Ep 24 Employees Want In! | How AI Fixes the Participation Gap w Dan Bruder

This is a free preview of a paid episode. To hear more, visit longtermstrategy.substack.com

Your company is committed to engaging staff in implementing the next strategic plan. Like most, you realize that their involvement is important.

But the company is big…large enough that you can’t talk to everyone. Not effectively. But you’d like to give each person a chance to contribute. And be heard.

How can you pull off this seemingly impossible feat? And how can you do so…at scale?

Tune into this episode to hear from me and my special guest, Dan Bruder, as we solve this wicked problem together. We’ll look at the ways AI can be used to drive employee engagement at scale.

To watch or hear the full episode, join JumpLeap as a subscriber. This supports the work I’m doing on long-term strategic planning. It appears below the Subscribe signup box.

Ep 24 Employees Want In! | How AI Fixes the Participation Gap w Dan Bruder

This is a free preview of a paid episode. To hear more, visit longtermstrategy.substack.com

Your company is committed to engaging staff in implementing the next strategic plan. Like most, you realize that their involvement is important.

But the company is big…large enough that you can’t talk to everyone. Not effectively. But you’d like to give each person a chance to contribute. And be heard.

How can you pull off this seemingly impossible feat? And how can you do so…at scale?

Tune into this episode to hear from me and my special guest, Dan Bruder, as we solve this wicked problem together. We’ll look at the ways AI can be used to drive employee engagement at scale.

To watch or hear the full episode, join JumpLeap as a subscriber. This supports the work I’m doing on long-term strategic planning. It appears below the Subscribe signup box.

Ep 24 Employees Want In! | How AI Fixes the Participation Gap w Dan Bruder

This is a free preview of a paid episode. To hear more, visit longtermstrategy.substack.com

Your company is committed to engaging staff in implementing the next strategic plan. Like most, you realize that their involvement is important.

But the company is big…large enough that you can’t talk to everyone. Not effectively. But you’d like to give each person a chance to contribute. And be heard.

How can you pull off this seemingly impossible feat? And how can you do so…at scale?

Tune into this episode to hear from me and my special guest, Dan Bruder, as we solve this wicked problem together. We’ll look at the ways AI can be used to drive employee engagement at scale.

To watch or hear the full episode, join JumpLeap as a subscriber. This supports the work I’m doing on long-term strategic planning. It appears below the Subscribe signup box.

Think You Need a Comprehensive Strategy? Maybe Not.

Your company proudly touts its “comprehensive strategic plan.” But while its creators are satisfied with its depth and detail, perhaps it’s time to rethink. Narrowing its focus might just save it from failure.

Somewhere in your email inbox, there’s a lengthy strategic document waiting to be read. It’s so long and dense that you haven’t even glanced at it. You’re not alone—no one has. Reading it would take hours, and your plate is already full.

Deep down, you worry that months—or even a full year—might pass before you carve out time to review it. But while the plan gathers digital dust, you don’t question the good intentions behind its creation. You may have even contributed some ideas early on. Yet, because you weren’t part of the team that finalized the document, its nuances escape you.

The responsibility for crafting the final version fell to a group of well-meaning colleagues who embraced the idea of being “comprehensive.” And therein lies the potential problem.


From Strategic Plan to Wishlist

What if the plan is less of a strategy and more of a wishlist? Think of a child’s letter to Santa: an ambitious catalog of hopes, many of which are unlikely to come true.

The issue isn’t that the individual ideas in the plan are bad—on the contrary, you probably support most, if not all, of them. The problem lies in the fallacy that “more is better.” In strategy, this belief can be dangerous. It’s easy for leaders to fall into the trap of saying “yes” to every new proposal, particularly in the C-suite.

But this “yes to everything” mindset often results in an unattainable dream masquerading as a plan. Failing to say “no” plants the seeds of failure.

Perhaps this pattern is familiar. It might even explain your reluctance to engage with the document. After all, a strategy overloaded with too many good ideas often adds up to a bad one.


A Case in Point: Apple’s Comeback

Consider Steve Jobs’ return to Apple in 1997. One of his first moves was to cut most of the company’s product lines. By focusing on a single ecosystem, Apple transformed itself into the world’s most valuable company.

This example highlights the power of focus. Now, how should you respond to your own bloated strategic plan?


Announce: The Process Isn’t Finished

Reject the current wishlist and restart the planning process with a fresh approach. A helpful tool to guide this next phase is Peter Compo’s Strategy Triad, which comprises three components:

  1. Aspiration – Your primary objective.
  2. Bottlenecks – The key obstacles standing in the way.
  3. Tasks and Policies – The actions needed to address the bottlenecks.

Use this framework in your next strategy session to sharpen your focus. Here’s how:

  1. Start by selecting your single most critical objective.
  2. Identify the bottlenecks preventing success and narrow down to the few actions required to overcome them.
  3. Move on to the next objective, applying the same process.
  4. Eliminate wishlist items that don’t directly address the bottlenecks.
  5. Prioritize a small number of high-impact initiatives that fit your resources and budget.

