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© Dark Horse Consulting and Coaching, 2014 Prepared by Jeanette Monahan SPHR, CPC SAHRA Pre-Conference workshop September 16, 2014 Applied Strategic Thinking

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Page 1: Applied Strategic Thinking · Strategic thinking flourishes in group settings. Interactive process—don’t hesitate to ask a question or bring up an insight. Don’t be surprised

© Dark Horse Consulting and Coaching, 2014

Prepared by

Jeanette Monahan SPHR, CPC

SAHRA Pre-Conference workshop

September 16, 2014

Applied Strategic Thinking

Page 2: Applied Strategic Thinking · Strategic thinking flourishes in group settings. Interactive process—don’t hesitate to ask a question or bring up an insight. Don’t be surprised

© Dark Horse Consulting and Coaching, 2014

Workshop Objectives

Explore the methods of strategic thinking

Practice the seven major skills of how strategic

thinkers process information

Outline the strategic thinking process, both the

major processes and their related sub-processes

Practice the strategic thinking model within a small

group.

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Page 3: Applied Strategic Thinking · Strategic thinking flourishes in group settings. Interactive process—don’t hesitate to ask a question or bring up an insight. Don’t be surprised

© Dark Horse Consulting and Coaching, 2014

Workshop Agenda

What is strategic thinking?

Seven major skill sets of strategic

thinkers

A model of strategic thinking

Practice of strategic thinking process

using Well’s model

Next steps

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Page 4: Applied Strategic Thinking · Strategic thinking flourishes in group settings. Interactive process—don’t hesitate to ask a question or bring up an insight. Don’t be surprised

© Dark Horse Consulting and Coaching, 2014 Strategic Thinking 4

Welcome and Introductions

Name

Where you work

What you would like to

get from this workshop

Where are: bathrooms,

emergency exits, phones,

snacks, break, etc.

Page 5: Applied Strategic Thinking · Strategic thinking flourishes in group settings. Interactive process—don’t hesitate to ask a question or bring up an insight. Don’t be surprised

© Dark Horse Consulting and Coaching, 2014

Ground rules

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Everyone here has something to contribute.

Assume that we all know a great deal about what we

know

Be curious--explore the process.

Strategic thinking flourishes in group settings.

Interactive process—don’t hesitate to ask a question

or bring up an insight. Don’t be surprised if I ask

you a question.

If I say something you do not understand, stop me

and ask for clarification!

Page 6: Applied Strategic Thinking · Strategic thinking flourishes in group settings. Interactive process—don’t hesitate to ask a question or bring up an insight. Don’t be surprised

© Dark Horse Consulting and Coaching, 2014

Assumptions

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The people here are brilliant.

Each individual is a Subject Matter Expert with his/her background and knowledge.

We are very lucky to be here with each other.

Each of us has a strategic issue or problem to work on.

Page 7: Applied Strategic Thinking · Strategic thinking flourishes in group settings. Interactive process—don’t hesitate to ask a question or bring up an insight. Don’t be surprised

© Dark Horse Consulting and Coaching, 2014

Strategic Thinking

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Page 8: Applied Strategic Thinking · Strategic thinking flourishes in group settings. Interactive process—don’t hesitate to ask a question or bring up an insight. Don’t be surprised

© Dark Horse Consulting and Coaching, 2014

Why Strategic Thinking?

Albert Einstein

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“The significant problems we have

cannot be solved at the same level

of thinking with which we created

them…”

Page 9: Applied Strategic Thinking · Strategic thinking flourishes in group settings. Interactive process—don’t hesitate to ask a question or bring up an insight. Don’t be surprised

© Dark Horse Consulting and Coaching, 2014

What problems

do we currently

face

that require

different ways of

thinking?

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Page 10: Applied Strategic Thinking · Strategic thinking flourishes in group settings. Interactive process—don’t hesitate to ask a question or bring up an insight. Don’t be surprised

© Dark Horse Consulting and Coaching, 2014

What is Strategic Thinking?

