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One Size Doesn’t Fit All – ProductivityCast Live

Today, we’re releasing this episode which was recording live at the Task Management & Time Blocking Summit 2023 stage. The theme of the conference is “One Size Doesn’t Fit All” and so the ProductivityCast team spent time discussing in front of the live audience what our thoughts are on challenges of one-size-fits-all and some thoughts of solving for it. Enjoy! (If you’re reading this in a podcast directory/app, please visit https://productivitycast.net/138 for clickable links and the full show notes and transcript of this cast.) Enjoy! Give us feedback! And, thanks for listening! If you'd like to continue discussing One Size Doesn’t Fit All - ProductivityCast Live from this episode, please click here to leave a comment down below (this jumps you to the bottom of the post). In this Cast | One Size Doesn’t Fit All - ProductivityCast Live Ray Sidney-Smith Augusto Pinaud Art Gelwicks Francis Wade Show Notes | One Size Doesn’t Fit All - ProductivityCast Live Resources we mention, including links to them, will be provided here. Please listen to the episode for context. Remember the Milk CrossPlatform podcast Raw Text Transcript | One Size Doesn’t Fit All - ProductivityCast Live Raw, unedited and machine-produced text transcript so there may be substantial errors, but you can search for specific points in the episode to jump to, or to reference back to at a later date and time, by keywords or key phrases. The time coding is mm:ss (e.g., 0:04 starts at 4 seconds into the cast’s audio). Read More Voiceover Artist 0:00Are you ready to manage your work and personal world better to live a fulfilling productive life, then you've come to the right place. ProductivityCast the weekly show about all things productivity, here are your hosts, Ray Sidney-Smith and a Gousto pinout with Francis Wade and art Gelwicks. Raymond Sidney-Smith 0:17Welcome back, everybody to ProductivityCast the weekly show about all things personal productivity. I'm Ray Sidney-Smith. Augusto Pinaud 0:22I'm Augusto Pinaud. Francis Wade 0:23I'm Francis Wade. Raymond Sidney-Smith 0:24And Art Gelwicks is with us somewhere in spirit. But he'll be back hopefully, and with us shortly. Welcome, gentlemen. And welcome to you all, listening, live, watching live or listening after the fact to the podcast feed. We are here live at the task management and time blocking virtual summit 2023. And the theme for this summit is one size doesn't fit all. And what Francis kind of positioned us to do here on this episode was to talk about really the the ideas behind what does one size fits all mean? Does it really make a difference in our productivity? Can we think about this in a more, I think fluid and dynamic way. And I'm going to play devil's advocate a little bit in this Episode Episode to talk about really the, the fine line between efficiency and effectiveness, when we think about one size fits all methods, tools, and otherwise. And so what do we want to get started here, let's let's talk about one size fits all being a problem, because we're consistently trying to do more. And as Francis talks about task volume, for instance, do you want to kind of talk to us about the number of projects and commitments that you typically talk about with regard to how one size fit all one size fits all really becomes a problem for folks, when they're attempting to do more and more Francis Wade 1:48Sure, is that we're greedy. It's, we fill our we fill our plates in terms of capacity. So we do as much as we can do, and we grow as much as we can grow. And when we get to a particular level, we still want more. So even if we pick up a new app and learn some new techniques and become more productive, because we can manage more tasks, eventually, or capacity runs out, because we just keep adding more tasks, we're really until eventually, we coupled and start to experience problems all over again, it's just human nature,
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Hyper-Scheduling: Commentary on MacSparky’s Granular Time Blocking Method

