i. utilizing business strategies for community...

© Minneapolis Heart Institute Foundation 2015 — 43 —

I. Utilizing Business Strategies for Community Impact Tuesday, November 17, 2015, 2:10 p.m. session only – Minnesota Salon 1 Communities across the country are investing precious time and resources in doing analysis, identifying needs, and developing Community Health Improvement Plans (CHIPs). Unfortunately, nearly all of those communities are finding it very difficult to enable the needed collaboration to implement those plans and achieve the desired improvements. This session focuses on using techniques that have proven to be valuable for implementing multi-faceted strategies in the business world (such as the use of strategy maps, processes to improve alignment, measurement and monitoring techniques) to improve collaborative implementation and outcomes. Examples from small, medium and large communities will be showcased to demonstrate the value and impact of using these strategy management techniques to streamline and enhance collaboration, alignment and execution. Learning objectives 1. See how time-tested strategy management techniques can simplify communication, alignment and

measurement of multi-faceted strategies for breakthrough results. 2. Learn how to structure a strategy using strategy maps to streamline and enhance strategy implementation,

communication and measurement. 3. Learn how to upgrade from evaluation-focused techniques to pro-active engagement and alignment

techniques that strengthen community collaboration and effectiveness. 4. Learn how to harness existing community resources to make significant progress on priority issues without

depending on external grant funding.

Bill Barberg President and Founder of Insightformation Bill Barberg is the president and founder of Insightformation, Inc., a management consulting and technology company based in Minneapolis, MN. He is a globally-recognized expert in the collective impact, the balanced scorecard methodology, collaborative strategy implementation, and community health innovation. Bill has consulted with dozens of communities and organizations and has presented many conference keynotes, workshops and Web-conferences on collective impact and strategy management, often co-presenting with clients.

Several of the world’s leading experts have publicly recognized the depth and expertise the he brings to the topics of alignment, measurement and strategy implementation.

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Utilizing Business Strategies for Community Impact

Bill Barberg, PresidentInsightformation, Inc.

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About Insightformation.com

Southern Kenai Peninsula

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Agenda

• Value‐Creating Strategies

• Managing Complexity

• Improved Techniques for Designing & Implementing Strategies

• A Strategy‐Focused Approach to Measurement

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Value‐Creating Strategies

Grant Dependent

Depend on grants to get resources to implement strategies

Time & resources used for planning often goes unused

Lack of progress. Frustration.

Entrepreneurial

Find opportunities to create value

Find stakeholders who will benefit from savings and are willing to invest some up front

Tap into non‐cash resources to get things done

Use momentum to get grants

Resources for our Coalitions

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Three Types of Resources

Zero Sum

• Dollars

• Scarce Time

Abundant

• Unemployed Youth

• Church facilities

• Student Volunteers

• Retirees

• Cognitive Surplus(Search for TED Talk)

Multiplying

• Ideas

• On‐line videos & toolkits

• Shared digital assets

• Relationships

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Generative Business Models

Extractive Business

People and communities are markets

Ownership outside the community

Uses capital to gain power to extract more profits

Generative Business

People and communities are producers of value

Ownership inside the community

Uses capital to gain fundnew enterprises

For the Communities we’re Striving to Help

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AirBnB Market Capitalization: Over $25 Billion

© 2014 All Rights Reserved by Insightformation, Inc.

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Execution Gap

No Strategic AlignmentHealth Goals


• Wasteful redundancy

• Little sharing of information, ideas and resources

• Frequent ramp‐up and ramp‐down of programs based on funding

• Few shared strategies for working together

Fragmentation Undermines Success for Community Health

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“Collective Impact” & Social Entrepreneurship

2011

2011

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Focus on the “Power Source” of Collective Impact

Source::

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Execution Gap

No Strategic Alignment

Improve Community

Health Outcomes

Health Depts

Social Service Providers

Schools Communitygroups

Faith Communities

Medical Practices

Hospitals

Families & individuals

UnmetHealthGoals

Employers


Other Public Agencies & Officials

Lessons from Business on Strategic Alignment

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Abundance of Underutilized Resources

HealthGoals


Reducing Redundancy

Reducing Fragmentation

Sharing & Optimizing

Consistency & Sustainability

Community Strategy Teamwork System Leadership

ExecutionGap

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Who Scored More Career Points than This Guy?

32,292 Points

Michael Jordan

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What made the Difference for Karl Malone?

36,928 Points

Karl Malone

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The Power of Teamwork!

36,928 Points

15,806 Assists

(3,000 more than #2)

9x NBA Assists Leader

Karl Malone John Stockton

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Harnessing the “John Stocktons” for Assists


Sustainable Success in Helping People

Faith CommunitiesRetired volunteersCollege students and internsRecent graduatesConsultants doing pro‐bono work

This requires information management infrastructure to scale

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A Discouraging Legacy in Detroit

• Herman Gardens: 139 acre development in 1943

• Became one of the worst areas of poverty, crime, drugs and gang violence in Detroit. Demolition began in 1997.

• Vacant “Urban Desert”

• How can it be re‐developed without repeating the downward spiral?

