Posts

The Advisor’s Corner – ‘Strategic Action’ is better than just a Plan

/in , /by

‘Strategic Action’ is better than just a PlanQuestion:

My boss wants a strategic plan next month. It’s a really short window and I don’t know where to start. Any ideas?

StrategyDriven Response: (by Roxi Hewertson, StrategyDriven Principal Contributor)

Just saying the words, “We need a strategic plan,” often elicits a groan and eye rolls. This is the response because most strategic plans come to nothing or almost nothing.

I wish I had a dollar for every ‘Strategic Plan’ or ‘5 Year Plan,’ sitting on a dusty shelf in this country. Every one of those musty shelf-dwelling ‘Strategic Plans’ cost those leaders and their organizations a great deal of human effort and lost productivity. In fact, strategic planning has gotten such a bad name many people only do ‘it’ because someone tells them they have to.

And yet, everyone likes to have a clear sense of direction, a plan, and an end goal that they believe can and will be accomplished. That’s why we need to create a smart plan of action. I call it Strategic Action because it’s about doing, not just thinking about doing.

A plan is the precursor to the action to be sure. It can even be fun to plan. When done well, planning should engage people and generate fantastic ideas — and still it’s only half the loaf. So how do we get where we need to go?

I have walked many clients through this process and it works every time. It’s simple, makes common sense, and can be shaped to engage any and all stakeholders. This is a summary, but it will give you a good idea.

5 Steps to Strategic Action

Step One: The Mission, Vision, and Values of the organization must be clear, shared, communicated, and understood by everyone on the staff and with appropriate others (Board members, key stakeholders, etc.). Revisiting the Mission, Vision, and Values statements is essential to the process even if they are just being validated. If necessary, create new ones so a solid foundation is in place first.

Step Two: Test the Vision. For a vision to be effective over time, it must be inspiring, clear, credible, and create a strong commitment in everyone guided by it. Always test your vision to see if it meets those criteria well enough to be the overarching, driving force that a great vision needs to be.

Step Three: Identify those significant few (2-3) big strategies on which you will focus for the shorter term (1-3 years for instance) that are aligned with your mission, in harmony with your values, and most effectively advance your vision. In this step you may need to conduct a SWOT analysis and an Environmental Scan look at both the internal and external factors you should be considering. By engaging your stakeholders, you give them a voice in influencing the strategies that will ultimately chosen by you and your leadership team.

Step Four: Action plan the strategies! Once the strategies are established, ownership and accountability for each strategy must be determined and action plans must be put into place with deliverables and time lines. Good communication across the organization is an essential part of this step.

Step Five: Action plan the tactics! Determine what specific actions will ensure the 2-3 big strategies are accomplished on time, on budget, and with high quality. This work is led internally by those accountable for the execution of the strategies — individually and on teams. Pay attention to both the head and heart of this process, making sure the tactical goals are balanced with the impact on people.

If doing this well requires more time than suggested, try to bargain for more and explain why. When you follow all five of these steps you will have a ‘strategic action plan’ which should satisfy any boss!

About the Author

Roxi HewertsonLeadership authority Roxana (Roxi) Hewertson is a no-nonsense business veteran revered for her nuts-and-bolts, tell-it-like-it-is approach and practical, out-of-the-box insights that help both emerging and expert managers, executives and owners boost quantifiable job performance in various mission critical facets of business. Through AskRoxi.com, Roxi — “the Dear Abby of Leadership” — imparts invaluable free advice to managers and leaders at all levels, from the bullpen to the boardroom, to help them solve problems, become more effective and realize a higher measure of business and career success.

The StrategyDriven website was created to provide members of our community with insights to the actions that help create the shared vision, focus, and commitment needed to improve organizational alignment and accountability for the achievement of superior results. We look forward to answering your strategic planning and tactical business execution questions. Please email your questions to [email protected].

The Big Picture of Business – Doing Your Best Work on Deadlines: Mobilizing the Energy for Best Business Success

/in /by

We just had the first live TV musical play extravaganza on television after a 50-year hiatus. The production was The Sound of Music, starring Carrie Underwood. This TV special got a lot of attention because it was unique live, just like opening night of the Broadway show on which it was based.

