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WORKBOOK

IA PART 1 WORKBOOK

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Page 1: IA PART 1 WORKBOOK

WORKBOOK

Page 2: IA PART 1 WORKBOOK

Me

My name is...

I have connected with...

This weekend I want to...

My purpose is...

My intention is...

My favorite toy when I was 5 was...

My buddy’s name is I am going to support my buddy by...

I have connected with...

I have connected with...

I have connected with...

I have connected with...

I have connected with...

I have connected with...

I have connected with...

I have connected with...

I have connected with...

I have connected with...

I have connected with...

My team is...

MM

Connects

Page 3: IA PART 1 WORKBOOK

Cosmology

Essence

Human Nature

What were you born to do? What is your reason

for existing? What special sauce do you bring to any situation? Where do you

serve best?

So what is the point of human existence?

Why are we here? What are we born to

do?

When are you most in your element? When have you resonated with the best part of

human nature? What have you learnt on

your journey to teach others?

How do you see the nature of reality? How is the cosmos

structured?

Purpose

Spiral 0

Page 4: IA PART 1 WORKBOOK

Purpose

Vision & Values

Skills & Talents

IntentionWhat is your focused

strategic intent? What (emerging) need do you want to solve in the next 2-3 years?

With this purpose in mind, what value do you offer the world -

unique skills, experiences, talents

and capacities? Where do you have virtuosity?

Harnessing these, what is your vision for a better world in 5-7 years time in the

context of the world’s problems? What 4

qualities do you value most in this vision?

What is your reason for existing? What

special sauce do you bring to any

situation? Where do you serve best?

Spiral 1

Page 5: IA PART 1 WORKBOOK

The Problem

Breakthrough Opportunity

Conventional Mindset

Conventions /Assumptions

ConventionalExplanation

Breakthrough Insights

Breakthrough Proposition

Breakthrough Mindset

It is too costly to scale empowerment

training / coaching to those in need

Lack of empowerment leading to unemployment, under-achievement, stress

etc.

To scale we need to train millions of empowerment professionals

Experts (professionals)

vs. Users

Peer to peer leadership frameworks

WECREATE Toolkit

Given the right tools, peers can empower

each other

We are all experts at

human development

Myth Busting

Page 6: IA PART 1 WORKBOOK

The Problem

Breakthrough Idea

Conventional Mindset

Conventions /Assumptions

ConventionalExplanation

Breakthrough Insights

Breakthrough Proposition

Breakthrough Mindset

Myth Busting

6

Page 7: IA PART 1 WORKBOOK

Elements of Value

OPTIMAL

Value Recombination

7

Optimal

Page 8: IA PART 1 WORKBOOK

The Elevating Pitch

For , who needs or desires

but ,

is a that .

Unlike , the offering

so

8

.

Page 9: IA PART 1 WORKBOOK

What is the problem (in human terms)?

What is the key breakthrough proposition? For Who; What; How; When?

What are the myths or conventions underlying these?

What are the breakthrough insights?

Which vested interests, influencers and power players could become collaborators in creating positive transformation?

What are the key sweet spots in the system that must be targeted beyond simply the value proposition?

How could you increase accessibility, availability, usability or enjoyability of existing value propositions which meet the need?

What would you have to deliver less of to create more scale or accessibility? How could users deliver some or all of the value proposition?

What are the root causes of the problem?

What is the win win win for ensuring this happens?

What is the breakthrough idea?

Breakthrough Concept

9

Page 10: IA PART 1 WORKBOOK

Intention

Breakthrough Idea

Breakthrough Insights

What it is product / service and what it will do? How will

people use it? What is its form, function and

features?

What do you know about the space that is unique and runs contrary to your competitors and

historical convention?

What would transform the system

at scale?

BreakthroughProposition

Spiral 2

What is your focused and strategic intent?

What (emerging) need do you want to solve in the next 2-3 years? Why is it not being solved by your

competitors?

10

Page 11: IA PART 1 WORKBOOK

Impact Model Canvas

Growth Systems

What systems do we need to have in place to reach maximum scale? What people structures do we need to service this delivery model? How can we deploy these over

time to achieve our goals?

Growth Systems

What systems do we need to have in place to reach maximum scale? What people structures do we need to service this delivery model? How can we deploy these over

time to achieve our goals?

Growth Systems

What systems do we need to have in place to reach maximum scale? What people structures do we need to service this delivery model? How can we deploy these over

time to achieve our goals?

Growth Systems

What systems do we need to have in place to reach maximum scale? What people structures do we need to service this delivery model? How can we deploy these over

time to achieve our goals?

Brand StrategyWhat over-arching and engaging story are we going to tell to engage people? How do

we appeal to heard, heart and hand in a distinctive and authentic way How are we going to start and maintain conversations?

Brand StrategyWhat over-arching and engaging story are we going to tell to engage people? How do

we appeal to heard, heart and hand in a distinctive and authentic way How are we going to start and maintain conversations?

