Jackie Wolking & Claire Wescott | February 2019 Strategy Lab - - PowerPoint PPT Presentation

jackie wolking claire wescott february 2019 strategy lab
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Jackie Wolking & Claire Wescott | February 2019 Strategy Lab - - PowerPoint PPT Presentation

Jackie Wolking & Claire Wescott | February 2019 Strategy Lab Goal + Todays Team Independent schools will make strategic progress . They will solve pressing challenges and seize the right opportunities in order to live into their missions


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Jackie Wolking & Claire Wescott | February 2019

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Strategy Lab Goal + Today’s Team

Independent schools will make strategic progress. They will solve pressing challenges and seize the right opportunities in order to live into their missions and secure sustainable futures.

NAIS Strategy Lab | February 2019

2 Claire Wescott Director of Project Management Jackie Wolking Director of Innovation Programs 2

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Today’s Learning Objectives

As a result of today’s presentation, school leaders will:

  • Understand NAIS's Jobs-to-be-Done (JTBD) parent research and strategically discuss their

school's specific parent population and market reality;

  • Use a systems thinking framework to analyze forces inside and outside their school's

control, and brainstorm creative inputs that can lead to new and innovative outputs; and,

  • Synthesize their insights on whom they serve, what they offer, and how that fits into their

school's dynamic environment to build alignment and buy-in among key stakeholders.

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NAIS Strategy Lab | February 2019

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Agenda

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NAIS Parent JTBD 1:15 - 2:00 pm Designing with JTBD & Systems Thinking 2:00 - 2:45 pm Systems Thinking & JTBD at your School 2:45 - 3:35 pm Learnings & Next Steps 3:35 - 4:00 pm

NAIS Strategy Lab | February 2019

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Zip Share Introductions

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Your Name Your Current School Name + Location Your Job Title Why Attend Today?

NAIS Strategy Lab | February 2019

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Agenda

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NAIS Parent JTBD 1:15 - 2:00 pm Designing with JTBD & Systems Thinking 2:00 - 2:45 pm Systems Thinking & JTBD at your School 2:45 - 3:35 pm Learnings & Next Steps 3:35 - 4:00 pm

NAIS Strategy Lab | February 2019

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JTBD Snapshot: Why do parents hire our schools?

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JTBD 1

Help me help my child overcome

  • bstacles

JTBD 2

Help me fulfill my child’s potential in a values-aligned community

JTBD 4

Help me realize my plan for my talented child

JTBD 3

Help me develop a well- rounded person who will impact the world

NAIS Strategy Lab | February 2019

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What is a JTBD?

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The JTBD methodology is based on the core belief that consumers (typically parents and guardians) do not buy products and brands, but rather consumers fire & hire candidates (typically schools) to perform a “job” for them. The JTBD methodology consists of a series of interviews with consumers who have recently hired & fired a particular product or its competition. The results of these interviews are coded and analyzed using cluster analysis in order to find common patterns of firing & hiring behavior that are observable, not aspirational. Since interviews are based on actual behavior, the true hiring & firing criteria, and are inclusive of the trade-offs consumers made, the JTBD methodology is better able to identify what is truly important to consumers and how they behave versus how they “say” they will behave.

NAIS Strategy Lab | February 2019

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JTBD: Timeline

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NAIS Strategy Lab | February 2019

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JTBD: Forces of Progress

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Two Forces that Promote a New Choice Two Forces that Block Change

NAIS Strategy Lab | February 2019

Struggling Moment

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JTBD: Context is Key

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Functional: What the product does Emotional: How it makes them feel Social: How others perceive them

A JTBD is the progress that a person is trying to make in a particular circumstance. It includes an understanding of the functional, emotional, & social characteristics of the desired

  • utcome the person is trying to achieve.

NAIS Strategy Lab | February 2019

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Activity

Take 5 minutes to read through the JTBD profiles on pages 3-6 in your toolkit individually. Once your table is finished, discuss the following questions (found on page 8) for 20 minutes: Which JTBD does your school serve well? Which JTBD does your school struggle to serve?

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NAIS Strategy Lab | February 2019

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Agenda

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NAIS Parent JTBD 1:15 - 2:00 pm Designing with JTBD & Systems Thinking 2:00 - 2:45 pm Systems Thinking & JTBD at your School 2:45 - 3:35 pm Learnings & Next Steps 3:35 - 4:00 pm

NAIS Strategy Lab | February 2019

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IT University Example

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NAIS Strategy Lab | February 2019

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University of Phoenix Example

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NAIS Strategy Lab | February 2019

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Compare Examples

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Turn & Talk What differences did you notice between the commercials? Which approach was more effective? (2 mins)

IT University Example University of Phoenix Example

“Supply-Side” Approach Traditional Marketing “Demand-Side” Approach Job-To-Be-Done Marketing

NAIS Strategy Lab | February 2019

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Supply-side vs. Demand-side Innovation

17 Market Disconnect - ”The Gap”

JTBD

Parent

Context Struggling Moment Current School Situation

Demand-Side Innovation

The Progress the Parent is Trying to Make

Supply-Side Innovation

What The School Can Deliver School System Resources External Pressures Outcomes & Metrics Work

  • Context
  • Struggling Moments
  • Push & Pulls / Anxieties & Habits
  • Functional, Social & Emotional
  • Desired Outcomes
  • Trade-Offs

Design Requirements

NAIS Strategy Lab | February 2019

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Systems Thinking + JTBD

Follow along on page 9 in your toolkit as we map out a School System and then integrate the JTBD.

