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Agenda

Introducing Powerful Techniques and Tools

    • OMTA Model
    • Strategy Mapping

Practical Pathways for Child Welfare System Change

    • Introducing the Restore Hope case study
    • The ACEs & Resilience Resource Commons for Communities (ARRCC)
    • Tapping into the Meta Settlement Funds

The Need for New Techniques and Tools for Transformation

Leading Systematic, Strategic Innovations

Case Study: Re-Imagining & Transforming the Family Justice System

    • Zoomable Strategy Map
    • From-To Gaps and Stories of Progress
    • Mobilizing “Assists”

The Client Sharing the Inspiring Progress in System Transformation

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How InsightFormation Adds Value

Award-winning InsightVision software to plan, implement, and monitor strategy and performance

TRAINING

+ TECH +

TOOLS

Industry-leading training

Request eBook & E-Learning Course Pass

Templates, webinars, white papers, resource commons

& more to accelerate implementation

Wiki-based Resource Sharing Hub

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“Family justice processes can do more harm than good.”

Initial Focus: Divorce and Family Restructuring

Not incremental improvements: “Becoming Trauma-Informed”

Major System Transformation

2013 Report revealed a need for major changes

Struggling to move from ideas to actions.

Divorce is one of the ACEs

Re-Imagining the Family Justice System in Canada

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How Do You Deal with the Complexity!

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The Right Tools are Key to Success!

Different tools for different purposes

    • Auto Mechanic
    • Carpenter
    • Surgeon
    • Dentist

Many tools are used to address social problems

    • Academic Research Tools (RCTs, statistical models)
    • Program Evaluation Tools (Logic Models, SMART Goals, Work plans, Annual Reports)
    • Quality Improvement (QI) Tools (Six Sigma, PDSA, Run Charts, etc.)
    • Public Health Epidemiology
    • Organizational Strategic Planning

We need better tools for large-scale strategies—especially for system transformation

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Bill Barberg

InsightFormation, Inc.

Michael Quinn Patton

Utilization-Focused Evaluation

Diana Lowe

University of Calgary �Center for Transformation

Transforming Evaluation to Evaluate Strategizing and System Change.

Barbara Carlson

Humphrey School of Public Affairs�University of Minnesota

John M. Bryson

Humphrey School of Public Affairs�University of Minnesota

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Transforming systems requires new approaches to evaluation

A two-minute video by Michael Quinn Patton, “the grandfather of evaluation”

Some of MQP’s many books on evaluation

View at: https://bit.ly/IRSPM25-MQP

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A growing set of influential books and articles

Published in 2008

The Journey of Learning How to Transform Systems

Winter 2011 -- And a series of follow-on articles, papers, and posts

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System Thinking for Social Change

1990

2015

A Practical Guide to Solving Complex Problems, Avoiding Unintended Consequences, and Achieving Lasting Results

Helpful for thinking about the dynamics of the problems

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The Need to Get Below the Surface

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The Waters of System Change (FSG)

2018

Helpful, but weak on implementation.

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The Geels Framework for Socio-Technical Transitions

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Struggling to Manage the Increasing Information

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​

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“We were literally using paper, scissors, markers & glue to illustrate how the work that was happening was contributing to the overall change.”

Diana Lowe, KC - RFJS Co-Lead

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Two Integrated Models for Strategy Implementation

OMTA Model

Objectives

Measures

Targets

Actions

A powerful upgrade from SMART Objectives

​

Strategy Mapping

Upgrading from a Theory of Change to

A Theory of Transformation

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The Books that Define Strategy Management

2000

2003

2006

Strategic �Management

Organizational�Alignment

2008

Execution

Harvard Business Review Articles

“The Balanced Scorecard—Measures that Drive Performance” � Jan-Feb 1992

“Putting the Balanced Scorecard to Work”� Sept-Oct 1993

Core Books of the Strategy Management Field

1992

1996

Measurement & Reporting

Strategic�Communication

A Rich History of Research Supporting these Techniques

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Strategy Maps: A Story of Intentional Change

Outcome Objectives

Strategy Objectives

Asset & Capacity Development Objectives

The “Ends”

The “Means”

The “Enablers”

Grow a Strong Coalition to Address the Opioid Crisis

Enables multiple Objectives Above

Expand Drug Take-Back and Disposal Programs

Reduce Misuse of Opioids

Reduce Prescription of Opioids

Decrease Access to Prescription Opioids for Misuse

Reasonable

Cause & Effect Logic

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A History of Achieving Breakthrough Results

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Emphasized Techniques that InsightFormation has Refined

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One of the Key Opportunities (and an Obstacle)

One of the Obstacles

Pages 10-11

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Strategy Maps as a Theory of Transformation

View at: https://bit.ly/IRSPM25-MQP2

The evolution from isolated program-focused evaluation to new practices that are appropriate for large-scale system change.

