YC - The Forum on Education Abroad Strategic Planning

YC - The Forum on Education Abroad Strategic Planning

FINDING YOUR FORTE STRATEGIC ARTICULATION KICKOFF MAY 2020

OUR GOAL FOR TODAY • Kickoff strategic planning project • Share the approach and plan for developing our strategic articulation • Begin Stakeholder assessments OUR AGENDA • Welcome & Introductions • Meet Your Crescendo • Finding Your Forte Approach to Strategic Planning • Project Plan and Timeline

• Stakeholder Assessment Approach • Strategic Articulation Retreat Series • 10 minutes of Q&A and Next Steps

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STRATEGIC PLANNING COMMITTEE MEMBERS  Keshia Abraham Founder, Abraham Consulting Group (Forum Council)  Tracey Bradley Executive Director, Tennessee Consortium for International Studies (TnCIS) (Chair, Forum Council)  Kendall Brostuen Director, Office of International Programs, Brown University  Enda Carroll Associate Director, UCD Global, University College Dublin (Chair, Forum Board of Directors)  Chris Elliott Assistant Dean of Global Affairs, McIntire School of Commerce, University of Virginia (Forum Board of Directors)  John Lucas President & CEO, ISEP (Forum Board of Directors)  Bill Martens CFO, IES Abroad (Forum Board of Directors)  Lindsay McCauslin  Natalie Mello

Director of Membership and Outreach, The Forum

VP for Programs, Training and Services, The Forum

 Joy Phaohouvaninh Director, Illinois Abroad and Global Exchange, University of Illinois Urbana-Champaign (Forum Council)  Léa Senn Associate Director International Education, Universita Cattolica  Bruce Sillner The Center for International Programs, SUNY New Paltz (Forum Board of Directors)  Lorna Stern Vice President, Arcadia University (Forum Board of Directors)  Melissa Torres President & CEO, The Forum

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ABOUT YOUR CRESCENDO Our Approach

We ignite purpose and its pursuit in organizations, teams and individuals through intentional vision and strategy with their gifts, passions and motivations front of mind.

LEADERS

TEAMS

INDIVIDUALS

Leadership on Purpose • Leadership Development • Executive / Leadership Coaching

Finding Your Forte • One-on-One Coaching

Building High Performing Teams • Team Retreats • Forums • Strategic Planning Facilitation Finding Your Forte • Strategic Articulation • Grow-To- Market Strategy

A Moving Performance To bring it’s’ most inspired performance, a symphony must have talented musicians that are at their best, well rehearsed and all engaged on the experience it is looking to inspire for its audience. Our mission is to orchestrate an inspired performance for maestros, instrument sections and musicians to bring their best performance.

Placement on Purpose • TalentAcquisition • Full-Time Roles • Consultants and Contractors

• Group Coaching • Speaker Series

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MEET OUR TEAM

Dominique Tate-Williams

Reggie Hammond • Purpose and Vision Architect • Strategic Articulation Specialist • Strategic Planning Consultant • Management Consulting & Client Relationship Management • Facilitator

Erika Williams • Seasoned professional in the philanthropic sector with nearly 20 years of grant making experience • Fund Development specialist, stakeholder engagement strategist • Thought leader in coalition building and collective impact.

• Stakeholder Assessment Specialist • Strategic Articulation Experience Manager • Non-Profit Practitioner • Serial Education Abroad Participant and Enthusiast • Management and Marketing Consultant

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OUR APPROACH

Why is Finding Your Forte Important? All too often, organizations are drawn to business as usual and don’t take the opportunity to be strategic about performing in a way that plays to their strengths, leverages their passions and rewards them in ways that motivate them. Using purpose as a strategy drives engagement, visionary focus and impact.

