Strategic Planning: it’s about creating a movement, not just a plan
Nearly every organization uses strategic planning. Few, however, leverage its full power. Too often people adopt the “usual” definition of strategic planning that goes something like this: strategic planning is a plan or a blueprint for achieving a vision or overarching goal.
While this is true and important, I would contend that strategic planning, at its best, is about CREATING A MOVEMENT in which people with shared interests and passion move ideas strategically into action.
Recently, I’ve kicked off my strategy summits by showing Derek Sivers’s TED Talk “How to start a movement” to help people reframe strategic planning. I do this to communicate that if we can engage and expand upon people’s shared interests and passions, commitment increases, leading to more meaningful business results and a stronger organization. By focusing on creating a movement, company’s not only create a living plan but also unleash a culture of strategic thinkers, actors, innovators, and learners.
Three key ideas that enable this movement are:
- Creating Shared Understanding for Coordinated Action: In order to advance any plan or movement, shared understanding is essential. From creating a shared vision of the future to developing and agreeing on key goals and priorities, it is critical to achieve not only common ground but also higher ground. This means moving beyond competing agendas to embracing “both/and” solutions and improbable pairs. This process is messy and emergent, but critical if people with diverse backgrounds and perspectives are to come together for coordinated action.
- Maximizing Free Choice: Once you have agreed on a shared vision and key goals/priorities, the next step is to organize and plan. People must consider “what” they will do. They must own a piece of the plan – figure out how to participate in the movement. This is where free choice, interest, and passion, intersect. In The Power of Pull: How Small Moves, Smartly Made, Can Set Big Things in Motion, John Hagel describes passion as “a sustained and deep commitment to achieving our full potential and greater capacity for self-expression in a domain that engages us on a personal level.“ He goes on to emphasize that people must integrate passion into their professions. I couldn’t agree more. Bottom-line, where passion and choice thrive so does curiosity, creative solutions, and committed action to bring plans to life.
- Balancing Planning with Improvisation: We do create plans…they’re just part of a bigger picture, a bigger movement. We help organizations create a “strategy on a page” or a “strategy roadmap.” Both help groups move from traditional action planning mode (long laundry lists of activities) to a more adaptive mindset. While the ultimate destination might change, a minimal enabling structure (roadmap) gives people both the confidence to move forward into the unknown and the flexibility to improvise along the way.
If companies can create a shared understanding among their people, honor free choice, bridle the passions people bring to the organization, and allow for improvisation, they can not only achieve coordinated action, they can create a movement. And, a movement is unstoppable.
Related articles
- SOARing from SWOT: four lessons in strategic planning done right by Jen Hetzel Silbert (@jhsilbert) & Tony Silbert (@tonysilbert)
- Reframing the role of a board in strategic planning






Thanks Tony,
Yes I totally agree!
It was Bruce Elkin, I think, who introduced me to the African saying: Knowledge is but a rumour, until it gets into the bones.
Movements generate feelings and it is feelings that are critical in people deciding to DO something.
Jackie Stavros (co-author of the Thin Book of Soar and the AI Handbook) introduced a concept or provocative proposition (in workshops she led here in Australia) which I would like to share.Namely,
What if we made ‘strategy’ part of everybody’s job?
Cheers
This is right on the mark. In health care strategic planning under the old methods will not get us where our patients want us to go. We need to SOAR!
John – thanks so much for your response. Getting it into the bones and tapping into the feelings (passions/interests) as you say are essential for inspired action. I love what Jackie shared about strategy being everyone’s job and I completely agree.
In fact, my next blog will be on poker as a metaphor for strategy in action. The core essence is about unleashing a strategy culture characterized by strategic thinking, strategic action/decision making, strategic learning, and strategic innovation. A culture where everyone understands and is involved in bringing to life (enacting) the strategy. Stay tuned and thanks for your comments. Tony
Hey Donald – Great to hear from you. As someone in the trenches of healthcare strategy, you know there is only so far SWOT and other traditional deficit approaches to strategy will get you.
You mention SOAR (Strengths, Opportunities, Aspirations, and Results), from Jackie Stavros and Gina Hinrichs – great book and great positive reframe of a classic strategic analysis framework. For more information on SOAR, check out: http://innovationpartners.com/our-services/envision-success/strategy/soar.aspx
Thanks again, Tony
Here here! Well said, Tony! Enlivenment – engagement – empowerment – bound to create movement!!!
Brilliant Tony
I feel, reinforced by what you have offered here, that this is a time in history when the enormous positive energy the AI process can create in planning for change needs to be harnessed for nations to come together as never before to find a better place…peace where there is conflict, freedom where there is servitude and opportunity where there has been so little hope for millions of people in this world we live in.
We have been gifted something very special and we have a Destiny to fulfil.
Thanks Tony
Richard
Hey Tony,
Nicely framed and well said. It’s all about ‘holding the space’ and allowing the folks the room to come on in and play! Still having fun? Sometimes, people don’t really understand their own capabilities. It’s up to us to help them see and really ‘get’ what is possible.
Helene
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