​

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“A Theory of Transformation involves multiple Theories of Change.”

​

​

“I really appreciate the work on strategy mapping because it is inherently system thinking.”

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The Need and the Tools Coming Together

  • Progress and frustrations between 2013 and 2019
  • Watching an InsightFormation webinar…

“This is what we need!”

Re-Imagining the Family Justice System in Alberta

Diana Lowe, KC

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Key Leaders for the Re-Imagining the Family Justice System Initiative

Passionate, recently retired attorneys

A judge who saw the need for change

Community organizations working on family justice

Funders who cared about Brain Science, ACEs & Trauma

They engaged the provincial and national associations for lawyers

Teamed up with a similar coalition in British Columbia

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The Geels Framework for Socio-Technical Transitions

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A 10-Year Strategy to Transform the Family Justice System

Jan 2021

Expand participation & increase the collaboration capacity of those working on family justice system transformation

​

Increase the integration of Indigenous perspectives & the role of Indigenous communities in family justice transformation

​

Increase & diversify the resources (human, funding & technology) for transforming the family justice system

Increase capacity for working at a systems level & creating the conditions for transformation

Increase capacity for developmental & transformational evaluation to inform family justice system transformation

OUTCOME

STRATEGY

CAPACITY DEVELOPMENT

Justice Policy & Programs to Reduce Toxic Stress, Strengthen Skills & Support Families

​

Innovations to Achieve Family Well-Being

​

A Family Well-Being Paradigm Shift Based on Brain Science

​

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Re-Imagining the Family Justice System

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Finding Allies with Funding

https://www.albertafamilywellness.org/

Learn more about the Meta Settlement funding later in this session.

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Reimaging the Family Justice System

Allowing for EMERGENCE

The process starts with a frameworks but without knowing the details

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Building on Your Strengths and Assets

  • Who is already working on each objective?
  • How can we improve alignment, reduce fragmentation & silos
  • What can we learn from others to enhance our efforts?
  • How can we mobilize “Assists” to improve existing efforts

​

​

The value of “System Orchestration”

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SSIR Supplement on System Orchestration

To accelerate social innovators’ impact, we need to double down on building and growing more collaborative ecosystems to drive collective action over time.

In a world of increasing complexity and polarization, system orchestrators drive collective action to achieve outsized impact.

If you want to drive equitable systems change, investing in system orchestrators is among the highest-leverage investments that the philanthropic sector can make.

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Who Scored More Career Points Than This Guy?

32,292 Points

Michael Jordan

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Who Is This Guy?

36,928 Points

Karl Malone

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The Power of Teamwork!

36,928 Points

15,806 Assists

​

9x NBA Assists Leader

Karl Malone

John Stockton

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Recruiting Partners to Provide Assists

  • Focus on engaging the people you’re trying to help—not just as voices, but as key parts of the solution (ABCD).
  • Other Non-Profits
  • Faith Communities
  • Universities and Colleges
  • Retirees
  • Social Entrepreneurs

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System Orchestration of “Assists”

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First Breakout Session (6 Topics)

Discuss Community “Drivers”

​

Discuss existing efforts

​

Pick 3 or 4 key “driver Objectives” to focus on.

​

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Picking Three “Driver Objectives”

Many missed opportunities to help women who are misusing opioids think about family planning and birth control

Big need to educate and counsel women with highest risks

Barriers to women getting and properly using contraception options

Especially LARCs (IUDs)

Reduce Pregnancies

Increase Access to Contraception

Increase Access to Family Planning & Preconception Care for Women who Use Opioids

Improve Identification of Women At Risk of Having a NAS Baby

Especially LARCs (IUDs)

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CCA Secret Sauce: Facilitating “Assists”

Each breakout group sends up a representative to share the “Driver Objectives.

​

We asked if any participants in the workshop either could directly help accomplish those Objectives or if they could make an introduction to an organization that could.

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Rallying “Assists” to Help Accomplish an Objective

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Four straight years of declining sales.

Poor “Performance” of the Farmers Market

Lots of blame and excuses.

Risk of shutting the program down.

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Agenda

Introducing Powerful Techniques and Tools

    • OMTA Model
    • Strategy Mapping

Practical Pathways for Child Welfare System Change

    • Introducing the Restore Hope case study
    • The ACEs & Resilience Resource Commons for Communities (ARRCC)
    • Tapping into the Meta Settlement Funds

The Need for New Techniques and Tools for Transformation

Leading Systematic, Strategic Innovations

Case Study: Re-Imagining & Transforming the Family Justice System

    • Zoomable Strategy Map
    • From-To Gaps and Stories of Progress
    • Mobilizing Assists

Inspiring Progress in System Transformation

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Re-Imagining the Family Justice System

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Where do you do the Innovations?

