Strategic Visioning : The Grove’s Graphic Facilitation Strategic Workshop …
The Grove’s Visual Planning System Strategic Visioning
The Grove’s Visual Planning SystemStrategic visioning is the name for TheGrove’s flagship Visual Planning SystemTM(VPS).It focuses on strategic planning uses largevisual templates called Graphic Guides®creates panoramic representations of anorganization’s: —environment —current situation —vision —action plans
The Grove’s Visual Planning SystemWhen Should a Group UseStrategic VisioningWhen a team, division, ororganization requires:a new strategic directionneeds strategic alignmentneeds inspiration in challengingtimes
The Grove’s Visual Planning System♦ Introduction to Process(es) Overall Schema• Strategic Visioning is a past, present and future process. The idea is, inorder to move forward, a group must first contemplate their past andanalyze their current situation. Then they can launch into dreaming abouttheir future.• Once their vision is established, they then need to figure out how to bridgethe gap between their current reality and their vision … identifying the Big,Bold moves that need to be made and then breaking those moves intodoable, assignable tasks than can be monitored and tracked♦ Stage Number One Graphic Historical•The first step in the process is History Mapping. Here the group gathers totell the story of their existence-to-date. In my experience, most groups (andleaders) are initially reluctant to spend the time on this exercise, thinking‘we’ve been there and done that’ so why bother.•However, after going through it, it usually ends up being a highlight forthem … as people tell their stories, share their perspectives, get insights intothe bigger picture of what has occurred-to-date and how that has been.
The Grove’s Visual Planning System♦ Stage Number Two The Context Map• In the second step of the process are a couple of exercises looking at thegroup’s current context. One of these exercises is the Context Map thatscans the organization’s current environment.• Looking at the social and industry trends, the economic climate, politicalfactors, technological factors, customer needs and uncertainties of theirsituation, helps the group collect information on their ‘now’ and what theyare facing.♦ Stage Number Three SPOT Martix• Another exercise dealing with the current situation is the S.P.O.T. Matrix.Kono’s take on the ever-popular SWOT matrix, this move analyzes thestrengths, problems (weaknesses), opportunities and inherent threats to theorganization or group.• Helping all the individuals in the room pool their thoughts into one placethis template builds a solid picture of the now and begins, with theopportunities section, to move into the realm of visioning.
The Grove’s Visual Planning System♦ Stage Number Four Cover Story Vision• The Graphic Guide that I use most for visioning is the “Cover Story Vision”.It is an imaginative exercise where the group envisions themselves on thecover of a magazine.•They build out the story in parts: creating the big headlines, the sidebarstories, the images and the quotes, as well as the cover (deciding whichmagazine or web-zine they are being featured in).• This exercise gets the group dreaming about what they really want andwhat success means to them. In a subtle way, it brings out the essence ofwhat they want to become.♦ Stage Number Five Mandala Guide• After the Cover Story Visioning exercise, we use this Mandala chart totease out the main themes of the group’s vision. Using present tenselanguage, we build “We are” and “We have” statements that encapsulatewhat the group wants to be in the future.• Often a main statement or comment comes out, which holds the centralposition of the chart (a guiding or mission statement).
The Grove’s Visual Planning System♦ Stage Number Six Five Bold Steps Vision• After creating a desired end state (the vision), it is time to step back anddetermine how that end state is going to be reached. A preliminary way tobridge the gap between where the group currently is and where they want tobe is to brainstorm ‘big, bold steps’. These are the big, main areas that willneed to be accomplished.• Actions that have many smaller, more detailed actions embedded in them.For example: Build an Internet marketing plan. Streamline our customerservice process or expand our product offerings.♦ Stage Number Seven Graphic Gameplan• The final move in the Strategic Visioning process is to take those ‘big boldsteps’ and break them down into more detailed ‘game plans’. The kono’sGraphic Gameplan chart is an effective, simple planning tool that assists withthis process.• Each bold step is broken down into its overall objectives, the team andresources that are available, the stages and tasks needed to reach theobjectives, the success factors that will need to be in place to support theplan, as well as the inevitable challenges that can be expected to beencountered along the way.
The Grove’s Visual Planning System♦ Capturing & Presenting Final Reports• The beauty of working graphically is that the process of the meeting is captured step-by-step as the visuals are created. After the meeting, each chart is photographed and edited,and when put in order of their creation; they become the pages of the meeting report.• These reports serve as memory devices and agreement holders for those who were presentat the meeting. The reports also act as excellent summary or communication tools, whichcan used to share the meeting and its outcomes with those not in attendance.• Reports can be created in both paper and digital formats.
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