Strategic planning is changing, that old saw

The folks at Network Weaver are professional kin to me. Almost everything they post on their blog is something that I resonate with. They are about to publish a short series of blog posts about their approach to strategic planning in 2025, and I resonate with their practice principles:

1. Clarify Your North Star

Ask: What is the core purpose that must remain constant, even as the world shifts? How can you stay emergent and responsive to crises while still focusing on building long-term power and transformation?

2. Plan for Multiple Futures

Ask: What are the factors we know or can imagine, and what is beyond? How can we hold the future lightly as we plan and move with purpose?

3. Design for  Flexibility, Iteration, and Collaboration

Ask: Is our strategy flexible enough to adapt, and do we have strong processes in place to support ongoing experimentation and collaboration?

4. Center Equity and Building Power for Your Organization and Community

Ask: What are we building? Who are we accountable to? Are we building in ways that foster a more equitable future?

5. Strengthen Internal Capacity for Resilience and Well-Being

Ask: What do we need to sustain our people, funding, and infrastructure in the long run?

There is, of course, a time an a place for linear and predictive planning, but many folks are still wedded to the idea that if we just double down on a more ordered line of reasoning, we’ll be able to work ourselves through the massive amounts of uncertainty we are currently facing. If you look online for strategic planning templates, you’ll find a flood of these processes, all offered as if context doesn’t matter.

Something I would add to this list is Develop good situational awareness of the people and issues in context. The ask here is “What is going on? How do different people see the situations we are in? Who has what expertise and experience and how can we bring it to bear on the work?” With large scale initiatives I use Participatory Narrative Inquiry and often NarraFirma as a tool to gather and work with the stories of experience that illuminate the current situation. I have also taken to talking to folks close to the situation for more than I used to as a way of preparing for this kind of work. I am finding that these days many people in decision making positions, on boards or in leadership roles, are operating with an incomplete picture of the situation or an inability to grasp of the issues at stake. That doesn’t mean they can’t be useful to the process. Folks that sit on boards, for example, who are not subject matter experts in the core work of an organization may still have immense wisdom on engagement or process or lived expertise with the consequences of decisions. Taken as a collective, a good board or a leadership has a diversity of experiences and perspectives. But if unquestioned assumptions about power and status are at play, that diversity can be sidelined with the result that organizations make decisions with a narrowed scope of awareness. You are always starting from somewhere.

Strategic planning is one of those terms that means a bunch of different things to folks depending on what they need, what their experience has been and what they have done in the past. I usually begin strategic planning engagements with a client by asking them “tell me what you want to do without using the term ‘strategic planning'” and from there we explore a design for the work that gets them where they need to go. The issue, however, is making sure that the folks participating in the process have a clear view of the need and purpose of the work, which is why we spend time on that part of the design to craft a good invitation process. It helps people show up well and helps to bring clarity to what we are doing, especially if the work is unfamiliar.