I bet you are overwhelmed with the to-do list! Me too. So overwhelmed, in fact, that its hard to find time to think. I have to actually schedule “thinking time”. Why? Because there are things that need to be thought about and not acted upon.
If you think about your job, what percentage of time would you say you dedicate to the operational side? Ninety percent? Eighty Percent? A good balance of strategic vs. operational work that I have seen over the years working with and coaching managers and executives is the following:
|Role||Strategic Action %||Operational Action%|
Why is this important? Well, it is important because we need to know where to spend our time and energy. If you are a Manager and doing too much operational work, that would be a symptom of things like a lack of trust in your organization, skills like delegation that need to be built, or of course, the need to hire more staff!
Since we are talking about strategy, let’s take the time to chat more about that. First the challenge is carving out the time…enough time to reflect and think about what needs to happen within our organizations. Second, we need to know how to begin with strategy and how to do it.
In the Support Center Manager course, we spend a good part of the first day of the course talking about what is involved in Strategy. The way that it is presented in class is with this very simple and yet explanatory graphic:
Picture a triangle. Starting from the bottom of the triangle, the broadest part are our:
Values: I think we all understand what these are. They are the pillars on which our organization stands. I recommend that even if you have values for your corporate structure that you create them for your support environment. Make sure that they tie into the corporate values, yet, are understood and agreed upon by the team you work with.
Vision: this is next. We should identify what we see as happening within our organization in the future; what will happen three to five years down the road; what makes us stand out in a crowd?
Mission: Here is where I think many of our organizations and departments can fall short. A mission statement is our best and number one marketing opportunity. It can be used to express our ‘5 W’s”…who we do business with, when we do business, what our business does, where we do it and most importantly, why we do business. It is important to remember that the words we choose should be measureable. They need to be specific and have the ability for us to define a number to each of the adjectives.
From our mission statement we move onto building our…
Goals: Goals are our end point desires. Our departmental goals, naturally, need to be tied into the goals of our main organization. They must help the whole company achieve their goals. If IT is not clear on the company’s goals, then it is almost impossible for us to identify what we need to be doing.
Strategy: Strategy is that very detailed set of plans that will assist us in achieving the goals we set. It is a map to our success and I recommend that a nice detail oriented person assist with creating them! Use whatever methodology you have at your fingertips to ensure the strategy is solid and straightforward. One of my peers, Randy Celeya, once said to me that, “A vision without a strategy is an hallucination”. There is SO much truth in that. How many of us have all these great ideas and never build a strategy around those ideas, then nothing ever comes of it?
Objectives: These are going to be your milestones to indicate if you are achieving your goals. You know. Something like, this quarter we want to improve our utilization of the knowledge base by 5%. That will be tied into your goal of increasing your First Contact Resolution goal by 20% over the year.
Then of course, last but, not least are:
Tactics: These will be your day-to-day to-do operational items that will in turn help you measure your objectives. They are part of your strategy on a 500-foot view. They ultimately result in you meeting your goals and fulfilling your mission.
You see it’s all tied together!
Its true that many times we are not involved in creating the mission or the goals of the organization or even on some level, our own departments, yet still, it is important for us to understand how our role in Support effects and has an affect for the entire organization. If we can be part of the strategy to ensure the success, we can give it a realistic and pragmatic touch.
So I am going to take the triangle and give you an example of a something that I do in my courses on occasion. We will build a company from the ground up, right here! Now because my space is limited, I am only able to choose specific items, yet I hope you will follow me as I walk you through it. We will take a light hearted approach; Here we go!
Our company is called: GO_TO Cookies: Fine Beer Flavored Cookies.
Our Values are: Fun, Integrity, Innovation, Healthy, and Profitable
Our Vision: To be the country’s first and best makers of beer flavored cookies.
Our Mission: Fine Beer Flavored Cookies will provide the healthiest organic locally sourced ingredients around the country. When our daring customers need a unique snack anytime, they can count on our quality and taste because when you need a break from normal, we will be your GO-TO Cookie!
- To build a 35% market shares in the unique desert industry in 5 years.
- To source only local organic farmers
- To increase our flavor offerings to 8 options in 3 years
- To revitalize neighborhoods by manufacturing in areas that are in economic downturn.
From here, I will only choose one of the goals because it can become pretty expansive. Let’s expound on “Goal 3” in the Objectives when we get there.
Our Strategy: Let’s look at the strategy for “Goal 4”
Goal 4: To revitalize neighborhoods by manufacturing in areas that are in economic downturn.
1: Identify depressed areas close to our location to begin research.
- Look at closed factories and the surrounding unemployment rates
- Choose one local factory location based upon workforce experience, economic investment, and factory restoration costs.
- Close on property by June 2017
- Plan to open factory by January 2018
Our Objectives: Goal 3: To increase our flavor offerings to 8 options in 3 years
- Our research and development lab will create five new flavors a year
- Our Market research group will test the flavors with our target market segments around the US and choose the top 3 flavors annually.
- We will continually reach out to our customers for new and innovative ideas ever 6 months.
From here, I will choose “Objective 2” to move forward into Tactics. Are you following me?
Our Tactics: The day-to-day items on the to-do list.
Objective 2 is: Our Market research group will test the flavors with our target market segments around the US and choose the top 3 flavors annually.
- Call ABC Market research for pricing.
- Are they local, regional or national?
- How big is their database?
- Can they contact beer and cookie lovers easily?
- Contact Joan at XYZ Market Research
- Is she still interested in working with us?
- What is her pricing?
- Can she take on a national job?
I think by now, you have got the picture. Taking a strategic approach to something complex or simple take thinking time. The strategies, goals, objectives and tactics are flexible and change based on multiple changing criteria within our environments. Yet, the base foundation and fundamentals remain the same. Think big and move down into the details of how to make that happen. Ensure that you are measuring the right things the right way at the right time to keep you on track.
So here’s to building a strategy from our visions. In doing so, we will avoid those hallucinations and accomplish the tasks in front of us with greater ease and success!