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Strategizing Process

Page history last edited by John Dickey 1 month, 1 week ago

 

The process for strategizing with the PAGP (more specifically, COMPASS) -- leading to a first-cut strategic plan -- involves five steps:

 

Step 1. Identify client and summarize the main issue/problem/opportunity (IPO).  

Step 2. Provide background and detail by dimensions.  

Step 3. Identify single key words that describe the IPO. 

Step 4. Do search of ComPASS for matching variables  (ideasand associated relations. 

Step 5. Combine relevant variables (ideas) and relations to form a first-cut strategic plan.          

 

Step 1: Identify client and summarize the main issue/problem/opportunity (IPO). 

 

     Use about 10 words or less on each part (client and IPO). 

     

Our (hypothetical) client is the Director, National Police Life Association (NPLA)), which in turn serves police agencies and individual police personnel.

Main problem is police suicides, but strangely the most prominent reason given is not anxiety about "chasing the bad guys" but rather “fear of getting into trouble with supervisors.” So this latter issue has been taken as the IPO. 

 

Step 2: Provide background and detail by dimensions. 

 

     Background: Fuller situation description, glossary, references.

 

See Patrick Wilson  (The [Norfolk] Virginian-Pilot), “Expert Addresses Suicide by Police” The Roanoke Times, p. 8, 10/10/2011

In 2009, 312 police officers committed suicide …. 403 in 2008.

In 2009, 48 were slain. In 2010, 56 were slain, 72 died in accidents, 53,469 assaulted (Wire Services, The Roanoke Times, p. 5, 10/25/2011)

 

  1. Technology: Write down and discuss feelings (using social network).                                                                              
  2. Economics: (a) Detach from work, and (b) Disillusion with career
  3.  Management: Major problems for officers are, in order of importance: (a) Fear of getting in trouble with supervisors, (b) Family problems, and (c) Danger while chasing bad guys.
  4. Politics: Police actions are scrutinized.
  5.  Organization: Demystify suicide
  6.  Facilities/Equipment: (Equipment needed to) chase bad guys.
  7.  Marketing/Sales:
  8.  Education/Training: Course for police on suicide
  9.  Society: (a) Police divorce rates, (b) Focus in family and friends, and (c) Avoid relationships outside marriage
  10.  Culture: Police held to a higher standard  (difficult expectations)
  11.  Intellect: 
  12.  Ethics/Morality/Religion: Loss of spiritual faith
  13.  Ecology:
  14.  Health: (a) Danger in chasing bad guys, and (b) Stress on officer
  15.  Senses:
  16.  Legality: Police divorce rates

 

     For more detail, see Dimensions Checklist in the SideBar.

       Make cause and effect diagram of "As Is" situation, if possible.          

 

 

"As Is" Police Suicides Causal Diagram

 

 

Step 3. Identify single key words that describe the IPO.

 

     Up to six, with matching of each "major" word in the summary of the IPO (Step 1).

     Can, if want, peruse the PAGP Ontology (Classification) in the Sidebar

 

     IPO = “Fear of getting into trouble with supervisors.” 

 

     IPO Word                         PAGP Word               PAGP Word Stem

     Police                                   Authority                    Authorit

     Suicide                                 Life/Death                  Life, Death

     Fear                                      Anger, Emotion         Anger, Emotion

                                                  Love/Hate                  Love, Hate

     Trouble                                Health/Safety            Health, Safe

     Supervisor                          Authority                    Authorit           

 

Step 4. Do search of COMPASS for matching variables (ideas) and associated relations .

 

     Note that there can be several ways to search. No need to look at all of these, but, for an interesting result, keep track of the “Immigrant Health Covenants” output under Search Type 2.

 

     Search Type 1: Peruse Case Names in List and Select

 

     Go to the "Listing of Source Cases", via the SideBar.

Say “Abandonment Theory” looks relevant and of possible value.

Click on the case name; then click on the URL next to the “Variables in Relationships” view.

 

 

"Abandonment Theory" Causal Diagram

 

     From the causal diagram or the listing below it, pick a variable, if any, that may be relevant to your situation.

Pick, say, the variable “abandonment”.

     Adapt, if desired, by analogy to create an idea/variable for your situation.

          Personnel feeling abandonment by supervisors

     Note: this illustrates a  variable that focuses on the negative/problematic.

