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‘The pessimist complains
about the wind
The optimist expects it to
change
The leader adjusts the sails’
Real Time Strategic Change
     Learning Series
         Session I
       February 18, 2009
Who is Here?


  • First and last name
  • Where are you logging in from (and if
    different, where you live)
  • How you’re feeling today
  • Best movie you’ve seen recently    and
    why
Consultant, Author, Teacher, and Learner

•   Executive                        •   Corning
    Excellence                       •   Ford

•   Consulting to                    •   Marriott
    Management
                                     •   Mobil
•   Leader to
    Leader                           •   National Health
                                         Service (UK)
•   New York Times
                                     •   National Forest
•   Strategy and                         Service (US)
    Leadership
                                     •   New York City
•   Strategic HR
    Review
Winds of Change Group...


We help people get clear, connected,                 committed,
               and achieving common goals.

Three ways we make a difference:
•   Partner with you throughout your change effort
•   Get hundreds of people making needed changes in days
•   Help you make fast and lasting changes on your own
Who Here Has Already Participated
in a Webinar?
What tips and advice would you offer the rest
of us based on your experience?
Series Purpose


    To learn how to make the future
    happen faster in all of your
    change work.
Series Outcomes
  •   Understand and be able to apply the six RTSC
      principles to accelerate all of your change work

  •   Know the best ways, best times, and best people to
      include in your change work to achieve the best
      results

  •   Understand how to identify key leverage points to
      accelerate your change work

  •   Gain insights that you can act on right away

  •   Know ways that you can support or sabotage your
      efforts
Session I Purpose

      To set you up for success in the
      Series by:
  •    Beginning to build our Learning
       Community
  •    Getting an overview of RTSC
  •    Understanding how the course can
        meet your unique needs
Session I Outcomes

 •   Clarify what you want to learn during the Series
 •   Understand how to best leverage the ways we’ll be
     working together for your own learning
 •   Appreciate the depth and breadth of RTSC work
 •   Recognize how RTSC is the same and how it’s
     different from your current change work
 •   See how RTSC can be applied in any situation
Agenda
•   Welcome/Introductions

•   How We’re Going to Work Together

•   RTSC Evolution and History

•   What is RTSC?

•   Ways and Places RTSC Has Been Applied

•   Integrating RTSC Into Your Current Work
What Led You To Sign Up For This
Series?
What Will Make You Say... “Wow!
This was Awesome!”
How We’re Going to Work Together
On-Line Learning

  •   Material Presented

  •   Questions and Answers

  •   “Buddy” / Breakout Work

  •   Virtual Think Tank
How We’re Going to Work Together:
Off-Line Learning

 •   Review Archived Sessions


 •   Applying insights, ideas to your daily work


 •   “Buddy” chats
History and Evolution of RTSC
A Real Time Strategic Change Story...


 •   Three people working...

       •   “I am cutting a stone”

       •   “I am cutting a corner stone”

       •   “I am building a cathedral”
The Essence of Real Time Strategic Change

  quot;I know no safe depositary of the ultimate powers
  of the society but the people themselves; and if
  we think them not enlightened enough to exercise
  their control with a wholesome discretion, the
  remedy is not to take it from them, but to inform
  their discretion...
  Thomas Jefferson, 1820
What is Real Time Strategic Change?
Real Time Strategic Change Principles
          Think and act in real time                                    Get clear on your preferred future
          Live in your future and plan for it at the                    Combine the best of your past and present
          same time. When you think and act as if                       and compelling visions for your desired future.
          you were already the organization you                         When you build this integrated picture, people
          want to become, your desired future                           are energized to make it real.
          happens faster.
                                                                  Preferred
                                                       Real       Future
                                                       Time                             Create community
Engage and include                                                                      Ensure people feel allegiance to their
                                                                      Create
Clear direction with limited inclusion                  All                             respective part of the organization
and broad-based participation can both                                Community
                                                                                        and allegiance to the larger whole.
be engaging. Keep asking, “Who are                     RTSC
                                                                                        When these dual alliances exist,
the key stakeholders and how can we         Engagement Work                             people collaborate as part of
engage them?” to build commitment                                                       something larger than themselves
and ensure you get the right answers                                                    that they have created and believe in.
for your organization.
                                                                    Build
                                                   Reality is a     Understanding
      Make reality a key driver                    key driver
      Expand your thinking by looking outside your                            Build understanding
      organization to gain perspective and focus inside                       Share information that needs to be common
      your organization to gain insight. When people                          throughout the entire organization and restrict
      maintain these two points of view, they make                            custom information that meets unique needs
      more informed decisions and are better                                  to specific parts. When people understand
      prepared to respond to emerging issues and                              the big picture and how their work is related,
      opportunities.                                                          it leads to aligned action.
Real Time Strategic Change
Areas of Work

