The document summarizes an advanced strategic planning course covering four phases: defining a plan, assessing options, making choices, and implementing/measuring. It discusses defining geographic scope, stakeholders, budgets, and communications plans in phase 1. Phase 2 focuses on using quantitative data and tools to analyze economic indicators, clusters, and regional assets. Phase 3 discusses criteria for evaluating options and a portfolio approach. Phase 4 is about implementation, measurement, and updating strategies.

2. http://edi-strategy.net/join Invitation Code: edi Slides and other materials are available here:

4. Start at the beginning: Economic development in a nutshell Overview

5. Why telling stories makes a difference... This is how you set your directions with strategy Overview

6. Prosperous stories create a “buzz” Overview

7. Negative stories become self-fulfilling Overview

9. Plan for the Plan Define Options Research: Quantitative Analysis Strategy: Make Choices (usually includes public comments) Execute: Implement, Measure, Revise Phase 1 Phase 2 Phase 3 Phase 4 A Traditional Strategic Planning Process

11. New approaches to defining a core team Phase 1: Defining a Plan for the Plan Traditional View Emerging View Centralized Distributed, Shared Single Leader Many Leaders Command and control Link and leverage Lead from the front Lead from the front or rear

12. Emerging roles of leadership in a core team Phase 1: Defining a Plan for the Plan Network Leader Role Responsibilities Conveynor Creates neutral space Connector Links people and assets Civic entrepreneur Sees new opportunity Guide, Mentor Maps a complex process Strategist Reveals larger patterns

14. Exercise: What’s the Bluegrass? Phase 1: Defining a Plan for the Plan

15. Phase 1: Defining a Plan for the Plan

17. Inspiration.com Mapping stakeholders Phase 1: Defining a Plan for the Plan

19. Mapping a process: Simple Phase 1: Defining a Plan for the Plan

20. Mapping a process: More complex Phase 1: Defining a Plan for the Plan

21. Mapping a process: About Right Plan for the Plan Define Options Research: Quantitative Analysis Strategy: Make Choices (usually includes public comments) Execute: Implement, Measure, Revise Phase 1 Phase 2 Phase 3 Phase 4 Phase 1: Defining a Plan for the Plan

25. Study what others are doing Phase 2: Quantitative Analysis

26. Santa Fe Phase 2: Quantitative Analysis

27. London, UK Telling a Story

29. Drawing a clear picture Tactic 1: Use benchmark communities to measure progress Phase 2: Quantitative Analysis

30. Drawing a clear picture Tactic 2: Use growth rates in wage and salaried employment Phase 2: Quantitative Analysis

31. Drawing a clear picture Tactic 3: Use index to compare employment growth Phase 2: Quantitative Analysis

32. Navy base closes Charleston forms a regional alliance Phase 2: Quantitative Analysis

33. The story of Oklahoma City in 1 slide Phase 2: Quantitative Analysis

35. Phase 2: Quantitative Analysis

42. Calculating a Location Quotient Phase 2: Quantitative Analysis

45. Shift Share: Breaks down growth into three components Source: Georgia Tech Tip: Georgia Tech Course on Economic Development Analysis: http://cherry.iac.gatech.edu/6602/xschedule.htm Phase 2: Quantitative Analysis

46. Shift Share: Breaks down growth into three components Source: Georgia Tech Tip: Georgia Tech Course on Economic Development Analysis: http://cherry.iac.gatech.edu/6602/xschedule.htm Phase 2: Quantitative Analysis

47. Shift Share: Breaks down growth into components Source: Georgia Tech Tip: Georgia Tech Course on Economic Development Analysis: http://cherry.iac.gatech.edu/6602/xschedule.htm Phase 2: Quantitative Analysis

48. SWOT: An Organizing Framework Source: Angelou Economics Phase 2: Quantitative Analysis

49. Phase 2: Quantitative Analysis

50. Phase 2: Quantitative Analysis

51. Converting analog to digital Neil Reid, Ph.D., and Michael C. Carroll, Ph.D., "Structuring a Successful Greenhouse Cluster in Northwest Ohio", The IEDC Economic Development Journal, Fall, 2006 Phase 2: Quantitative Analysis

52. Social network analysis helps you understand connections Tip: The Tipping Point Phase 2: Quantitative Analysis

53. Which region is stronger? Phase 2: Quantitative Analysis

54. Tip: Council on Competitiveness Guidebook available on http://edi-strategy.net Phase 2: Quantitative Analysis

55. Phase 2: Quantitative Analysis

56. Start at: http://www.econdata.net Finding Data: Start here.... Phase 2: Quantitative Analysis

57. Finding Data: And here.... http://quickfacts.census.gov/qfd Courtesy: Ed Morrison & Tim Chase Phase 2: Quantitative Analysis

58. Cluster Maps from Institute for Strategy and Competitiveness http://www.isc.hbs.edu / Phase 2: Quantitative Analysis

59. Purdue Center for Regional Development, Indiana Business Research Center and Strategic Development Group Inc. published a new set of tools this month.This is a great resource for anyone trying to define a regional cluster. http://www.statsamerica.org/innovation/ Regional Clusters and Innovation Phase 2: Quantitative Analysis

60. http://youreconomy.org Phase 2: Quantitative Analysis

63. What’s the message? Phase 2: Quantitative Analysis: Drawing Charts

64. What’s the message? Phase 2: Quantitative Analysis: Drawing Charts

65. What’s the message? Phase 2: Quantitative Analysis: Drawing Charts

66. What’s the message? Phase 2: Quantitative Analysis: Drawing Charts

67. What’s the message? Phase 2: Quantitative Analysis: Drawing Charts

69. A process view of strategy Phase 3: Making Choices

70. Phase 3: Making Choices: A Portfolio View

73. Phase 4: Implementing, Measuring Updating

76. Appendix

79. Fifteen Occupation Clusters The study will focus mainly on the 15 “knowledge-based” clusters:

81. Sample Cluster Maps for EGR 11

82. Sample Cluster Maps for EGR 11

83. EGR 11 Occupation Cluster Chart

84. EGR11 Leading Clusters

85. Skilled Production Cluster - Detail

86. Engineering and Related Sciences Cluster - Detail

87. The O*NET® Content Model Detailed Outline The Content Model is the conceptual foundation of O*NET. The Content Model provides a framework that identifies the most important types of information about work and integrates them into a theoretically and empirically sound system.

88. Health Care Occupation Cluster - Detail

89. Health Care Occupation Cluster - Detail

90. Health Care Occupation Cluster - Detail