 

     See SideBar for Legend

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* 1* BREACH Breach of Contract Damages

        { }[t  ]( 0) CHGORDR Agreed-Upon Change Orders

        { }[t  ]( 0) VIABLE Viability: Proving Contract Breach Damages

* 2* CHGORDR Agreed-Upon Change Orders

        { }[t  ]( 0) VIABLE Viability: Proving Contract Breach Damages

* 2* VIABLE Viability: Proving Contract Breach Damages

        { }[t  ]( 0) CHGORDR Agreed-Upon Change Orders

„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„

                   GOAL VARIABLES

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* 3* ABANDON Abandonment

        { }[t  ]( 0) ABANDON Abandonment

            Supervisors abandon effort

        { }[t  ]( 0) BREACH Breach of Contract Damages

        { }[t  ]( 0) PLAY Play With Product Until Something Happens

            Try different strategies until one gets interest/acceptance

        { }[t  ]( 0) SKILLDP Skill Depth in Topical Area

            Develop knowledge on topical area

        { }[t  ]( 0) USERHST User Hostility

           

FROM “Abasement Theory”, View: Variables in Relationships

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CONFRNT Confront: Individual with Moral Authority

            Do not confront any individual with moral authority

 

 

 

FROM “Anger Theory”, Keyword: “Anger”, View: Variables in Relationships

„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„

                   CLIENT STRATEGY VARIABLES

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* 1* APPRAPO Degree of Appropriateness

* 1* AWARE Undertake Self Awareness

* 1* CHALNGE Challenge Convictions

* 1* DISTRAC Get Distractions

* 1* IDEAS Ideas to Solve Problems

* 1* VENT Ventilate (act on) Anger

„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„

 

 

FROM “Collaboration for CLA ….”, Keyword: “Whole Case”,

View: Variables in Relationships 

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CLTSHFT Client Shifts to Other Agency

JOINTEV Joint Evaluation

 

 

FROM: “Public Morality”, Keyword: “Whole Case”,

View: Variables in Relationships 

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AUTHRTY Moral Authority of Government

        { }[t  ]( 0) CITVALS Citizen Beliefs/Attitudes/Values

        { }[t  ]( 0) CONSENT Voluntary Consent

        { }[t  ]( 0) CONSTIT Rules: Constitute, Dec Indep, Bill Rights

 

 

     Search Type 2:  Variables in Relationships View

 

From the PAGP FrontPage, go to a “Variables in Relationships” View.

Do search of cases (pages) using one of the chosen key words (KW).

If needed, do a search of the selected page using CTRL-F.

 

 

FROM: “KWR Hurricane …” Keyword: “Author”,

View: Variables in Relationships 

__________________________________________________________________

 *1* CIVATFR Civilian Authorities Fragmented

* 1* CIVAUTH Civilian Authorities Lead: Homeland Crises

        { }[t  ]( 0) CAPLEAD Agency Capability: Lead Disaster Response

        { }[t  ]( 0) CIVATFR Civilian Authorities Fragmented

* 1* CONFEVP Confidence of Evacuees in Local Police

        { }[t  ]( 0) EVACWAR Evacuee Wariness of Helping Authorities

        { }[t  ]( 0) POLCOOP Police Cooperation: Localities of Evacuees

* 1* DISPRES Resolution of Relief Org Internal Disputes

        { }[t  ]( 0) ADMITFL NGO Admits "Stumbling" in Some Tasks

        { }[t  ]( 0) AUTHORL NGO Leader Given Proper Authority to Lead

        { }[t  ]( 0) GLOSSOV NGO Board Glosses Over Differences

        { }[t  ]( 0) GOODPRS Org Concerned: Good Press not Good Results

        { }[t  ]( 0) STRLEAD NGO Board Wants Strong Leader

        { }[t  ]( 0) WHISBLW Relief Agency Whistle Blower Complaints

* 1* EVACWAR Evacuee Wariness of Helping Authorities

* 0* FEARUNC Agency Leaders Fearful/Uncertain Authority

* 1* STATEMD State Sponsored Insurance Mediation Process

            { }[t  ]( 0) AUTHMED Authority of State-Sponsored Mediators

* 1* INSSETR Disaster Insurance Settlement Rates

        { }[t  ]( 0) AGSUECP State Attorney Office Suing Insurance Firms

        { }[t  ]( 0) KNOWWIN Trial Lawyer Knows How to Win Big Cases

        { }[t  ]( 0) NATRDAM Nature of the Damage

        { }[t  ]( 0) STATEMD State Sponsored Insurance Mediation Process

        { }[t  ]( 0) TYDAMCV Types of Damage Covered by Insurance Policy

        { }[t  ]( 0) VICNTSU Victims Never Thought They Would Sue

* 1* AUTHMED Authority of State-Sponsored Mediators

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FROM: “Immigrant Health Covenants”, Keyword: “Health”,

