Strategic plans, work plans, goals, action items, tactics, timelines… these are all fantastic tools for strategic leaders. They are important, and even necessary, to help leverage people’s work efforts and accomplish organizational mission. But we all know that our best laid plans can be disrupted by problems and opportunities during the year.
In those cases, what is a strategic leader to do? Abandon all hope of strategic planning and just go with the flow? Dump your plan and stay in reactive mode? I think not!
One strategy my team used to plan for unexpected problems or opportunities was a priority-setting brainstorm session. We identified criteria that should be used in prioritizing the activities we already have in our work plan as well as any new work that might emerge during the year. Some of the questions we explored included:
- How should we set priorities?
- What criteria do strategies or activities need to meet in order to be included in our work plan?
- What goals and guiding principles should we be consistently supporting as a unit?
- Does new work need to meet ALL priority-setting criteria or just some?
It was a fruitful discussion that helped us anchor our work plan and work priorities in overarching goals for our division and the system. We discussed the impact of our work, our customer’s needs, and the environment in which we work. We also had a useful conversation about how we want to work together as a team, and we agreed upon our own set of operating principles.
Since that conversation, I’ve noticed some of my team members have been more mindful of high-level priorities and have increased confidence in setting boundaries with other colleagues. In fact, just today I was copied on an email one of my team members sent to a colleague, explaining that a particular project would need to sit on the back burner until her higher priority work was completed. Now that’s leading and working strategically.