Posts Tagged ‘planning’

picture-of-competitive-battlespace  

Step 6: War game your options against your opponents’

 

The first 5 steps of the Business Readiness Process have given us a comprehensive picture and assessment of the Competitive Battle Space. Now it’s time to compare options and select the best one.

 

Competitors and stakeholders have goals and interests that are in conflict or disagreement with our own, so we have to understand and evaluate their intentions before deciding on a definite way ahead. The most effective way to develop insight into enemy and competitor intentions is to develop courses of action from their standpoint.

 

You may believe your plans are brilliant, but nothing beats seeing how your competitors could act and react given your intentions. Short of actual action, war gaming and other forms of simulation are the best means of testing your plans and predicting how they will fare in the real world before trying to implement them.

 

friendly-and-competitor-options

 

comparing-options

 

 

Recap of Business Readiness Process

 

  1. Ensure vigilance through situational awareness.
  2. Do preliminary assessment of tasks and time.
  3. Activate organization or team.
  4. Conduct reconnaissance.
  5. Do detailed situational estimate.
  6. Conduct wargame and decide on optimal course(s) of action.
  7. Perform risk management and contingency planning.
  8. Communicate plan and issue direction.
  9. Build organizational robustness.
  10. Ensure operational continuity.
  11. Lead and control execution.
  12. Assess performance.

 

My name is Richard Martin and I’m an expert on applying readiness principles to position companies and leaders to grow and thrive by shaping and exploiting change and opportunity, instead of just passively succumbing to uncertainty and risk.

 

© 2016 Alcera Consulting Inc. This article may be used for non-commercial use with proper attribution.

“The general who wins the battle makes many calculations in his temple before the battle is fought. The general who loses makes but few calculations beforehand.”  Sun Tzu

Step 5: Do a detailed situational estimate

Rational, deliberate decision making and planning nearly always trump intuition, instinct, and automated response patterns. Too often, leaders and managers default to habit and existing reactions when they should be analyzing the situation in detail to determine new threats and opportunities.

When I consult with executives and entrepreneurs, I frequently hear, “But that’s the only way to do it!” Even worse, I often encounter claims that “we’ve always done it that way,” or “that’s not the way we do it here.” The problem is that the habitual pattern works, until it doesn’t. Also, in business you should be looking for the unusual and the novel, not what everyone else “knows” or does.

Whenever I come up against such resistance, I always frame the situation as indicated in the following diagram. To the exclamation that there is only one possible way, I ask what the aim is. Sometimes it’s the actual mission we’ve identified in the mission analysis process. But sometimes it’s something more mundane or inconsequential. Regardless, we need to know what our purpose is and why we are aiming for it.

situational-estimate

Then follows the enumeration and consideration of all the various factors impinging on the decision. I give a full list in Brilliant Manoeuvres (pp. 170-1), but in sum, we must look at competitive, natural, human, temporal, and technological/technical considerations. Moreover, if we’ve maintained situational awareness and conducted a proper reconnaissance, most of that information will now be highly relevant.

From this analysis, we must, I repeat, must, develop several possible courses of action. Simply put, there is always more than one option for how to proceed, and refusal to consider a range of possibilities is irresponsible. So, at this point, the process requires the generation of at least three different options. We then compare them, using the factors and other decision criteria. The optimal course of action, i.e., the best one given the situation and our goals, then becomes the basis for detailed plan development and execution. A big advantage is also that, having considered various scenarios and options, we have also made a start on developing sequel and contingency plans.

However, it’s important to note that part of the comparison of options and decision process are contingent upon their performance against potential scenarios and competitor/opposing courses of action. This is where the “war game” comes into play, but that is actually step 6 in the Business Readiness Process, which I’ll consider in the next newsletter.

Business Readiness Process (BRP)

  1. Ensure vigilance through situational awareness.
  2. Do preliminary assessment of tasks and time.
  3. Activate organization or team.
  4. Conduct reconnaissance.
  5. Do detailed situational estimate.
  6. Conduct wargame and decide on optimal course(s) of action.
  7. Perform risk management and contingency planning.
  8. Communicate plan and issue direction.
  9. Build organizational robustness.
  10. Ensure operational continuity.
  11. Lead and control execution.
  12. Assess performance.
My name is Richard Martin and I’m an expert on applying readiness principles to position companies and leaders to grow and thrive by shaping and exploiting change and opportunity, instead of just passively succumbing to uncertainty and risk.
© 2016 Alcera Consulting Inc. This article may be used for non-commercial use with proper attribution.

Monday STAND TO!

By Richard Martin, Expert in Business Readiness and Exploiting Change

Military readiness is the the capacity to exploit change in order to achieve strategic, operational, and tactical objectives.

By extension, business readiness is the capacity to exploit change for strategic, operational, and tactical business objectives.