Truth is that throughout the 1950’s (the Golden Age of Television), there were comparable live TV extravaganzas on the air every night of the decade.

Many of them were consistently great. They were live, in real time. They had top talent behind them. They were well rehearsed. They had the adrenaline of ‘going live,’ and they shined with luster.

Among those crown jewel TV moments were:

  • Our Town, starring Frank Sinatra, Paul Newman and Eva Marie Saint.
  • Requiem for a Heavyweight, the premiere of “Playhouse 90.” It was written by Rod Sterling and starred Jack Palance and Ed Wynn.
  • The Petrified Forest, starring Humphrey Bogart, Lauren Bacall and Henry Fonda. In it, Bogey reprised the 1930’s Broadway hit and movie that launched his career.
  • The Ford 50th Anniversary, a two-hour musical starring Ethel Merman and Mary Martin. This was the first TV special and set the tone for thousands of others since.
  • The first Beatles appearance on the Ed Sullivan Show, where the whole world was watching. The Beatles topped that by composing “All You Need is Love” while they performed it on a global telecast.

I have those any other live TV gems on DVD. I watch them to experience the magical energy of live performances.

Many of us remember writing the college theme paper the night before it was due. We recall compiling the case notes or sales projections just before the presentation meeting.

The truth is that we do some of our best work under pressure. We might think that the chaos and delays of life are always with us, but we handle them better when on tight time frames.

Before you know it, you’re on deadline again. Even though the tasks mount up, you have a knack for performing magnificently under deadline, stress and high expectations.

This is not meant to suggest putting off sequential steps and daily tasks. Learn when deadline crunch time is best to accomplish the optimum business objecftives.

I’m a big advocate of Strategic Planning and Visioning. Every company needs it but rarely conducts the process because they’re knee-deep in daily minutia.

I know from experience that planning while going through the ‘alligators’ is the most effective way to conduct the process. By seeing the daily changes resulting from the planning, companies are poised to rise above the current daily crises. I recommend that diversity audits, quality control reviews, ethics programs and other important regimen be conducted as part of Strategic Planning, rather than as stand-alone, distracting and energy diverting activities.

Those of us who grew up working on typewriters know how to master the medium. You had to get your ideas on paper correctly the first time, without typographical errors and with great clarity. The first time that I worked on a computer was when I was 40 years old. I took that typewriter mentality with me when I had to compose a brochure and do the desktop publishing graphics in the same two-hour window where I was learning how to work on a computer.

There were years where I kept the typewriter on the work station next to the computer. When I had five minutes to write a cohesive memo and fax it off to the client, I wrote it on the typewriter. Though I wrote all my books on computers, I wrote the modern technology chapters on the typewriter, to make points to myself that the readers could never have grasped.

In mounting your next strategic Planning process for your company, go back and analyze what elements from the past can be rejuvenated as your future. That’s a trademarked concept that I call Yesterdayism.

With planning and organizing, you can meet and beat most deadlines without working in a pressure cooker. Don’t work and worry yourself into exhaustion over every detail. Sometimes it makes sense to move the deadline to the 11th hour. Having too much time to get projects accomplished tends to breed procrastination.

Here are my final take-aways on the subject of doing your best work when on last-minute deadlines:

  • Learn what working style goes best with you.
  • Care about deadlines.
  • Prioritize the real deadlines, apart from the artificial or self-imposed ones.
  • Review the work that you’ve done on tight deadlines. Analyze what makes it different.
  • Know your own strengths and limitations.
  • Work on your own timetable.
  • When working with teams, determine the best compromise working tempo.
  • Get Your ‘to do lists’ in order.
  • Evaluate your progress.
  • Remove the distractions to doing your best-focused work.
  • Ready… Set… Be productive.

This article was written in one hour, just before the impending deadline.

About the Author

Hank MoorePower Stars to Light the Business Flame, by Hank Moore, encompasses a full-scope business perspective, invaluable for the corporate and small business markets. It is a compendium book, containing quotes and extrapolations into business culture, arranged in 76 business categories.