While this streamlined approach seems logical, expect resistance.


Handling Pushback

Objection #1: “This Will Be Too Difficult”

Narrowing the plan means forcing tough choices. Colleagues with conflicting priorities will have to confront their differences in open discussions, which can create tension.

The solution? Use a neutral facilitator. A skilled, impartial moderator can help navigate disagreements, ensuring the group reaches consensus without losing focus or momentum.

Objection #2: “This Will Take Too Long”

Don’t assume you can resolve these challenges in a quick meeting. Instead, dedicate a full day to an offsite session with your top 20 leaders. Away from daily distractions, work together to identify the few key initiatives that will “bust” the bottlenecks and achieve your goals.

While this approach requires time upfront, it’s an investment. Begin by showing how many hours would be wasted trying to execute the original wishlist. By narrowing the focus, you’ll save time overall and boost the odds of success.


Why It Works

An overly broad strategic plan is often overwhelming. Your colleagues may avoid engaging with it for the same reasons you do—it feels unrealistic and demotivating. By narrowing the scope, you create a plan that feels achievable and inspires action.

Think of it as a Minimum Viable Strategy. A focused plan speeds up implementation, concentrates energy, and delivers visible results. Success, in turn, builds momentum, paving the way for even greater achievements.

When it comes to strategy, less is often more. Toss the wishlist, narrow the focus, and watch your organization thrive.

Afraid to Be Lofty? | Expand, Then Compress Your Strategy

A turbulent world demands game-changing strategies. Companies must stand out, yet executives quickly discover that setting exaggerated goals has its limits. How can you inspire staff and board members with ambitious aspirations while maintaining credibility?

Case in Point: You anticipate breakthroughs during strategic planning retreats. Instead, you’re met with the same old ideas. Why? Tentative thinking holds everyone back.

You want your team to think in lofty, inspirational terms. But motivating bold action in just a few hours is a tough challenge. Even when the business urgently needs leadership, making courageous moves is easier said than done.

You wonder, “Is there a way to escape the extremes?” Can you encourage big thinking without retraining your senior team? Try the strategy compression technique.

Establish Equity with Ground Rules

Imagine this: A CEO interrupts a retreat to make a surprise announcement. After much deliberation, he’s decided on the “perfect” targets and timelines. Cutting the discussion short, he commands, “Focus on how we get there.”

At first glance, it seems efficient. In reality, it’s bullying.

By hijacking the process, the CEO forces colleagues into a subordinate role, stripping them of their ability to make meaningful decisions. To prevent this, establish ground rules that ensure equity during the retreat.

These rules should define how discussions are conducted and decisions made. Include pre-defined steps to address rule violations.

A CEO should recognize their unique role. They think about strategy daily, unlike others who need more time to shift into strategic thinking. Patience is key.

Overcoming Old-Style Thinking

Many executive teams lack experience with effective game-changing strategic planning. Yet, they’re all too familiar with the pitfalls of lofty goals—and the ridicule that follows when aspirations seem unrealistic.

This fear prompts leaders to think small, focusing on three-to-five-year horizons. During retreats, this mindset stunts ideation, limiting creativity. Instead of seizing opportunities for bold, pre-emptive thinking, they settle for mundane logic and uninspiring goals.

What’s the cost?

Look at Blackberry, Nokia, and Ericsson. They once dominated the mobile phone market but lost their edge due to overly cautious thinking. Despite vast resources, these companies fell into comfortable ruts, leading to their decline.

To change expectations, inform your team that they’ll be engaging in game-changing, pre-emptive planning. Then, introduce the Expand-Compress Technique.

The Expand-Compress Technique

Once you’ve set the right tone, choose a target year 15-30 years in the future. A horizon like 2050 forces the team to move beyond business-as-usual thinking.

Start by brainstorming a range of desired outcomes that collectively form a breakthrough vision for that year.

Next comes the magic: creating milestones from the present to 2050. These should be realistic. How? Backcast from the future to the present, and develop mini-plans to achieve these milestones. The result is a “Merlin Chart.”

Now, take a collective pause. Ask, “How can this chart be compressed?”

This is a delicate step. Why?

If a CEO pushes too hard, the plan becomes unrealistic, breaking the cause-and-effect logic of the Merlin Chart. However, a cohesive team can challenge assumptions from various perspectives—finance, operations, marketing, etc. The chart belongs to everyone.

Compression isn’t about being reckless. It requires rigor to avoid unrealistic goals. The aim is to stretch the model without breaking it.

When done right, every participant can stand behind the compressed Merlin Chart. By negotiating timelines and trade-offs openly, the resulting strategy becomes a shared vision. This ownership significantly boosts the likelihood of successful implementation.

The Result

While contentious, the compression process allows you to aim for lofty aspirations. By blending bold vision with careful planning, you can inspire your team to reach new heights.