Strategic planning is the backbone of any successful organization. The Strategic Moment™ is an elegantly simple model that can be used in a range of circumstances. With a large group, it can help create alignment. When used during a difficult one-on-one conversation, it can help regain a high performance focus.
The heart of this framework consists of three essential questions:
Where are we?
Where do we want to go?
How do we want to get there?
Think of this model as a tool to use when you are feeling stuck and unsure of how to move ahead. The best part is that you don’t need to have all the answers. Asking the right questions can be far more powerful and effective.
This lesson will cover how to apply this framework for strategic planning and will provide some concrete examples for its use in other situations.
How it Works
Question 1: Where Are We?
The first question, “Where are we?” might seem straightforward, but it holds a profound importance in the strategic planning process. Understanding your current position is crucial before you can plot a course for the future.
To answer “Where are we?” comprehensively, organizations can use tools like the Focus Finder. The Focus Finder involves interviewing team members, stakeholders, clients, and external customers to gather insights into how the organization is currently perceived (both internally and externally) and how well it is performing. This process provides a clear snapshot of the present situation, serving as a baseline for future planning.
Question 2: Where Do We Want to Go?
The second question, “Where do we want to go?” is all about defining the organization’s purpose and vision for the future. This step involves setting clear, long-term goals that align with the organization’s mission and values. A purpose-driven game plan is essential for guiding the organization towards its desired future state.
When defining where you want to go, consider the following:
- Purpose Statement: Craft a compelling purpose statement that articulates the future you aspire to achieve. This statement should inspire and motivate everyone within the organization.
- Strategic Goals: Set specific, measurable, achievable, relevant, and time-bound (SMART) goals that will help you realize your vision.
- Stakeholder Alignment: Ensure that all stakeholders are aligned with the vision and goals. This alignment is crucial for achieving collective buy-in and support.
Question 3: How Do We Want to Get There?
The final question, “How do we want to get there?” focuses on the plan and the specific actions needed to achieve the defined goals. This step involves outlining key milestones and the detailed tasks required to reach them. A well-defined game plan with clear milestones will keep the organization on track and ensure progress towards the vision.
When planning how to get there, consider the following:
- Break Down Goals: Break down your long-term goals into smaller, manageable milestones. This approach makes it easier to track progress and make adjustments as needed.
- Key Milestones: Identify key milestones that will mark significant progress towards your goals. These milestones should be achievable within a 90-day timeframe to maintain momentum and motivation.
- Action Plans: Develop detailed action plans for each milestone. These plans should outline specific tasks, responsible parties, deadlines, and resources needed.
- Assign Responsibilities: Clearly assign responsibilities for each task and milestone. Ensure that everyone understands their role and what is expected of them.
- Performance Metrics: Establish performance metrics to track progress and measure success. Regularly review these metrics to ensure you are on the right track.
- Monitor and Adjust: Regularly monitor progress towards milestones and be prepared to adjust your plans if necessary. Flexibility is key to adapting to changing circumstances and maintaining momentum.
Practical Application: Meetings
The Strategic Moment 3-question model is not only useful for overall strategic planning but also for improving the effectiveness of meetings. How often do we attend meetings without a clear understanding of their purpose or the desired outcome? By applying this model to meetings, we can ensure that every gathering is purposeful and productive.
Enhancing Meeting Effectiveness
- Define the Purpose: Before the meeting, clearly define its purpose. Why are we meeting? What do we hope to achieve?
- Set Objectives: Establish specific objectives for the meeting. What outcomes are we aiming for? What decisions need to be made?
- Stay Focused: During the meeting, continually refer back to the purpose and objectives. Ensure that discussions remain focused and relevant.
Conclusion
The Strategic Moment model consists of the three questions: Where are we? Where do we want to go? How do we want to get there? This is a powerful tool for guiding organizations towards their goals. By understanding the current state, defining a clear vision for the future, and developing a detailed plan to get there, organizations can navigate their strategic journey with confidence and clarity.
Whether you are planning a long-term strategy or simply trying to make your meetings more effective, these questions provide a solid foundation for success. Remember, strategic planning is an ongoing process, and regular reflection on these questions will keep you aligned with your goals and adaptable to change.
Remember, suffering is optional. Progress is powerful.
If you are struggling with any of the things I have written about I offer help in three ways:
- One-on-one executive coaching
- Team coaching through the Team Purpose to PerformanceTM process
- Speaking at your next conference or facilitating your next offsite to bring this Self-Lead-Meant content alive