Tag Archives: change management

Get Aligned, Get Clear, Manage to Lead, Plan Change

From Vision to Action! How to Align Your Team and Execute Your Plan

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In today’s rapidly evolving landscape, having a clear and well-defined strategy to win the game you are playing is critical. It’s the roadmap that guides your organization towards its goals and ensures that every action and decision aligns with your vision.

However, crafting and implementing an effective strategy can be a complex and daunting task. This is where the IntelliVen Strategy and Planning Offsite comes into play.

Why the Strategy and Planning Offsite with IntelliVen?

If you’re at the helm of an organization, you understand the importance of strategic planning. You also know that it’s not enough to simply have a strategy; strategy needs to be translated into a practical operating plan that guides your team’s actions throughout the year. The IntelliVen Strategy and Planning Offsite helps leaders like you bridge the gap between strategy development and successful execution. 

The Strategy and Planning Offsite empowers you and your executive team with:

  • Clarity: Achieve a clear and common understanding of your organization’s current state, the case for change, and your target next state.
  • Strategic Initiatives: Identify strategic initiatives that will propel your organization from its current state to where you aspire to be next and prioritize actions that will close the gap based on their impact and feasibility, culminating in a roadmap for implementation.
  • Resource Allocation: Determine roles, responsibilities, and resource requirements for your most important initiatives. This includes allocating the staff, time, money, and other resources needed to make them a reality.
  • Financial Alignment: Align your financial and operational plans with your strategic initiatives. This ensures that your strategic initaitives are not side-jobs to be done as time permits but, instead, are woven into the mainstream of day-to-day activities.
  • Effective Communication: Develop a clear communication strategy to convey your vision and plan to all stakeholders, including your board, investors, employees, and partners.

The Outcomes

Working with IntelliVen Senior Oprating Partners, leaders will achieve key outcomes from their Strategy and Planning Offsite:

  • Alignment:  Participants agree on your current state, case for change, target state, and the necessary actions for each strategic initiative.
  • Implementation Readiness: Lay the groundwork for the successful implementation of strategic initiatives, and establish a governance process understood and agreed upon by all participants. 
  • Team Cohesion: Participants leave the offsite with a deeper understanding of each other and a stronger commitment to the organization’s mission and leadership.

Get Started with IntelliVen

If you’re ready to take your organization  to the next level, it’s time to consider the IntelliVen Strategy and Planning Offsite.  Contact us to learn more about how our team can help you identify and reach your strategic goals for the long-term.

Invest in your organization’s long-term future with the IntelliVen Strategy and Planning Offsite.
Contact us now!

Manage to Lead, Operations

Will you make sure you and your team accomplish the most important thing in the coming year?

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Leadership Offsites focus the top team for growth and performance as the current year closes and the next one starts. Offsites are typically of two types:

  • Plan Change – Identify what needs to be done differently to perform better and / or grow faster.
  • Initiative-to-Action – Launch the most important initiative(s).

Kurt Lewin, the father of Organization Dynamics, taught that change happens in three stages: Unfreeze, Change, Refreeze.

John Kotter studied over one thousand initiatives to identify eight reasons change fails to happen as intended.

IntelliVen Manage to Lead System Modules integrate Lewin and Kotter insights to help leaders conceive and implement Planned Change as suggested in the figure below.

1. Collect Insights

IntelliVen Offsites (circled in the figure) start with an electronic survey and one-on-one interviews with top team members to gain insight into how the organization functions as a whole, and / or in the context of the single, most important initiative, with these questions:

  • How are things today?
  • What good things happen if we change and what bad things happen if we do not?
  • How would things be if the ideal change were successfully implemented?
  • What needs to be done to go from where we are today to where things would ideally be next?
  • What will make it hard to do what needs to be done?

2. Share Insights with Leader

We organize collected data for the Leader and:

  • Highlight important and surprising findings.
  • Prepare to share it with the full team.
  • Help the leader prepare to articulate Where the Organization has Been, Where it is Now, and Where it is Headed to capitalize on the opportunity afforded by the offsite for the Leader to Set Direction, Align Resources, and Motivate Action.

3. Facilitate Team Offsite

At the offsite, IntelliVen Senior Operating Partners guide the Leader and Team to review insights, align to reach consensus on each of the five topics, and to decide what needs to be done using the workplans and facilitation approaches described here:

Next Step

Schedule a Zoom session with PeterD to explore how IntelliVen Senior Operating Partners can help you and your team wrap up this year and get ready for the next as we have so successfully with many others over the years.

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Get Aligned

Ten Steps to Drive Change from the Inside

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If you are frustrated by an organization resistant to embracing a change you believe is right, consider using the following steps as a road map to seeing your ideas through to reality:

Get Clear.

Write-up and share your point of view. While what you have in mind may seem clear to you, it likely is not yet to others. Writing about what you want to happen forces you to work out the logical progression of thought and to fill in the details to tell the story in a way others can understand. Share what you write with others to test for clarity and ask for help to make it clearer.

Focus on value.

Emphasize the business value your change would generate in terms others, especially those in positions of authority, can understand and appreciate.

Set the context for change.

Use the change framework to explain how what you have in mind to change exists today, why it needs to change, how it will be in the future, what must be done to get from here to there, and what will be difficult about effecting the change.

Continue reading Ten Steps to Drive Change from the Inside →

Manage to Lead, Presentations

Don’t Just Change: Perform Better and Grow Faster

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Strategic Leadership is to change your organization the way you want. You don’t just want change, though, because change means different, not necessarily better.

We could say develop, which implies better, but towards what end? More specifically we want to improve, but in what ways? What we want is to improve how well we do what we do, or performance, and how much of it we do, or growth.

In the end, a leader’s aim is almost always to perform better and grow faster. And that’s what the IntelliVen Manage to Lead Immersion Program is about. We give you the power to change your organization so that it performs better and grows faster.

Our mission is to help you as leaders, teams, and organizations get clear, aligned, and on track to reach your potential to perform and grow. The program road map shows how we do it.

The MtL Immersion Program is ten modules organized into three segments:

  • Get Ready Modules 1-5 reveal how to describe an organization as it exists in the present and prioritize ways to improve its performance and growth.
  • GO Modules 6 – 8, address how to plan and govern Strategic Initiatives to effect intended change.
  • Guide Modules 9 and 10 are about how to efficiently keep track of progress and provide management attention for success.

Every module includes new material, accessed via a Learning Management System hosted by a major university, thay you apply on a practice case and then on your case, first on your own, then with your team, then across teams and with outside executives and, finally, with instructors.

Certificates of completion, competence, and distinction are awarded based on preparation, participation, and quality of your Final Project submission.

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Manage to Lead

Your Case is the Course

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Any organization is more likely to reach its potential to perform and grow when its leaders are clear about their organization today, where it is headed next and why, and when they know how it will get there. Strategic Leadership: Manage to Lead Using the Seven Truths introduces a straightforward yet rigorous way to describe and assess any organization as it exists and as its leaders would like it next to be considering external and internal threats and opportunities.

Continue reading Your Case is the Course →