Nine questions to ask during a strategic shift

questionsI was talking with someone the other day about a strategic change they were contemplating and what it takes to adopt a new approach, strategy or tool. They were looking for guidance on the issues that might disrupt their efforts. Rather than just answer the question specifically, I thought about it from a process perspective and attempted to answer their need more generally:

Nine questions that will help improve your understanding of the impact and implications of events that may disrupt your plans. This approach attempts to look at the issues from the outside in.

  1. What is happening today? Look for the events or cultural trends that support or imped the change you’re trying to make. We have lots of examples today of cultural disruption and individuals being blindsided by cultural perspective, learn from their mistakes.
  2. What does it mean for others? Look at how the change will be viewed. In many cases perception is reality. Will others really need your solution?? What will it take to keep up with demand, when they do???
  3. What does it mean for you and your team? What are your motivations and will they sustain you through the entire process of change – making a change can be lonely.
  4. What needs to happen first? Every change requires a bit of triage. You can’t eat the elephant whole, so where would you start to increase your likelihood of success.
  5. What does it take to be a change agent? Unfortunately, just because you want to do something different, you will not necessarily be ordained by others as someone to follow. Do you have a vision?? Do you have the relationships needed to initiate the change??? No person is an island. To be a leader, you must have followers.
  6. Do you know what needs to be done next? Change of almost any size requires a plan. We already looked at what needs to be done first, can we make an unstoppable train of events that will carry the change through to completion – plan on it. Also look for measures of success so you can adjust along the way.
  7. When is the solution needed, is this the right time? Every change has an optimal time for it to take place. If now is (or is not) the time – why??
  8. Who will be affected? It is as important to understand who will be crushed under the wheels of progress, as who will be elevated by the change. Thinking about the implications of all the affected parties will greatly improve your plan and its effectiveness.
  9. How much investment will be needed? I’ve kept this until the end, not that funding isn’t important but based on the fact that if you haven’t thought about these others issues you probably only have a vague notion of what it will take to be successful. If you have the right camp of supporters, it can significantly reduce your funding needs. Similarly, if you’re going after the wrong market or don’t have the right kinds of support, no amount of funding will make your efforts successful.

There are likely some gaps in this thought process, but this approach been helpful over the years, maybe it will be useful to you too.

“If you want to make God laugh, tell him about your plans.” – Woody Allen

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