More Than Just Survival: Why Any Business, Regardless of Size, Needs a Strategic Plan

Many small business owners are immersed in a daily hustle—managing operations, serving customers, and putting out fires. The idea of stepping back to create a formal “strategic plan” might seem like a luxury reserved for large corporations with dedicated planning departments. However, neglecting strategic planning is a missed opportunity that can hinder growth and resilience. A well-thought-out strategic plan isn’t just paperwork but a vital roadmap for success, regardless of your company’s size.

Here’s why even the smallest businesses benefit immensely from strategic planning:

  1. It Provides Clarity and Direction (Your North Star)

Without a plan, a business can easily drift, reacting to immediate demands rather than proactively moving towards long-term goals. A strategic plan begins by defining your Vision (where you ultimately want to go) and Mission (your purpose and how you’ll achieve the Vision). This clarity is a compass, guiding every decision, from hiring to marketing to product development. It ensures that everyone on your team, even if it’s just a few people, understands the ultimate destination and the core purpose behind their work.

Read more about bringing clarity to your team

  1. It Enables Focused Action and Resource Allocation

Small businesses operate with limited resources—time, money, and workforce are precious. A strategic plan helps you prioritize. Setting clear goals and time-bound strategic objectives allows you to identify the most critical actions needed to move the needle. This will enable you to allocate your limited resources effectively, focusing on initiatives that directly support your Vision rather than spreading yourself too thin or chasing every fleeting opportunity. It helps answer the crucial question: “What should we be doing right now to get us closer to our goals?”

  1. It Fosters Team Alignment and Accountability

Even in a small Team, ensuring that everyone is pulling in the same direction is crucial. A strategic plan clarifies roles, responsibilities, and expectations. When the plan outlines key initiatives and accountabilities, Team members understand how their contributions fit into the bigger picture. This shared understanding builds cohesion, improves communication, and fosters a culture where everyone feels responsible for contributing to the company’s success. It moves beyond merely hoping everyone knows what to do to ensure they understand their collective roles.

Read more about accountability

  1. It Encourages Proactive Problem-Solving and Adaptability

The business environment is constantly changing. Strategic planning isn’t about creating a rigid, unchangeable document; it’s about building a framework for navigating uncertainty. The process involves identifying potential challenges and thinking through mitigation strategies before they become crises. It also establishes ways to measure progress towards your objectives, allowing you to see what’s working and what isn’t. This enables you to adapt, pivot, and make informed adjustments to your strategy based on real-world results and changing market conditions, rather than being caught off guard.

  1. It Lays the Groundwork for Growth and Sustainability

Whether your goal is expansion, increased efficiency, or succession planning, a strategic plan provides the foundation. It compels you to think beyond the present and consider what structures, processes, skills (like People Development or Process Improvement), and technologies are necessary for future success. This forward-thinking approach positions your business for survival, sustainable growth, and long-term viability.

Getting Started

A strategic plan for a small business doesn’t need to be a hundred-page tome. It can start simply: define your Vision, set key goals for the next 1-3 years, outline the main actions required to achieve them, and assign responsibilities. The most crucial step is to initiate the conversation and commit to the process.

Contact Steve to start a conversation

Investing time in strategic planning is an investment in your business’s future. It provides the clarity, focus, accountability, and adaptability needed to navigate challenges, seize opportunities, and build a thriving, resilient enterprise.

Don’t let your business merely react to the present – give it a clear path to the future.

 

Thanks for reading. Please reply at any time with questions or feedback for our Team.

When you’re ready, here are a few ways we can help:

  1. Work with me 1:1: Book a coaching or strategy session to help you achieve your goals for 2025 and beyond!
  2. Book me for your next keynote or event. This message is not just “another keynote.” It inspires, engages, and accelerates you, your Team, and your organization to success!
  3. Organizational Consulting: I have never met a leadership Team that was too stupid to be successful, but he has met teams that were too dysfunctional to succeed.

    I am a consultant for leaders who want to make their organizations more effective & more robust. And I do two things:

    • I help leadership teams become more robust, better aligned, and clear about their work. I also help develop culture and employees.
    • I help organizations struggling with politics, confusion, morale, productivity, turnover, wasted time, money, and energy.

The Unintended Compass: When Leadership Values Emerge by Accident

We often perceive leadership values as thoughtfully crafted principles outlined in mission statements and reinforced through formal training.

