<?xml version="1.0" encoding="UTF-8"?>
<rss version="2.0"
	xmlns:content="http://purl.org/rss/1.0/modules/content/"
	xmlns:wfw="http://wellformedweb.org/CommentAPI/"
	xmlns:dc="http://purl.org/dc/elements/1.1/"
	xmlns:atom="http://www.w3.org/2005/Atom"
	xmlns:sy="http://purl.org/rss/1.0/modules/syndication/"
	xmlns:slash="http://purl.org/rss/1.0/modules/slash/"
	>

<channel>
	<title>Listening: A Strategy and Marketing Blog &#124; Hosfeld &#38; Associates &#187; Strategic planning</title>
	<atom:link href="http://blog.hosfeld.com/tag/strategic-planning/feed/" rel="self" type="application/rss+xml" />
	<link>http://blog.hosfeld.com</link>
	<description>Strategy and Marketing</description>
	<lastBuildDate>Tue, 30 Aug 2011 02:40:26 +0000</lastBuildDate>
	<language>en</language>
	<sy:updatePeriod>hourly</sy:updatePeriod>
	<sy:updateFrequency>1</sy:updateFrequency>
	<generator>http://wordpress.org/?v=3.2.1</generator>
		<item>
		<title>Strategy Jazz: Bringing the Artistic Mind to Strategic Planning</title>
		<link>http://blog.hosfeld.com/strategy/strategy-jazz-bringing-the-artistic-mind-to-strategic-planning/</link>
		<comments>http://blog.hosfeld.com/strategy/strategy-jazz-bringing-the-artistic-mind-to-strategic-planning/#comments</comments>
		<pubDate>Sat, 05 Jun 2010 15:54:05 +0000</pubDate>
		<dc:creator>Hosfeld &#38; Associates Inc.</dc:creator>
				<category><![CDATA[Strategy]]></category>
		<category><![CDATA[arts]]></category>
		<category><![CDATA[innovation]]></category>
		<category><![CDATA[intuition]]></category>
		<category><![CDATA[marketing]]></category>
		<category><![CDATA[Strategic planning]]></category>
		<category><![CDATA[Strategy Jazz]]></category>

		<guid isPermaLink="false">http://blog.hosfeld.com/?p=426</guid>
		<description><![CDATA[Think about the last strategic planning process you went through. Was it energizing? Did it create breakthroughs with lasting impact on the organization? Did it tap the creativity of the planning team? If it did, it’s likely that your process went beyond traditional planning techniques to tap the potential of the artistic mind. It was [...]]]></description>
			<content:encoded><![CDATA[<p>Think about the last strategic planning process you went through.  Was  it energizing? Did it create breakthroughs with lasting impact on the  organization? Did it tap the creativity of the planning team? If it did,  it’s likely that your process went beyond traditional planning  techniques to tap the potential of the artistic mind. It was likely more  like a strategy <em>design</em> session than a strategic planning session.</p>
<p>What’s the difference?</p>
<p>Effective <em>strategy design</em> calls on us to engage the artistic mind –  capable of pattern recognition, synthesis, story, empathy, play and  meaning-making – to create compelling futures that inspire adaptive  change.  In our Strategy Jazz workshop, we explore an archetypal pattern  of human creativity through the eyes of jazz musicians to see ways we  can get greater outcomes from strategy processes.</p>
<p>Strategy Jazz will be presented at the OSR (Organizational Systems Renewal) alumni conference at Seattle University, June 19, 2010, but can also be adapted for on-sites, retreats and other conferences.</p>
<p>Through this workshop, we invite participants to shift their mental  model of strategy design from a linear “planning” model to an  innovation-based approach that taps the artistic, intuitive mind.</p>
<p>Using conversations with jazz recording artists Greta Matassa and  Jovino Santos Neto, we take participants on a guided tour of the  elements of jazz improvisation, laying down an archetypal pattern that  repeats itself in our approach to strategic innovation for businesses  and other organizations.</p>
<p>The OSR Conference explores the emerging field of arts in the design  and leadership of change. For more information about the OSR Conference or to register, please visit the <a href="http://osr-nw.org/events/index.php?action=event-detail&amp;getthis=1340">event website.</a> To find out about options for presenting this workshop for your own organization, please <a href="http://www.hosfeld.com/about/contact.php">contact us.</a> Additional information is also available <a href="http://www.hosfeld.com/workshops/workshops_detail.php?id=9">here</a>.</p>
]]></content:encoded>
			<wfw:commentRss>http://blog.hosfeld.com/strategy/strategy-jazz-bringing-the-artistic-mind-to-strategic-planning/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Sustainability Sustains Through The Downturn and Differentiates Winners in the Upswing</title>
		<link>http://blog.hosfeld.com/green-sustainability/sustainability-sustains-through-the-downturn-and-differentiates-winners-in-the-upswing/</link>
		<comments>http://blog.hosfeld.com/green-sustainability/sustainability-sustains-through-the-downturn-and-differentiates-winners-in-the-upswing/#comments</comments>
		<pubDate>Mon, 01 Mar 2010 21:41:48 +0000</pubDate>
		<dc:creator>Hosfeld &#38; Associates Inc.</dc:creator>
				<category><![CDATA[Green - Sustainability]]></category>
		<category><![CDATA[business]]></category>
		<category><![CDATA[strategic]]></category>
		<category><![CDATA[Strategic planning]]></category>
		<category><![CDATA[Strategy]]></category>
		<category><![CDATA[Sustainability]]></category>
		<category><![CDATA[triple bottom line]]></category>

		<guid isPermaLink="false">http://blog.hosfeld.com/?p=354</guid>
		<description><![CDATA[By Ron Benton and Kathleen Hosfeld With a global economy in slow recovery and many businesses fighting for survival, what is the significance of sustainability thought, practices, and execution in shaping a better and more prosperous world?  A just-released comprehensive global study conducted by MIT’s Sloan Management Review and partners provides some revealing and reassuring [...]]]></description>
			<content:encoded><![CDATA[<p><strong>By Ron Benton and Kathleen Hosfeld</strong></p>
<p>With a global economy in slow recovery and many businesses fighting for survival, what is the significance of sustainability thought, practices, and execution in shaping a better and more prosperous world?  A just-released comprehensive global study conducted by MIT’s Sloan Management Review and partners provides some revealing and reassuring answers including the following:</p>
<ul>
<li>Sustainability is continuing to have a material impact on how companies think and act</li>
<li>Sustainability is surviving the downturn</li>
<li>Most firms are not decisively acting on the opportunities presented by sustainability</li>