The business readiness procedure is the the concrete instantiation of this standpoint as it provides the framework, tools, and mindset to exploit change for the achievement of business goals of all types and at all levels. The following list gives each step of the BRP, and I will provide additional insight and examples into each in subsequent issues of STAND TO!

Business Readiness Procedure (BRP)

  1. Maintain situational awareness.
  2. (Re)analyze your mission.
  3. Do a time appreciation.
  4. Activate/mobilize your organization or team.
  5. Conduct reconnaissance.
  6. Do your estimate of the situation.
  7. Compare friendly and opposing scenarios and decide on the optimal solution.
  8. Perform risk analysis and contingency planning of your selected solution.
  9. Communicate your plan and issue clear direction.
  10. Supervise preparations and the build up for implementation.
  11. Lead and control the execution of the plan.
  12. Assess, adjust, and adapt.

Did you know that an infantry battalion only needs about 3 to 4 hours of prep and planning time to be battle ready? What are you waiting for to get the same benefits for your outfit?

Feel free to contact me at any time to discuss your objectives and needs.

And remember… STAND TO!!!

© 2016 Alcera Consulting Inc.

This article may be forwarded, reproduced, or otherwise referenced for non-commercial use with proper attribution. All other rights are reserved and explicit permission is required for commercial use.

December is already upon us. If you haven’t already done so, now is the time to make your plans for changes and new initiatives in the new year.

Here is a distilled version of the military planning and readiness process that you can apply to your own needs. I’ve been helping my business clients with this type of “battle preparation” for close to 10 years now.

This is a proven method to get through any challenging period and come out on the other side with outstanding results.

  1. Determine or confirm the problem to be solved or the change to be made. This leads to a clear and concrete statement of the end state or vision and its supporting objectives.
  2. Do a time estimate to determine how much time is available before launching the change/operation and the tasks that must be achieved before D-Day.
  3. Plan and execute reconnaissance in order to discover and assess the terrain (market), weather (economic, political, social conditions), objective (customers), and enemy (competition).
  4. Analyse your tasks and responsibilities as well as the overarching strategic framework to create a clear and concise mission statement for the change/operation.
  5. Give everyone brief overview of the mission and operation/change to come, including any preparatory tasks and work.
  6. Plan the change/operation.
  7. Communicate your plan in sufficient detail to give everyone involved to understand the overall context, intent, and their specific tasks, responsibilities, outcomes and resources. Leave sufficient time for subordinate elements and managers to conduct their own “battle readiness” procedure.
  8. Execute the plan while controlling progress.
  9. Evaluate interim results.
  10. Make adjustments and update plan as needed. Communicate and control changes.

Feel free to contact me at any time for the this or any other strategic, leadership, and performance improvement needs.  Ask me about my “Battle Procedure Briefing” for business, which is one of the means I use to bring powerful results to my clients. I also speak and facilitate sessions on leadership, initiative, morale, strategy and using military wisdom to win business battles.

Richard Martin is The Force Multiplier. He brings his military and business leadership and management experience to bear for executives and organizations seeking to radically improve performance, grow, and thrive in the face of rapid change, harsh competition, and increasing uncertainty.

© 2015 Richard Martin. Reproduction and quotes are permitted with proper attribution.

A version of this article has been previously published in Canadian Defence Review, Vol. 20, Issue 6 under the title “The Future Ain’t What It Used to Be.”

My financial advisor and I were discussing how our respective clients tend to ignore their future financial and business well-being and focus almost exclusively on the present. David Maister, an expert in professional services, calls this the “fat smoker” syndrome. Some people continue to smoke, overeat, or laze about, instead of adopting healthy habits and lifestyle. Psychologists haven’t fully elaborated the reasons for this, but they have made headway in naming it. It’s called “future discounting.”

In most cases, people—that means you and me—view the future as a realm of wishes, possibilities, and potentialities, some of them hopeful and some of them threatening. The far future is abstract and nebulous. The present and near future are concrete. We can see menaces and opportunities starting us in the face, so we act with less hesitation.

This problem also exists in military strategy and tactics, but military planners have devel­oped ways to overcome future discounting and paralysis in the face of uncertainty. There are three key concepts that are particularly relevant for business strategy and tactics.

The first and most powerful of these concepts is to plan and operate over three temporal horizons: current operations, future opera­tions, and future plans. Current operations are about executing the commander’s existing plan. Future operations are about developing the next steps after the immediate objectives are attained. Future plans are devoted to the development of contingency and follow on plans after the current operation and its im­mediate successor is complete.

But it’s not enough to have three time ho­rizons. You also have to put “troops to task” to ensure you have people focused on the present, others focused almost entirely on the immediate future, while still others explore the more distant future.

