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A Framework for Leading Strategically

February 2, 2017

You've probably spent some time over the past few months creating your business plan to map out the actions necessary to achieve the organizational strategic plan. Planning is an important component of achieving organizational goals. You have to know where you want to go in order to make it happen. But many leaders struggle to put their plan into action and actually achieve the results identified in their business plans. So how do you dust off your well-crafted plan and actually put it into action?Many leaders confuse being busy with being productive. They get so caught up in the day to day activities, and can't seem to find time to focus on strategic initiatives and make any traction. The cycle continues, and they feel frustrated, overwhelmed, and unsure of how to get their team into action.

In order to achieve exceptional results, you need to create clarity for yourself and your team, and you need a framework for implementation.

One of the main reasons leaders don't achieve their business plan objectives is a lack of clarity. They come up with the ideas, but fail to translate them into specific actions and delegate them appropriately. They may have created a solid business plan, but they struggle to get their staff to achieve the goals. Often this is because they haven't taken the time to share the plan with their staff, and neglect to develop a system to ensure the objectives are accomplished throughout the year.

Yet with a simple framework, you can set yourself up to work smarter and more purposeful this year. The beginning of the year is a perfect time to align your team around the business objectives and create success. By following the practices below, you can develop a simple framework in under one hour that will ensure you stay focused on what's important and lead your team to a successful year.

  • Schedule one strategic meeting a month. In his book, Death by Meeting, Patrick Lencioni suggests a framework for meetings: quarterly off-site, monthly strategic, weekly tactical, and daily check-in. This ensures your team has scheduled time for both strategic and operational discussions, and allows you to assess your progress often. Most leaders focus on tactical meetings and get bogged down in details and issues. A monthly strategic meeting will ensure you and your team are pulling back to see the bigger picture and keeping sight of the overall goals. This meeting is focused on discussing, analyzing, brainstorming and deciding on critical issues that affect long term success. Open your calendar now and schedule one monthly strategy meeting with your team through the end of the year.
  • Communicate the plan. It may sound obvious, but many leaders fail to communicate the business plan for their functional area with their managers or employees. Neglecting this step sends our staff into different directions with little clarity or understanding of what they should really be working on. It's easy to just keep the status quo and continue to get mediocre results when your team isn't crystal clear about how they should be spending their time. Start by scheduling a meeting to kick off the year with clarity and excitement as you share the vision, business goals, and projects with your managers and staff. Explain why you are focusing on these goals this year, and how it will benefit them and the organization.
  • Schedule important events and appointments now. Most leaders allow their days to be filled up by meetings, interruptions, emergencies, and distractions, and never seem to find time for the important areas of leadership like coaching employees, attending industry events, and personal development activities. Effective leaders make these important actions a priority, and schedule them in their calendar at the beginning of the year. In order for you to reach your business goals, you need to ensure you are supporting, coaching, and guiding your employees along the way. Don't push coaching sessions aside because you don't think you have time. Coaching and developing employees is important for them and important for you. Coaching increases productivity, engagement, and success for employees, which translates into leadership success for you. Schedule recurring sessions in your calendar now for the rest of the year with each of your direct reports before your schedule fills up. Other important events to schedule now include conferences, professional development workshops, and even vacations.
  • Create a delegation list. One of the most important skills of leadership is effective delegation. When you delegate, you free up your time to focus on more strategic projects and issues, and you empower your employee to take ownership of the project or process. You cannot possibly complete everything in your business plan by yourself. In order to achieve your business objectives, you need other people to support your efforts. Start by reviewing your annual business plan and making a list of each project or task you can delegate, who you will delegate it to, and the timeframe for completion. In your next coaching session with each employee, delegate the projects or tasks. Be sure to explain the "Why-What-When", Why you need it (what strategic goal it ties to and the importance of that goal), What you need (providing any important instructions, parameters, and background information), and by When (the deadline). Establish the appropriate check-in process to ensure you are kept in the loop.

What is easy to do is also easy not to do. While these practices are simple, most leaders don't take the time to be purposeful and end up managing at a tactical level, not leading at a strategic level. A small amount of effort can lead to much better results. If you want to be an exceptional leader and achieve your business goals this year, you need to operate at a strategic level. Take one hour to implement these four practices, and you will have a system in place to lead you to success.

