“Why do you think you never looked at your plan this past year?” I asked. Rachel was quite interested in making her 2007 plan different.

“I’m not sure,” she replied. “It was almost like it didn’t matter. We could re-read it and talk about, but it still didn’t seem to matter all that much.”

“That’s why purpose is so important. That’s why purpose is the first step. Purpose drives the rest of the plan. Without a well defined purpose, your plan will be uninteresting and just sit on the shelf.”

“So, we really need to have a purpose,” Rachel was nodding, enthusiasm creeping across her face.

“No,” I said. Rachel’s face turned quizzical. “You don’t need to have a purpose. You need to find a purpose that has you. You need to find a purpose that has a hold on you so tight that you can’t stop thinking about it. You need to find a purpose that captures you. When you find that purpose, you won’t have any problem pulling your plan off the shelf and working it.

“Find a purpose that has you.” -TF

“Why and which?” Rachel repeated. We had been talking about planning. Come the first week in January, Rachel had to present her 2007 plan to the rest of her management team.

“How did you approach this plan last year?” I asked.

“I’m not sure, seems like we just got the group together and set some goals for the year.”

“Interesting. And, how did that work out?”

“It’s funny,” Rachel said. Her eyes wandered to the ceiling. “We never really looked at them again, until last week when I started thinking about 2007.”

“Did you accomplish any of the things you set out to do?”

“We knocked a couple of things off the list, but I have to tell you, some of the stuff didn’t even matter. It was really kind of vague.”

“So, why did you create the plan?” I asked.

“Because we were supposed to,” Rachel replied.

“So, you never really asked the question –why-?”

“Maybe, you are right, that is the first question.”

“I am just not sure where to start,” said Rachel. “We have to start working, now, toward a planning meeting scheduled for December. This is important, but I am not sure about the first step.”

“Think about the journalism questions that every reporter must ask,” I instructed.

Rachel started working these over in her head.

• “Who?
• What?
• Where?
• When?
• How?”

“There are two more questions,” I prompted.

• “Why?”

“The last question is the tough one, escapes most people,” I lamented. Rachel finally shrugged her shoulders.

“Which?” I responded. “So, which of these questions are strategic?”

Again, Rachel began to test each of the questions. None passed the test until she arrived at why and which.

“Most managers spend their day thinking about what and how, but first, we have to look at why (purpose) and which (strategic decisions based on purpose).”

During the next 60 days, as a manager, you are likely to participate in either tactical planning for 2007 or strategic planning for 2008 and beyond. Remember, the first questions are about purpose and direction. Ask why and which, before you ask what and how. -TF

The planning session was almost over. The team energy was pumped up. Well, all except for Audrey. Her expression was only remarkable in contrast to the upbeat tempo of the rest of the team.

“Audrey, what do you think?” I asked. She was startled, the question was unexpected.

“What do you mean?” she said.

“You are a senior member of this team. You have been around. We have been working on this plan for a couple of hours, what are we missing?”

Though Audrey had been thinking, she had not prepared herself to share these thoughts.

“You are right. I think we are missing a big step here,” she finally said. “I have seen plans like this fail before. Here. In this company. The plan sounds good. It is a worthy target, but we have to get there. We can get all excited, give stump speeches to all of our work groups, but until we translate.” She stopped. “Yes, that’s the word. Translate. We have to translate this plan into the things we do every day to make this happen. If we don’t figure that out, time will go by and we won’t see the progress we expect.

“We have to connect our everyday disciplines to this larger plan. If we don’t the plan will fail.” -TF

Lonnie had been working hard to change the way his team responded to problems on the manufacturing floor.

“I keep telling them that we need to be proactive,” he said. Lonnie wasn’t defensive, but you could tell he wasn’t having any fun.

“So, tell me what happens?” I asked.

Lonnie shook his head. “It’s just day after day. The problems jump up. You know, it’s not like we don’t have a clue. We know what problems customers are going to have. Heck, we even know which customers are going to call us. We just don’t ever get ahead of the curve.”

“Lonnie, being reactive is easy. It doesn’t require any advance thinking, or planning, or anticipating. Being reactive just happens.

“Being proactive, however, requires an enormous amount of conscious thinking. It doesn’t just happen. You have to make it happen. You have to make it happen by design.

“At the beginning of the day, I want you to gather your team together. Show them a list of the work you are doing for the day and for which customers. Then ask these two questions.

What could go wrong today?

What can we do to prevent that from going wrong?

Lonnie smiled. “That’s it?” he asked.

“That’s it.” -TF

“What was the major benefit of this exercise?” I asked. For the past two weeks, we had been planning intensive. Every meeting with every company was about their plan for the year. It was over. The confetti was on the floor and all the marching bands had gone home.

For the past three days, I had met with three different groups, each group member presenting their plan that they had worked so hard to create. The groups had ripped them apart and put them back together.

I was packing my flipchart. Emily was hanging around. I stopped packing and asked her again, “What was the major benefit of this exercise?”

“You know, at first, I thought I was preparing this plan to show my group how smart I was, how I had everything together. Everything was geared toward this meeting, but now that it’s over, I realize, all this work wasn’t for them.”

“No, it wasn’t,” I confirmed.

“It was for me. It was for me to get my head straight for the year.” Emily smiled and tucked her plan under her arm. “Gotta, go. Gotta go, gitter done.” -TF

“Where’s the beef?” Paul was standing at the front. For the past ten minutes, he had been explaining his plan for the year. At the end of his presentation, I broke the group into four teams of three. Each team had two minutes to prepare three questions. His presentation had been nice.

“Where’s the beef?” repeated Marilyn. “You say, this year, you are going to try to become the premier service provider in the tri-county area, by exceeding the expectations of your customers. But I don’t know what that means. It sounds like the same thing your competitor is saying. It’s all fluff, meaningless. If I was your customer, (and, by the way, I am), and you told me that, I would think you are full of crap.

“If you are going to exceed my expectations, I want you to define your service level. How long will it take for you to respond on-site? To what specifications will the work be done? What kind of written guarantee will you sign? Will I pay exactly what you quoted on the phone for the work?

“Get specific. If you want to become the premier provider, you can’t just say it; you have to get specific about your level of service.”

Good job, Marilyn. -TF

“So, it’s January 11, and you are all assembled here to present your plans for the year. First, I want you to know how unique this is. Most organizations, in spite of the push for planning, are still in the writing process and will likely never finish their plan. This means they will continue to run their companies without any strategic direction.”

This is my speech today to an executive group assembled for the sole purpose of grilling each other about their 2006 Business Plans.

“These companies will be subject to the whims of the marketplace. They will react as best they can without a plan. It’s like calling an audible on the football field for a play that only exists in the mind of the quarterback.

“It’s eleven days into the new year and you know what you want. Today, you will likely get beat up by this group. Tomorrow, you will be ready to present this plan to your teams back at the office. You are ready to lead.” -TF