INTRODUCTION TO STRATEGY Jose Luis Marantes

HOW WHY Mindful Action

WHAT IS STRATEGY?

Strategy is turning the RESOURCES you have into the POWER you need to get the CHANGE you want

Goals Strategy is… Into the what you need Turning what you have Resources To get what you want POWER

EVERYONE IS CAPABLE OF STRATEGIZING What is an example of a time you strategized in the past few days?

Motivated Flexible Resourceful Team-Based

PEOPLE & PROBLEM: THE ACTORS INVOLVED & THE CHALLENGE THEY ARE FACING PURPOSE: THE CHANGE YOU WANT TO WIN – YOUR CAMPAIGN GOAL POWER: YOUR THEORY OF CHANGE – WHAT YOU THINK IT WILL TAKE TO TURN THE RESOURCES YOU HAVE INTO THE INFLUENCE YOU NEED TO MAKE THE CHANGE PATH: IMMEDIATE ACTION STEPS, TACTICS DESIGNED ON A CAMPAIGN TIMELINE TO IMPLEMENT & TEST YOUR STRATEGY, EXPAND YOUR CONSTITUENCY, & DEVELOP LEADERSHIP

4 KEY QUESTIONS IN STRATEGIZING 1)Who are our PEOPLE and what is the PROBLEM? 2)What is our PURPOSE – the CHANGE that we seek in order to begin solving the problem? (Goal) 2)Where can we get the POWER? (Theory of Change) 2)What is our PATH - the TACTICS and TIMELINE it will take to build power over time?

MONTGOMERY BUS BOYCOTT

(STEP 1) WHO ARE OUR PEOPLE…MAP OF ACTORS?

E.D. Nixon Jo Ann Robinson Dr. Martin Luther King Rosa Parks (Step 1) Who are our People? The Leadership Team Rosa Parks

(STEP 1) WHO ARE OUR PEOPLE…MAP OF ACTORS?

Rosa Parks (Step 1) Who are my People? Constituency: Interests & Resources

Rosa Parks (Step 1) Who are my People? Opposition: Interests & Resources

(STEP 2) PURPOSE: WHAT CHANGE DO WE SEEK? What is the urgent or unjust PROBLEM that demands change? *The nightmare Why hasn’t that problem been solved? Who has the resources to solve the problem? Why haven’t they used them to solve the problem? What is the plausible or inspirational source of HOPE that things could change? *The dream

(STEP 2) PURPOSE: WHAT’S THE GOAL? Strategic Goal: What could they act on NOW? Mountaintop Vision: What dream did they want to achieve?

(STEP 2) PURPOSE: STRATEGIC GOAL – CRITERIA 1.Focus - on a single strategic outcome 2.Motivational Force *Connect with hearts & guts of your people. 3.Point of Leverage *our strength, their weakness 4.Measurable, visible, clear feedback *know if we are making progress and if we’ve won 5.Concrete Timeline *begin to act on this now, has foreseeable end 6. Contagious - can be emulated by others

(STEP 3) POWER: THEORY OF CHANGE  Theory of No Change  Communication Theory  Technical Theory  Informational Theory  POWER THEORY

ORGANIZING SENTENCE We are organizing (WHO - constituency) To do (WHAT – measurable goal) Through (HOW – tactics) By (WHEN - timeline)

LEADERSHIP Taking responsibility for enabling others to achieve purpose in the face of uncertainty