                     Scoping
                    Possibilities



                                        Creating
                                    Organization-Wide
    Developing                         Congruence
    and Aligning
    Leadership
Some Features of RTSC
•   Future Happens Faster

•   Purpose and Outcomes Driven

•   Principle Based

•   Great Flexibility in Application

•   Multiple Roles for Everybody

•   Systems Perspective

•   Highly Inclusive / Freely Shared Data

•   Builds Sustainable Organizational Capacity
How is RTSC the Same and Different
From Your Current Practice?
Ways and Places RTSC Has Been Applied
on a Large Scale
Ways and Places RTSC Has Been Applied
on a Small Scale

•   Senior Leadership Strategy Development

•   Coaching

•   Conflict Resolution

•   Career Planning

•   Staff Meetings

•   Speaking/Presentations
Any Other Ideas...?
Consulting Critical Success Factors
For RTSC Work...
 •   Think and act as if the future were now
 •   Work in your part of the system; focus on the whole
     system
 •   Clear purpose and outcomes for all work
 •   “The many” design for “the many”
 •   The more you live the RTSC principles, the faster you
     create your preferred future
 •   Change work is real work; real work is change work
 •   Move what might traditionally happen further
     downstream back upstream in the process
Leadership Critical Success Factors
For RTSC Work
 •   Formal and informal leaders need to:

     •   Understand the scope and scale of the work before
         them

     •   Find opportunities to display visible, tangible
         commitment to the effort

     •   Dedicate time, energy, and significant
         organizational resources

     •   Do their daily work in ways that are congruent with
         the organization's preferred future
Integrating RTSC Into Your Current Work --
Getting Clear About Purpose and Outcomes
Why Bother With Purpose and Outcomes?
   •   Clarifies what to include / exclude
   •   Guides what to do, whom to involve, what discussions to
       have, and what decisions to make

   •   Scales from organization, to change effort, to initiative,
       to event, to meeting, to conversation
   •   Reduces anxiety – clear what you are up to
   •   Answers the question “Why bother?”
   •   Helps resist the seduction of going straight to activities
Examples of Purpose Statements
Vague Purpose
    • To make the place better
Limiting Purpose
    • To improve our working relationships so we can become a
       world-class organization

Purpose With Meaning For Senior Management Only
    • To achieve improvements of $30 million
Purpose With Meaning For Everyone
    • To improve the performance, efficiency, quality, and
      satisfaction of patients and employees of our hospital
“Case Study” Purpose


  Improve the concept and approach we will use for

  Team Development for the Execution Phase of our

  Strategic Planning.
“Case Study” Outcomes

•   Understand how we got in the room today
    • The Execution Phase of the Strategic Planning effort
    • The structure of teams in this Phase, how they relate to each
        other, and what their job is
    • Additional resources I believe will make us more effective in
        this Phase of work.
•   Understand the approaches we’re planning on using going
     forward
    • What they are
    • How they have helped other Strategic Planning processes
    • How they can help the teams who will be leading the next
        stage of planning and implementation of our Strategic Plan
Purpose and Outcomes: “Buddy Work”

 1. Identify a current project that would benefit from RTSC

 2. Who are the key stakeholders in this work?

 3. How would they define success?

 4. What would bring “greater health” to the system?

 5. Capture these ideas in a clear, simple statement

   •   Remember to focus on results, not activities

   •   Use the “5 Why” approach
Getting to a Purpose Statement
To have a great set of slides for Session I
    • Why?
To make it easy for people to follow along
    • Why?
So that people “feel smart”
    • Why?
So everyone has a good start to the Series
    • Why?