<li>A small number of firms are capitalizing on the opportunities and reaping the rewards.</li>
</ul>
<p>What do these findings mean for you and your organization?  In general, the findings affirm that thoughtful investments in sustainability will positively differentiate early adopters in their industries.  The specifics depend on the issues your organization faces and where you and your firm are in your evolution of adopting and benefiting from sustainability practices.</p>
<p>The study also supports our assertion that engagement in sustainability has a developmental aspect to it.  It says that those who have experience in sustainability see more clearly the business case and strategic benefits it can offer. Those with less experience don&#8217;t have a clear sense of the business case for sustainability.  This suggests that a good way to explore sustainability is through a well-designed pilot. Well-crafted sustainability strategy projects can help companies explore the potential benefits of sustainability in ways that create value over the long and short term.<br />
Read the <a href="http://www.mitsmr-ezine.com/busofsustainability/2009#pg1">MIT Sloan Management Report &#8220;The Business of Sustainability.&#8221;</a></p>
<p><a href="http://www.hosfeld.com">Hosfeld &amp; Associates</a> and <a href="http://www.ronbenton.com">Ron Benton &amp; Associates</a> work together to offer services to help companies thrive in the sustainability economy. Additional details are available<a href="http://blog.hosfeld.com/strategy/alliance-provides-resources-to-companies-deepening-engagement-with-sustainability/"> here</a>.</p>
]]></content:encoded>
			<wfw:commentRss>http://blog.hosfeld.com/green-sustainability/sustainability-sustains-through-the-downturn-and-differentiates-winners-in-the-upswing/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Redesign: How Transformed Marketing Helps Bake in Sustainability</title>
		<link>http://blog.hosfeld.com/green-sustainability/fulfilling-sustainability%e2%80%99s-potential-the-role-of-marketing-and-the-top-line/</link>
		<comments>http://blog.hosfeld.com/green-sustainability/fulfilling-sustainability%e2%80%99s-potential-the-role-of-marketing-and-the-top-line/#comments</comments>
		<pubDate>Wed, 16 Sep 2009 21:54:29 +0000</pubDate>
		<dc:creator>Hosfeld &#38; Associates Inc.</dc:creator>
				<category><![CDATA[Green - Sustainability]]></category>
		<category><![CDATA[business]]></category>
		<category><![CDATA[Green Marketing]]></category>
		<category><![CDATA[marketing]]></category>
		<category><![CDATA[Stakeholder marketing]]></category>
		<category><![CDATA[Strategic planning]]></category>
		<category><![CDATA[Strategy]]></category>
		<category><![CDATA[Sustainability]]></category>

		<guid isPermaLink="false">http://blog.hosfeld.com/?p=238</guid>
		<description><![CDATA[By Kathleen M. Hosfeld Companies engage in sustainability initiatives in stages.  Starting small, and usually with operations-oriented steps, companies’ first experience with sustainability is focused on saving money.  Creating new revenues from sustainability happens at deeper stages of engagement.  At these deeper stages, marketing, which may have been only peripherally involved before, now plays a [...]]]></description>
			<content:encoded><![CDATA[<p>By <a href="http://www.hosfeld.com/about/bio.php">Kathleen M. Hosfeld</a></p>
<p>Companies engage in sustainability initiatives in stages.  Starting small, and usually with operations-oriented steps, companies’ first experience with sustainability is focused on saving money.  Creating new revenues from sustainability happens at deeper stages of engagement.  At these deeper stages, marketing, which may have been only peripherally involved before, now plays a strategic role in creating new opportunities to fulfill sustainability’s potential to the company and to stakeholders.</p>
<p>We’ve written before about the various stage models of sustainability engagement and <a href="http://blog.hosfeld.com/sustainability-marketing/two-roads-converge-in-a-wood/">how marketing shows up at each stage</a>. In the early stages, when companies are experimenting with waste, energy and resource management issues, their focus is on cost savings. This doesn’t translate well to marketing action, although in some rare cases, such as Cisco’s used equipment recycling program, it can become a new line of business.</p>
<p>Changes in the environmental features of products and services that occur in the middle stages of sustainability engagement can prompt marketing departments to redefine their respective value propositions. They can also activate marketing’s promotional, publicity and public affairs capacities to manage perceptions around green washing (allegations of superficial claims of environmental benefits).</p>
<p>At the deeper levels of sustainability engagement, where companies seek to fully integrate sustainability into product and service design and business model development, marketing plays a strategic role. At this stage, the ability to research and interpret customer wants and needs is essential to tapping the top line potential of the commitment to sustainability. It’s a significant opportunity for marketing to make a strategic contribution to the direction and focus of the organization.</p>
<p><strong>Team-Based Innovation Planning: Baking it In<br />
</strong></p>
<p>Up to this point, the changes the company has been undergoing are technical changes. You can hire a consultant to help you conduct a lifecycle analysis, measure your carbon footprint, advise on resource, energy and waste strategies.  But redesigning and re-imagining whole products, services and lines of business from a sustainability standpoint is “adaptive change.” At this stage, sustainability has been bolted on, now the task is to bake it in from scratch. It’s probably not something that anyone in the organization has done before. As a result, executives assembling and commissioning teams to do this work need to consider how best to convene, commission, guide and support them.</p>
<p><strong><span style="color: #0000ff;">Start from the Future </span></strong>– In the September 2009 edition of Harvard Business Review, R. Nidumolu, C.K. Prahalad, and M.R. Rangaswami write about research they have conducted with 30 companies integrating sustainability into their operations. “Don’t start from the present,” they advise.  Rather, start from a desired future state and work back. When Hosfeld &amp; Associates works with clients on these issues we like to start with the question: “What is the change we want to see in the world because of our work?” What business should we be in as a result?</p>
