WayMark Systems IEDC Oct 2014.pptx

Accelera'ng*results*and*avoiding*dead*ends**
on*economic*development*projects:**
*
New*tools*and*methods*for**
community*stakeholder*alignment*
*
Joel%Cutcher,Gershenfeld%and%Mark%Nolan%
%
Apprecia9on%for%making%this%presenta9on%possible:%
Interna9onal%Economic%Development%Council%(IEDC)%
NSF%I,CORPS%1313562%“Stakeholder%Alignment%for%Public,Private%Partnerships,”%
Stakeholder%Alignment%Visualiza9on%Patent%Pending:%%Serial%No.%13/907,291%(2013).%
*
Lifecycle*of*a*community*economic*development*
issue/ini'a've.*.*.*!
I.*Emergence*
RISK:*
Unintended*
Consequences*
V.*Evalua'on*and*
Sustainment*
IV.*Implementa'on*
RISK:*Behind*
Schedule;*Over*
Budget*
Econ.*Devt.*
Officer*
Planning*
Director*
Private*
Developers*
Commercial*
Enterprises*
Financial*
Ins'tu'ons*
Community*
Leaders*
Mayor*
City*Council*
City*
Opera'ons*
KS12*Schools*
Colleges*&*
Universi'es*
Consultants*
&*Experts*
State*&*
Ci'zens*
Federal*Govt.**
Addi'onal*
Stakeholders*
RISK:*Hijacked*
by*Special*
Interests/
Naysayers*
II.*Shared*Vision*
of*Success*
III.*Resource*
Alloca'on*
RISK:*Gridlock;*
Blindsided*
Sample!projects!
•  Highway!construc6on!!
•  Community!green!energy!
•  Digital!inclusion!for!economic!
development!
•  Public!interest!in!public!sector!
employment!rela6ons!
•  Pre>compe66ve!public>private!
partnerships!
Some!of!the!challenges!.!.!.!
•  Many!types!of!stakeholders!
•  Many!issues!that!are!“at!stake”!
•  Difficulty!for!decision!makers!to!see!the!whole!
picture!
•  Risk!of!public!forums!being!hijacked!!
•  Dynamic!and!emergent!issues!
•  “Echo!chamber”!delibera6on!and!gridlock!
•  Dead!ends!aGer!inves6ng!6me!and!resources!
•  Opportuni6es!lost!
Underlying!risk!
Decision!making!based!primarily!on!
assump6ons!.!.!.!!
!
!
!.!.!.!without!systema6c!data!
Add%in%accelera9ng%rates%of%
technological%change%.%.%.!
The!BabysiLer!
of!the!Future!!
(courtesy%of%Steve%Diggs,%Scripps%Ins9tu9on)!
The%boZom%line:%
Create*Value*
*
Mi'gate*Harm!
."."."expanding"the"“pie”"
and"enabling"progress"
and"transforma6on""
"
"
."."."an6cipa6ng"and"
mi6ga6ng"externali6es"
and"catastrophic"
systems"failures"
"
"
Stakeholder!Maps!and!!
Stakeholder!Alignment!
Every!complex!project!or!ini6a6ve!should!begin!
with!a!stakeholder!map!for!“situa6onal!
awareness.”!!
!
Addi6onal!periodic!maps!sustain!progress.!!!
!
Systema6cally!mapping!stakeholders!and!interests!
accelerates!the!alignment!needed!to!deliver!
results.!
Defining!stakeholder!alignment.!.!.!!
“The"extent"to"which"interdependent"stakeholders""
orient"and"connect"with"one"another"
to"advance"their"separate"and"shared"interests.”*
Essen6al!for.!.!.!!
–  Public>private!partnerships!
–  Mul6>stakeholder!ini6a6ves!
–  Emergency!response!preparedness!
–  Infrastructure!development!
–  SeRng!standards!
–  Strategic!planning!
Example:!K>12!Community!Educa6on!Stakeholders!
•  Elementary!Schools!
• 
• 
• 
• 
•  Middle!and!High!Schools!
• 
• 
• 
• 
• 
– 
– 
– 
– 
– 
– 
– 
– 
– 
– 
Students!!
Teachers!
Support!Staff!
Administrators!!
Parents!
Students!!
Teachers!
Support!Staff!
Administrators!!
Parents!
•  School!Board!Members!
•  Educa6on!Associa6on/
Union!Professional!Staff!
• 
Local!Employers!
Local!Unions!
Local!Founda6ons!
Local!Non>Profit!Educa6on!
