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<div class=Section1>
<p class=MsoPlainText><font size=2 face="Trebuchet MS"><span style='font-size:
10.0pt'>Hello, Craig -<o:p></o:p></span></font></p>
<p class=MsoPlainText><font size=2 face="Trebuchet MS"><span style='font-size:
10.0pt'><o:p> </o:p></span></font></p>
<p class=MsoPlainText><font size=2 face="Trebuchet MS"><span style='font-size:
10.0pt'>You wrote:<o:p></o:p></span></font></p>
<p class=MsoPlainText style='margin-left:.25in'><i style='mso-bidi-font-style:
normal'><font size=2 face="Trebuchet MS"><span style='font-size:10.0pt;
font-style:italic;mso-bidi-font-style:normal'><I am trying to thinking
through the concept of Strategic Planning.<span style='mso-spacerun:yes'>
</span>...As I understand it, OS make space for it to emerge in a healthy way?
After a group senses an emerging order, does one plan, does one get out of the
way so it can happen, or a little of all?><o:p></o:p></span></font></i></p>
<p class=MsoPlainText><font size=2 face="Trebuchet MS"><span style='font-size:
10.0pt'><o:p> </o:p></span></font></p>
<p class=MsoPlainText><font size=2 face="Trebuchet MS"><span style='font-size:
10.0pt'>I have had clients do great work with strategic planning and Open
Space.<o:p></o:p></span></font></p>
<p class=MsoPlainText><font size=2 face="Trebuchet MS"><span style='font-size:
10.0pt'><br>
One shining example was a client (a local Catholic Diocese) who extensively
surveyed their constituency for months before the Open Space, to get at what
were the critical issues that deserved attention (therefore funding).<span
style='mso-spacerun:yes'> </span>Via surveying and clustering, they
narrowed these down to 3 critical issues.<span style='mso-spacerun:yes'>
</span><o:p></o:p></span></font></p>
<p class=MsoPlainText><font size=2 face="Trebuchet MS"><span style='font-size:
10.0pt'><o:p> </o:p></span></font></p>
<p class=MsoPlainText><font size=2 face="Trebuchet MS"><span style='font-size:
10.0pt'>(<span class=GramE>by</span> the way the 3 issues were <o:p></o:p></span></font></p>
<p class=MsoPlainText><font size=2 face="Trebuchet MS"><span style='font-size:
10.0pt'>- Including Youth and Young Adults<o:p></o:p></span></font></p>
<p class=MsoPlainText><font size=2 face="Trebuchet MS"><span style='font-size:
10.0pt'>- Including Lay People in the Church<o:p></o:p></span></font></p>
<p class=MsoPlainText><font size=2 face="Trebuchet MS"><span style='font-size:
10.0pt'>- Living Catholic Social Teachings)<o:p></o:p></span></font></p>
<p class=MsoPlainText><font size=2 face="Trebuchet MS"><span style='font-size:
10.0pt'><o:p> </o:p></span></font></p>
<p class=MsoPlainText><font size=2 face="Trebuchet MS"><span style='font-size:
10.0pt'>Then they invited whomever wanted to (115 people came - ages 14-75, 4
languages spoken) to two weekends (2 months apart) of Open Space - to think of
strategies and programs under these 3 headings.<span
style='mso-spacerun:yes'> </span>Then they <span class=GramE>converged</span>
them into 3 items in each of the 3 categories.<span
style='mso-spacerun:yes'> </span>These were the items/projects to be
funded for the coming 2 years. <span
style='mso-spacerun:yes'> </span>(they added a 4<sup>th</sup> critical
issue: infrastructure – in other words, they looked for and made
available the funding, staffing and other resources that would support whatever
would come of this ‘Critical Issues Workshop’ (strategic planning
process).<span style='mso-spacerun:yes'> </span>The results of these two
Open Space weekends’ work became the strategic plan / the Pastoral Plan
for the next few years.<o:p></o:p></span></font></p>
<p class=MsoPlainText><font size=2 face="Trebuchet MS"><span style='font-size:
10.0pt'><o:p> </o:p></span></font></p>
<p class=MsoPlainText><font size=2 face="Trebuchet MS"><span style='font-size:
10.0pt'>During these next several years they provided training to the constituents
