Category Archives: Planning Skills

The Two Strategic Questions

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When I was in journalism, I was taught to answer the 4 “W”s. Who, what, where and when?

This is planning season and companies across the globe are asking those questions. The multi-day retreat is called strategic planning, but in most cases, it is tactical planning. Here are the questions again, only two are strategic.

  • Who?
  • What?
  • Where?
  • When?
  • How? (I know it doesn’t start with “W”)
  • Which?
  • Why?

The responses to the list are mostly tactical.

Given two or more choices (and there are always at least two choices), which choice fits our strategy? Given two or more choices, why would we choose one over another? Those are the strategic questions.

Fear and Hesitation

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“Let’s hear the self-talk,” I said.

Lucy began to describe her vision of the project as it would be completed. Her words were tentative. “When we finish the project, the new territory should be ours. The competitors will think twice about ignoring our expertise. The client should have a new-found respect for us.”

“Not bad, for starters,” I said. “I want you to try something different. Pretend the project is already finished. Close your eyes and visualize that we are one day beyond the project’s completion. Now open your eyes and describe it again.”

It took Lucy a moment for it to sink in. I could see her eyes blink hard as she moved her mind into the future. “We finished the project and the new territory is ours. The competitors cannot ignore our expertise in this marketplace. The client has a new-found respect for us.”

“Lucy, it is more than just confidence. What else is different when you talk like that?”

“When I transport myself into the future, all of the problems that get in the way and slow us down are gone. All of the hurdles have vanished.”

The power of visualization, to a real time in the future, works to conquer more than problems. It conquers the fear and hesitation of moving forward.

Planning, Goals and Objectives

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From the Ask Tom mailbag –

Question:
My role has expanded recently and as a manager, I am expected to participate in our annual goal setting exercise, including setting expectations for my team. How would you suggest I approach this task? I recognize that communicating context is critical.

Response:
Congratulations. Welcome to your new role. Goal setting is actually the second step, not the first in your organizations annual planning exercise. Before you can set goals for yourself and expectations for your team, you have to understand where the organization is going. That always starts at the top of the organization, and, it appears you are now part of that circle.

  • S-V – Business Unit President, goals and objectives, 5-10 years, mission, vision.
  • S-IV – Executive Managers, goals and objectives, 2-5 years, multi-system integration.
  • S-III – Manager, goals and objectives, 1-2 years, single system, single critical path.
  • S-II – Supervisor, goals and objectives, 3-12 months, implementation, execution.
  • S-I – Production, goals and objectives, 1 day-3 months, production.

    • Each layer in the organization should be thinking about, and asking questions related to context at the next level up. It all starts at the top with Mission, Vision. I hold the Business Unit President accountable for leading that discussion, arriving at and defining some conclusions. Then, toward that Mission, Vision, each layer begins to grapple with defining the tasks and activities (the work) including stated targets for each objective.

    The approach, for you, will be to get your arms around the way your company expresses itself in these cascading sets of goals and objectives. Some companies are very formal, some informal, some are loose. Speak directly with your immediate manager.

    • How did the process go last year?
    • How were the results of last year’s process stated, or published?
    • Can you get a copy of last year’s planning output?
    • Is there a schedule for this year’s planning?
    • What preparation do most managers complete prior to the planning process?
    • What data needs to be gathered?
    • Specifically, what formal documentation do you need to produce, as a new manager in your company?
    • Does your planning need to coordinate with anyone else’s plan?
    • Does your plan need to include budget and costs?
    • What has changed during the past 12 months? In your market? In your company? In your department? With your team?
    • What changes in the future do you need to be aware of that might impact your plan?
    • How will the elements of your plan need to be broken down and communicated to your team?
    • When will your plan need to be communicated to your team?
    • What feedback from your team will you need to collect in the preparation of your plan?
    • What milestones will you track (key performance indicators) to make sure your plan stays on track?
    • How often will you review those milestones with your manager?

    That’s probably enough for now.

Growing Pains

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“He was my best supervisor, and, now, it’s like he went brain-dead,” Marie complained. “James always followed things by the book. A stickler with rules. Some of our services are life and death, so rules are good. But, now, he questions, pushes back on certain decisions.”