View: Variables in Relationships 

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* 3* COVANTH State is Signatory: Int'l Health Covenant

        { }[t  ]( 0) ICESCRH International Covenant for Health Rights

* 3* ECONOMY Healthy Economy

        { }[t  ]( 0) REMITMG Migrant Remittances

* 2* FAILTRT Failure to Implement Treaties

        { }[t  ]( 0) COVANTH State is Signatory: Int'l Health Covenant

* 2* GOVMEMS Organizational Governance by Member States

* 0* HEALTH Health Level

        { }[t  ]( 0) COVANTH State is Signatory: Int'l Health Covenant

        { }[t  ]( 0) ECONOMY Healthy Economy

        { }[t  ]( 0) HEALTHL Highest Possible Level of Health

        { }[t  ]( 0) ICESCRH International Covenant for Health Rights

* 1* HEALTHL Highest Possible Level of Health

        { }[t  ]( 0) HRTREAT International Human Rights Treaties

* 3* HRTREAT International Human Rights Treaties

* 2* ICESCRH International Covenant for Health Rights

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"A covenant, in its most general sense, is a solemn promise to engage in or refrain from a specified action. More specifically, a covenant, in contrast to a contract, is a one-way agreement whereby the covenanter is the only party bound by the promise."   -- Wikipedia, 12 Feb 2008

          Develop a covenant of respect between new, young officers and more      experienced ones

Also, since a covenant influences some other signings (COVANTH):

          Identify other agreements to be signed

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FROM:”Student Learning Theory” Keyword: “Health”

View: Variables in Relationships

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* 3* TIMEDIS Teacher Time Spent in Disciplinary Actions

        { }[t  ]( 0) ABSENTS Student Absenteeism

        { }[t  ]( 0) APTITUD Student Aptitude

        { }[t  ]( 0) FRUSTRA Police Frustration Over "Poor" Evaluations

        { }[t  ]( 0) HEALTHM Student's Mental Health

        { }[t  ]( 0) PLEASE Desire to Please Authority Figure(s)

        { }[t  ]( 0) STUDNTS Number of Students

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     Search Type 3: Variables in Categories View

 

From the PAUP FrontPage, go directly to “Variables in Categories” View.

Do search of cases (pages) using one of the chosen key words (KW).

If needed, do a search of the selected page using CTRL-F.

Find similar variables in a particular category.

 

FROM: “Mobile Emissions ….”, Keyword: ”Life”, View: Variables in Categories

 

Category: Being/Existence: 

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          AMBTEMP Ambient Temperature

          ATYPICL "Atypicalness" of Vehicles Being Scrapped

          CONSITE Convenience of the Scrappage Site

          DELFSZE 2. Change in Existing Fleet Size

          DISTRMY Model Year Distribution in Existing Fleet

          LIFEREM 4. Remaining Life of the Retired Vehicles

          MERCS 8. Mobile Emissions Reduction (Credits)

          RETRATE "Normal" Retirement Rate in Existing Fleet

          VEHREPL Scrapped Vehicles Replaced

          VEHRETR 1. Vehicles to be Retired, by Model Year

          VEHRPOM Scrap Veh Replaced by Use of Other Modes

          VMTSCRP Ave Annual VMT of Scrapped Vehicles

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Control the distribution of staff by age/experience (and how changing.)

 

FROM: “Elinor Ostrom: Institutional Analysis and Development”, 

Keyword: “Author”, View: Variables in Categories

Category: Rules: 

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          AGGRULE Aggregation Rules

          ALLACTS Allowable Actions

          AUTHRUL Authority Rules

          CLARITY Clarity of Rules

          CLASSIF Secret Rules -- Classified or Private

          CLRULES Collective-Choice-Level Rules

          CNRULES Constitutional-Choice-Level Rules

          COSTDEV Cost to Develop/Monitor/Sanction Rules

          ENEXRUL Entry and Exit Rules

          INFRULE Information Rules

          MISUNDR Misunderstanding of Rules

          OPRULES Operational-Level Rules

          PAYRULE Payoff Rules

          POSTRUL Position Rules

          PROPDEF Property Rights are Well-Defined

          PROPENF Property Rights Well-Enforced

          PUBRULE Rule Must be Made Public

            Etc.

