Board Games: Building an Engaged and Effective Nonprofit Board

"Great boards are created deliberately and thoughtfully. They don't just happen by accident."

Your nonprofit organization’s success hinges significantly on your board’s effectiveness. 

I’m probably not telling you anything new by saying that your Board of Directors plays a critical role in the governance, decision-making, and steering of your organization toward achieving its mission. However, a huge proportion of my work is helping nonprofit leaders to work through the challenges they have with their boards, and these challenges typically have to do with one or more of three things: engagement, fundraising, and strategic planning. 

If left unaddressed, these challenges can impede your organization’s effectiveness and impact . This article will give you practical solutions to overcome these challenges. By implementing these strategies, nonprofit leaders can build a more engaged, efficient, and strategic board, ultimately improving the impact that your nonprofit can make – which is the whole point right?! 

KEY CHALLENGES

Cathy A. Trower, author of “The Practitioner’s Guide to Governance as Leadership” says, “An effective board of directors is a must-have, not a nice-to-have, for all organizations – nonprofit and for-profit alike.”

I agree with Cathy. However, before creating an effective board of directors, we need to try to understand the challenges.

Engagement and Participation

One of a nonprofit leaders’ most common challenges is ensuring board members are actively engaged and participative. 

I hear from my clients about low meeting attendance, lack of preparedness, and passive board members who do not contribute to discussions. One client was frustrated because she wasn’t able to hold a vote at their last board meeting because they did not have enough board members for a quorum. Another jokingly (but not really) called her board meetings the “sit & get” meeting. This disengagement can significantly affect decision-making processes and your organization’s overall direction.

Poor engagement from board members can lead to missed opportunities, inadequate oversight, and a lack of strategic vision. We need our board members fully involved, prepared, and committed to their roles to guide the organization effectively. I’ve experienced firsthand how a board’s lack of oversight led the organization to being in debt tens of millions of dollars. 

Fundraising Expectations

Traditionally, board members are expected to lead fundraising efforts, but many feel uncomfortable with this responsibility. This discomfort can stem from lacking experience, training, or confidence in requesting donations. 

Consequently, there is often a disconnect between the organization’s fundraising needs and the board’s capabilities. This gap can result in inadequate funding, which hampers the nonprofit’s ability to achieve its goals and sustain its operations. 

Therefore, it is essential to align board members’ skills with fundraising tasks and provide them with the necessary support. It’s imperative to educate our volunteers on the fact that fundraising is so much more than asking for money. It’s about identifying people who do or should care about the mission. It’s building and nurturing relationships with those folks. And it’s about providing meaningful appreciation and recognition. These are things that usually fall within any passionate volunteer’s comfort zone. 

Strategic Planning and Oversight

Your board provides high-level guidance and oversight, to ensure your organization remains aligned with its mission and long-term goals. However, balancing strategic focus with operational involvement can be challenging. 

If your board becomes too involved in day-to-day operations, it can lead to micromanagement. Conversely, your organization may lack clear direction and oversight if your board is too hands-off.

Finding the right balance will ensure effective governance and strategic planning. Your board must focus on the big picture while empowering the staff to handle operational details. This requires a partnership between the Executive Director and the Board Chair/Governance Committee. 

SOLUTIONS

Improving Engagement and Participation

It is so important for nonprofit organizations to clearly define and communicate what they need from their board from the outset, of course this will likely evolve over time. By establishing clear expectations, board members will fully understand their roles and can contribute effectively. This clarity helps align board activities with the organization’s mission and strategic goals, nurturing a more productive and engaged board. 

After establishing needs and clear expectations, improving nonprofit board engagement and participation begins with selecting members who are passionate about the cause and have the necessary skills and experience.

A comprehensive onboarding process helps new members understand their roles, responsibilities, and the organization’s expectations. I would go as far as to say that it is essential to clearly define these roles and provide a handbook that outlines meeting schedules, preparation requirements, and participation expectations.

Effectively utilizing board committees can also increase involvement. Committees can focus on finance, fundraising, or governance for example, allowing members to contribute where they are most effective. 

And of course, regular training and development opportunities, such as workshops, webinars, and retreats, can help board members stay informed and engaged. 

“Great boards are created deliberately and thoughtfully. They don’t just happen by accident.”
~ BoardSource.

This is the fundamental truth about the governance of both nonprofit and for-profit organizations. It requires an intentional effort to build an effective board of directors. 

