For more information visit

una.edu/strategicdoing

Strategic Doing Practitioner Conference May 4—6, 2016

Welcome!

Welcome to the Strategic Doing Practitioner Conference!

This is the first international convening of Strategic Doing Practitioners! We are overjoyed with the re-sponse to have such an event and your participation.

The 2 day event showcases the remarkable results in 5 case studies and includes 7 opportunities for you to improve your skills using Strategic Doing. We are grateful to all who will lead us over the next two days.

Time has also been allotted for you to meet each other at meals and breaks with both structured net-working and open dialog.

The University of North Alabama is honored to be the host for this important gathering.

During your time here please feel free to call on Janyce Fadden, Mary Marshall VanSant or me with any questions, comments or suggestions.

Greg Carnes

Gregory Carnes, PhD, CPA Dean, College of Business Raburn Eminent Scholar of Accounting

Notes

Strategic Doing Credo:

We believe we have a responsibility to build a prosperous, sustainable future for ourselves and future generations. No individual, organization or place can build that future alone.

Open, honest, focused and caring collaboration among diverse participants is the path to accomplishing clear, valuable, shared outcomes. We believe in doing, not just talking – and in behavior

in alignment with our beliefs. Strategic Doing Design Team

Turkey Run State Park (Indiana) October 2011

Conference Agenda

Wednesday, May 4: Turtle Point Country Club

6:30 – Welcome dinner

Thursday, May 5: Marriott Conference Center

8:00 – 8:30 Welcome and Introductions

8:30 – 9:15 Strategic Doing Interactive Update

9:15 – 9:30 Break

9:30 – 9:50 Session 1 - Case Study-Regional Development

9:50 – 10:10 Break and Resource Networking Exercise

10:10 – 10:30 Session 2 - Case Study - Pathways Project

10:30 – 11:30 Session 3 - Panel – Community Development

11:30 – 1:00 Lunch

1:00 – 2:00 SD Skills Workshop – Designing and Leading

Fantastic Workshops

2:00 – 2:15 Break and Networking Exercise

2:15 – 3:00 SD Skills Workshop - Linking/Leveraging Assets

3:00 – 3:30 SD Skills Workshop - Managing Multiple Initiatives

3:30 – 4:00 Session 4 – Case Study - Large Organization

4:00 Adjourn – Dine around Downtown Florence

Friday, May 6: Marriott Conference Center

8:00 – 8:20 Update on day ahead

8:20 – 8:50 SD Skills Workshop 4– Framing the Question

8:50 – 9:10 Session 5 – Case Study - Cluster and Supply Chain Development

9:10 – 9:30 Break and Networking Exercise

9:30 – 9:50 Session 6 – Case Study -Engaging a Community

9:50 – 10:20 SD Skills Workshop 5– Measuring Results

10:20 – 11:00 Session 7 – Panel - Building a Digital Technology Cluster

11:00 – 12:00 Wrapping up and next steps –

12:00 Adjourn (Box lunches available)

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Doug Barrett

Dr. Barrett received a Ph.D. in Statistics with a minor in Management Science from the

University of Alabama in 1995. He has served as a UNA faculty member since 1997,

taught as Professor of Quantitative Methods since 2004, and is the current Chair of the

Department of Economics and Finance. He has served on the Graduate Faculty of the

University of Alabama. Dr. Barrett has completed several economic impact studies for

clients such as the City of Florence, Huntsville Housing Authority, RegionalCare Hospital

Partners, and the University of North Alabama. He has assisted as an instructor for Stra-

tegic Doing workshops. Dr. Barrett is a founding member, first President, and a board

member of the Society of Business, Industry, and Economics

Bob Brown

Bob Brown is a husband and father (his son Desmond is in the 4th grade), is a resident of

the great city of Flint, works as Associate Director of the Center for Community and

Economic Development at Michigan State University, is a Board Member of WOW Out-

reach. Bob is also a core team member of the national Strategic Doing Institute, and

helped to found Neighborhoods Without Borders - a network of Flint folks working to

dismantle systemic and institutional racism. Desmond Tutu said, “A person with Ubuntu

is open and available to others, affirming of others, does not feel threatened that others

are able and good, for he or she has a proper self-assurance that comes from knowing

that he or she belongs in a greater whole and is diminished when others are humiliated

or diminished, when others are tortured or oppressed.” Bob works to increase Ubuntu in himself and in Flint. With

outstanding community and campus partners he develops action driven partnerships linking science and community

wisdom to work on critical issues in Flint.