While the chain of command works on executing plans in the present, there are staff officers preparing the next phase of the operation. They are busy analyzing the current situation and adapting plans for follow on actions (and reactions). Their time focus ranges from the next few hours (for a battalion) to the next few months (for, say, an expeditionary force).

There is a smaller group of analysts and planners developing enemy and friendly sce­narios over a more extended time scale. They are also looking at ways to “shape” the future battlespace, so that friendly forces are in the best position to impose their will on the enemy (or stakeholders and belligerents, if you’re talking about peace-support or low-intensity operations). Leadership is critical for the three time horizons. The commander exercises his will in the present, while considering advice from, and providing guidance and direction to, his future operations staff and future planners.

The second key concept comes from the fact that there are always multiple ways of achiev­ing the aim. Too often military planners, as well as business executives, get in a rut. They continue doing things in the same old way because that’s how they learned them. But, as Marshall Goldsmith says, “What got you here won’t get you there.” The strategies, methods, and tactics that generated your current suc­cesses (or failures) won’t necessarily work (or fail) in the future.

Leaders and their staffs must analyze condi­tions and the factors that impinge on them so they can generate a range of options. Each of these options must then be weighed against the enemy’s (or competitors’ and buyers’) potential actions and reactions. The optimal course of action becomes the basis for the main plan, while lesser options provide the basis for contingency and follow on plans.

The final concept that military planners have developed is scenario-based planning. This is a whole field unto itself, but in essence the idea is to look at the strategic, operational, or tactical environment as a spectrum of alternate realities. Each scenario paints a picture of a more or less altered world, which can then be explored to identify and qualify their implica­tions from a variety of perspectives and in a number of dimensions.

Scenario-based planning is particularly relevant the further out in time you look, where the intricacies of cause and effect and cascading developments can be assessed and evaluated. The findings provide input for shaping the future of the organization and its impact on competitors, markets, and other stakeholders.

There is no silver bullet solution for future discounting and hesitation in the face of un­certainty and risk. Unfortunately, trying to convince people to be virtuous is a bit of a lost cause. The military approach to this problem provides a range of methods and ideas for dealing with the “fat smoker” syndrome.

© 2015 Richard Martin

Rehearsing plans and scenarios and practising future actions give a foretaste of your thoughts, emotions, and behavior as well as those of competitors, clients, and other stakeholders.

These techniques give you greater presence of mind once you go into action. They help you develop a baseline against which to compare your eventual performance. You can rehearse mentally or through simulated interactions with others. High-level athletes do such “visioning” to get into the right mindset before performing.

In the military, rehearsals are built into planning and battle preparation procedures at all levels. There are various approaches, such as war games, “chalk talks,” “walk throughs,” tabletop exercises, and many others.

Here is what you can do:

  • Imagine at least three different scenarios and their potential consequences.
  • Picture the events or interactions, their surroundings, actors, possible action-reaction-counteraction sequences, decisions, obstacles, and outcomes.
  • Develop “what if” contingency plans to deal with these.
  • Practise the words you will use and your behavior; try to predict the emotions that will arise when you are in the situation.
  • Consider how you will react in each step of the scenario.
  • You can do this alone, with one other person, or with your entire team.

I’m never too busy to discuss your needs or those of anyone else you feel may benefit from meeting or talking to me. So feel free to contact me at any time!

Richard Martin is The Force Multiplier. He brings his military and business leadership and management experience to bear for executives and organizations seeking to radically improve performance, grow, and thrive in the face of rapid change, harsh competition, and increasing uncertainty.

© 2015 Richard Martin. Reproduction and quotes are permitted with proper attribution.

Military leaders learn to “put troops to task” when they are making their battle plans. In simple terms, you may want something to happen, but unless you assign specific tasks and responsibilities to people, along with resources and timelines, things are likely not to get done. So, unless you believe your followers are capable of mind-reading, or you believe in miracles, make sure they know what you expect of them.

  • Specify your overall aim so people know what you want to achieve.
  • Identify key roles and functions.
  • Assign these to specific individuals with clear responsibility to achieve concrete, measurable outcomes.
  • Assign ressources and ask those you’ve tasked to ensure these are sufficient. Tell them to analyze their options and request additional ressources if required.
  • Confirm understanding of your outline plan and key responsibilities.
  • Have them brief their plans back to you so you know they are doing what you want them to.
  • Have them coordinate details amongst themselves and inform you of any major impacts on the overall intent and plan so you can modify if needed.
  • Detail constraints (thou shalt) and restraints (thou shalt not) so they know their “limits of exploitation.”
  • Always end your meetings or planning sessions with a record of decisions, assigned tasks and responsibilities, and next actions/events/milestones.
  • Talk with your immediate subordinates’ followers so you know if they have understood the tasks of the team and can execute them.