I'd love to hear from you: What practices do you have in place to ensure your team achieves the business goals? Share your tips in the comments below.

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Comments
Todd Smith
July 11, 2024

Great article.....And happy belated birthday! Welcome to my world, young lady!

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Reply from Laurie:
Thanks so much, Todd!
Beverly
December 19, 2023

Whenever I have a work project that I keep putting off - I think about delegating that project to someone else - which accomplishes 2 things- it gets the project done and frees us my brain space thinking about it.

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Reply from Laurie:
Absolutely, Beverly! We create more time for ourselves, and we can release the mental stress it is taking up.
Melissa Smith
December 7, 2023

Good morning. I loved this read. Thank you so much for sharing. Sincerely, Melissa :)

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Reply from Laurie:
You're welcome, Melissa! Thanks for your comment.
Anonymous
November 29, 2023

Thank you for this blog Laurie. I liked most part and specially "As organizations have become more complex, there is a tendency to require employees to do more with less. This is a slippery slope, and often can result in employees feeling overwhelmed and burnt out. One of the biggest contributors to this is not evaluating resources during the strategic planning process." I will use this practice "A best practice is to do what I call Priority Planning—putting important practices on your calendar ahead of time so they become a priority in your day. Examples of activities to Priority Plan include scheduling recurring coaching sessions with each team member, time for strategic thinking and planning, vacations, doctor appointments, important children’s events, and blocks of time for focused work on projects." To be more effective, I will get a good rest so I can have enough energy in the morning. I will read the blog again along with the other links on employee evaluation. Thank you so much Laurie. Best wishes to you and your family.

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Reply from Laurie:
So glad you will be implementing these things!
Tracey
October 23, 2023

this is a test comment

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Reply from Laurie:
Add an answer
Anonymous
October 23, 2023

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Reply from Laurie:
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lynn beisel
October 20, 2023

I love the feedback on the more than 50 hours of work. AND filling time. So true. Unfortunately, showing that you work longer hours is still seen as being a "hard worker" - not sure how to change that though.

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Reply from Laurie:
Lynn, I agree that working longer hours is still seen as working "hard" in our culture. I wish this was an easy shift. Our society needs to redefine what being productive means--not related to hours, but true productivity, which I find is not related to hours, but is related to focus. I do think leaders in organizations can model great boundaries and set the tone for their culture. Thank you for your comment!
Krystle
September 26, 2023

I enjoyed the read. I concur that transitioning from technical skills to delegating results was a task within itself. I did not realize I was almost trying to do the same thing from my previous position, and it was not working. However, I am seeing the results of how delegating daily tasks makes my job and workload easier. Thank you, Laurie.

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Reply from Laurie:
Thank you, Krystle! I think this is something most managers are challenged with when shifting from a more technical role to a leadership role. Delegation can really help free up time for the leadership aspects of our job.
Anonymous
August 29, 2023

Thank you for sharing information about your trip Laurie! All 3 things resonate with me - probably #1 being the biggest. I know when I'm gone for a week, I'm still thinking about work and need a vacation when I get back because I did not relax enough. I think your idea of a longer vacation is definitely in my future!!

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Reply from Laurie:
I think it takes me a week to just wind down before I can really relax. My goal next year is to take at least one two week (rather than one week at a time) vacation!
Perry Crutchfield
August 22, 2023

Hey Laurie, My take on your list - 1 - everyone has a story - listen 2- social media causes interpersonal problems 5- generational differences create hurdles / earn it you aren't entitled / we should help them get there not give it to them 6 AMEN some leaders I would have followed thru Hell, some I wish - well, you know 7- true BUT be as good as your word and 14- Hopefully we leave some good from our efforts, I know the good leaders I have had have. Seen a lot in my career but it really comes down to treat others the way you want to be treated, fair, honest, and straight forward. Good read. Take care

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Reply from Laurie:
I always appreciate your perspective, Perry! I so agree with you that we should treat others with respect, just like we want to be treated. I have also had leaders that I would follow anywhere, and others who I have learned what NOT to do!
LISA KINNEY
August 16, 2023

I love this so much and thank you so much for sharing! I really just love realizing that enjoying the simple things sometimes is the best! Also recognizing that what is important and fun to you may not be everyone else's fun on the on the trip. “Do we get to keep these toiletries?” was my favorite!!!! :):) Glad you had a great time and got to spend it with your family!

