Appreciative Strategic Action Planning Design Elements

November 18 , 2008Roberta Peirick

Defining the Work and Desired Impact• One hour interview with the client to define the scope and scale of work,

the desired impact and outcomes, and the contract criteria.• Reviewing and understanding the governance and BBB documents to

move into designing an appreciative action planning session for the full board.( 3 hours)

• Selecting appropriate activities and data to share in the strategic planning session with the Vice Chair of the foundation. (4 hours)

• Scaling the work to the audience, size of the group, time window and meeting space.(2 hours)

• Managing agenda’s , communication to the board members and confirming logistics of the meeting. (2 hours)

• Organizing handouts and materials (1 hour)• Setting the room before the meeting, flip charting, timeline and organizing

material. (1 hour)

Key Information for Design

• Board has face to face meetings twice a year.

• Group of 19 Directors. • Volunteer directors of

the board, mostly corporate leaders.

• Foundation is less than four years old.

• Assessment of board effectiveness is the starting point for this project.

• New chair would like to define the work of the board for 2009/2010.

• Session is 3 ½ hours.

Overview of the steps involved & where Appreciative Strategic Planning was used

Strategic Strategic action action

planning planning before before making making

changes to changes to organizationorganizational structureal structure

Key Concepts in the development of Appreciative Strategic Planning

1. Political Decision Making Model2. The ABC’s of Strategic Planning Model3. SOAR-Jackie Stavros4. Timeline 5. Back casting6. Action Planning

Overview of the Appreciative Strategic Planning Session

• Assets/Achievements• Assessments/Snapshots• Aspirations• Action Planning