I’m never too busy to discuss your needs or those of anyone else you feel may benefit from meeting or talking to me. So feel free to contact me at any time!

Richard Martin is The Force Multiplier. He brings his military and business leadership and management experience to bear for executives and organizations seeking to radically improve performance, grow, and thrive in the face of rapid change, harsh competition, and increasing uncertainty.

© 2015 Richard Martin. Reproduction and quotes are permitted with proper attribution.

You might find this hard to believe, but SIMPLICITY is actually a key principle of military strategy and tactics. Complication increases the probability of friction, and friction increases the chances of failure, or massive confusion.

How do you know you’ve achieved simplicity? Simple: People can readily explain things back to you in their own words without error or misunderstanding. Whether it’s your overall intent, vision, mission, or detailed plans, ALL of your employees should be able to respond to the questions, “What are we doing here and what is your part in it? What happens if you can’t fulfill your part of the plan?” In business terms, this also includes the ability to quickly articulate how the client is better off by buying your products or services or doing business with you.

Here are some quick tips to keep things simple:

  • Give people your overall intent and tell them WHAT you would like them to contribute and WHY it’s important.
  • Let them figure out the best WAY to achieve their tasks and outcomes.
  • Focus on outcomes, not inputs.
  • Follow the rule of three: Only rarely should you give more than three major tasks or outcomes to someone. Limit their span of responsibility and control to three subordinates.
  • Break complex plans and tasks into smaller pieces and assign them to separate teams and leaders. Apply the rule of three.
  • Assign clear lines of authority and responsibility. Ensure people are accountable.
  • Assign major resources to teams and leaders but let them figure out and coordinate the details.

I’m never too busy to discuss your needs or those of anyone else you feel may benefit from meeting or talking to me. So feel free to contact me at any time!

Richard Martin is The Force Multiplier. He brings his military and business leadership and management experience to bear for executives and organizations seeking to radically improve performance, grow, and thrive in the face of rapid change, harsh competition, and increasing uncertainty.

© 2015 Richard Martin. Reproduction and quotes are permitted with proper attribution.

Goal-setting is a buzzword (or is that buzzterm?) that gets bandied about a lot. We’re supposed to set clear goals so everyone is motivated and knows what to aim for.

Forget SMART goals though: specific, measurable, achievable, realistic, and time-bound. Sometimes the last thing we need is an “achievable” goal, much less a “realistic” one. Most accomplishments–and they needn’t be monumental or earth-shaking in scope–appear unrealistic and unachievable in at least some respects to some people some of the time. The other things are useful, but speed, surprise, and originality can be just as important, if not moreso, especially if you’re in highly competitive situation.

Instead, I propose defining the end state you’re looking to create. This comes from military practice, where a commander clearly communicates what the battlefield or operation will achieve in very concrete terms: for instance, the enemy has withdrawn from objective X and is on the run; our forces have seized objective X and are in a strong position to exploit to line Z 20 km beyond the objective.

This type of goal creates a vision that anyone can relate to. Moreover, it sets the parameters for what is needed to get there. “If this is what the end state looks like, then what do we have to do and by when, with what resources, and in what manner, for that to become the new reality?”

I’m never too busy to discuss your needs or those of anyone else you feel may benefit from meeting or talking to me. So feel free to contact me at any time!

Richard Martin is The Force Multiplier. He brings his military and business leadership and management experience to bear for executives and organizations seeking to radically improve performance, grow, and thrive in the face of rapid change, harsh competition, and increasing uncertainty.

© 2015 Richard Martin. Reproduction and quotes are permitted with proper attribution.

The essence of military style command and control is mission based planning and direction. Most people have a vision of military command structures based on caricatures dating back to the First World War. However, even during that war (and preceding ones) military forces were only successful to the extent that units and leaders at all levels were free to interpret plans and orders and exercise their initiative within the superior commander’s intent, rather than following detailed set-piece plans and executing orders to the letter.

If you want to be truly successful in achieving your aims, you have to give your team members the overall intent and scheme of manoeuvre, while letting them figure out the best way(s) to achieve them. This can be summarized as “tell them what to do, not how to do it.” Yes, there are times when you must be highly prescriptive, implement procedures, and set minimum standards. But these only cover the most common and basic needs. Leaders must have the freedom to explore different options with their teams and to reinforce what works while dropping what doesn’t. Not only is this more effective and efficient, it also leaves them with more space to exercise initiative and provides everyone with the intellectual stimulation and intrinsic motivation to succeed.

Richard Martin is The Force Multiplier. He brings his military and business leadership and management experience to bear for executives and organizations seeking to radically improve performance, grow, and thrive in the face of rapid change, harsh competition, and increasing uncertainty.

© 2015 Richard Martin. Reproduction and quotes are permitted with proper attribution.