Strategy-and-Tactic Tree Overview

Summary

• Speaker explains building a strategy-and-tactic tree for a large organization.
• Describes a four-level hierarchy from goal to detailed operational changes.
• Presents three methods to create the tree: build from scratch, customize a library template, or use the "pro-con cloud" audit process.
• Emphasizes prioritization: work top-down on higher-priority Level 2 items before lower-priority ones.
• Shows how the audit process produces project charters that map directly into strategy-and-tactic boxes.

Strategy-and-Tactic Tree Structure

• Level 1: Overarching goal (example: achieving profitable growth).
• Level 2: Key priority areas (compliance, competitive advantages, productivity, social responsibility).
• Level 3: Detailed how-to elements to build, capitalize, and sustain Level 2 items.
• Level 4: Specific functional changes (sales, procurement, manufacturing, planning).
• Tree provides a complete picture of how the organization will achieve the stated goal.

Methods To Build The Tree

• Build From Scratch:
  • Follow the four steps (define goal, priorities, detailed actions, functional specifics).
• Customize Template From Library:
  • Use prebuilt strategy-and-tactic trees in the Gold Rat library.
  • Choose the template matching company type (retailer, manufacturer, distributor, technology).
  • Keep relevant boxes and remove irrelevant ones.
• Pro-Con Cloud Audit Process:
  • Embedded in Harmony Decision Maker and Harmony Change Maker apps.
  • Start from a performance gap or problem.
  • Define importance for individual and organization to ensure focus on critical problems.
  • Define conflict, unique pros and cons, goal, and threat.
  • Explore four options to resolve conflict in a win-win way.
  • List "yes, but" objections and convert into a "yes, and" plan.
  • Summarize full solution in a project charter.
  • Project charter aligns with a fully defined box on the strategy-and-tactic tree.

Action Items (sorted earliest->latest)

• (Immediate – Team): Review Level 2 priorities and ensure top-management focus on highest items.
• (Next – Strategy Owner): Decide whether to build tree from scratch or select a library template.
• (Next – App User): Explore Gold Rat library for templates matching company type.
• (Next – Change Lead): Run pro-con cloud audit in Harmony apps for major performance gaps.
• (Follow-up – Project Leads): Convert audit project charters into Level 4 tactic boxes and align with functional owners.

Decisions

• Prioritize Level 2 items before working on lower-priority Level 3/4 tasks.
• Project charter format from the audit process will be used to populate tree boxes.

Open Questions

• Which company template in the Gold Rat library best matches our organization?
• Which specific Level 2 priorities currently have unresolved workouts blocking lower priorities?
• Who will own the pro-con cloud audits for each major performance gap?

Structured Details