Copy this exercise into your project management or note platform of choice.

Define Your Domain

  • Who is this strategy for? -
  • What resources can you personally commit? -
  • What resources can you commit from your group or department? -
  • What resources can you commit from your organization as a whole? -

Identify Existing Goals or Generate Your Own

  • Are there existing organizational goals? -
  • If so, can they be translated to your domain? -
  • If not, what should they be? -

Articulate the Strategy for Your Domain

  • What is your Diagnosis of the problem? -
  • How can you test if your hypothesis (diagnosis) is accurate? -
  • What are your Guiding Policies that will help you and your team make decisions in this area? -
  • Do your guiding policies help define what is a definite Yes or No regarding what resources to commit to what activities? -
  • What are the courses of Action required to make this all work? -
  • How will you know if action is effective and when to adjust? -

Define Adjacent and Further Removed Domains

  • Who needs to know about your new strategy? -
  • Who can affect the outcome and who just needs to stay informed? -
  • Who needs to actually make decisions and complete the work? -

Communicate Your Strategy and Integrate Feedback

  • Discuss the plan with adjacent teams.
  • Start with simple statements and follow lines of questioning.
  • (eg. The problem I see is this (diagnosis). I want to apply these resources in this specific way (policy), and do this type of work until this happens (coherent action).)
  • Accept feedback from your team and adjacent teams.
  • Integrate feedback: Figure out if negative feedback is because there are errors in your thinking or in the way you communicated it?