Greg Carnes

Dr. Gregory Carnes serves as Dean of the College of Business at UNA. He came to UNA

in 2007 as the Raburn Eminent Scholar of Accounting and also serves as MBA Program

Director. Dr. Carnes is well known as an academic leader at the national level, having

served as President of the Accounting Program Leadership Group. He serves as Presi-

dent of the North Alabama Society of CPAs chapter. He is a contributing author on South

-Western Federal Taxation: Individual Income Taxes, a popular textbook used in under-

graduate taxation courses. He also authors material for Wiley/CPA Excel, one of the

nation’s leading CPA Review courses. He has also provided tax training for national ac-

counting firms and the AICPA. Dr. Carnes has published approximately 30 articles in

leading academic and professional journal.

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Session 5 Case Study: Using Strategic Doing with Large 8:50 – 9:10 Corporations to Build and Diversify Supply Chain Collaborations

The New Jersey Innovation Institute (NJII) is using Strategic Doing to build supply chain

capacity and collaboration in a large corporate context with Lockheed Martin, who is looking for new

ways to create competitive advantage. They have some, but not all, of the capabilities in-house to

make a competitive bid for a major project with the U.S. Navy. Using Strategic Doing, NJII is

facilitating conversations among potential collaborators from small and medium companies to

identify Lockheed Martin’s assets in light of the strategic product direction and through conversation

figure out how to link and leverage those assets in new ways. Tim Schultes, Nancy Franklin

Break and Networking Exercise 9:10 – 9:30

Session 6 Case Study: Engaging a Community 9:30 – 9:50

Seeding a region in Doing when communities experience crises, or when life demands

change, will create change. What do you do, however, when your community has enough natural

assets that you can ignore the mounting deficit – at least for now? What can really be done when

everyday workflows across our communities reflect a common language of doing? Learn from

Florida-based Spark Growth keys to seeding into your community across non-profit, education,

government and business sectors with Strategic Doing principles. Join Sara and Stan to get some

takeaways for your community. Stan Schultes, Sara Hand

SD Skills Workshop 5: Measuring Results 9:50 – 10:20

In this session you will hear ways to report results and the importance of communications.

Hear from session leaders who have reported out and share your practices.

Ed Morrison, Rena Cotsones

Session 7 Panel: Building a Digital Technology 10:20 – 11:00 Cluster in the Shoals

Hear from a panel who is working to build an entirely new cluster in their region, how the

panel built collaborations and how their collaborations change over time. Learn what challenges the

team faced, and what steps they will take going forward. Mary Marshall, Doug Barrett,

Janyce Fadden, Giles McDaniel

Wrapping up and Next Steps 11:00 – 12:00 noon

Adjourn 12:00 noon

Box lunches are available

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SD Skills Workshop 1: Designing and Leading 1:00 – 2:00 Fantastic Workshops

There are many ways to implement SD practices. This session’s panel will show examples and discuss how you might develop your next workshop. Ed Morrison, Tim Franklin, Bob Brown

SD Skills Workshop 2: Linking/Leveraging Assets 2:15 - 3:00

Assets are the base of SD. In this session you will learn new tools to help your

participants identify and better utilize their own assets. Scott Hutcheson

SD Skills Workshop 3: Managing Multiple Initiatives 3:00 – 3:30

Being the Chief Doing Officer can be made simpler using the ideas from this session.

Learn ways you can manage your projects. Peggy Hosea

Session 4 Case Study: Large Organization - Strategic Doing 3:30 – 4:00 Discipline at Work within Local Government: A Comprehensive System-Wide Approach to Quality Improvement

This workshop is designed to introduce elements of how Strategic Doing can be used

within a large-scale government organization. The session highlights various ways in which

Strategic Doing has been utilized within the District’s primary labor services organization.

Topic areas include: diversity of discipline uses, noteworthy results, challenges, and the

conceptualization of SD as a movement. Lessons learned and best practices will be discussed to

provide a good depiction of the unique characteristics associated with the government model.

This session also focuses on the utilization of the SD discipline in three key areas: Professional

Development, Youth Program Enhancement, and Inter-Agency Collaboration. Michon Hicks

Adjourn 4:00 p.m.

Dine around downtown Florence

Friday, May 6 Marriott Conference Center 8:00 a.m.