To set you up for success in the Series
Pulse Check: What Worked For You?
Pulse Check: What can we do to improve for
            o



Session II?
Additional Resources

• Learning Series “After Hours” Chat Room
  http://virtualthinktank.ning.com/group/
  realtimestrategicchangelearningseries


• Winds of Change Group Website
  http://windsofchangegroup.com



• Winds of Change Group Blog
  http://windsofchangegroup.typepad.com/blog/
See You Online and at Session II of
 the Real Time Strategic Change
        Learning Series!
      Session II: March 23
      Session III: April 24
      Session IV: May 18

      All Sessions Begin at 1:00 PM EST

      (Please reserve 90 minutes for each session)

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Real Time Strategic Change Session I

  • 1. ‘The pessimist complains about the wind The optimist expects it to change The leader adjusts the sails’
  • 2. Real Time Strategic Change Learning Series Session I February 18, 2009
  • 3. Who is Here? • First and last name • Where are you logging in from (and if different, where you live) • How you’re feeling today • Best movie you’ve seen recently and why
  • 4. Consultant, Author, Teacher, and Learner • Executive • Corning Excellence • Ford • Consulting to • Marriott Management • Mobil • Leader to Leader • National Health Service (UK) • New York Times • National Forest • Strategy and Service (US) Leadership • New York City • Strategic HR Review
  • 5. Winds of Change Group... We help people get clear, connected, committed, and achieving common goals. Three ways we make a difference: • Partner with you throughout your change effort • Get hundreds of people making needed changes in days • Help you make fast and lasting changes on your own
  • 6. Who Here Has Already Participated in a Webinar?
  • 7. What tips and advice would you offer the rest of us based on your experience?
  • 8. Series Purpose To learn how to make the future happen faster in all of your change work.
  • 9. Series Outcomes • Understand and be able to apply the six RTSC principles to accelerate all of your change work • Know the best ways, best times, and best people to include in your change work to achieve the best results • Understand how to identify key leverage points to accelerate your change work • Gain insights that you can act on right away • Know ways that you can support or sabotage your efforts
  • 10. Session I Purpose To set you up for success in the Series by: • Beginning to build our Learning Community • Getting an overview of RTSC • Understanding how the course can meet your unique needs
  • 11. Session I Outcomes • Clarify what you want to learn during the Series • Understand how to best leverage the ways we’ll be working together for your own learning • Appreciate the depth and breadth of RTSC work • Recognize how RTSC is the same and how it’s different from your current change work • See how RTSC can be applied in any situation
  • 12. Agenda • Welcome/Introductions • How We’re Going to Work Together • RTSC Evolution and History • What is RTSC? • Ways and Places RTSC Has Been Applied • Integrating RTSC Into Your Current Work
  • 13. What Led You To Sign Up For This Series?
  • 14. What Will Make You Say... “Wow! This was Awesome!”
  • 15. How We’re Going to Work Together On-Line Learning • Material Presented • Questions and Answers • “Buddy” / Breakout Work • Virtual Think Tank
  • 16. How We’re Going to Work Together: Off-Line Learning • Review Archived Sessions • Applying insights, ideas to your daily work • “Buddy” chats
  • 18. A Real Time Strategic Change Story... • Three people working... • “I am cutting a stone” • “I am cutting a corner stone” • “I am building a cathedral”
  • 19. The Essence of Real Time Strategic Change quot;I know no safe depositary of the ultimate powers of the society but the people themselves; and if we think them not enlightened enough to exercise their control with a wholesome discretion, the remedy is not to take it from them, but to inform their discretion... Thomas Jefferson, 1820
  • 20. What is Real Time Strategic Change?
  • 21. Real Time Strategic Change Principles Think and act in real time Get clear on your preferred future Live in your future and plan for it at the Combine the best of your past and present same time. When you think and act as if and compelling visions for your desired future. you were already the organization you When you build this integrated picture, people want to become, your desired future are energized to make it real. happens faster. Preferred Real Future Time Create community Engage and include Ensure people feel allegiance to their Create Clear direction with limited inclusion All respective part of the organization and broad-based participation can both Community and allegiance to the larger whole. be engaging. Keep asking, “Who are RTSC When these dual alliances exist, the key stakeholders and how can we Engagement Work people collaborate as part of engage them?” to build commitment something larger than themselves and ensure you get the right answers that they have created and believe in. for your organization. Build Reality is a Understanding Make reality a key driver key driver Expand your thinking by looking outside your Build understanding organization to gain perspective and focus inside Share information that needs to be common your organization to gain insight. When people throughout the entire organization and restrict maintain these two points of view, they make custom information that meets unique needs more informed decisions and are better to specific parts. When people understand prepared to respond to emerging issues and the big picture and how their work is related, opportunities. it leads to aligned action.