  • Deliberate Creation: Building a great board is not a passive process. It involves strategic planning and active decision-making to assemble a group of individuals whose skills, experiences, and values align with the organization’s mission and needs.
  • Thoughtful Consideration: The composition of a board should be carefully considered. This includes diversity in expertise, background, and perspective to enrich decision-making and strategic planning.
  • Continuous Improvement: Great boards don’t merely form and maintain their excellence automatically. They require ongoing education, self-assessment, and revitalization to remain relevant and effective in changing environments.
  • Commitment to Governance: All board members should maintain high governance standards through conscious efforts to uphold their duties and responsibilities, ensuring the organization’s long-term success and integrity.

Recognizing board members’ public and private contributions and providing opportunities for personal and professional growth can create a more engaged and effective board.

Addressing Fundraising Challenges

To address fundraising challenges (which is most certainly a topic for another article), board members really do need to be provided with fundraising training. 

This training can include workshops on how to make donation requests, understand donor motivations, and build relationships with potential donors. 

Developing a variety of fundraising strategies that leverage board members’ unique skills is also important. Some may excel in direct fundraising, while others might be better suited for organizing events or engaging in advocacy.

Strategic Planning and Oversight

Improving strategic planning and oversight involves conducting regular strategic planning sessions with board involvement. These sessions can help ensure your organization stays aligned with its mission and adapts to changing circumstances. 

I love it when an organization commits to annually taking time away to strategically think about the direction of the organization. Businesses used to do 3 to 5 year planning, but things change so quickly that a cadence like that becomes irrelevant in no time. One agency I work with takes an annual retreat to reflect on what has happened or changed in the past year and what they need to focus their energy on for the coming year. From this they determine the initiatives the board will focus on and I help keep them on track throughout the year. 

Delineating the responsibilities between your board and staff is also important. Your board should focus on governance and strategic oversight while your staff manages day-to-day operations.

Using dashboards and other tools to monitor critical organizational metrics allows your board to stay informed about your organization’s performance without getting bogged down in operational details. 

Nonprofit organizations face significant challenges that can impact the organization’s effectiveness and success. However, nonprofit leaders can build stronger, more effective boards by proactively addressing these issues leading to engaged, strategic, and supportive boards that drive organizations toward more significant impact and sustainability. This is where you will build the board your organization deserves.

Kim is a mom, lover of being active and the outdoors, and helper of nonprofit leaders.
kim@athena-coco.com 

 

Avoid the Shiny Bunnies

Squirrels, shiny bunnies, kitten bombs, Facebook – whatever you want to call it, distractions are everywhere. There are the day-to-day distractions that get in the way of your tasks and responsibilities. Social media, a new show on Hulu, and mundane chores all distract you from the things you know you should be doing in order to effectively manage your life or meet your goals. 

While this type of distraction can be a serious issue for some of us, today’s article is going to focus on the larger version of this problem. Individuals getting distracted is one thing. Entire organizations that get distracted is a completely different problem. 

When an individual is distracted it leads to anything from messy houses to jeopardizing their job. However, it can be much more devastating when a business or organization becomes distracted. It can lead to profit loss, bankruptcy or even total failure of the business/organization. 

For a business or organization, this happens when the leadership loses focus on the mission, vision or purpose. Leaders become distracted in many ways. It could be a flattering offer that comes their way, pressure from partners or other community leaders, or a need to prove something. This article will look at:

  1. How to identify organizational distractions
  2. Strategies for keeping your business on track

Identifying Organizational Distractions

As a leader, you might not even realize when a shiny bunny is headed right for you. You’re going along, doing what you believe is best for your business. By being on the lookout for these distractions, you can save your organization money, time and heartache. 

  • Too Good to Be True: We all know that if something sounds too good to be true – it probably is. As leaders, whose focus is on growing revenue or impact, it can be tempting to chase after this squirrel. A new project, partnership, or endeavor might sound like a fast track to growth. 
  • You Need to Justify: If you find yourself justifying why something is a good idea, it is an indicator that you need to look more closely at your decision. Anytime it’s not completely obvious how a decision connects to your mission/vision/purpose, you might be pursuing a distraction.
  • Secrets or Hiding Things: Keeping secrets or telling different “stories” to different groups of people should be cause for reflection. This is an indicator that you are hiding something, or that you are moving in a direction that is not consistent with your core focus. 
  • Outside Pressure: Leaders from other businesses, agencies, or entities will always have an ulterior reason for wanting to partner with you. Even if they give you 100 reasons why they believe it would be a good move for your business, they still are pursuing the partnership for their own gain. 

