Lesson2ProjectDesignWorksheet - IHI
Leadership & Organizing for Change
IHI Open School Change Agent Network
Lesson 2 Exercise: Project Design
Answer the following questions about your organizing project based on the learning from the video lectures in Lesson 2. If you are working with a team, complete the exercise with your teammates.
Six Strategic Questions
1. Theory of Change: What is your project’s theory of change? (If you do X, Y change will occur.)
Organizing: In what way is organizing a central part of the theory of change? How can it contribute? (Hint: How is power at play? Does making change require your people to develop “power with” one another? Or “power over” someone else?)
2. Motivating Vision: What is the urgent challenge you are addressing? What is your hopeful vision of the future? How will your project move you one step closer to this vision?
3. Measurable Aim: What is the strategic objective on which you will focus your energy — a clear, measurable aim to which you can commit?
An effective aim has the following qualities:
• Single strategic aim — choose a single aim and focus all resources strategically on achieving it (even if different stakeholders contribute different resources and employ different tactics)
• Motivational force — the aim connects with the heart and motivates people to act
• Leverage point — the aim focuses on a place within a complex system where “a small shift in one thing can produce big changes in everything”
• Momentum building — the aim allows you to pursue short-term wins within a longer-term, sustained effort
• Measurable — you can easily determine and describe the aim’s impact
• Visible, clear — you can easily discern whether you are succeeding or failing, so that you can learn and improve
• Concrete — the aim allows you to begin to act now and has a foreseeable end point that creates urgency to act
• Contagious — the aim involves actions and tactics that others can emulate as you scale up the effort and spread across a constituency or geographic areas
4. People: Who are your people? What stakeholders have an interest in your project? Who have you recruited (or will you recruit) to be members of your leadership team?
5. Assets: What assets (resources, skills, talents, and experiences) do your stakeholders and leaders bring? How can you turn your collective assets into what you need to achieve your measurable aim?
6. Tactics & Timeline: What are your tactics? By when will you kick off the project? What are the intermediate peaks that will help you build momentum to achieve your measurable aim? When will you evaluate your project? After it ends, what’s next?
Fill in your project’s arc using the grid below.
|Foundation |Kick Off |Peak 1 |Peak 2 |Measurable Aim |Evaluation |Next Steps | |
Tactics | | | | | | | | |
Date | | | | | | | | |
[pic]
Your Organizing Sentence
Given your answers to the questions above, develop your project’s organizing sentence. This statement is the foundation for the project you lead in the course. We will explore each of its elements in more detail throughout the program.
And remember, your organizing sentence can (and will) change over time as your project evolves.
“I am organizing (WHO — leadership & constituency) to do (WHAT — measurable aim) by (HOW — tactics) because (WHY — motivating vision) by (WHEN — timeline).”
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Measurable Aim
Peak
Evaluation & Next Steps
Peak
Kick-Off
Foundation
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Lesson 2 Exercise
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