Hank’s latest book functions as a ‘PDR of business,’ a view of Big Picture strategies, methodologies and recommendations. This is a creative way of re-treading old knowledge to enable executives to master change rather than feel as they’re victims of it.

Power Stars to Light the Business Flame is now out in all three e-book formats: iTunes, Kindle, and Nook.

It’s The Consensus, Stupid*

/in , /by

Buying decisions happen well before buyers consider your solution regardless of their need or the efficacy of your solution, marketing, or content. In fact, a purchase is the very last thing that occurs in a string of events buyers must handle as they seek to solve a business problem.

One of the first things they must do is assemble the complete Buying Decision Team to garner the consensus necessary for change. Studies from the CEB show that a Buying Decision Team includes approximately 6 decision makers and untold influencers who must achieve consensus before considering how to resolve their problem, whether it’s a purchase or another fix. Let’s look at this from 3 angles:

  1. Buyers don’t initially know who belongs on the Buying Decision Team. The time it takes them to assemble the right people and hear their voices around fixing a business problem is part of the buying decision path. These issues are political, systemic, relational – not focused on need. We are not facilitating the assembly of the team.
  2. An external solution is considered only when there is consensus that an internal problem can’t be resolved with familiar resources. We are not facilitating the systemic discovery process that has little to do with our solution.
  3. An external fix causes disruption. It’s necessary to have consensus as to when, if, or how to bring in a new solution so disruption can be either avoided or planned for. We are not facilitating consensus as it’s unique and systemic.
  4. Any solution – internal change or an external purchase – must address the change management issues that result from anything new entering the status quo. We are not facilitating change but merely offering content on what might be a solution.

Content Is Not King

Content is merely one way the decision makers and influencers can learn about possible solutions when they are ready to begin thinking about options. Other solutions being considered include internal workarounds that will manage the problems more simply. A purchase is merely the very last thing buyers consider. We are limiting our success to a small segment of opportunity and should be facilitating decisions point before pushing solutions.

We can facilitate a buyer’s consensus from sales, marketing, and social, but not with the current sales or marketing models. Add Buying Facilitation® to your sales and marketing and enter earlier by first helping facilitate consensus. It’s not sales, nor is it solution driven – it’s a change facilitation model. But buyers have to do it with you or without you. It might as well be with you. And THEN you can sell your solution.

*Thanks to Bill Clinton: “It’s the Economy, Stupid.”

About the Author

Sharon Drew Morgen is founder of Morgen Facilitations, Inc. (www.newsalesparadigm.com). She is the visionary behind Buying Facilitation®, the decision facilitation model that enables people to change with integrity. A pioneer who has spoken about, written about, and taught the skills to help buyers buy, she is the author of the acclaimed New York Times Business Bestseller Selling with Integrity and Dirty Little Secrets: Why buyers can’t buy and sellers can’t sell and what you can do about it.

Contact Sharon Drew at [email protected] and add her Buying Facilitation® model to your sales or marketing solutions. Then you can influence the entire decision path, not just the back end.

Standards and Expectations Best Practice 1 – Provide Examples

/in , /by

StrategyDriven Standards and Expectations Best Practice ArticleWhat is clear to one person may not be so readily understood by another. Unlike quantifiably defined procedures, standards and expectations documents frequently rely on qualitatively defined concepts. Reliance on qualitatively conveyed performance guidelines, in turn, invites interpretation latitude and a higher probability of misinterpretation. Therefore, leaders should employ addition mechanisms to bolster standards interpretation consistency among individuals with varying backgrounds, knowledge, skills, and experiences.

Hi there! Gain access to this article with a FREE StrategyDriven Insights Library – Sample Subscription. It’s FREE Forever with No Credit Card Required.

Sign-up now for your FREE StrategyDriven Insights Library – Sample Subscription

In addition to receiving access to Standards and Expectations Best Practice 1 – Provide Examples, you’ll help advance your career and business programs through anytime, anywhere access to:

  • A sampling of dozens of Premium how-to documents across 7 business functions and 28 associated programs
  • 2,500+ Expert Contributor management and leadership articles
  • Expert advice provided via StrategyDriven’s Advisors Corner

Best of all, it’s FREE Forever with No Credit Card Required.

