Lessons from Sports #738: Alignment and Long-Term Planning

Balancing short- and long-term strategic planning is hard largely because they often conflict. A great example of this is when the Green Bay Packers drafted Aaron Rodgers in 2005. It was a shocking choice, because the Packers already had a future Hall of Fame quarterback in Brett Favre, and they had short-term needs at other positions. Furthermore, Rodgers was far from a sure thing. The Packers were sacrificing their immediate effectiveness for a potential Favre replacement 3-5 years in the future.

In sports, part of how you enforce the discipline of balancing the short- and long-term is by separating the roles of coach (short-term) and general manager (long-term). Andrew Brandt, the Packers former vice president of player finance, described how this dynamic played out when choosing to draft Rodgers:

We get to 24 and we got one name staring at us, and it’s Aaron Rodgers. We know we have the most durable quarterback in football [Favre], so I can just sense [in] the room to my right were the coaching rumblings where you could just sense they’re like “Oh my God, are we really going to do this? We’re going to take a player that can’t help us this year, maybe not next year, maybe not the year after, maybe never.” There was some rumbling. And I sense what was going on to my left side, which is more management oriented, and it was the same thing they always say, which is trust the board. We put in all our scouting, we’re going to take the best player available. And obviously management won out over coaching. It was one of those ultimate best-player-available decisions. But you look at the Green Bay Packers that year, that’s the last thing you would think that we’d pick.

It turned out to be the right choice. Rodgers replaced Favre three years later (while Favre was still good), has been two Super Bowls (winning one), and is almost surely a future Hall of Famer.

What would it look like if more organizations (especially smaller ones) had separate roles responsible for short- versus long-term planning?

(The article above is also an excellent case study on the imperfect science of decision-making.)

In other sports news, the historically great Golden State Warriors eliminated the Portland Trailblazers from the NBA playoffs, 4-0. Afterward, the Blazers star point guard, Damian Lillard (who had an outstanding series), commented on how “together” and “on the same wavelength” the Warriors play.

It’s extraordinary commentary coming from a great basketball player on a very good team. At this level, every team invests heavily on getting everybody on the same page, and all good teams achieve that. But there are clearly different levels of alignment, and when you reach higher levels, you play at higher levels. I think it speaks powerfully to the importance of alignment, which most organizations in other fields do not value as highly as professional sports teams.

(As an aside, my friend, Pete Forsyth, wrote a great article about Lillard, free licenses, and Wikipedia in 2014. I recently helped make Pete famous in the Oregon sports world this past week when the above, Creative Commons-licensed photo I took of him sporting his Lillard jersey at a Warriors game appeared in this Willamette Week article this past Monday.)

Disrupting Organizational Consulting

My secret goal with Changemaker Bootcamp is to disrupt management and organizational development (OD) consulting.

My rough and totally unscientific estimate is that the budgets for 90 percent of all management and organizational development consulting projects would be better spent on capacity development for staff.

Good consultants already orient their work toward developing this capacity, but it comes at a premium cost. When compared to other consultants who are charging similar or higher costs but are providing far less value, these costs are more than justified. However, I think there’s a huge market opportunity for something that provides greater, broader value at a fraction of the cost.

Physical fitness offers an apt analogy. If you want premium service, you can hire a personal trainer. At the opposite end of the market, you can buy a book or search the web for tips on how to stay fit. There are many services in-between as well: DVDs, bootcamps, gym memberships, and so forth.

Fitness Market

With organizational work, there are two extremes with very little in the middle, and it’s skewed heavily (and needlessly) toward the high-end.

Organizational Effectiveness Market: What Is

There’s consulting on the high-end, and there are books and articles on the low-end. Most existing training programs fall on the low-end of the spectrum as well, because they are oriented primarily around delivering information rather than on shifting behaviors.

There’s no reason why the market for organizational effectiveness should not look more like the market for physical fitness.

OE Market: What Should Be

I think organizations in general — and, by extension, society as a whole — would be much better off if it did. I think services like Changemaker Bootcamp have the potential to shift the market in this way.

An Example: Strategic Planning

Consider strategic planning. Organizations bring in consultants to help guide the process or to provide content expertise. The vast majority of strategic planning processes focus on helping the leadership team develop the “right” strategy.

Some organizations really benefit from these processes, because they understand what strategy is, and, more importantly, they understand how to act strategically. I’ve worked with several organizations like this, where my primary role was to create the space for them to have the strategic conversation. Once they had that space, they were able to align quickly and execute effectively.

The vast majority of organizations — and people, it seems — don’t fall into this category. In these cases, hiring a consultant is a waste of money. These organizations don’t have the capacity to evaluate the end result, and they’re not likely to act on it regardless.

Unfortunately, these organizations often hire consultants anyway, and the results are predictably ugly — “strategies” consisting of long lists of goals that are too general and abstract to mean anything. Not that it matters, since no one in these organizations generally knows what those goals are anyway.

The worst part about all this is that developing a good strategy is relatively easy. Acting strategically is what’s truly hard.

Acting strategically takes practice. Good consultants can help organizations practice in the same way that personal trainers help their clients. However, most consultants do not take this approach. Even if they did, there ought to be more and better ways to support practice than consulting.

Changemaker Bootcamp’s approach is to offer a set of exercises for practicing asking generative questions. These exercises don’t require any specialized skill to do, but they can help develop specialized skills if repeated often enough with constructive feedback from others.

My hypothesis is that most organizations would benefit far more from having their staff go through exercises like these than they would from hiring expensive consultants lead them through traditional planning processes.