Marine Ecosystem-Based Management (EBM) Implementation Workshop Building a Strategy Roadmap™ What is a Strategy Roadmap™? A Strategy Roadmap™ is the tangible product of an outcome mapping process. It is an explicit visualization of strategy on a page. The map is generally read from right to left, where: The intended end goals (the strategic intents) are located at the far right-hand side of the map High-level strategic outcomes that support achieving the end goal are directly linked to it Clusters of actions and enabling outcomes highlighted in the map represent major strategic thrusts that support achievement of the overall strategy, or capabilities that need to be either created or enhanced to successfully implement it The right-hand side of the map may be more or less detailed, depending on the context in which the map was created. Conceptually, there is a dividing line in the map between the left- and the right-hand side. To the left of this line, stakeholders have control over the actions they take and the resulting outcomes. To the right lies the broader system within which a complex challenge is being addressed. Actions on the left-hand side (LHS) have consequences on the right-hand side (RHS), but the behaviour of the system cannot be uniquely attributed to these actions. Here is an example of a Strategy Roadmap™ to illustrate what they can look like. Example: Alberta’s Land-Use Framework Knowledge Network The Strategy Roadmap™: This one has a distinct LHS and RHS. Eight (8) capacity areas emerged from the conversation with stakeholders: A large Knowledge Provision capability area comprising New Knowledge Creation, Acquisition of Existing Knowledge, Knowledge Mobilization, Modeling, Best Practices and Experience and Access and Transparency. The other capability areas were Land-use System Capability Building and Network Credibility and Performance. Page | 1 The Right Hand Side (RHS) The Middle Capability – “Modeling" – on the LHS (part of the “Capability System”) Page | 2 Where have Strategy Roadmaps™ been developed? *City of Wetaskiwin – strategy for economic and community development City of Calgary – strategy and business case for managing and sharing geographic information across all city departments Enmax Power – strategy for business transformation in its wholesale services organization *Oil Sands Research Information Network – mandate and strategy for a new Alberta Environment-funded organization at the University of Alberta, focused on Oil Sands mining reclamation, the environmental effects of oil sands development and related research, policy and practice; *ConocoPhillips – climate change strategy, developed for ConocoPhillips Canada and now adopted globally by the U.S. parent company Alberta Advanced Education and Technology–Life Sciences – innovation strategy and performance measurement framework for three Alberta Government-funded research institutes: agriculture, forestry and life sciences *Canadian Water Network NCE, a Canadian Networks Centre of Excellence, – national water science, research and technology transfer strategy and performance measurement framework University of Alberta, Department of Occupational Therapy – strategy and performance measurement framework for excellence in research and teaching *Central Local Health Integration Network - Ontario – strategy for health system integration and patient-centered care for a health region in Toronto *Alberta Advanced Education and Technology / Govt of Alberta – strategy for a knowledge network and community of practice to support the new Alberta Land Use Framework Alberta Transportation – strategy and business case for transportation information management Calgary Rotary Club – strategy for community service * Indicates Strategy Roadmaps™ that can be seen at this workshop. Why would a Strategy Roadmap™ be helpful to implementing Marine Ecosystem-Based Management? The process of “outcome mapping” engages stakeholders in thinking deeply about a challenge where they need to take collective action. The first step is to clearly articulate the intended final outcome, since this creates a laser-like focus on what is to be achieved. The end goal may or may not be well understood or agreed to by stakeholders at the outset, so attention is focused from the start on strategic intentions. At the City of Wetaskiwin, the targeted final outcome was: “Wetaskiwin provides economic growth, a high quality of life, and advantages for future generations.” For a health region in Ontario the targeted final outcome was: “Caring communities, healthier people and health system sustainability”. For Marine Ecosystem-based Management a number of final outcomes have been stated. Which one will give us the laser-like focus we will need to ensure success – what DOES success look like? Page | 3 There are many risks to success and reasons why strategies fail as shown in the following figure. A Strategy Roadmap™ provides a strong foundation for successful implementation of a strategy. Many strategies fail due to a variety of risks, including: Fragmented vision (Do we know what we are trying to accomplish?) Poor strategic alignment (Are we doing what we need to do to get there?) Poorly defined outcomes (How do we define success?) Incomplete sponsorship (Is there strong leadership?) Weak commitment (Are stakeholders committed?) Poorly defined roles (Does everyone know what they need to do?) Ineffective program management (Are we getting the intended results?) By bringing clarity to strategic goals and concretely identifying the actions and outcomes required to achieve them, outcome mapping helps to address these risks. The process of outcome mapping helps us to “find” together and articulate as clearly as possible our shared vision. The co-creative process and the resulting roadmap help to: communicate the logic and rationale for getting results show how each action contributes to outcomes; identify the required “necessary and sufficient” actions to achieve the outcomes surfaces key assumptions provides an effective way of communicating with stakeholders showing your entire collective intention and the necessary actions on one page (admittedly sometimes a big page) Page | 4 The process of outcome mapping helps to increase the alignment of existing and proposed projects, programs and initiatives by: ensuring that actions produce outcomes that are aligned with strategic objectives providing a high-level view of the required change identifying targeted results explicitly linking actions to outcomes The process of outcome mapping helps stakeholders to focus on results in the form of well-defined outcomes by: clarifying expected strategic outcomes identifying specific outcome streams providing a rational basis for establishing metrics to measure the achievement of results almost automatically creates an action plan for implementation that has a much higher likelihood of delivering what is needed The resulting Strategy Roadmap™ helps to address resource, support, accountability, responsibility and commitment needs by: showing the full scope of required activity; and surfacing resource and support issues and assumptions establishing a process for engagement and buy-in at all levels defining accountability and responsibility for actions and outcomes in a measurable way The resulting Strategy Roadmap™ provides a comprehensive framework for the effective management of collaborative projects, programs and initiatives by: providing an action plan for executing the strategy and a framework for monitoring and measuring results showing the complete scope and effort required to implement the entire strategy and subsets of the strategy depicts the core capabilities that are need to implement the strategy successfully identifying sources of risk and defining mitigating actions documenting major assumptions that may impact the successful delivery of the strategy showing the “downstream” impact of issues encountered during delivery The Strategy Roadmap™ Creates a Bridge between Planning and Execution The map creates a bridge between planning and execution: encouraging clear thinking when developing strategy, and providing a framework that can be used during implementation to clarify roles and responsibilities and to assign accountability, assign resources, set priorities, assess risk, monitor progress, and measure performance. Page | 5 David Forrest, CMC, Innovation Expedition Consulting Ltd.; [email protected]; 250-588-2035 R. Keith Jones, CMC, P.Biol.; Innovation Expedition Consulting Ltd.; [email protected]; 250-598-2635 Strategy Roadmap is a trademark of Global Vision Consulting Ltd. Page | 6
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