FIND YOUR FORTE

FIND YOUR FORTE

Gifts

PURPOSE

Passions

Motivations

Short term

Medium term

Long term

VISION

IMPACT

COMPOSE YOUR MASTERPIECE

Optimal Contribution

Vision Snapshots

VISION

Your Best Needs A Strategic Plan

Why You Need Your Forte

PLAN

PLAY YOUR CRESCENDO

YourMostOrganic Success and TargetedOutcomes

Stronger Organizational Performance

Leadership from Your Strength

Engagement and Fulfillment

Monuments need a Blueprint

You need Your Forte

Companies need a Strategy

Symphonies need a Composition

IMPACT

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HOW WE ARTICULATE STRATEGIES

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3.0 OUR PROJECT PLAN

April - May 2020 May – June 2020

Current State – Environmental Scan • Strategy Framework Leadership Briefing

Stakeholder Pulse Checks (During and Post conference) • Focus Groups and Surveys

Finding Your Forte June – August 2020 July – August 2020

Strategic Articulation Development • Vision Casting: Think Big, Start Small, Scale Fast

• Headline Indicators: How will we drive and measure our success? • Differentiators: What things must we do differently goingforward? • Strategic Priorities and Critical Initiatives

Report Out to Key Stakeholders

Composing Your Masterpiece

August - November 2020

Future Phase Work Planning and Launch Execution • Post Strategic Articulation in Project Management Portal • Fund Development Strategy Launch • Forte Coaching for Leadership Team to Drive Execution and Performance

Play Your Crescendo

• Recommended Process and Organizational Changes • Manage and Monitor Execution of Implementation

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OUR STAKEHOLDERS WHO ARE THEY AND WHAT DO THEY THINK

Survey Net Promoter Score

Focus Groups Listening Posts

Video Tribute

Stakeholders

Forum Members

X

X

X

X

X

X

Education Abroad Administrators

X

X

X

Faculty

X

X

X

University / Campus Leadership

X

X

X

Program Providers

Affiliate Organizations

X

X

X

X

Staff

X

X

Board

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VIDEO: WHAT’S OUR FORTE?

Strengths “What we’re really good at”

Passions “What we love to do”

Motivations “What drives and fuels us”

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SURVEY: NET PROMOTER SCORE EXPLAINED

The Net Promoter Score is an index ranging from -100 to 100 that measures the willingness of partners to recommend an organization/s offerings to others. It is used as a proxy for gauging the customer’s overall satisfaction with an organization’s offerings and the stakeholder’s value proposition, loyalty and level of engagement. Net Promoter Score Calculation Stakeholders are surveyed on one single question. They are asked to rate on an 11-point scale the likelihood of recommending the company or brand to a friend or colleague. “On a scale of 0 to 10, how likely are you to recommend this organization to a friend or a colleague?” Based on their rating, stakeholders are then classified in 3 categories: detractors, passives and promoters.

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FOCUS GROUPS: LISTENING POSTS LEVERAGING SOAR FRAMEWORK

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OUR STRATEGIC PLANNING RETREAT SERIES APPROACH

Module 1: Purpose and Vision July 7

Module 2: Vision Casting July 21

Module 3: Headline Indicators and Differentiators July 28 Module 4: Strategic Priorities and Critical Initiatives August 11

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OUR STRATEGIC PLANNING RETREAT SERIES – DATES PLANNING

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VISION CASTING: VISION SNAPSHOTS – PHOTOS FROM THE FUTURE

Think Big 2025 and beyond

Start Small 2021

Scale Fast 2023

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NEXT STEPS

• Begin Stakeholder Assessments • Finalize key milestones and timelines • Notify participants and kick off stakeholder assessment activity

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STRATEGIC ARTICULATION ELEMENTS: EXPLAINED

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PURPOSE/MISSION WHAT WE’RE GOING TO DO • Our calling as an organization • Our why • What collectively engages our team, leadership, stakeholders,

partners and communities • What we will do

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VISION WHAT WE WILL SEE WHEN WE GET THERE

• What we want to see once we’ve done our work

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CORE VALUES WHAT’S IMPORTANT AND WHY

• What we will hold near and dear to in our work • How we will operate and pursue impact

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HEADLINE INDICATORS WHAT TO MEASURE SO WE KNOWWE’RE MAKING PROGRESS…

• What metrics will show us progress • What’s our scoreboard

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DIFFERENTIATORS WHAT WE MUST DO DIFFERENTLY

• What things do we need to do going forward that we don’t do today

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STRATEGIC PRIORITIES WHAT WE WILL FOCUS ON RIGHT AWAY

• What are the most important things for us to do to point directionally towards our future

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CRITICAL INITIATIVES WHAT PROJECTS WILL THIS REQUIRE

• What projects, resources and timing will we need to execute • What are their tasks and action items

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