<p><strong><span style="color: #0000ff;">Feed the Process With New Insights </span></strong>– At this stage of sustainability engagement, customers and other stakeholders can play a co-creative role. Effective design and implementation of customer and stakeholder research can tap insights that will feed the innovation process. Marketing specialists on the innovation team best help other departments interpret research and learn how to understand customer needs.  Great ideas can also come from anywhere in the organization.  Effective approaches to sustainability innovation will tap the hidden genius of the organization.</p>
<p><strong><span style="color: #0000ff;">Build Engagement From the Start</span></strong> &#8212; The result of the planning process will be a strategy that must be implemented. As my colleague Ron Benton says “to be effective, strategy has to be constructed and owned by those who execute it.” This means creating cross-functional teams across organizational silos that can work together to solve complex problems. It also means creating opportunities for engagement during the planning process with those who may not participate directly in it.</p>
<p><strong><span style="color: #0000ff;">Mitigate the Challenges of Change </span></strong>– As an adaptive process, strategic sustainability innovation has the potential to create anxiety. It’s important to anticipate the anxiety of change and provide innovation teams with new tools. Building the team’s capacity to have fearless, frank and authentic dialogue and move quickly through areas of disagreement is fundamental. This means using conflict and resistance as tools for learning. Clear objectives and metrics can also provide guidance and support for making good decisions, assuring engagement and supporting execution.</p>
<p><span style="color: #0000ff;"><strong>Keep It Moving</strong></span> – If the goal is competitive advantage, strategic sustainability innovation can’t get hung up on internal turf squabbles, or get squashed by the tyranny of day to day operations. Organizations seeking this type of advantage must support teams with clear direction and the resources to keep it a top priority.</p>
<p>&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;</p>
<p>If you are interested in knowing more about how to integrate marketing&#8217;s capacity for innovation with your sustainability initiative, please <a href="http://www.hosfeld.com/about/contact.php">contact us.</a></p>
<p>Check out the Sustainability and Innovation edition &#8220;How Green Will Save Us&#8221; <a href="http://hbr.harvardbusiness.org/">Harvard Business Review </a></p>
]]></content:encoded>
			<wfw:commentRss>http://blog.hosfeld.com/green-sustainability/fulfilling-sustainability%e2%80%99s-potential-the-role-of-marketing-and-the-top-line/feed/</wfw:commentRss>
		<slash:comments>1</slash:comments>
		</item>
		<item>
		<title>Rerouting the brain to enhance marketing performance</title>
		<link>http://blog.hosfeld.com/change-management/rerouting-the-brain-to-enhance-marketing-performance/</link>
		<comments>http://blog.hosfeld.com/change-management/rerouting-the-brain-to-enhance-marketing-performance/#comments</comments>
		<pubDate>Fri, 17 Jul 2009 18:11:44 +0000</pubDate>
		<dc:creator>Hosfeld &#38; Associates Inc.</dc:creator>
				<category><![CDATA[Change management]]></category>
		<category><![CDATA[business]]></category>
		<category><![CDATA[marketing]]></category>
		<category><![CDATA[non-profits]]></category>
		<category><![CDATA[Strategic planning]]></category>
		<category><![CDATA[Strategy]]></category>
		<category><![CDATA[systems thinking]]></category>

		<guid isPermaLink="false">http://blog.hosfeld.com/?p=211</guid>
		<description><![CDATA[By Kathleen M. Hosfeld Creating improvement in performance, marketing or otherwise, usually involves change. Many of us are keenly interested in any thing that creates positive change faster and with lasting results. So, I was intrigued when I  read that the science of neuroplasticity has some implications for how individuals and organizations can change. The [...]]]></description>
			<content:encoded><![CDATA[<p><a href="http://www.hosfeld.com/about/bio.php"><strong>By Kathleen M. Hosfeld</strong></a></p>
<p>Creating improvement in performance, marketing or otherwise, usually involves change. Many of us are keenly interested in any thing that creates positive change faster and with lasting results. So, I was intrigued when I  read that the science of neuroplasticity has some implications for how individuals and organizations can change. The headline: Focus on Solutions Instead of Problems.</p>
<p>This is something I thought I already knew. In the spring of 2007, we worked with a non-profit board focused on generating earned income from events. In researching what would increase attendance at their events, we tapped market research that explored how similar organizations and similar events elsewhere managed to do well. But one board member was flummoxed. &#8220;Why didn&#8217;t you research why people don&#8217;t come?&#8221; he asked.</p>
<p>We had, in fact, studied the surveys that talked about reasons people don&#8217;t attend events like his. In fact, the Executive Director of the organization had ordered and studied three white papers on why organizations like theirs had failed. I read those, as well as national studies on the challenges of similar organizations.</p>
<p>In order to turn things around, we had chosen instead to look at best practices of what others had done to solve their problem. What solutions were out there? What was already working? Having practiced &#8220;appreciative&#8221; approaches like this to marketing for quite some time, I was pleased to learn this fall that the implications of neuroplasticity for creating change in organizations supports this approach. The study of neuroplasticity concerns how the brain can and can&#8217;t be &#8220;rerouted&#8221; to support new ways of thinking and behaving.</p>
<p>According to an article in the Autumn 2007 Special Edition of Strategy + Business, focusing on a problem (&#8220;why does this keep happening?&#8221;) builds stronger neural pathways associated with the problem. An appropriate metaphor might be that it wears the ruts deeper in the existing road. Making new ideas possible (and new behavior) starts with focusing on solutions instead (&#8220;what will create a different outcome?&#8221;). Focusing attention on solutions helps build the short-cut between the road we&#8217;ve been on and the road we want to be on. So, focusing on solutions that are working is a faster way to create change.<br />