  • 22. Real Time Strategic Change Areas of Work Scoping Possibilities Creating Organization-Wide Developing Congruence and Aligning Leadership
  • 23. Some Features of RTSC • Future Happens Faster • Purpose and Outcomes Driven • Principle Based • Great Flexibility in Application • Multiple Roles for Everybody • Systems Perspective • Highly Inclusive / Freely Shared Data • Builds Sustainable Organizational Capacity
  • 24. How is RTSC the Same and Different From Your Current Practice?
  • 25. Ways and Places RTSC Has Been Applied on a Large Scale
  • 26. Ways and Places RTSC Has Been Applied on a Small Scale • Senior Leadership Strategy Development • Coaching • Conflict Resolution • Career Planning • Staff Meetings • Speaking/Presentations
  • 28. Consulting Critical Success Factors For RTSC Work... • Think and act as if the future were now • Work in your part of the system; focus on the whole system • Clear purpose and outcomes for all work • “The many” design for “the many” • The more you live the RTSC principles, the faster you create your preferred future • Change work is real work; real work is change work • Move what might traditionally happen further downstream back upstream in the process
  • 29. Leadership Critical Success Factors For RTSC Work • Formal and informal leaders need to: • Understand the scope and scale of the work before them • Find opportunities to display visible, tangible commitment to the effort • Dedicate time, energy, and significant organizational resources • Do their daily work in ways that are congruent with the organization's preferred future
  • 30. Integrating RTSC Into Your Current Work -- Getting Clear About Purpose and Outcomes Why Bother With Purpose and Outcomes? • Clarifies what to include / exclude • Guides what to do, whom to involve, what discussions to have, and what decisions to make • Scales from organization, to change effort, to initiative, to event, to meeting, to conversation • Reduces anxiety – clear what you are up to • Answers the question “Why bother?” • Helps resist the seduction of going straight to activities
  • 31. Examples of Purpose Statements Vague Purpose • To make the place better Limiting Purpose • To improve our working relationships so we can become a world-class organization Purpose With Meaning For Senior Management Only • To achieve improvements of $30 million Purpose With Meaning For Everyone • To improve the performance, efficiency, quality, and satisfaction of patients and employees of our hospital
  • 32. “Case Study” Purpose Improve the concept and approach we will use for Team Development for the Execution Phase of our Strategic Planning.
  • 33. “Case Study” Outcomes • Understand how we got in the room today • The Execution Phase of the Strategic Planning effort • The structure of teams in this Phase, how they relate to each other, and what their job is • Additional resources I believe will make us more effective in this Phase of work. • Understand the approaches we’re planning on using going forward • What they are • How they have helped other Strategic Planning processes • How they can help the teams who will be leading the next stage of planning and implementation of our Strategic Plan
  • 34. Purpose and Outcomes: “Buddy Work” 1. Identify a current project that would benefit from RTSC 2. Who are the key stakeholders in this work? 3. How would they define success? 4. What would bring “greater health” to the system? 5. Capture these ideas in a clear, simple statement • Remember to focus on results, not activities • Use the “5 Why” approach
  • 35. Getting to a Purpose Statement To have a great set of slides for Session I • Why? To make it easy for people to follow along • Why? So that people “feel smart” • Why? So everyone has a good start to the Series • Why? To set you up for success in the Series
  • 36. Pulse Check: What Worked For You?
  • 37. Pulse Check: What can we do to improve for o Session II?
  • 38. Additional Resources • Learning Series “After Hours” Chat Room http://virtualthinktank.ning.com/group/ realtimestrategicchangelearningseries • Winds of Change Group Website http://windsofchangegroup.com • Winds of Change Group Blog http://windsofchangegroup.typepad.com/blog/
  • 39. See You Online and at Session II of the Real Time Strategic Change Learning Series! Session II: March 23 Session III: April 24 Session IV: May 18 All Sessions Begin at 1:00 PM EST (Please reserve 90 minutes for each session)

