joel barker’s strategy matrix® you could dramatically ... · title: the implications wheel® a...
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![Page 1: Joel Barker’s Strategy Matrix® You could dramatically ... · Title: The Implications Wheel® A Strategic Exploration Tool by Joel Barker Author: Jim Created Date: 4/25/2012 10:26:08](https://reader033.vdocument.in/reader033/viewer/2022042804/5f528521c4f880670608f8a1/html5/thumbnails/1.jpg)
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© Copyright, 2005-2011, Joel A. Barker. All Rights Reserved.
Joel Barker’s
Strategy Matrix® Envision/explore/plan/implement
A strategic exploration tool
for finding the future faster
Strategymatrix.com
© Copyright, 2005-2011, Joel A. Barker. All Rights Reserved.
What if…
You could dramatically reduce uncertainty about the impact of trends and innovations on your
future?
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© Copyright, 2005-2011, Joel A. Barker. All Rights Reserved.
What if… • You had a process that:
–Engages key stakeholders in fast, structured discussions
–Allows targeted exploration of the future
–Can be used at all levels
–Creates clearer strategic communication pathways.
–Easy to learn
3 © Copyright, 2005-2011, Joel A. Barker. All Rights Reserved.
Strategic Exploration Tools
• What you do before you do your strategic planning
• Several tools for exploring
• The Strategy Matrix® is one of four
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© Copyright, 2005-2011, Joel A. Barker. All Rights Reserved.
Three Essential Explorations
• What are the possible long term implications of what we are considering?--divergent
• What are the potential impacts of external elements on the direction our organization is planning to take?—convergent
• What is happening in the broader world that we should be paying attention to?
© Copyright, 2005-2011, Joel A. Barker. All Rights Reserved.
The Strategy Matrix®
Strategic Exploration Tool
• Dialogue at the Intersections, a convergent conversation
– How might internal and external events impact on your strategic direction
– How might a change in your plans alter the essence of your organization
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© Copyright, 2005-2011, Joel A. Barker. All Rights Reserved.
Strategy Matrix®
© Copyright, 2005-2011, Joel A. Barker. All Rights Reserved.
Based on • Strategic Objectives
– Where you want to be that you aren’t yet
– 2 -5 years out
– Quantified and dated
• Key Characteristics
– Attributes of an organization that are essential to defining its personality or character
– May include positives and negatives
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© Copyright, 2005-2011, Joel A. Barker. All Rights Reserved.
Key Characteristics
• Organizations have many attributes or characteristics but only certain ones are key.
– Johnson Wax: privately owned
– Pillsbury Company: focus on food
– Apple: Steve Jobs
– US Army: Defense of America
– Red Cross: Voluntary Members
– (Negative) – Rural Location
© Copyright, 2005-2011, Joel A. Barker. All Rights Reserved.
Strategy Matrix®
© Copyright, 2005-2011, Joel A. Barker. All Rights Reserved.
Row Elements
• Emerging trends
• Innovations
• Policy changes—internal and external
• Significant events—internal and external
• Initiatives—internal and external
• New strategic objectives
• Anything that you think could have significant impact on your organization
© Copyright, 2005-2011, Joel A. Barker. All Rights Reserved.
Strategy Matrix®
Trend
Innovation
Event
Policy Change
New Strategic Objective
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© Copyright, 2005-2011, Joel A. Barker. All Rights Reserved.
Strategy Matrix®
© Copyright, 2005-2011, Joel A. Barker. All Rights Reserved.
To what extent does this row item…
…make it easier or harder to accomplish this objective?
+5 Much Easier
+3
+1
0
-1
-3
-5 Much Harder
-1 +3
© Copyright, 2005-2011, Joel A. Barker. All Rights Reserved.
To what extent does this row item…
+5 Much Easier
+3
+1
0
-1
-3
-5 Much Harder
-1 +3
…make it easier or harder to maintain this Key Characteristic?
© Copyright, 2005-2011, Joel A. Barker. All Rights Reserved.
To what extent does this row item…
+5 Much Easier
+3
+1
0
-1
-3
-5 Much Harder
+3
…make it easier or harder to eliminate this negative Key Characteristic?
+1
© Copyright, 2005-2011, Joel A. Barker. All Rights Reserved.