While the non-profit I worked with did not ultimately adopt all the best practices we identified, the result of the assessment was hope. They had previously convinced themselves that their prospects were small. Now they had compelling evidence that others similar to them were making similar transitions and accomplishing their goals.  Compelled by this hope and a vision of greater possibility than they had imagined, they were able to chart a new course, recruit a new Executive Director and embark on a more successful program.<br />
Focusing what you want to achieve, and new solutions to get there, are the keys to faster change and faster marketing results. The full article on Neuroplasticity is <a href="http://www.strategy-business.com/press/article/06207?pg=0">here</a> at the Strategy + Business website:  You must register to read it but registration is free.</p>
]]></content:encoded>
			<wfw:commentRss>http://blog.hosfeld.com/change-management/rerouting-the-brain-to-enhance-marketing-performance/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Marketing Strategy: No Small Change</title>
		<link>http://blog.hosfeld.com/transformation-2/marketing-strategy-no-small-change/</link>
		<comments>http://blog.hosfeld.com/transformation-2/marketing-strategy-no-small-change/#comments</comments>
		<pubDate>Tue, 28 Apr 2009 21:51:58 +0000</pubDate>
		<dc:creator>Hosfeld &#38; Associates Inc.</dc:creator>
				<category><![CDATA[Transformation]]></category>
		<category><![CDATA[business]]></category>
		<category><![CDATA[integral theory]]></category>
		<category><![CDATA[marketing]]></category>
		<category><![CDATA[non-profits]]></category>
		<category><![CDATA[Strategic planning]]></category>
		<category><![CDATA[Strategy]]></category>
		<category><![CDATA[systems]]></category>
		<category><![CDATA[systems thinking]]></category>

		<guid isPermaLink="false">http://blog.hosfeld.com/?p=140</guid>
		<description><![CDATA[Organizations Can Experience the Stress of Change When Implementing New Branding or Marketing Strategies The dynamics of change are challenging for any organization.  Whether reacting to change or initiating change, the ambiguity and fear of the unknown that go with change create anxiety.  It’s made worse when leaders don’t acknowledge that the experience of change [...]]]></description>
			<content:encoded><![CDATA[<p><strong><img class="alignright size-full wp-image-160" title="change-model-chart" src="http://blog.hosfeld.com/wp-content/uploads/2009/04/change-model-chart.gif" alt="change-model-chart" width="315" height="115" />Organizations Can Experience the Stress of Change When Implementing New Branding or Marketing Strategies</strong></p>
<p>The dynamics of change are challenging for any organization.  Whether reacting to change or initiating change, the ambiguity and fear of the unknown that go with change create anxiety.  It’s made worse when leaders don’t acknowledge that the experience of change is as important to manage as the actual mechanics of doing business differently. The change doesn’t have to be a merger, down-sizing or process engineering to have significant impact. It can be as simple as creating a new marketing program.</p>
<p>In my work helping clients to explore, identify and implement new marketing strategies I’ve seen the effects of change in a variety of circumstances:</p>
<ul>
<li>Addressing declining revenue in a down market</li>
<li>Implementing a new marketing plan during the transition of senior leadership</li>
<li>Adopting a new brand strategy as the CEO made unannounced plans to leave</li>
<li>Developing a new strategic direction when an artistic director and an executive director were fighting for control of an arts non-profit</li>
</ul>
<p>The lessons that are emerging from these and other experiences reinforce a number of best practices of change management. Emotionally-intelligent and systems-oriented practices help carry organizations more successfully through change.</p>
<p><strong>See the Whole System</strong> – A systems perspective is one that recognizes that our current situation is the result of the interaction of multiple elements. There are many lenses through which to see and define the elements of a system. One, the integral model, suggests that there are subjective and objective aspects of human systems. Objective elements are those that can be demonstrated and observed. Subjective elements are thoughts, beliefs and feelings.  Many organizations seek to drive change by attending only to the objective elements. Increasingly however, they are finding that success comes from attending to the subjective ideas, beliefs, passions and perspectives taken by individuals and shared culturally. Attending to those subjective areas – the “soft” stuff – means taking care of the emotional side of change.</p>
<p>William Bridges is known for his simple but useful model that highlights the emotional challenges of change. Organizations beginning a change start with an Ending. From there they move into a Neutral Zone where there is an intentional effort to move to a new end goal. Arrival at that end goal constitutes a New Beginning.</p>
<p>For organizations or individuals who have had change forced upon them, the first phase, Endings, is a phase of grief and loss. Time must be spent at this stage of change to recognize what is ending, and notice what is not ending.  For those who are initiating the change, there may be less unwanted loss, but something must be given up in order to move forward. As painful as this time can be, the next phase, the Neutral Zone, can be even more challenging. In the Neutral Zone, we enter the unknown, a time of new learning, where risks must be taken to find solutions that take the organization toward its goal.</p>
<p><strong>Acknowledge and Mitigate Anxiety</strong> &#8212; Organizations facing the unknown experience anxiety. The members in these organizations act out their anxiety in a variety of ways. Finger-pointing, blame-shifting, detachment, passive aggression, aggression, and scapegoating are among the behaviors that show up in the Neutral Zone. Trust, or lack of trust, can be a significant factor in change. Many are suspicious of who is behind the change and who will benefit the most. A lack of clear leadership will bring out aggression as individuals seek to impose a sense of order. Perhaps most important to notice is a tendency to personalize the anxiety of change and make friction or problems experienced in the change process a particular individual’s fault.</p>