Brand StrategyWhat over-arching and engaging story are we going to tell to engage people? How do

we appeal to heard, heart and hand in a distinctive and authentic way How are we going to start and maintain conversations?

Brand StrategyWhat over-arching and engaging story are we going to tell to engage people? How do

we appeal to heard, heart and hand in a distinctive and authentic way How are we going to start and maintain conversations?

Culture & Character

How do people have to behave during ‘business as

usual’ to deliver on the Activities, Resources &

Partnerships? How does this connect with our values, vision and org

intent? What ownership structures do you need to ensure congruence and

maximize impact?

Collaboration

Who are our key collaborators without

which we could not achieve our strategy? What power

players can we bring on board to deliver change at

scale? Which Resources and Activities do they bring? What are their

motivations for collabortion? What could

get in the way?

Collaboration

Who are our key collaborators without

which we could not achieve our strategy? What power

players can we bring on board to deliver change at

scale? Which Resources and Activities do they bring? What are their

motivations for collabortion? What could

get in the way?

Actions

What Activities do our Value Propositions

require? Our Delivery Channels? Our Fundraising

Strategy? Our Growth Strategy? What do we have

to do to keep our collaboration and networks

intact? Our culture healthy?

Value Proposition

What value do we deliver to the user? What benefits

are we making more accessible, usable or

enjoyable? How is this different from our

‘competitors’? What are the mission-critical elements of the user

experience?

ChannelsDistribution &

Marketing

Through which Channels are we going to reach and keep in communication with our users? Which ones work best? Which ones are most cost-efficient? How are we integrating them with user habits? How can we reach scale?

Users

For whom are we creating value? What needs are we focused on relieving? What problems are we helping to

solve?

Users

For whom are we creating value? What needs are we focused on relieving? What problems are we helping to

solve?

Locality

What is the local context? What impacts user beliefs,

values and behaviors? What are existing

behaviours & cultural codes we can tap into or piggy-

back on?

Culture & Character

How do people have to behave during ‘business as

usual’ to deliver on the Activities, Resources &

Partnerships? How does this connect with our values, vision and org

intent? What ownership structures do you need to ensure congruence and

maximize impact?

Collaboration

Who are our key collaborators without

which we could not achieve our strategy? What power

players can we bring on board to deliver change at

scale? Which Resources and Activities do they bring? What are their

motivations for collabortion? What could

get in the way?

Collaboration

Who are our key collaborators without

which we could not achieve our strategy? What power

players can we bring on board to deliver change at

scale? Which Resources and Activities do they bring? What are their

motivations for collabortion? What could

get in the way?

Actions

What Activities do our Value Propositions

require? Our Delivery Channels? Our Fundraising

Strategy? Our Growth Strategy? What do we have

to do to keep our collaboration and networks

intact? Our culture healthy?

Value Proposition

What value do we deliver to the user? What benefits

are we making more accessible, usable or

enjoyable? How is this different from our

‘competitors’? What are the mission-critical elements of the user

experience?

ChannelsFunding & Advocacy

Through which Channels are we going to reach and keep in communication with our donors and policy makers? Which ones work best? Which ones are most cost-efficient? How are we integrating them with user habits? How can we reach scale?

Funders

Who are our most important donors and

funders? What needs are they focused on meeting?

Funders

Who are our most important donors and

funders? What needs are they focused on meeting?

Locality

What is the local context? What impacts user beliefs,

values and behaviors? What are existing

behaviours & cultural codes we can tap into or piggy-

back on?

Culture & Character

How do people have to behave during ‘business as

usual’ to deliver on the Activities, Resources &

Partnerships? How does this connect with our values, vision and org

intent? What ownership structures do you need to ensure congruence and

maximize impact?

Collaboration

Who are our key collaborators without

which we could not achieve our strategy? What power

players can we bring on board to deliver change at

scale? Which Resources and Activities do they bring? What are their

motivations for collabortion? What could

get in the way?

Collaboration

Who are our key collaborators without

which we could not achieve our strategy? What power

players can we bring on board to deliver change at

scale? Which Resources and Activities do they bring? What are their

motivations for collabortion? What could

get in the way?

Actions

What Activities do our Value Propositions

require? Our Delivery Channels? Our Fundraising

Strategy? Our Growth Strategy? What do we have

to do to keep our collaboration and networks

intact? Our culture healthy?

Value Proposition

What value do we deliver to the user? What benefits

are we making more accessible, usable or

enjoyable? How is this different from our

‘competitors’? What are the mission-critical elements of the user

experience?

ChannelsFunding & Advocacy

Through which Channels are we going to reach and keep in communication with our donors and policy makers? Which ones work best? Which ones are most cost-efficient? How are we integrating them with user habits? How can we reach scale?

Funders

Who are our most important donors and

funders? What needs are they focused on meeting?

Funders

Who are our most important donors and

funders? What needs are they focused on meeting?

