What’s the Strategic in Strategic Thinking and Planning?
Why bother learning how to think, decide, prioritize and plan more strategically?
Most of us are “getting through” life and work reasonably using our current thinking skills and abilities, experience and knowledge. Why bother with continuing to learn and practice the specifics of strategic thinking and planning?
In this blog, I offer some of my material from a strategic thinking course that I have developed for government leaders as well as material from our learning modules and the key strategic planning model that I use.
We’ve chosen to speak about both because strategic thinking is the foundation for strategic planning. What’s the difference between the two, you ask? Strategic thinking is a skill set that can be applied to any complex problem solving process. It is a skill that can be used on a daily basis, on your own or in groups. Strategic planning is an application of strategic thinking that involves teams, organizations or communities. It is typically conducted every 3-5 years to help groups grow and continually evolve to address changing needs.
I hope that our sharing today inspires you to be intentional around developing this skill of strategy making as well as carefully choosing the strategic planning model that will best suit your needs. We offer some great resources at the end of this article.
Why do we need to be strategic?
Here are just a few global factors which suggest we absolutely need to be more strategic than in the past:
- non-stop change especially in technology and ways we communicate
- dwindling resources
- aging workforce in some part of the world
- underutilized younger workforce in many parts of the world
- climate change – strengthening the need for sustainable actions
- trend in moving from hierarchical leadership to more facilitative leadership
- sophisticated customers
- almost unlimited access to ideas and information around the world
What is Strategic Thinking
Strategic thinking is a combination of many modes of thinking, including analytical, creative, visionary, contradictional, tactical, gut-feeling (intuitive), chronological, holistic, and critical among others.
When do you use Strategic Thinking?
Use strategic thinking when you:
- Have a difficult “roadblock” that impedes your ability to meet a goal or a future desired state
- Have a group of experts in the room that need to work together to solve a complex problem
- Want to focus on the long-term versus the short term
- Want to use what you have to maximum advantage [i.e. leverage]
- Want to not “do things the way they have always been done around here”
- Have inaccurate information and/or conclusions, and are able to treat any conclusions as tentative or hypotheses
What are the steps to strategic thinking?
(Adapted by Barbara MacKay from: Technology of Participation, Herrmann Brain Dominance theory and others)
1. Defining the current state.
Type of thinking: Analytical, linear
Tips: You are scanning the internal and external environment for everything you know about the situation. You are objectively describing what exists now – both good and bad as though you were an outside neutral observer.
2. Imagining a different future desired state.
Type of thinking: Visionary, forward-thinking
Tips: You need to be relaxed to be able to think positively about a current bad situation. Suspend judgement and disbelief.
3. Broadening your understanding of the environment.
Type of thinking: Chronological, preventative, wholistic
Tips: You are being honest and realistic about your current resources and abilities to rectify or change a situation. You are also being thoughtful around future opportunities and threats.
4. Articulating the underlying obstacles.
Type of thinking: Critical and contradictional
Tips: You want to avoid using any “excuses” related to time or money. It is never about time or money. You are as accurate as possible about identifying root causes. Keep asking yourself “why?”
5. Brainstorming strategic priorities/options.
Type of thinking: Strategic/ intuitive around ideas and people
Tips: Aim for both “tried and true” and “bold and new” ideas and actions. Borrow or beg “shamelessly” from other people’s “good” ideas or projects elsewhere.
6. Developing tactics that fall within realm of one of the strategic priorities.
Type of thinking: Tactical/Sequential
Tips: Be as specific as possible. Aim for S.M.A.R.T. ideas (specific, measurable, accomplishable, realistic, and timely)
What is Strategic Planning
Here is what Wikipedia says, “Strategic planning is an organization’s process of defining its strategy, or direction, and making decisions on allocating its resources to pursue this strategy. It may also extend to control mechanisms for guiding the implementation of the strategy.”
A second definition we found was, “A systematic process of envisioning a desired future, and translating this vision into broadly defined goals or objectives and a sequence of steps to achieve them. In contrast to tactical planning (which focuses at achieving narrowly defined interim objectives with predetermined means), strategic planning looks at the wider picture and is flexible in choice of its means.” (businessdictionary.com)
Based on our thinking on strategic thinking above, we would urge you to also consider that strategic is about ensuring you and the group really dig deeply to look at what gets in the way of implementing your vision. This means looking at root causes or in the Technology of Participation (ToP) model of strategic planning, we call this contradictions to the vision. This is a unique piece in the ToP method that we have found to be extremely valuable to organizations and groups.
When do you do strategic planning?
Some common scenarios that lead people to the need for strategic planning include:
- Structural Changes. Your organization has recently acquired, been acquired or merged with other departments or organizations. When this happens you need to bring together different cultures, address mistrust and often adjust your mission statement. Or, you have had a lot of changes in personnel – new leaders, key staff are coming on board.
- Economic Changes. Your organization has recently had a significant increase or decrease in funding. You may need to make some hard choices about priorities because you either have fewer resources to do the work of the organization or you seem to have lost your mission focus.
- Policy Changes. Your board or senior leadership teams have decided to address a social or health issue you haven’t focused on before. Or, you are focusing on a new target group, product or service. You need to know how these changes affect the overall mission and values of the organization and move carefully to implement them.
What are the steps to strategic planning?
Strategic planning models very a lot. They usually all have vision, goals, objectives and action plans. We would say this is not enough to make a plan strategic. To be strategic, you must also look at strategic issues or obstacles to the vision. Then, you can systematically devise ways to overcome the root issues and move you closer to the vision with strategic actions. You should also end up with three to four core foci (strategic goals or directions) that help you make decisions about what to put your energy into in the future. The photo on the right is an example of a well worded strategic goal or direction. Every important or high impact decision that comes up after a planning process should be screened. Those decisions must support or help move forward one of more of your strategic goals or directions.
Most people experience some fear and/or frustration with strategic planning largely because it is not done in an inclusive way or it fails to address the root issues that the organization is facing. You want to use a process that gives you a deeper appreciation and understanding of exactly what is needed, at this moment in time. It feels truly magical when you have good processes to do this. When you include all the critical steps, incorporate sound processes for strategic planning and have an experienced facilitator guiding you, you will find yourself falling in love with strategic thinking and planning.
You Can Master Strategic Planning
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