<p>A variety of techniques can be used to address these behaviors if they arise during the implementation of a new marketing strategy or program. Perhaps the most important step to mitigate anxiety is openly acknowledging it and providing safe places for that anxiety to be expressed.</p>
<p><strong>Leadership Sets the Tone</strong> – How is the top leader (or leaders) in the change reacting? Are they anxious? Are they risk-averse? Do they love learning new things and taking on new challenges? If the leader is anxious, the organization will be anxious. If the leader is not clear, his or her direct reports will be unclear. They will believe he or she has a plan and just isn’t telling them what it is. If the leader feels comfortable taking risks and making mistakes, he or she will make that okay for everyone else. That’s important because transformational and adaptive change means stepping into the unknown. Mistakes will be made. That’s how we learn the new way.</p>
<p>So, leaders in change must be aware of their own receptivity to change. Those that are anxious should find outside resources for support and not expect emotional reassurance from their employees. Those leaders who thrive in change need to be sensitive to those who are less comfortable and not label them as “the resistance.”   Frequent communication about the change, clarifying where the organization is in the change process, and providing hope for a positive outcome are some of the greatest gifts leaders can give in a transition.</p>
<p>A more detailed unpacking of the Bridges model will provide additional insights for organizations going through change. John Kotter’s model for leading change in organizations also provides a series of action steps leaders can use to address the points above as they plan and manage the change.</p>
]]></content:encoded>
			<wfw:commentRss>http://blog.hosfeld.com/transformation-2/marketing-strategy-no-small-change/feed/</wfw:commentRss>
		<slash:comments>2</slash:comments>
		</item>
		<item>
		<title>Fostering Resilience: The Importance of Purpose in Good and Bad Times</title>
		<link>http://blog.hosfeld.com/purpose/fostering-resilience-the-importance-of-purpose-in-good-and-bad-times/</link>
		<comments>http://blog.hosfeld.com/purpose/fostering-resilience-the-importance-of-purpose-in-good-and-bad-times/#comments</comments>
		<pubDate>Tue, 24 Mar 2009 02:22:29 +0000</pubDate>
		<dc:creator>Hosfeld &#38; Associates Inc.</dc:creator>
				<category><![CDATA[Purpose]]></category>
		<category><![CDATA[brand]]></category>
		<category><![CDATA[ethics]]></category>
		<category><![CDATA[Strategic planning]]></category>
		<category><![CDATA[systems]]></category>
		<category><![CDATA[systems and planning]]></category>

		<guid isPermaLink="false">http://blog.hosfeld.com/?p=121</guid>
		<description><![CDATA[At some point in the lives of many of America’s newspapers, their purpose shifted. Many went from seeking to “empower a democratic society with a free press” to “delivering an audience to advertisers.” We in the Seattle area watched this month as nearly three decades of changes in the newspaper industry brought down the Seattle [...]]]></description>
			<content:encoded><![CDATA[<p>At some point in the lives of many of America’s newspapers, their purpose shifted. Many went from seeking to “empower a democratic society with a free press” to “delivering an audience to advertisers.”</p>
<p>We in the Seattle area watched this month as nearly three decades of changes in the newspaper industry brought down the Seattle Post-Intelligencer. It would be simplistic to say that loss of the original purpose was the turning point in the newspaper industry’s demise. Many complex factors including the rise of the Internet have contributed to their current dire circumstances.</p>
<p>While many reporters and editors remained motivated by the ideal of a free press, their management was focused on a specific form of revenue creation (selling advertising) which did not allow newspapers to adapt as the market has changed.</p>
<p>Ted Levitt made this point years ago in his famous “Marketing Myopia” article: adapting over time means focusing on the evolving needs of customers, not selling a particular business model. Holding fast to the importance of a free press as an agent of enlightened democracy might have helped newspapers cling less tightly to the advertising paradigm and evolve their revenue models in service of the greater purpose.</p>
<p>A focus on how we seek to make the world a better place helps companies stay clear and resilient in troubled times.  When economic conditions are volatile, business models focused on purpose provide clarity about what needs to change and what should never change in the business. This focus on purpose does four things for an organization:</p>
<ul>
<li>Provides a strategic focal point for aligning all aspects of the organization</li>
<li>Creates the basis for powerful, trust-based marketing</li>
<li>Establishes a foundation for positive corporate culture, and</li>
<li>Taps the motivation and passion of employees and other stakeholders.</li>
</ul>
<p>According to an article in the February 12 Gallup Management Journal, it’s more critical than ever that businesses and customers know what companies stand for.</p>
<p>The article describes the work of GSD&amp;M Idea City in Austin Texas, a branding agency, as it helped Southwest Airlines describe their purpose. While many see Southwest as simply the low-cost provider, for founder Herb Kelleher, the point is making air travel accessible. The agency gave him the language to describe his purpose: “democratizing the skies.”</p>
<p>A friend of Hosfeld &amp; Associates, Kip Gregory, author of <a href="http://www.winningclientsinawiredworld.com/">Winning Clients in a Wired World</a>, also runs a purpose-driven business. He works with clients to help them tap the enormous potential of the Internet and everyday technology to make their businesses more profitable. For Kip, the Internet is a banquet and many businesses can’t find the door in.</p>
<p>In talking with Kip about his purpose, I paraphrased: “You’re not in the technology business, Kip, you’re in the abundance business. Hundreds of the resources you share with clients are free, and yet they offer the opportunity for breakthroughs in productivity and profits.”</p>
<p>Kip is successful because people recognize he’s not a geek who loves technology (not that there&#8217;s anything wrong with being a technology-loving geek); but a client champion who uses technology to make them more successful.</p>