Organiza6ons!
Civil!Rights!Organiza6ons!
Community!Taxpayers!
Area!Community!Colleges!
Regional!Universi6es!
Regional,!State,!and!Federal!
Educa6on!Agencies!
Local!Media!
Poten6al!Interests!at!Stake!in!a!K>12!Community!
Educa6on!Stakeholder!Alignment!map!
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
Dignity!and!respect!
Fair!treatment!
Physical!safety!
Engaging!learning!
environment!
Buildings!and!facili6es!
Bus/transporta6on!
Class!size!
School!day!length!
School!year!length!
Fiscal!responsibility/
taxa6on!
•  Compe66ve!pay!and!
benefits!
•  Learning!technologies!
•  Suppor6ve!home!
environments!for!
students!
•  Student!tes6ng!
•  Student!athletes!
•  Teacher!assessment!
•  Teacher!professional!
development!
•  College!prepara6on!
•  Workforce!readiness!
!
Return*to*the*lifecycle*of*a*community*economic*
development*issue/ini'a've.*.*.*!
I.*Emergence*
RISK:*
Unintended*
Consequences*
V.*Evalua'on*and*
Sustainment*
IV.*Implementa'on*
RISK:*Behind*
Schedule;*Over*
Budget*
Econ.*Devt.*
Officer*
Planning*
Director*
Private*
Developers*
Commercial*
Enterprises*
Financial*
Ins'tu'ons*
Community*
Leaders*
Mayor*
City*Council*
City*
Opera'ons*
KS12*Schools*
Colleges*&*
Universi'es*
Consultants*
&*Experts*
State*&*
Ci'zens*
Federal*Govt.**
Addi'onal*
Stakeholders*
RISK:*Hijacked*
by*Special*
Interests/
Naysayers*
II.*Shared*Vision*
of*Success*
III.*Resource*
Alloca'on*
RISK:*Gridlock;*
Blindsided*
Steps!in!the!process!
Phase"I:""Orien6ng"!
•  Working*Group,*Scale/Scope*
"!
"Phase"II:""Map"the"Terrain"!
•  Stakeholders,*Interests,*Instrument,*INTERNAL*EXPERT*MAP,*
Visualiza'on,*Analy'cs,*Feedback,*PUBLIC*IMPACT*MAP*
Phase"III:""Facilitated"Dialogue"and"Ac6on"!
•  Vision,*Charter,*Guidelines,*Barriers,*Itera'on,*Improvement!
13!
Stakeholder!alignment!
Every"Interest""has"a"vector"of"stakeholders"
******I1***I2***I3***I4***I5***I6***I7***I8***I9***I10**I11**I12**I13**I14**I15**I16**I17**I18**I19**I20**I21**I22**I23**I24**I25**I26**I27**I28**I29**I30**I40**I41**I42**I43**I44**I45***
S1*
S2*
S3*
S4*
S5*
S6*
S7*
S8*
S9*
S10*
S11*
S12*
*
Every"stakeholder"has"a"vector"of"interests"
14!
Example,!growing!a!z>flowerTM!!
Range:![0,1],!>1!(no!vote,!not!applicable)!
Community*Green*Energy*
Stakeholders*
A. 
B. 
C. 
D. 
E. 
F. 
G. 
H. 
I. 
J. 
K. 
L. 
M. 
N. 
O. 
P. 
Note:%%Green%circles%were%interviewed;%blue%were%not.%%Size%of%circle%indicates%the%
degree%to%which%respondents%indicated%that%they%were%dependent%on%this%stakeholder.%
Q. 
R. 
S. 
T. 
U. 
V. 
W. 
City*Officials*(Urbana,*Champaign)*
Other*Municipali'es*(Rantoul,*Savoy,*
etc.)*
County*Officials*(Champaign,*etc.)*
Regional*Planning*Commission*(RPC)**
State,*including*Department*of*
Commerce*and*Economic*Opportunity*
(DCEO)**
Relevant*Federal*Government*Officials*
University*of*Illinois,*UrbanaSChampaign*
Parkland*College*
Local*Public*Schools*(Urbana,*
Champaign)*
Local*Labor*Appren'ceship*Programs*
Ameren*
Illinois*American*Water*
Champaign*Urbana*Mass*Transit*District*
Willard*Airport*
Large*Energy*Related*Businesses*(GE,*
etc.)*
Small*Energy*Related*Businesses*
(Decision*Energy,*etc.)