In a post entitled, Hyper-Scheduling, David Sparks (a/k/a MacSparky) writes about his method of time blocking on a granular level. This week, the ProductivityCast team provides their commentary, challenges and methods on this concept of hyper-scheduling, which will hopefully spark ideas on how you can better manage your time-based work. (If you’re reading this in a podcast directory/app, please visit https://productivitycast.net/137 for clickable links and the full show notes and transcript of this cast.) Enjoy! Give us feedback! And, thanks for listening! If you'd like to continue discussing Hyper-Scheduling: Commentary on MacSparky's Granular Time Blocking Method from this episode, please click here to leave a comment down below (this jumps you to the bottom of the post). In this Cast | Hyper-Scheduling: Commentary on MacSparky's Granular Time Blocking Method Ray Sidney-Smith Augusto Pinaud Art Gelwicks Francis Wade Show Notes | Hyper-Scheduling: Commentary on MacSparky's Granular Time Blocking Method Resources we mention, including links to them, will be provided here. Please listen to the episode for context. Hyper-scheduling - MacSparky  Unschedule How to Use the Unschedule - Video Tutorial  Google Assistant Time-Based Actions: Events - https://support.google.com/assistant/answer/7678386?hl=en&co=GENIE.Platform%3DAndroid Reminders - https://support.google.com/assistant/answer/9387035?hl=en&co=GENIE.Platform%3DAndroid Timers - https://support.google.com/googlenest/answer/7028899?hl=en Raw Text Transcript | Hyper-Scheduling: Commentary on MacSparky's Granular Time Blocking Method Raw, unedited and machine-produced text transcript so there may be substantial errors, but you can search for specific points in the episode to jump to, or to reference back to at a later date and time, by keywords or key phrases. The time coding is mm:ss (e.g., 0:04 starts at 4 seconds into the cast’s audio). Read More Voiceover Artist 0:00Are you ready to manage your work and personal world better to live a fulfilling productive life, then you've come to the right place. ProductivityCast the weekly show about all things productivity, here are your hosts, Ray Sidney-Smith and Augusto Pinaud with Francis Wade and Art Gelwicks. Raymond Sidney-Smith 0:17Welcome back, everybody to ProductivityCast the weekly show about all things personal productivity. I'm Ray Sidney-Smith. Augusto Pinaud 0:23I'm Augusto Pinaud. Francis Wade 0:24I'm Francis Wade. Art Gelwicks 0:25And I'm Art Gelwicks. Raymond Sidney-Smith 0:26Welcome, gentlemen. And welcome to our listeners to this episode, today, we are going to be talking about the calendar and really how to utilize the calendar to be more effective, really related to David Sparks. And some of you may know him as Mac Sparky at macsparky.com and the Mac Power Users podcast, he has been writing about something that he calls hyper-scheduling since 2018. And I thought we would actually tackle this topic in terms of just covering what he is really talking about in his series of articles around this. And so in 2018, he wrote this article that he said he was experimenting over the last month, in essence doing more deliberate scheduling of his time. And so really, what it looks like is a an explanation of what is time blocking the idea of being able to put blocks of time in your schedule. In his particular case, he's calling it hyper-scheduling, I believe, because he is identifying more granular times where he's doing things. So instead of say, large swaths of time for the day, he's putting smaller and smaller blocks of time in the calendar for particular activities. And he defines various blocks. And he gives you the opportunity to be able to think about your own world in terms of what those smaller, more granular blocks could be, for purposes of having a schedule that you can fall in line with, as you make your way through the day.
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How to Connect Two Different Generations at Work

As someone born before 1988, you have noticed that newer staff in your company are acting and thinking differently. You suspect it may just be an expected generation gap, but now something seems to have shifted.

You conclude, new technology is powering the younger generation to change norms at an unprecedented rate. But how?

Among the many explanations of this transformation, the one by The Category Pirates stands out. In their books and newsletters on marketing, they offer a refreshing take.

According to them, the world is now divided between Native Analogs and Native Digitals. Here is a definition of the two groups, followed by ways to bridge the gap.

1. Native Analogs

These are over 35 years of age, Baby Boomers and Gen Xers who were born and grew up in a world of relatively limited technology. They remember the first computer they ever saw, and their first email address on the “world wide web”.

Also, when their land-based phones rang, they ran to answer them. Television, radio and cinema screens played primary roles in their entertainment.

In the workplace, many have adapted to a digital reality. However, their primary experience is live and in-person. Consequently, executives from this era don’t question the need for employees to return to the office post-COVID. After all, it’s obvious: this is how real work takes place.

Unfortunately, a return to a single physical location isn’t for everyone. To some Native Analogs, staff who resist the mandate are probably being lazy. Or wilfully ignorant of the historical fact that the company’s success was built on face-to-face contact which Zoom can never replicate.

Their reluctance to confront this reality is thought to be born of slackness. They need more discipline if they hope to be successful.

But what if that explanation so accepted by Native Analogs only makes sense in their world? The Category Pirates offer a revolutionary answer: there is another world which has arisen that Native Analogs cannot comprehend without effort.

  1. Native Digitals

According to the Pirates, Native Digitals represent a new category of human being. Because it’s being birthed in the open, the older generation is missing its significance.

The Pirates posit that this new generation is not “physical first, digital later” but the opposite…”digital first, physical later”. In other words, their primary reality is not physical, but digital.

About a decade ago, I once met a diaper-clad toddler playing with a tablet. After a few minutes, he set it aside to do something on the PC. The fact that the child could barely talk was a shock. How could this be happening?

