Project:

Develop WRA’s 3-Year Technology Innovation Plan

Industry:

Professional Association

Type:

Strategic Management Consulting

Solution Approach:

Strategy Development Alignment Cycle

Services:

Stakeholder Alignment Cycle, Alignment Optimization Technology (AOT) Platform, Strategic Technology Alignment Review (STAR), IT Strategy, Executive Advising

When you get that combination of expertise, desire and a real hunger to learn the business before they start to tell you what the solutions are, I think is one of the greatest assets in this process for me.

Mike Theo, President & CEO

THE STORY

The Wisconsin REALTORS® Association (WRA) is one of the largest trade associations in the state of Wisconsin, representing and providing services for over 15,000 members statewide. The WRA is made up of practicing real estate sales agents, brokers, appraisers, inspectors, bankers and other professionals who touch real estate. The WRA's goal is to help REALTORS® enjoy successful careers and stay competitive in their local markets by offering hundreds of products and services, including access to a legal staff, pre-license and continuing education, publications, group benefits, home sales reports and statistical information, public policy representation and more.

The WRA worked with SVA Consulting to strategize on future technology investments and implementation methods that would produce value for stakeholders. SVA Consulting knew this topic required input from more than just the management team to ensure success and minimize internal resistance to change. Using traditional consulting meetings and workshops was not practical nor would it elicit true opinions from the group of people critical to success. Instead, SVA Consulting used an innovative method called an Alignment Cycle* powered by cutting-edge research and technology.

Alignment Cycles allow large and smaller groups of stakeholders to confidentially share a full range of opinions on a topic using patented Alignment Optimization software. Through a scientific process, these opinions are turned into data points raising insight into the most critical conversations that need to take place.  The entire process takes less than 2 hours of a participant’s time.

Within a relatively short period of time, SVA and the WRA were able to resolve misalignment around assumptions and goals for the technology plan while mitigating perceived constraints. The deliverables for the Alignment Cycle included documents outlining agreed-to assumptions, a case for action, aligned goals with supporting objectives, and a roadmap of agreed-upon actions time-phased into workstreams.

At the end of the Stakeholder Alignment process, WRA prepared its entire leadership team to move in the same direction with roles clearly defined , data points needed, risks mitigated, new practical management processes in place and a set of plans to execute.

*Powered by SchellingPoint

THE RESULTS

  • Linked business and IT priorities
  • Prepared the business for market threats
  • Reduced IT risk
  • Obtained critical input from over 20 stakeholders with less than 2 hours of investment each to shape the plan
  • Endorsed a valuable and viable plan of action in ¼ of the time needed for conventional methods
  • Increased employee engagement with minimal meeting time
  • Alignment around opinions that drive people’s actions and inaction:
    • The goals, objectives and indicators of success
    • Concerns about negative side effects and possible unintended consequences
    • Perceived barriers to success
    • Assumptions about the current state and case for action
  • Involvement of a complete set of stakeholders required for successful outcomes
  • Launched a business transformation program to act on the plan

Learn more about SVA Consulting technology services