C06 Session: Strategic Planning

Strategic Planning Including ALL Stakeholders: A Blend of Large Scale Change Processes

Thursday, August 3, 2:15pm - 5:30pm

Track:  Capacity Building Models and Strategies

Presenters

Jean Katz, Jean Katz Consulting; Rigoberto Rodriguez, Rigoberto Rodriguez Consulting, Inc.

Description

Blended approaches to large-scale change processes have proven effective with organizations as diverse as hospitals, schools and school districts, social agencies, and indigenous community groups in the United States and internationally. 

This workshop will review the principles and methodologies of four large-scale change process methods:

• Future Search Conferences,
• Open Space,
• Appreciative Inquiry Summits, and
• Whole Scale Change.

Participants will explore how the four methodologies can be used and blended in strategic planning for nonprofit organizations.  Presenters will cover factors of time efficiency and maximum effectiveness for implementation, as well as an analysis of the comparative benefits of each approach.

About the Presenters

Jean Katz, Jean Katz Consulting

Jean Katz is principal consultant for Jean Katz Consulting. Jean has facilitated strategic, operational, and tactical planning for school districts, schools, non-profit agencies, and businesses since 1987. She retired as Consultant-in-Charge of the Center for District Leadership of the Los Angeles County Office of Education in 1992. Since then she has continued to serve as a private consultant and facilitator for many school districts and non-profit agencies throughout Los Angeles County. Often the school districts planned in partnership with non-profit agencies, city and county government, and community gased organizations. She has used the Future Search Planning process since 1997, and Appreciative Inquiry since 2002. She was a facilitator/trainer for the California School Leadership Academy 1986-2000. She was an External Evaluator of Low-Performing Schools for the Immediate Intervention/Under-performing Schools Program (II/USP) of the California Department of Education. Jean earned a B.S. from the University of Wisconsin, majoring in speech pathology, an M.A. from the University of Chicago, majoring in language and learning disorders, and a Masters in Human Resources from University Associates, majoring in organizational development and planning. She is co-author of two chapters in Future Search in School District Change, published by Scarecrow Press. She is the author of Chaos and Dancing Stars, a book of poetry published by Bombshelter Press. She has contributed many articles to professional journals and poetry to national anthologies.

Rigoberto Rodriguez, Rigoberto Rodriguez Consulting, Inc.

Rigoberto Rodriguez is principal consultant for Rigoberto Rodriguez Consulting, Inc., a network that that supports organizations and coalitions dedicated to leadership development and community empowerment. Using highly interactive action-planning methods, Rigoberto helps organizations and coalitions: (a) develop an inspiring purpose; and, (b) build capacity to achieve this purpose. Rigoberto holds a Masters of Urban and Regional Planning, with a focus on neighborhood approaches to community development and healthy communities. He is also Ph.D. candidate in urban political geography. His dissertation focuses on governance networks and the mobilization of disadvantaged communities, particularly Mexican immigrants.  Growing up in a Mexican immigrant family and attending schools in the United States and Mexico, Rigoberto is linguistically and culturally fluent in Spanish and English.