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Reply from Laurie:
I am so glad you are enjoying the blog post Lisa!
Sandra
August 15, 2023

I very much resonate with lesson no 3! Thank you Laurie

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Reply from Laurie:
Thanks, Sandra!
Beverly Zook
August 14, 2023

I think the part that you might have missed in their top 5 things, some of which were not "Italian" or even different from home, all of them happened with you, both of you. And i think that is what they will remember too. And you've got tons of photos that will remind them of what the Sistine Chapel looked like - then they might remember what it sounded like or smelled like. Oh- and i agree with you 100% about sleep!

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Reply from Laurie:
You are so right Bev--it was really about the experience of traveling together. I have on my list to create an album from our trip so we can look back and remember everything we did!
Tracey
August 14, 2023

LOTS of great take-aways from this post! Thank you for posting! I especially love "slow down to speed up". That's a keeper!

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Tracey
August 14, 2023

testing blog comment flow

did this come through?
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Anonymous
August 14, 2023

the not getting enough rest to be at my best. definitely need to get more quality sleep and make that a priority

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Reply from Laurie:
Sandi Richardson
August 10, 2023

It really is hard to narrow down the 3 lessons into one because they are all so interconnected. You need to give your mind and body THE TIME to relax SO THAT you can enjoy the SIMPLE THINGS, including REST. I enjoyed that lesson as a whole. I will take that lesson with me on my next vacation (or staycation). As always, thank you Laurie for your candor and for sharing your own lessons with others so that we too can benefit.

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Reply from Laurie:
Yes, Sandi! Love how you pulled all those lessons together!
Andrea C.
August 10, 2023

Great information and reminders

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Reply from Laurie:
Thank you, Andrea!
Arlene Byrd
August 10, 2023

Laurie, Thank you for sharing your trip and these nuggets. The lessons that resonate most with me are it does take time to relax and getting proper rest. When you devote 15 plus hours of your day for work, taking care of home and others; the 6-7 hours you lay down does not cut it! For me during this time I'm trying to unwind and find myself thinking fighting not to think about what I have to do tomorrow. Even after I create a to do list for the next day...I find things I need to add. Taking a day off here and there doesn't cut it as well because of all the plans you have for that day. I try to make sure my Mental Health Days remains just that.... time for me to laugh, cry, scream.... whatever I need to release the cares and stress!

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Reply from Laurie:
Yes, Arlene! We spend so much of our time working and often taking care of others, that it can feel challenging to even find time to unwind and rest. I am working on building more margin into my schedule and blocking time off next year for some extra days off to really disconnect and relax.
Stephen Wallace
August 10, 2023

Really enjoyed the article... and all very true!

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Reply from Laurie:
Tracey
August 10, 2023

Since I was already well aware of #1 (I'm in the same boat with taking a long time to relax), I think I'm resonating most with #3. I'm learning to prioritize sleep / rest and it's been wonderful. Love that you said "I love sleep.". :)

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Reply from Laurie:
Yes, Tracey, I love my sleep and I prioritize it! I feel a huge difference in my energy and focus if I lose even one hour of sleep. I know a lot of people struggle to get good rest, and for some it is not easy.
Anonymous
July 28, 2023

Welcome back from vacation. Well deserve! Action is the key to success. Shoulder to shoulder, coaching and delegating task to help other employees grow are very important. It is a sacrifice that one must do. Forget about yourself and be with your team day in and out to help them grow, is not always easy. On the long run, your team is stronger, and you can depend on them for the success of the organization. Thank you so much!

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Reply from Laurie:
Absolutely agree--action is important for any success. And as a leader, we have to take action--connect with our team, make time for coaching, and showing appreciation. Thanks for your comments!
Sandra
July 26, 2023

So many great tips here, thank you!

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Reply from Laurie:
Thanks so much, Sandra!
Tracey
July 14, 2023

I am so impressed you're able to disconnect and these are great tips I'll be sure to try on my next trip!

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Reply from Laurie:
Let me know how it goes, Tracey! :-)
Becca Levian
July 14, 2023

Such a great post - so inspiring!

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Reply from Laurie:
Thank you, Becca!