When done properly, detailed planning is a collaborative and inclusive experience that appeals to a variety of personality types, leverages both big picture and granular thinking, and charts a successful course for the organization for many years to come.
Many clients approach us when they think their organization is ready to grow. They want a strategic plan to map out all the wonderful new things they intend to do and can’t wait to get going. At Bloom this is when we hit “pause” – because before we barrel into the future, there’s something we should do first.
Does this sound familiar? Someone says he wants to change his life, but then gets in the way of his own well-intentioned goals. What’s true of a weight-loss plan or an earnest effort to improve a relationship is also true of a good-faith desire to engage in strategic planning – sometimes clients can be their own worst enemies. In this blog, we highlight red flags that may be present before strategic planning even gets underway – and which must be addressed and resolved for a successful planning process and outcome.
Strategic Planning. It’s a familiar term, but what does it really mean? At Bloom, we often meet prospective clients who have a sense they want a new direction for their organization, and think a strategic plan might be the way to do that, but are unsure what a strategic planning process really involves or yields.