Who should be involved in the Strategy Creation Process?

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Involving the correct people at the correct time is critical to the successful creation and implementation of a strategic plan.

The strategic creation process will normally involve key people in the organisation who have an interest in or input to its future direction. This will include senior managers and decision makers. It can also include people who have knowledge that is important to the process.

This is not to say that everyone needs to be involved at every stage of the process.  Some people may only be involved as they are needed (i.e. when specialist knowledge is required) while others may be involved throughout.

The seniority of the people involved will tend to follow the structure of the strategy model.  This means that senior executives will be involved with envisioning the future of the organisation – creating the vision and setting medium to long-term goals.

As the strategy development process progresses, it can be useful to involve managers and staff from specific areas or departments. This helps to understand in more detail how to move the organisation from where it is to where you want to to be. Here, we set short to medium term objectives designed and identify actions to help attain the agreed goals and vision

People who are at the are involved in the day-to-day operations of the organisation can provide a unique view of the business. Consequently you should encourage them to share their thoughts on what is and what isn’t working with the organisation. This will provide a better understanding of what is required to achieve the its goals.

In summary, involving people from all levels of the organisation can be a very powerful way to build commitment to the attainment of the strategic goals. In addition, it also creates a sense of accountability that can improve motivation and productivity which will help the strategy to succeed. It is, however, important to involve them at the correct phase of the strategy creation process to ensure that they are able contribute in the most effective way.

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