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The Challenges of Low‐Income Housing

A Business Problem: Waste & Headaches

• Problems collecting rent

• Excessive maintenance & energy costs

• Safety issues and illegal activity

• Resident turnover (often kicked out)

Social Costs

• Loneliness, Discouragement

• Missing opportunities to live more productive and fulfilling lives

• Downward spiral. A lack of hope

• ACEs: Seeds of many future problems

Bob Beale, hired Insightformation to help strengthen his business

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Gardenview Estates

• Built on the former Herman Gardens site• 541 new single family and rental homes

– 375 multi‐family rental units

– 166 senior rental units

• Mix of Public Housing, Section 8 Assistance

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“Grocery” Stores near Gardenview Estates

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“Grocery” Stores near Gardenview Estates

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Communities of HOPE Strategy Map

Finan

cial

Objectives

Customer an

d

Resident Objectives

Process

Objectives

Learning an

d

Growth

Objectives

Maximize Occupancy Reduce WasteIncrease Property

ValueRe‐invest Savings in People & Properties

Increase Resident Engagement

Excel At Service Excellence!

Create a 4‐Star Living Experience!

Enhance Lives through Communities of HOPE

Optimize Service Performance

Leverage & Modify Assets to Support Programs

Hardwire Service Excellence!

Build “Everyone Wins” Relationships

Embrace Strategy‐Aligned Management

Better Leverage Technology

Create a Culture of Premier Service

Grow the Passion for Helping People

Premier Service 4‐Star LivingHelping People Help

Themselves

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Healthy Living

Healthy EatingHealthy Eating

Active LivingActive Living

Reducing Smoking and Substance

Abuse

Reducing Smoking and Substance

Abuse

Prevention, Early Detection &

Chronic Disease Management

Prevention, Early Detection &

Chronic Disease Management

Financial Security & Asset

Building

Financial LiteracyFinancial Literacy

Asset BuildingAsset Building

Entrepreneurship & Co‐op

Development

Entrepreneurship & Co‐op

Development

Career Development

Career Development

Educational Success

Win‐Win Relationships with

Schools

Win‐Win Relationships with

Schools

Programs for student success

and reducing drop‐out rates

Programs for student success

and reducing drop‐out rates

Scholarship program for Residents

Scholarship program for Residents

Adult Education programs/GED Assistance

Adult Education programs/GED Assistance

Strong Families & Positive

Relationships

Multiple on‐site programs build

trust

Multiple on‐site programs build

trust

Classes, mentoring, & faith‐based programs

Classes, mentoring, & faith‐based programs

Improved safety and security

Improved safety and security

High expectations of volunteering

High expectations of volunteering

Communities of HOPE Strategic Framework

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A Strategic Framework for Change


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Aligning Mutually‐Reinforcing Activities


Not just “What can we do?” but rather, “What strategy could actually succeed?”

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Engaging Community Partners


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One Piece in the Puzzle. But…


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Aligning Mutually‐Reinforcing Activities


What can we add to improve results?

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Starting to Get Traction


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Adding Incentives


Communities of HOPE Currency

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Building Momentum


“Let’s Do Lunch” at Gardenview Estates

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New Allies: Creative Community Pathways


Child Health Incubator Research Project (CHIRP)

Five year $4.5 million grant from the USDA

Promoting Healthy Eating for Kids 2‐8

Community Conversations on Food Justice

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Communities of HOPE Webinar

• Coming in January, 2016

• See the latest updates on this exciting project

• Learn many practical innovations

• September 2015 Presentation at the VHA’s National Population Health Symposium rated 4.75 our of 5

Indicate on the sheet if you’d like an invitation!

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Health in Manufactured Home Communities

“Owning a manufactured home on land leased in a trailer park amounts to ‘half the American dream.’” Katherine MacTavish, Human Development professor at Oregon State University.

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Resident‐Owned Communities

www.parkplaza.co‐op

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ROC USA – Spreading the Magic!

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Working with Park Plaza Leadership

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Congressman Keith Ellison at Park Plaza

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Agenda


• Managing Complexity

• New Techniques for Designing & Implementing Strategies


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Businesses Have Learned to Manage Complexity

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Of Course, Community Health is Different…

• Technology to manage the details of design

• Supply chain software

• Sophisticated modeling

• Strategic Scorecards

• Operational Scorecards

• Risk Management

• Theory of Constraints

But we can learn lessons to get better!

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Power of Mass Collaboration

“We have lived in this world where little things are done for love and big things are done for money. Now we have Wikipedia…

Suddenly, big things can be done for love.”

Clay Shirky, long‐time commentator on mass collaboration.

(Search for him at www.ted.com)

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How do Groups Get things Done?

Raise funds

Create an organization

Hire people to coordinate work

Focus primarily on the survival of your organization

Old Approach

Leverage an on‐line communication tools

Design systems that coordinate the output of a large group

Sustainable due to dramatic drops in the cost of coordination

New Approach

Source: Clay Shirky. TED Video on “Institutions vs. Collaboration”

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“Theory of Constraints”

No chain is stronger than its weakest link. Invest in improving the weak link.

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How Can We Get Better at Each Condition?

Source::

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Next Generation of Strategic Philanthropy

Authored by the same Mark Kramer who played a key role in defining strategic philanthropy in 1999 (and others).

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New Tools for Emergent Strategy

“Foundations that seek to address complex problems directly, however, need a new set of tools.”

“…Emergent strategic philanthropists will continually strive to react to changing circumstances, so flexible and textured frameworks such as system maps must replace the linear and one‐dimensional logic models...”

Source: Strategic Philanthropy for a Complex WorldJohn Kania, Mark Kramer, and Patty Russell SSIR Blog: Summer 2014

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Funders Often Require Logic Models

Logic Models were designed for PROGRAMS. They are problematic for complex issues and community strategies.

Source: University of Wisconsin Extension Cooperative Extension, Program Development and Evaluation

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Managing Collaborative Work Gets Painful

Work Plans typically become unmanageable.

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Agenda


Managing Complexity

• New Techniques for Designing & Implementing Strategies


i. utilizing business strategies for community...

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