My Top 5 Strategic Planning Process Improvements

In my fifteen-plus years of facilitating strategic planning and team development sessions for all types of organizations, I have refined my thinking and my process in these five key areas: 

 Change #1:  Open it Up

It is more important than ever to get as much involvement as possible from the entire organization.  Strategic planning should not be the sole province of the board of directors and a handful of senior staff.  The more you can involve—and I mean truly involve—in the creation of the plan those who will be accountable for actually executing it, the more commitment (as opposed to mere compliance) you will obtain.  People like to see their “fingerprints” on something they are being charged with carrying out. 

Change #2:  Plan for Less, Get More

Do you still use a five to ten year cycle for your planning horizon?  I now recommend that my clients look only two or three years into the future to set their vision.  Change is happening much too quickly for there to be accuracy in planning beyond that.  There isn’t “visibility,” as you might hear the pundits say.  People truly can’t envision a longer future.  Twelve months ago, could you—or anyone—have predicted the world we find ourselves in today?  Set the vision two to three years out; then couple that with a very concrete, practical action plan for the next twelve months. 

Change #3:  Hone on the Range

Instead of talking about a mountain for the vision, I should really call it a mountain range.  The vision for future success is rarely a singular point in the future.  I used to spend quite a bit of time during and after a strategic planning session working with the board or a sub-committee to refine a mission and/or vision statement that would be “suitable for lamination.”  I think it is much more important that everyone in the organization be in agreement directionally and less to be in agreement literally.  I have found that the conversation sparked is more important than the actual statement we developed (which always ended up reading as though it had been created by a committee … because, in fact, it had!).

Change #4:  Begin at the End

I was trained as a strategic planning consultant to begin with a very clear picture of where you are today.  “How can you effectively plan for the future without the hard, cold reality of your current state?” some ask.  I say that most boards and staff are acutely aware of the difficulties of their current state.  My experience has shown that they are better served to think aspirationally first.  Now, in almost every case (the exception being when there are extremely divergent views of the current state), I begin with the end in mind, creating the vision for the future.  Once this picture is clearly in each person’s mind, I assure you a more targeted, accurate assessment will follow.

Change #5:  Swat the SWOT

This may be heresy in some strategic planning circles, but I have switched from the conventional SWOT (strengths, weaknesses, opportunities, and threats) analysis to the lesser-known but much more effective Force Field Analysis for assessing the current reality.  I simply facilitate the identification and discussion of those forces working for and against our success in making this vision a reality.  Too often with the SWOT (and I know you have all been there), what should have been a healthy dialog denigrated into unhealthy conflict over which box to put something in. Was it a strength or an opportunity? A weakness or a threat?  Instead, through a deeper level of conversation, we found that in fact the same factor could be both positive and negative, and thus we could focus the majority of our attention on how to address it.

By making these changes to your annual strategic planning session, you will develop a plan that gets the whole organization aiming in the same direction and catapults your results to even higher levels of success!

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Top Creativity Myths That Hold You Back – Myth #3

 

Myth #3:  The Lone Creative Genius. 

For example let’s take this fellow here – all alone it would appear in his lab.  Want want to take a guess as to who this inventor is?  (If you give up, look at the big lightbulb over his head for inspiration!)

 That’s right…Thomas Edison!

Many people think of him as a lone creative genius, but even he said “Genius is 1 % inspiration and 99%….(you fill in the blank)….perspiration.” 

Let’s just stop and think about that a moment.  Although in cartoons we might see something like a light bulb showing up over someone’s head or a bolt of lightning out of the blue – and boom a brilliant idea is born.  But that’s not how it works in real life.  You have to nurture a brand new idea.

He also said another great quote – that I absolutely love and think can be instructive for all of us… “Opportunity is missed by most people because it is dressed in overalls and looks like work.”

You might have thought that Edison worked alone —- developing all those patents, but that’s not the case. 

In fact he worked with a broad creative team.   Here they are in 1876 on the site of their industrial research laboratory in Menlo Park, Pennsylvania.   He called it “the invention factory” – because they were always working on several different inventions at any one time.  Together they were more creative than Edison could have possibly been on his own. Together they found success – and over 400 patents.

Just like on your team – each one of you have a critical role to play to bring out the best in your team. 

Because all of us are smarter than any of us.

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Top Creativity Myths That Hold You Back — Myth #2

Myth #2:   We think of creativity in absolutes – you either have it or you don’t – versus a continuum.

While it’s true you might not be able to compose like Mozart or paint like Monet, don’t you think you have a little bit of creativity within you?

What about that time you moved into a new role and had to develop a process to address a particular business challenge?  And what if you customize a process you created at another company – but apply it differently at your new company? Doesn’t that fit our more expansive definition of creativity?

When I work with teams to discover their untapped creative potential, I often ask them to remember back to a time in their youth.  For me, I showed early signs of my love of facilitation when I was 8.  I loved directing plays in our garage with all the neighborhood kids (at least those that were younger and shorter than I was).  It was fun bringing together a diverse group of kids, convincing then to play together nicely, and having a successful outcome (a play that we could perform for our parents).   I didn’t need to be the star of the play – it was more fun for me to be behind the scenes, making things happen.

And so now I will ask you…when you were younger, what came easily to you?  Maybe you even got a nickname for it.  What is your own unique brand of creativity?  How could you apply that natural talent to some personal or professional challenge facing you today?

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Brainwriting

When facilitating a problem-solving session, I enjoy a lively debate in which everybody is participating and ideas are flowing spontaneously from everyone in attendance. However, sometimes meetings don’t start out with a bang. When you’re trying to open up dialog, a wall of silence isn’t exactly an encouraging welcome. What happens if no one ventures forth input? How do you spark conversation when those in the room seem fearful to speak?

One tool I use is brainwriting. This process taps into the unique perspective of each person and encourages them to build upon the ideas of others. The anonymity of the exercise along with its emphasis on stretching ideas further and further increases the odds of coming up with . . . well, odd and potentially novel solutions.

Let me walk you through how this exercise works, and you will see what I mean:

  1. Give each member of the problem-solving team—ideally, four to six people—a blank sheet of paper.
  2. On the top of the page, have them write an agreed upon problem statement. Then, ask them to draw vertical lines to separate the sheet of paper into three columns.
  3. Set a timer for two minutes. Each participant should brainstorm three solutions, writing one in each column.
  4. After the buzzer sounds, ask each person to draw a horizontal line under their solutions across the entire page. Then have them pass the sheet of paper to their left.
  5. Now, set the timer for three minutes. Have the participants add to or build upon the existing suggestions by writing their own ideas underneath the original solutions.
  6. At the end of three minutes, the papers should again be passed to the left. The process should be repeated as many times as there are people around the table. During each round, allow slightly more time since the addition of ideas makes it harder to think up new solutions.
  7. When you’ve finished going around the table, post the sheets of paper on the wall so that each person can read the ideas. Ask them to write their initials beside the ones they think are most likely to solve the original problem. Better yet, see if they can combine ideas from one or more pages to generate an exponentially better idea.

I’ve found brainwriting to be ideal when people are afraid to voice their ideas or when one person is dominating the discussion. Brainwriting jumpstarts the flow of ideas and invites everyone into the problem-solving process. The resulting ideas are collaborative and creative—often leading directly to successful solutions.

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