Globe

What is the global context within which we are

working? What impacts potential and current

donor beliefs, values and behaviors?

Culture & Character

How do people have to behave during ‘business as

usual’ to deliver on the Activities, Resources &

Partnerships? How does this connect with our values, vision and org

intent? What ownership structures do you need to ensure congruence and

maximize impact?

Collaboration

Who are our key collaborators without

which we could not achieve our strategy? What power

players can we bring on board to deliver change at

scale? Which Resources and Activities do they bring? What are their

motivations for collabortion? What could

get in the way?

Collaboration

Who are our key collaborators without

which we could not achieve our strategy? What power

players can we bring on board to deliver change at

scale? Which Resources and Activities do they bring? What are their

motivations for collabortion? What could

get in the way?Resources

What Resources (stuff, people, infrastructure) does out Value Proposition require? Our Delivery Channels? Our Funding Channels? Our Fundraising Strategy? Our Growth Strategy? Our partnerships?

Value Proposition

What value do we deliver to the user? What benefits

are we making more accessible, usable or

enjoyable? How is this different from our

‘competitors’? What are the mission-critical elements of the user

experience?

ChannelsFunding & Advocacy

Through which Channels are we going to reach and keep in communication with our donors and policy makers? Which ones work best? Which ones are most cost-efficient? How are we integrating them with user habits? How can we reach scale?

Funders

Who are our most important donors and

funders? What needs are they focused on meeting?

Funders

Who are our most important donors and

funders? What needs are they focused on meeting?

Globe

What is the global context within which we are

working? What impacts potential and current

donor beliefs, values and behaviors?

People, Planet, Play Costs

What social and environmental costs are a

direct or indirect outcome of our Key Activities and Key

Resources? How can we mitigate against this?

People, Planet, Play Costs

What social and environmental costs are a

direct or indirect outcome of our Key Activities and Key

Resources? How can we mitigate against this?

Financial Costs

What are the most important costs inherent in our delivery model? Which Key Resources are most

expensive? Which Key Activities are most expensive? What do we need to invest in to ensure our purpose is

achieved?

Financial Costs

What are the most important costs inherent in our delivery model? Which Key Resources are most

expensive? Which Key Activities are most expensive? What do we need to invest in to ensure our purpose is

achieved?

Revenue Streams & Pricing

What are our revenue streams? What prices are we charging? What value are our funders / donors / users

really willing to pay? How much does each Revenue Stream contribute to overall revenues? What is break-even

target?

Revenue Streams & Pricing

What are our revenue streams? What prices are we charging? What value are our funders / donors / users

really willing to pay? How much does each Revenue Stream contribute to overall revenues? What is break-even

target?

Revenue Streams & Pricing

What are our revenue streams? What prices are we charging? What value are our funders / donors / users

really willing to pay? How much does each Revenue Stream contribute to overall revenues? What is break-even

target?

People, Planet, Play Impacts

What outcomes do we value most for our target users? What behaviours and beliefs do we want to change?

How can we measure these accurately and cost-effectively? Is there a way to include measurement

within the user experience?

People, Planet, Play Impacts

What outcomes do we value most for our target users? What behaviours and beliefs do we want to change?

How can we measure these accurately and cost-effectively? Is there a way to include measurement

within the user experience?

Page 12: IA PART 1 WORKBOOK

Impact Model Canvas

Growth SystemsGrowth SystemsGrowth SystemsGrowth Systems Brand StrategyBrand StrategyBrand StrategyBrand Strategy

Culture & Character

CollaborationsCollaborations Actions Value Proposition

ChannelsDistribution &

Marketing

UsersUsers LocalityCulture & Character

CollaborationsCollaborations Actions Value Proposition

ChannelsFunding & Advocacy

FundersFunders

LocalityCulture & Character

CollaborationsCollaborations Actions Value Proposition

ChannelsFunding & Advocacy

FundersFunders Globe

Culture & Character

CollaborationsCollaborations

Resources

Value Proposition

ChannelsFunding & Advocacy

FundersFunders Globe

People, Planet, Play Costs

People, Planet, Play Costs

Financial CostsFinancial Costs Revenue Streams & PricingRevenue Streams & PricingRevenue Streams & Pricing People, Planet, Play ImpactsPeople, Planet, Play Impacts

12

Page 13: IA PART 1 WORKBOOK

DisruptiveProposition

Scale Model

Revenue Model

How will value be delivered and scaled?

What assumptions have you made about

this?

What are all the funding and revenue streams? How can you leverage your

value / assets? Who will you charge and

how much?

What positive service will you deliver for

society, the environment and the

flourishing of the team?

People Planet Play Model

What it is product / service and what it

will do?Prototype

Spiral 3

MVP

13

Page 14: IA PART 1 WORKBOOK

STA

GE

FOCU

SKE

Y Q

UES

TIO

NS

THE

PRO

JECT

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Wha

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?

Impa

ct S

tory

14