Access the Article Now!

Return to the Standards and Expectations Forum

About the Author

Nathan Ives, StrategyDriven Principal is a StrategyDriven Principal and Host of the StrategyDriven Podcast. For over twenty years, he has served as trusted advisor to executives and managers at dozens of Fortune 500 and smaller companies in the areas of management effectiveness, organizational development, and process improvement. To read Nathan’s complete biography, click here.

The Advisor’s Corner – How do I deal with those who support me in public and sabotage me in private?

/in , /by

How do I deal with those who support me in public and sabotage me in private?Question:

What can I do about people who tell me they support my vision but I’ve heard through the grapevine that they are sabotaging me?

StrategyDriven Response: (by Roxi Hewertson, StrategyDriven Principal Contributor)

These people are most likely, what I call ‘Termites.’ The term fits them well because they manage to smile and slide their way into the accepted norms and culture, and then wreck havoc just underneath the surface. Highly skilled Termites can be hard to spot until they’ve done so much damage the ‘walls’ begin to shake or fall down. The damage is often not discovered right after a Termite has moved on to fresh territory. So… what can you do?

Prevention

The best way to prevent Termite damage is to have a very strong set of organizational values that include integrity or truth or a similar concept around honesty. When these are firmly in place AND people are measured objectively and regularly against those values, Termites find fewer and fewer places to hide.

Cultural and operational values function exactly like a strong foundation for your ‘house,’ and are made even stronger when there are supports in the walls. That means values with accountability. Checks and balances also need to be in place, so that no single person has unfettered power and influence within their workgroup. If they have too much power, Termites will use it to disguise their damage and isolate their people from others to create a protective cover for and big lies about their dirty deeds.

Detection

You should suspect Termite activity in your midst by noticing things that don’t quite add up for feel “fishy” to you. Watching, observe carefully how people behave, and walk around your workplace frequently. Termites can’t fool everyone all the time. Pick up on conversations, patterns, and become a deep listener, truly hearing ALL of what people are trying to tell you.

Eradication

Assume nothing. Once you’ve discovered a Termite in your midst, ask a lot of questions and require good answers. Get multiple sources to verify and provide you clean data about what you need to know. Another support for your ‘house’ is having a true ‘safety net’ within your organization where people can go to express their concerns without fear, and with anonymity. Look for repetition and for patterns of the Termite’s behavior. If you get anonymous pain mail under your door – I call them POW notes – don’t ignore them. They are usually ‘smoke signals’ sending you a message you need to hear.

Trust your instincts. Trust what you see and hear with all the subtle and not so subtle body language people are telegraphing to you. Finally, pay attention to ‘those who protest too much!’

There are Termites and then there are people who exaggerate, even might gossip a bit, or use hyperbole. The latter are not Termites. These people can usually be guided down a better path with good coaching.

You can’t ‘fix’ a Termite. Once a workplace liar, always a liar – it’s just the size of the lies and the target that will vary. You cannot coach a liar into honesty. Lying is okay for them; it’s part of their value system and their end does justify their means.

The only solution to a workplace Termite is to call in pest control and rid yourself of the pain and damage as soon as you can.

About the Author

Roxi HewertsonLeadership authority Roxana (Roxi) Hewertson is a no-nonsense business veteran revered for her nuts-and-bolts, tell-it-like-it-is approach and practical, out-of-the-box insights that help both emerging and expert managers, executives and owners boost quantifiable job performance in various mission critical facets of business. Through AskRoxi.com, Roxi — “the Dear Abby of Leadership” — imparts invaluable free advice to managers and leaders at all levels, from the bullpen to the boardroom, to help them solve problems, become more effective and realize a higher measure of business and career success.

The StrategyDriven website was created to provide members of our community with insights to the actions that help create the shared vision, focus, and commitment needed to improve organizational alignment and accountability for the achievement of superior results. We look forward to answering your strategic planning and tactical business execution questions. Please email your questions to [email protected].