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Strategic Doing in the Northland Region: A Workshop Ed Morrison Purdue Center for Regional Development November 19-20, 2009 Monday, November 23, 2009

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Slides from a Strategic Doing workshop held in Duluth, MN in late November 2009.

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Page 1: Northland Strategic Doing Workshop

Strategic Doing in the Northland Region:A Workshop

Ed MorrisonPurdue Center for Regional DevelopmentNovember 19-20, 2009

Monday, November 23, 2009

Page 2: Northland Strategic Doing Workshop

Strategic Doing in the Northland Region:A Workshop

Ed MorrisonPurdue Center for Regional DevelopmentNovember 19-20, 2009

Monday, November 23, 2009

Page 3: Northland Strategic Doing Workshop

1. A stronger regional leadership team

2. A Northland Strategic Action Plan Version 0.1

3. Leaders who understand how to guide Strategic Conversations with Strategic Doing

4. Leaders comfortable with the Web 2.0 workspace: Northlandstrategy.net

My Outcomes

Monday, November 23, 2009

Page 4: Northland Strategic Doing Workshop

• Focus on the task at hand

• Speak from your experience

• No speeches, No bumper stickers

• Raise issues early

• Challenge each other to think more clearly

• Put your cell phones away

• Break when you need to

Ground Rules

Monday, November 23, 2009

Page 5: Northland Strategic Doing Workshop

• Module 1: Open Networks

• Module 2: Strategic Outcomes

• Module 3: Strategic Initiatives

• Module 4: Web 2.0

Monday, November 23, 2009

Page 6: Northland Strategic Doing Workshop

Why networks?

Monday, November 23, 2009

Page 7: Northland Strategic Doing Workshop

The iPhone production

network

Question: Who makes the iPhone?

Answer: A network ledby Apple

Monday, November 23, 2009

Page 8: Northland Strategic Doing Workshop

Question: How many companies made the Wizard of Oz?

Answer: One(Metro-Goldwyn Mayer)

Monday, November 23, 2009

Page 9: Northland Strategic Doing Workshop

Question: How many companies made the Spider Man 3?

Answer: Fifty-six(working in a network)

Monday, November 23, 2009

Page 10: Northland Strategic Doing Workshop

Question:How did regions function in a pre-networked world?

Cities

Counties

K-12

Economic

Development

Workforce

Social

Service

State

Agencies

Federal

Agencies Chambers

Post-

Secondary

State

AgenciesState

Agencies

Federal

AgenciesFederal

AgenciesFederal

Agencies

Libraries

CountiesCounties

CitiesCities

Post-

SecondaryPost-

Secondary

ChambersChambersSocial

ServiceSocial

Service

LibrariesLibraries

K-12K-12

Economic

DevelopmentEconomic

Development

WorkforceWorkforce

Answer: Silos

Monday, November 23, 2009

Page 11: Northland Strategic Doing Workshop

Question:How do regions function in a networked world?

Cities

Counties

K-12

Economic

Development

Workforce

Social

Service

State

Agencies

Federal

Agencies Chambers

Post-

Secondary

State

AgenciesState

Agencies

Federal

AgenciesFederal

AgenciesFederal

Agencies

Libraries

CountiesCounties

CitiesCities

Post-

SecondaryPost-

Secondary

ChambersChambersSocial

ServiceSocial

Service

LibrariesLibraries

K-12K-12

Economic

DevelopmentEconomic

Development

WorkforceWorkforce

Answer: Still Silos

Monday, November 23, 2009

Page 12: Northland Strategic Doing Workshop

We need new approaches to think and act strategicallywithin our communities and regions

Strategy answers 2 questions: Where are we going? How will we get there?

Monday, November 23, 2009

Page 13: Northland Strategic Doing Workshop

Strategic Planning evolved to handle the complexities of managing large hierarchies...like the military and Fortune 500 companies

Monday, November 23, 2009

Page 14: Northland Strategic Doing Workshop

Strategic Planning evolved to handle the complexities of managing large hierarchies...like the military and Fortune 500 companies

A small group at the top did the thinking

A larger group at the bottom did the doing

Monday, November 23, 2009

Page 15: Northland Strategic Doing Workshop

Strategic Planning does not work in open networks...

There is no top or bottom to a network, so no one can tell anyone what to do.

Monday, November 23, 2009

Page 16: Northland Strategic Doing Workshop

Strategic Planning does not work in open networks...