Preparing for the SM Exercise
• Identify 2-3 strategic objectives your organization has
• Identify 2-3 key characteristics of your organization
© Copyright, 2005-2011, Joel A. Barker. All Rights Reserved.
Simple Strategy Matrix
SO
SO
KC
KC
Trend
Innovation
Strategic Objectives
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© Copyright, 2005-2011, Joel A. Barker. All Rights Reserved.
Strategy Matrix
Trend
Innovation
Strategic Objective
For Internet training on the SM software, call
Richard Gaynor at Star Thrower: 651-209-1075
© Copyright, 2005-2011, Joel A. Barker. All Rights Reserved.
The Three Questions:
• To what extent does your row item make it easier or harder to achieve your strategic objectives?
• To what extent does your row item make it easier or harder to maintain your key characteristics?
• To what extent does your row item make it easier or harder to eliminate your negative KC
© Copyright, 2005-2011, Joel A. Barker. All Rights Reserved.
Debriefing the Exercise
• How is this conversation different than your “usual” conversation about the future?
• What is the value of having an “outsider” work with you thru the questions?
• What is the value of the information collected?
© Copyright, 2005-2011, Joel A. Barker. All Rights Reserved.
Ways to Use
• How might you use this tool in your church?
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–
–
–
–
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© Copyright, 2005-2011, Joel A. Barker. All Rights Reserved.
Strategy Matrix® Applications • Keeps track of environmental forces
• Assigning departmental goals
• Assists in assigning managers to initiatives
• Compares perceived impact of specific changes on various departments
• Rank orders impact of new organizational changes on various departments
• Structures quarterly strategic discussion in an efficient way
© Copyright, 2005-2011, Joel A. Barker. All Rights Reserved.
Strategy Matrix® Applications
• Prioritizes alternative choices in marketing, product development, organizational direction
• Compares perceived impact of action of one department on other departments
• Measures influencers against SO’s and KC’s at all levels
• Survey various divisions and departments for their opinion of the impact on their SO's and KC's of a new organizational strategy
2012 Multicultural Conference
Multicultural Congregational Support │ www.pcusa.org/multicultural
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© Copyright, 2005-2011, Joel A. Barker. All Rights Reserved.
Applications
• New policy testing with different groups doing the same row item
• A potential merger with another church
• Prioritizing projects
• Ongoing monitoring of external forces
© Copyright, 2005-2011, Joel A. Barker. All Rights Reserved.
Strategy Matrix Results
• Clearer understanding the potential impact of row items on your future
• Engagement of key stakeholders in exploring and evaluating key strategic information
• Ongoing process to keeping connected to changes and how they may alter the direction of your organization
© Copyright, 2005-2011, Joel A. Barker. All Rights Reserved.
Strategy Matrix® Stories
• IBM PC project
• Johnson Wax
• Prior Lake
• Optimist International
• Iowa Lutheran Churches
• Career explorations by students
27 © Copyright, 2005-2011, Joel A. Barker. All Rights Reserved.
Board engagement: Scoring Rows
• Board members can score rows in preparation for meetings
• Board members can read rows already scored by smaller group
• Different teams can score the same rows to compare perspectives.
© Copyright, 2005-2011, Joel A. Barker. All Rights Reserved.
Big Results from Using the Strategy Matrix®
You have a fast, inclusive process that allows you to easily engage key
people in thinking about your organization’s future.
© Copyright, 2005-2011, Joel A. Barker. All Rights Reserved.
Big Results from Using the Strategy Matrix®
You have a simple structure for improving internal communications about the future up and down your
organization.
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2012 Multicultural Conference
Multicultural Congregational Support │ www.pcusa.org/multicultural
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© Copyright, 2005-2011, Joel A. Barker. All Rights Reserved.
Big Results from Using the Strategy Matrix®
You can monitor the external forces that could shape your future more
efficiently and effectively.
31 © Copyright, 2005-2011, Joel A. Barker. All Rights Reserved.
Final Thought
• The 21st century challenge:
We have to become much smarter at anticipating both the short- and long-term
impacts of factors on our future.
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2012 Multicultural Conference
Multicultural Congregational Support │ www.pcusa.org/multicultural