**
Local*Manufacturing*(Krai,*etc.)*
Local*Health*Care*(Carle,*Provena,*etc.)*
Local*Media*(print,*TV,*radio,*onSline*
Social*Media*(Linked*In,*Twijer,*etc.)**
Labor*Unions*
**
Local*NonSProfits*and*NonSGovt.*Orgs.*
Other*
Current*state:***
Community*green*energy*
1****2****3****4****5****6****7****8****9****10***11****2***13***14***15***16*
!
! 
! 
! 
! 
! 
! 
Current*solar*energy*
(mean*=*8.7)*is*neutral,*
posi've,*and*then*
nega've*
Current*wind*energy*
(mean*=*9.6)*is*posi've*
and*mixed*
Current*geothermal*
energy*(mean*=*11.8)*is*
posi've*or*neutral**
Current*biomass*energy*
(mean*=*9.3)*is*neutral,*
posi've*and*then*nega've**
Current*energy*
conserva'on*(mean*=*
11.9)*is*primarily*posi've*
or*neutral**
Current*smart*grid*(mean*
=*10.2)*is*primarily*
posi've*or*neutral*with*
some*nega've*outliners**
17!
Future*state:***
Community*green*energy*
1****2****3****4****5****6****7****8****9****10***11****2***13***14***15***16*
!
! 
! 
! 
! 
! 
! 
Future*solar*energy*(mean*=*
12.8)*is*en'rely*posi've*or*
neutral*
Future*wind*energy*(mean*=*
12.7)*is*posi've*with*a*few*
nega've*outliners*
Future*geothermal*energy*
(mean*=*13.7)*is*posi've*
with*a*few*neutral*or*
nega've*outliers*
Future*biomass*energy*
(mean*=*12.2)*is*primarily*
posi've*with*a*number*of*
neutral*or*nega've*outliners**
Future*energy*conserva'on*
(mean*=*14.8)*is*almost*
en'rely*and*strongly*
posi've**
Future*smart*grid*(mean*=*
14.1)*is*almost*en'rely*and*
strongly*posi've*
18!
Community*green*energy*
learning*and*research*
1****2****3****4****5****6****7****8****9****10***11****2***13***14***15***16*
!
Learning*more*about*
distributed*energy*
systems*(mean*=*14.6)*
is*en'rely*posi've**
Learning*how*to*
implement*a*smart*
grid**(mean*=*14.8)*is*
en'rely*posi've*
Increased*energyS
related*research*
opportuni'es*(mean*=*
14.8)*is*en'rely*
posi've*
Pioneering*energy*
ideas*here*that*can*be*
applied*elsewhere*
(mean*=*14.9)*is*
en'rely*posi've*
• 
• 
• 
• 
19!
Community*green*energy*
stakeholder*rela'ons*
1****2****3****4****5****6****7****8****9****10***11****2***13***14***15***16*
!
• 
• 
• 
• 
• 
• 
The*current*level*of*trust*
among*stakeholders*(mean*=*
7.2)*is*neutral*and*mixed*
The*current*level*of*
transparency*with*
informa'on*among*
stakeholders*(mean*=*6.8)*is*
neutral*and*mixed*
The*current*level*of*
inclusivity*among*
stakeholders*(mean*=*7.1)*is*
neutral*and*mixed*
The*current*degree*to*which*
there*is*a*shared*vision*on*
green*energy*(mean*=*5.9)*is*
nega've*and*mixed*
The*current*level*of*
bureaucracy*associated*with*
green*energy*(mean*=*5.6)*is*
nega've*and*mixed**
The*current*ways*in*which*
stakeholder*conflicts*are*
resolved*(mean*=*6.1)*is*
nega've*and*mixed* 20!
Green*energy*analy'cs*
*
Items
Solar*energy*in*this*region*
Biomass*energy*in*this*region*
Wind*energy*in*this*region*
Smart*grid*in*this*region*Items*
Geothermal*energy*in*this*region*
Energy*conserva'on*in*this*region*
Communica'on*among*energySrelated*stakeholders*
in*the*region*
Degree*to*which*others*consult*before*taking*ac'ons*
on*energy*majers*in*the*region*
Degree*to*which*all*stakeholders*in*the*region*are*
aligned*on**a*shared*vision*with*respect*to*green*
energy*in*the*region*
Degree*to*which*my*own*organiza'on*can*act*
independently*on*energy*majers**
Current*
Mean*
(S.D.)
Future*
Mean*
(S.D.)
6.7!(3.94)!
13.3!(2.68)!
5.2!(4.03)!
12.9!(3.26)!