<p>Studies suggest that purpose-driven businesses outperform companies without a purpose. Southwest Airlines is one of several firms cited in the book <a href="http://www.powells.com/partner/28763/biblio/0131873725 ">Firms of Endearment</a>, which describes the characteristics and performance of companies committed to a purpose. Firms of Endearment (or FoEs) that they studied returned a 1,026 percent for investors over the 10 years ending June 30, 2006, compared to a 122 percent return for the S&amp;P 500.</p>
<p>Companies with purpose are not immune to economic downturns. Some of the firms described in the book, including Harley Davidson, have taken significant hits in the last several months. Yes, further studies suggest that companies committed to purpose recover more quickly after economic challenges.</p>
<p>Companies with purpose, those that take a stand and build their business on making the world a better place, stand out with consumers. They foster trust and loyalty. Companies with loyal customers succeed in good markets, and have more going for them in difficult times.</p>
<p>If you&#8217;d like to find out how to align your organization&#8217;s operations and brand around a compelling purpose, please <a href="http://www.hosfeld.com/about/contact.php">contact us.</a></p>
]]></content:encoded>
			<wfw:commentRss>http://blog.hosfeld.com/purpose/fostering-resilience-the-importance-of-purpose-in-good-and-bad-times/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Strategic Planning: Creating Success and Meaning</title>
		<link>http://blog.hosfeld.com/strategy/strategic-planning-creating-success-and-meaning/</link>
		<comments>http://blog.hosfeld.com/strategy/strategic-planning-creating-success-and-meaning/#comments</comments>
		<pubDate>Fri, 13 Feb 2009 04:05:15 +0000</pubDate>
		<dc:creator>Hosfeld &#38; Associates Inc.</dc:creator>
				<category><![CDATA[Strategy]]></category>
		<category><![CDATA[Sustainability]]></category>
		<category><![CDATA[Add new tag]]></category>
		<category><![CDATA[Green - Sustainability]]></category>
		<category><![CDATA[marketing]]></category>
		<category><![CDATA[Marketing Philosophy]]></category>
		<category><![CDATA[Strategic planning]]></category>
		<category><![CDATA[systems]]></category>
		<category><![CDATA[systems and planning]]></category>

		<guid isPermaLink="false">http://blog.hosfeld.com/?p=104</guid>
		<description><![CDATA[Periods of economic uncertainty and transition place greater demands on organizations to engage in adaptive change processes. As a result, the idea of “what really works” in strategic planning has changed dramatically in the last 15 years. Added to this are increased employee expectations for engagement, collaboration, and the opportunity to create positive social and [...]]]></description>
			<content:encoded><![CDATA[<p>Periods of economic uncertainty and transition place greater demands on organizations to engage in adaptive change processes. As a result, the idea of “what really works” in strategic planning has changed dramatically in the last 15 years.</p>
<p>Added to this are increased employee expectations for engagement, collaboration, and the opportunity to create positive social and environmental outcomes through their work.</p>
<ul>
<li>What really works in strategic planning?</li>
<li>What must clients do to ensure a high quality process and outcome?</li>
<li>How do we build progressive values for success and meaning into both the strategic planning process itself and the resulting strategic plan?</li>
</ul>
<p><strong>What Really Works In Strategic Planning?</strong></p>
<p>Following we provide insights about what works in strategic planning, followed by some of the reasons traditional planning may have failed in that regard.</p>
<p><strong>When the strategy is clear to everyone.</strong> Strategy needs to be simple enough for anyone in the company to understand.</p>
<ul>
<li><strong>Avoid top-down approaches.</strong> Many organizations suffer from planning that goes on at the most senior level of the organization and doesn’t integrate wisdom from “the front lines.” Top-down planning also suffers as a result of a lack of understanding and buy-in. The most effective approach is one that combines top-down and bottom up approaches.</li>
</ul>
<ul>
<li><strong>Numbers aren’t the whole story.</strong> Strategies that are about hitting particular financial targets alone aren’t really strategies. Financial targets are goals that we want the strategies to deliver.  A strategy is the mobilization of company-wide efforts needed to create the desired outcomes. Financial targets are the “what.” Strategies are the “how.”</li>
</ul>
<ul>
<li><strong>Create shared language.</strong><strong> </strong>The language of the executive office is often financial, but that doesn’t “translate” very well in other parts of the organization. Using planning tools that create shared language in all departments and levels of the organization helps make the strategy clear.</li>
</ul>
<p><strong>The strategy is resilient. </strong>One common critique of strategic plans is that they are obsolete as soon as they are written. Resilient strategies are based on organizational strengths and assets that have long-term strategic potential.</p>
<ul>
<li><strong>Avoid strategies that are “borrowed” from other companies.</strong> Some companies try to copy what they see working for their competitors or peers in their industry.  While great ideas can often be picked up from others, successful strategy is based on the unique assets and strengths of each organization.</li>
</ul>
<ul>
<li><strong>Base strategic plans on long-term opportunities, not short-term trends. </strong>A very common practice in organizations is to mistake tactical strategies for strategic planning. A short-term market opportunity then replaces organizational mission and strategy. Without balancing short-term and long-term, the organization short-changes itself on profitability and risks creating a culture driven from one crisis to another.</li>
</ul>
<p><strong>The strategy is fully implemented. </strong>Many organizations create reasonable strategies that are not fully implemented. When this happens, one of the following may be occurring.</p>
<ul>
<li><strong>Invite people into agreement with the strategy. </strong>If the strategy process has not sufficiently included key perspectives in its development, the outcome will likely have opponents. Strategy processes that integrate differing views ultimately create stronger outcomes.</li>
</ul>
<ul>