Obviously, such an immersion in the digital world would have an impact on the individual. But the Pirates explain that this is a generational shift. Today’s Native Digitals tour the foreign physical world, so they can bring their experiences back to share in their online world.

As such, in the US 58% of workers say they would “absolutely” look for a new job if they had to return to the office. And Jamaican companies complain that they can’t find employees.

As a young Kingstonian explained to me, “I quit my local face-to-face job to work remotely for a company in California.”

Apparently, a traditional analog position is what you take when nothing else is available on Linkedin. Instead of rising the corporate ladder, the new generation wants an independent income from a place like YouTube. You can expect them to leave your organization as soon as they believe it’s within their grasp.

But this is more than a change in work preferences. Native Digitals increasingly buy products, services, experiences and transformations in their digital lives instead of their analog lives. Their choices are transforming all kinds of industries at scale. For example, remember when Jamaica had a cinema in every town, rather than one on each mobile screen?

  1. Adapting to the Change

If there truly is a new category of human emerging, we need to pay attention. This happens only once per few hundred years. But more importantly, the future of your business may be at stake.

At the moment, some 62% of managers are millennials and that number is steadily increasing. At some stage, it will hit a tipping point.

Unfortunately, we Jamaicans like to mentor downwards to younger people still paying their dues. As a result, we suppress young talent to hide old ignorance and incompetence. Obviously, that approach won’t succeed.

A better path is to find some Native Digitals to work with, if you are a Native Analog. And the opposite is also true. Neither side has a complete picture, but working together could predict your company’s success, or even its survival.

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Move Beyond One-Size-Fits-All Productivity

You have a serious concern for your personal productivity. It’s annoying to realise moments where you could have done things more efficiently. Why? You are someone who hates to see time being wasted. But when you reach out for help, all you receive is “foreign” advice, far removed from your experience.

At this point, most of us throw up our hands in frustration. I certainly did when I moved back to Jamaica in 2005. I quickly realised that much of what I had learned about being productive didn’t work locally.

It was humbling.

As a teacher of time management programs, I thought I knew a thing or two. Instead, I was struggling to apply a formula I had used for over 20 years of professional life in the USA.

But I decided that I should find an expert to understand my new situation. If there was a “Personal Productivity in Developing Countries” book, I required it.

After searches on Google and Amazon, I gave up. So I tried searching “War Zone Time Management”. Nothing there either.

But what I wanted seemed obvious to me. I needed to manage my task-load productively in ways that fit my hectic circumstances. And culture. This meant I could not simply mimic what experts in New York or London were doing.

Therefore, I had to dig deeper for some answers. Here are the main findings which became part of my second book, Perfect Time-Based Productivity, and today shows up in training and conferences.

Finding #1 – We teach ourselves the art of task management…but haphazardly.

We all know we learn how to run at an early age. However, it’s not the sprinting Usain and Shelly-Ann practice as professionals. That has to be learned, which means that several habits must be unlearned.

The same applies to task management. After we are shown the concept of time as eight-year-olds, we begin to create tasks. At the start, it’s mostly a memory game.

Finding #2 – Challenges to Becoming Better

Improving your skills in this area isn’t easy. Unlearning old habits is hard, and this topic is just not taught in school. Instead, it’s sink or swim for students.

Also, task management is not an occasional obligation. Unlike sprinting, you are doing it all the time, every single day. Therefore, you just cannot pause to step back and reflect in order to improve. You must develop while you are executing.

Furthermore, this isn’t an optional activity. We are required to use one technique or another so we can be fully functional adults. The only question is, at what level will we perform? And should we do so consciously or not?

Finally, if you have a knowledge worker’s role, you must adopt digital technology. The most common are email and WhatsApp. Some also employ task management software, perhaps supplemented by paper – the most ordinary technology of all.

This all makes the job of becoming a better task manager hard. In this case, being smart or experienced doesn’t help. The playing field is level and anyone can ascend to greater heights with the right knowledge.

Finding #3 – The Key to Improvement is Not a Guru

While great sprinters need coaches, you probably don’t have one for your task management. Therefore, you must mimic what they do and become an expert at diagnosing your current performance in this area.

The best place to start is with the defects – moments when you notice a problem which indicates you have fallen below your desired standard.

For example, each time you forget a task, find yourself late, lose track of an email message or feel overwhelmed…these are all helpful signs that your system has broken down. To determine the best solutions, you need to engage in conscious self-diagnosis.

Do so with the leading tools available. Some are described in my book, but there are self-diagnostic tools offered in workshops, webinars and articles. Their intent is to help you get to the source, so that you can fix problems and effect improvements.

