INTRODUCTION TO STRATEGY

Jose Luis Marantes

HOW WHY

Mindful Action

WHAT IS

STRATEGY?

Strategy is turning the RESOURCES you have into

the POWER you need to get the CHANGE you want

GoalsGoalsStrategy is…

Into the what you needTurning what you have

Resources To get what you wantPOWERPOWER

Who is a Strategist?

EVERYONE IS CAPABLE OF STRATEGIZING

What is an example of a time you strategized in the past few days?

What is effective strategizing?

Effective Strategizing: Motivated

Effective Strategizing: Resourceful

Effective Strategizing: Flexible

Effective Strategizing: Team-based

What is Effective Strategizing?

Motivated

Flexible

Resourceful

Team-Based

Strategizing ProcessPEOPLE & PROBLEM:THE ACTORS INVOLVED & THE CHALLENGE THEY ARE FACING

PURPOSE: THE CHANGE YOU WANT TO WIN – YOUR CAMPAIGN GOAL

POWER:YOUR THEORY OF CHANGE – WHAT YOU THINK IT WILL TAKE TO TURN THE RESOURCES YOU HAVE INTO THE INFLUENCE YOU NEED TO MAKE THE CHANGE

PATH: IMMEDIATE ACTION STEPS, TACTICS DESIGNED ON A CAMPAIGN TIMELINE TO IMPLEMENT & TEST YOUR STRATEGY, EXPAND YOUR CONSTITUENCY, & DEVELOP LEADERSHIP

4 KEY QUESTIONS IN STRATEGIZING 1) Who are our PEOPLE and what is the PROBLEM?

2) What is our PURPOSE – the CHANGE that we seek in order to begin solving the problem? (Goal)

3) Where can we get the POWER? (Theory of Change)

4) What is our PATH - the TACTICS and TIMELINE it will take to build power over time?

MONTGOMERY BUS BOYCOTT

(STEP 1) WHO ARE OUR PEOPLE…MAP OF ACTORS?

E.D. Nixon

Jo Ann Robinson

Dr. Martin Luther King

Rosa Parks

(Step 1) Who are our People? The Leadership Team

Rosa Parks

(STEP 1) WHO ARE OUR PEOPLE…MAP OF ACTORS?

Rosa Parks

(Step 1) Who are my People? Constituency: Interests & Resources

Rosa Parks

(Step 1) Who are my People? Opposition: Interests & Resources

(STEP 2) PURPOSE:WHAT CHANGE DO WE SEEK? What is the urgent or unjust PROBLEM that demands change? *The nightmare

Why hasn’t that problem been solved? Who has the resources to solve the problem? Why haven’t they used them to solve the problem?

What is the plausible or inspirational source of HOPE that things could change? *The dream

(STEP 2) PURPOSE: WHAT’S THE GOAL?

Strategic Goal: What could they act on NOW?

Mountaintop Vision: What dream did they want to achieve?

(STEP 2) PURPOSE: STRATEGIC GOAL – CRITERIA

1. Focus - on a single strategic outcome

2. Motivational Force*Connect with hearts & guts of your people.

3. Point of Leverage *our strength, their weakness

4. Measurable, visible, clear feedback *know if we are making progress and if we’ve won

5. Concrete Timeline *begin to act on this now, has foreseeable end

6. Contagious - can be emulated by others

(STEP 3) POWER: THEORY OF CHANGE

Theory of No Change Communication Theory

Technical Theory

Informational Theory

POWER THEORY

ORGANIZING SENTENCE

We are organizing (WHO - constituency)

To do (WHAT – measurable goal)

Through (HOW – tactics)

By (WHEN - timeline)

LEADERSHIP

Taking responsibility for enabling others to achieve purpose in the face of uncertainty