Weekly Posts and Insights

Pre-Season Strategic Planning: Discover Before You Decide With Surveys
Surveys and assessments are essential tools for gathering meaningful feedback that informs strategic planning, decision-making, and organizational improvement. This blog explores how to design effective surveys, avoid common pitfalls like survey fatigue, and build trust by using and communicating results. Learn the types of surveys to consider—and why feedback is a gift that should shape, not just support, your leadership.

Pre-Season Strategic Planning: Discover Before You Decide with SWOT Analysis
Kick off your strategic planning season with two essential tools: SWOT analysis and surveys. This blog explores how to facilitate meaningful SWOT sessions, engage stakeholders across sectors, and use dot voting to identify top priorities. Start with data-driven discovery to guide future decisions and build trust throughout your organization or community.

Pre Season Strategic Planning: White Papers and Executive Memos
As we hit the middle of summer, organizations should start to prepare for a new fiscal year and big picture planning; this is an ideal season to engage in strategic planning. We often encourage our clients: before setting your sights on bold goals and new horizons, you need to ground your team in knowledge, insight, and shared understanding. That work begins with curiosity about your organization, its history, its people, and the context in which it operates.

Strategic Planning Season: The Importance of Vision in Uncertain Times
This post explores the critical role of strategic planning and visioning in helping organizations navigate uncertainty and long-term challenges. It emphasizes the importance of staying at a strategic level, resisting the pull toward immediate tactical fixes, and focusing on the pillars that drive success: leadership, innovation, operations, and customer focus. With actionable steps and insights, it provides a framework for crafting meaningful, future-oriented plans that transform strategic dreams into achievable realities.

Mastering First Steps in Community Change and Transformation
Expanding upon the element of the F in the formula, or First Steps (DxVxF>R), it's crucial to understand that this phase is where the rubber meets the road in implementing change. Simply talking about change isn't enough; action must be taken to initiate the transformation process.

Navigating Change: The Different Styles of People and How They Deal with Change
Navigating the dynamics of change with insights into different change styles—Conserver, Pragmatist, and Originator. Discover how understanding these styles can empower leaders to navigate change effectively and foster a culture of innovation and growth in their communities.

Why Vulnerability Matters When Creating A Vision
Relationships matters when creating a vision for your organizations because you cannot create a vision without being innovative, creative and ready for change. Brene Brown once wrote about vulnerability saying, “Vulnerability is the birthplace of innovation, creativity and change.” Vulnerability is the ability to handle uncertainty, to take risks and most importantly embrace emotional exposure. This makes sense. Are you more likely to risk sounding “in left field” if you trust the team you’re with and can be vulnerable around them? Would you mention the “unmentionable” at a board retreat if you trusted that the board members have your best intentions at heart? How can we ask people to tell us their best, perhaps wackiest ideas if they can’t be vulnerable around us?

Preparing for Strategic Planning Season After A Pandemic
August is a time when a board or organization should start to look at their strategic plan and decide whether they need to update it or create a new one. One such organization did reach out, having not a lot of other options, and decided to work with me on their strategic plan. Here’s what we did in 30 days…