This is a modified version of a discovery and mapping session.

Time required: 2-hours, 4-hours if you plan to map workflow

Tools needed: whiteboard or large post-its

Getting started

  • Begin with the Future State checklist so as to not get bogged down in your “where we are today” conversation.
  • Bear in mind that this exercise works best when you remove perceived limitations and allow yourself and team to think openly and imagine a different future.
  • Run through each set of questions for future state
  • Run through each set of questions for current state
  • Build your “bridge” from current to future to identify gaps (things you do not currently have in your resources) and needs (people, skills, etc) and identify barriers to successful outcomes
  • If you do the long version, you will process map out each workflow to identify barriers and changes needed

Future State

  • Where do we want to go?
  • Who do we want to be?
  • What do we want our voice to say?
  • What do we want to be known for?
  • How do we want to operate?
  • Why will we do it this way?

Current State

  • Where are we today?
  • Who are we today?
  • What is our voice saying?
  • What are we known for?
  • How are we doing things?
  • Why are we doing those things?


Build the bridge and find your gaps

After you have answered your questions and mapped out what it all looks like, you will then look for the gaps between current and future state.  This allows for you to “bridge” the gaps and create an actionable roadmap and plan for execution.

How will this change or impact our ___________?

  • Ecosystem (internal and external stakeholders, all actors internally, vendors, partners)
  • Culture (your mission, values, way of being, your community style)
  • Structure (the way you do work, your organizational structure, governance, how things are configured, policies)
  • Leadership and management (leadership styles, management structure, competencies and responsibilities of leaders/managers)
  • Workflows (organizational processes and trusted practices for completing work)
  • People (teams, departments, competencies)

Check Yourself

  • Are we creating the capacity for adaptability?
  • Are we being transparent with our need? Are we sharing information in a timely way? Are materials available for others to review?
  • Are we being collaborative in our approach?
  • Have we included all points of view and heard all voices?
  • Is our approach, and ultimately our decisions, considering the impact on our community as a whole?

For license and use information:

© 2018, Jen Kelchner + LDR21 LLC – CC by SA 4.0 International

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