“The

“A series of questions created to

help generate a new way of thinking

about a problem or issue.”

Stuart Wells

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Page 11: Applied Strategic Thinking · Strategic thinking flourishes in group settings. Interactive process—don’t hesitate to ask a question or bring up an insight. Don’t be surprised

© Dark Horse Consulting and Coaching, 2014

Gifted Strategic Thinkers

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Page 12: Applied Strategic Thinking · Strategic thinking flourishes in group settings. Interactive process—don’t hesitate to ask a question or bring up an insight. Don’t be surprised

© Dark Horse Consulting and Coaching, 2014

Strategic thinkers have the ability to:

Reframing

Scanning the environment for trends

Envisioning

Abstract Thinking

Inducting

Think with multi-variables

Valuating

Source: “What Gifted Strategic Thinkers Do” by Peter Linkow, Training & Development Journal, 1999

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Page 13: Applied Strategic Thinking · Strategic thinking flourishes in group settings. Interactive process—don’t hesitate to ask a question or bring up an insight. Don’t be surprised

© Dark Horse Consulting and Coaching, 2014

Reframing Challenging and

restating the underlying

beliefs and assumptions

on which relations and

actions are based.

Extensive use of

metaphor and paradox

Example: “I am finding

my keys” vs. “I am

searching for my lost

keys.”

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HR Professionals are asked to

do this when helping

employees deal with a layoff.

Page 14: Applied Strategic Thinking · Strategic thinking flourishes in group settings. Interactive process—don’t hesitate to ask a question or bring up an insight. Don’t be surprised

© Dark Horse Consulting and Coaching, 2014

Scanning An iterative process. Constant staccato search for information and the trends and patterns that are unfolding in

Technology

Government and regulatory agencies

Economics

Demographics

Cultural

Industry and market

Taking a core sample of the population

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HR Professionals do this when helping their employer assess their

vulnerabilities to organized labor.

Page 15: Applied Strategic Thinking · Strategic thinking flourishes in group settings. Interactive process—don’t hesitate to ask a question or bring up an insight. Don’t be surprised

© Dark Horse Consulting and Coaching, 2014

Abstracting Grasping the essential underlying

themes or similarities between disparate bits of information leading to taking action.

Distilling a flood of data into a useable pool of information.

Example: Using structured techniques to get to a core consensus or decision

Pareto Analysis—80/20 rule

Multi-voting—consensus tool

Nominal Group Technique (NGT)

Selection Matrices

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Page 16: Applied Strategic Thinking · Strategic thinking flourishes in group settings. Interactive process—don’t hesitate to ask a question or bring up an insight. Don’t be surprised

© Dark Horse Consulting and Coaching, 2014

Job Criteria

Weight

Candidate A Candidate B Candidate C

Problem solving 2

Technical

expertise 3

Team work 2

Conflict

management 1

Customer service 2

Yrs Experience 3

Total Rating

Example of a Selection Matrix

Page 17: Applied Strategic Thinking · Strategic thinking flourishes in group settings. Interactive process—don’t hesitate to ask a question or bring up an insight. Don’t be surprised

© Dark Horse Consulting and Coaching, 2014

Job Criteria

Weight

Candidate A Candidate B Candidate C

Problem solving 2 (2) 3 = 6 (2) 1 = 2

(2) 4 = 8

Technical

expertise 3 (3) 1 = 3

(3) 3 = 9

(3) 3 = 9

Team work 2 (2) 3 = 6

(2) 1 = 2

(2) 5 = 10

Conflict

management 1 (1) 1= 1

(1) 4 = 4

(1) 3 = 3

Customer service 2 (2) 4 = 8

(2) 3 = 6

(2) 4 = 8

Yrs Experience 3 (3) 2 = 6

(3) 5 = 15

(3) 1 = 3

Total Rating 33 37 41

Example of a Selection Matrix

Page 18: Applied Strategic Thinking · Strategic thinking flourishes in group settings. Interactive process—don’t hesitate to ask a question or bring up an insight. Don’t be surprised

© Dark Horse Consulting and Coaching, 2014

Envision Seeing a future state as vivid

visual images, starting with

the future and planning

backwards to the present.

