1. Project Lead Workshop 2 Leading for Impact
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Project Lead Workshop 2 Leading for Impact
Session 3

2. Agenda Welcome and check-in Stakeholder engagement Next steps
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Agenda
Welcome and check-in
Stakeholder engagement
Next steps

3. This is the second of three Project Lead Workshops
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This is the second of three Project Lead Workshops
Session 1
Session 2
Session 3
Session 4
Session 5
Session 6
Session 7
Project Lead Workshop 2
Project Lead Workshop 3
CEO Workshop 2
Achieving Strategic
Clarity:
Intended
Impact
Theory of Change
Optimizing
Program Mix
Improving Performance
Ensuring Financial Sustainability
Managing and Measuring
Strategic Priorities
Project Sharing
and
Setting Milestones
Building a High-Performance
Organization
Project
Planning
Project Time
Maximizing Executive Team
Effectiveness
Understanding and Managing Unconscious Bias
Creating an
Effective
Decision-Making
Culture
Building Future Leaders
Leading Change
Setting a Team Effectiveness Agenda
Working Together with Different Leadership Styles
CEO Workshop 1
Project Lead Workshop 1
Strategy
Teams
Project
Plan the work
Do analysis and draw out insights
Prepare to implement

4. Checking in Please share: Your name, organization, and role
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Checking in
Please share:
Your name, organization, and role
A 30-second description of your project
And answer one of the following questions:
For your team, what has been the greatest “win” so far in the project process? OR
As Project Lead, what do you believe will be the single biggest challenge of your role going forward?

5. Agenda Welcome and check-in Stakeholder engagement Next steps
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Agenda
Welcome and check-in
Stakeholder engagement
Next steps

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Engaging the right people at the right time is critical to developing and implementing the best answer

7. First, identify the critical stakeholders
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First, identify the critical stakeholders
Groups that will be most affected by the work
Trusted influencers that could serve as strong promoters
Potential detractors that could stall progress
Key decision-makers that must be on board
As I mentioned earlier, the Leading for Impact program gives our team the opportunity to do two customized projects with support from The Bridgespan Group. We are currently in the midst of one of these projects, focused on strategic clarity.
[Explain context for the project, the key question, the analysis approach, how staff will be involved, and what to expect in terms of next steps and timing]

8. Next, consider how to engage them in the work of the project
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Next, consider how to engage them in the work of the project
Put them to work on the project
Steering Committee
Advisory groups
Client maps
Project management roles
Give them avenues to provide input
Interviews
Surveys
Focus groups
As I mentioned earlier, the Leading for Impact program gives our team the opportunity to do two customized projects with support from The Bridgespan Group. We are currently in the midst of one of these projects, focused on strategic clarity.
[Explain context for the project, the key question, the analysis approach, how staff will be involved, and what to expect in terms of next steps and timing]
Keep them informed
Overview of project intent and process
Frequent updates of project progress

9. Exercise: Thinking about engaging key stakeholders
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Exercise: Thinking about engaging key stakeholders
With your thought partner, consider:
Who will be affected by the decisions you are likely to make?
Who will influence the decision?
How can you best engage these groups, now and into implementation?
Customize by cohort:
If majority of clients have already had discussions on stakeholders on project calls, you can run this as a group discussion to share out
If clients would benefit from the exercise, then break into groups and use the hand-out
Capture your thinking on the Handout so you can share/test it with your full team later today

10. Group discussion: Engaging key stakeholders
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Group discussion: Engaging key stakeholders
Which stakeholder groups did your team identify?
Which group strikes you as the most important to engage?
How will you engage them?
What is going to be the hardest thing to get “right” with this group?
Customize by cohort:
If majority of clients have already had discussions on stakeholders on project calls, you can run this as a group discussion to share out
If clients would benefit from the exercise, then break into groups and use the hand-out

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Handout: Identify the critical few stakeholders (or groups) who should be involved and how
Key stakeholders (e.g., Program Directors)
What type of engagement?
(e.g., decision-makers, inform only, seek input)
How can we best engage them?
(e.g., one-on-one, in teams)
Critical points for engagement
(e.g., quarterly team meeting on April 1)

12. Agenda Welcome and check-in Stakeholder engagement Next steps
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Agenda
Welcome and check-in
Stakeholder engagement
Next steps

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Next steps
Project working lunch: Lead a discussion with your team. Some options…
Key stakeholders to engage and how
The most important activities that need to be accomplished by when and by whom, etc. (your emerging work plan)
Upcoming analyses you will conduct
Some other topic discussed with your coach
Draft a work plan and refine with your Bridgespan coach in the next week
Team and Bridgespan will use the work plan to discuss progress on analysis in upcoming calls
Team calls will continue through session 7
Ongoing contact between you and your Bridgespan coach

14. Additional resources (in addition to one another!)
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Additional resources (in addition to one another!)
LinkedIn
went out last month with links to join the LFI General group (Includes all Leading for Impact cities)
Classroom and project materials
For the latest and greatest classroom and project materials, please be sure to go to Bridgespan’s Leading for Impact resource page:
Update by cohort

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Find session materials and related tools online at:
Classroom Materials
Project Materials