Unfortunately, most of us are satisfied way too early. We look around at others in the office and decide what the average performance might be. Then we set our aspirations accordingly. We end up being mediocre.

However, if you are committed to world-class achievement, there is a lot to choose from. While local role models may be hard to find, they should also be envisioned from case studies. They’ll assist you in departing from one-size-fits-all answers to crafting custom solutions.

In summary, unlike the mid 2000s when I returned to Jamaica, this challenge can be met. “Jamaican Productivity” need not be an embarrassing joke. We are faster on the track than anyone in the world, and can also become just as individually effective.

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.

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Why Your “Non-Specific Vision” Has Stopped Inspiring Staff

We all know what it’s like to be inspired by a vision of the future. It feels good, as if we are responding to a higher purpose. But why do corporate visions fall often flat?

In 1991, I led a vision statement exercise for my AT&T, New Jersey organization. The project took several weeks and included two workdays.

Over 50 persons in the department were involved. After a number of activities we (the planning team) felt quite proud of the final document. It was signed and mounted near the entrance.

We were energized. And wanted to do much more.

Fast forward to 2023, and now I admit that the hard work we did would be insufficient today. While the creation of a vision statement was a breakthrough activity at the time, it would hardly move the needle now. Why?

Things have changed. If you intend to motivate staff with a view of an inspiring future, you must use more precise tools. Here are some insights.

1. Follow the “Fool-Yourself Rule”

Thanks to Facebook, Instagram, Whatsapp, Twitter, and Tik Tok, we are flooded with inspirational memes. Perhaps your friends also send 5-10 quotes with a pretty background each day.

Given the overwhelm, you probably aren’t as easy to arouse as you used to be. In fact, now you could be a bit jaded.

This isn’t a personal problem and there’s nothing wrong with you. The most likely explanation? You have raised the bar.

For example, statements that everyone can claim to be true don’t lift you up. Case in point: “Thankful I am near the top of my profession!”

Anyone can post this accolade on their timeline because it lacks specific measurements. It’s vague. Unclear. And falls flat.

Today, the same problem pervades corporate statements. Check your company’s vision. If it sounds as if it’s already been done, then it’s failing the test. So does the AT&T department vision of old.

Today, effective organizational visions prevent people from fooling themselves into thinking they have arrived. Instead, they create a useful tension because they evoke a clear gap.

2. Fill in the Details

Today, we are exposed to would-be inspirations via text, image, videos, audios, and interactives. Dynamic communicators use these elements to paint vivid portraits of their visions.

In like manner, we need to create detailed pictures of the future. For example, in addition to saying “a company that is diverse” we would say:

– no more than 50% of our staff comes from any tertiary institution.

– at least 35% of employees originate from other CARICOM countries.

– no single gender dominates new hires by more than 10%.

These specifics raise pointed questions such as: Why are these numbers chosen? What is the target year? What is today’s baseline?

They provoke a followup: “How will we get there?”

In the past, company leaders could get away by saying “Trust Me”. But those days are gone. Now, a written strategic plan must bridge the gap between today and tomorrow before employees buy in.

3. Detail the Steps

Use your strategic planning retreat to create a vision, give it details, and link it back to 2023 with a plan. Start with a structured, high-level brainstorm to bring everyone together on the same page around your vision. You can begin with words, but make sure it has a date such as Vision 2030 Jamaica.

Then, once agreement is reached, convert the words into metrics. What will be the KPI’s in the chosen year? Also, craft a list of interventions needed to move the numbers in the right direction.

Finally, use a modern tool – back casting – to connect your vision for the future with today in a single timeline. How does it work?

Simply start with the future and work back towards the present. For example, if you choose a 25 year target, start in 2048 and work backwards to this year.

But here’s an important tip – don’t try to do this exercise in a large group. Instead, hand-pick a small one.

During its deliberations, the smaller team crafts a logical and feasible timeline. It should be conservative. Easy to understand. And showcase a host of cause-and-effect relationships so that others can follow your logic.

But above all else, it must be credible. Now, any stakeholder can be taken through the long-term strategic plan and believe in it.

This is all a far cry from the vague vision statement we put up at the entrance at AT&T. That document had neither a target year, nor specifics, nor a means to accomplish its goals.

If your company is still parading a vague vision statement in its corridors, retire it. Create a new detailed vision for a specific year that energizes staff.

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.

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Best timeline for strategic plans

You are about to begin a fresh round of strategic planning. The team is eager, but before the retreat starts, you have a tricky decision. What length of time should your organization create a plan for?