To be clear, there are definitely times when new business opportunities make sense. This article is not meant to prevent growth and innovation. Rather, it’s meant to keep you from losing your focus on what is most important to your organization. Being aware of what these distractions look like is the first step. Next we’ll look at how to deal with and minimize distractions.

Maintaining Your Focus

  • Know Your Vision

The first step in maintaining your focus and minimizing distractions is to know your vision. This article goes into detail about the importance of having a crystal clear vision. Without it, you are much more susceptible to distractions. When your mission/vision/purpose are foggy, leaders grasp at straws. When we don’t know where we are going, we welcome (and sometimes even look for) distractions. 

  • Communication & Trust

In tandem with your vision comes building up your communication and trust. This involves sharing your mission/vision/purpose over and over, solidifying the importance and ensuring all staff, volunteers and stakeholders understand. In addition, creating open and honest communication systems builds up trust. 

  • Ask Questions

Building trust among your team members is key to this next step, which is to ask questions. Big decisions should not be made in a vacuum. Get input from those you trust, and who also trust you enough to be honest. Brutally honest if necessary. Ask tough questions about who has the most to gain, what is the downside, and how the opportunity might change the focus, culture, and direction of your business. 

  • Be Completely Honest

In order to make the best possible decisions for your company, you must be 100% honest with yourself about your motivation. Otherwise, ego can easily get in the way of taking action in the best interest of the organization. Making decisions that make you look good is obviously a goal, but it shouldn’t be the only goal. If your own self advancement is the primary factor behind a new endeavor, you need to be able to step back and objectively look at how it will impact the business. 

  • Strategy Screens

Creating strategy screens can be very effective in keeping your business on track. A strategy screen is a list of questions or criteria against which you can test potential new opportunities. By working with your board, stakeholders or leadership team to create a list of 5 to 8 criteria, you can proactively protect yourself from distractions. 

  • Operational Plans

Solid operational plans will keep you moving in the right direction. This includes annual goals, quarterly action steps, accountability, and regular measurements. By establishing goals designed to move you towards your mission or vision, breaking them down, assigning accountability and regularly measuring your progress, you stay on track. This structure can serve as an insurance policy protecting you from distractions. 

As leaders, you are constantly faced with opportunities and decisions to make. You absolutely do not want to be risk adverse or your business may become stagnant. However, at the same time, you want to focus your energy on opportunities that will help you meet your business goals. By being able to quickly identify organizational distractions you will be able keep the shiny bunnies at bay. 

Need help creating your vision, communication system, strategy screens or organizational plans? Email me at kim@athena-coco.com to schedule a free 30-minute discovery call to find out how to lock out the squirrels! 

Kim Stewart

Kim is a mom, wife, lover of being active and the outdoors,
and helper of nonprofits, small businesses and leaders.
kim@athena-coco.com 

 

Are you Too Close to the Problem?

Remember that boyfriend (or girlfriend) who was really awful for you? All your friends knew it, but you couldn’t see it. Remember tuck rolling your acid washed jeans? It was cool at the time, but looking back it seems pretty ridiculous. And do we even need to talk about perms?

My point is, when you’re close to something it’s difficult to see the full picture. You get caught up in emotions or trends or the very small piece of the picture that is right in front of you. It’s not until you have the luxury of time or distance that you are able to see the full story.

The same goes for leading your business. When you are completely consumed with working IN the business every day, you are likely facing problems. These present themselves as feeling overwhelmed, having difficulty making decisions, and frustrations from things not going as planned. Sometimes you don’t even see the problems. If you’re knee deep in the hoopla, you might not even recognize that you have opportunities to make better decisions, simplify, or realign.

Working ON the Business

You may have heard this phrase before: working IN the business vs working ON the business. When you are working IN your business, you are doing any of the many tasks or management activities that make it possible for your business to run today. In our fast-paced world where there never seems to be enough time in the day, you may feel overwhelmed by the sheer number of tasks and management activities on your plate. This fact may make it seem impossible to ever step away, for even two hours, to spend time working ON your business.

