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Formulating a Location Strategy Martin Engels Carmelle Terborgh Esri Nonprofit and Global Organizations

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Page 1: Formulating a Location Strategy - Esri › library › userconf › gissw18 › papers › gi… · Geography = the study of the physical features of the ... Goal 14: Marine Resources,

Formulating a Location Strategy

Martin Engels

Carmelle Terborgh

Esri Nonprofit and Global Organizations

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Let’s get started with a common understanding…

Geography = the study of the physical features of the earth and its atmosphere, and of human activity as it affects and is affected by these, including the distribution of populations, and resources, land use, and industries.

Location = the place where something is or where something is occurring

Place = a particular position or point in space

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Building a Sustainable, Resilient SocietySDGs

Goal 1: Poverty Eradication

Goal 11: Sustainable Cities and Settlements

Goal 4: Education Goal 13: Climate Change

Goal 12: Sustainable Consumption and Production

Goal 8: Employment and Economic Growth

Goal 6: Water and Sanitation

Goal 3: Health and Well-being

Goal 2: Food Security and Nutrition

Goal 7: Modern Energy

Goal 5: Gender Equality and Women’s Empowerment

Goal 15: Ecosystems and Biodiversity

Goal 9: Industrialisation and Infrastructure

Goal 16: Peaceful and Inclusive Societies and

Capable Institutions

Goal 17: Means of Implementation

Goal 14: Marine Resources, Oceans, and Seas

Goal 10: Equality Among Countries

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DecisionSupport

Gain situational awareness, and enable

information-driven decision making

Analytics

Discover, quantify, and predict trends and patterns to improve

outcomes

DataManagement

Collect, organize, and maintain accurate

locations and details about assets and

resources

Field Mobility

Manage and enable a mobile workforce to collect and access

information in the field

ConstituentEngagement

Communicate and collaborate with citizens

and external communities of interest

Sharing & Collaboration

Empower everyone to easily discover, use,

make, and share geographic information

Mapping & Visualization

Understand locations and relationships with maps

and visual representations

Monitoring

Track, manage, and monitor assets and

resources in real-time

Design & Planning

Evaluate alternative solutions and create

optimal designs

Essential Patterns of GIS Use

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Understanding Sustainable Development Patterns

Access to Healthcare

Renewable Energy

Field Data Collection

Demographics

Access to Education

Forest Management

Urban Design | Smart Communities

Water Management

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It’s Important!

Location Strategy

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Assess and Plan

BuildCapability

Operate and

Measure

Location Strategy

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Components of a successful implementation

Business Technical Organizational

Page 14: Formulating a Location Strategy - Esri › library › userconf › gissw18 › papers › gi… · Geography = the study of the physical features of the ... Goal 14: Marine Resources,

Location Strategy

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Location + Strategy = Location Strategy

Location = the place where something is or where something is occurring

Strategy = a high-level plan

Location strategy = a high-level plan to use location information and spatial analysis

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A location strategy connects the business goals and objectives of an organization with geographic based information products and GIS capabilities that support that

mission.

A location strategy articulates how GIS will be managed and

maintained, how GIS needs will be prioritized, and the roles staff

will take on to support the overall priorities of the

organization.

Location Strategy

What is it?

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Location Strategy

More than just Data & Technology

1. Vision & Leadership

2. How GIS Contributes

3. Planning & Governance

4. Change Management

5. Apps That Are Engaging

6. Good People

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Location Strategy

More than just Data & Technology

1. Vision & Leadership

2. How GIS Contributes

3. Planning & Governance

4. Change Management

5. Apps That Are Engaging

6. Good People

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Starbucks’ Mission Statement

To inspire and nurture the human spirit – one

person, one cup and one neighborhood at a time.

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Mission Statement

• When did you last read your organization’s Mission Statement? Charter?

Constitution?

• It is simple. This is where you start.

• The location strategy must contribute to the purpose of your organization.

