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Strategy vs. Planning: Lecture Notes by Roger Martin

Jun 7, 2024

Lecture on Strategy vs. Planning by Roger Martin

Introduction

  • Planning: Has been around for a long time; involves planning out activities.
  • Strategy: A relatively newer discipline.
  • Strategic Planning: Often a misnomer; it combines planning and strategy but mostly focuses on activities rather than actual strategy.

Differentiating Strategy and Planning

  • Strategic Planning in Business: Often not true strategy, just a list of activities (e.g. improving customer experience, opening new plants, talent development).
  • Result: Lack of strategy means these activities won't lead to satisfying outcomes for the company.

What is Strategy?

  • Definition: An integrative set of choices that positions you on a chosen playing field to win.
  • Components:
    • Theory: Why choose this playing field and how to win there?
    • Coherence: Theory must be coherent, doable, and translatable into actions.

Limitations of Planning

  • List without Coherence: Planning often becomes a comfort zone for satisfying internal departments without a coherent goal.
  • Comfort Zone: Focuses on resource expenditure (cost control) which is within the company's control.

Challenges in Strategy

  • Outcome-Focused: Specifies a competitive outcome; relies on customers who are not controllable.
  • Examples:
    • Southwest Airlines: Competed effectively by choosing a differentiated strategy focusing on cost control, efficiency, and targeting a specific market segment.

Strategic Risks vs. Planning Comforts

  • Plans: Comfortable because they involve spending decisions within control.
  • Strategy: Uncertain and challenging as it relies on market outcomes that can't be guaranteed.
  • Example: Air carriers vs. Southwest Airlines.

Escaping the Planning Trap

  • Embrace Angst: Recognize the nerves associated with strategy; it's natural due to uncertainty.
  • Proving in Advance: Strategy can’t be proven in advance unlike plans.
  • Logic of Strategy: Lay out clear, logical steps for the strategy.
  • Tweaking Strategy: Strategy should adapt based on market responses and outcomes.

Simplifying Strategy

  • One-Page Strategy:
    • Where to Play
    • How to Win
    • Necessary Capabilities and Management Systems
    • Goals and Aspirations
    • Underlying Logic: Define what must be true for success.
  • Continuous Adjustment: Keep watching and tweaking.

Conclusion

  • Planning Guarantees Losing: Focused on comfort but not effective.
  • Strategy Increases Chances of Winning: Though challenging, it provides a clearer roadmap to success.