1. GPL Strategic Planning Process
2016

2. Traditional or Appreciative Strategic Planning
Traditional SWOT model of strategic planning
Internal Appraisal
STRENGTHS
Where we can outperform others
Weaknesses
Where others can outperform us
External Appraisal
Opportunities
What is our preferred future
Threats
Where are we at risk

3. SOAR Model Results Aspirations Opportunities Strength
What are our resources?
What are the measurable results?
Aspirations
Opportunities
What do we aspire to be?
Strength
What are the opportunities?
What are our greatest assets and strengths?
What do we need to get there?
How will we know we’ve arrived?
What is our collective intention?
What is our desired future?
What are the best things out there for us?
What can we do differently?
What works here?
What do we do well?

4. Principles of Appreciative Inquiry
Constructionist Principle Words create worlds Principle of Simultaneity Inquiry creates change Poetic Principle We can choose what we study Anticipatory Principle Images inspire action
Positive Principle
Positive questions lead to positive change
Wholeness Principle
Wholeness brings out the best
Enactment Principle
Acting “as if” is self-fulfilling
Free Choice Principle
Free choice liberates power

5. SOAR Process Inquire Imagine Innovate Inspire
Co-create purpose and values
Analyse the environment with staff and partners
SOAR Inquiry
Inquire
Generate long term initiatives
Generate Alternatives and Recommendations
Imagine
Develop short term objectives
Develop tactical and functional plans and integrated programs
Innovate
Implement
Measure and celebrate success
Continuously improve
Inspire

6. Steps in the Process Bring together a design team
Design the Inquiry Summit
Where, when, who?
What questions will we focus on in the inquiry?
How will we record the data? How will we use the input
Facilitate the summit
Use the priorities, ideas, recommendations and opportunities generated at the summit to create the strategic initiatives and overarching implementation plan
Get feedback from staff and partners
Finalize the strategic plan

7. Typical Ai questions
Tell me about your beginnings at GPL, what initially brought you to work here?
When you’re at your best, what do you feel you bring to your colleagues and residents of GPL? What would they miss out on if you weren’t here?
Think back to a situation or a time when you felt really proud of being of being here at the GPL, either because you were proud of your contribution or how people were treated or anything else that may have produced that sense of pride…Tell me the whole story…
What was happening?
What made it a peak experience for you?
What were you contributing?
What were others contributing?
What is the one thing that gives life an energy to the people at the GPL, the one thing that if it was lost would lead you to question if you would stay or move on.
Imagine you’ve been away from the GPL for 5 years, with no contact at all. Imagine now that when you walk through the doors five years later, the GPL has become everything you hopes it could be. Describe to me what would be happening? What will have changed? What will have remained the same?
If I gave you a magic wand and granted you three wishes that you could use to help the GPL become home you hope it could be, what would those 3 wishes be?
What are some things that could be done within the next 12 months to help the GPL head in the direction you’re dreaming of?

8. Agenda, Sept 23, 2016
Reconnect
Observations about the info from the audit
Start the list of people we think would be good facilitators
Schedule the training for facilitators
Schedule the overall period for the AI process to happen

9. Musts (what the Strat Plan will also have to include)
Culture and diversity plan
Accessibility
Risk management planning
Create/Update Policies
Emergency and pandemic planning
Performance evaluation and management
Implications of the Build

10. Possible Facilitators
Karen B Stephen P Andrew M Shelly McG Kevin Ken S Mary P Ginny M Jack D Doug McB Lisa B Laurie S We have their responses by Jan 27
Additional Writers
Betty Ann
Jennifer
Shaunette DOC
Andrew?
Leyla
Karen

11. Dates
Ai Summits: Weeks of March 21 and March 27 Facilitation training: March 1 Writing: April

12. Additional inputs
Other groups for input: Resident council Family council Medical advisory committee? Auxiliary/volunteers

13. Communication
Messaging Facilitators: Talk to them in January Context: Setting up for input from everyone for Strategic Plan Why we’re asking them in particular: Criteria for selection, balance in initiatives, expressed interest, cross section of org. To organization: Strategic Planning process started Input from all Process anticipated in March 2017

14. Questions we need to work on
Logistics and set up?
What does the location look like?
How many people are we expecting?
How should the room be arranged?
What supportive equipment and materials do we need?
Who will be the point person for logistics?
Focus of the interviews
What are the questions we need to ask?
How shall we deal with the physical data? (flip chart sheets, etc.)
Besides staff, are there any other stakeholders we should be talking to?
Communication
What do we need to tell staff?
By when?
By whom?

15. January 12, 2017
Update meeting Do we have clear objectives? Do we have the people as table reps? Do we have the schedule settled? Do we have the location? Do we have the communication in place?