DoView® Visual Strategic Planning (a DoView® How-To Guide)

Traditional strategic planning - long text and table documentation - is dead

Use DoView® Visual Strategic Planning to:

  • Immediately 'see' what you're trying to do
  • Communicate faster with staff, stakeholders, management, funders
  • Check for visual 'line-of-sight' between priorities and activities.
  • Turn on a dime - change your priorities fast as circumstances change in this uncertain world
  • Do your annual (or more frequent) planning quicker - just tweak your priorities directly onto your visual strategic plan
  • Use DoView® software to track progress on your outcomes, measure performance, evaluate success and do outcomes-based contracting
  • Use your DoView® Visual Strategic Plan to discuss joint activity and common outcomes with others.  

See how to use the approach. Download the DoView free trial.


Doing DoView Visual Strategic Planning  

1   Download and get comfortable with using DoView in front of your strategic planning group.

2   Draw your Outcomes DoView using the set of rules for drawing them.

3   Break your model up into sub-pages so you can work with it when data projected. 

4   Mark up the boxes in your DoView with your priorities, e.g. A, B, C, BAU - Business As Usual.

5   Put in your proposed activities, or projects, as additional boxes on a new page.

6   Drag a link between each activity box and the steps in your DoView you think it will influence.  

7   Check you are focusing on the right things by looking for line-of-sight between your high-level priorities and your activities.

8   Hold all your strategic discussions against your DoView. 

9   Communicate your DoView as the electronic model, a letter-sized print-out, a larger poster, or a webpage version.

10 Get organizational alignment by using your DoView for additional purposes such as performance management, evaluation and contracting.


Detailed How-To

Download DoView outcomes and visual strategic planning software onto your computer. Get comfortable using DoView on your own, in front of close colleagues, and then in front of your strategic planning group. DoView is easy to learn, it's been designed to be used in real-time in front of planning teams or other groups (e.g. it has simple options, a clean interface etc.).

Look at the Tutorial Example File (Help > Tutorial Example File); Use the DoView Help System (Help > DoView Help). 

Draw your Outcomes DoView using the set of rules for drawing them. Your Outcomes DoView is a roadmap of your journey to success. It can include steps even when you can't control or measure them. It can include assumptions and even risks - write them in the positive. 

Look at example models from OutcomesModels.org.

Break your model up into sub-pages so you can work with it when data projected. 

To drill down to a new page Right-Click > Drill Down to New Page.

Mark up the boxes in your DoView with your priorities, e.g. A, B, C, BAU - Business As Usual.

5

Put in your proposed activities as additional boxes on a new page. Call them whatever you like (e.g. projects). Drill-down beneath activity boxes and provide as much detail as you want (e.g. who, what and when) if you don't have an existing system for such lower-level planning.

Start the names of your activity boxes with [A001], [A002]. . .

6

Drag a link between each activity box and the steps in your DoView you think it will influence.  

To link activity boxes to step boxes on other pages, select an activity box, move to the page with the step boxes on it, hold down Alt and click on the step you want to link to. 

7

Now, look at your DoView and check for line-of-sight between high-level priorities and activities to see if you are focusing your effort on the right things.

Use View > Count Links to see how many activity boxes map to any step box when you are checking for line-of-sight. List which activities map onto any step by doing a Right-Click > This is The Result Of.

8

Hold all your strategic discussions against your DoView Plan. By building it as a set of sub-pages your staff and stakeholders will always be able to read it and work with it when data projected.

9

Communicate your DoView plan in various ways. As the electronic model. As a letter-sized print-out. As a larger poster. As a webpage version.

Use File > Print as PDF to create a PDF. Use File > Create Webpage Model in combination with Dropbox to publish your model to the web. To create a poster select a larger page size from the down arrow to the right of the New Page icon at the bottom of the Page List. Go to the smaller pages you want to include on the poster and do a Right-Click > Copy Content on the Page Name. Right-Click > Paste As Clone to paste the content onto the poster. Cloning a box means that it will change in all the places that it appears regardless of which clone is being edited. 

You can paste your activities boxes onto your poster as well - Right-Click > Paste As Clone. Then select them all, check that the Link icon in the Tool Bar shows a straight line and Right-Click > Draw all Link Lines. This will show lines between your activities and steps within your DoView.

10

Now you have built your model you can achieve organizational alignment but using it for all sorts of purposes, e.g. tracking results, performance management, evaluation, outcomes-focused contracting.