9.2!(4.61)!
11.7!(3.96)!
8.7!(4.00) 12.8!(2.84)
9.3!(4.27) 12.2!(3.47)
9.6!(4.90) 12.7!(4.22)
10.2!(4.56)
Current* 14.1!(2.34)
Future*
11.8!(3.51)
13.7!(3.18)
Mean*
Mean*
11.9!(3.53)
14.8!(2.01)
(S.D.)*
(S.D.)*
7.5!(3.35)! 14.1!(1.75)!
Combined*gap*analysis*of**substance*
and*process*majers*
CommuS ConsultS
nica'ons* a'on*
0.53
0.63*
*
Shared* Solar*
Vision* Power*
0.67
0.82
Smart*
Grid*
1.02
GeoS
Biomass* ConserS Act**
Wind*
thermal* Power*
va'on* IndepenS Power*
Power* 1.18
1.21
dently*
1.34*
1.16*
1.26*
**
*
*
*
Note:""Substance"and"process"maIers"arrayed"based"on"the"“Coefficient"of"
Varia6on”"(mean/standard"devia6on)"to"iden6fy"issues"on"which"there"is"
both"a"large"gap"and"liIle"varia6on"(towards"the"leP)"versus"issues"with"less"
of"a"gap"or"more"varia6on"(towards"the"right)."""
Digital!Inclusion!for!Economic!Development:!!
Dodge!City!Kansas!
Specify!Stakeholders!(n=111)!
Stakeholder"Roles"
Primary"
Local*City,*County,*and*Tribal*Govt*
4.5%*
(general)*
Elected*City*Official*
0.9%*
Public*Agencies*(general)*
4.5%*
Library*Staff/Leadership*
6.3%*
KS12*School*Educator/
5.4%*
Administrator*
Higher*Ed,*Community*College*
11.7%*
Educator/Administrator*
Higher*Educa'on,*University*
2.7%*
Educator/Administrator*
Adult*Educa'on*Training*and*Devt.* 1.8%*
Program*Educator/Administrator*
Economic*Development*Agency*
2.7%*
Staff/Leadership*
Community*Center*Staff/
0.9%*
Leadership*
Public*Housing*Agency*Staff/
1.8%*
Leadership*
Regulatory*Govt*Agency*Staff/
1.8%*
Leadership*
Other*Public*Agency*Staff/
2.6%*
Leadership*
NotSforSprofit*CommunitySBased*
9.9%*
Organiza'on*(general)*
NotSforSprofit*Religious*Leader*
0.9%*
Secondary"
0.9%*
0.9%*
2.7%*
2.7%*
4.5%*
4.6%*
0.9%*
0.9%*
0.9%*
1.8%*
0.9%*
SS*
SS*
3.6%*
0.9%*
Stakeholder"Roles"(cont.)"
Primary" Secondary"
NotSforSprofit*Serving*Low*Income*
SS*
0.9%*
and*Homeless*
NotSforSprofit*Serving*People*with*
0.9%*
SS*
Disabili'es*
NotSforSprofit*Service*Ethnic*
0.9%*
SS*
Communi'es/Cultures*
NotSforSprofit*Labor*Organiza'on*
SS*
0.9%*
Staff/Leadership*
Other*NotSforSprofit*
3.6%*
0.9%*
Business*(general)*
1.8%*
2.7%*
Broadband*Service*Provider*
1.8%*
SS*
Technology*Associa'on*Staff/
SS*
0.9%*
Leadership*
Chambers*of*Commerce*and*Other*
3.6%*
SS*
Business*Groups*
Other*Business*Organiza'on*Staff/
4.5%*
0.9%*
Leadership*
Local*Media*(TV,*Radio,*
1.8%*
0.9%*
Newspaper)*
Public*Energy*U'lity*
1.8%*
0.9%*
Health*Care*Provider*
0.9%*
0.9%*
Community*Residents*(general)*
2.7%*
10.8%*
Resident*in*Neighborhood*with*
11.7%*
0.9%*
High*Speed*
Resident*in*Neighborhood*not*
1.8%*
SS*
Served*by*High*Speed*
Importance/Adequacy""
Current"Applica6ons"and"Services"–"mean"(s.d.)"
(“0”)"Inadequate"!**!**!**!**!**!**!**!**!**!**Extensive""(“9”)!!
• 
• 
• 
• 
• 
How"important"is"it"that"community"organiza6ons" • 
work"together"to"coordinate"informa6on"
technology"access"and"use"services"to"lowXincome"
households,"the"disabled"and"seniors? "7.59"(1.8)!
