In all TRG facilitated planning sessions there is a moment of challenge when the leadership is asked if the listed outcomes and actions are:
1) A full representation of those both needed and intended
2) Connected to both ‘Ownership’ and a ‘Calendar’
This concept should be more than a grace-note at the end of a successful planning session, but connected to the core of all groups’ ongoing focus on success. Without a mechanism to massage strategic intentions on a regular basis, there is a strong likelihood that, at the minimum, while pursuing winning steps, potential allied and connected actions will be lost.
Following is a “Planning to Reality” Checklist:
Plan Ownership: Named Leadership; Protocols; Review / Back-up
Working Calendar: For ALL Goals, Objectives and Initiatives
Financial Targets: Prospective Growth; Minimums Necessary to Sustain Operation
Talent: Connection to Targets; Inventory; Sought; Obtained
Administration: Executive / Managerial; Financial; Legal
Facilities: Internal Base of Support; External Availability
Systems: Internal Capabilities; External Extensions; Sought After Resources
Outreach: Marketing; General Communications; Public Relations; Internet Positioning
If ANY of the above are missing, the planning runs the risk of resulting in an outcome more limited than it should be.