OGSP® Process 

“We work with you to custom fit the process used to develop your initial portfolio of OGSP® documents to the unique needs of your organization.  This includes forming a Strategic Leadership Team (ideally 10 people or less).  These individuals are usually function heads who control most of the organization’s resources.  With non-profits, this Team often includes a few leaders from the governing board.

The full development process involves three full-day work sessions, with at least 4 weeks in between them to allow for homework completion by the small strategy teams (Click on the one-page icon to the right to download a copy of the process steps).  Our facilitator actively coaches those teams in their completion of the process deliverables.  It usually takes from 75-90 days on the calendar from inception to complete of the initial strategic plan.  Occasionally, we work with clients to complete a “lite” version of the OGSP® tools, when there are time or money constraints.  We have completed a number of these 1-day or 2-day assignments.

Pre-Work

  • Administer confidential OGSP® Strategic Assessment to all member of the planning team and any other stakeholders selected by the staff leader.  Share a verbatim summary with all respondents prior to Day One session.

  • All planning team members and assessment respondents receive What is OGSP® PowerPoint deck and article A Playbook for Strategy: The Five Essential Questions at the Heart of Any Winning Strategy as pre-reading before the Day One session.


OGSP Work Session Day #1 (~6-6.5 hours) –

  • Case for why we are here
  • Define OGSP® Process
  • What is success for the Senior Team
  • Summarize the Strategic Assessment
  • Confirm Mission
  • Define 3-Year Objective
  • Define initial 3-year Goal areas
  • Define “Where Play”
  • Define “How Win”
  • Identify Strategy candidates
  • Appoint captains; define the homework
  • Appoint OGSP® Internal Process Owner

Homework: 

  • Share Objective & Goals, refine
  • Engineer the Strategy candidates
  • Identify Plans for each Strategy
  • How Measure Each Strategy’s success
  • Begin the Won’t Do List®
  • Enroll key stakeholders in the process

 

OGSP Work Session Day #2 (~7-7.5 hours) –

  • Refinements to Aspiration?
  • Present Strategic choices and Rationale
  • Define Plans for each Strategy with Owner & Due Date
  • Review Measures for each Strategy
  • Share initial Won’t Do List® items
  • Conduct sufficiency check vs. defined Goals
  • Assess Relative Priorities
  • Training on Project Summary, OGSP Scorecard®, Resources & Barriers
  • Confirm overall OGSP® Goal areas

Homework:

  • Share Strategies and Rationale, refine
  • Feedback from middle management on Plans & resources
  • Complete Project Summaries
  • Quantify OGSP® Goals and Strategy metrics
  • ID OGSP® Glossary items

 

OGSP Work Session Day #3 (~7-7.5 hours) –

  • Review Project Summaries and suggested changes to the Plans
  • Confirm Won’t Do List®
  • Conduct Resource & Barriers check
  • How to also track Operating Priorities
  • Build OGSP Scorecard® for all Goals & Measures
  • Build annual Deployment plan
  • Define desired Behaviors
  • Agree to quarterly review process and annual renewal
  • Did we meet Senior Team’s success points?

Homework:

  • Define refinement areas
  • Finalize Operating Priorities Grid & Refine Relative Priorities
  • Complete Glossary via selected owner
  • Deploy the plan
  • Archive all support data
  • Confirm the Review and Renewal “cadence”