Because breaking away from the day-to-day can be so challenging, I’m going to share four tactics for ways to pull yourself away and give yourself, and your business, the much needed time spent working ON the business. Before I get into these ideas, let’s address the frame of mind you need in order to successfully work ON your business.

When you work ON your business, you are focusing on strategy for tomorrow’s success. The first step is to understand and believe in the importance of taking time to think strategically about where you want your company to go. If you see spending time thinking strategically as a waste of your precious time, then don’t do it. You need to be committed for this to be valuable. Otherwise, it is a waste of time. It’s also crucial to be open to new ideas. If you have no plans of changing how things are done, then there’s not much benefit to stepping away to focus on strategy.

Tactic #1 = Communicate

Okay, so you’re excited about thinking strategically and you’re open to exploring new ways of doing things. The next question is: How? I’m sure that running your business could easily consume 24 hours of your day, 7 days a week if you let it. Obviously, you don’t let it do that. You sleep, you eat, and hopefully you make time for your family and friends; as well as recreation, wellness, and hobbies. These activities fit into your life for a couple of reasons:

  1. Because they are important to you, and

  2. Because you have created a culture where the people in your business understand that you sleep, eat, spend time with family/friends and have some sort of  personal life.

Similarly, you can make working ON your business fit in if it’s important to you and you create a culture where the business understands it’s a priority. We already talked about your mindset around working on strategy, so clearly it’s important to you. The next step is to communicate with your team about why it’s important and how it’s going to look. Share your vision for your company and your belief that to achieve your vision you will need to think differently. Then tell them what it will look like.

Tactic #2 = Get Out

Set aside a specific time on your calendar. The best plan would include about 2-hours a week at the same time each week. If this seems impossible, shoot for 2-hours every other week. Still too much of a challenge? At the very least I would recommend 4-hours, once a month. Pick a time of the day or the week that would be considered your “slow time,” if there is such a thing. Whatever you land on that works well for you, stick to it like glue. Put it in your calendar. Schedule other things around it. Make it a priority.

Then leave. Get out of your office, your store, or your facility. Don’t tell your team where you are going. Take nothing but a pad of paper and a pen. That’s right, leave your cell phone behind if at all possible. Go to a coffee shop or a park or the library. Find a place that allows you to relax and your mind to explore new ideas.

As stated in Tactic #1 – communicate this plan and the purpose of it to your team on a regular basis. By communicating and following through with your plan, it will become part of the culture.

Tactic #3 = Create Accountability 

Does this all sound great, but you know yourself well enough to know that this might last for two weeks before you will find excuses for why it’s more important for you to stay IN the business? If so, consider finding an Accountability Partner to support you. This could be a partner, a spouse, a team member, a friend, a mentor, or another business leader. Explain to the person what you want to do and ask them to help hold you accountable. You may even find someone who wants to do this with you, kind of like a workout buddy.

Tactic #4 = Outside Help

There are times when engaging outside help is the best option. A coach, a mastermind group, or any other peer group are all things to consider if you feel like an outside set of eyes would be helpful. These resources can help give you a new perspective, consider new ideas, or hold you accountable for the things you want to do to reach your business vision. An outside set of eyes will challenge you in ways that you may have never considered, and will push you to do things you might not commit to on your own. Most coaches and peer groups provide a free discovery call or visit so you can explore the different options available to you.

Next Steps

Once you have your time-away plan, either on your own, with a partner, or with a professional, use your time effectively. These steps can help:

  1. Stay laser-focused on where you want to take your business. If you don’t have a vision yet, this is a great first step.

  2. List out all the challenges you face that are preventing you from reaching your goals. Prioritize. Peel back the layers. Often the first thing that comes to mind is a side effect of the real problem.

  3. Once you get to the heart of an issue, explore strategies for working through it. Come up with as many strategies as you possibly can. Determine which best match your brand, your culture, your values, and which will best solve your problem.

  4. Decide.

  5. Plan your communications. If you have regular staff meetings (which I hope you do), add the decisions made to your meeting agenda. Communicate your thoughts and develop any action steps required to roll out the strategy.

  6. Tackle as many issues as you can in your allotted time. Save others for your next Strategy Session.

Put Your Mask on First

There is a strong pull to convince ourselves that business cannot possibly continue to operate if we are not there. Are you really needed all the time? Or does it make you feel good to be needed all of the time? If your business cannot run without you in it for every hour that you are open, I might suggest this as one of the first issues you tackle.