SD Skills Workshop 4: Framing the Question – Where to begin? 8:20 – 8:50

What question are we answering? In this session you will learn techniques to improve

the question development that can lead to a more impact in your SD workshop. Janyce Fadden

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Janyce Fadden

Janyce Fadden is Executive-in-Residence for the College of Business at the

University of North Alabama. Janyce is guiding a leadership team that is imple-

menting pathfinder projects that advance the region’s digital technology com-

petitiveness using Strategic Doing, an asset based collaborative process. Her

role includes leading Strategic Doing, and implementing an innovation pipe-

line strategy to economically enhance the three state region served by the

university. Fadden earned her Bachelor of Science degree in Engineering and

Management from Clarkson University in Potsdam, New York, and her Master

of Business Administration degree from Northern Illinois University.

Rena Cotsones

Rena Cotsones, Ph.D., is Associate Vice President of Engagement and Innovation Part-

nerships for Northern Illinois University. She works with NIU and regional business,

community and government leaders to create and implement collaborative approaches

to advancing economic development, workforce development and innovation initiatives

in the northern Illinois and Chicago region. As head of NIU’s Office of Innovation, Dr.

Cotsones leads the NIU EIGERlab Innovation Network and the Office of Regional En-

gagement-Rockford. Most recently, she worked with leaders of the Chicago-based Digi-

tal Manufacturing & Design Innovation Institute (DMDII) to create a regional chapter

model, ensuring full engagement of small and mid-sized manufacturers in this federal

institute.

Nancy Franklin

Nancy Franklin - Dr. Nancy Franklin, Principal of Franklin Solutions, consults with leaders

of higher education, government, and community on strategic initiatives, innovation,

and change agendas. She has particularly been engaged with higher education-

community partnerships associated with regional development and sustainability, dis-

ruptive innovations in academic affairs associated with technology and multi-institution

partnerships, and community development associated with STEM capacity-building.

She has led strategic initiatives at Virginia Tech, Penn State, and Indiana State Universi-

ty, in addition to private sector marketing experience with IBM and ROLM. Nancy holds

a doctorate from the University of Pennsylvania, a master’s from Virginia Tech, and a

bachelor’s from Bucknell University.

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Tim Franklin

Timothy (Tim) V. Franklin, Ph.D., serves as Associate Vice President for Business and

Economic Development and Special Advisor to the President for New Jersey Institute for

Technology (NJIT). In this role, Franklin leads strategic initiatives, fosters institutional-

scale programs, manages public and private partnerships, and articulates programs to

advance the University’s economic development and research missions. In parallel,

Franklin serves as Vice President and chief operating officer for the New Jersey Innova-

tion Institute (NJII), an NJIT corporation that applies the intellectual and technological

resources of the state’s science and technology university to challenges identified by

industry partners. Franklin contributed substantially to the design and rationale for this

innovative university interface. Prior to coming to NJIT, Franklin founded and led TRE Networks, Inc., a non-profit

organization dedicated to advancing the role of research universities in transformative regional engagement (TRE)

efforts.

Sara Hand

Sara Hand has a diverse business development background across public and private

sector enterprises, which includes early stage investment. Her motto is “Think Big. Keep

it Simple. Make it Happen.” Using Strategic Doing, Sara drives action-focused agendas

and is widely recognized for consistently achieving her goals with grace and confident

skill. An entrepreneur, Sara uses her strengths to find and leverage unique value propo-

sitions and create synergistic partnerships. This has enabled her to become a valuable

leader and asset to her community and has presented opportunities with the State De-

partment, the United Nations and the 2015 Harvard Future-Ready Economies Summit.

Holly Harlan Holly enjoys collaborating with cross-sector early adopters who are creating new eco-

nomic, community and business development practices that address our most pressing

global challenges. She graduated Iowa State University with a BS in Industrial Engineer-

ing and co-oped with John Deere. Holly worked 7 years in manufacturing and marketing

for GE and 10 years with three economic development organizations in Cleveland:

CAMP(now Magnet), WIRE-Net and Shorebank Cleveland. From 2000-2011 she founded

and led the Entrepreneurs for

Sustainability (E4S), an economic development non-profit and action network of net-

works in Northeast Ohio. Currently Holly lives on Whidbey Island just north of Seattle

where she works with clients on global business and network development projects.

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Program Sessions

Wednesday, May 4 Turtle Point Country Club

Welcome Dinner 6:30 p.m.

