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(Strategy Retreat FAQ)
 
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==== How do Strategy Retreats fit into our regular planning cycle? ====
==== How do Strategy Retreats fit into our regular planning cycle? ====


We’ll host Strategy Retreats twice per year. The first retreat will take place in the spring, early enough in the year for us to examine where we may need extra focus and attention. The second retreat will happen in the fall, where we’ll focus on the next year’s planning cycle.  
We host Strategy Retreats twice per year. The first retreat will take place in the spring, early enough in the year for us to examine where we may need extra focus and attention. The second retreat will happen in the fall, where we’ll focus on the next year’s planning cycle.
 
Strategy Retreats take place as part of a larger sequence of strategic planning processes at MoFo. The outcomes of the retreat link to and flow into preparation for board meetings, All Hands, team-level planning, etc.  


==== How are the themes and attendees decided? ====
==== How are the themes and attendees decided? ====


The MoFo executive team will define the theme and outcomes, and select participants for each retreat.  
The MoFo executive team will define the theme and outcomes, and select participants for each retreat. Themes will be selected that can be advanced in a few days between the executives, MoFo staff and external parties.  
Attendees for each retreat will vary depending on the theme, to bring a diversity of insight and expertise from across the organization. They will include MoFo staff from across  the organization in varying roles and levels, along with external participants. Themes will be selected that can be advanced in a few days between the executives, MoFo staff and external parties.  
 
Attendees for each retreat will vary depending on the theme, to bring a diversity of insight and expertise from across the organization. They will include MoFo staff to represent a cross-section of the organization, varying tenures at MoFo, office and remote workers, and various professional backgrounds and areas of expertise. External participants may also be invited.  


==== Who is designing/facilitating the Strategy Retreats? ====
==== Who is designing/facilitating the Strategy Retreats? ====


Andi Abele and Stephanie Ryan from The Coaching Studio will design and facilitate the retreats. Andi has been working with the executive team for several years and has attended several All-Hands. The Coaching Studio will continue working to support the Executive Team and the organization as a whole through strategic planning.
Stephanie Ryan from The Coaching Studio will design and facilitate the retreats. She has been working with the executive team for several years and has attended several All-Hands. The Coaching Studio will continue working to support the Executive Team and the organization as a whole through strategic planning.


==== What is the expectation of participants after the retreat? ====
==== What is the expectation of participants after the retreat? ====


Participants in the strategy retreats are not cohorts. They are invited based on their expertise and opinions as it relates to the theme of the retreat. They may continue to consult or work on the outputs of the retreat after the fact, however that is usually determined on a case-by-case basis.
Participants in the strategy retreats are not cohorts. They are invited based on their expertise and opinions as it relates to the theme of the retreat. They may continue to consult or work on the outputs of the retreat after the fact, however that is usually determined on a case-by-case basis.
There are some expectations for work that participants will engage in both before and after the retreat.  
There are some expectations for work that participants will engage in both before and after the retreat.  
* Before
* Before
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* After
* After
** Share back the experience and takeaways with their teams, and also perhaps during a staff call
** Share back the experience and takeaways with their teams, and also perhaps during a staff call
** Participate in a 1:1 feedback discussion about the retreat  
** Participate in a 1:1 feedback discussion about the retreat


== Strategy Retreat Details ==
==== September 2019 ====
'''Theme:''' This retreat is an important kick-off of our annual planning process. Participants will help flesh out our AI theory of change with specific outcomes and activities to inform our work over the next three to five years. Ultimately, this will help us get more clear around our intended impact and how we’ll get there, and it will also help us narrow an important gap that currently lies between our theory of change and our OKRs. The outputs from this retreat will serve as guidance for more detailed 2020 planning with the entire org.


