Why Strategic Planning Goes Wrong

reprinted by request

As a consultant, executive staff member, board director, and teacher, I have had the opportunity to engage in a lot of strategic planning. I think about it, research it, and look for ideas to make it work better than how it tends to work.

It has always bothered me to know that more often than not strategic planning efforts go awry. In another article I wrote on this topic, I stated the biggest reason why strategic plans fail is that people don’t do them. While there is truth in that, the story doesn’t end there of course. It’s why people and organizations fail to do successful strategic planning that deserves some attention.

The difference between Strategy and Plan
Let’s start with what I suggest are some fundamental misconceptions about strategic planning. The biggest misconception is that strategy and planning are one in the same. How often, for example, do you hear people equate strategic planning with a “blueprint” or a “roadmap?” While those words are good metaphors for the word, “plan,” they fail substantially in capturing the meaning of “strategic” or “strategy.” Continue reading

IF WE WANT TO CHANGE THE WORLD

As some of you may know, I often open and close Tamarack gatherings with original music. Some years ago I wrote The Truth We Find in All that We Deny and since then have performed it numerous times around the country. You can listen to a version of it HERE. That simple song is about how often the truth is found in what we turn away from, found in what we step around or deny.

I was going to perform it again this year at Tamarack’s Poverty Reduction Summit in Hamilton, which took place April 4 to 6, but a few weeks before the gathering I told myself I should write a new song for the closing. Telling myself I should write a new song was easy. Actually writing one was a tad harder. In fact, by the weekend just prior to the Summit, I had yet to even attempt a new song.

In addition to being quite pre-occupied with getting everything done for the Summit, I had picked up a book I had read sometime ago by Adam Kahane called Power and Love: A Theory and Practice of Social Change. Inspired by the work of Martin Luther King Jr., the gist of Kahane’s book is that love is not enough to change the world and the power on its own is a dangerous creature. The quote from Martin Luther King Jr. that I heard Kahane quote during a talk I was present for provides the thesis for the book:

“Power without love is reckless and abusive, and love without power is sentimental and anemic. Power at its best is love implementing the demands of justice, and justice at its best is power correcting everything that stands against love.”

I had been mulling over that quote, thinking about how power and love can and should relate to the work I am doing with Vibrant Communities Canada. I was also thinking about Truth and Reconciliation and how the opportunities it provides will only stand a chance of coming to fruition if power and love are married together to produce the justice referred to by King. I wasn’t connecting all of this to a song by the way.

Because my mind meanders, in the midst of all of this, I recalled listening to a gentleman on a video somewhere talk about empathy — in particular how it is over-rated and often is an expression that accomplishes little or nothing. When someone clicks LIKE on a Face Book posting about a hungry child or about homeless people, that action is often the entirety of the person’s action on the matter. It’s like saying, “Oh, that’s a shame” or “I feel for him or her or you.” I am not saying people who express empathy this way are not genuine in their expression, but if empathy’s stature is limited to a simple click of the mouse or words that we leave behind as we move on to the next thing, what has such empathy accomplished? It becomes little more than a vicarious experience of feeling what someone else is feeling – or what we think that person is feeling and going through.

Empathy should mean more than that, shouldn’t it? Feeling the suffering of others and then moving on ends up having empathy being more self-serving, I think.

So on Saturday, three days before the Summit, I was sitting in my living room strumming on my dulcitar and playing around with a new melody. This is how I write music. I search for a melody and then I start humming or even mumbling words as I play. It’s kind of like free writing, which is a tool writers use to find a way through writer’s block.

While I could say my process has to do with creating lyrics for the melody, in reality I think the lyrics are already there, waiting for me to recognize them. It took about an hour for that to happen. The lyrics were rough, not yet complete enough for a song, but the foundation was there and on Sunday I returned to the sketch of a song that had found me and the song happened.

All of the thinking I had been doing about power and love, Truth and Reconciliation, and empathy had converged and then tapped me on the shoulder, as if to say, “Hey Mark, here you go. Here is your closing song.”

I don’t have a recording to share of this new song, but I do have the lyrics. Amazingly as I was singing this song before a couple of hundred people, the lyrics kept changing right there as I was performing.  For what it’s worth, here are the (current) final lyrics.

IF WE WANT TO CHANGE THE WORLD

Do you ever think about tomorrow?
Ever wonder what is waiting over there?
Will there just be more suffering and sorrow
Or will love show up and really care?

