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Long term vs strategy vs tactical planning for your organization


planning flow chartI love Seth Godin and his ability to make you think with what must be some of the world’s shortest blog posts ever. Did you see his recent post titled A ten-year plan is absurd? I swear to you this 28 word post has been rattling around in my head for the last five days. If you haven’t read it, it is really worth the click. Seriously!

Here are some of the thoughts I cannot seem to shake:

  • Back in the days when we had more time and the luxury of being thoughtful, it wasn’t uncommon for an organization to develop a long-range plan. This document was akin to a vision statement, but it had more depth and long range goals.
  • Strategic plans were three to five years in duration and stemmed from the long-term plan. This document “chunked down” the long term plan into shorter term vision, goals and strategies.
  • Every year a tactical plan (aka operational plan) were developed and stemmed from the strategic plan and turned each strategy into a detailed action plan for that particular year (e.g. specific tactics with information on who would do what and by when). These tactical plans would commonly provide direction to development of individual annual performance plans as well as committee work plans for each standing committee of the board.

As our world seems to have accelerated and time has evaporated, it is very common for organizations to pick-up the phone, call a planning consultant/facilitator/coach like me and ask if I’d be willing to help them scrunch all of these plans into one convenient document called “The Strategic Plan.”

Seth’s blog post has me wondering if I’m doing a disservice to my clients by agreeing to help cut these corners?

Does your organization know where it wants to be 10-years from now? 20-years? If not, then what have you done during your “visioning process” for strategic planning that instills confidence that your organization isn’t simply floating from one board’s big idea to the next generation of board members’ genius thought?

Here’s to your health!

Erik Anderson
Founder & President, The Healthy Non-Profit LLC
www.thehealthynonprofit.com 
erik@thehealthynonprofit.com
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