Visual tools for strategic planning

I enjoy strategic visioning.  It brings me a lot of joy to unroll a clean sheet of paper, pull out my markers, and use my listening, drawing, and improv skills to help a group see their future more clearly. 

Recently, I was asked to speak at the 1st Annual Northern Arizona Center for Nonprofit Entrepreneurship Conference, which was hosted by Northern Arizona University, Moonshot, and your Part Time Controller.  It was attended by dozens of nonprofit leaders, so I used this as an opportunity to share my love of working visually with a talented audience. 

Sometimes the most effective tools are the simplest, which is why I keep coming back to visual timelines for strategic planning.  Visual timelines allow a groups to see where they have been and envision where they are going.  They allow a team to celebrate their recent successes and study recent failures, so they can set realistic goals for the next few years.  Visual timelines are a valuable map of the orgnizational landscape that meeting participants refer to throughout the planning process.

After we draw a historical timelines during a strategic planning session, I like to ask the meeting participants to describe the future of their organization for me.  This is a bluesky conversation. A brainstorming session.  Then I draw their vision as quickly as they speak, so they see their ideas unfold.  Once we have a sketch of the future, we discuss the big ideas and set priorities.  Future priorities become future goals and an  implementation plan.  For some organizations the implementation plan is a concrete, step-by-step plan and others it is just a promise to follow the vibe that takes them towards their goals. 

A simple visual timeline allows a group to celebrate past successes and see how to build on them in the future.

Drawing a visual timeline for Over the Rainbow Butterfly Garden at the Nonprofit Conference (photo by Rick Johnson)

What are the steps to create a visual timeline?

1. Start with a very big blank sheet of paper (or whiteboard).  Draw a timeline along the bottom. It works well to have this timeline match the length of your planning horizon (i.e. if you are doing a 5-year strategic plan, look back over the past 5 years for this exercise).
   
2. Set out post it notes, notecards or scrap paper at each set along with markers.
3. Ask participants to reflect on the past X years and make notes on paper at their seat of the significant events (5-10 minutes).
4. A recorder will draw / write / stick key ideas on the timeline as people report out. It works well to have each person report their best idea first.  Then go around the room again for the second best ideas.
   
5. Processing: The visual can be used for discussion, people can vote on significant accomplishments, or take this away from the meeting to foster discussions with stakeholders.

Note: If the thought of drawing in front of a group scares you, you can always pre-print clip art or bring magazines that are relevant to your organization.  Use scissors and glue to have fun creating a timeline collage. 

Of course, you are also welcome to email me for support.  I love to draw and have assistance available for non-profit organizations who can't otherwise afford my services.