As the year draws to a close, organizations are making their plans for the next three to five years. Strategic planning and review is a crucial component of organizational success and development, but it can be an overwhelming task. Over the years, Lusoma Advisory Services has had the privilege of assisting various organizations in their strategic planning journeys.
In this article, we will explore some valuable insights and tips to make the strategic planning and review process more engaging, participatory, and ultimately, effective.
Using icebreakers as an invitation for all to engage in the strategic process.
The beginning of strategic planning sessions is often marked by nervousness and anxiety among participants. To set a positive tone and alleviate this tension, initiate the session with an icebreaker. Create an informal and welcoming environment where all participants can 'release' their anxious energy. Icebreakers can be fun activities or simple conversations that allow people to connect personally before diving into serious work.
Using interactive methods and visual aids to make the strategic process alive and participatory
Strategic planning sessions are often perceived as document-heavy affairs that can quickly lead to disengagement. To counter this, it's essential to inject life and energy into the process. Create a lively atmosphere that encourages participation. Instead of merely reading and reviewing documents, employ interactive methods to engage participants. Use brainstorming sessions, group discussions, or even gamification to derive important aspects of the strategy review process.
Incorporate visual aids such as charts, diagrams, or infographics to break down complex information and make it more accessible.
Ensure spaces created are inclusive; everyone should have a voice and feel heard.
Inclusive strategic planning is essential to tap into the collective wisdom of everyone in a team. Ensure that every participant has a voice and feels heard. Encourage active listening among participants. When someone speaks, others should listen attentively, fostering an environment of respect and consideration. Allow participants to ask questions and seek clarification. Make sure that everyone's concerns and suggestions are valued and addressed. Gather insights from as many individuals as possible, ensuring diversity in perspectives. Don't hesitate to ask others their questions and engage in reciprocal conversations.
Set Realistic Expectations
It's common to believe that a single session can solve all the issues an organization is facing. This is never the case. Conduct a dedicated session to discuss expectations. Acknowledge that comprehensive planning takes time and commitment. The goal is not to tackle every issue in one go but to create a roadmap for future actions. Identify the most critical goals for the organization. Focus on the strategic priorities that will make the most significant impact.
Consider using Appreciative Inquiry approaches.
Appreciative Inquiry approaches are positive and strengths-based approaches to organizational development and change. They focus on identifying an organization's existing strengths and successes while acknowledging weaknesses or areas that require improvement.
There are various methodologies such as 4-D Model, 5-D Model, and World Café among others.
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