For More Information: Dynamic Relationships, www.dynamic-relationships.com
Purpose: To accelerate the strategic planning process by allowing creativity and innovation while inspiring the organization’s people to SOAR.
Outcomes: • Develops a whole system perspective • Uncovers the strengths and opportunities of the organization • Cocreates the values,vision,and mission of stakeholders • Develops a strategic and tactical plan • Identifies the structures, systems, and processes • Engenders continuous informed appreciative reflection and action
When to Use: • For environmental scanning • To accelerate existing strategic planning processes • To create strategic and tactical plans • To embrace a whole systems approach to strategic planning • To heighten awareness of organizational relationships and how to best use these relationships
When Not to Use: • Leadership is not supportive (top-down approach) • Participants are not empowered to act on their aspirations and plans
Number of Participants: • 10–400
Types of Participants: • Internal and external organizational stakeholders
Typical Duration: • Preparation: 0.5 day to 1.5 days • Process: 0.5 day to 4 days (average is 2–3 days) • Follow-up: Continuous
Brief Example: A health-care facility was in a shutdown state and needed a “last-ditch effort.” The administrator gathered 76 stakeholders to discuss creating constructive accountability and strategic initiatives so corporate would not close the facility. The results were a 20 percent increase in census within six weeks, improved employee morale and resident satisfaction, and the facility broke even for the first time in three years.
Historical Context: Created in 2000 by Jackie Stavros, David Cooperrider, and Lynn Kelley. Theory Base: Appreciative Inquiry, Dialogue, Whole Systems Approach to Change, Lippit’s Preferred Futures, Strengths-Based Theory by Don Clifton, Social Construction, and Positive Organizational Scholarship.
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