Some already have strong opinions. The head of sales wants a 2-year plan. He needs the retreat to be short so he can go back to hitting his numbers.

At the other end of the spectrum, the V.P. of innovation and research wants some clear guidance on which technologies to pursue. The choices are wide, and a poor decision could doom the organization. She is thinking of a 40-50 year planning horizon.

They are both persuasive, but you need to make a choice. What are your next steps as the sponsor of the upcoming strategic planning retreat?

  1. Punt the Decision

Fortunately, there is an approach that relieves you of duress. Given the importance of the planning horizon, get the team to make the choice during the meeting. How does this work?

First, explain to them why this is critical – the specific year and time elapsed (e.g., 2043, 20 years). It’s a critical one that deserves the input of all involved. As such, it should be crafted in real-time, face to face, but only when all the facts are on the table.

Therefore, the act of choosing the horizon should not be the first item on the agenda. Instead, begin by following a process to share pertinent information from all areas together in one place so that the team has a common understanding. During this preliminary session, remind the team that the next session will require them to choose a planning horizon. Ask them to keep this in mind as they review past performance and today’s issues.

This should actually help them remain hopeful. Why? Some of your company’s challenges probably only have complex, long-term solutions. In prior meetings, leaders gave up because they didn’t have enough time available. Now, they do.

When the subsequent session begins, explain the mistake of choosing a planning horizon which is too short or too long. Offer them the following two “warnings” to help pick the optimal timeframe.

  1. The Too-Short Warning

Ask the team, “What happens if we choose a tiny horizon?” They may admit (after some reflection) that a 2 to 3-year plan will simply extend the past. Why? It’s only human.

They won’t say it out aloud, but people unconsciously prefer continuity and hate uncertainty. Our default mentality is to pick a predictable future. A short planning horizon keeps things comfortably the same.

But what about the power of a transformation? You should also remind them that if they don’t use time as a deep resource, they won’t create a Jim Collins-like Big Hairy Audacious Goal (BHAG). Such objectives are meant to inspire and uplift. They give meaning and add resilience, especially to younger staff.

Also, with a short planning horizon, key problems which need time will remain unsolved. Plus, you’ll also be missing important trends. For example, a 5-year planning horizon blocks you from seeing developments which take 7 years to mature. By contrast, if your competitors consider a longer time frame, they might include the trend in their thinking to their advantage.

Finally, aggressive executives love short-time frames because they see it as a way to force staff to work harder, and achieve results sooner. The problem is that some projects (like pregnancy) can’t be rushed. Don’t pretend that magic is real, or you’ll see employees merely going through the motions, doing the minimum.

Why? At its heart, short-termism is a synonym for selfish leadership. “My current needs trump your future needs.” It’s as if the team is also saying, “Instead of making difficult decisions now, we will leave them for you young folk in the hope that you still have time.” It’s the very opposite of sustainable business thinking.

  1. The Too-Long Warning

Sometimes team members become true believers in long-term reasoning. They say “the more the merrier!” and call for a one-hundred year planning horizon. They may even cite examples of Asian organizations which do so.

However, you should take a look at your environment. Chances are, a planning horizon which is too long will mystify stakeholders who can’t relate. Instead of being inspired, they’ll become cynical.

Also, you might not have the resources or skills to plan too far out. Remember, whatever horizon you choose must be connected back to today.

Get your team to find consensus on the optimal time horizon in a healthy, real-time debate. It will set the stage for the success of your organization’s strategic plan.

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.

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Culture Still Eats Strategy for Breakfast

You have heard the saying that “Culture Eats Strategy for Breakfast”. It has a ring of truth to it, but you don’t want to believe that strategic planning is futile – a victim of large, negative forces which cannot be overcome. But if it’s neither entirely right nor wrong, can we still use it?

The most depressing naysayers warn us that fancy plans can only go so far. Jamaican culture on a whole, or a specific corporate culture, will only allow so much change, but no more. But is this just a cynical way of looking at the world? Should it be discarded, or is there an element of truth that should be included in your planning for 2023?

After all, you don’t want to waste time shaping interventions meant to move the company forward, which could be doomed from the start.

In this context, what is culture made of? While there are many definitions, let’s assume that it comprises unconscious habits, practices, and routines. We all have them. And when we humans come together in an organisation, we can’t help but bring these elements, combining them into one.

For example, all companies have people who complain about being treated unfairly. Some leave their ruminations in the car park. Others spend most of their workdays kvetching to themselves. But our definition would focus on the complaints which are continually shared in workplace conversations.

