Learning to SOAR: Creating Strategies & Strategic Plans That Invite Innovation and Engagement

DEVELOP STRATEGY & ENGAGEMENT USING SOAR FRAMEWORK

The Learning to SOAR workshop provides participants with a foundational understanding of the powerful SOAR framework—Strengths, Opportunities, Aspirations, and Results—designed to enhance strategic thinking, strategizing, planning, and leading. Attendees will learn to recognize and harness their organization’s internal strengths, identify external opportunities, clarify their aspirations, and define specific results they aspire to achieve.

Through interactive discussions and practical examples, this workshop equips participants with the tools and mindset to adopt a proactive, appreciative, and positive approach to strategy development, fostering innovation, and driving sustainable growth within their organizations. Whether applied to business, personal development, or team dynamics, this workshop serves as a gateway to unleashing the full potential of the SOAR framework.

Utilize SOAR’s positive framework to enhance your ability to strategize, lead, and plan effectively.

SOAR Framework stands for: Strengths - what are we best at? Opportunities: what are the possibilities? Aspirations: what are our dreams and wishes? and Results: what are meaningful and measurable results?

LEARNING TO SOAR WORKSHOP DESCRIPTION:

SOAR, a positive approach to strategic thinking, planning, leading, conversations, and operating allows anyone at any level in an organization to create strategy and strategic plans.

The operating system of SOAR is Appreciative Inquiry, which is one of the most effective and widely used approaches for strategic change. You will learn how to engage your teams in strategic conversations using SOAR to:

  • Increase engagement, productivity, commitment, and effectiveness at multiple levels in your organization.
  • Develop strategies by providing a flexible approach that emphasizes strengths and opportunities, aligning them with aspirations and results.
  • Create strategic plans with values, vision, mission, purpose, and goals.
  • Promote positive and forward-thinking, appreciative mindset.
  • Develop your personal strategic leadership development strategy plan.

SOAR is a valuable framework and approach for organizations looking to take a proactive and positive approach to strategic development, focusing on leveraging their existing strengths and external opportunities to achieve their aspirations and desired results.

SOAR is a whole systems approach to strategic planning and invited inclusiveness and psychological safe space for us to learn. Jackie shared how her human operating system is Appreciative Inquiry (AI). I was able to galvanize leadership, engage all, and strengthen collaboration.
– Goren B. Dillard, MSOD, CASE, Urban League

LEARNING TO SOAR WORKSHOP CONTENT:

Learning to SOAR: Creating Strategies & Strategic Plans that Invite Innovation and Engagement consists of five (5) modules that will provide key insights, learnings, and tools that you can apply in your strategic leadership. Click the title of each module below to display its purpose and learning objectives.

PURPOSE:

Introduce the value of cultivating strategic thinking skills from an appreciative mindset.

LEARNING OBJECTIVES:

  • Understand the importance of strategic thinking as cognitive process and mindset.
  • Learn language of strategy and strategic planning.
  • Share the history of positive organization science/scholarship (POS).
  • Introduce Appreciative Inquiry (AI) as the operating system of SOAR.

PURPOSE:

Introduce SOAR framework and approach, its purpose, and how it can be applied in different contexts from strategy to strategic planning and leadership development.

LEARNING OBJECTIVES:

  • Learn the essence and flexibility of SOAR.
  • Understand the efficacy of the SOAR elements.
  • Show how SOAR builds upon SWOT.
  • Case 1: Strategic Conversation: Revitalization Strategy.
  • Introduce 3 Key Strategic Factors of SOAR.

PURPOSE:

Learn how to apply SOAR at various levels in an organization.

LEARNING OBJECTIVES:

  • Learn how to apply SOAR in:
    • every day strategic conversations.
    • coaching and mentoring others.
    • creating strategies (Quick SOAR)
  • Case 2: SOAR: Creating a Strategy at Division Level.
  • Case 3: SOAR: Strategic Coaching Approach to High-Performing Culture.

PURPOSE:

Learn how to use SOAR for system-wide strategic planning or change with the Appreciative Inquiry (AI) 5-D/5-I Cycle.

LEARNING OBJECTIVES:

  • Learn how to involve stakeholder representation on your strategic planning team.
  • Share the evolution of SOAR with the AI 5-D/5-I Cycle.
  • Case 4: Creating a Whole System Strategic Plan.

PURPOSE:

Learn how to use SOAR at the level of self to develop effective leadership skills for your strategic leadership development plan.

LEARNING OBJECTIVES:

  • Learn how to identify your values, vision, and mission with purpose.
  • Identify your current strengths as a leader and what weakness you might wish to explore to turn it into an opportunity to cultivate a strength.
  • Explore opportunities for leadership growth and development.
  • Determine your leadership aspirations: what type of leader are you and want to further develop into?
  • How to establish specific, measurable results you want to achieve in your leadership development.
  • Formulate your leadership strategies, plans, and future learning resources.

ADDITIONAL WORKSHOP INFORMATION:

REQUIRED BOOK

The SOAR workshops utilize the book, Learning to SOAR: Creating Strategy that Inspires Innovation and Engagement by Jacqueline Stavros and Gina Hinrichs. This book is available in electronic or paperback versions. Please select the version that is in alignment with your learning style and preference.

Book cover for: Learning to SOAR: Creating Strategy that Inspires Innovation and Engagement by Jacqueline Stavros and Gina Hinrichs.

METHOD OF DELIVERY:

This Learning to SOAR workshop can be delivered virtually or in-person.

LETTER OF COMPLETION

To obtain a letter of completion each participant must actively participate and complete the workshop. Letters of completion include your name, date of your training, and number of classroom hours earned and will be presented to participants after the training.

WORKSHOP OFFERED IN PARTNERSHIP WITH:

SOAR Logo consists of the acronym SOAR with the words Strengths, Opportunities, Aspirations, and Results written underneath.

WANT TO TRAIN A TEAM OR GROUP?

This workshop can be delivered for groups and organizations who wish to train a large number of individuals on the SOAR framework to support their strategic and planning efforts. Please complete the CONTACT US form to receive more information about hosting a private course for your group.

Find A Course Or Event

Get Certified

Find An AI Professional