<li><strong>Translate the strategy to day to day work. </strong> For many, the intuitive process of figuring out what strategy means for their work is fun and challenging. For others, it’s asking them to do the impossible.  Creating measurable action steps, and in some cases, metrics and financial targets, is a critical step in strategy implementation.</li>
</ul>
<ul>
<li><strong>Role model at the executive level and follow through.</strong> In order to give the strategy a chance, there has to be managerial commitment and follow-through. If the strategy was developed without their buy-in or if the strategy is not robust enough, managers will become fearful that it doesn’t address the reality of today’s challenges. If they face resistance because key perspectives weren’t addressed in planning, they may lose the will to enforce it. If no one seems to get the strategy, they may become frustrated and conclude the strategy “doesn’t work.”</li>
</ul>
<p><strong>The Client’s Role in Getting a Good Outcome?</strong></p>
<p>Robust strategies that help organizations become more successful and profitable require quality input from the client.  Clients need to consider carefully if they can make these commitments in order to get a better outcome from a planning effort:</p>
<ul>
<li><strong>Will you commit a reasonable amount of time?</strong> Although many processes take too much time and cost too much, it is also true that you can’t craft a robust, fully articulated organizational strategy and action plan in a weekend retreat with a SWAT analysis and a brainstorming session.  A reasonable amount of time for strategy development is 6 to 9 months. This time frame allows for comprehensive organizational and competitive analysis, as well as client research. During that time, the strategy process should not bring day to day activity to a halt. Rather, the process should feed new information into daily operations on an ongoing basis.</li>
</ul>
<ul>
<li><strong>Will you create opportunities for participation at all levels of the organization?</strong> Finding appropriate ways to tap the genius of the entire organization are essential to crafting practical, doable strategies and engaging the entire organization it their implementation.  Strategy design isn’t necessarily a consensus process, but there must be broad input and dialogue. Some of the best strategies and innovations are “stumbled upon” in the initial stages of planning. They sometimes are small, unnoticed or under-valued aspects of the organization that only emerge with broad participation.</li>
</ul>
<ul>
<li><strong>Will you ask clients or customers what they really want?</strong> Committing the time and money to conduct client research is essential to strategy design. The primary sources of break-through innovations and thinking are efforts that solve clients’ problems in new and unique ways.  WE all have our own standards of what quality or good work means. It’s important that we not mistake that for what customers or clients truly value. One of the key elements to sound strategy is focusing on what creates perceived value for clients. The only way to find out what creates perceived value for clients is by asking them. Without research, strategy making devolves into guesswork.</li>
</ul>
<p style="text-align: left;"><strong>Creating Both Success and Meaning Through Strategy</strong></p>
<p style="text-align: center;"><em>“A path without heart is never enjoyable. You have to work hard even to take it. On the other hand, a path with heart is easy; it does not make you work at liking it.”<br />
-    Carlos Castaneda, The Teachings of Don Juan</em></p>
<p style="text-align: left;">Employee loyalty and enthusiasm are two of the greatest strategic assets of any organization. We tap the potential of these assets when organizations serve a purpose that creates meaning for their work.</p>
<p>Organizations can create meaningful engagement in the ways they conduct strategic planning exercises, as well as in how they incorporate values and mission in the resulting plans.</p>
<p>Strategic planning processes can create anxiety and uncertainty, over and above that generated by the changing dynamics that make the planning process necessary. The following elements can help organizations bring out the best in their people as they go about strategic planning processes.</p>
<ul>
<li><strong>Collaborative Engagement</strong> – Creating opportunities for engagement, dialogue and input from all levels of the organization is essential to creating understanding of and support for strategic plans. It is also the primary way to tap the genius within the organization to find its own solutions.  While we do not conduct planning from a consensus model, we do design ways to get engagement and information efficiently and in ways that make participants feel heard and valued.</li>
</ul>
<ul>
<li><strong>Build On What’s Already Working</strong> – Focusing the organization on what’s working creates hope and a foundation upon which to build new strengths. What do clients or customers already really appreciate and want from the organization? What’s the opportunity to leverage existing strengths and capacities for further growth? What are the “stumble upon” initiatives that are working that can be amplified?</li>
</ul>
<p style="text-align: left;">Additionally, strategic planning offers an opportunity for organizations to step back and integrate social and environmental values and opportunities into the core business. In 2008, almost 60% of companies surveyed by McKinsey and Company reported that they were integrating environmental and social missions into their core strategy to a greater degree than they were five years prior. Although cost savings and new marketing opportunities motivate some of these initiatives, such practices also attract top talent. “Recruitment and retention consultancies like Kenexa, Hewitt Associates, Robert Half, and Towers Perrin have published figures demonstrating a link between environmentally friendly workplaces and engaged employees,” writes Andree Iffrig, author of Find Your Voice at Work: The Power of Storytelling in the Workplace (Limegrass 2007). Environmental and social values pave the path with heart that employees want to walk.</p>
]]></content:encoded>
			<wfw:commentRss>http://blog.hosfeld.com/strategy/strategic-planning-creating-success-and-meaning/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Marketing’s Full Potential: Bringing Head and Heart Together</title>
		<link>http://blog.hosfeld.com/strategy/marketing%e2%80%99s-full-potential-bringing-head-and-heart-together/</link>
		<comments>http://blog.hosfeld.com/strategy/marketing%e2%80%99s-full-potential-bringing-head-and-heart-together/#comments</comments>
		<pubDate>Wed, 31 Jan 2007 00:49:09 +0000</pubDate>