What happens when these values are unintentionally shaped by circumstance, habit, or oversight? “Accidental leadership values” are those unspoken norms that guide behaviour, often without conscious awareness, and can significantly impact an organization’s culture.

These values are not necessarily negative; they can reflect positive adaptations to unique situations. Consider a Team facing a crisis: they might develop an “all-hands-on-deck” mentality, where collaboration and rapid problem-solving become ingrained. This incidental value, born out of necessity, can foster a strong sense of camaraderie and agility.

However, accidental values can also be detrimental. For example:  

  • The “Silence is Compliance” Value:
    • A culture of silence can develop in environments where dissenting opinions are regularly overlooked. Employees believe voicing their concerns is futile, suppressing innovation and critical thinking.

Read more about using silence to your advantage

  • The “Work Over Everything” Value:
    • When leaders publicly work long hours and remain perpetually available, they unintentionally foster a culture that undermines work-life balance. This can result in burnout and diminished employee well-being.  
  • The “Every person for themselves” Value:
    • A distrust culture can emerge when Team members’ competition is high and collaboration is low. This may lead to withholding information and foster a toxic work environment.

These accidental values often arise from the following:

  • Unconscious Behaviours: Leaders may unintentionally reinforce certain behaviours through actions and reactions.  
  • Lack of Clear Communication: Employees rely on their interpretations to bridge the gap when values are unclear.

Read more about being the Chief Reminder Officer

  • Organizational Inertia: “That’s how we’ve always done it” can sustain outdated or harmful norms.  

The Importance of Awareness:

The key to managing accidental leadership values is awareness. Leaders ought to:

  • Reflect on Behaviour: Regularly evaluate actions and their impact on the Team.
  • Encourage Feedback: Foster open communication and actively seek input from employees.
  • Define Explicit Values: Clearly articulate and reinforce the organization’s desired values through consistent actions.
  • Foster a Culture of Openness: Cultivate an environment where employees feel safe challenging norms and proposing improvements.  

By shedding light on these unconscious values, organizations can ensure that their culture aligns with their goals.

They can turn unintended values from potential liabilities into intentional assets, promoting a more positive and productive work environment.

 

Are You ‘Off Message’? How Misaligned Communication Kills Execution

Based on Team of teams: New rules of engagement for a complex world*. Portfolio/Penguin.

Seriously, we’re drowning in noise. Everywhere you look, someone is shouting a message at you, and as leaders, we’re supposed to cut through that noise.

The problem is that most of us try to do it by following a pre-approved, focus-grouped script. That’s a big mistake; that stuff sounds completely fake.

Think about it. When was the last time some boardroom-crafted speech made you feel something? Never.

It’s all sterile and robotic. In a world where AI tries to fake authenticity, we need the real deal more than ever.

Why “On Script” is a Total Fail

Get the 27 powerful, open-ended questions that will improve your communication.

Newsflash: people aren’t robots.

We don’t process information like some algorithms do. We filter it through our biases and experiences. We respond to emotion. That’s why corporate talking points make everyone roll their eyes. Nobody believes them.

You appeal to the receiver’s emotions. Otherwise, it’s just noise.

Forget Buzzwords, Build a Story

We need to abandon top-down messaging and share stories that connect. Stories that evoke emotions. Stories that empower individuals. Stories that foster trust. And that story requires a few key ingredients:

  • Trust: People need to have faith in you. They must know that they can communicate with you openly.
  • Shared Understanding: Everyone must be on the same page, not only regarding what, but also why.
  • Empowered Execution: The people on the ground understand the situation. Allow them to take charge. They will adapt the message to fit their reality.

Six Strategies to Connect with Empathy, But Lead with Compassion

The “Feel” Factor: The Secret Sauce You’re Missing

We all know stories move us. Great writers, musicians, and even brands get it.

But companies? They’re so busy telling people what to do that they forget to consider how people feel. They’re missing the point.

If you want people to listen, care, and take action, you must connect with them on an emotional level.

Be The CRO – 2 Ways to Communicate with Clarity

Ditch the script.

Tell a real story.

And make them feel something.

That’s how you cut through the noise.

Thanks for reading. Please reply at any time with questions or feedback for our Team.

