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How do you move from a vision to outcomes?

Updated: Aug 7, 2023

Can you connect a world-class vision to helping people discover themselves as world-class? How about teams? What do world-class teams look like? One way to help shape your organization’s pursuit of world-class vision is to set aside time to get them together in a retreat or series of virtual sessions. Consider sending a small amount of pre-work to help them discover ahead of your time together what world-class examples mean in today’s education and workforce organizations.

Next, set some objectives up for a physical or virtual time together. Whether you call it an offsite retreat or a series of virtual leadership sessions, start with what you want to accomplish. Sample objectives for time together might include:

  • Team members learn the Baldrige Criteria for World Class Actions for People + Teams.

  • Team members connect previous leadership training to new leadership badging and performance excellence structure activities for the organization.

  • Team members can use tools and model exercises for their extended team and staff upon completion of the leadership series exercises.

Sessions online or in-person for shaping a world-class vision might include:

Day 1 or a Series of Virtual Exercises

  • Breakfast and guest speaker on what it means to be a world-class learner and leader.

  • Baldrige Criteria overview and exercise (Linkage chart activity for self-leadership).

  • Baldrige Criteria overview and exercise (Linkage chart activity for assigned teams + retreat problem of practice (ex: Fundraising, HR, Academic Model Technology, etc.).

  • What do world-class teams look like? Invite a guest speaker in your industry or another.

  • What do leadership and strategy look like on real projects? Primer activity and then teams separate to produce a strategy deliverable for the first 90 days in Fall 2023 related to their linkage chart activity in the a.m. session. This template is a modified longer form PDSA.

  • Caught You Being World Class: An organization can unveil a badge and incentive strategy for 2023-2024. A leader can formally recognize team members with a LinkedIn Badge from this past year and explain the badging process for 2023-2004 related to world-class career development and succession planning vision for the organization.

Day 2 or Series of Virtual Exercises

  • Breakfast on world-class customer service: Disney model speaker or video.

  • World-class customer service example project plan activity. Builds on leadership and strategy example PDSA from Day 1. For example, on a technology project, who are the customers? How are we communicating with them?

  • Intro to data, project, change, and knowledge management. Exercise on world-class and non-world-class examples. Comparative analysis activity and report on how leaders and teams will manage all for your problem/project of practice.

  • Lunch and guest speaker on the modern worker and workforce. Expectations, standards, actions, and behaviors of world-class talent.

  • Problem of Practice for workforce and standard operating procedure plans this fall.

  • Design-a-palooza exercise that identifies leaders and teams and works on mapping talent to tasks to accomplish the current problem/project of practice vision.

Day 3 or Series of Virtual Exercises

  • Putting the Pieces Together: Operations and Results. Breakfast and military guest speaker. An unexpected take on people and priorities coming together for amazing results.

  • PDSA operations and results expectations. A vision from the CEO or Executive Director.

  • Final activity and exit ticket PDSA of key teams work throughout the retreat with calendars and cadence dates booked for the first 90 days of Fall 2023


Bonus: Learn how to use the Plan, Do, Study, Act (PDSA) cycle in education:



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