Posts Tagged ‘strategy’

by Richard Martin

Strategy is the set of actions undertaken by any entity that is striving to survive and thrive in the face of change, uncertainty, risk, and opposition.

There are two basic strategic postures: defence and offence. Defence consists in temporarily conceding the initiative to an opponent to buy time and reconstitute one’s forces.

Offence consists in seizing and maintaining the initiative to achieve one’s ends through:

  • confrontation (i.e., direct action against antagonists to resolve a conflict or otherwise achieve one’s objectives);
  • competition (indirect action against antagonists by letting a third party decide in a competitive arena); or
  • cooperation (combining forces with other actors to achieve mutually compatible or synergistic interests and effects).

These four basic options–conceding, confronting, competing, and cooperating–constitute the building blocks of any strategy.

This is important, because it entails that there are always options when confronted by opposition, resistance, or obstacles of any kind. We can build a strategy that leverages our strengths while mitigating our vulnerabilities and that is not limited to confrontation or aggressive posturing.

So, before embarking on a strategic decision, you should always consider the four options with their potential benefits and costs, as well as their possible and probably consequences.

© 2017 Alcera Consulting Inc. This article may be used for non-commercial use with proper attribution.

by Richard Martin

OK, this week I’m going to go out on a limb and be deliberately provocative: I’m going to talk about politics, but as it pertains to strategy, manoeuvre, and readiness.

The more I observe Trump’s behaviour, the more I discern a certain method in his apparently mad approach to politics and communication. Let’s leave aside his policies and decisions, whatever you or I may think of them, and focus purely on the form of his communications and manoeuvres.

I think Trump is demonstrating masterfully the strategy of misdirection. This is purportedly how magicians entrance the audience so they focus on something innocuous while they perform their slight of hand, thus creating convincing and mystifying illusions.

Misdirection is also a fundamental tenet of military strategy and tactics, the aim being to get the enemy to concentrate or watch in a certain area or direction while friendly forces manoeuvre to bring their strength to bear against the opponent’s key weakness or vulnerability.

Consider the following. Trump regularly sows confusion and sends the media and his political opposition onto wild goose chases. Trump may have personality problems, but I can’t believe he’s so maladjusted as to be stupid. In fact, I think his Machiavellian instincts are a result of his intelligence. His tweets are illustrative of how he attempts to manipulate issues by sowing false scents, confusion, and bloviation.

One of the deception tactics used in the Second World War in North Africa, by both sides, was to mimic columns of armoured vehicles by sending trucks to drive around and kick up dust clouds that could be seen rising beyond the horizon. My gut tells me this is what Trump is doing most of the time. What his ultimate aim is, I’m unable to fully discern at the moment, but it may not be completely in line with his public statements. Or not. That’s why his strategy may be having an effect.

It would be wise therefore, for allies and opponents to take his strategies and tactics seriously, if not for their content, at least for their form. They may be hiding something solid or truly substantive behind a facade of obfuscation and subterfuge.

Military tacticians are taught to beware of the easy path over the battlefield. If you’re advancing too easily and quickly, it might be because the enemy is luring you into an ambush.

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Richard Martin’s 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.

Contact me to apply the whole thing–or just a piece, as needed–to improve your strategy, your readiness… and your results!

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?

Why Sunday and What Does “Stand To” Mean?

Sunday? I want you to get my insights and advice first and fast, so you can prepare and up your readiness and results before others even know what’s happening!

And Stand To? It’s the order used in the military to get forces to man the parapets and be in a heightened state of situational awareness and, yes, readiness, so they can face any threat or undertake any mission.

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.

© 2017 Alcera Consulting Inc. This article may be used for non-commercial use with proper attribution.

by Richard Martin

There are three pillars underlying readiness: vigilance, preparedness, and robustness. Vigilance involves staying on the lookout for changes and trends. Preparedness is about creating conditions for future success. Robustness is the capacity to sustain hits and disruptions and to continue functioning in the face of obstacles, friction, and opposition.

However, not everyone in an organization exercises and implements vigilance, preparedness, and robustness in the same manner. A salesperson or production manager has different concerns, responsibilities and perspectives than the CEO or VP Marketing. It’s critical to view the situation through the most appropriate lens. Are we developing strategic readiness, operational readiness, or tactical readiness?

Strategic readiness views the world through the lens of conflict and competition. It is the perspective of any entity striving to survive and thrive in the face of uncertain conditions and the antagonistic actions of other entities. If there are no conflicting or competing interests, there is no need for strategy. Thus, we need strategy for warfare, politics, business, fundraising, and sports, for example, but we don’t need strategy to build a bridge, perform a musical score, or decorate a house. In essence, strategy entails a contest of wills with rivals who want what we want and are willing to interfere with our aims, and we with theirs, under conditions of risk and uncertainty.