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NAIS Strategy Lab | February 2019

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Agenda

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NAIS Parent JTBD 1:15 - 2:00 pm Designing with JTBD & Systems Thinking 2:00 - 2:45 pm Systems Thinking & JTBD at your School 2:45 - 3:35 pm Learnings & Next Steps 3:35 - 4:00 pm

NAIS Strategy Lab | February 2019

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Activity: Your School System + JTBD

Turn to page 10 in your toolkit. 20 minutes of independent work time. 20 minutes to find a partner and share.

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NAIS Strategy Lab | February 2019

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Partner Share Out

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Which JTBD did you focus on and why? Do your metrics align with the parents’ metrics? What new

  • utcomes

emerged while mapping this JTBD to your school system? What new resources and work emerged while mapping this JTBD to your school system?

NAIS Strategy Lab | February 2019

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Whole Group Share Out

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What new insights emerged as you looked at your school’s system through your selected JTBD?

NAIS Strategy Lab | February 2019

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Agenda

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NAIS Parent JTBD 1:15 - 2:00 pm Designing with JTBD & Systems Thinking 2:00 - 2:45 pm Systems Thinking & JTBD at your School 2:45 - 3:35 pm Learnings & Next Steps 3:35 - 4:00 pm

NAIS Strategy Lab | February 2019

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Demand-Side Innovations

24 Infuse JTBD language into everything from marketing for the event to the Q&A used during the event to increase awareness in the community and ultimately improve yield. Reimagine the Open House Experience Strategically narrow which JTBD to serve to promote

  • perational

efficiencies and create a stronger brand to increase enrollment pipelines. Strategic Planning with JTBD When grading policies change from lower to middle or middle to upper school, use a JTBD lens to align the supply and demand-side and combat a high attrition rate in these grades. Redesign Grading Policies Aligning Hiring Practices When hiring teachers, look for alignment between their values and the JTBD you serve to facilitate a stronger culture of demand-side innovation and build a collective sense of empathy for the parents.

NAIS Strategy Lab | February 2019

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Strategy Lab Objectives

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Strategy Lab empowers current and future school leaders with resources, experiences, and networks that: Enhance their innovation cultures; Develop their skills for Project Level Innovation Designs (PLID); Connect innovation designs to their current realities & strategic visions; Build their schools’ capacity for effective implementation of innovation designs; and, Expand their opportunities for cross-school collaboration.

NAIS Strategy Lab | February 2019

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Upcoming Strategy Lab Workshops

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March 2019: Charlotte, NC April 2019: Washington, DC 2019 - 2020 School Year: TBD 2018 - 2019 Past Workshop Locations: Washington DC, Chicago, + Calabasas, CA

NAIS Strategy Lab | February 2019

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Additional Opportunities to Connect

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AC Sessions

  • Making the Case: Understanding Why Parents

Choose Your School ○ Thursday: 11 am - 12 pm

  • NAIS Strategy Lab: Lessons from the Field

○ Thursday: 1:30 - 2:30 pm

Spring 2019 NAIS Magazine

  • Innovating from the Other Side article

Website & Email Address

  • Visit http://strategylab.nais.org
  • Email us at strategylab@nais.org

Claire Wescott

Director of Project Management

Tim Fish

Chief Innovation Officer

Jackie Wolking

Director of Innovation Programs

Mark Mitchell

Vice President

NAIS Strategy Lab | February 2019

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Exit Ticket

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3: Things you learned 2: Questions you have 1: Idea you are excited to put into practice!

NAIS Strategy Lab | February 2019

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EXTRAS

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Project Charter

30 A PROJECT CHARTER IS…

  • A roadmap to solve a strategic problem
  • A living document that outlines solutions

A PROJECT CHARTER IS NOT…

  • Just a task list
  • The whole answer

YOUR ROLE AS A LEADERSHIP TEAM:

Identify problems Shape the vision for solving problems Be the sounding board for the project team Be the person/team that will help the project lead link learning across teams

YOUR ROLE AS A PROJECT LEAD:

Take the project vision and build tasks for team members Merge learning from each workstream to build solutions Work with the leadership team to make sure progress is being made Work with the leadership team on getting resources to solve strategic problems

YOUR ROLE AS A TEAM MEMBER:

Use your expertise to help the team solve the problem Do research on ways to solve the problems Actively try to solve the strategic problem you have been charged to solve Do the tasks that are assigned

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Project Charter

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RESTATE THE PROBLEM

What’s the core problem you are trying to solve and for which JTBD?

POSSIBLE SOLUTION

Focus on an outcome you are hoping to achieve? What resources do you need to add/change to achieve this outcome? What work will result from attempting to achieve this outcome?

CONTEXT

Who should be on the team? Leadership Sponsor/Team: Project Lead: Team Members: How will you measure progress in the next 7, 30, 60 days? How and when will you measure success?

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Project Charter

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IN SCOPE What activities should be included in this project? What’s

achievable?

OUT OF SCOPE What activities should be excluded from this project? What

are you NOT going to focus on today or in the near future related to this project?

ASSUMPTIONS What things do you accept as true in relation in this

project?

CONSTRAINTS What limitations or restrictions might you encounter when

implementing this project?

QUESTIONS TO ANSWER: What questions will the project team need to answer before they can start the work?