“In case of a drop in cabin pressure, put your own mask on first so you can assist others.” Same goes for your business. Thinking short-term: I have to help my child or my seat mate, is similar to focusing only on the daily tasks. You’re only going to be able to help for a finite period of time. Thinking long term: If I put my mask on first, I’ll be able to help many others, is the equivalent of taking the time to think strategically about your business. You have to think long term in order to take care of your business.

Some lessons can only be learned through experience (like that awful perm), others (like the health of your business) you want to proactive work to solve.

If you would like to explore how coaching or consulting can help you work ON your business, email me at kim@athena-coco.com to schedule a free 30-minute consultation. Calm the Chaos by working ON your business so you can find time to focus on what’s important to YOU.

All Strategies are Not Created Equal

Last week I wrote about Rethinking Strategy and the concept of Real-Time Strategic Planning, based on a book called The Nonprofit Strategy Revolution by David La Piana. While this book is focused on the nonprofit sector, I believe the concepts have wonderful application for both for-profit and not-for-profit businesses. Another concept in the book that I found really compelling is around the Strategy Pyramid. This article will dig into this concept and how it may be a useful way for you to think about strategy in your business.

Traditionally thinking around strategic planning conjures up memories of massive information gathering, multi-day farming sessions, and binders filled with fancy reports. Real-Time Strategic Planning is much more nimble and relevant to today’s fast paced business environment. It is built on the foundation of a strong vision or mission and gives a business the ability to quickly adapt as new challenges or opportunities arise.

Another common trait of traditional strategic planning is that oftentimes the strategies are not strategies at all. Through the traditional planning process many things come up that would be good for the business to focus on. These could be goals, programs, operational processes, technology, or something else all together. While important, these things are not necessary “strategy level” items. At least not Organizational Strategies.

This brings us to La Piana’s Strategy Pyramid. The Strategy Pyramid is made of three levels of strategies:

  • Operational Strategy (bottom)

  • Programmatic Strategy (middle)

  • Organizational Strategy (top)

In this pyramid, the base is made up of Operational Strategies, Programmatic Strategies are in the middle and Organizational Strategies are the top.

Operational Strategies

All strong organizations are built upon a strong base of administrative processes and management systems. In order to run effective programming and have a positive impact on the community a nonprofit must rest upon the solid base of strong operations. To deliver quality products and grow sales a for profit business must have the same solid foundation. Strong operations ensure the “trains run on time” (quote from my friend Cameron Nicholson).

Operational Strategies are the initiatives designed to improve efficiencies, execution, or responsiveness. These could include any number of things. Some examples include:

  • New software will help you manage your campaign more efficiently

  • A Diversity and Inclusion training to grow your staff team

  • Preventative maintenance plans to protect your assets

  • Initiatives to improve communications with staff or customers

Generally speaking, operational strategies are those things impacting the infrastructure of the business, such as human resources, finance, technology or communications.

Programmatic Strategies 

In the nonprofit world, programs are where the “rubber hits the road.” They are how an organization delivers their mission to the world and provides the impact they intend for their community. In the for profit universe, this layer of strategies is likely the products or services the business sells. In both instances, when a customer or community member thinks of the business, it’s the programs or products that they usually think of first.

Programmatic Strategies are the decisions around what activities/products will be delivered and how they will be delivered. Here are a few of the decisions that could lead to Programmatic Strategies:

  • Delivering programs in-person on on-line

  • Providing carry-out or delivery

  • Narrowly focusing your products or offering a broad range

  • One product/program, a few, or many

Programs (or products/services) sits on top of the operations; they are supported by that solid base.

Organizational Strategies

On the top of the pyramid are the Organizational Strategies. These strategies honor and are developed in order to fulfill the organization’s mission or the company’s vision. They take into account trends happening in the market, challenges coming from competitors, opportunities from partnerships, and their unique deliverables. Organizational Strategies are the big picture actions or activities the business will take to move towards achieving its mission or vision. Organizational Strategies include things like:

  • Expanding to new service areas

  • Establishing an intentional brand or culture

  • Shifting funding sources

  • Expanding to online retail

Even though the Organizational Strategies are on the top of the pyramid, this is actually where we start when formulating strategy for a business.

