You understand the importance of strategic planning in philanthropy. However, the real challenge lies in the implementation of your strategy. Despite the significant effort invested in developing a strategic plan, many organizations struggle to bring their strategies to life. Here are five common reasons why strategic plans often fail and what you can do to avoid these pitfalls.

1. Exhaustion Post-Planning

The Problem: Exhaustion and burnout often result from overly lengthy and resource-intensive planning processes. This can hinder the energy and enthusiasm needed for effective strategy implementation.

The Solution: Streamline and shorten the planning process itself. Embrace a more agile and efficient approach. Instead of spending 8 months on strategy development, spend 8 weeks or even 8 days! Additionally, allocate dedicated time in your team’s calendars specifically for strategy implementation immediately following your strategy retreat. This ensures that staff members are not overwhelmed with outdated activities and can focus on executing the new strategy immediately. 

2. Over-Planning the Implementation

The Problem: In an attempt to mirror the thoroughness of your strategic planning process, you might spend excessive time developing a detailed implementation plan. This can actually delay the execution of your strategy.

The Solution: While planning is crucial, avoid getting bogged down in creating a perfect implementation plan. Focus on your top priorities and actionable steps. Start with a high-level implementation framework and a punch list of immediate next steps. This will get you and your team moving quickly into implementation.

3. Lack of Clear Implementation Priorities

The Problem: One of the most significant barriers to successful implementation is the lack of clarity on top priorities. Without a clear focus, efforts can become fragmented, and progress stalls.

The Solution: Identify “Priority Champions” (people accountable for each priority), and ensure that everyone knows these priorities and their role in achieving them. This clarity will help streamline efforts and drive progress.

4. Assumptions About Team Alignment

The Problem: It’s easy to assume that everyone involved in the planning process understands their roles and next steps. However, new strategies often require changes in priorities and workflows, which can lead to confusion and misalignment.

The Solution: Clearly communicate the new priorities and roles to your entire team. Ensure that everyone understands their responsibilities and how they contribute to the overall strategy. Regular check-ins and updates can help maintain alignment and address any issues promptly.

5. Distractions and Shifting Priorities

The Problem: Your strategic plan should serve as your guiding star. However, new opportunities and external changes can easily distract you from your strategic goals. This can lead to a loss of focus and deviation from your planned path.

The Solution: Use your strategic plan as a filter for new opportunities. Evaluate whether these opportunities align with your strategic goals before committing time and resources. Maintain discipline and stay focused on your core objectives.

What to Do About It

Now that you understand why strategic plans often fail, here are the first three rules for successful strategy implementation:

1. Identify Your Top Implementation Priorities: Before your strategic planning retreat ends, determine the three or four top priorities to focus on next to ensure your strategy’s success. What is the 20% of activity that will deliver 80% of results?
2. Assign Accountabilities and a Date and Time to Reconvene: Designate individuals who are responsible for each priority (before you leave the retreat). These individuals should oversee the progress and ensure that the necessary actions are taken. Also, pick a date and time in the next 2 weeks when this group will reconvene to report on implementation progress.
3. Communicate Priorities Clearly: Make sure that everyone in your organization, from board members to staff, understands the top priorities and their roles in achieving them.

Need Help?

If you need assistance developing or implementing your strategic plan, let’s talk! Click the link below or email me directly to schedule a call. I promise to respond within 24 hours!

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