OS and strategic planning

[Avner Haramati]

Hi Jaime

A strategic planning story from the southern part of the Holy Land;
A regional council that governs on about 25 villages and Kibutzs decided to
use OST to their strategic planning (as they called it) for the next 5
years.They chose OST because their idea  was to have a participatory process
with maximum inhabitants.  The preparations with the sponsor (the head of
the council), the management of the region, the strategic planning team but
especially with the steering commitee of the OS were long ( 3-4 months) and
relatively complex. A lot of anxiety,  trust building from all sides, and
the enlisting of the population. We opened the space last November( I did it
with Tova Averbuch) for 1 1/2 days on the issue of `What future are we going
to build in  xxxx for us and our childeren - issues and oportunities`.
8 `heavy` issues were chosen and 5 another less chosen that people wanted to
take .
I took 1-2 months to start roling and by now all the teams (but one `messy`
issue that didn`t start) advance very well and it looks they are going to
conclude towards June (the target date).
The comunity is informed on the website in real time about the meetings,
proceedings, and there is an open invitation to whoever cares to join.
To their request I accompany the new steering commitee (that was created
after the OS) in their monthly meetings in order `to remind them to keep the
tuneof the OS`  It is heading by the sponsor and include the convenors of
the teams, the strategic planning team and some people that care.

All the best

Avner Haramati
Jerusalem

----- Original Message -----
From: Jaime Pedreros Fitzgerald <jpedrerosf at yahoo.com>
To: <OSLIST at LISTSERV.BOISESTATE.EDU>
Sent: Tuesday, April 08, 2003 11:46 PM
Subject: OS and strategic planning


> Hello dear colleagues,
>
> Most of the OS literature I have reviewed mention that
> OS is not useful (or would not work) in strategic
> planning gatherings. I would like to mention that my
> first experience (november 2000) with OS with an
> business education institution consisted of "ways to
> enrich our strategic planning approach". This was
> conducted in two different brief gatherings, the first
> one with staff (5 people, 3 hour) members and the
> second one with selected (11 people, 4 hour)
> instructors. Actually, the second workshop was a
> suggestion of the person in charge of correspondence
> delivery (a kind of post man). Despite the manager's
> "eager to control everything" some useful perspectives
> were developed:
> First meeting:
> Investigate the competence
> Improve ways to face the future
> To take advantage of the institution's best resource
> (instructors)
> Second
> A SWOT matrix
> List of suggestions to strength the organization
>
> My doubts and needs of additional information arouse
> because the tax authority in Bolivia (to whom I have
> already submitted a proposal to complement new staff
> members' induction process by using a half-day
> conventional training and half-day OS meeting) asked
> me to elaborate a "consensus" for the strategic
> planning of the organization (by using alternative
> methodologies). Later on, I (in case the contract is
> awarded to me) will organize three workshop in the
> corresponding major cities. These workshop will serve
> to discuss the draft of the harmonized document as
> well as to select participants for a "main event" in
> which the final document would be elaborated.
>
> MY questions are as follows:
>
> To what extent can OS be used in this case
> Is there any former (and of course, successful)
> experience about OS and strategic planning
>
> Your kind assistance is highly (and obligedly)
> appreciated.
>
> Warm regards from La Paz
>
> Jaime
>
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