Operational readiness is the perspective through which strategy is translated into concrete plans and actions on the ground. It bridges the conceptual and organizational gaps between strategy and tactics. The key questions in operations are: How can we achieve the organization’s objectives and implement its strategy? What resources and capabilities are needed? How much time will this take? What are the sequence of events, the preliminary actions to create conditions for success, and the intended “flow” of the campaign? Not everything can be achieved at once, nor to its fullest extent. Operational leaders must therefore set priorities and assess the feasibility of various options before deciding on a definite course of action for implementation.

Tactical readiness takes the view that conditions, resources, and tasks are mostly set. You go into battle with the hand you’ve been dealt and make the best of it. There is little room for manoeuvre and limited scope to adjust missions, tasks, and goals. In military terms, once troops have been committed to action, they must achieve victory in a succession of engagements, and these cumulative successes are what lead, quickly one hopes, to the success of the strategy.

Are you in an existential struggle? Are you facing opposition, competition, and conflict? Could any of these change the course of your ultimate purpose and vision? If yes, then you’re dealing with strategic readiness. If you’re considering various courses of action, the different ways of achieving your strategic outcomes, what systems, structures, and processes are needed to be successful, then you must view the situation through the lens of operational readiness. Finally, if you’re considering the immediate actions you must take given a relatively immutable set of conditions, then you must see the situation as one of tactical readiness.

The three pillars of readiness, vigilance, preparedness, and robustness, will vary depending on whether you’re considering the situation strategically, operationally, or tactically (or a combination of these). I’ll explore these three readiness perspectives in coming Stand To‘s.

Richard Martin’s 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.

Contact me to apply the whole thing–or just a piece, as needed–to improve your strategy, your readiness… and your results!

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?

Why Sunday and What Does “Stand To” Mean?

Sunday? I want you to get my insights and advice first and fast, so you can prepare and up your readiness and results before others even know what’s happening!

And Stand To? It’s the order used in the military to get forces to man the parapets and be in a heightened state of situational awareness and, yes, readiness, so they can face any threat or undertake any mission.

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.

© 2017 Alcera Consulting Inc. This article may be used for non-commercial use with proper attribution.

 

by Richard Martin
There’s an oft-repeated dictum in investment: Avoid investments that are priced for perfection. You should avoid stocks and other investments the price of which reflects all the actual and potential “good news” about its value. In other words, if you overpay, there is very little room for error in your investment, and you risk losing more than gaining, sometimes a lot more.
I like to apply this principle more generally to decision-making, strategy, operations and tactics. So it has obvious value in terms of readiness. If everything has to be “perfect” for your plans to come to fruition, then you’ve left precious little room for error and risk in your assessment of the likelihood of success. How can you apply this principle?
  • Be conservative when assessing the potential upside of your plans and actions.
  • Be prudent in identifying potential obstacles, resistance, and risks into your plans.
  • Make contingency plans to deal with the highest risks and most dangerous threats.
  • Prepare contingency plans to exploit unexpected success and breakthroughs so you can “make hay while the sun shines,” if that transpires.
  • Build up reserves of people, money, and other resources.
  • Have alternate and back up plans for supply, distribution, and operations.
  • Give primary and alternate tasks, roles and responsibilities.
  • Explain the overall intention to your team and subordinate leaders so they can adjust on the fly and apply their initiative in achieving your aims when execution goes off the rails.
  • Make prudent assumptions deliberately and seek to falsify or confirm them with information, intelligence and reconnaissance.
  • Assume first information is usually wrong, or at least in need of corroboration.
  • Seek alternate points of view and assessments.
  • Give yourself and your people time to think and react.
All of this can be summed up with the following three questions:
  1. What if I’m right about this?
  2. What if I’m wrong about this?
  3. What then?
Call that applied self-scepticism.
Richard Martin’s 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.

Contact me to apply the whole thing–or just a piece, as needed–to improve your strategy, your readiness… and your results!

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?
Why Sunday and What Does “Stand To” Mean?
Sunday? I want you to get my insights and advice first and fast, so you can prepare and up your readiness and results before others even know what’s happening!
And Stand To? It’s the order used in the military to get forces to man the parapets and be in a heightened state of situational awareness and, yes, readiness, so they can face any threat or undertake any mission.


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.


