Strategic Planning: My March Marching Orders

I'm working on my Strategic Plan this week, and you should, too.

My 2014 so far:

• January:  snow; back-to-school and holiday wrap up; Get Organized Month, presentations and new clients; busy family life.
• February: snow; my son's Confirmation and the associated preparations, sacramental and otherwise; my Dad's illness and the travel and planning associated (he's better now); and busy family life.

These are all good things.  I've been focusing on details and getting things done, and that's great.  But now I need to check my Big Picture, and make sure I'm looking at the right details and getting the right things done, plus plot my personal and professional path for the next couple of months.   Onward March!!

What and where:  Strategic planning is a useful activity to help us see the Big Picture, and determine:

• What we're doing;
• where we are;
• where we are actually going;
• where we are should be heading;
• where other people around us are going, and
• what we have at our disposal to get us where we want to go, either personally or professionally.

There are often times when we just need to move forward, but only after we know where "forward" is, since we wouldn't want to charge off a metaphorical or actual cliff...

When: 

I am a planner.  So trust me when I say, "Don't Spend Too Much Time Planning".  We can over-analyze and over-plan, leading to Analysis Paralysis and getting "stuck".

Never Let Planning Take the Place of Action.

Regularly review your Plan and make sure you are still on the right path, doing the right things, moving towards the right goal.  I discussed this topic with my husband recently, and he mentioned that his department's implementing weekly meetings, for everyone to check in on work flow plus elements of their strategic plan.

I can't tell you the right percentage of time to spend time in planning.  It is necessary, but so is doing your actual work!  So make time for both!

Why and How:

1. Strategic Planning takes the view from 30,000 feet.  Focusing solely on details for long periods of time stresses me out.  The closer we look at something, often the less we see.  So backing up, and looking at an overview gives us perspective and a break.  For example, looking ahead perhaps I see a conference coming up in April - I can note that, and start preliminary planning or book my travel plans, but I certainly don't need to start packing.
2. It always feels better to have a plan.  Most of us don't like feeling out of control.  I understand the benefits of planning for events and the unexpected.  And just because sometimes things don't go as planned, they often do.  And the act of planning is invaluable.  "In preparing for battle I have always found that plans are useless, but planning is indispensable".  Dwight D. Eisenhower
3. Strategic Planning elevates the mundane, and gives purpose to our actions.  When we look at the Big Picture, we seen that our every-day work is part of something bigger and grander.  Hope is a huge motivator!
4. Strategic Planning helps us recognize and allocate resources.  My biggest resource challenge right now is my own time.  I have ideas and energy to spare, but a busy schedule to manage.  I wouldn't want it any other way.  But it means I have to allocate my most valuable resource very carefully.  Which leads me to ....
5. Priorities: I have 7 index cards sitting here on my desk, with one word written on each, representing my main priorities.  Knowing that time is my most valuable resource, any new requests on my time have to fit in of those priorities, or the answer is "No, thanks".
6. Master To-Do List:  My master To-Do List is not the same as my Strategic Plan.  The Plan has broad categories and steps, and the To-Do List a very detailed list of tasks.  I couldn't have one without the other.  My Strategic Plan dictates my tasks, and having my Master To-Do List ensures that work gets done, because it collects tasks and ideas for 4 or 6 months down the road, so the Plan and the List rely on each other.

This is a very broad topic, and I've given you a lot to think about today.  I have taken entire college courses on similar subjects, so I know Strategic Planning can feel a little overwhelming.  But invest some time this week on your Strategic Plan.  Gain perspective, look ahead, cultivate some hope, elevate your "everyday".  Time well spent, I promise!