Thursday, May 5 Marriott Conference Center

Session 1 Case Study: Regional Development at the 9:30 – 9:50 Sunshine Coast Region, Queensland, Australia

The Sunshine Coast region is a peri-urban area 100 km north (62 miles) from the

state’s capital Brisbane. It is one of the fastest growing regions in Australia and is well-known

for its sandy and surf beaches, quaint hinterlands, and laid-back lifestyle. In 2017, an A$2bn

400-bed quaternary care teaching hospital will be opening in the region. The University of the

Sunshine Coast, the only university headquartered in the region, supported by the local

council, needed to gain wider community support, encourage small business participation,

gather inputs from the youth, and empower the community leaders to take part of this

exceptional opportunity. Pamela Wardner, Mike Hefferan

Session 2 Case Study: Pathways Project 10:10 – 10:30

Strategic Doing (SD) is not just for universities to help other groups. It can help higher

education address its own issues. This session will highlight an initiative with 50 universities

trying to make their engineering education programs more responsive to student and industry

needs. Teams of administrators and faculty at each school are trained to use Strategic Doing to

draft their transformation plans and 30/30 meetings while other teams help them stay on

track. We’ll talk about what’s working (and what’s not) as well as the next steps for this new

application of Strategic Doing. Liz Nilsen

Session 3 Panel: Community and 10:30 – 11:30 Neighborhood Development Strategic Doing at the grassroots community level is happening in several

communities. This session includes a panel discussing ways Columbus, OH; Flint, MI; and

Shreveport, LA are using SD for community betterment. Scott Hutcheson, Bob Brown,

Kim Mitchell, Kim Stands

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Kim Stands

Kim has worked in the field of housing and human services with the City of Columbus

since 1982. In his first position with the City, Kim conducted workshops for low income

families on no cost/low cost weatherization techniques, and provided them free

materials to install in their homes. Over 10,000 households were served. Since then Kim

has lead and contributed to many efforts that improve the quality of life for the

residents of Columbus: helping establish Habitat for Humanity of Greater Columbus;

introducing green design to affordable housing in Columbus; fostering collaborative

efforts to address lead paint poisoning. Kim currently serves on the board Stowe Mission

and the Rebuilding Lives Funder.

Mary Marshall VanSant

Marshall VanSant is the Director of Continuing Education and Outreach at the University

of North Alabama. Mary-Marshall is a member of the Shoals Future Tech Pathfinder

team and has completed her Strategic Doing Training Certification. Her background

includes Vice President of Investor Relations and Public Policy at the Shoals Chamber of

Commerce and a career in corporate and pharmaceutical sales. VanSant earned her

Bachelor of Science in Communication from the University of North Alabama.

Pamela Wardner

Pam Wardner is a scholar-practitioner at the University of the Sunshine Coast (USC)

where she is currently developing short-term non-degree courses as a means of

engaging with the wider community. Pam began working at USC since 2003 as an

academic in various teaching, research and corporate roles. She completed her Ph.D. in

2013 in urban economics and economic geography which complements her past

corporate experience in the as an executive in real property development sector. She

has an undergraduate degree is in Finance Economics, a master’s degree in business

management and is a graduate of the Australian Institute of Company Directors. She is

also a member of the Pacific Rim Real Estate Society.

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Michon Hicks

A native of the Washington DC Metropolitan area, Michon S Hicks serves as the Train-

ing and Professional Development Officer for the Department of Employment Services

(DOES). Ms. Hicks has an extensive background in academic instruction; training and

development; and project management with government, nonprofit and educational

organizations. Prior to her work at DOES, Ms. Hicks has held key positions in the educa-

tion and law enforcement communities. At Prince George’s Community College, she

led a faculty team that re-designed the entire mass media curricula for the Communica-

tion and Theatre department. A proud graduate of Howard University, Ms. Hicks

earned her B.A. in Speech Communication/TV Production and her MA in Rhetoric and

Political Discourse. She has also completed course requirements for a doctorate in Intercultural Communication also

at Howard University.

Mike Hefferan

Professor Mike Hefferan is currently the Chair of the Innovation Centre Sunshine Coast,

a fully owned subsidiary of the University of the Sunshine Coast (USC). He recently re-

tired from his senior executive role at the USC after almost 13 years in academia to

pursue his varied interests. Prior to that Mike had long executive experience across a

number of departments in related areas for the Queensland State Government enhanc-

ing his governance and operations expertise state and local regional and economic

issues. Hence, he continues to consult at a high level to varied departments such as the

Valuer-General of Queensland. Mike has a Ph.D., as Masters by Applied Science and is a

registered rural and urban valuer.