Creating the tension between

the desired future state and

existing reality

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Example: The development of

a company vision

statement.

Page 19: Applied Strategic Thinking · Strategic thinking flourishes in group settings. Interactive process—don’t hesitate to ask a question or bring up an insight. Don’t be surprised

© Dark Horse Consulting and Coaching, 2014

Inducting Forming beliefs, assumptions

and generalizations quickly from concrete--often sparse—observations.

Observing patterns and formulating conclusions

Example:

Skunkworks

small scale pilot projects that can be expanded to larger-scale decisions and actions.

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Page 20: Applied Strategic Thinking · Strategic thinking flourishes in group settings. Interactive process—don’t hesitate to ask a question or bring up an insight. Don’t be surprised

© Dark Horse Consulting and Coaching, 2014

Multi-variant Thinking Balancing many dynamic

variables and discerning

the relationships among

them.

Predicting the outcome of

particular actions or

decisions

Example: Seeing the forest

and also, the trees, the

space between the trees,

and the surrounding flora

and fauna.

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• Systems thinking models

• Mathematical models

•Scenario building

Page 21: Applied Strategic Thinking · Strategic thinking flourishes in group settings. Interactive process—don’t hesitate to ask a question or bring up an insight. Don’t be surprised

© Dark Horse Consulting and Coaching, 2014

Scenario Building: Compare and

Contrast

Worst Case Scenario Best Case Scenario

Reality will reside somewhere between the two

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Page 22: Applied Strategic Thinking · Strategic thinking flourishes in group settings. Interactive process—don’t hesitate to ask a question or bring up an insight. Don’t be surprised

© Dark Horse Consulting and Coaching, 2014

Valuative Thinking Knowing and understanding

the underlying values, beliefs and attitudes of others.

Working to incorporate a balance of interests.

Using intuition to sense the needs of others.

Thinking of multiple stakeholders and their needs

Example: Diversity awareness or

Supply Chain Analysis

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Page 23: Applied Strategic Thinking · Strategic thinking flourishes in group settings. Interactive process—don’t hesitate to ask a question or bring up an insight. Don’t be surprised

© Dark Horse Consulting and Coaching, 2014 23

Supply Chain

Analysis

Sub-Tier Supplier

Supplier

Distributor Receiving

Factory or Office

Competitor

Analysis

Page 24: Applied Strategic Thinking · Strategic thinking flourishes in group settings. Interactive process—don’t hesitate to ask a question or bring up an insight. Don’t be surprised

© Dark Horse Consulting and Coaching, 2014

Strategic Thinking Model

Stuart Wells’

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Page 25: Applied Strategic Thinking · Strategic thinking flourishes in group settings. Interactive process—don’t hesitate to ask a question or bring up an insight. Don’t be surprised

© Dark Horse Consulting and Coaching, 2014

Strategic Thinking Cycle

Source: Choosing the Future by Stuart Wells

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Perceiving

Under- standing

Reasoning

Handout: “Creating a Strategy: Questions for Critical Thinking”

Page 26: Applied Strategic Thinking · Strategic thinking flourishes in group settings. Interactive process—don’t hesitate to ask a question or bring up an insight. Don’t be surprised

© Dark Horse Consulting and Coaching, 2014

Perceiving: What seems to be happening?

Source: Choosing the Future by Stuart Wells

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Current Reality

Acquiring Insight

Developing Foresight

Page 27: Applied Strategic Thinking · Strategic thinking flourishes in group settings. Interactive process—don’t hesitate to ask a question or bring up an insight. Don’t be surprised

© Dark Horse Consulting and Coaching, 2014

Understanding : What possibilities do we face?

