Effective Planning Is About What to Leave Out

Today my staff and I are taking the entire day to create a strategic plan for the coming year. The process, and its ongoing nature, is something I call Commitment Planning. This is a practice that I highly recommend, but perhaps not for the reason you may assume.

But first, the rules

  • No one has a specific role today
  • Let brainstorming be brainstorming – possibilities and ideas
  • Be present
  • Be judgmental tomorrow
  • Remember, you are planning for the entire year

And, then my requirements

  • Food and drink should be awesome
  • Leave lots of time and space for physical movement
  • Make it easy to capture everything

hirotomo via Flickr CC

Lots of companies completely neglect the need for planning and some that do it consistently view it as a way to determine new things they want to address in the year ahead.

To me, the greatest benefit of any planning session is to decide what not to do.

There’s always more to do than you can possibly get done and what happens all too often is that we give a little attention to a lot of things and effectively water down what should be our priorities.

When we plan the right way, we look long and hard at what makes us money and (hopefully) find ways to focus on doing more of that better, rather than thinking up more of something to divert our attention.

I recently hired my own business coach and one of the first things we’re focused on is getting me to stop doing things that don’t make sense and start spending more concentrated time on my highest payoff activities.

This idea holds true for entire organizations as well and one of the best ways to get to the heart of what’s holding you back is planning.

The first planning principle you must embrace however, is that the goal of the process is to help you limit what you are going to do and do well. Instead of creating a laundry list of wants and dreams, your charge in the planning process is to create a very small list of objectives and goals grounded in the overriding purpose of the business. Everyone in the organization then must commit to this list. From your small list you can carve out a requisite number of strategies and tactics that support these business objectives.

In fact, your aim is to create a total plan outline that fills no more than one sheet of paper. (No 6pt type allowed.)

Note also that we’re not spending the day to make a business plan or create a marketing plan – plans aren’t the secret, planning is. It’s the continuous process of planning, acting, measuring and planning that moves the organization in the direction of its goals.

Using and teaching a continuous planning process like this is one of the ways you empower your staff to know they are taking right action on the most important things at all times and knowing this brings a confidence that in itself is a commitment generator.

Commitment planning is a management style that frees your people to be creative instead of forcing them to be bound by a process only system driven activity.

Planning is not a one-day event or even year-end activity. Sure, there may be certain time bound planning periods that occur naturally, say at the end of a quarter, but the real way to keep commitment alive is to live it through a creative process that allows everyone to focus on the things that matter most.

Ben McConnell, coauthor of the Church of the Customer Blog and principal of management consulting firm Ant’s Eye View, has written about a planning process he calls OGST (Objectives, Goals, Strategies and Tactics.)

What I love about McConnell’s framework is that he uses each of these planning words in ways so simple as to actually create a useful set of definitions for these ridiculously misused terms.

Go get this visual representation of OGST and I think you’ll see what I mean.

As you can see, a planning process like this can help the kind of simple clarity that is so often missing in the “what should we do next” business management style. We borrow heavily from McConnell’s framework add some of our own magic to help put the focus on results and bust through constraints.

No matter what exact process you use for planning, with a one page plan full of your committed priorities in hand you can analyze any idea in about two seconds and determine if you should pursue it or dismiss it. Focusing on your strengths and finding ways to turn them into even greater assets is how individuals and organizations realize their potential.

Join Our Content Community

First Name

Last Name

Your Email (this will be your username)

Password (at least 8 characters, 1 number, 1 upper and lowercase letter)

Already a member? Log In

John Jantsch

John Jantsch is a marketing consultant, speaker and author of Duct Tape Marketing, Duct Tape Selling, The Commitment Engine and The Referral Engine and the founder of the Duct Tape Marketing Consultant Network.
  • http://kcitp.com/ Michael Gelphman

    This is pure gold >> “Plans aren’t the secret, planning is”.  Great post, John!!! 

    • http://www.ducttapemarketing.com/blog ducttape

      Thanks – tough for some to wrap their heads around, but it’s the key.

  • http://www.simplicitysmallbiz.com/ Sarah Santacroce

    Had a big “Aha” moment, thanks for this !

    • http://www.ducttapemarketing.com/blog ducttape

      Cool – care to share?

  • http://jeffkorhan.com Jeff Korhan

    The Bob Seger School of Planning. :)

    • http://www.ducttapemarketing.com/blog ducttape

      Against the Wind – indeed!

  • http://www.MamaWantsHerMojoBack.com/ Robin Brown Davis

    No 6pt type, but our sheet of paper can be as big as a house, right? :)

    • http://www.ducttapemarketing.com/blog ducttape

      As my mother was fond of saying – if you have to ask that question, then you already know the answer :)

      • http://www.MamaWantsHerMojoBack.com/ Robin Brown Davis

        Mama always knows best!

  • http://twitter.com/amuhle Mark Uhlenberg

    Good stuff John! I have dedicated myself to coach people in the domain of commitment. I encourage my clients to be a professional you need to be in the “practice” of planning. Only then does it become a “way of being” that empowers you beyond just the system tasks as you said.

    • http://www.ducttapemarketing.com/blog ducttape

      Cool Mark – you’re going to love my next book then – it’s all about building and generating commitment.

  • http://www.AchieveTheGreenBeretWay.com/welcome Michael Martel

    Lot’s of great points.  Concentrate on money making activities, namely sales and not getting ready to get ready.  Also I agree that planning is not a one time or yearly event. Make it a monthly or quarterly session to set up the activities for the next period.

    • http://www.ducttapemarketing.com/blog ducttape

      I think it’s an everyday – even for 10 minutes – thing

    • http://www.MamaWantsHerMojoBack.com/ Robin Brown Davis

      “not getting ready to get ready.” I like that!

  • John Mierzwa

    John, Thank you for all of your helpful information. I always check out sites and tools that you recommend, and many have become part of my toolbox as well. Keep up the good work!

  • Bien Pensado

    Great advice John and it works perfeclty for this time of planning. I will start right away!

  • http://www.3WLrealestate.com Joe Winpisinger

    I think it is Drucker who says do what you do best and outsource the rest. Adam Smith called it specialization. Either way it is the underpinning idea of capitalism itself. Great post here.

  • http://www.gmrtranscription.com/ Video Transcription

    Nice post. Commitment planning is very much needed for any business.

  • profitsvip

    Excellent points. I think even before a person can begin the process and get a plan in place, 2 things need to happen. Are they clear on what their purpose is, and have they taken ownership for where they are. I don’t feel you can change much until you truly are clear on your purpose.Once you have clarity on this you can best get active on what it is to move you closer to your goals.

    Keep in  mind as well, if what you are doing is not moving your towards your goals stop doing it. Constant measuring and qualifying your activity will increase your productivity and make you more profitable.

    You just aren’t in business, you have to mean business.