How to Develop a Strategic Plan on the Fly

“You need to build a boat and sail it at the same time.” The manager was describing how she envisioned a new role functioning in her organization, one that was tasked with meeting a specific need but also launching several new initiatives in the future.

What a great metaphor.  While having a full-blown strategic plan is ideal, sometimes you do have to develop it in pieces, especially in today’s rapidly evolving marketplace.  But if you do it the wrong way, your boat is going to sink. Think of how many companies roll out products and services that still seem to be under construction. While they may have beaten the competition, they also lose credibility and customer loyalty if they fail to fulfill their promises.

Yes, you can build a boat and sail it at the same time…if you do these key things:

  • Chart a destination.  What are you trying to achieve?  Set a measurable goal that everyone agrees to.  Acknowledge that it might change, but if you don’t have something specific to aim for, you may end up wandering the seas like you’re trapped on the Black Pearl in the Pirates of the Caribbean.  The “Let’s just see where this goes” approach tends to go nowhere fast.
  • Have a plan.  Think about who will be impacted so you can solicit their input (and gain their support) as soon as  possible.  Sketch out a framework from beginning to end and then go back and fill in details as you can.  You shouldn’t leave the shore without the basic structure of your boat in place and an idea of the next few stages of construction.  Again, be prepared for changes in direction.
  • Get some help.  You don’t have to do it alone.  Find people inside and outside your company who can help you.  Ask questions.  Identify others’ strengths and figure out how best to fit them into your plan.  People are willing to contribute when they feel their strengths are being used appropriately and they’re recognized for their efforts, and you may be surprised how many resources are available once you start looking.
  • Communicate.  Keep the entire organization up-to-speed on what’s going on with your project and where you envision it going.  Meet regularly with your team members to address concerns and solicit feedback regarding the projects.  If there’s potential trouble, inform those who may be affected so they can prepare accordingly.  Always remember to say thank you and be a positive, energizing leader.
  • Navigate and adjust your course.  Keep track of progress toward your goals and share it with your team and upper management.  If you see other opportunities and want to change direction, do it…and clearly communicate why to everyone else.
  • Keep your eye on the horizon.  Never lose track of your final destination.  Chances are, you will be traveling through more than one storm and may get delayed or lost for a while along the way.  New initiatives are seldom easy, but they provide many learning opportunities.  Don’t miss them.
  • Enjoy the adventure.  These are not easy jobs.  They take intelligence, perseverance, hard work, strong relationship building, and a great deal of communication.  However, there’s an undeniable sense of accomplishment and excitement that comes from learning new skills and discovering new opportunities.  The journey is all part of the experience.  Have fun!