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"It's amazing how much you can get done when you don't care
who gets the credit"
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How It Works
OpenStrategy consists of a facilitated process of meetings and
off-line communications between stakeholders within a community,
supported by a web-based software tool.
The OpenStrategy planning system is made up of three key components:
an information structure, a prioritisation system, and support
systems. The information structure records what is going on and
what goals are envisaged. The prioritisation system transforms
the information into strategies that can be viewed, used, and
influenced by all members of a community. And the support systems
connect people in the real world and facilitate the evolution
and implementation of the strategies.
The Information Structure
The OpenStrategy information structure is made up of four columns
of information - generically called 'items'. These columns can
be named Projects, Results, Uses/Applications and Benefits (though
the terminology is determined by the participants of an OpenStrategy).
People run Projects that produce Results, which organisations
or citizens Use or Apply to create Benefits. Our research leads
us to believe that this structure has universal application to
community strategies; anything a community wants to do or achieve
can be addressed by these headings.
This information structure is illustrated in the following diagram:

For example, the Project might be the development of a cycleway.
The Result is that you have a cycleway between two points. The
Application is that people ride on it, and the Benefits are that
they become healthier, get to work on time, and environmental
pollution is reduced if they would have otherwise used cars.
Stakeholders enter these items into the system, which are then
'owned' by that stakeholder. This means that that stakeholder
is responsible for keeping information about that item up to date,
answering questions about it, and accepting or rejecting links
to that item.
Stakeholders can also propose links between two items, which
means that they believe that one item has an effect, positive
or negative, on the other. In the previous example, a stakeholder
could create a link between the Project of creating a cycleway,
and the obvious Result of having a cycleway between two points.
Stakeholders are free to accept (agree that a link exists) or
reject links to items that they own.
An OpenStrategy presents this system of information in a structure
we call the boxes-and-lines diagram, which has a list
of Projects in one column, a list of Results in another column,
a list of Applications in the third and a list of Benefits in
the fourth. In time, the boxes are linked, so a Project is linked
to a Result. It might produce several Results - and those Results
are linked to their Applications by stakeholders, and the Applications
to one or more Benefits, as illustrated in the following diagram:

We believe this structure is the simplest possible information
structure for defining community action and benefits. In an OpenStrategy,
this information structure is housed on a website, and its details
are available for all stakeholders to view, add to and edit, at
any time and from anywhere that suits them.
Because everyone can see the information entered and the links
made, they can see what is going on and consult with each other
in a fully transparent manner.
The information structure maps actions and results into a plan.
It is not just a listing of issues and options and people's random
ideas. It is very much focused on actions and results. Key to
OpenStrategy's ability to do this is the prioritisation system.
The information structure is useful on its own as a format for
information storage, but it needs prioritisation before the system
attains its maximum possible value.
The Prioritisation System
The OpenStrategy prioritisation system has been carefully tailored
to fit the ways in which people want to work in communities. It
allows any stakeholder to set priority ratings on any item, indicating
to all other stakeholders how important that item is to them based
on whatever personal criteria they choose. In essence, they can
say 'This item is very important from my viewpoint', or 'I am
not interested in this item', or 'I disapprove of this item',
or anything in between.
Stakeholders can also view priorities set by all other stakeholders,
to weigh up potential and actual contributions of other stakeholders
and make judgements about whom it would be worthwhile to work
with.
Priorities in OpenStrategy are shown as ratings placed by each
stakeholder. They are not averaged or weighted, so that each stakeholder
has an equal voice - though the ratings are shown alongside who
placed them, so that other stakeholders can make their own decisions
about the weight of a particular stakeholders rating. This is
illustrated in the diagram below, showing how ratings could be
displayed on an item within a Civil Defence OpenStrategy:

As a result of this prioritisation system, it quickly become
clear which stakeholders support which projects, results, applications
and benefits. As a result, subgroups of stakeholder can cluster
together around items of common interest; items which, when linked
from projects through results and applications to benefits, become
'sub-strategies' within the OpenStrategy.
SubStrategies
Through use of the OpenStrategy prioritisation system, stakeholders
can specify and view SubStrategies (a smaller strategy contained
within the entire OpenStrategy). These SubStrategies can be created
by stakeholders, based on their own areas of interest, and from
whatever set of criteria they specify. For example, within a council
planning OpenStrategy, a stakeholder could specify to view all
items in the OpenStrategy to do with roading, effectively creating
a roading SubStrategy.
The groups of items that comprise a SubStrategy can be selected
manually by stakeholders, or by specifying certain criteria (for
example, all items that that stakeholder has rated as +3 or more),
giving stakeholders the flexibility to create SubStrategies that
suit their needs.
The following diagram illustrates how SubStrategies can be selected
from items within an OpenStrategy:

The Support Systems
OpenStrategy is additionally supported by real-world communication
systems, such as meetings, workshops, emails, and phonecalls.
OpenStrategy recognises that there is great value in existing
forms of communication, and doesn't aim to replace them - rather,
it provides a format in which the key wisdom from these communications
can be liberated and captured, and made available to the broadest
possible range of stakeholders.
OpenStrategy doesn't aim to capture these communications, but
rather the results of them. This allows stakeholders to hold internal
meetings, and communicate with one another about the directions
they wish to head in and the goals they wish to achieve, and then
they are able to enter this information into the OpenStrategy
information structure.
OpenStrategy Principles
OpenStrategy is based on the following principles, and incorporates
them into the OpenStrategy system and web-tool:
- Communities are intelligently complex, not chaotic. Therefore,
they do not require top-down management, and given the right
tools can plan their own future in a collaborative, transparent,
and strategic manner.
- An effective strategic planning tool needs to be open - to
new ideas, to people, to time, space, growth, and change
- Anyone can join an OpenStrategy, and no-one can take control
of it
- An effective strategic planning tool needs a common system
and language
- An effective strategic planning tool needs to be actions and
results oriented
- Communities and groups of individuals can successfully collaborate
on large-scale projects following a diverse cluster of motivational
drives and social signals - to review and select which resources
to work on, for which projects, and with which collaborators
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