Start Building at the Top

With almost any construction project you start at the base and build up. This process of strategy formation does just the opposite, It starts with clarifying mission and/or vision and builds down through the layers. The mission/vision is the heart of the business, its purpose for being, and the very core of all decision making. It’s a solid practice to regularly visit the mission/vision to keep everyone focused on why the business exists. Your organizational strategies are the ways in which you will work towards your mission/vision. To quote La Piana: “Organizational Strategy is about who and what the nonprofit is in the larger world. It’s about organizational identity, direction, brand, and market position.” Same goes with for profit companies.

Once Organizational Strategies have been established, it gives clarity to the kinds of programs, products or services that should be delivered and how they will reach the participants and customers. Programmatic Strategies can be developed which support and align with the Organizational Strategies. After these top two layers are in place, Operational Strategies can be created in order to best serve the strategies that rest upon this base layer. By building each layer based on the strategies above it, each segment is connected and creates a coordinated set of actions. Programmatic and Operational Strategies can also be thought of as large or involved goals which will help you work towards your Organizational Strategies.

Examples

To help give some clarity, here are a couple of examples of how strategies may look in a for profit company and a nonprofit agency.

  • For profit clothing retailer:

    • Organizational Strategy: In addition to our thriving catalog and website sales we will add pop-up stores in order to see if physical locations will appeal to our customers.

    • Programmatic (Product) Strategy: This summer we will have pop-up stores at festivals in the three states where our sales are highest. We will provide our top selling summer items in a variety of sizes and limited colors.

    • Operational Strategies: In order to support our summer pop-up stores we will need to research and invest in a mobile pay system and mobile store hardware (racks, displays, tent, and changing booth). A dedicated staff will research and secure venues as well as create a schedule and communication system.

  • Nonprofit environmental agency:

    • Organizational Strategy: Our mission is to create a sustainable planet with future generations in mind. To this end we will focus on improving air quality in the metropolitan community we serve.

    • Programmatic Strategy: Our signature program will be a tree planting initiative which will engage volunteers and school or camp youth groups in planting trees. The program will involve education and follow-up care to ensure long-term impact.

    • Operational Strategies: Funding will be central to supporting the tree planting project. Development will focus on grant writing and corporate sponsorships. Additionally, a dedicated staff will be responsible for identifying locations, recruiting volunteers, securing youth groups and coordinating events.

These examples are greatly simplified, but they clearly illustrate the importance of each strategy building upon the one before it. Thinking of strategies as a coordinated set of actions not only reduces waste, it helps propel you towards your vision/mission.

If you would like to explore Real-Time Strategic Planning for your business or organization, email me at kim@athena-coco.com to schedule a free 30-minute consultation. Calm the Chaos by streamlining your strategy development, and find time to focus on what’s important to YOU.

Rethinking Strategic Planning

Any business or nonprofit with a strategic plan developed prior to February 2020 now likely realizes the limitations that come with a traditional 3 to 5 year plan. I doubt there were many strategies in place to help your business deal with a global pandemic. And yet, that is exactly what hit us and continues to challenge many businesses and organizations.

Thinking strategically about where you want to take your business is a key component in making sure you get there. After all, having a great vision for the future of your business is only half the battle. You also need plans and steps to get you there; as well as, communication with and buy-in from your team. If you are still in the process of crafting your vision you might want to go back and read this and maybe this to work on that piece of your business leadership. Once you are crystal clear on your vision, you need to mobilize every member of your team towards reaching that vision. That’s where strategy comes in.

Strategy is defined as:

A plan of action or policy designed to achieve a major or overall aim.

This is a pretty simple definition for something that is so important to the success of your business. This article is going to share some of my ideas on how best to create strategy for your business, along with some of my key take-aways from a book called “The Nonprofit Strategy Revolution” by David La Piana. While the book is focused on strategic planning for the nonprofit sector, the points I will share are applicable for both for profit and nonprofit businesses.

Traditional Strategic Planning

The first point I want to share is around the timing of strategic planning. Traditionally, every 3 to 5 years organizations spend exorbitant amounts of time and energy on creating a beautiful strategic plan. It would involve input from stakeholders and volunteers, customers and staff. Every word would be crafted to be just right. In larger organizations they would often hire a graphic designer add in images and charts and graphs to make it really beautiful for sharing and showing off. There are several problems with this traditional method of strategic planning.

  1. First and foremost is that society and business move too quickly these days for a plan to be relevant for more than a year or so. Businesses need to be much more responsive to the ever changing world.