Source: Choosing the Future by Stuart Wells

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Current reality

Identify Strategic Levers

Match levers to

capabilities

Page 28: Applied Strategic Thinking · Strategic thinking flourishes in group settings. Interactive process—don’t hesitate to ask a question or bring up an insight. Don’t be surprised

© Dark Horse Consulting and Coaching, 2014

Reasoning : What are we going to do about it?

Source: Choosing the Future by Stuart Wells

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Current Strategy

Choosing a core strategy

Making the Strategy

work

Page 29: Applied Strategic Thinking · Strategic thinking flourishes in group settings. Interactive process—don’t hesitate to ask a question or bring up an insight. Don’t be surprised

© Dark Horse Consulting and Coaching, 2014

“The mind

never thinks

without a

picture.”

Vision

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Action

Page 30: Applied Strategic Thinking · Strategic thinking flourishes in group settings. Interactive process—don’t hesitate to ask a question or bring up an insight. Don’t be surprised

© Dark Horse Consulting and Coaching, 2014

Process

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Understand

Perceive

Reason

Page 31: Applied Strategic Thinking · Strategic thinking flourishes in group settings. Interactive process—don’t hesitate to ask a question or bring up an insight. Don’t be surprised

© Dark Horse Consulting and Coaching, 2014

Strategic Thinking Exercise—Creating the

“Picture” In a small group of 3-4, select

one person to be the “Client”

One person is the Facilitator

One person is the Client’s

Recorder

The Facilitator guides the Client through the questions in the strategic

thinking model.

The Recorder captures input from the Client on paper or chart paper.

Answer as many of the questions as you are able.

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Page 32: Applied Strategic Thinking · Strategic thinking flourishes in group settings. Interactive process—don’t hesitate to ask a question or bring up an insight. Don’t be surprised

© Dark Horse Consulting and Coaching, 2014

Turning Thought into Action

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What are the notes telling you about your next step related to the central issue or question?

Are there question marks telling you to gather more information? What additional information do you need to obtain? Where can you get that information?

What are you going to do next to move forward?

If you perceive key obstacles, what are they?

Identify the top 2 – 3 obstacles.

Brainstorm 5 – 6 things you can you do to overcome the obstacles.

Page 33: Applied Strategic Thinking · Strategic thinking flourishes in group settings. Interactive process—don’t hesitate to ask a question or bring up an insight. Don’t be surprised

© Dark Horse Consulting and Coaching, 2014

Action Steps

What are the next

steps of your strategic

thinking process that

will lead you to action

planning?

What are the

immediate next steps

you will need to take?

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Page 34: Applied Strategic Thinking · Strategic thinking flourishes in group settings. Interactive process—don’t hesitate to ask a question or bring up an insight. Don’t be surprised

© Dark Horse Consulting and Coaching, 2014

Key Learning

As a result of your

using the Strategic

Thinking Model,

what did you

learn?

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Page 35: Applied Strategic Thinking · Strategic thinking flourishes in group settings. Interactive process—don’t hesitate to ask a question or bring up an insight. Don’t be surprised

© Dark Horse Consulting and Coaching, 2014

Evaluation Please complete the

evaluation form.

Provide any additional

feedback that you think

can make this session

better.

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Page 36: Applied Strategic Thinking · Strategic thinking flourishes in group settings. Interactive process—don’t hesitate to ask a question or bring up an insight. Don’t be surprised

© Dark Horse Consulting and Coaching, 2014

Selected Bibliography

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Article: “What Gifted Strategic Thinkers Do”, by Peter

Linkow, Training & Development Journal, 1999

Choosing the Future, by Stuart Wells, 1998.

“Creating A Strategy: Questions for Critical

Thinking”, Dark Horse Consulting and Coaching,

Sacramento, CA 2014