Notas do Editor

  1. We can have this on the screen as people join with the music in the background, me on the video, asking people to just use the side chat box as they would when entering a meeting....chit chat, making fun of the presenter, etc. ; > )
  2. Welcome
  3. Denise: We’ll put this up and ask people to introduce themselves in the Table Talk and Ideas chat box while I’m talking. Jake Jacobs, from Los Angeles, CA. I’m in West Lafayette, working with Barry Johnson, feeling really excited to begin this Series, Frost/Nixon -- acting was great and still amazes me it all actually happened
  4. First consulting job at Dooley’s of Ann Arbor
  5. Large scale...companies, communities and countriesBigger, messier the better
  6. Poll with Yes/No voting
  7. Should be able to do as raise hand and audio?
  8. RTSC is an “open platform”Builds on your existing practice and methodsOne thing it can do -- make future happen fasterTrue for individual action, small group conversations, team meetings, large group events
  9. Some may be familiar with principles -- updated definitions; specific tools and methods to apply themParticipation and Direction -- who to involve, how, and whenLeverage points -- Archimedes, 3rd century BC Greek mathematician, physicist, engineer, inventor, and astronomer. “Give me a lever....”Act right away -- Real Time. After each sessionDo’s and Don’ts. Sometimes create own resistance (PM); resistance in physics slows things down; unintended have the same impact
  10. Want this to become second nature, groups of several hundred/table group experienceFocus on the work and learning, make interface work for us instead of other way aroundImportance of learning community -- in it together. You teaching me and each otherAble to explain -- What are you doing in front of the screen? Great marketing for inviting others!
  11. Chat box on this screen for people to fill in
  12. Chat box on this screen for people to fill in
  13. Lay foundation -- RTSC, learning community, your needs; can structure material and how we cover to meet your needsLearning -- “Presentations,” online Q & A, your input/insights in total community, Learning Partner work (online and offline), “After Hours” chat room
  14. The third understands a broader contextUnderstands where his part fits into the wholeSpiritual awakening, not religious but awakening of Spirit - -otherwise would build a baseball park or honky tonk barWarren Schmidt (Koestenbaum) -- cathedrals center of medieval cities, towering overToday, business buildings dominate the landscape: powerful social and economic roleWith power comes responsibility to help people realize their best self, connect to their higher purpose and to create a better world
  15. Tools and Techniques – Design Teams, Max-mix tables, Focus on purpose and outcomesAreas of work – 3 phases of work, good deal of flexibility, will focus on work of each Phase in Session III. Know they are iterative and reinforce each otherPrinciples – Principles hexagon, solid and fixed, use to help understand what is in place and needs to be added to any change effort; story – Sedgwick County, missing Preferred Future, Create Community, Common Understanding, Real TimeApproach to Change – Open system, integrates well with other approaches like Open Space, Future SearchWay of Thinking and Acting – Guides decisions and actions; always choice points in change work; group in NYC having trouble, Reality at forefront – what’s needed to bring greater health?Way of Being – How you see the world (through lens of principles and phases), becomes second nature, a form of unconscious competence. I get asked and can answer why, but like “dogs and their owners”
  16. Breakout Session for 10 minutesTake Notes, Then Paste into Chat Box
  17. Culture change (Ford) Work design (Corning)Strategy Development and Implementation (Mobil)Strategic Implementation (NYC TB)Program / System Design (Corona NAVSEA)Consultative Training (ND Gazprom)Organization Design (NHS Birmingham PCT-Vista
  18. Chat Box: Ask clarifying questions using audio (anyone)
  19. o
  20. oPurpose•oJake To Do: Scale back proposal and change to concept/white paper (what we want to accomplish/background and Gantt chart)Outcomes•Understand how we got in the room today oThe Execution Phase of the Strategic Planning effortoThe structure of teams in this Phase, how they relate to each other, and what their job isoAdditional resources I believe will make us more effective in this Phase of work.♣Carolyn’s To Do’s: •Pull together steps in story and put to paper in some way•Carolyn to create a list/organization chart of teams (including their job/focus)oUnderstanding the approaches we’re planning on using going forward♣What they are♣How they have helped other Strategic Planning processes ♣How they can help the teams who will be leading the next stage of planning and implementation of our Strategic Plan
  21. o
  22. Chat Box
  23. Chat Box