By contrast, the occasional complainant, who resolves matters quickly, does not add to the culture. When a single problem is solved, it goes away.

This definition of culture is one your strategic planners should adopt. Why? Most teams I work with want to include some kind of cultural transformation in their long-term plans. Unfortunately, they lack expertise in this area. They only know enough to label organisations they have experienced from the past, judging some as superior, and others toxic.

However, they don’t know how to create a large-scale shift from one level to another. Without this expertise, their objective remains more of a hopeful wish than anything they can operationalise. To make things more concrete, here are some practical steps to take to forge the kind of culture that supports your strategic plan.

  1. Go Past Current “Values” and “Purpose” Statements

If your company hasn’t revamped its core statements in the last year, chances are they are no longer offering much guidance. In the worst cases, staff only use them to point out hypocrisy gaps…the places where your leaders are not walking their talk.

If you find yourself in this kind of situation, the standard advice is to undertake a refresh. Rather than driving up further cynicism and resignation, retire the statements and declare that they have done their job. Set up an effort to define new ones in light of a fresh strategy. Point out their purpose: to help accomplish a specific long-term vision.

This is Blue Ocean-style, opportunity creation at its finest.

But most leaders may still want the documents to be vague, echoing the tone of the ones they are replacing. Today’s best practice calls for a different approach. Instead of being ephemeral and high-level, look to define specific behaviours so they can’t be mistaken.

  1. Specific Behaviours Listed in the Corporate Strategic Plan

It may become clear as you do your planning that some of your corporate culture must be changed. For example, a culture of constant victimhood isn’t likely to be innovative and entrepreneurial…the behaviours your new strategy needs to succeed.

But these initial phrases are only clues. They aren’t detailed enough. Instead, take a deeper dive into the specific behaviours you want to change. Here, they need to pass the Video-Tape Test. If they can be enacted on film, then they are clear enough to be included in your strategic plan.

For example, a phrase like “responsibility” may fail the test because it doesn’t speak to a specific behaviour. By contrast, “I apologise to those I have wronged” is a specific behaviour which is undeniable.

It’s also one which can be trained, coached, measured and added into a performance system. As such, it becomes a tool to assist in accomplishing the strategic plan.

While you may group similar behaviours for ease of transmission, it’s important to be careful. Why?

The fact is, this isn’t about a change for its own sake. Instead, the planning team should see a clear cause-and-effect relationship between newly envisioned behaviours and critical elements of the strategy.

As such, these are carefully defined, culture-change projects designed to shift specific behaviours. Although such efforts are challenging, don’t allow them to languish or be eaten up by a toxic culture no-one supports.

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What Role Does a Corporate Strategy Officer Play?

Your company is thinking about creating a new role: strategy specialist. This person should support the entire strategy creation cycle and help produce a strategic plan with impact. But what exactly should be that person’s responsibilities? What uncommon value should they add?

The challenge of filling this position is unique. Why? Strategy is the main job of the CEO or MD. They birth a new plan in a retreat or offsite, then ensure it gets implemented effectively. The effort is meant to define the future of the organization and accomplish outstanding results.

In many companies, the top executive is the only person who is consistently looking far ahead.

As such, strategy specialists are playing specific support roles. Here are some unique activities they should undertake.

  1. Manage and Change the Strategic Planning Process

The best practices for crafting a strategic plan are constantly in flux. For example, if you are still doing a SWOT analysis in your planning meetings in 2023, it’s a sign of outdated thinking.

The most qualified person to manage and update the strategic planning process in your company could be the strategy specialist. They can do the research needed to uncover improvements and test fresh technology. This keeps the process running efficiently, engaging participants along the way.

The truth is, it’s quite hard to create a great strategic plan with a bad process. Some may think it’s a matter of personality, but I differ. While a “strong” leader can make a difference, this is a group effort.

A strategy specialist recognizes this fact and knows that a top quality plan needs a wide range of employees to implement them. What holds them together is a well-defined process and skilled facilitation.

  1. Craft a Special Role During Implementation

When the planning cycle is over and implementation has begun, a strategy specialist needs to be wary of picking up the role of de facto project manager of “strategic initiatives.”

Instead, leave that role to the Project or Programme Management Office – PMO. This is, after all, their area of expertise. Alternately, focus on feeding the executive team with critical updates from outside. Here’s why it’s important.

Once a strategic plan has been completed, it’s not like adding another unit to a 1,000 home housing scheme. A carbon copy. Instead, it represents a compilation of brand new thinking.

