ranked architectural firm within
10 years
24. A Visual Approach to Strategic Planning
For more information on Strategic Visioning…
Please visit our
website:
www.grove.com
or call us:
+1.415.561.2500
Thank you!
Editor's Notes
Presented by Rachel S. Smith, Senior Consultant and Director of Digital Facilitation Services for The Grove Consultants International, a firm based in San Francisco and founded by David Sibbet.
Creating a vision and strategic plan can be difficult because people have to handle concepts that are not clear — often without a shared understanding of the ideas.
You can use a well-defined process that helps a group define a vision that everyone shares, and also develop a plan for action that everyone supports.
You can help groups approach difficult issues and concepts in a visual way, making them more concrete and supporting better understanding.
You will find that the process is consistently successful with different kinds of groups.
We have used this approach with clients across a broad range of industries. The details of each plan are different, but the process supports them all.
We use “strategic visioning” instead of “strategic planning” because of the visual component.
We support the work with large visual templates called Graphic Guides.
We work with the group to create panoramic representations of an organization’s environment, current situation, vision, and action plans — all live and in-the-moment.
Walk through the Model briefly.
Walk through the stages briefly. I will show a case study that will help make it clear.
This case study is from a meeting facilitated about 15 years ago.