The Portage Results Model
Not Another Paperwork Exercise...Define and Achieve a Better Future!
You have high hopes for the future of your organization, but you just aren’t making the progress you’d like. Perhaps you’ve created a strategic plan for your organization, but it’s just sitting on a shelf. It certainly isn’t guiding decision-making about your budget or programming. There isn’t clarity for your staff about what they should be focusing on, so they are canoeing in opposite directions. Your organization seems to change course on a regular basis, to put out a fire, respond to another external mandate or chase the latest shiny initiative. And your stakeholders have not been a part of the conversation about your future so they don’t buy in and are clamoring for change. Everyone involved is a good person, trying their best for the organization, but the results just aren’t there. Portage Partners has the answer: our ‘Results Model’ will set you up to achieve your desired objectives by creating a clear, well-understood map for the future and installing the right management structures for implementing it. This is not another paperwork exercise… this is about practical, on-the-ground work with your leadership team, staff, clients and stakeholders to define and achieve a better future for your organization!
ENGAGE: People are at the heart of the ‘Results Model’, both the staff and leaders responsible for implementation and the stakeholders who are directly impacted. Portage Partners trains your team and provides ongoing coaching for the critical skills needed to successfully create and implement your plan. This includes dynamic and fun facilitation of meetings as well as capacity building on key skills such as project planning, metric creation, organizational change management and project portfolio oversight. The process builds in numerous opportunities to meaningfully engage stakeholders in the conversation. From the inclusion of internal and external stakeholders on the planning team to World Café conversations to collect their views, your plan will be better because of the contributions of your broader community and stakeholders will have buy-in for the plan because they helped create it.
PLAN: Lacking a clear plan for the future is like sending members of your team off in a separate canoes without directions for where to paddle. You inevitably end up with each canoe landing at a different destination. And then you spend all of your time trying to get everyone back on track instead of making progress together on your ultimate journey. A great strategic plan is the foundation for achieving great organizational results. The ‘Results Model’ puts a priority on data-driven decision making, coherence at all levels of the organization and clear action steps to achieve desired results. The model uses data and information about the current state of the organization as well as stakeholder voices as a key input into making plan decisions. And to ensure that the plan is strategically focused, the model deliberately cascades decisions from the 50,000 foot organizational mission/vision all the way to individual employee’s daily desktops. The model produces a long-range ‘critical path’ for your organization that clearly defines the strategies and major initiatives you will use to meet your goals. Then, on an annual basis you will use data to decide about the specific initiatives from the long-range critical path the organization will focus on along with the contribution that sub-units and individual staff will make.
IMPLEMENT: This is where the work really comes alive! The ‘Results Model’ provides a process by which the annual portfolio of strategic projects is assigned to staff members and the leadership team meets regularly to review progress and support implementation of those projects. By assigning responsibility for project implementation to key staff members and installing regular leadership team review conversations into the calendar, you will get significant traction on your agenda. Your leadership conversations will be focused and you will be able to act nimbly and make adjustments to your agenda based on what you learn. Staff will be equipped to organize and execute on their assigned deliverables and have barriers removed by leadership at the reviews. Accountability for following through on work is greatly increased and the full energy and talents of the organization’s staff is leveraged in accomplishment of the strategic plan.