To take Advantage of opportunity when you find them, your organization
needs to align its strategy and tactics. Strategy is the what you want to
achieve, and tactics are the how you will achieve it. Many organizations
develop a great strategy but fail at the tactical execution stage, often
because the activities the organization performs are not aligned with its
strategy. In other words, how the organization tries to execute its strategy is
not aligned with what it is trying to achieve.
Organizations need to tie their mission to their strategy, and then
execute their strategy in their tactical operations.
Strategy is the starting point for corporate behavior. It expresses an
organization’s ambitions, sets out its chosen direction and describes the
principal initiatives and projects necessary to achieve its mission. Business
schools, management gurus and strategy boutiques regularly develop new
approaches and methodologies for strategy formulation and all acknowledge its
overwhelming importance in setting the tone for the organization and its
prospects for success.
Despite its significance, aligning an organization to its strategy
remains one of the most elusive and unsatisfactory areas of management
endeavour. Indeed, research has shown that 85% of executive teams spend less
than 1 hour per month discussing strategy and only 5% of the workforce understands
strategy.
The difference between strategy and tactics is often described as
“strategy is long-term and tactics are short-term.” Strategy and tactics are
both how you will achieve your goals and objectives. Strategy is our path or
bridge for going from where we are today to our goal. It's our general resource
allocation plan.
The tactics then are how specifically or tangibly we will do that.
They might include items such direct marketing letters, face-to-face meetings,
key talking point scripts and an iPad, Android App etc .
Here’s why it is essential to align your organization’s strategy
Understand your organizations
strategy
The WHY, the WHAT and the high level HOW. There can be no room for
misunderstanding here. Any misunderstanding at this level will be amplified many
times as you translate the strategy into tactics. So, go over it with your
manager, and get answers to all the questions you have. Relay the answers to
your team. Where there is no answer, relay that to your team also.
Make sure you list out and understand the assumptions used in the high-level
strategy, such as the economic forecasts, and the direction that the
industry/sector is expected to head in over the next 3 – 5 years. What if these
assumptions prove false? What contingencies have been built into the plan?
Strip away the verbage and work
with your manager to explain the Strategic Plan in plain, simple language.
If you MUST relay the exact words given to you, do so but accompany
them wherever necessary with simply worded translations and examples…the “in
other words…” piece – provide illustrative examples wherever possible.
Play ‘catchball’ with the
developing Tactical Plans
In other words, pass them back and forwards quickly between you, your
team members and your manager as you develop your plan. Each pass should add
meaning, clear up any misunderstandings that may arise, and add another layer
of detail. Make tactical planning an iterative and cross-functional
process…don’t get siloed!
Develop a team scorecard to
accompany your team tactics
Make the scorekeeping fun and try to make sure that the measures you
use are such that you can track progress at the very least on a weekly basis.
Any longer timeframe than that and it will go stale on you very quickly.
Use visual tools that you can
post on walls, bulletin boards, etc.
To show your team’s plan, its linkage to other tactical plans and to
the Strategic Plan. Show and illustrate progress to plan. The larger and more
colorful the better. This is sometimes referred to as Visual Management or Open
Book Management, and it creates tremendous energy in your team.
Build project management skills
within your team
These skills allow people to break the tactics down into action steps
and schedules to get the job done. This is absolutely critical to departmental
and cross-functional team success…and to help team members avoid burnout from
key initiatives/projects that they must contribute to in addition to doing
their regular job.
Develop the personal skill of
listening
One of the pioneers of quality improvement, W. Edwards Deming used to
say “In God we trust, all others bring data”, but he also said “Data will
provide you with about 3% of what you really need to know!” So you need to
listen carefully for feedback on how the plan is progressing and not rely solely
on the numbers.
Stay flexible
Strategies change, and tactical plans need to change with them. Always
stress alignment with the higher-level Strategic Plan.
Recognize effort AND results
This gives people a real reason to believe in the strategy and tactics,
as well as believing in you and in each other.