As such, each strategic plan is built with a number of untested hypotheses, which themselves rest on a foundation of assumptions.

No-one can know for sure whether the hypotheses and assumptions are correct. But the strategy specialist must track whether they hold up as life unfolds.

In other words, long before an executive detects that there’s a huge threat to the current strategy, the specialist should have picked up early warning signs. In this sense, he/she is like a detective, scanning the horizon for bits of pertinent information which indicate a changing headwind.

It may be an industry trend. Or a fresh technology. Or a new government regulation. Perhaps a surprise competitor has emerged. These are all developments which threaten the foundations of the current strategy.

As such, they must be weighed and measured to determine if a revisit is necessary.

  1. Measure Implementation

At the same time specialists monitor the external world, they should ensure that the plan is taking root in the organization.

Most companies have past horror stories about strategic plans which were crafted, and sounded good on paper, but never reached implementation.

There are a number of pitfalls which can occur. Some have to do with a lack of accountability. There are difficult, feedback conversations which just don’t take place.

Part of the reason lies with a manager’s missing skills. But he/she also lacks data.

I recommend you use the Balanced Scorecard to measure how well your strategic plan is being implemented. It can also be used to test the assumptions and hypotheses within the plan.

In both cases, the company’s leaders can see at a glance whether implementation is actually taking place. But are they required to watch the numbers this closely?

Absolutely. Every single strategic plan is intended to move the needle in an organization. This change occurs at the expense of prior habits and priorities. The battle to make these changes is real.

The specialist ensures that this progress is being made. They also raise a flag when not enough is happening to ensure success.

In summary, the strategy specialist role is an unusual one that most organizations have not identified clearly. However, every serious organization must perform these functions. Even if they are all conducted by the CEO, they should never be allowed to fall through the cracks.

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Has Your Vision Statement Lost Its Punch?

You want to engage your staff around a bright, hopeful future. At some point in the past, a two-paragraph vision statement did the trick. But lately, it’s gone stagnant. What should you do to restore the inspiration it once provided? Should you change the words, or try something different?

You aren’t alone. Most companies have vague statements which sound a lot like each other. With phrases such as integrity and world-class being thrown around, you could probably swap your statement with another company’s without anyone raising a fuss.

The truth is that traditional vision statements have lost their potency, like a drug which has reached its expiry date. Today, there’s clickable inspiration available on Facebook, WhatsApp and TikTok, and your old statement just can’t compete.

But there’s a lesson here as well. In your next strategic planning retreat, you need to do more than build your vision of the future with a few flowery words. Here are some concrete steps to paint a vivid picture or end-vision employees find irresistible.

  1. Give Your End-Vision a Deadline

When you announce a traditional vision statement, if it has no year attached to it, folks in your audience do something interesting. Some believe it will be reached within a year, at most. Others assume 100 years. And if you leave this discrepancy in place, you force staff to eventually ignore it altogether. Why?

They see it as a farce. A con job.

And don’t complain that this wasn’t your intention. The world has changed and expectations have risen. Now, a vision statement needs a year attached to bring the kind of accountability which makes people sit up and pay attention.

If you already have a statement, but it’s “timeless”, launch a new effort. Don’t simply tag on a cool deadline. The way you picture the future must keep up with modern norms if you want it to be noticed.

  1. A Vision Needs to Be Both Quantitative and Qualitative

Executives often make the mistake of believing that staff are motivated by financial results the way they are. Why? Most leaders’ rise up the ranks is a function of their ability to impact the bottom-line. Consequently, when they join the C-Suite, they are fluent in a certain language: the drivers of shareholder value.

However, employees aren’t interested as much.

Instead, a vision must be described in terms that do more than benefit the wealthiest 1%. Today, staff want to make a difference in the work they do and smart leaders develop empathy for this fact.

As such, the best executives describe holistic “visions” in detail. What do they look like? For a particular target year far off in the future, both quantitative and qualitative terms are used. They include as many as 20-40 descriptors and metrics. Together, these paint a rich picture of an end-game that pulls everyone in.

  1. A Vision Must Include ESG Goals

At the moment, Environmental, Social and Governance (ESG) goal-setting is in its infancy. For most companies, it’s a response to investors’ complaints.

As such, organizations are adding a layer of ESG tactics on top of their profit motives.

But most of these efforts are reactive and will miss the boat completely. Why? The ESG movement is actually a revolt against short-termism.

How did it come about? By focusing only on 5-year results, corporate leaders forced organizations to be profit-driven only. As such, other factors and impacts were overlooked.