on how to apply for funding for programs fitting into these issue / funding
areas, supported actions and programs coming out of all this, and they're still
going strong on those programs (which are growing and changing with the times) a
few years later.<o:p></o:p></span></font></p>
<p class=MsoPlainText><font size=2 face="Trebuchet MS"><span style='font-size:
10.0pt'><o:p> </o:p></span></font></p>
<p class=MsoPlainText><font size=2 face="Trebuchet MS"><span style='font-size:
10.0pt'>So rather than an executive team getting together in a <span
class=SpellE>vaccum</span> to write funding structure around already existing
programs/projects (hoping to shore them up for the coming year with a vague
idea of projected growth/needs) they did some darn fine research, co-created a
vision with concrete strategies/programs supporting it, and strong funding
behind it, and at the same time the entire Diocese carried the seeds and
flowers of that plan back out into their community and their ongoing work.<o:p></o:p></span></font></p>
<p class=MsoPlainText><font size=2 face="Trebuchet MS"><span style='font-size:
10.0pt'><o:p> </o:p></span></font></p>
<p class=MsoPlainText><font size=2 face="Trebuchet MS"><span style='font-size:
10.0pt'>Dream client…<o:p></o:p></span></font></p>
<p class=MsoPlainText><font size=2 face="Trebuchet MS"><span style='font-size:
10.0pt'><o:p> </o:p></span></font></p>
<p class=MsoPlainText><font size=2 face="Trebuchet MS"><span style='font-size:
10.0pt'>Cheers from Berkeley,<o:p></o:p></span></font></p>
<p class=MsoPlainText><font size=2 face="Trebuchet MS"><span style='font-size:
10.0pt'>Lisa<o:p></o:p></span></font></p>
<p class=MsoPlainText><font size=2 face="Trebuchet MS"><span style='font-size:
10.0pt'><o:p> </o:p></span></font></p>
<p class=MsoPlainText><font size=2 face="Trebuchet MS"><span style='font-size:
10.0pt;mso-no-proof:yes'>___________________________<o:p></o:p></span></font></p>
<p class=MsoPlainText><font size=2 face="Trebuchet MS"><span style='font-size:
10.0pt;mso-no-proof:yes'>L i s a<span style='mso-spacerun:yes'>
</span>H e f t<o:p></o:p></span></font></p>
<p class=MsoPlainText><font size=2 face="Trebuchet MS"><span style='font-size:
10.0pt;mso-no-proof:yes'>Consultant, Facilitator, Educator<o:p></o:p></span></font></p>
<p class=MsoPlainText><font size=2 face="Trebuchet MS"><span style='font-size:
10.0pt;mso-no-proof:yes'>O p e n i n g<span style='mso-spacerun:yes'>
</span>S p a c e<o:p></o:p></span></font></p>
<p class=MsoPlainText><font size=2 face="Trebuchet MS"><span style='font-size:
10.0pt;mso-no-proof:yes'>2325 Oregon<o:p></o:p></span></font></p>
<p class=MsoPlainText><font size=2 face="Trebuchet MS"><span style='font-size:
10.0pt;mso-no-proof:yes'>Berkeley, California<o:p></o:p></span></font></p>
<p class=MsoPlainText><font size=2 face="Trebuchet MS"><span style='font-size:
10.0pt;mso-no-proof:yes'>94705-1106<span style='mso-spacerun:yes'>
</span>USA<o:p></o:p></span></font></p>
<p class=MsoPlainText><font size=2 face="Trebuchet MS"><span style='font-size:
10.0pt;mso-no-proof:yes'>+01 510 548-8449<o:p></o:p></span></font></p>
<p class=MsoPlainText><font size=2 face="Trebuchet MS"><span style='font-size:
10.0pt;mso-no-proof:yes'>lisaheft@openingspace.net<o:p></o:p></span></font></p>
<p class=MsoPlainText><font size=2 face="Trebuchet MS"><span style='font-size:
10.0pt;mso-no-proof:yes'>www.openingspace.net <o:p></o:p></span></font></p>
<p class=MsoPlainText><font size=2 face="Trebuchet MS"><span style='font-size:
10.0pt;mso-no-proof:yes'><span style='mso-spacerun:yes'> </span><o:p></o:p></span></font></p>
<p class=MsoPlainText><font size=2 face="Trebuchet MS"><span style='font-size:
10.0pt'><o:p> </o:p></span></font></p>
<p class=MsoPlainText><font size=2 face="Trebuchet MS"><span style='font-size:
10.0pt'><o:p> </o:p></span></font></p>
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