'''September 2019 Participants'''
The executive team, with input from directors, invites staff and partners that bring diverse thinking and expertise in relation to the theme. For the September retreat, this group represents all directors plus staff from MoFo and MoCo representing various teams, tenures and professional backgrounds who bring strategic planning expertise and important perspectives on healthy AI in consumer tech.
{| class="wikitable"
|-
| Angela Plohman || Executive Vice President
|-
| Anil Kanji  || Director, Digital Engagement
|-
| Ashley Boyd || VP, Advocacy & Engagement
|-
| Becca Ricks || Research Associate
|-
| Ethan Miller || Director, Operations
|-
| Jessie Keating || Development Officer
|-
| Jonathan Koren || Senior Staff Software Engineer - Machine Learning & Recommendations
|-
| Lainie DeCoursy || Senior Program Manager, Strategic Operations
|-
| Lotta Rao || Director, Communications
|-
| Mark Surman || Executive Director
|-
| Marshall Erwin || Senior Staff Analyst (MoCo)
|-
| Mathias Vermeulen || EU Partnerships Consultant
|-
| Mehan Jayasuriya || Program Manager
|-
| Melissa Huerta  || Senior Program Officer
|-
| Michael Aukland || Director, Human Resources
|-
| Nicolas Ponset || Aleron (Consultant)
|-
| Paul Zenke || Organizational Learning Specialist
|-
| Richart Whitt || Mozilla Fellow
|-
| Sam Burton || Director, Insights
|-
| Sarah Allen || Director, Events and Training
|-
| Susy Struble || Mozilla Open Innovation (MoCo)
|-
|}
==== April 2019 ====
'''Theme:''' The theme for the April 2019 Strategy Retreat is working like a movement. We’ll explore how we can build strength through massive collaboration and engagement with the movement for internet health. We’ll focus on how–across existing MoFo programs–we can get to the next level of growth and impact through our collaboration with, and promotion, of our movement partners. We’ll draw on ideas and inspiration about how to introduce and scale this approach within our work from each other and external sources.
'''Outputs:''' The aim of the retreat is to develop or refine strategic movement building plans for three initiatives already underway at Mozilla. These include:
* EU misinformation and related campaigns working with partners following the election (Theme/Revenue/Reach OKR)
* Collaboration with and among fellows on defining an AI agenda for the internet health movement (Theme/Reach OKR)
* Responsible CS Challenge - weaving winners, finalists and judges into the movement, accelerating ethics in CS/AI (Theme OKR)
* We’ll also brainstorm additional places where we can build on this thinking with cross-org support


== Previous strategy retreats ==
By the end of the retreat, teams working on the initiatives above will have a clear plan about how to use our programmatic tools/platforms/resources to expand collaboration and participation across the movement. All participants will have new skills that will allow them to ‘work like a movement’ as individuals, as teams and with our community. These skills will allow them to develop further collaborations beyond those designed at the retreat.


==== April 2017 ====  
'''April 2019 Participants'''
The executive team, in consultation with some directors, invites staff and partners that bring diverse thinking and expertise in relation to the theme. For the April retreat, this group represents staff across teams, roles, geographies, tenures and professional backgrounds--key stakeholders in the initiatives listed above, as well as core supports for public messaging/promotion/partnerships based on these efforts.
{| class="wikitable"
|-
| Abby Cabunoc Mayes  || Practice Lead, Working Open
|-
| Anil Kanji  || Director, Digital Engagement
|-
| Ashley Boyd || VP, Advocacy & Engagement
|-
| Brandi Guerkink || EU Campaigner
|-
| Camille François || Mozilla Fellow
|-
| Chad Sansing || Open Culture Lead
|-
| Gabi Ivens || Mozilla Fellow
|-
| Jenn Beard  || Program Officer
|-
| Jesse Ward  || Major Gifts Officer
|-
| Juan Barajas || Director, Partnerships
|-
| Kevin Zawacki || Editorial Lead
|-
| Lainie DeCoursy || Senior Program Manager, Strategic Operations
|-
| Lindsey Dodson || Senior Program Officer
|-
| Lotta Rao || Director, Communications
|-
| Mark Surman || Executive Director
|-
| Melissa Huerta  || Senior Program Officer
|-
| Michelle Thorne  || Senior Program Officer
|-
| Miriam Avery  || Director, Strategy Foresight, MoCo
|-
| Sarah Allen || Director, Events and Training
|-
| Theo Chevalier ||Localization Project Manager
|-
|}
 
[https://ainowinstitute.org/people/rashida-richardson.html Rashida Richardson] from AI Now and [https://www.astraeafoundation.org/team/j-bob-alotta/ J. Bob Alotta] from Astraea Foundation will be joining as guests for portions of the retreat.
 