		<dc:creator>Hosfeld &#38; Associates Inc.</dc:creator>
				<category><![CDATA[Strategy]]></category>
		<category><![CDATA[business]]></category>
		<category><![CDATA[marketing]]></category>
		<category><![CDATA[performance indicators]]></category>
		<category><![CDATA[strategic]]></category>
		<category><![CDATA[Strategic planning]]></category>
		<category><![CDATA[systems thinking]]></category>
		<category><![CDATA[values]]></category>

		<guid isPermaLink="false">http://blog.hosfeld.com/?p=35</guid>
		<description><![CDATA[By Kathleen M. Hosfeld, President A McKinsey Company study, commissioned by The Marketing Society, recently found most CEOs believe that although marketing has a vital role to play in addressing business challenges, they question marketing&#8217;s overall contribution to financial results. The potential of marketing&#8217;s possible contribution is not fulfilled. In some situations, the perception is [...]]]></description>
			<content:encoded><![CDATA[<p>By Kathleen M. Hosfeld, President</p>
<p>A McKinsey Company study, commissioned by The Marketing Society, recently found most CEOs believe that although marketing has a vital role to play in addressing business challenges, they question marketing&#8217;s overall contribution to financial results. The potential of marketing&#8217;s possible contribution is not fulfilled.</p>
<p>In some situations, the perception is caused by a lack of measurement. The organization hasn&#8217;t measured the &#8220;before&#8221; and &#8220;after&#8221; pictures of an otherwise good program, and just can&#8217;t tell what part of the mix is working or not. But in many instances this perception points to an underlying weakness in either strategy formulation or execution.  &#8220;Marketers are the heart of the business but not the head,&#8221; said one CEO interviewed.   Head and heart must work together.</p>
<p>What this involves is building clear definition of the business model, collaboration between marketing and finance, widespread understanding and support for the business model, and alignment of individuals&#8217; goals and objectives with the key components of the business model relevant to their jobs. Here are three questions that help determine where each organization can start:</p>
<p><strong>Do you have a strategy?</strong> A plan is not necessarily a strategy. A strategy would be an actual business model that shows how activity will overcome challenges and lead to financial return. Too often the concept of &#8220;marketing&#8221; is interpreted only as marketing communications &#8211; which can be thought to include advertising, public relations and brand-logo development. A business model includes product or service design, distribution strategy, sales strategy, customer and account management, pricing and more. This careens dangerously into the area of &#8220;finance&#8221; which is considered a weakness of marketers, according to the McKinsey study. One way to bring head and heart together is to forge a collaborative relationship between marketing and finance that reflects a holistic sense of the organization.</p>
<p><strong>Do people understand and support the strategy?</strong> &#8220;Understand&#8221; would mean they get the rationale of it, how the strategy &#8220;works&#8221;, what it will accomplish. &#8220;Support&#8221; means they agree with the strategy and reflect that with their actions. Everyone knows what it&#8217;s like when our own head and heart are not in agreement. It&#8217;s painful when the head doesn&#8217;t support what the heart wants to do and vice versa. While it&#8217;s often impossible to get 100% understanding and support of a strategy, each organization needs to do the work to engage the right people. Many employees will say they don&#8217;t want to be involved in strategy education or engagement. &#8220;Just tell us what you want.&#8221; This is often a mask for cynicism about whether the organization is really committed. &#8220;Why buy in when the wind is going to blow in a different direction six weeks or six months from now?&#8221; they ask. Employees measure management support for a strategy by the extent to which they &#8220;stay the course.&#8221; For full return on investment (ROI), then, the marketing strategy must manage and renew the engagement and support of the company for a sustained period of time.</p>
<p><strong>Does everyone know what it means for their job? </strong>The head and heart are willing, but the flesh is&#8230;well..<em>confused.</em> Strategies are often crafted by highly intuitive people who think the implications of the strategy are clear and obvious. Many people however need help to determine what a strategy means for their job or their department. Organizations that fail to do this translation create a disconnect between the strategy and how members of the organization interact with the world. Often, some type of training or staff development is necessary to make sure all employees are living the strategy, including how they demonstrate brand values and promises in their day-to-day activities.</p>
<p>One of my colleagues, Hans Carstensen III, created broad participation in his company?s business model through creation of a companywide budgeting/planning system that tied goals and objectives in a clear way to the desired performance of a part of their business model. Each goal or objective for the $7.0 billion-in-assets insurance company had a &#8220;key performance indicator&#8221; (KPI) selected by the unit manager and the position-holder; these were monitored throughout the year. Bonus compensation was tied to performance. &#8220;The result,? says Carstensen, &#8220;was that everyone had a stake in and a sense of how their position was contributing to the business model&#8217;s overall success.&#8221;</p>
<p>Strategic management tools the &#8220;balanced scorecard,&#8221; systems thinking, integral theory, learning organizations &#8212; reflected in the three points above are all great ways to see the organization the way your customers see it, to tear down the barriers between head and heart to create a more aligned, successful organization.</p>
<p>Another important step in bringing head and heart together is aligning the business model with values and purpose, and our design to make the world a better place. We?ll save that enormous subject for another article.</p>
]]></content:encoded>
			<wfw:commentRss>http://blog.hosfeld.com/strategy/marketing%e2%80%99s-full-potential-bringing-head-and-heart-together/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
	</channel>
</rss>

