Category Archives: Planning Skills

The Rhumb Line

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In sailing, the rhumb line refers to the navigation direction, the line between two points, getting from here to there. Before we can get there, we have to figure out where there is, or what there is, or who there is. Without the destination, we have no rhumb line to guide us.

We spend a lot of time figuring out how we are going to get there, without thinking about where it is we want to go.  And, taking a team along with us.  Will it be fruitful to travel there? What lies at the destination? Will arriving be worth the trouble along the way? And, there is always trouble along the way. So, when you pick your destination, aim high.

Compared to What?

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“We finally nailed down all the details. I think we understand our situation. We understand the players and all the pieces,” Sebastian declared.

“Compared to what?” I asked.

“What do you mean, compared to what?” he wanted to know.

“Just because you have a collection of assembled facts doesn’t tell you much, except what may be behind you in time. How does this collection of data help you get where you want to go? How does your understanding of the current situation prepare you for the destination? Who are the players now and who are the players that will be with you when you arrive? What gifts and contributions exist in your players relative to the obstacles you will encounter? And, all the pieces? You never know all the pieces.”

Certainty or Readiness

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“But, I want my plan to be realistic,” Tyler protested. “I want to think about the most likely scenario, and set in place the steps to meet our objectives.”

“Yes, but the most likely scenario rarely happens,” I replied. “Planning is all about readiness. Your realistic plan may be wrong, and the steps you set in place may lead you down a path of futility.”

“But I still have to have a plan, don’t I?”

“Yes, a plan that considers a number of scenarios, with contingencies and alternate paths to the goal. A plan is less about certainty and more about readiness.”

What the Goal Doesn’t Tell

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“But, can’t we celebrate for just a moment? It has been a good year,” Yolanda was insistent.

“Yes, indeed. Celebrate the moment. And, there were good moments. But, what does that tell you about the future? Achieving this year’s goal tells you the mark in relation to your forecast, which was created a year ago. Where is your current journey and where are you along that path? Achieving your goal in relation to a forecast doesn’t tell you what went wrong that you can learn from. Achieving your goal doesn’t tell you where you could be if you had taken a different path. Achieving your goal doesn’t tell you about the preparations you took, the capacity your team developed, or didn’t develop.  It doesn’t tell you how good your competitors are, what the market was like or if you have the right people.  It doesn’t tell you who, on your team, has potential.  It’s fine to have the goal as a mark, but focus on the things that drive the goal.  Those are the rich moments in your journey.”

The Frame of the Plan

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“You set me on a path to think more clearly about the future in our planning,” Kylie informed me. “But what I am thinking, might not be finished in the timeframe of this plan.”

“Extraordinary achievement is not the goal, which may be outside of the timeframe of your plan. Extraordinary achievement is a way of life. It is the journey toward the goal.”

“But my Board wants me to have a plan for next year, in fact, they want me to have a plan for next quarter,” Kylie was stumped.

“Yes, to achieve something extraordinary, your company has to be in a healthy state. Next quarter requires solid action. But, if all you ever think about is short term results, eventually your success will be short termed. If all you ever do is the minimum, pretty soon, your minimum becomes your maximum.”

New Patterns

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“A blank sheet doesn’t give me much guidance,” Kylie announced.

“Agreed,” I replied. “But if you are going to create unconventional results, you have to think differently. Creativity is all about the future. If we could be creative simply by thinking about the past, we would all be successful. But, we’re not. Only those who imagine the future will create it.”

“I am still stuck with a blank sheet,” Kylie repeated.

“You are very good at analysis. Think of all the elements that might impact your future, things like market trends, regulation, labor, technology. Think about where those are headed, what is their direction? What events might bend their path? Then what happens? Draw those trajectories onto the edge of your blank sheet. See where they intersect.”

“My blank sheet isn’t blank anymore,” Kylie smiled. “In fact, it is become cluttered with new patterns.”

Spend Time in Chaos

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One foot in order and one foot in chaos. It is important for a company to get good at something and be able to deliver that in an efficient manner. That’s order.

Simultaneously, a company must spend time improving its product or service, discovering a new product or service, finding a new market segment. That’s chaos.

A company cannot sock away all the fruits (profit) of its labor. Some of those fruits have to be reinvested in chaos. It seems counterintuitive, sometimes unproductive, often painful. But it must be done, because eventually, your market will demand it.

Before Someone Finds Out

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Saul was reluctant.  “Okay, you want to know what the work is for a project manager?  I’ll tell you.  You show up early, before everyone else, so it’s quiet and you can think.”

“That’s a good start,” I replied.  “What do you think about?”

“You get out the first project folder.  You don’t even have to open it,” Saul chuckled. 

I looked at him sideways.  “You don’t have to open it?”

“Of course not.  You already know what’s inside.  You better know what’s inside.  You sit there, in the quiet and think about what is going to happen today.  It’s a rehearsal.  What is going to happen, step by step?  Until you hit that ‘Oh, shit’ moment.  You imagine what you forgot yesterday that is going to settle out today.”

It was my turn to smile.  “It’s early in the morning, so you still have time to fix it.”

“Well, yes, fix it, of course,” Saul was deep in imagination.  “But, more importantly, fix it so no one finds out that you forgot something important.”

“So, that’s what you want your project managers to do?  Show up early and fix things so no one finds out?” I asked.

“Oh, hell no,”  Saul replied.

What’s the Work?

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“What’s the work?” I asked.

“What do you mean?” Saul replied.

“You are trying to figure out how come every person you put in this role, underperforms,” I explained the question.

Saul shook his head.  “Look, it’s a project manager role.  They are supposed to handle things.  They get the estimate from the preconstruction department.  There is stuff they have to buy out, including subcontractors.  They have a project due date they have to back into.  How hard could it be?”

“Apparently, it’s harder than you think,” I nodded.  “For you, it seems easy, at least easy for you to spot when things aren’t going so well.  But, if every person you put in the role seems to fail, maybe the problem isn’t the person.  Maybe the problem is you.”

“I’ve been a manager at this company for seven years,” Saul seemed a bit prickly.  “Over the years, we’ve had some great projects.”

“Yes, but how many great project managers have you had?  And, the great projects, were they really that great, or do you only remember the ones that had a great margin already built in?”

“If you really have a beef with who we get as project managers, maybe you should talk to HR, they’re the ones who serve up the candidates.”

“I’m not talking to HR.  I am talking to you,” I said.  “I can’t hold HR accountable for the output of your project managers.  You are the one I hold accountable.”

Saul stopped.  His eyes looked up, but no answers there.  “If you are going to stare me down, where do you think I should start?”  It was a question, but with a chill of challenge in it.

“What’s the work?” I asked, for the second time.  “It’s all about the work.”

Act of Creation

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From the Ask Tom mailbag –

Question:
I see the guidelines for creating a vision, but it seems a little far-fetched. Actually, I think most vision statements are far-fetched. They are too vague, or too warm and fuzzy. They describe a world that doesn’t exist.

Response:
Exactly, a world that doesn’t exist. Planning is about creating the future. And you are right, most vision statements are too vague. A vision statement should describe a specific point in time and should be detailed, rather than vague. Whenever I write a plan, my vision statement is often the longest part of the whole plan. It is detailed in its description of how things look and how things work. The more descriptive the vision, the easier the rest of planning steps flow.