Tag Archives: strategic plan

It’s Not About the Plan

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Business Corporate Management Planning Team ConceptAt the risk of causing shudders among many a leader and consultant, I am not a big believer in strategic plans. In our organization, we use a strategic framework. That might sound like semantics to some, but I don’t see it that way and here is why: One dictates step-by-step actions (how), the other guides decision-making in a specific direction (where). And in today’s fluid, fast-changing environments, pre-ordained actions (how) may be rendered outdated, inappropriate or impossible before the ink is even dry on the plan — regardless of how long one spent creating it in the first place.

Dwight Eisenhower once noted that, “In preparing for battle, I have always found plans are useless but planning is indispensable.” I couldn’t agree more. I am a huge proponent of the strategic planning process, just not the definitive plans that often result. Why? Because over-reliance on a specific process can leave those charged with carrying it out unclear on how to proceed when things don’t go according to the plan . . . and things rarely go exactly according to the plan. (What is that saying . . . Man plans and God laughs?)

Is it critical to know the end goal? Absolutely. Is it helpful to have considered a range of possible scenarios? Yep. Is it important to understand the organization’s priorities? Most definitely. In my experience, however, organizations act their way forward rather than plan their way forward. Individuals within the organization make moment-by-moment decisions regarding the path, the actions, that have the greatest likelihood of moving the organization toward the clearly identified end goal. How can one know two years out, or sometimes even two months out, the best decision given a myriad of ever-changing external variables? And yet, if a specific set of expected actions is outlined in an approved multi-year strategic plan (presumably to which staff are being held accountable), how many people will follow the plan rather than exercising their good judgment?

It is not about the plan. It is about understanding what the organization is trying to accomplish, the assets it brings to the table, the barriers it is likely to encounter, and staff members who have both the context and competencies to make decisions that move the organization closer to its ultimate goal. Smart, well-informed leaders monitoring the situation and making adjustments in the moment will do far more to help an organization succeed than the best thinking from a year ago.

Strategic success is about preparation and priorities. It is not about the plan.

Playing Chess

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Chess Players

I believe one of the responsibilities of a good leader is the ability to play chess . . . not the kind with pawns and rooks, but the strategic kind where you assess the gifts and graces of those on your team, consider your organization’s long-term strategic goals, and place your key “chess pieces” into pivotal positions several moves in advance of when they need to be there. To be most effective, you have to place them where the “other player” (be that a service recipient, a funder, a referring agency, a competitor, or any combination thereof) is likely to be two turns down the road, not where they are now. In addition, you have to keep your long-term strategy clearly in mind and understand the capabilities of each “piece” so you can respond to, but not be swallowed up by, the moves of the other player(s).

In my experience, there are a few guiding principles you have keep in mind if you want to master organizational chess:

1) You have to be clear on your long-term strategic goals. And please note, responding to a change required by a funder is not “your” long-term strategic goal – it’s your funder’s. You want to play offense in chess, not defense, because once the other player has you in checkmate, you’re sunk.

2) You have to understand the gifts and graces of your current and emerging leaders. I don’t just mean what they do well in their current role. Step back and look at what makes their eyes light up. What are they uniquely passionate about? What type of projects do they “run with” and consistently exceed your expectations? It is important to note that someone can be very capable at a task and not be passionate about it. (That’s the difference between skills and gifts and graces).

3) You have to be willing for your moves to baffle others, and occasionally that even includes the people being moved. But if you’re clear on your goals, you understand the unique capabilities and insights your staff bring to the table — which we refer to as gifts and graces — and you listen to your gut, you really can give Bobby Fischer a run for his money.

The other thing to keep in mind is that chess is a game of long-term strategy. If you need an immediate win, chess is not your game. But as you look down the horizon at who will be taking leadership roles and guiding your organization into the future, you have a unique responsibility to work the board, and move your ”pieces” into positions where they can have the greatest impact — whether it takes one move or four. Mastering chess requires the quiet confidence borne of experience and the insight to anticipate a move before it is made. No doubt a tall order . . . if it was easy, everyone would be playing chess.