Peggy Hosea

Following a Fortune 500 career in corporate America developing and managing client

relationships, sales teams and training programs, Peggy joined Purdue to help manage

a $15M Department of Labor grant for a 14-county region in Indiana. That effort used

Strategic Doing as the platform to promote Workforce Innovation in Regional Economic

Development(WIRED). The success generated had organizations across the US seeking

help to develop similar collaborations to move their work

forward. For the past ten years, Peggy has been the hub for Strategic Doing activities

and the growing network of practitioners around the globe. She and her husband Mike

live in Kokomo, Indiana.

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Scott Hutcheson

Scott is a faculty member with the Purdue Polytechnic Institute (the former Purdue

University College of Technology) and a senior associate with the Purdue Center for

Regional Development. As a social scientist, focusing on strategy and planning, Scott has

worked with over 400 communities, regions, and organizations across the U.S. and

internationally, helping them design and guide strategies. Scott has a PhD in public

policy, a master’s in public administration, and an undergraduate degree in

communication. Scott lives in the Town of Ulen Indiana with his wife Lisa and their sons

Henry and Oliver.

Giles McDaniel

Giles McDaniel is the Executive Director of the Shoals Entrepreneurial Center (SEC)

based in Florence, Alabama. Mr. McDaniel previously served two other regional

business incubation networks as Executive Director, one in east Alabama and another in

northeast Mississippi. Giles has been a featured presenter for NBIA, ARC, and TVA

conferences as well as serving on the advisory council for the University of North

Alabama School of Business. He has served as a member of the ARC Business Incubation

Steering Committee and is a charter member of Shoals Future Tech, which introduced

strategic doing processes to enhance digital opportunities in the Northwest Alabama

region. Mr. McDaniel also is the General Manager of the Mane Capital Fund, an Angel

Capital Fund for equity investing in local growth companies.

Kim Mitchell

Kim Mitchell officially joined the Community Renewal International (CRI) team as

founding director of the Center for Community Renewal (CCR) February 2014.

Association with CRI since 2002 has grown in him a deep understanding of the CRI

model potential to make the world a better place. Kim earned Bachelor of Arts, Bachelor

of Architecture and Master of Architecture degrees from Louisiana Tech University

where he also pursued extended education in sociology. Projects for which he served as

lead designer and planner for his firm, Morgan Hill Sutton & Mitchell, received over 45

awards from regional and national organizations. Kim currently consults as a member of

a HUD Technical Assistance Team.

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Liz Nilsen

Liz Nilsen works with Ed and the gang at Purdue and is the project lead for one of their

new projects, Hacking Engineering. Her professional focus is on the development and

growth of innovation and STEM ecosystems. She is a former senior program officer at

VentureWell, where she provided leadership to the Pathways program for the National

Center for Engineering Pathways to Innovation (Epicenter), an effort to transform

undergraduate engineering education. Prior to joining VentureWell, she led STEM

initiatives at the Penn State Center - Pittsburgh, the Pennsylvania STEM Network, and

the Institute of Advanced Learning & Research.

Ed Morrison

Ed started his professional career in Washington, D.C., serving as a legislative assistant

to an Ohio Congressman, staff attorney in the Federal Trade Commission and staff

counsel in the U.S. Senate. He holds a B.A. degree cum laude with honors from Yale

University and M.B.A. and J.D. degrees from the University of Virginia. For over 20 years,

he conducted strategy projects with economic and workforce developers in the U.S. and

developed the Strategic Doing discipline to accelerate those efforts. His work

emphasizes the strategic value of focused regional collaborations and open innovation

and network-based models in today's global economy. He won the first Arthur D. Little

Award for excellence in economic development presented by the American Economic

Development Council. Ed Morrison joined Purdue in 2006. He and his wife Bei live in Lafayette, Indiana.

Stan Schultes

Stan Schultes is co-founder of Spark Growth, a social/civic innovation enterprise and an

expert in Strategic Doing, an agile and action-centric protocol for rapid development and

implementation of strategies across organizations and sectors. He has a passion for

creating community engagement between entrepreneurs, investors, and educational

resources, and in helping to create and nurture startups. As an entrepreneur and

professional technologist, he has led teams from the Fortune 200 to stewardship of

several startups. He is certified by InBIA in Business Incubator Management,

internationally recognized as a technology expert, and has earned the coveted Microsoft

MVP award 13 years running.

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