„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„

 

FROM: “Advocacy Coalition Framework”, Keyword: “Author”,

View: Variables in Categories 

 

Category: Administration: Government Administrative Actions

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          #SOVS Number- Agency Sovereigns (Funds, Legal)

          1PRGDOM Domination: 1 Program at Operational Level

          ADHERE Agency Adheres to Traditional Mission

          AGENCY Interest Group Ally is a Government Agency

          BUDGET Guidance Instruments- Agency Budgets

          DISCRET Discretion of Subnational Implementors

          GOVBEH Behavior of Government Authorities

            .

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Search Type 4: Variables in a List View

 

From the PAUP FrontPage, go directly to the "Variables in a List" View.

Do search of cases (pages) using one of the chosen key words (KW).

If needed, do a search of the selected page using CTRL-F.

Find relevant variables in the selected list.

 

FROM: “Student Learning Theory”, Keyword: “Love”,

Variables in a List View

 

VARIABLE: TECHGRO Growth in Technology

DEFINITION: Arthur Levine, PT3 Grantee's Meeting, Wash DC, Aug 2001

SHORT MEASURE: (Not Entered Yet)

FULL MEASURE: (Not Entered Yet)

„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„

 

VARIABLE: TECHLV Student "Love" of Technology

            Police officers’ “love” of  technology

DEFINITION: Panel Discussion 8/5/01, PT3 Grantee's Meeting, Wash DC, Aug 2001

SHORT MEASURE: (Not Entered Yet)

FULL MEASURE: (Not Entered Yet)

„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„

 

VARIABLE: TECHNY Technologies Not Yet Existent

DEFINITION: Roblyer & Edwards 2000, p.  49

SHORT MEASURE: (Not Entered Yet)

FULL MEASURE: (Not Entered Yet)

„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„

 

     Search Type 5: Use Source Case Summaries

 

From the PAUP FrontPage, do a search of all source case summaries for a key word .

Go to the selected source case page

Select a view and go to the case in that view.

If needed, do a search of the selected case ( page)  using CTRL-F.

Find variables of interest in the source case.

 

EXAMPLE:

Search is made on the keyword of “health/safety”.

Two source cases found. “Transport Privacy” summary selected.

“Variables in Relationships” View selected.

CTRL-F search of page for “health” yields no match, but “safety” yields a close match to:

„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„

                   CLIENT STRATEGY VARIABLES

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* 2* INDOSDB Independent Oversight of Database

* 2* SM-RFID "Smart" Radio Frequency Identification

* 2* TV-ANPR CCTV-Automatic Number Plate Recognition

„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„

 

with one possibly useful idea shown in red.

 

Search Type 6: Use Source Case Wiki

 

(Note: Certain cases are optionally structured as wikis, with one variable to a page)

 

From the PAGP FrontPage, go to the list of source cases (use Sidebar).

Pick one of the cases which has name in all capital letters.

Go to the selected source case page.

Select the “Source Case Wiki” View and go to the case wiki in that view.

If needed, do a search of the selected case ( page) using CTRL-F.

Find variables of interest in the source case.

 

EXAMPLE:

“Foreign Homebasing” is picked off the list of source cases.

Went to respective Summary page and selected the “Source Case Wiki” View.

On FrontPage of “ForeignHomebasing” wiki, did a search for variables dealing with keyword of “authority”.

Got three matching variables.

Selected: COURTSY Subject to Host Country Court System

Which brings the idea: Plan subject to the court system (?)

In addition, according to the case, COURTSY directly affects:

          SAFESEC Safety and Security

 

 

Step 5. Combine relevant variables (ideas) and relations to form a first-cut strategic plan.   

 

Identify and select new strategies, external factors, and goals for each “player.”

Add to, or substitute for, current variables.

If desired, make a causal diagram

EXAMPLE:


Strategies: POLICE AGENCIES

          Develop a covenant of respect between new, young officers and more experienced ones

          Try different versions (strategies) until one gets interest/acceptance

Strategies: POLICE OFFICERS

          Police Frustration Over  "Poor" Evaluations (or Happiness Over Good)

          Lifelong Learning/Integration in Workplace

Strategies: NPLA

             Develop Training Programs for Covenants

          Explore Influence of Complexity of an Agency on Covenants

Externals: Original

         People Look Down on Police Suicide

         Post-Traumatic Stress Disorder

         Police Actions are Scrutinized

         Police Held to a Higher Standard

         Police See Traumatic Incidents

 Externals: Added           

            Complexity of the Agency

          Lower Funded Pensions

Goals: Original           

            Stress on Officers

            Police Suicides

 

 

 "As Proposed" Police Suicides Causal Diagram 

 

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