Strategic Planning

I love planning. Absolutely, love it. I don’t think I realized how much I enjoyed planning until more recently as my job responsibilities have changed. I enjoy looking into the future to create vision and devising plans on how to achieve that vision. Thinking through the details, all the angles, all the possibilities. It excites me.

I guess I should have realized this sooner and worked to leverage that side of who I am. Even as a youngster the signs were there. Learning to play chess and enjoying the complex strategy needed to win. Visualizing what moves your opponent would make and what your options would be. Some matches even able to predict 7-10 moves ahead what my opponent would be doing. Other areas where planning tendencies manifested included putting together neighborhood fishing, basketball, and football tournaments.

In June, I transitioned from CIO to COO. My new set of responsibilities include Strategic Planning, PMO, and Internal Communications. While I’ve lead Strategic Planning for many of our Ramsey Solution digital efforts over the past 15 years, I’m now leading the company’s entire strategic planning efforts, and it is a challenge.

I’m excited about the progress we’ve made this year in developing some process and structure around our top level planning. In the past, we have been a bottom up very entrepreneurial culture. While we are still maintaining that very entrepreneurial bent, we are balancing it with some top level direction that connects our many businesses and products in a stronger way. With this change, we hope to reach even more people and impact their lives.

As I’ve reached out to other leaders at companies of all sizes, it has been interesting to discover how many companies don’t do any top level strategic planning. I’ve been asked several times from companies smaller than ours to several times larger than us, “are you getting any value out of strategic planning? What are you doing?”

For those of you who are interested, here a few of the resources that are influencing our strategic planning efforts.

Patterson’s StratOp Process

Traction – EOS (Entreprenuerial Operating System) by Gino Wickman

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The Rockerfeller Habits by Verne Harnish
Additional Resources

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Strategic Planning and Innovation Summit