When you’re ready, here are a few ways we can help:

  1. Work with me 1:1: Book a coaching or strategy session to help you achieve your goals for 2025 and beyond!
  2. Book me for your next keynote or event. This message is not just “another keynote.” It inspires, engages, and accelerates you, your Team, and your organization to success!
  3. Organizational Consulting: I have never met a leadership Team that was too stupid to be successful, but he has met teams that were too dysfunctional to succeed.

    I am a consultant for leaders who want to make their organizations more effective & more robust. And I do two things:

    • I help leadership teams become more robust, better aligned, and clear about their work. I also help develop culture and employees.
    • I help organizations struggling with politics, confusion, morale, productivity, turnover, wasted time, money, and energy.

The Precursor to Success? – 4 Actions To Drive Leadership Team Accountability

It was a harsh lesson in accountability.

I don’t remember why I was late, but I was late.

I was dishevelled, probably hungover and looked like crap.

The rest of the soldiers in my platoon were on time, looked good and were all formed up.

I fully expected to be punished for screwing up, but I did not anticipate that the entire platoon would be confined to barracks for my mistake.

I was responsible for my friends and peers’ freedom losses. I knew it, and to my great horror, they knew it.

The Army knows that while individuals might be willing to let themselves down, they would rather die than let their peers down. Thus, they drive accountability to your peers.

Accountability is the glue that holds high-performing teams together.

The Sticking Point

Even with the proven success of high-performance teams with high levels of peer-to-peer accountability, leaders always seem hesitant to make it central to their organization.

Over 200 teams have taken my Team Online Assessment, and of the five critical behaviours of high-performing teams—trust, healthy conflict, commitment/decision-making, accountability, and team-oriented results—accountability is the most problematic.

Why is this?

For some leaders, there is a temptation to be popular with their Team. Who doesn’t want to be well-liked?

Read what leaders won’t do.

Others don’t want to confront a high performer whose behaviour is terrible, even when it hurts Team results.

In some cases, hesitancy can be caused by a friend in their organization whom the leader can’t bear to confront because of their personal relationship.

Read about tough conversations.

While this discomfort is real, the consequences of not facing these issues are often poor results. It is fair to say that those in your organization won’t like you if you fail.

A leader’s avoidance of accountability can start a feeling of resentment from those with different personal performance standards. And this resentment is deep.

Think about this on a personal level. Have you ever had a job where you performed well, met your numbers, had a good attitude, arrived early and stayed late while the person sitting near you rarely hit their numbers, had a bad attitude and did as little as possible?

How did you feel about it? Resentful?

Accountability in Action

Improving an organization’s ability to gain an advantage using peer-to-peer accountability is less complicated and quicker than it may appear.

The leadership Team must set an example and openly commit to holding one another accountable. As leaders model this behaviour, it will permeate the rest of the organization. For most, this causes a sigh of relief because people ultimately want to feel accomplished at work.

Once leaders commit to accountability, some simple but specific guidelines are needed for it to take root. Discussing and coming to an agreement regarding the following four questions is a great place to start:

What behaviours/actions are acceptable on the Team? Team members need to identify acceptable behaviours. Some examples include not holding back in meetings, avoiding back-channel politics, fully engaging in meetings, meeting commitments on time, and staying off email during meetings. Discussing, understanding, and committing to these expectations in advance helps team members feel comfortable calling out behaviours that detract from the team.

Where will these conversations happen? The most common question regarding accountability is, “Should it be public or private?” We’ve found that high-performing teams do this much more publicly than privately. The whole Team benefits from knowing the Team standards are being upheld, and the group often learns from observing the process.

When will we bring it up? Team members must consider the time frame for holding one another accountable. Should teams talk about it the moment an issue is suspected? A day later? A week later? However, allowing a specific commitment to go unmet over a few days can make discussing it more challenging.

What manner/style should be used to raise issues? Team members tend to be more comfortable when they know how their colleagues will deliver feedback. Will teammates be careful not to offend, or will they come across as straightforward? Will the feedback come out of anger or a desire to help?

The key to success in accountability is that everyone on a Team feels empowered to hold other Team members accountable, according to one (or more) of the four agreements. For accountability to become ingrained in the culture, exceptions should not be allowed. Additionally, no Team member should be above accountability, and all Team members, not just a select few, should be responsible for enforcing it.

Results

Accountability is essential in developing a high-performing Team.

Read about getting results

Behaviorally and intellectually aligned teams have constructive conflict and make firm commitments. They need to be able to push each other to stick to those commitments in the spirit of achieving results.