© 2017 Alcera Consulting Inc. This article may be used for non-commercial use with proper attribution.
by Richard Martin
I’ve often heard this ridiculous statement, inside and outside the military: “We can’t take time to strategize and plan; we’re too busy right now.”But if not now, when? Considering the future and planning is no different than any other habit. You have to set aside the time and resources to “just do it” (Remember the Nike ads?) Would you avoid getting up in the morning and going to work just because you don’t want to, or think you have other/better things to do?

Here are some guidelines to help you get in the habit of strategizing and planning for the near and more distant future:
  • Set aside time every day to consider the next few days (5-10 minutes). It’s a good idea to work a week ahead on a running basis.
  • Set aside time once a week (1 hour) to consider the next month. Apply the same running approach by focusing on the next month on a weekly basis. This allows you to integrate and assess new information periodically while staying a month ahead.
  • Quarterly reviews and projections for the next year on the same basis are required. Don’t just focus on getting to the end of the current year. This is endemic in businesses trying to “make their numbers” in the final quarter. That’s fine at the tactical level, but if you’re only concentrating on the next weeks and months, you’re going to miss implementing needed changes and plans for the next year(s).
  • Finally, at least once a year, preferably every 6 months, conduct a strategy/planning session to look out 18-36 months. The actual timeframe will depend on the nature of your business, speed of change, competitive threats and opportunities, and financial position and projections. This comes in addition to your annual strategic planning cycle I described a few weeks ago.
Think this is a lot of planning? Well, what’s the alternative? If you, as a leader and manager aren’t taking the time and putting in the effort to “see beyond the next hill,” then who in your team is?
Richard Martin’s 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.

Contact me to apply the whole thing–or just a piece, as needed–to improve your strategy, your readiness… and your results!

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?
Why Sunday and What Does “Stand To” Mean?
Sunday? I want you to get my insights and advice first and fast, so you can prepare and up your readiness and results before others even know what’s happening!
And Stand To? It’s the order used in the military to get forces to man the parapets and be in a heightened state of situational awareness and, yes, readiness, so they can face any threat or undertake any mission.


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.


© 2017 Alcera Consulting Inc. This article may be used for non-commercial use with proper attribution.

Strategic Readiness Bulletin Number 1 – 1 March 2017

By Richard Martin, founder and president, Alcera Consulting Inc.

Richard Martin issues Strategic Readiness Bulletins on an as needed basis to clients, key decision-makers, and other influencers, to highlight recent or evolving risks, threats, and opportunities for companies and organizations resulting from chaotic change as well as international and national situations of a political, economic, technological, or social nature.

What Is the Strategic Readiness Issue?

Asylum on Canadian flag.

Asylum on Canadian flag.

Recent events and fears in the United States are apparently pushing many resident aliens and immigrants in that country to reconsider their future there. In recent weeks, we have learned that hundreds of individuals and families, sometimes with very young children, have braved cold weather and harsh conditions to cross the border into Canada. They are arrested and detained, and then presumably further processed by Canadian government agencies after requesting refugee status. As many commentators have already pointed out, if there is a mini-surge of “walk-in” refugee claimants in the winter, what will happen when the weather improves up north (literally), and it gets worse down south (figuratively)?

We can think what we want of this situation, but the important question to ask is: Is this a risk, a threat, an opportunity, or some combination of these? Readers may believe that I’m being alarmist, but this is furthest from the truth. The essence of readiness—whether for defence or for profit—is anticipation. As the old military saying goes, “Time spent in reconnaissance is never wasted.” We can extend this by adding anticipation and planning as well. Readiness is a function of awareness, which in turn requires surveying your surroundings and making projections, highlighting potential outcomes and effects, and developing scenarios and contingency plans to react or act in a timely and effective manner.

Who Can Be Affected?

This is nothing but a quick list of businesses, organizations, and agencies that could be affected by a refugee or border crisis of some kind in coming months:

  • Manufacturers and other businesses that depend on imports and exports
  • Transportation and logistics companies
  • Federal, provincial, and local government agencies and departments
  • Ports and border-crossing facilities
  • Towns and villages near border crossings, official and unofficial, including their fire departments, schools, hospitals, and other medical facilities
  • Charitable and/or community organizations such as the Red Cross, the YMCA, local associations, NGOs, etc.

What Are the Risks and/or Opportunities?

Here are two simple scenarios to show how companies and organizations can be affected by a surge in refugee crossings and claimants.

Scenario 1: A small town near the Quebec border with the US is overwhelmed with refugees in the early summer. Available facilities are rapidly claimed by federal and provincial government agencies. There is a need to lodge, feed, and care for a relatively large influx people seeking to enter Canada as refugees. The town’s administration is overwhelmed by the influx and local citizens are increasingly enraged by the “threat to law and order,” people crossing their property, and perhaps even squatting.