There is no top or bottom to a network, so no one can tell anyone what to do.

Monday, November 23, 2009

Page 17: Northland Strategic Doing Workshop

Strategic Doing is designed for open networks...where there is no separation of thinking from doing

Monday, November 23, 2009

Page 18: Northland Strategic Doing Workshop

Strategic Doing is like paddling a kayak in the ocean

The task requires quick strategic decisions and continuous “doing”

Monday, November 23, 2009

Page 19: Northland Strategic Doing Workshop

Strategic Doing is simple, but not easy. It takes practice...As we answer these questions, we generate the components of our Strategic Action Plan

Monday, November 23, 2009

Page 20: Northland Strategic Doing Workshop

Strategic Doing is simple, but not easy. It takes practice...As we answer these questions, we generate the components of our Strategic Action Plan

Strategic Action PlanVersion 0.1

Strategic Action PlanVersion 0.1

Strategic Action PlanVersion 0.1

Strategic Action PlanVersion 0.1

Strategic Action PlanVersion 0.1

Monday, November 23, 2009

Page 21: Northland Strategic Doing Workshop

Strategic Doing quickly generates “link and leverage” strategies...Connecting our assets to our opportunities

Strategic Doing produces

alignments, links and leverage

Monday, November 23, 2009

Page 22: Northland Strategic Doing Workshop

19© 2008, Brian D. Thompson, UWM Research Foundation 10/6/08

Funds

Fluid Transport/ Civil & Ind. Engr.

Detection

Materials

Bioscience

Pumps/ Valves/ Components

Analysis/ Measuring/

Control

Water User

Consumer Products

Treatment/ Processing/ Softening

Utilities

Funding Agencies

Academic Institutions

Private SectorPublic Sector

DOE

EPA

NSF

USDA

DoD

NOAA/DOC

Interior

World Bank

Foundations

InternationalPartners

NIHGreater

MilwaukeeFoundation

UWM

Marquette

UW-Madison

WATER Inst.Chem & Biosci

School of Freshwater Science

CEASPhysics

MSOEFluid Power

Rapid Proto Center

M7/GMC MMSDCity of

Milwaukee

DNRUNDP

Federal Government

Municipalities

Water Council

Pentair• Filtering & purification

GE

Badger Meter• Water meters• Meter reading systems

Procorp• Water reuse & softening • Phosphate & radium removal

AO Smith• Water heaters

Kohler• Faucets• Materials, coatings, plating• Casting technology

Miller Coors• Intake quality, output quality• Energy consumption

AquaSensorsThermo Fisher

Scientific

Fall River

Great Lakes Water• Water treatment equipment Advanced

Chemical Systems• Ind. wastewater treatment

CH2MHILL• Engineering services

ITT

Sanitarie• Wastewater treatment

design

Flygt• pumps

SiemensJoyBucyrus

Veolia• Water utilities

OpportunitiesEnvironmental• Algae control (& exploitation)• Removal of PCBs from lakes & rivers• Storm water containment, • Road salt• Ship’s ballast – policy/enforcement• Aquaculture• Lake Michigan contamination• Policy issues – metering/incentives

Energy/Efficiency• Ethanol production efficiency• Tar sands water treatment• Elimination of boiler scaling• Increasing brewing efficiency• Increased efficiency of water heating• Speeding treatment for large volumes• Increasing treatment efficiency

Processing/Treatment•Municipal wastewater treatment–Storm water treatment–Reduced use of chemicals•Industrial wastewater treatment–Farm manure, food processing waste, metals–Utilizing sewer sludge•Residential Water Treatment–Residential water treatment, home filtration–Residential Water softening without salt

•Reverse Osmosis•Softening•Ships ballast - treatment•Treatment targets–PCBs in sewer pieps–Desalinzation–Radium in ground water–Pharmaceuticals–Phosphate

Monitoring/Detection• Water security• Real time monitoring • User detection systems• Real time sensing for life forms• Pharmaceuticals

Milwaukee 7 Water Cluster

Monday, November 23, 2009

Page 23: Northland Strategic Doing Workshop

19© 2008, Brian D. Thompson, UWM Research Foundation 10/6/08

Funds

Fluid Transport/ Civil & Ind. Engr.