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A Place to Demonstrate & Refine Innovations

Since 2020, the RFJS has been working in the community of Grande Prairie – exploring new pathways in family matters through a community-wide initiative in the city and surrounding communities

Grande Prairie, Alberta

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Featured in Peer-Reviewed Article by Top Experts

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Use Strategy Maps to Clarify & Communicate

The Best Collective Thinking

of Steering Committee Leaders

Staff and Community Partners

© 2016 All Rights Reserved by InsightFormation, Inc.

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Strategy Maps & Scorecards Promote Communication

Effectively engage community organizations & individuals for input and engagement

Steering Committee Leaders

© 2024 All Rights Reserved by InsightFormation, Inc.

Staff and Community Partners

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The Growing Impact of the RFJS Movement

The initial work with InsightFormation grew into the TFJS Collaborative in British Columbia

The work of the RFJS movement is a major part of the CIAJ Conference

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Grande Prairie - Reforming the Family Justice System

Integrate the Approach to Family Justice Across Sectors

May 2024

Expand participation & increase the collaboration capacity of those working on family justice system transformation

​

​

Increase family justice sector education in brain science & understanding about the impact of trauma

​

Increase public awareness of the impact of toxic stress and resilience on family well-being

Innovate ways to encourage or require non-adversarial processes in the family justice system

Innovate ways to identify evolving family needs & make appropriate referrals

Justice Policy & Programs to Reduce Toxic Stress, Strengthen Skills & Support Families

​

Innovations to Achieve Family Well-Being

​

Align justice sector policies & programs with the family well-being goal

Promote a holistic perspective to address all family needs – social, relationship, parenting, financial & legal

Increase the use of non-adversarial processes in the family justice system

Innovate ways that empower families to improve life, relationship, communication & conflict skills to reduce harms

​

Innovate & coordinate accessible cross-sector supports for families

Innovate justice system integration with community-level services for families

​

A Family Well-Being Paradigm Shift Based on Brain Science

Develop more justice sector policies & programs to link families to supports they need to further family well-being

Take an integrated cross-sectoral approach to policy & action

Integrate justice & cross-sector community supports for families

Innovate ways to enhance child & youth resilience

​

Increase the integration of Indigenous perspectives & the role of Indigenous communities in family justice transformation

​

Increase & diversify the resources (human, funding & technology) for transforming the family justice system

Increase capacity for working at a systems level & creating the conditions for transformation

Increase capacity for developmental & transformational evaluation to inform family justice system transformation

Advance HOPE (Health Outcomes Of Positive Experiences)

Increased Intergenerational Health & Well-Being

Across The Life Span For ALL

​

Reduce Toxic Stress

​

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Strengthen Core Life Skills, including Capacity to Manage Conflict & Stress

​

Strengthen the Support for Families Experiencing Family Justice Issues

​

Reduce Personal, Justice Sector, Economic & Social Costs

​

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Transform the Family Justice System

by Focusing on Achieving Family Well-Being

​

​

​

OUTCOME

STRATEGY

CAPACITY DEVELOPMENT

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Innovate ways to encourage or require non-adversarial processes in the family justice system

Separation, divorce and family restructuring

Family & Domestic Violence Prevention

Build a model for using Restorative Approaches in DV cases

RA = Restorative Approaches DV = Domestic Violence FJS = Family Justice System CPS = Child Protection Services

King’s Bench Court prototype (Pilot)

​

​

Increase family justice sector education in brain science & understanding about the impact of trauma

​

Denmark Model

​

Innovations to Achieve Family Well-Being

​

A Family Well-Being Paradigm Shift Based on Brain Science

Implement New Child Welfare System Prototypes

Child�Protection

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RA = Restorative Approaches DV = Domestic Violence FJS = Family Justice System CPS = Child Protection Services

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Growing Momentum for Strategy Mapping

January 2023

Features the RFJS case study

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Busy People Need the Right Tools

Most powerful of the strategy mapping software pkgs. reviewed for purposes of strategy implementation

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From the Court of King’s Bench Website

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Progress Update in March, 2025

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The Establishment of the Centre for Transformation

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Innovate ways to encourage or require non-adversarial processes in the family justice system

Separation, divorce and family restructuring

Family & Domestic Violence Prevention

Build a model for using Restorative Approaches in DV cases

RA = Restorative Approaches DV = Domestic Violence FJS = Family Justice System CPS = Child Protection Services

