Strategy and culture — when done well — is a collective inquiry process where you and your partners explore the following questions:

Strategy / Culture Questions

Your goal is to align around good, thoughtful answers to these questions… and to hold them lightly, as your answers will evolve as you do the work. These toolkits are designed to help groups and individuals do exactly that.

See Acting Strategically for how to get the most out of tools like these.

For more background on how these came about, read, “Do-It-Yourself Strategy and Culture” (May 5, 2015). For more on the design philosophy of these tools, read, “Balance Bikes for Changemakers” (January 16, 2018).

Success Spectrum

Toolkit: Roadmap

The Goals / Success Spectrum is a powerful tool for developing good strategic goals as well as metrics for tracking those goals. It’s also useful as a visioning exercise.

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Strategy / Culture Bicycle

Toolkit: Strategy / Culture Bicycle

If strategy and culture is a collective inquiry process, the first step is to identify the most important questions. The Strategy / Culture Bicycle is a quick and effective way to rapidly develop a shared understanding across the group around what it already knows and what it needs to figure out.

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Roadmap

Toolkit: Roadmap

Planning is a central part of any strategy or culture process. The Roadmap toolkit helps you flexibly and concretely explore different scenarios, enabling you to gut check your goals and vision.

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Working Agreements

The Working Agreements toolkit helps groups develop and refine working agreements on a regular basis by helping teams have productive conversations that matter.

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Mindset Cards

Toolkit: Mindset Cards

Mindset Cards help you build, transform, and assess culture in groups.

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