Stage Two

Stage Two – Strategy, Plan

Stage Two focuses on planning. The collaborating participants work through a process to develop a longer term plan (for example, three to five years in duration). This plan includes identifying key directions, priorities and anticipated outcomes as well as defining the operational elements (structures, processes, management systems and budgets) that will be put in place to allow the plan to be implemented.

Additionally, Step Two often includes the initiation of early human-centred design efforts including gaining a deeper understanding of context, issues and opportunities; spending time gaining deeper understandings of students and stakeholders, typically through a variety of techniques such as in-depth interviews, observation and data gathering.

Tasks of this stage:

    • Plan for operationalizing the concept
    • Getting resources in place – funding, time, expertise. This might involve MOUs or other instruments to help collaborators know what they are committing to
    • Update the Terrain maps started in the Preparation stage, with additional detail learned in this stage
    • Practicing group decision making processes where relevant.

Stage Two ends with a Learning session, that assesses the group’s process, trust and group cohesion as well as any Assessment of Progress and Outcomes/Value to provide information to all organizations for their Go/NoGo decision to continue participating. The early Terrain maps can be updated with additional details learned along the process. Adaptations can be made to the group’s process or within collaborating members’ operations to improve the next stage, or to improve future collaborations. The funder may also have a Go/NoGo decision depending on the agreements made.