We hosted a MoFo Working Like a Movement [https://mozilla.zoom.us/recording/share/E-zHmXSLQ0SvFZSXJ0QX3hMrO-ytWbHJPH3uMgRAmcOwIumekTziMw Brown Bag] on May 21st to share outcomes from the strategy retreat as well as initial findings from the Open Leadership & Events team's openness survey.
 
==== September 2018 ====
 
'''Theme:''' The September Strategy Retreat is a key component of our strategic planning process, where we’ll be focused on on answering the following question: “What concrete improvements to the health of the internet do we want to make over the next 3-5 years?” Together, we’ll explore how we might use our core programs - shaping the agenda, connecting leaders and rallying citizens - to set our sights on a specific, compelling impact goal that builds on the ‘your data and you’ theme used in 2018.  As a step in the development of this statement, together, we will be exploring, clarifying, and narrowing our list of potential impact statements to undergo further analysis. The outcome of this retreat will link directly to and flow into the preparation for the November board meeting.


'''Theme:''' Increase impact and momentum around implementation of how MoFo drives public demand for better privacy and security.  We want to create a space in which our combined issue, messaging, campaign and network expertise will strengthen our existing plans for raising public understanding of–and action in support of–better Internet privacy and security.
Specific goals:
* Hone draft impact goals that describe concrete 'wins' on internet health over the coming years
* Review these goals against a set of criteria related to Mozilla's mission, community and likelihood of success -- narrow the number of goals under consideration
* Create a list of questions that need to be answered and evidence that needs to be gathered to further test the goals against the criteria
* Develop a plan to engage staff, fellows and key allies from across the movement in further fleshing out and testing the thinking on the narrower list of goals
* Overall, deepen engagement in strategic planning and improve our ability to do analysis and make decisions as a group


By the end of the retreat, participants will have a clearer understanding of each of the impact statements, as well as be able to connect their team’s work to those statements. Tangibly, we’ll expect to have honed and refined versions of our draft impact statements, alignment on the criteria by which they’ll be reviewed, details to help us build out out deeper analyses (questions to answer, evidence to gather) and next steps on broader engagement.


Core questions include:  
'''September 2018 Participant [https://docs.google.com/document/d/13BJEzshvZNe5K96AtxYOR1WW61l2DO8EsRi8yVLN1GU/edit#heading=h.6ts3q2mfymou bios]'''
* What are core privacy and security issues emerging globally in which MoFo can make a unique and important impact in 2017?
{| class="wikitable"
* How do we use the Mozilla Network for these themes and campaigns?
|-
* What other existing resources can we leverage to develop the most impactful results in these areas and how?
| Angela Plohman || Mark Surman
* What new resources / approaches / actions do we need to cultivate in order to create the most impact in this area in 2017 and how?
|-
| Ashley Boyd || Mehan Jayasuriya
|-
| Chris Riley (MoCo) || Michael Auckland
|-
| Jesse Von Doom || Paul Zenke
|-
| Josh Wolf || Rizwan Tufail
|-
| Jon Lloyd || Sam Burton
|-
| Juan Barajas || Sara Haghoodsti
|-
| Kristina Shu || Sarah Allen
|-
| Lainie DeCoursy || Sunil Abraham
|-
| Lotta Rao ||
|}
 
==== May 2018 ====


'''Theme:''' During this Strategy Retreat, we will explore how MoFo can thrive in the long-term and build on our success to date for greater impact in the world. Starting with a review of our current programs, we will work to explore how we can build excellence as we maximize impact, expand global reach and foster long-term sustainability. We will use the interim MoFo program evaluation report as our core document and will draw insight, ideas and inspiration from each other and external sources.