Detection

Materials

Bioscience

Pumps/ Valves/ Components

Analysis/ Measuring/

Control

Water User

Consumer Products

Treatment/ Processing/ Softening

Utilities

Funding Agencies

Academic Institutions

Private SectorPublic Sector

DOE

EPA

NSF

USDA

DoD

NOAA/DOC

Interior

World Bank

Foundations

InternationalPartners

NIHGreater

MilwaukeeFoundation

UWM

Marquette

UW-Madison

WATER Inst.Chem & Biosci

School of Freshwater Science

CEASPhysics

MSOEFluid Power

Rapid Proto Center

M7/GMC MMSDCity of

Milwaukee

DNRUNDP

Federal Government

Municipalities

Water Council

Pentair• Filtering & purification

GE

Badger Meter• Water meters• Meter reading systems

Procorp• Water reuse & softening • Phosphate & radium removal

AO Smith• Water heaters

Kohler• Faucets• Materials, coatings, plating• Casting technology

Miller Coors• Intake quality, output quality• Energy consumption

AquaSensorsThermo Fisher

Scientific

Fall River

Great Lakes Water• Water treatment equipment Advanced

Chemical Systems• Ind. wastewater treatment

CH2MHILL• Engineering services

ITT

Sanitarie• Wastewater treatment

design

Flygt• pumps

SiemensJoyBucyrus

Veolia• Water utilities

OpportunitiesEnvironmental• Algae control (& exploitation)• Removal of PCBs from lakes & rivers• Storm water containment, • Road salt• Ship’s ballast – policy/enforcement• Aquaculture• Lake Michigan contamination• Policy issues – metering/incentives

Energy/Efficiency• Ethanol production efficiency• Tar sands water treatment• Elimination of boiler scaling• Increasing brewing efficiency• Increased efficiency of water heating• Speeding treatment for large volumes• Increasing treatment efficiency

Processing/Treatment•Municipal wastewater treatment–Storm water treatment–Reduced use of chemicals•Industrial wastewater treatment–Farm manure, food processing waste, metals–Utilizing sewer sludge•Residential Water Treatment–Residential water treatment, home filtration–Residential Water softening without salt

•Reverse Osmosis•Softening•Ships ballast - treatment•Treatment targets–PCBs in sewer pieps–Desalinzation–Radium in ground water–Pharmaceuticals–Phosphate

Monitoring/Detection• Water security• Real time monitoring • User detection systems• Real time sensing for life forms• Pharmaceuticals

• Joe Aldstadt – analytical methods• Peter Geissinger – detection• Alan Schwabacher– pharmaceuticals in water

• Carmen Aguilar – microbiology• David Petering –metal metabolism • Val Klump

• Rohatgi, Pradeep – adv. castings, lightweight, lead-free • Aita, Carolyn – advanced coatings• Gong, Sarah – polymer materials

• Chen, Junhong – nano materials, sensors

• Li, Jin – pollutant transport modeling• Bravo, Hector – hydraulic modeling• Christensen, Erik – pollutants in water• Amano, Ryoichi - CFD• Pillia, Krisna – porous media modeling• Kevin Renken- mass transfer• Sobolvev – biproducts utilization• Doug Cherkauer – groundwater hydrology

• Jim Waples – water aging• Tom Consi – aquatic robots• Tom Grundle - harbors

• Tim Ehlinger – aquatic systems

• Burlage – PCR environmental test

• Shangping Xu – safe drinking water

Partnerships• Sponsored Research Proj.• Shared equipment• Graduates• Workforce training• Subcontractor/supplier• Extramural grant support• Philanthropic support

Cluster Effects• Shared resources/equipment• Collaborative grants• Improved competitiveness• Translational science

Milwaukee 7 Water Cluster

Monday, November 23, 2009

Page 24: Northland Strategic Doing Workshop

Disruptive innovation Swarm innovation

Strategic Doing produces a swarm of innovations

Monday, November 23, 2009

Page 25: Northland Strategic Doing Workshop

As we connect assets to our opportunities and actually do something, we notice the atmosphere changing...

The “network effect” takes hold...