When teams suffer from a breakdown in accountability, results do suffer.

It may seem harsh for teams that have never received this direct feedback, but in reality, it is quite the opposite.

Holding a Team member accountable for their actions shows that you care about them enough to take the interpersonal risk to discuss the issue. When feedback is given according to the outlined agreements, it can help a Team member’s personal/professional development and the Team’s progress. Those with effective peer-to-peer accountability will avoid costly and challenging situations and freely march toward their desired results.

I have seen the power of accountability play out in several settings. In my previous careers, I was fortunate to be part of high-performing teams, and if I could point to one distinct behaviour of those highly successful teams, it would be peer-to-peer accountability.

Regardless of your organization’s size or industry, a solid commitment to accountability may be the most significant indicator of long-term success.

Closing the Accountability Gap: Practical Steps for Real Results

Throughout countless client conversations, a glaring issue persists: the lack of accountability. Missed deadlines and broken commitments are not merely individual slip-ups but a systemic problem undermining Team performance.

To fix this, we need a clear, actionable plan.

Read about a 14-billion dollar accountability problem 

Step 1: Create a Safe Space for Honest Dialogue

  • Action: Schedule private Team meetings, not public reprimands.
    • Why: Build trust and encourage open discussion.
  • Action: Set ground rules: respectful communication, active listening, and a focus on solutions.
    • Why: Prevent blame games and foster collaboration.
  • Action: Acknowledge the accountability challenge and frame it as a chance for Team growth.
    • Why: Reduce defensiveness and encourage participation.

Step 2: Facilitate a Solution-Focused Conversation

Read about the 4 F’s of having these tough conversations

  • Action: Use factual observations, not accusations. Example: “We’ve seen inconsistencies with deadlines,” not “You’re not accountable.”
    • Why: Maintain objectivity and avoid personal attacks.
  • Action: Ask open-ended questions for self-reflection: “What challenges have you faced?”
    • Why: Encourage ownership and identify roadblocks.
  • Action: Listen and identify root causes: unclear roles, workload, and communication issues.
    • Why: Address the underlying problems, not just the symptoms.
  • Action: Brainstorm solutions as a Team and empower members to develop action plans.
    • Why: Increase buy-in and ownership.

Step 3: Implement Clear, Measurable Actions

  • Action: Convert solutions into concrete, measurable steps with timelines and responsibilities.
    • Why: Ensure accountability and track progress.
  • Action: Establish regular follow-up mechanisms to monitor progress.
    • Why: Maintain momentum and address roadblocks promptly.
  • Action: As the leader, commit to nurturing a culture of accountability.
    • Why: Lead by example and reinforce the importance of follow-through.

The Result: A Culture of Accountability

By following these steps, you’ll move from being reactive to proactive problem-solving.

This creates an environment where accountability is baked into the Team, leading to improved performance and sustainable results.

Does your Team have an accountability problem?

It’s not a quick fix; it’s a long-term strategy – one your Team and your organization will thank you for.

 

 

What is the one thing you need to turn a trusting team to a high performing team?

What is the one thing you need to turn a trusting Team into a high-performing Team?

Most people want to be part of something big!

But how do you get there?

The most amazing experiences in my life were when our work was hard and challenging. Like carrying a sledgehammer for weeks, working so hard the inside of my eyelids were sweating or flinging myself off a cliff.

People want and need to be challenged. Just think of camping when the weather was perfect, and the equipment all worked perfectly: now remember the coldest, wettest, most miserable camping trip you were ever on. I bet the most vivid memories come from the hard and challenging experience.

Work experiences are the same. Remember:

  •  When you should have failed and still succeeded;
  • When there was a critical deadline at work, and you pulled the rabbit out of your hat and met the deadline,

I bet these memories likely feel like they happened yesterday.

When a third of a town was lost to a wildfire, I led a Team that rose to unbelievable challenges and supported 15,000 evacuees. It was an experience that no one will ever forget. But none of those people will remember the hundreds of times when the day’s work just got done.

The challenge to you as a leader is how to create those opportunities. You don’t have to create a natural disaster to do it; try to:

  • Create the chance to work on projects that stretch abilities
  • Set the highest standards for yourself and watch the people who trust you strive to live up to them
  • Build a sense of healthy competition within your teams.
  • Create an environment where people show up to work every day and do the best possible work at the minimum acceptable standard standard.
  • Allow people to take courageous risks.
π