We need to do more than empathize and then walk away
if we want to change the world.

How can we do what really matters?
How can we move through what’s in our way?
And when we discover we are the obstacle
Will we help one another change?

We need to do more than empathize  and then walk away
if we want to change the world.

Change requires love and power together.
Each one is not sufficient on their own
To carry truth and reconciliation
Into every heart and every home.

We need to do more than empathize  and then close the door
if we want to change the world.

Power without love is self-serving.
Love without power: It’s just a Hallmark card.
We need both of them to marry
So their child Justice can be born.

We need to do more than empathize
And then walk away.
We need to do more than empathize
And then close the door
If we want to change the world.

Do you ever think about tomorrow
And what we should be creating over there?
copyright 2017 Mark Holmgren

More about the Game-Changer Approach to Poverty Reduction

As some of you know, I have written about and I am continuing to work on what I call a Game-Changer Approach to Poverty Reduction Strategy and Evaluation. You can read my initial paper HERE. And a recording of a webinar I did with Mark Cabaj is HERE.

I have been asked about the difference between Social Determinants of Health (SDoH) and this game-changer approach I am working on with my colleagues at Vibrant Communities Canada. The game-changers we have identified are Housing, Transportation, Education, Health, Income and Jobs, Food Security, Financial Empowerment, and Early Childhood Development. All of these are aligned with SDoH, but there is, I suggest, more to what we are exploring than social determinants of health.yes-and-no

The Game-Changer Approach also is stressing the importance of avoiding the creation of “thin” strategies among a host of other “thin” strategies that, in effect, can lead to an overall poverty reduction strategy that is a mile wide and an inch deep.

The notion of prioritizing our efforts is one that is often accepted as necessary but in practice not emphasized. One of the fundamental tenets of the Game-Changer Approach to Poverty Reduction Strategy and Evaluation is rooted in an old Taoist saying, For every yes there is a no. Continue reading

Simplicity and Complexity

The top drawing suggests there is complexity to the journey from A to B. That journey requires numerous loop backs before moving forward and takes the traveler up and down and back and forth along the way until the destination is reached. Who knows the reasons why the journey was somewhat unpredictable or if there were side trips that were either necessary or just taken out of curiosity.

I have taken journeys like that one and some were enjoyable. (I was once drove half way from Edmonton to Vancouver taking dirt roads through farmland and forests and loved it.) But sometimes the complexity represented in a diagram like the one above is caused by necessary diversions, distractions, or even arguments about which way is the best way to go. In other words, sometimes complexity is a good thing. It factors in different view points and it allows us to see more scenery along the way, perhaps learn more as well.

But sometimes getting from A to B can be quite simple and straightforward. Could be we need to get there as soon as possible. Could be the straight path is the safest path to take or more economical. Maybe there is some correlation between having a sense of urgency and getting to where we want to be as completely and as quickly as possible.

The reasons abound if we really think about it – for both scenarios.

Complexity and simplicity are not at odds are they? They just offer us a different perspective, offer options that perhaps the other doesn’t.

 

Five Elements of Strategic Resource Development

Posting #1 in a series on Resource Development

It’s tough out there for non-profits and social causes when it comes to raising money, especially money for core operations and services. All of the seed grants, innovation grants, or target specific project grants are fine and dandy, but the growth in sustainable funding is not growing, is it? Impact Investing, Social Enterprise, and Crowd Funding are among the more recent methods of financing social good, though the extent of their reach and utility by the sector overall are emerging, not yet clearly understood.

I have read a fair amount over the years on fundraising and other resource development opportunities and one thing I found irritating in most of them was the thesis they presented, which generally was, “if you all do this or that, or follow this methodology, you all will raise more money.” The reality is, as you  know, every organization will not increase their revenues in a given year. Many struggle just to maintain current levels of funding.

intimate-relationships-connection-you-me-us-we

Relationships Matter

A colleague of mine recently suggested I write a piece like this, given my “success” in significantly growing two non-profits. For one, I doubled staff and financial resources in about three years; for another agency the growth in revenues was about 70% over 5 years. At both agencies there were significant additions in services, but also large gains in securing sustainable funding and improving operational infrastructure (which is all about capacity). This leads me to my first point about generating resources: Raising revenues significantly takes  a significant amount of time.  Patience is definitely a virtue in this instance. Continue reading