How"important"is"it"to"make"workforce"training"
and"development"informa6on"available"over"the" • 
internet"in"our"community? "
%7.70%(1.6)!
How"important"is"it"to"enable"medical"
professionals"to"share"medical"records"(securely)" • 
with"each"other"and"pa6ents"over"the"internet"in"
our"community? "
"
"7.98"(1.6)!
How"important"is"it"to"enable"community"
• 
members"to"get"access"to"medical"or"health"care"
informa6on"over"the"internet?
%7.77%(1.6)!
How"important"is"it"to"enable"community"
members"to"get"access"to"government"and"public" • 
agency"services"or"informa6on"over"the""""
internet?
!
!
!7.82!(1.6)!
How"adequate"are"the"current"levels"of"
coordina6on"among"community"organiza6ons"
providing"informa6on"technology"access"and"
use"services"to"lowXincome"households,"the"
disabled"and"seniors??
"""4.34"(2.3)%!
How"adequate"are"the"current"levels"of"
workforce"training"informa6on"available"
online"in"our"community? """4.89"(2.4)!
How"adequate"are"the"current"levels"of"secure"
sharing"of"medical"records"over"the"internet"in"
our"community? !
!5.40"(3.0)!
%How"adequate"are"the"current"levels"of"access"
for"community"members"to"medical"or"health"
care"informa6on"over"the""internet? !
"
"
"5.31"(2.6)!
How"adequate"are"the"current"levels"of"
community"members"access"to"government"
and"public"agency"services"or"informa6on"over"
the"internet?
!
!5.84"(2.1)!
Importance/Adequacy!Current!!
Applica6ons!and!Services!
Importance*
9.0*
Adequacy*
8.0*
7.0*
6.0*
5.0*
4.0*
3.0*
2.0*
1.0*
0.0*
Coordina'on*
among*
community*
organiza'ons*
Workforce*
training*
Sharing*medical* Public*access*to*
records*
medical*
informa'on*
Access*to*
government*
services*
Importance/Adequacy:"""
Coordina6on"Among"Community"Organiza6ons"
Importance/
Adequacy:""
Medical"
Records"and"
Informa6on"
Importance/
Adequacy:""
Access"to"
Government"
Services"
Poten6al!Elements!of!a!Shared!Vision!for!
Success!–!From!April!2013!Sessions!
•  Local*Business*Strengthened***
•  Increased*Community*
Involvement*
•  Improved*Reputa'on*of*Dodge*
City*
•  Increased*Educa'on*of*
Community*Members*
•  Increased*Cultural*
Understanding*
•  Strengthened**KS12*Educa'on*
•  Increased**Parental*Engagement*
•  Increased*Public*Safety*
•  Improved*Personal*Finance*
•  More*Empowered*Disabled*
Community*Members*
•  Increased*Access*to*Local*
Resources*
•  Impact*on*Health*of*Community*
Members*
•  Affordable*Internet*Service*for*all*
Community*Members**
•  More*Supported*and*Independent**
Elderly*Community*Members*
•  increased*Technical*Support*
•  Increased*Employment*
•  More*Technology*Savvy*
Community*Members*
•  Improved*Internet*Service*
Selected!Challenges!in!Achieving!Full!
Community!Access!and!Use!of!Informa6on!
Technologies–!From!April!2013!Sessions!
•  Barriers*–*Cost*
–  Affordability*for*many*
families*
–  Funding*for*public*
access*
•  Barriers*–*Relevance*
–  Informa'on*is*not*
current*
•  Barriers*–*Digital*Skills*
–  Genera'on*gap*
•  Barriers*–*Cultural*
–  Children*of*refugees*
educa'ng*parents*
•  Barriers*–*Access*
–  School*ISpad*program*
only*works*at*school,*
not*at*home*
•  Barriers*–*Online*Content*
–  Job*search*onSline*
doesn’t*work*through*a*
phone*
Return!to!steps!in!the!
process!
Phase"I:""Orien6ng"!
•  Working*Group,*Scale/Scope*
"!
"Phase"II:""Map"the"Terrain"!
•  Stakeholders,*Interests,*Instrument,*INTERNAL*EXPERT*MAP,*
Visualiza'on,*Analy'cs,*Feedback,*PUBLIC*IMPACT*MAP*
Phase"III:""Facilitated"Dialogue"and"Ac6on"!
•  Vision,*Charter,*Guidelines,*Barriers,*Itera'on,*Improvement!
33!