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Step 1: Identity - Context, Environment and Futures
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Step 1: Identity - Context, Environment and Futures

🪧 Why This Matters

You can’t make good choices if you’re working off last year’s assumptions.

Before you reset direction, make sure you’re clear on:

  • What’s already changed or in motion
  • What you’re currently aiming for
  • What might be coming next
  • Where pressure is building

This step has two parts:

1️⃣ A short Context Brief (pre-work)

2️⃣ A focused reset conversation about what is and might be shifting

Strategy weakens when we react only to the past

or speculate without grounding.

This step looks backward and forward.

It helps you separate:

  • Shifts: changes already underway
  • Signals: early indicators of possible futures

Then it forces selection:

Out of everything you can see, what will actually shape your strategic choices?

Keep it simple. Keep it honest.

📥 Part 1: Context Brief

This sprint works best when people arrive prepared.

Complete this section as executive pre-work, Chair–CEO preparation, or individual reflection.

⚠️ If you’ve already done this work in:

  • ⚙️ Business Capability Sprint
  • 👥 Workforce & People Sprint
  • 🌅 A previous strategy sprint

You can copy and paste that summary below or link to it. No need to repeat yourself.

🧭 Organisational Overview

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✍️ Complete the organisational overview

Short summaries only. Bullet points are fine.

If this takes more than one page, you’ve gone too deep.

🌿 Cultural & Te Tiriti Context

Strategy does not sit outside relationship.

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✍️ Before interpreting shifts and signals, pause and reflect:

This lens should influence how you interpret what follows.

🌀 Part 2 - Shifts, Signals, Tensions and Futures

Once the brief is complete, move into interpreting the information.

🔄 What Has Shifted?

List key changes that are already underway.

  • Funding decisions made.
  • Regulatory direction confirmed.
  • Demand patterns altered.
  • Leadership transitions completed.
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✍️ List up to 6 shifts in the table

Be selective. Not everything matters equally.

📡 What Signals Are Emerging?

Signals are early indicators of possible change.

They are not yet confirmed, but they are visible.

Examples:

  • Policy tone shifting
  • Labour market tightening
  • Partner instability
  • Technology acceleration
  • Community sentiment changing
  • Look at more subtle emerging disruptions that may not be as ‘loud’ as current pressures
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✍️ List up to 6 signals in the table

Signals widen the field of view.

⚖️ Enduring Tensions

Not everything shaping your choices is a shift. Some pressures are ongoing and structural.

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✍️ Name up to three strategic tensions that are likely to persist regardless of the future scenario.

🌊 Three Disruptive Futures We Must Be Ready For

Describe three plausible near-term futures (12–36 months) of increasing intensity.

These are not predictions. They are disciplined stress tests.

🧭 Define the Futures

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✍️ Give each future a short label and 2–3 bullet points.

Write your own versions. Keep them grounded.

🔎 Stress Test Across Futures

Take a few of the following focus points that are most important for your organisation right now, and explore what they look like within the different futures. Consider the following focus areas:

  • Revenue
  • Workforce stability
  • Governance bandwidth
  • Trust
  • Regulatory burden
  • Partner reliability
  • Time assumptions
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✍️ Identify what weakens, intensifies and what assumptions the futures may impact
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💡Extra opportunity - Assumption Reversal: Don’t just identify "fragile" assumptions that might fail. Try a reversal.

🎯 What Patterns Show Up Across Futures

Looking across all three futures:

  • What consistently weakens?
  • What consistently intensifies?
  • Which assumptions look most fragile?
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✍️ Capture key patterns below:

⚠️ Where Are We Most Exposed Across Futures?

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✍️ Consolidate what you’ve seen.

Where might we be underestimating risk?

🎯 Priority Shifts, Signals, Tensions and Futures Exposure

Now narrow it down.

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✍️ Which 3–5 shifts, signal, tensions or future exposure will most influence your strategic choices over the next 12–24 months?

This is the bridge to Step 2.

🤖 AI Assist (Optional)

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Use AI to pressure-test your interpretation, not to replace it.

📌 Step 1 Summary

By the end of this step, you should have:

  • 3–5 priority shifts, signals and tensions
  • Clear exposure areas
  • Fragile assumptions identified

These form the terrain for Step 2.

🪜 Next step

🧱Step 2: Purpose - Intent, Anchors, Flex and Posture

🗺️

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