Balancing Social and Intellectual Challenges

Your company is dealing with a significant challenge. Due to the complexity of the issue, it’s hard to determine the right path forward. This is an intellectual puzzle that needs the attention of analytic minds.

But is finding the optimal answer your only concern? After all, the management team has had implementation problems in the past. As such, you sense that the “soft side” warrants some consideration to succeed by the end.

You ask: “How do we balance intellectual and social perspectives so that we effectively tackle the complete problem?”

Now, you must design an event that accomplishes all your goals, not just some. Here are some suggested ways to shape your interventions, using the example of your company’s corporate strategic plan.

  1. Determine acceptable outcomes.

Before the exercise starts, you need to create a clear picture of the final result. Rather than fixate on a single point, craft an array of acceptable outcomes. Here are some questions you can begin with.

How important is it to get to the exact right answer? How close do you have to come? What other soft-skills and communications targets need to be accomplished?

Will the team solving the problem also be in charge of implementing it?

To respond to these questions, consider the following: the purpose of a strategic planning exercise is not to craft the perfect document. The output is not at all like a book which could be written by an anonymous author.

Therefore, a consultant can’t be hired to do the thinking for your executive team. For similar reasons, your CEO shouldn’t do this task on his or her own either.

Consider the idea that it’s possible to capture the ideal language on paper, but do so in a way that ultimately fails.

So don’t fixate on the written words. Instead, concentrate on the decisions to be made. Think of ways to maximize the following:

  • The participation of affected stakeholders.
  • The inclusion of internal experts with unique insights.
  • The engagement of executives who must implement the decision.

But understanding the end-result in this broad way is just the start.

  1. A Social Activity

When you offer a maths problem to a student, even if the theory required is advanced, the general idea is that only a single solution exists.

But in our example, the process followed to derive the answers has everything to do with the chances of effective implementation. If you include the right people appropriately, you increase the odds that the final strategic plan will be embraced.

To illustrate, imagine locking a group of colleagues in a room. The only way they can escape is to solve a difficult puzzle.

Studies have shown that the bonding which may occur in such situations is transformative, even for a bunch of strangers.

This is especially true if the task is challenging and the activity is meant to accomplish an explicit, higher purpose.

Why is this important? It all means that to hit all your stated outcomes, you must address the “soft side” of the team’s activities. In your design, this aspect needs to be fostered, not left to chance.

Given this fact, scrutinize every step along the way with a social lens. Plan each activity to help the team make progress towards effective problem-solving and future implementation.

Fail to do so, and even the initial invitations sent out to ask team members to save the date can be unsuccesful. How? All of a sudden, calendars will become unavailable without explanation.

  1. Unique, Interlocking Information 

Get the executive team working well together and you will find that its collective IQ is greater than that of any individual. As members bring different areas of expertise to bear, you’ll see where unique discussions emerge.

Once again, these are impossible for even McKinsey consultants to have. Only people with an in-depth understanding who trust each other’s knowledge can engage deeply. The collective decades of experience inform the analysis.

As a result of all these factors, the likelihood of successful implementation is much higher.

Furthermore, it’s sometimes unhelpful to compare an executive team in one company with another. But if the event is facilitated skillfully, the group will make practical commitments which match their ability to deliver results.

For example, a board member who serves multiple companies may refer to a bunch of leaders from another company as an exceptional case. Although the comparison may encourage creativity, every organization has to follow its own limitations.

Realistic planning means considering constraints before making new commitments.

As this occurs, resist the urge to draw comparisons. Instead, seek solutions which help you achieve social and intellectual outcomes at the same time that fit your unique circumstances.

Francis Wade is the author of Perfect Time-Based Productivity, a keynote speaker and a management consultant. To search his prior columns on productivity, strategy, engagement and business processes, send email to columns@fwconsulting.com.

How Long is the Ideal Strategic Planning Retreat?

How long is the ideal strategic planning retreat?