Low

Low

High

High

Opportunities

Trust and

collaboration

Opport

unity

Zone

Inflection Point

Monday, November 23, 2009

Page 26: Northland Strategic Doing Workshop

Core Group

Focus 1

Focus 2

Focus 3

Focus 4

Initiatives Initiatives

At Purdue, we have used Strategic Doing to generate over 50 initiatives (each with metrics) in four focus areas...with one administrator

Monday, November 23, 2009

Page 27: Northland Strategic Doing Workshop

Here’s how the Northland narrative starts to emerge from the documents you have prepared

Monday, November 23, 2009

Page 28: Northland Strategic Doing Workshop

Leadership and Communication

Industry Transformation

Industry Innovation

Talent Development

Forestry and Fiber

MiningTransport Logistics

Innovative MFG

Creative

Next Energy

Biomedand Health

Care

Leadership Team

SponsorOrganizationsSponsor

OrganizationsSponsorOrganizationsSponsor

Organizations

STEM

Entrepreneurship

Here’s how your strategy starts to emerge from the documents you have prepared

PartnerOrganizations

Core Team

Strategic Focus Areas

Strategic Initiatives

Monday, November 23, 2009

Page 29: Northland Strategic Doing Workshop

Here’s how the new Northland narrative starts to emerge from the documents you have prepared

Sustainability

Innovation

Creativity

Entrepreneur

Talent

Health

Monday, November 23, 2009

Page 30: Northland Strategic Doing Workshop

We start with What could we do?

Monday, November 23, 2009

Page 31: Northland Strategic Doing Workshop

Leadership and Communication

Industry Transformation

Industry Innovation

Talent Development

Forestry and Fiber

MiningTransport Logistics

Innovative MFG

Creative

Next Energy

Biomedand Health

Care

Leadership Team

SponsorOrganizationsSponsor

OrganizationsSponsorOrganizationsSponsor

Organizations

STEM

Entrepreneurship

You have already started to answer that question...

Strategic Focus Areas

Monday, November 23, 2009

Page 32: Northland Strategic Doing Workshop

Do we have this right? Is it a good starting point?

Leadership and Communication

Industry Transformation

Industry Innovation

Talent Development

Forestry and Fiber

MiningTransport Logistics

Innovative MFG

Creative

Next Energy

Biomedand Health

Care

Leadership Team

SponsorOrganizationsSponsor

OrganizationsSponsorOrganizationsSponsor

Organizations

STEM

Entrepreneurship

Monday, November 23, 2009

Page 33: Northland Strategic Doing Workshop

Leadership and Communication

Industry Transformation

Industry Innovation

Talent Development

Forestry and Fiber

MiningTransport Logistics

Innovative MFG

Creative

Next Energy

Biomedand Health

Care

Leadership Team

SponsorOrganizationsSponsor

OrganizationsSponsorOrganizationsSponsor

Organizations

STEM

Entrepreneurship

Adult

Advocacy

Monday, November 23, 2009

Page 34: Northland Strategic Doing Workshop

• Module 1: Open Networks

• Module 2: Strategic Outcomes

• Module 3: Strategic Initiatives

• Module 4: Web 2.0

Monday, November 23, 2009

Page 35: Northland Strategic Doing Workshop

We start with What should we do?This is the strategic question which is really 2 questions: Where are we going? How will we get there?

Monday, November 23, 2009

Page 36: Northland Strategic Doing Workshop

Exercise: Define the coffee cup

Monday, November 23, 2009

Page 37: Northland Strategic Doing Workshop

Let’s start with defining an outcome.

Where are we going?

1. Pick an focus area

2. Define an outcome with 3 characteristics

Where do we want our region to be?

What will people be doing? And how will they be doing it?

Monday, November 23, 2009

Page 38: Northland Strategic Doing Workshop

Leadership and Communication

Industry Transformation

Industry Innovation

Talent Development

Forestry and Fiber

MiningTransport Logistics

Innovative MFG

Creative

Next Energy

Biomedand Health

Care

Leadership Team

SponsorOrganizationsSponsor

OrganizationsSponsorOrganizationsSponsor

Organizations

STEM

Entrepreneurship

We can use this network map to define our strategy more clearly

Strategic Focus Areas

Monday, November 23, 2009

Page 39: Northland Strategic Doing Workshop

• Module 1: Open Networks

• Module 2: Strategic Outcomes

• Module 3: Strategic Initiatives

• Module 4: Web 2.0

Monday, November 23, 2009

Page 40: Northland Strategic Doing Workshop

Monday, November 23, 2009

Page 41: Northland Strategic Doing Workshop

• Module 1: Open Networks

• Module 2: Strategic Outcomes

• Module 3: Strategic Initiatives

• Module 4: Web 2.0

Monday, November 23, 2009

Page 42: Northland Strategic Doing Workshop

• http://www.northlandstrategy.net/join

• Invitation Code: northland

• http://vimeo.com/channels/strategicdoing

Monday, November 23, 2009

Page 43: Northland Strategic Doing Workshop

• Module 5: Strategic Action Plan

• Module 6: Using Strategic Doing

Monday, November 23, 2009

Page 44: Northland Strategic Doing Workshop

Introduction:

What’s Changed

Our Opportunity

Our Vision and Purpose

1. Strategic Focus Area

‣ Outcome and Metrics

‣ Initiatives

‣ Action Steps

2. Strategic Focus Area

‣ Outcome and Metrics

‣ Initiatives

‣ Action Steps

Strategic Action Plans: Modular, simple

Monday, November 23, 2009

Page 45: Northland Strategic Doing Workshop

Our Vision

We will hand to future generations a Northland region that:

Embraces entrepreneurs with thick networks of connections to speed investment and encourage risk-taking;

Promotes creative minds and innovative thinking across business, education and government;

Transforms our education systems from early childhood to mature adulthood to provide the 21st century skills we need to prosper; and

Connects our region globally with the leadership skills to act strategically and prepare for what's next.

Monday, November 23, 2009

Page 46: Northland Strategic Doing Workshop

Talent DevelopmentForum

Entrepreneurship and Innovation

Focus Area

Education Transformation

Focus Area

Leadership and Networks

Focus Area

SponsorOrganizationsSponsor

OrganizationsSponsorOrganizationsSponsor

Organizations

Transformation Opportunities

Emerging Opportunities

Forestry and fiberMining

Transportation and Logistics

Innovative ManufacturingCreative and ProfessionalBiomed and Health Care

Next Energy

Monday, November 23, 2009

Page 47: Northland Strategic Doing Workshop

Entrepreneurial TalentForum

Entrepreneurship and Innovation

Focus Area

Education Transformation

Focus Area

Leadership and Networks

Focus Area

SponsorOrganizationsSponsor

OrganizationsSponsorOrganizationsSponsor

Organizations

Transformation Opportunities

Emerging Opportunities

Forestry and fiberMining

Transportation and Logistics

Innovative ManufacturingCreative and ProfessionalBiomed and Health Care

Next Energy

Monday, November 23, 2009

Page 48: Northland Strategic Doing Workshop

Talent DevelopmentForum

Entrepreneurship and Innovation

Focus Area

Education Transformation

Focus Area

Leadership and Networks

Focus Area

SponsorOrganizationsSponsor

OrganizationsSponsorOrganizationsSponsor

Organizations

Transformation Opportunities Emerging Opportunities

Forestry and fiberMiningTransportation and Logistics

Innovative ManufacturingCreative and ProfessionalBiomed and Health CareNext Energy

Monday, November 23, 2009

Page 49: Northland Strategic Doing Workshop

Entrepreneurial TalentForum

Entrepreneurship Focus Area

Education Transformation

Focus Area

Leadership and Networks

Focus Area

SponsorOrganizationsSponsor

OrganizationsSponsorOrganizationsSponsor

Organizations

Transformation Opportunities Emerging Opportunities

Forestry and fiberMiningTransportation and Logistics

Innovative ManufacturingCreative and ProfessionalBiomed and Health CareNext Energy

Research and InnovationFocus Area

Monday, November 23, 2009

Page 50: Northland Strategic Doing Workshop

Monday, November 23, 2009

Page 51: Northland Strategic Doing Workshop

• Module 5: Strategic Action Plan

• Module 6: Using Strategic Doing

Monday, November 23, 2009

Page 52: Northland Strategic Doing Workshop

Proposed Outcome:

We will build an internationally recognized entrepreneurial region in the Northland which will:

* Push the boundaries of our markets with business idea networks, business plan competitions, and new product development initiatives * Challenge young people to create their own jobs with creative entrepreneurial thinking * Expand our financial, management and mentoring networks to encourage entrepreneurial firms

Proposed Initiatives

To accomplish our outcomes we will

1. Triple the size of our Greenstone Group initiative in three years 2. Triple the size of Apex's strategy consulting initiative in three years 3. Triple the scope of our CEO's in Classroom initiative and move it into our Wisconsin counties 4. Launch a wood products cluster initiative through NRRI to engage up to 50 firms in a new product development network 5. Expand our web portal to include all 17 counties and expand the scope to focus on innovation and entrepreneurship resources 6. Launch a new business idea initiative targeted at our rural counties

Monday, November 23, 2009