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A Plan Comes Together

By Jim Shillenn

I love it when a plan comes together.” Those immortal words bring images of Colonel John “Hannibal” Smith of the A-Team, played by the late George Peppard, standing smugly with a sly smirk and a cigar jutting jauntily out of his mouth.

We all wish we could savor our ability to plan just as Hannibal did. But that was fiction and in the real world there is often little time to plan. And even when you do disciplined planning, the world changes and things can get complicated. You often find yourself faced with tossing out the plan and running solely on primitive instincts and simply just guessing what to do next to get you through the day. There are days when the plan never does seem to “come together.”

So the question becomes – Should you bother to plan at all? And if you do plan, what kind of planning should you do? How much planning is enough?

Although not common, there are successful firms who have no formal planning systems.

Nucor, for example, has no strategic plan, no written objectives and no mission statement. Nucor’s success has been attributed to a consistency in action at all levels of the organization versus a formal plan. However, most organizations and professional business advisors believe that planning is an important contributor to the success of a business with both long-term and short-term planning, which are critical planning elements.

For most organizations planning functions primarily as an enabler for change. It is based on the assumption that, eventually, all things change. Business environments destabilize, niches disappear, new opportunities evolve and organizational leaders change. Strategic planning attempts to anticipate these events in a way that the business can adapt to change rather than face the chaos that could occur by being blindsided from not taking the time to formulate a long-term plan.

Scenario planning is another approach to long-term planning. Scenario planning accepts the fact that it is impossible to know precisely how the future will play out. Given this reality, a good strategy or plan to adopt is one that plays out well across several possible futures.

But planning for the future is no guarantee that the future scenario you worked so hard to support with lots of good data will actually occur. In fact, the chances that things will evolve just the way you predicted are pretty unlikely. So why even go there? The primary value of long-term planning is to provide context for change and the acknowledgement that any business must be constantly vigilant to survive. It provides organizations with an opportunity to challenge the status quo and, if done well, can provide a venue for innovation and change.

Operational planning is a little more down to earth. It provides a road map for how to get things done and when and how “routine” but important decisions will be made in the short term. The challenge of an operating plan is to provide enough detail for the players in an organization to know what to do, but not so much detail that the organization loses its ability to quickly adapt to smaller changes in processes and the business environment.

Many organizations have managed to adopt some level of strategic planning and most organizations have some level of operational planning. However, a much overlooked planning process is succession planning, especially in family owned businesses. Ironically, this is often one of the most predictable planning events and is one that is often avoided or just plain ignored. The cover story article on page 6 provides readers with some very practical advice on how to get a succession plan in place.

Planning is an important component to the success of most firms. Every company is different with different products, different markets, different cultures and different people. There are no magic answers or recipes for the right way to do planning in your organization. What’s important is to take some time to plan, know its value and its limitations, and learn from it.