“What else has changed?” I asked.

“When he pushes back, he is unsure of himself. When he enforced a rule, he was authoritative, sure of himself, gave off a sense of reliability. His team followed him with the confidence that he would not lead them astray. Now, when he pushes back, his team is confused. Execution slows down.”

“Example?” I pressed.

“We work in complicated projects with other teams. There is a project schedule that requires we show up at a certain time. James always shows up with a full crew, tools ready with all our materials. Now, sometimes, the project isn’t ready when we show up, so we can’t do our work. James always documents the delay to support our claim for costs, you know, full crew, mobilization.”

“And, our contract requires that,” I confirmed. “What now?”

“Now, James is checking the project status the day before to see if the project is ready. He questions showing up if our project segment can’t be completed the next day. I mean, he’s right, but now, his crew is confused. Are they supposed to show up if the project isn’t ready? Now, they begin to question the accuracy of our project schedules. I hear bitching and complaining that we, as a company, are unrealistic, and that James in particular doesn’t know what he is doing. Most of the time, it’s not James, the fault lies in some other project segment over which we have no control.”

Timespan of Discretion

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“Your goal is to make it all happen according to your schedule?” I continued. “Sounds easy. Can’t you just make up a schedule and tell everyone they have to follow it?”

Taylor chuckled and shook his head. “I wish. No, my schedule has to meet the Contractor’s schedule and it has to mesh with all the sub-trades on the job. And most importantly, my schedule has to be tight enough to match the budget and man-hours in our original estimate. There are a thousand things that have to go right. By the way, we have 30 other projects that will happen during this same twenty two months.”

“So, let’s talk about the decisions that go along with your goal. Every role has decisions that must be made. That’s the work that must be done. Your effectiveness in managing this schedule depends on the decisions that you make. When I look at the Timespan of your goals, I also look at the Timespan of your decisions, your Timespan of Discretion.”

Planning and Execution

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From the Ask Tom mailbag:

Question:

I have been with the company for only 7 months now, and am very thankful I’ve found this site.

The biggest problem I face is three years of rapid growth in a family owned company. The culture is not keeping up with the changes in methods required to handle the increased volume. People still are working from memory instead of set processes, and are reluctant to train others in what they were solely responsible for years. Trying to force these changes seems to only increase turnover.

How can I influence my “older,” and most valued for technical skills, employees to change their ways of thinking?

Response:

If you continue to force these changes, turnover will eventually remove the resistance, and that’s not likely your intention.

In the meantime, think about these two things, planning and execution. Of the two, which is more difficult?

Flawless execution, to the fundamental processes, with speed and accuracy is best accomplished under a form of organization government known as a dictatorship; tyrannical may be the most effective. (BTW, you cannot be the dictator).

But, to be able to execute flawlessly, requires a planning process to support it. And this planning process must be created under a very different form of organizational government, a democracy. I know it is slow, requires participation, accommodation, discussion with divergent points of view, but it is absolutely necessary.

Plan like a democracy, execute like a dictatorship. It sounds as if you have things backwards. You are planning like a dictator, and you experience democratic execution. You are dictating and forcing processes, but the execution is slow, with much discussion (grumbling), divergent points of view and resistance.

You have to reverse the process. Plan like a democracy, execute like a dictator. Call a meeting. Explain the situation. You have increasing volume and the need for greater speed. Tell them the meeting will reconvene in twenty four hours, at which time, you will listen to their plan to handle the increased volume. Adjourn the meeting.
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This process is explained in more detail in Driving Force by Peter Schutz.

For Well Over a Decade

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“But, I thought, to do planning, the first step was to create some goals?” asked Nicole. “That’s what we have always done.”

I nodded. “That’s where most people start. And goals are important.” I stopped. “How do we make sure we are going after the right goals? And how do we make sure the targets are set high enough?”

“Well, we have to know where we are headed,” Nicole replied.

“Exactly, and that is what we have to define first.”

Nicole winced.

“There are a number of ways to do that,” I said. “We could take a picture, draw a picture, describe a picture of where we are going?”

“What do you mean?”

“A company I know, just finished a brand new building, something, as a team, they had been working toward as long as I knew them. For years, hanging on the wall, there was an artist’s rendering of that building. That was it. That was the vision. And everyone who walked by or sat in that office knew precisely where the company was headed.