King’s Bench Court prototype (Pilot)

​

​

Increase family justice sector education in brain science & understanding about the impact of trauma

​

Denmark Model

​

Innovations to Achieve Family Well-Being

​

A Family Well-Being Paradigm Shift Based on Brain Science

Implement New Child Welfare System Prototypes

Child�Protection

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Innovate ways to identify evolving family needs & make appropriate referrals

PGO = Permanent Guardianship Orders DV = Domestic Violence FJS = Family Justice System CPS = Child Protection Services

​

​

Increase family justice sector education in brain science & understanding about the impact of trauma

​

​

Innovations to Achieve Family Well-Being

​

A Family Well-Being Paradigm Shift Based on Brain Science

Implement New Child Welfare System Prototypes

Child�Welfare

Establish safe referral alternatives to contacting Children’s Services

Establish arrest diversion processes for crimes of desperation

Strengthen the CONTACT Processes and Reach

Engage with vulnerable families via shelters and food shelves

Change law enforcement practices for DV (no-contact, child endangerment, etc.)

Work with Children’s Services to choose supporting families over PGO, increase restorative practices, less issuing no-contact, etc.

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Objective: Establish safe referral alternatives to Children’s Services

​

A key part of system change is to provide ways for people who might normally feel they should (or are required to) contact Children’s Services because of a concern they notice that is likely a symptom of poverty. While there may be a long-term strategy to dramatically change mandatory reporting requirements, both short-term and long-term practices can be improved by providing more opportunities to connect families to supports in ways that the power to take their children is not a threat.

Objective Description:

Develop Statements that show a gap between the current state and the desired state.

Current State (2024)

a.  If a teacher sees a child who has some visible unmet needs (e.g. same clothes for a few days), their only option is to report them to Children’s Services, and that could start a process the leads to the children being taken.

b. A pregnant woman in a high-risk scenario is rarely referred to the supports when she will have the baby.

c.

d

e.�

Desired State (2026)

a. Instead of doing nothing (or doing mandatory reporting to Children’s Services), the teacher would be able to refer the parent to supports that only exist to help and don’t have the power to take their kids. This can be done before issues are so serious that mandatory reporting is required.

b.  There are established referral pathways for pregnant women to get connected with supports before they have the baby.

c.

​

d. 

e,   

Build out and discuss the desired change– the “From-To Gap”

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Why Strategy Mapping?

    • Articulates a common agenda for co-alignment
    • Visually represents strategy in a complex system
    • Provides a framework for shared measurement to inform strategy
    • Leads to more coordination and idea generation
    • Keeps track of mutually reinforcing activities
    • Encourages accountability

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A Shared, Free Resource for SM@S / CSE

A specialized, free wiki built on the same platform as Wikipedia®

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The ACEs & Resilience Resource Commons for Communities

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The ACEs & Resilience Resource Commons for Communities

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The ACEs & Resilience Resource Commons for Communities

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The ACEs & Resilience Resource Commons for Communities

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The ACEs & Resilience Resource Commons for Communities

Imagine:

One group working on childcare; another working on positive recreational opportunities, another on recovery another working on building job skills, and so on

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2018 Health System Transformation Award

The Health System Transformation Award “recognizes an individual, organization or community health coalition/collaborative that has demonstrated a breakthrough model that achieves better health outcomes, reduces inequities, promotes a culture of health—and is adaptable in other settings.“

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Strategy Management-at-Scale (SM@S) – 2024

Features 4 InsightFormation case studies

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Growing Recognition of Strategy Management-at-Scale

Features 4 of Bill’s consulting clients

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Six Hours of High-Value Content

-- a bargain at $95

Bill Barberg

INSTRUCTORS

Carefully Designed Interactive Courses

Michael Quinn Patton

David Peter Stroh

John M. Bryson

Email bill.barberg@improvepophealth.org or message me on LinkedIn and I’ll email you a

100% discount link.

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Recording of a Detailed Webinar

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Starting Point of a Strategy Map (from Restore Hope)

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Tapping into the Meta Settlement Funding Opportunity

Settlement agreed to in August 2026

    • $12 Billion to $17+ Billion
    • Paid out over 10 years
    • States have lots of flexibility

Key Overlap with Child Welfare System Change

    • Helping low-income, struggling families
    • Help new parents build executive function in infants, toddlers & preschoolers
    • Strengthen Home Visiting Programs for vulnerable families
    • Build understanding and skills for Strategy Management at Scale

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Free Webinar on Thursday, November 19 at 1:00 PM CT

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Contact Information

Bill Barberg �President & Founder

Access the resources mentioned at:

https://www.insightformation.com/gg2026