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Vision & Leadership: WHO

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Location Strategy

More than just Data & Technology

1. Vision & Leadership

2. How GIS Contributes

3. Planning & Governance

4. Change Management

5. Apps That Are Engaging

6. Good People

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How GIS contributes: GICHD

• For the Information Management System for Mine Action (IMSMA) it is clear

that GIS is vital to:

- map out mines

- support decision making

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Location Strategy

More than just Data & Technology

1. Vision & Leadership

2. How GIS Contributes

3. Planning & Governance

4. Change Management

5. Apps That Are Engaging

6. Good People

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The Power of Governance

GIS groups

Use technology

Deliver information

Center of excellence

Sets policies

Shares best

practices

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World Food Programme

• Central support of their operations

from WFP Headquarters by GIS

team:

- Logistics maps: continuously

updated so that they are readily

available when a disaster hits a

certain country

- Analysis: perform Vulnerability and

Analysis Mapping (VAM) of target

populations

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WFP | Global Logistics Planning Map (GLPM) of Fiji

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Useful Information Products

“If there is one thing that I want you to take away from today, it’s that phrase that when you’re planning a system, it all depends on knowing what you want to get out of it”

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Good Information Products

• Provide Timely Information

• Disseminate Knowledge

• Communicate Importance

• Support Decision Making

• Illustrate Change

• Show Status and Performance

• Show The Future

Effectively Telling a Story . . .

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Location Strategy

More than just Data & Technology

1. Vision & Leadership

2. How GIS Contributes

3. Planning & Governance

4. Change Management

5. Apps That Are Engaging

6. Good People

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Change Management

▪ Create awareness

▪ Excite people

▪ Share results

▪ Increase capability

▪ Increase executive support

▪ Reach additional teams / people

▪ Deepen technical capacity

How? Why?

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Change Management

“Organizational change management is a leadership-induced process that

involves transformational organizational change that leadership controls and

sustains. It requires leadership dedication, involvement of employees at all

levels, and constant communication. Transformational change is strategy-

driven and stems from the top of the organization.”

• - Harry Hertz, Baldrige Performance Excellence Program, NIST

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Source: Prosci®, ADKAR® Model Overview, 2017

TransitionCurrent Future

Technical Side

People Side

DesignDevelopDeliver

EmbraceAdopt

Use

+ =

Installation

Realization

ResultsOutcomesSuccess

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The Human Factors that Determine the ROI

• Source: Prosci, Inc. 2017 www.Prosci.com

How well are individuals performing compared to the level expected in the design

of the change?

How many employees (of the total population) are

demonstrating “buy-in” and are using the GIS?

How quickly are people up and running on the

ArcGIS Platform?

Speed of Adoption Ultimate Utilization Proficiency

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Location Strategy

More than just Data & Technology

1. Vision & Leadership

2. How GIS Contributes

3. Planning & Governance

4. Change Management

5. Apps That Are Engaging

6. Good People

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What is the most appropriate App?

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Apps that are engaging: UNHCR

• UNHCR developed eSite, a portal that contains apps needed for

Refugee Camp Mapping.

• Site Executive Dashboard

• Rohingya Story Map: Rohingya Refugee Emergency at a glance

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UNHCR - eSite

Establish an ecosystem to integrate with existing business systems and support collaboration between UNHCR and its constituents

Site CollectorField data collection tool

Site PlanningProvide insight about a specific regionSite Manager Dashboard

Camp-level metrics for coordinators/managers

Site Executive DashboardHigh-level information for UNHCR Headquarters

Site Story MapCommunicate the narrative of UNHCR

Site Open Data SiteAllow external stakeholders to access camp data

Site Map ViewerBasic map for both staff and inhabitants

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Architecting the ArcGIS Platform: Best Practices

www.esri.com

Search:

“Architecting the ArcGIS Platform”

worth

keeping

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Location Strategy

More than just Data & Technology

1. Vision & Leadership

2. How GIS Contributes

3. Planning & Governance

4. Change Management

5. Apps That Are Engaging

6. Good People

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Great People in our Community!

