Long Term Strategic Planning: Break Down Your Goals

Long Term Strategic Planning
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Standing at the foot of the mountain, looking at the top, the destination seems a long way off and the journey to get there downright impossible. That’s often how we feel when faced with long term strategic planning or an audacious objective. Finding ourselves and our team in this situation has a number of challenges, aside from the most important and obvious one: Where do we start?

Starting your long term strategic planning

Long term planning should help us align the short and medium term to strategic outcomes however it often comes with some challenges. Without a structured and intentional approach to the long term the bigger picture can overwhelm us. It can literally stop us in our tracks or slow progress to a snail’s pace. Before we look at some of the granular aspects of breaking goals down it is important we understand that long terms goals for teams or individuals must follow the tried and true SMART methodology as well as the following:

  • Goals should be strategically linked and aligned to the organisations vision.
  • Targets must be concise and clearly expressed.
  • Strategic planning must not be a wish list and be no more than 3 – 5 items per business pillar.
  • Goal setting must be a collaborative and consultative process, not to be imposed.
  • Objectives must reflect the achievement of the key priorities.

Make it chunky, not clunky

Once we have established the long term goals the challenge then becomes what do we do next? As the old adage states, “you eat the elephant one bite at a time.” This no different for our long term goals. The key to successfully negotiating a long term goal is to “chunk” it down to manageable pieces. You can see this in action below with overarching goals broken down into specified, linked activities to be tracked across different projects, functions, and even sites:

Goal List Within TeamAssurance

Keep the focus close and always work on the very next step – don’t put the cart before the horse. This sounds like common sense and an obvious approach yet far too often our human tendencies take over. Suddenly we are:

  • Trying to do too much too quickly.
  • Trying to achieve multiple objectives at the same time.
  • Failing to assess potential obstacles.
  • Overcommitting our time and overestimating our capability.
  • Intensely procrastinating to the point of paralysis.
  • Losing motivation due to the scale of the objective.
  • Deferring the priorities in lieu of less challenging work.

In chunking an objective down we are minimising the amount of work in front of us to create something more manageable. Linked Lean A3 Reports allow us to manage, and report on, each chunk / activity ensuring there is always follow-up and closure of improvement cycles:

A3 Report Project Management in TeamAssurance

We are also creating milestones along the path to keep us motivated by experiencing a sense of progress and regular success. This is no different to the lean daily improvement and learning practice of Plan Do Check Act (PDCA).

Motivation on a molecular level supports strategy execution.

In the pursuit of any worthwhile goal the key to sustaining the journey is tapping into our internal reward system. To do so we stimulate and maintain a healthy supply of the neurotransmitter, Dopamine. Dopamine is the motivation molecule that drives us to seek rewards from achieving goals. It enables us to maintain the effort it requires to get there. Dopamine improves our alertness, focus, creativity, long term memory and concentration. It spikes in the anticipation of something happening.

So by setting incremental goals we create an environment of regular success and a sense of achievement each time a step is completed or something is learned. Small steps also facilitate certainty and stability in our environment – adding a sense of safety and security.

Accelerating success through long term strategic planning.

Typically with a strategic plan an annual goal is best broken down into quarterly cycles. Then it’s broken down again into weekly or fortnightly steps. Taking the macro to the micro may seem like we are overburdening, slowing down, and overcomplicating the execution process but the opposite is true. By breaking things down we are able to move with more velocity thanks to laser focus and enhanced accountability.

Plus, we are aided by a continual assessment of where we are in relation to where we want to be. The image below image demonstrates how this is achieved with goal trees and visualisations in TeamAssurance:

Goals in TeamAssurance

They help us to stay on track through regular review and assessment of our plan (remember the map is not the territory).

We also quickly learn of obstacles along the way and can take action to navigate around them faster. No plan is a linear journey from point A to point B. Smaller steps with regular touchpoints help in negotiating the challenges, recalibrating the direction when we get off track and moving with agility.

Enjoy the journey

Ultimately PDCA is a great tool to achieve your long term goals through cycles of rapid learning and improvement. Whether it is a personal or a strategic business objective, the mindset and application is really no different in the pursuit of achieving the bigger picture goals.

Continuous Improvement Cycles Visualised in TeamAssurance

Breaking goals down in a structured way allows us to climb the mountain with a focus on putting one foot in front of the other. We have clear markers to keep us on track, and opportunities to enjoy the view along the way.

Connecting the Varying Elements of Our C.I. Framework for Strategy Success

We must ensure alignment of all people, processes and systems for effective strategy planning, deployment, and execution. Lean tools like standardised problem solving techniques, Standard Operating Procedures (SOPs), and a Tiered Daily Management process that supports the entire PDCA loop are key to achieving our goals (both long and short term). These must all be developed in tandem with all the other processes / tools in our organisation in mind.

The illustration below demonstrates how we designed the interconnected TeamAssurance platform to avoid locally optimised, disconnected ‘Point Solutions’ (digital or analog) that do not help, and may even hinder your organisation’s strategy goals.

TeamAssurance Connected Systems Chart

TeamAssurance enables organisations to achieve their long term goals through an intuitive, accessible daily management system. If you’re a business in need (or a consultant with clients in need) and you’d like to explore the opportunities that digital-aids to Lean tools provide contact us for a demonstration of the TeamAssurance platform today.

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