“Year after year, without wavering, that picture stood inside the heads of the management team. It drove them to perform with that single thought in mind. Two weeks ago, they had their grand opening. It is amazing how that single visual picture drove their thinking, their performance, their goals for well over a decade.

“The first step in planning is vision.”

The Future Looks Like?

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Miriam creeped into the conference so as not to disturb the rest of the meeting. Everyone was working hard on their business plan for 2021. “I’m having a bit of trouble,” she said. “I know all the steps for the plan, but I am just stuck.”

“And step one is what?” I asked. We were working with a structured planning model.

“Step one is to create the vision for my department. And that was easy. I think I got it all captured in a couple of sentences. It’s the rest of the plan that I am having difficulty with.”

“Interesting,” I replied, “that you can capture that much detail in two sentences.”

“Well, you are right,” Miriam confessed. “There isn’t a lot of detail, but I thought it would be better if it was short.”

“Miriam, here is the way the vision part of the plan works. The more detailed it is, the clearer the images are, the easier it is to write the rest of the plan. Instead of two sentences, write two pages. I want to know who your customers are and what services you provide. You probably have more than one customer segment, tell me how they are different and how your services to each are different? Tell me what position you hold in the marketplace, what your market share is? Who are your competitors? Tell me what your competitive advantage is, what are your core competencies? Who are your key personnel, how do you find them, how do you grow them? Tell me about your facilities, your plant? How do you control quality? How do you guarantee performance?”

Miriam left the room with a bit of thinking to do. A couple of days later, I read her vision statement. It contained all the detail we talked about and more. The plan that followed was clear and detailed, all driven by a carefully constructed word picture of the future.

The first step in the plan is vision.

Speed of Necessity

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What’s changed? In your market, in your industry, in your company, in your team, with yourself?

COVID accelerated many things that were already in play. This acceleration was not brought about because COVID released us to do new things, but because COVID constrained us. Our response to new constraints quickly moved us to change. Change is not fun, most immediately has a negative impact on profit, so why do we do it?

We change because it is necessary, the mother of invention. Human beings have always adapted. Just, not so rapidly as now.

There is a software programming methodology called agile, successfully adapted to other work scenarios. Agile, typically organized in two week sprint intervals, doesn’t mean we work really hard to get everything finished in two weeks. Code written, tested, de-bugged, tested, de-bugged, published.

Agile means every two weeks, we stop. We take inventory, where we have come, progress made, but most importantly, to take inventory of what has changed. What has changed in your market, in your industry, in your company, in your team, with yourself?

And, to take inventory to remind us of purpose. The easy questions ask whether our activity, our work, moved us toward our purpose, or away from our purpose. The harder questions ask if our purpose is still valid in the midst of change.

The Plan and Its Train Wreck

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“Why is planning so important?” I asked.

“Well, if we have a plan, we know what to do,” Susan replied.

“And, if we know what to do, then we will get what we want in terms of the outcome?” I pressed.

“Well, most of the time.”

I shook my head. “Rarely. Planning only works until its train wreck with reality. Most of the time, things turn out the way they turn out, regardless of the plan. So, why is planning so important?”

It was Susan’s turn to shake her head. So, I continued.

“Think about planning as the mental exercise of anticipation.”

Susan’s head shaking became a nod. “Anticipation sounds like what ifs. We don’t know the what ifs in the future, all we can do is guess. What if we guess wrong?”

“So, our planning has to include what if-yes and what if-no,” I said. “And, is there more than one variable in the future?”

“Always more than one variable,” Susan replied.

“And, if we take variable A-yes, variable A-no and variable B-yes, variable B-no, that gives us four quadrants to plan in.”

Susan jumped in. “And if we take short-term and long term slices.” Susan stopped.

ScenarioPlan

“Planning is the mental preparation for making decisions down the road in the face of uncertainty,” she continued. “And the further into the future we plan, the more uncertainty there is. It is not the plan on the piece of paper that matters. It’s the mental fitness, exercised by planning, that makes the difference in the problems that must be solved and the decisions that must be made.”
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For more information on scenario planning, visit Gideon Malherbe.