Step 1: Anchor the Strategy-Purpose Loop
- Traditional strategy often treats purpose as a perfunctory add-on. In a participative model, purpose frames strategy, while strategy, in turn, shapes purpose.
- Identify your ‘North Star’: Articulate a clear, intuitive direction that helps staff navigate even when the ‘sand is shifting beneath their feet’.
- Check for Authenticity: Ensure the ‘espoused’ purpose matches the ‘lived’ experience of stakeholders. If there is a gap, be honest about it; this maintains trust.
Step 2: Do ‘Strategy on a Shoestring’
You do not need a ‘swarm’ of expensive outsiders to build a robust plan. Use your internal resources to build organisational capability.
- Tapping into Internal Talent: Use your own analysts and staff who are closest to the customer to conduct research.
- Invite ‘Critical Friends’: Deliberately seek out customers or stakeholders who care about the organisation to provide creative criticism of your emerging plans.
Step 3: Integrate the ‘Suits’ and ‘Cardigans’
A common failure in strategy is the divide between ‘Suits’ (those focused on formal strategy, organisation design and data) and ‘Cardigans’ (those focused on people, culture, and change).
- Collaborate from the Start: Bring these perspectives together early. If culture is ignored during the design phase, HR and OD leaders are often relegated to ‘clearing up’ the mess later.
- Balance Your Focus: Ensure you are looking ‘Outside-In’ (market trends and stakeholder views) as well as ‘Inside-Out’ (internal capabilities and passion).
Step 4: Show ‘Unfinished’ Work
Waiting for a ‘polished’ document often leads to cynicism or silence that is mistaken for consent.
- Work in Perpetual Draft: Showing unfinished work allows others to contribute their skills and experience, creating genuine ownership.
- Be ‘Prepared but not Complete’: Show up with your homework done and your assumptions challenged, but remain open to adaptation.
Step 5: Master the Art of Decision-Making
Culture eats strategy for breakfast through the decisions an organisation makes—or fails to make.
- Clarify Rights with RAPID: Use the RAPID framework to define who Recommends, Approves, Performs, Inputs, and—crucially—who Decides.
- Avoid the ‘Salad Dressing’ Trap: Notice if your team creates a ‘smooth emulsion’ of agreement in meetings that quickly separates back into individual silos once the session ends.
Step 6: Commit to Continuous Planning
In a ‘polycrisis’—where disparate global shocks interact—a rigid five-year plan is often irrelevant before it is finished.
- Planning vs. The Plan: Follow Eisenhower’s maxim: ‘plans are worthless, but planning is everything’.
- Progressive Approximation: Treat strategy as an ongoing process of learning and iteration rather than a one-off launch.