Do you need a strategic planning facilitator to run the strategic planning process?
In some organizations, top managers do strategic planning as a one off project. The CEO is the process leader and project manager.
In other enterprises, the CEO, while leading the process, may have some administrative support for the process.
Larger organizations may have planning departments with staff specialists to enable and support the process through all phases.
However, in many cases, it may be wise to use a strategic planning facilitator. The facilitator helps the chief executive and their colleagues to work through the planning process.
Before hiring a strategic planning consultant, review these things -
For many organizations, the cost of using consultants can be a big issue. This is especially true for smaller ones and many non-profits.
The costs to your organization for strategic planning include the following items.
Strategic planning is a big commitment of time for managers. This commitment may yield value, or not. An independent professional facilitator will cost money. However, they can help you get better results for the time used in planning.
Not every single interaction in the planning process requires a planning facilitator. Their services can be especially useful for the major meetings. Having the facilitator conduct the workshop on strengths, weaknesses, opportunities, and threats is especially helpful.
Whether or not you use an external strategic planning facilitator, it is wise to check that the strategic planning team are ready for the task.
For team members to be prepared to make the process work, they need to be ready, willing, and able to -
Some members may be very new to the organization. They may need some coaching to work with the rest of the team. Other members may not be ready for major changes flowing from executing new strategies. They may need some individual counselling.
When selecting the team, the CEO needs to decide not only who should be in the team, but also how ready the team is for the strategic planning assignment.
A new organization, with all its members are all on the same page about what the organization is on about, may not need an external facilitator.
An organization with a very authoritarian CEO may waste time by bringing in an external facilitator. The team members are unlikely to speak their minds openly in the presence of the chief executive.
An organization in financial trouble should not spend their money on a planning facilitator. Better to postpone strategic planning. They should first work on solving the immediate crisis.
Other things may delay using an outside facilitator. For example, an obstacle could be misunderstanding about the respective roles of the board and the management in the planning process. The CEO and the Chair of the board need to get this straightened out.
We have looked at some of the blocks to using a facilitator. Let us now look at the advantages of using a strategic planning facilitator.
A strategic plan contains the top decisions required to ensure the future of your organization. It is risky to base such important decisions on the personal and subjective views of a few members of your own management team. An impartial, objective, and trustworthy outsider could reduce the effects of genuinely held, but possibly misguided ideas that exist in all organizations.
If this outsider uses a systematic approach to strategic planning, they should be able guide the planning team efficiently and effectively through the process. This will produce a strategic plan that has the enthusiastic support and commitment of the managers of your organization.
A systematic planning process includes many details. A skilled strategic planning facilitator can ensure the thorough execution of every step. The planning team members can focus their efforts on using their deep knowledge of the enterprise to fill out the substance of the plan, without distraction from process details.
Understand that the benefits of using a strategic planning consultant come from separation of powers in the process. The planning team contribute the information and ideas that make up the content of the plan. Strategic planning consultants steer the team through the process. They keep the team on course, avoiding obstacles of ego created distractions, undue time on war stories, and so on.
Make sure everyone knows that the strategic planning facilitator has no part in deciding your strategies. They steer the process so that your team make these difficult decisions in an orderly, fashion. Your people know your organization better than anyone on the planet does.
The strategic planning consultant may also -
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Argenti Strategic Planning is a process which, for more than forty years, has been used by over 2000 companies and NPOs around the world. Many of them have since become world class performers.
One key lesson from all this experience is that the starting
point for a successful strategic plan is categorically not to announce
a Mission or Vision Statement. Instead your planning team must move carefully
through the ‘Argenti Purpose Sequence©’.
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Another key lesson from the Argenti Strategic Planning experience is that, throughout the process, you must avoid being caught in the details. Ignoring this rule can derail your entire planning process. The Argenti Strategic Planning Process shows you how to concentrate like a laser on the ‘The Strategic Elephants’.
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