IDEAS TO ACTION FIELD GUIDE

HOW TO USE THIS GUIDE

This field guide presents seven pathways designed to help teams on their journeys of learning and transformation.

Each pathway is goal-oriented, packed with tools to help you and your team. To dive in, select the pathway that matches your goal and choose a concept. You can also use the search bar or reach out to us at research@upwithcommunity.org.

Addressing Root Causes

Purpose and Action

How the World Works

Improving Team Health

Testing Ideas

Preparing for Change

UWC Resources

Overview

A problem is a sign of what is blocking our impact or progress—it is the symptom. An issue is the underlying cause of one or more problems that we can directly address. We must take time to fully understand our problems and issues, and the root causes of both in order to choose the most strategic focus for our learning.

Overview

Teams often begin change projects before they have clarified language, aligned their intent, and determined how a change project will connect to their larger strategic goals. Spending more time clarifying frameworks, developing personal and professional commitment to change, as well as better understanding the outcomes of the project will set a stronger foundation for success.

Overview

Major strategic initiatives need the solid foundation of a healthy organization to flourish. This includes effective internal communications, focused decision-making, useful performance evaluation, life-giving management, and conflict resolution.

Overview

Breaking the status quo and opening up new possibilities for equity and freedom in our work requires innovative experiments. Teams must ensure that all members have the ability to act on the vision and goals they are co-creating.

Overview

Our minds cannot move toward racial justice, equity or transformation if our bodies are not prepared for change. This pathway offers those preparations that we have found most beneficial to adult learning.

Building stronger tests

Article

Creating Breakout Innovation

Here you can get promising practices, derived from successful case studies into how we deliver bold innovation and powerful solutions.

Stanford Social Innovation Review
Article

The Strategic Plan is Dead. Long Live Strategy.

Discover the skills and mindset needed for the modern strategic plan.

Stanford Social Innovation Review
Tools & Resources

MeisterTask

MeisterTask is a flexible project management tool designed to adapt to your workflow and make sure everyone is always on the same page.

MeisterTask
Template

Learning Card

Use this template in conjunction with the Test Card to capture insight from your experiments and turn them into actionable learning steps.

Strategyzer
Template

Test Card

Use this template to allow for better customer validation of your experiments and tests. It works with the Learning Card, also from Strategyzer.

Strategyzer
Template

The Progress Board

Effectively manage the whole testing process by monitoring your progress and tracking all your hypotheses, Test Cards, and Learning Cards.

Strategyzer
Article

When Innovation Goes Wrong

Learn about the challenges organizations face when attempting to turn innovation into impact.

Stanford Social Innovation Review

ABOUT UWC

Giving thanks: We share these resources in gratitude to all of our teachers and with appreciation for the value they have brought us. The field guide is a living resource that we are consistently adding to. We receive no payment or kickbacks for sharing. Access and use of these resources should be done at one’s own discretion. If you see a resource you like, we encourage you to reach out to the author.

Have a resource to add? We are always looking to expand the resources we can share. If you have a tool/resource/link you would like to share with UWC and its partners, please email us: research@upwithcommunity.org.

Ready to learn?

If it’s time to transform your team so they can transform the world, let’s connect.

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