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Find a ChampionUses the guide for launching your

location platform

A Champion is someone who can spearhead the launch of your location platform

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Characteristics of a Champion Essential qualities to be effective

influence

executive sponsorship

credibility enthusiasm

energy

bandwidth

determination belief in the vision

patience

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Responsibilities of a Champion Promotes and leads the launch

Organizes the team

Maintains momentum

Realizes the vision for a successful location platform

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Users

Apps

Web GIS

GIS

Professional

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Location Strategy

More than just Data & Technology

1. Vision & Leadership

2. How GIS Contributes

3. Planning & Governance

4. Change Management

5. Apps That Are Engaging

6. Good People

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Assistance from Esri Professional Services

• Change Management Consultation

• Location Value Assessment

• Esri Enterprise Advantage Program

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Day 1

• Strategic Alignment

• Stakeholder Analysis

Day 2

• Sponsor Plan and Roadmap

• Communications Planning

Day 3

• Resistance Management

• Coaching and Workforce Development

Change Management Consultation

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Awareness Desire Knowledge Ability Reinforcement

Communication Plan

Sponsor Roadmap Sponsor Roadmap

Coaching Plan

Training Plan

Resistance Management Plan

Communication Plan

Source: Prosci, Inc. 2017 www.Prosci.com

Outcomes of Change Management Consultation

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Location Value

Assessment

Pilot Project

Production Rollout

Operations and Support

What’s Next

Launching a location platform in five steps

1

2

3

4

5

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Esri Enterprise Advantage Program (EEAP)

• Proactive Planning and Advice

• Training

• Consulting

• Premium Technical Support

• Esri Manged Cloud Services

• with a dedicated Technical Advisor

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More resources…

to establish your location strategy

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Launching Your Location Platform

www.esri.com/launchguide

worth

keeping

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www.esri.com/launchguide

Location Strategy

Assess and Plan

Build Capability

Operate and

Measure

Framework to help you move forward…

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Resources for promoting and administering

www.esri.com/changekit

www.esri.com/adminresources

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Architecting the ArcGIS Platform: Best Practices

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Training: MOOCs

www.esri.com/mooc worth

keeping

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Esri Press Books

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Training:Instructor-led Courses, Web Courses, Training Seminars

www.esri.com/training worth

keeping

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Support: Technical Support and Premium Support Services

support.esri.com

worth

keeping

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Engage in the GeoNet Community

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Questions?

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Resources

• Training:

- Exploring Enterprise GIS: a Workshop for Leaders -

www.esri.com/training/catalog/57630437851d31e02a43f258/exploring-enterprise-gis:-a-

workshop-for-leaders/

• Documents:

- Architecting the ArcGIS Platform: Best Practices -

www.esri.com/training/catalog/58e58acdca13000639959c61/architecting-the-arcgis-

platform:-best-practices/

- Launch your Location Platform - www.esri.com/~/media/Files/Pdfs/library/pdfs/location-

guide

- Promoting Your Location Platform - www.esri.com/~/media/files/pdfs/library/pdfs/launch-

guide/Change-Management-Kit

- Administering Your Location Platform -

www.esri.com/~/media/files/pdfs/library/pdfs/launch-guide/Administering-Your-Location-

Platform

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Resources (cont.)

• Professional Services:

- Location Value Assessment (LVA)

- Change Management

- EEAP - www.esri.com/arcgis/services/eeap

• Training:

- Exploring Enterprise GIS: A Workshop for Leaders:

www.esri.com/training/catalog/57630437851d31e02a43f258/exploring-enterprise-gis:-a-

workshop-for-leaders/ (just 4 hours!)

• Book:

- Thinking About GIS: Geographic Information System Planning for Managers:

www.esri.com/training/catalog/5766072762eaeae3092e314f/thinking-about-gis:-geographic-

information-system-planning-for-managers/

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Resources (cont.)

• Videos:

- From Wow to How: Five Steps to Launch Your Web GIS -

www.esri.com/training/catalog/57eb1e6aee85c0f5204bb5d7/from-wow-to-how:-five-steps-

to-launch-your-web-gis/

- ArcGIS Online Steps For Success: A Best Practices Approach -

www.esri.com/training/catalog/5765f65194ad79e609cf478d/arcgis-online-steps-for-

success:-a-best-practices-approach/

• More technical resources:

- wiki.gis.com - system design strategies

- Training - System Architecture Design Strategies -

www.esri.com/training/catalog/57630434851d31e02a43ef7c/system-architecture-design-

strategies/