Applying Agile Concepts to Strategic Planning

The Agile Manifesto may have been written initially for software, but its application to Strategic Planning works and it changes Strategic Planning from an event into a process. So, why not apply Agile concepts to Strategic Planning? I believe that planning should be a process not an event.  See “Swift” Strategic Planning.

I facilitated an Agile Strategic Plan for a group of organizational leaders who had hired a consultant a few years prior and the plan wasn’t working for them. The consultant took the leaders off-site for a week to work out their plan. The plan ended up being 84 pages long with loads of Baldrige Key Performance Indicators, but the plan ended up as “shelfware” for two years. The leaders wanted me to develop the plan a different way, so I applied Agile values to make the plan useful, as follows:

  • Individuals and interactions over processes and tools.
  • Working software (plan in this case) over comprehensive documentation.
  • Customer collaboration over contract negotiation.
  • Responding to change over following a plan.

First of all, we set a plan target of four pages long – the length of the U.S. Constitution. That’s adhering to the second value – working plan over comprehensive documentation. Reading 4 pages, versus reading 84 pages, makes a big difference. It also means that it makes it easier for the stakeholders to absorb and understand the plan, making it useful.

Looking at the first value, individuals and interactions over processes and tools, we developed the plan in facilitated workshops. Structuring the workshops to include multiple layers of leadership as participants incorporated the third value, customer collaboration over contract negotiation. We kept it simple, i.e., no complex processes. The leaders of the organization knew their industry – if not, strategic planning was not the solution to a lack of industry knowledge.

We further followed the Agile values by scheduling the facilitated workshops to last 4- to 8-hours to occur once a month. That meant that we never attempted to hammer out the entire plan in one workshop and each subsequent workshop began by reviewing the feedback and suggestions. We defined each “sprint” to define a portion of the plan, e.g., a complete Mission statement or a complete Vision, or a complete SWOT. In between, the leaders took what they had developed and shared it with others gathering feedback and suggestions. This brought in stakeholder collaboration and interaction.

Finally, once the Agile Strategic Plan was complete, the organization leaders defined a process for continuous review. They assigned a person to manage the plan and they reviewed the plan at every monthly staff meeting. The review was for progress, changes, and additions – i.e., it was a living plan and never “complete”. That supported the fourth value of responding to change over following a plan.

In addition to following the Agile values, we also were able to follow the Agile principles. Our measure of success was the plan. We provided continuous delivery of a working product and welcomed changes through the iterative workshops (“sprints”). Stakeholders were involved and leaders were motivated in a supportive environment. Face-to-face conversations were the norm in gathering feedback and suggestions. Sustainable development was accomplished through short, iterative workshops with continuous attention to excellence, good design, and simplicity enabling the plan to be useful. In the facilitated workshops, the leaders drove the process and we began each workshop with a reflection on previous work to improve following work.

Developing a Strategic Plan once a year and then waiting until the next planning cycle to update, makes no sense – the world doesn’t wait.

Hopes for 2017

“My Hopes for 2017”

Since 2016 has been viewed as a not so good year, I wanted to look at 2017 with optimism.  My hopes for 2017:

For all:

Let’s eliminate polarizing groups.  No one group has all the right answers and we need to work together to solve the problems facing humanity.  We do this by replacing judgment with dialog.

Let’s make collaboration a reality instead of a “buzzword”.  In 2016, much was written about collaboration, but it tended to focus more on tools and working together.  I believe that collaboration is far more than that.  We do this by building trust and understanding “how to” share ideas, listen, and build on each other’s strengths.

Let’s make Diversity a standard.  The trend towards parochialism undermines diversity.  Diverse environments are stronger – whether you are talking about sociology, science, other.  We do this by embracing Diversity so racism becomes unacceptable.

Let’s make fake news a thing of the past – this is not “freedom of speech”.  We need to hold our news sources accountable.  We do this by not looking only for those who support our pre-conceived ideas, but looking for those that present facts instead of opinions.

Let’s support peace.  In 2016, for the first time, there was no armed conflict in the Western Hemisphere.  We do this by supporting peace and those promoting peace to spread to all hemispheres.

For Companies:

I hope that companies realize the importance of preparing their people for the 21st Century.  Technology is important but without people, where would technology be?  The critical skills for success needed to prepare people for the 21st Century are: self-awareness and emotional intelligence, team building and trust, communication skills, critical thinking, innovative problem-solving, collaborative solutions, etc.  As we move towards an era when outsourcing is commonplace, co-creating, co-working, and the gig economy increases, these critical skills become crucial.

I hope that companies realize that with Data, they need to develop a plan and a business model.  Data, Big Data, IoT, etc., are all the rage, as they should be, but like many other trends (or fads) in the past, automation helps but companies need to understand what the data means, how it’s to be used, and their needs.  Without that, data is simply noiseData needs understanding to become information and then knowledge.

I hope that companies realize that strategy is “not” dead – strategy is never dead.  A fast-changing environment needs strategies more than tactics – you either lead or follow.  With Strategies, you lead.  However, companies need to realize that with Strategies, a living plan exceeds a static plan.  You cannot create static strategies in this environment; they need to be flexible, agile, and understood by all – making it an ongoing process, not an event.

For Group Facilitation Skills:

I hope to see structured facilitation become less formal and more of a standard practice with group facilitation skills becoming a core skill set of many roles.

I hope to see companies recognize the importance of Group Facilitation Skills training.  The ability to engage people in effective communication, decision-making, and problem-solving is a skill set that cannot be outsourced.  Increasingly, these skills are being included as core competencies in many jobs/roles because they contribute to the overall well-being of any organization.  They are trainable and make a significant impact to the bottom line.

I hope to see companies recognize that Process Skills are as important as People Skills.  People skills are absolutely necessary, however the group must also build something of value – that requires a thought process.  This is crucial to building something of value.  A thought process is not a procedure – it is a thinking process that takes people from point A to Z in making decisions, solving problems, etc.  Meetings without thought processes do not succeed.  People Skills combined with Process Skills enable collaboration.

I hope to see Virtual Meetings become productive using group facilitation skills.  These are viewed as cost-effective meetings by saving travel.  They have become a standard, but virtual meetings do not enable teaming – trust is lacking.  Implementing them requires thought to ensure engagement and overcome the barriers that impede teaming.  In virtual meetings, building trust is crucial.

For me:

I hope to train all y’all this year!

I hope Millie, Sean, Al, and I continue to be healthy and close – working with your family is a challenging adventure and I wouldn’t miss it for the world.

Last, but not least:

Thank you for your loyalty and I wish all y’all a Healthy and Prosperous Year!gary rush facilitation