“Francis”, clients sometimes ask, “Why do you recommend a two-day strategy retreat?” Usually, they want to get the most from their workshop, but also don’t wish to waste a moment. After all, top executive time is quite expensive.

Assuming that your company has agreed to such a workshop, what’s the difference between one, two, or more days?

Decision-Making vs. Decision-Announcing

Sometimes, companies just want to announce decisions which have already been made…”Town Hall” style. In these settings, you intend to inform an audience at scale about something important. But you’re happy to answer a few questions and gain some initial support. Expectations are low. Participants don’t expect an open-ended dialogue on all aspects of the business.

We recommend that these short announcement-style meetings be held separately from “decision retreats”.

By contrast, the latter are designed to foster the most powerful, breakthrough conversations possible. The stakes are deliberately boosted so that extensive, game-changing resolutions can be made.

Jim Collins and Jerry Porras, authors of Built to Last, call them BHAGs – Big, Hairy Audacious Goals.

To facilitate these discussions, attendance needs to be limited to 18 people. In this way, your team can have all the necessary talks to come to consensus. Before leaving, you should ask for a clear show of support.

This is especially true for a strategic plan, hence the need for participants representing a wide range of disciplines. But there’s more.

Discomfort Thinking About the Future

In daily corporate life, only the CEO has the benefit of spending much of her time contemplating the future. After all, it’s her job. By contrast, other senior managers are more concerned about fixing everyday problems and meeting short-term targets.

Consequently, when she sits with her team at the retreat, she has a considerable head-start. Her thinking is far advanced. As such, in my role as a facilitator, I sometimes ask her to hold back, especially if she’s an extrovert. She has the knowledge and smarts to dominate the conversation from the first few minutes, but shouldn’t. Why?

Due to the nature of this unique gathering, it takes more time for her direct reports to shift gears from short-term to long. Also, they are more likely to be introverted, which means they need a chance to think quietly. Sometimes, they may be silent for the entire first day.

Unfortunately, in a single-day retreat, the event is over before they have even left the blocks. They literally drive home thinking about all the statements they wish they had made and questions they intended to ask.

The solution is to have a second day which can maximise the team’s overall commitment. Their emotional and social involvement in the process is the key to effective implementation.

Additionally, their most valuable insights are often not revealed until the second day. This impacts the quality of the strategic plan, which begs the inclusion of their ideas.

Only a multi-day retreat gives them at least one night to think. Here’s the best way to bring different thoughts together.

Start from a Blank Canvas – Together

Successful retreats with maximum buy-in all start the same way: they pull each attendees up to speed by crafting a common base of knowledge. This ensures that no-one has an “insider advantage.” Instead, subsequent ideas are based on a shared but informed “blank canvas”.

This is a far cry from meetings where the leader announces the end-result from the start. By so doing, he unwittingly reduces participants to foot-soldiers. Following his cue, they withhold their participation, wasting time and effort.

This doesn’t work, as they all need to play a part in crafting each decision, giving their all and their full attention. It’s the only way to tap into their functional knowledge and experience required by a sound strategic plan.

When these fundamentals are in place, there is no need for more than two days. Instead, you can plan for intense discussions from start to finish, which maintain momentum once it’s established.

Before the 2008 recession, clients used to expect three-day retreats as the norm, with relaxing and fun activities sprinkled throughout. That changed when budgets tightened.

But it was actually a benefit. Now, retreats are focused affairs intended to move the needle in the right direction in the shortest time possible. They require more than ever from all concerned, but the results are equally robust.

Finally, our study underway of 50 retreats producing 15-30-year strategic plans shows that two days are ideal. Given all the conflicting needs, it weaves the path and gives the company the greatest opportunity to have an effect in a single, concentrated effort.

Francis Wade is the author of Perfect Time-Based Productivity, a keynote speaker and a management consultant. To search his prior columns on productivity, strategy, engagement and business processes, send email to columns@fwconsulting.com.