It’s an easy error to make. For example, many international companies doing business in Jamaica have ignored their surrounding communities. That is until their executives have to be airlifted and escorted from the compound in the middle of a violent strike.

But there’s a solution. Take your company through the process of developing a 15-30 year vision along with a strategy to accomplish it. This will return the balance. Why? When you plan far into the future, you are forced to consider all salient factors.

However, if you try to squeeze ESG concerns into your five-year plan, prepare for your staff to decry its stupidity. They may not complain openly. But their reaction will be to seek inspiration elsewhere, where they can find some authenticity, e.g. church or social media.

Not that this is easy. Big picture, long-term engagement is not taught in business schools.

But it can be learned and coached into existence. And it can be programmed into your business by following a sound long-term strategic planning process.

The world is approaching a time when only holistic visions, which are big, realistic and balanced, will gain respect. Investors have begun to notice and so have employees. Don’t let short-termism ruin your leadership.

Posted on

Has Your Vision Statement Lost Its Punch?

You want to engage your staff around a bright, hopeful future. At some point in the past, a two-paragraph vision statement did the trick. But lately, it’s gone stagnant. What should you do to restore the inspiration it once provided? Should you change the words, or try something different?

You aren’t alone. Most companies have vague statements which sound a lot like each other. With phrases such as integrity and world-class being thrown around, you could probably swap your statement with another company’s without anyone raising a fuss.

The truth is that traditional vision statements have lost their potency, like a drug which has reached its expiry date. Today, there’s clickable inspiration available on Facebook, WhatsApp and TikTok, and your old statement just can’t compete.

But there’s a lesson here as well. In your next strategic planning retreat, you need to do more than build your vision of the future with a few flowery words. Here are some concrete steps to paint a vivid picture or end-vision employees find irresistible.

  1. Give Your End-Vision a Deadline

When you announce a traditional vision statement, if it has no year attached to it, folks in your audience do something interesting. Some believe it will be reached within a year, at most. Others assume 100 years. And if you leave this discrepancy in place, you force staff to eventually ignore it altogether. Why?

They see it as a farce. A con job.

And don’t complain that this wasn’t your intention. The world has changed and expectations have risen. Now, a vision statement needs a year attached to bring the kind of accountability which makes people sit up and pay attention.

If you already have a statement, but it’s “timeless”, launch a new effort. Don’t simply tag on a cool deadline. The way you picture the future must keep up with modern norms if you want it to be noticed.

  1. A Vision Needs to Be Both Quantitative and Qualitative

Executives often make the mistake of believing that staff are motivated by financial results the way they are. Why? Most leaders’ rise up the ranks is a function of their ability to impact the bottom-line. Consequently, when they join the C-Suite, they are fluent in a certain language: the drivers of shareholder value.

However, employees aren’t interested as much.

Instead, a vision must be described in terms that do more than benefit the wealthiest 1%. Today, staff want to make a difference in the work they do and smart leaders develop empathy for this fact.

As such, the best executives describe holistic “visions” in detail. What do they look like? For a particular target year far off in the future, both quantitative and qualitative terms are used. They include as many as 20-40 descriptors and metrics. Together, these paint a rich picture of an end-game that pulls everyone in.

  1. A Vision Must Include ESG Goals

At the moment, Environmental, Social and Governance (ESG) goal-setting is in its infancy. For most companies, it’s a response to investors’ complaints.

As such, organizations are adding a layer of ESG tactics on top of their profit motives.

But most of these efforts are reactive and will miss the boat completely. Why? The ESG movement is actually a revolt against short-termism.

How did it come about? By focusing only on 5-year results, corporate leaders forced organizations to be profit-driven only. As such, other factors and impacts were overlooked.

It’s an easy error to make. For example, many international companies doing business in Jamaica have ignored their surrounding communities. That is until their executives have to be airlifted and escorted from the compound in the middle of a violent strike.

But there’s a solution. Take your company through the process of developing a 15-30 year vision along with a strategy to accomplish it. This will return the balance. Why? When you plan far into the future, you are forced to consider all salient factors.

However, if you try to squeeze ESG concerns into your five-year plan, prepare for your staff to decry its stupidity. They may not complain openly. But their reaction will be to seek inspiration elsewhere, where they can find some authenticity, e.g. church or social media.

Not that this is easy. Big picture, long-term engagement is not taught in business schools.

But it can be learned and coached into existence. And it can be programmed into your business by following a sound long-term strategic planning process.

The world is approaching a time when only holistic visions, which are big, realistic and balanced, will gain respect. Investors have begun to notice and so have employees. Don’t let short-termism ruin your leadership.