  2. Building on the first point, your business is likely also changing quickly. As you continue to work towards your vision you will need to continuously recalibrate to ensure you’re still on target.

  3. When a business commits significant time and resources to a strategic planning process, they are often burnt out on the whole thing and they don’t want to even think about strategy for a while. Big mistake since your strategies should be driving your goals, actions and decision making.

  4. Those shiny impressive documents often end up in a drawer or on a shelf, never to be looked at again, until the calendar says it’s time for another planning process. A plan that is not actively referenced and measured is of little value.

Real-Time Strategic Planning

The concept that is laid out in David La Piana’s book provides a method of creating strategy that is much more responsive and relevant than the traditional process. With the need to adapt quickly to new information and dynamics, any business can benefit from implementing the Real-Time Strategic Planning Cycle. Three key components that really differentiate this process from the traditional include:

  • Strategy Screens

  • Big Questions

  • Ongoing Implementation

Strategy Screens

In a traditional planning process the business usually takes time to clarify their mission and/or vision, who they are as a company, and their organizational identity. That part is similar in the Real-Time process. The next step is what really looks different as the business uses that information to create “Strategy Screens”. These are criteria the organization will use to analyze potential strategies they might implement when faced with challenges and opportunities. The Strategy Screens helps the company determine if the potential strategy is consistent with their organizational identity.

Every company’s Strategy Screens will be unique to their organization and will likely evolve over time and as needs change. Screens are written in the form of a statement that each potential strategy is compared against. For example, La Piana’s suggests that most companies will have something similar to these two screens:

  • The strategy is consistent with our mission/purpose.

  • The strategy builds on our current competitive advantage(s).

Each business will have between 5 and 8 screens. Other topics that are important to compare the potential strategies to are things like breaking-even or surplusing, sustainability, human capacity, consistency with brand, and honoring key relationships. By developing Strategy Screens thoughtfully and intentionally AND before a crisis or opportunity presents itself, will simplify your decision making. This process helps you focus on what is important as an organization and avoid being reactionary or losing sight of who you are when the pressure is on.

Big Questions

When a challenge or opportunity presents itself, rather than jump to the potential strategies, the Real-Time process involves determining the “Big Question”. The Big Question frames the challenge/opportunity and can drive the potential strategies. For example, when the pandemic hit, restaurants struggled significantly. Options for the Big Questions for businesses that particular industry may have been things like:

  • How will we stay in business?

  • How can we change our business to meet new needs?

  • How will the restaurant industry survive?

  • What can we do to support our community in new ways?

This is a short-list, I’m sure there are many more that came up. Notice that the questions will drive different strategies. It’s good to ask the question in several different ways to determine what will be best for your business. In the end you may decide that you need to combine several of the questions in order to develop the right potential strategies.

After determining your Big Question for a given issue and coming up with all the potential strategies, you go back and measure them against your Strategy Screens. Make a simple graph with the different strategies along the top and the screens along the left side. Test each strategy against each screen to see how they measure up. This tool should make it easy to see which strategies measure up best with the screens you have committed to.

Ongoing Implementation

In order to make strategic planning valuable, it needs to produce results, right? Strategies in and of themselves do not lead to action. Once you use the Strategy Screens and Big Questions to determine the strategy or strategies you will implement moving forward, you need to develop goals, action steps and accountability. In the restaurant example, if you decide your strategy is going to involve shifting your servers to meal deliverers, that alone will not get you there. You need to break it down.

I think this is where the Real-Time process really shines and produces results you just don’t see from the traditional process. By looking so far down the road, even when the traditional system sets clear goals, actions and accountability, they are usually so far reaching that the company loses sight of them and they become irrelevant before they are completed. Real-Time strategies are addressing immediate challenges or opportunities; therefore, the goals and actions that are developed in this process are crucial to moving the organization forward. Simple tracking tools that are reviewed weekly will keep everyone on track and accountable.

This is a very simplified explanation of what I believe to be key differentiators between these two strategic planning processes. It’s not meant to cover everything, rather to help you understand the value of looking at strategy creation in a new and innovative way. I utilize many of these concepts when working with businesses to help them become thoughtfully responsive, while forging ahead.

If you would like to explore Real-Time Strategic Planning for your business or organization, email me at kim@athena-coco.com to schedule a free 30-minute consultation. Calm the Chaos by streamlining your strategy development, and find time to focus on what’s important to YOU.