Think this is far-fetched? Consider the following headline in a Globe and Mail article of 7 February 2017: “Manitoba town pleads for federal help with refugee influx.”

Scenario 2: A transportation company depends on cross-border shipping and logistics for a bulk of its business. The refugee influx gives rise to political actions by the federal government to control border access better. Even though people are crossing at secondary and tertiary border locations, or even unmanned areas, CBSA steps up searches and security at official crossings. This introduces long lineups and delays at border crossings. American officials do the same in the other direction for no logical reason.

Assessing Your Situation

You can look at any kind of disruptive scenario from two perspectives: defensive (as risk or threat) or offensive (as opportunity).

Defensive Assessment: Risk is the product of probability and consequence/impact. Reducing or eliminating the risk probability falls under the rubric of prevention. Responding to, containing, eliminating and recovering from the risk impact is called mitigation. I’ve illustrated this in the following diagram. As you can see, contingency planning is any preparation and planning you conduct to be ready for a risk should prevention fail. If prevention is your 1st line of defence against a risk scenario, contingency planning is your 2nd line of defence (recovery is the 3rd line).

assessing-risks-and-threats

Offensive Assessment: On the offensive side, it can sometimes be difficult to see what could be an opportunity, but it follows the same basic logic as defensive risk and threat readiness. Opportunities are thus the product of the probability of a positive event occurring and the beneficial consequences. In that case, your first wave of attack is the scouting and reconnaissance you carry out to detect the opportunities. These are then assessed as to their expected value (probability times benefit) and you can create various initiatives to develop them into full-blown offensive thrusts—the 2nd wave of attack—reinforcing successful ones and pulling back from unsuccessful ones—the 3rd wave of attack.

In this Strategic Readiness Bulletin, I wanted to point out the potential risks, threats, and opportunities that loom for companies, organizations, and agencies as they look at the unfolding refugee situation. It’s up to you to take steps to increase your offensive and defensive readiness.

picture1Richard Martin is an expert in identifying, assessing, and preparing for strategic risks, threats, … AND opportunities, so companies and organizations can exploit change, instead of passively reacting or succumbing to it.

Richard.Martin@alcera.ca

www.alcera.ca

www.exploitingchange.com

(514) 453-3993

by Richard Martin, founder and president, Alcera Consulting Inc.

What risks (or opportunities) are staring you right in the face? Are you doing anything about them, or are you just hoping that they will go away (in the case of risks and threats) or that they will miraculously come to pass (in the case of opportunities)?

Just off the top of my head, I can think of some major events and changes in conditions that could be risks or opportunities, depending on your perspective, needs, objectives, and readiness to defend them or exploit them:

  • An incipient refugee crisis in Canada: Think I’m being alarmist? Hundreds are crossing the border now and it’s winter. What might happen when the weather changes, literally and figuratively? I’m sure many in Europe didn’t anticipate how things could turn so quickly in the last two years. Forewarned is forearmed, but only if you think things through and have contingency plans do deal with the possibilities.
  • Global upswing in populist demagoguery and politics: This can lead to reactionary policies, official identity politics, closed borders, intrusive searches and surveillance, economic protectionism, et j’en passe
  • “America First”: This goes beyond Donald Trump as president. He isn’t the cause of the wave of nativism, protectionism, and bellicosity in the U.S., but he sure is riding it!

No matter what your role or mission, whether you’re a company, a government organization, a health care provider, educator, or non-profit, these events may affect you, your objectives, your profit, your revenues, even your viability and existence. You must assess these types of changes seriously and determine the nature of the risk and whether it’s a threat or an opportunity.

I’ve started working and putting out a new type of situational awareness and briefing document. I’m calling them Strategic Readiness Bulletins. I’ll be putting them out on an as needed basis to highlight events and changes in the global environment that can impact businesses and organizations in all sectors.

However, nothing beats actually thinking for yourself and putting brainpower into seeing how such changes can be absorbed or exploited, avoided or mitigated.

Oh, and I can help you with this process, any time, any place, quickly and efficiently. But you must contact me first…

Richard Martin’s 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.

Contact me to apply the whole thing–or just a piece, as needed–to improve your strategy, your readiness… and your results!

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?

Why Sunday, and What Does Stand To Mean?

Sunday? I want you to get my insights and advice first and fast, so you can prepare and up your readiness and results before others even know what’s happening!

And Stand To? It’s the order used in the military to get forces to man the parapets and be in a heightened state of situational awareness and, yes, readiness, so they can face any threat or undertake any mission.

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.

© 2017 Alcera Consulting Inc. This article may be used for non-commercial use with proper attribution.