The outputs from this retreat heavily influenced planning around our mass market education “Privacy by Default” campaign, as well as furthered thinking around our grantmaking strategy related to privacy and security themes/projects/etc.
This retreat was rooted in finding inspiration from others doing social change and movement building work. Participants all played key roles in taking the discussions and learnings from the retreat back to their teams, and also facilitated activities and break-out groups on the same themes at Toronto All Hands.


'''May 2018 Participant [https://docs.google.com/document/d/19AwXDztwgMCzlAPO52wm3YKfePxkyKYi76teBZCW3S0/edit bios]'''


'''April 2017 Participants'''
{| class="wikitable"
{| class="wikitable"
|-
|-
| Angela Plohman || Jen Caltrider
| Amira Dhalla || Lainie DeCoursy
|-
| Angela Plohman || Mark Surman
|-
|-
| Ashley Boyd || Lainie DeCoursy
| Ashley Boyd || Melissa Romaine
|-
|-
| Brett Gaylor || Lotta Rao
| Jairus Khan || Sara Haghdoosti
|-
|-
| Chris Lawrence || Mark Surman
| Josh Wolf || Sarah Watson
|-
|-
| Chrystian Rodriguez || Meghan McDermott
| Juan Barajas ||  
|}
|}


External participants:
External participants:
* Camille Fischer - Former Obama Administration Policy Advisor, White House National Economic Council
* Chris Stone, Fmr Pres, Open Society Foundations
* Josh Levy - Campaign strategist and digital rights advocate
* Marc Solomon, Freedom to Marry
* Sarah Aoun - Digital Security Trainer with Research Action Design (RAD)
* Rashad Robinson, Color of Change
 


==== August 2017 ====  
==== August 2017 ====  
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* Tom Liacas, Senior Strategist, NetChange Consulting
* Tom Liacas, Senior Strategist, NetChange Consulting


==== April 2017 ====
'''Theme:''' Increase impact and momentum around implementation of how MoFo drives public demand for better privacy and security.  We want to create a space in which our combined issue, messaging, campaign and network expertise will strengthen our existing plans for raising public understanding of–and action in support of–better Internet privacy and security.
Core questions include:
* What are core privacy and security issues emerging globally in which MoFo can make a unique and important impact in 2017?
* How do we use the Mozilla Network for these themes and campaigns?
* What other existing resources can we leverage to develop the most impactful results in these areas and how?
* What new resources / approaches / actions do we need to cultivate in order to create the most impact in this area in 2017 and how?


==== May 2018 ====


'''Theme:''' During this Strategy Retreat, we will explore how MoFo can thrive in the long-term and build on our success to date for greater impact in the world. Starting with a review of our current programs, we will work to explore how we can build excellence as we maximize impact, expand global reach and foster long-term sustainability. We will use the MoFo program evaluation report (see Pre-Reading) as our core document and will draw insight, ideas and inspiration from each other and external sources.  
The outputs from this retreat heavily influenced planning around our mass market education “Privacy by Default” campaign, as well as furthered thinking around our grantmaking strategy related to privacy and security themes/projects/etc.


'''May 2018 Participants'''


'''April 2017 Participants'''
{| class="wikitable"
{| class="wikitable"
|-
|-
| Amira Dhalla || Lainie DeCoursy
| Angela Plohman || Jen Caltrider
|-
|-
| Angela Plohman || Mark Surman
| Ashley Boyd || Lainie DeCoursy
|-
|-
| Ashley Boyd || Melissa Romaine
| Brett Gaylor || Lotta Rao
|-
|-
| Jairus Khan || Sara Haghdoosti
| Chris Lawrence || Mark Surman
|-
|-
| Josh Wolf || Sarah Watson
| Chrystian Rodriguez || Meghan McDermott
|-
| Juan Barajas ||  
|}
|}


External participants:
External participants:
* Chris Stone, Fmr Pres, Open Society Foundations
* Camille Fischer - Former Obama Administration Policy Advisor, White House National Economic Council
* Marc Solomon, Freedom to Marry
* Josh Levy - Campaign strategist and digital rights advocate
* Rashad Robinson, Color of Change
* Sarah Aoun - Digital Security Trainer with Research Action Design (RAD)
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