Set Goals With Intention but Not Attachment

A colleague and friend of mine, Jeff DeCagna, contended in a strategy training program I attended that "strategic planning is dead." He stated that we should keep a strategic focus, constantly ask strategic questions, have ongoing strategy sessions, but not lock ourselves into a specific, long-term strategic plan. Why? Because the environment changes constantly and therefore the strategy-making process must be nimble and continuous. A detailed, written document is not conducive to "changing on the fly."

There's a common acronym used in goal-setting: SMART, which stands for "Specific," "Measurable," "Attainable," "Realistic" and "Time-Bound" or "Time-Limited." It is believed that all good goals should have these attributes. The guidelines are good, as they build in some accountability.

I'd like to take the concept a little further. I suggest adding two additional attributes: "Intention" and "Non-attachment." While the SMART attributes allow for accountability, they don't necessarily foster flexibility and the ability to "change on the fly."

In addition to listing out the specifics, the metrics and time-frames for accomplishing a goal, I also like to ask what is my intention? In other words, to what end am I setting this goal? Is it really to accomplish the specifics I laid out? Or can it take shape in a slightly -- or even significantly -- different way and still achieve my intention, the direction I'm heading?

This flows naturally into the second attribute: non-attachment. Much as a static strategic plan isn't conducive to being nimble, static goals may not allow for adjustments in a changing environment. A goal as written may not keep us headed toward our intention if the wind shifts -- as so often is the case with new technology and a constantly changing socio-political and economic climate. Therefore, we might not want to become too attached to our goals. We should remain committed to our intention, but not so much to being SMART.

Asking the Right Questions is the Key to Effective Strategy

“If I had an hour to solve a problem and my life depended on the solution, I would spend the first 55 minutes determining the proper question to ask, for once I know the proper question, I could solve the problem in less than five minutes.”
—ALBERT EINSTEIN

Effective strategy-making begins with questions. Effective tactical plans also begin with questions, but the types of questions used in strategy are different from those used for operations.

Operational questions start with "who," "what," "when," "where," and "how." Who is going to do what by when? Where will it take place? How will we do it?

Strategic questions often begin with "which" and "why" because strategic decision-making is about making choices (which), then justifying (why) you made those choices. Which market? Which product? Which service? Why this market? Why this product? Or Why this service?

In other words, the purpose of strategic questions is to create a framework for leadership to make choices -- strategic choices. Any strategic question you ask should have many possible answers and, ideally, bring forth new information.

A mistake many businesses and non-profit organizations make is to try to be all things to all people. They think more stuff means more value. Not true. With limited resources, the only reasonable strategy is to keep your offerings limited in scope and aimed at your defined constituencies – you can be some things to some people.

Strategic questions are a tool intended to lead you to make strategic choices that put you on the most direct path to your desired future (vision). With this in mind, focus your strategy making efforts first on asking the right questions. The right answers will follow.

Strategy Plain and Simple

Strategic planning is simultaneously considered mission critical to our organizations and the bane of our existence. We hole up our organizational leadership in a room for a day or more and cover the walls with flip chart pages.

At the end of the retreat, we feel energized, forward-thinking, ambitious. Brainstorming and banter coalesces into a brilliant 10-point plan for world domination. Then, life happens. We get back into operations and don't look at the strategic plan again until the next time we all head out for a planning retreat.

I've had this experience, but I've also seen a strategy session turn into a living, breathing systemic organizational focus that drove intention and created results. What made the difference? Simplicity.

Often strategic planning sessions look at EVERYTHING the organization does and goals are set in every area (after all, there's room for improvement in all areas, right?). The plan is a multiple page spreadsheet with goal 1, objective 1.1 and so on through goal 6, objective 6.25. The plan looks like a massive task list and none of the goals are given strategic priority. Such a deliverable is why plans get shelved.

The critical missing piece is focused priority given to those areas that are most MEANINGFUL. While there may well be six important things an organization does, all six are not equally important and equally effectively executed. (Imagine disaster struck and you could only choose 1 or 2 or 3 things the organization could keep doing. Which ones would you pick?)

The reality is people and organizations are only able to effectively focus on 3-4 or (preferably) fewer strategic priorities. If you apply the 80/20 Rule or Pareto Principle to your organization, you'll inevitably find a very short list of clients, markets and/or activities drive a disproportionate share of your organization's profitability. That's where you need to focus your time.

I don't believe in detailed tactical plans (goal 1, objective 1.1, etc.) in conjunction with strategic plans; I only believe in strategic focus documents, strategic thinking sessions and strategy reviews.

Strategic focus documents are simple, short statements listing the 1-3 strategic focus areas you identified as being the most meaningful in advancing your competitive advantage.

Strategic thinking sessions are continuous discussions about actions to take within the strategic focus areas, adjustments to the navigation or whole new courses to set based on new information or changes in the environment.

Strategic reviews are periodic checkups on what has been accomplished so far in advancing the strategic focus areas.

Instead of attempting to have staff implement a "task list" tactical plan developed by the leadership, embed strategy in organization-wide thinking and decision making.

People inherently know what to do (i.e., develop their own task lists) if they know what the parameters are for decision making based on the organization's strategic focus. Make the strategic focus areas the key agenda items of regular, not special, meetings. This makes strategy systemic, integrated in operations, not independent of them.

At its simplest, strategic planning is an exercise in answering some basic strategic questions that determine your differentiators:

1) Which?
2) Who?
3) How?

Which market, which product, which service? Who are we targeting? How will we set ourselves apart? How do we compete?

Simply use the answers to those questions to create the parameters, the "lenses" through which everyone in the organization sees it. If they make daily decisions that lead to specific actions based on these strategic parameters, then the "task list" takes care of itself.

By Jeff Arnold, MAM, CAE