INDUSTRY LEADER  |  CROSS-FUNCTIONAL INTEGRATION |  STRATEGIC ALIGNMENT

What Comes First?

When your bold strategic vision is creating organizational chaos 

 

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Is this your situation?

This engagement may resonate if your organization is experiencing any of the following:

Your organization set an ambitious growth goal but left each department to define how to achieve it — and the result is fragmentation, not momentum

Resources are already committed to plans that may not be aligned with each other or with a coherent strategic direction

Leaders across the organization are asking ‘what is the actual plan?’ and the honest answer is unclear

You have enthusiasm at the top but lack the organizational alignment to execute — and competitive pressure is making the cost of that misalignment visible


 
The Strategic Dilemma

A BHAG that created more problems than it solved

An industry leader reached out to bring a fresh approach to their strategic planning. Their last strategic planning effort had defined a significant growth goal — a BHAG (Big Hairy Audacious Goal) — that provided initial enthusiasm but left each department head to define how to accomplish goals in relative isolation.

After two years of allocating resources based on the viability of each plan presented, complexity was growing and unity within the leadership team was in short supply. Team leaders were asking: “What is the plan?” Their BHAG had left them over budget, behind their deadlines, and vulnerable to competitive pressures.

The problem wasn’t ambition. The problem was that ambition without alignment becomes fragmentation. Each department was executing a version of the vision — none of them the same version.

THE CORE TENSION THIS ENGAGEMENT HAD TO RESOLVE

Resources were already committed. The organization couldn’t stop and start over. The engagement needed to honor existing commitments while building the shared strategic direction that should have preceded them — and do so with a leadership team that was already stressed and skeptical. 


 
The engagement and our approach

Building shared vision, then integrating committed resources into it

Over nine months, the Focused Momentum team worked with the executive team and select unit managers to complete a comprehensive Strategic Summit® engagement. The process was designed in layers, each building toward organization-wide alignment.

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Full strategic assessment of market dynamics and current plan

The planning team began with a comprehensive assessment of the company’s market dynamics, as well as an analysis of the strengths and weaknesses of its current plan and business model — establishing a shared factual foundation before any strategy was debated.

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Strategic hypothesis development

Before the first group session, the FM team developed a robust strategic hypothesis to flesh out the thinking behind the original BHAG — so that the entire group could develop a rich, shared, holistic vision of future success rather than each department’s individual interpretation of it. 

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Strategic Initiative teams

In the next phase, small groups of Strategic Initiative development teams elaborated on the significant shifts to be made and created a recommended plan for each. These were not siloed departmental plans — they were cross-functional initiatives aligned to the shared vision. 

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Integration into one company-wide strategic direction

Strategic Initiative plans were presented in a group session and integrated into a single, coherent company-wide strategic direction — replacing the fragmentation with a unified plan everyone had helped build. 


 

The Result

Clarity, accountability, alignment — and a plan still in use a decade later

The in-depth planning effort resulted in significantly higher clarity on priorities and increased accountability to execute. It created greater alignment across the organization, making it easier to make tough decisions — because so many in leadership roles had participated in strategy development and understood what they were ultimately striving to achieve and why shifts were necessary.

Economic shifts and market changes aside — they are still using this plan to guide their decision-making ten or more years later.

That longevity is the real measure of the engagement’s success. A plan built on genuine shared understanding, grounded in market reality, and integrated across functions doesn’t become obsolete when conditions change. It provides the framework for navigating change — which is precisely what strategy is for.


 
What this means for you

The strategic principle behind this result

Bold goals are not the problem. The problem is when bold goals become a proxy for strategy — when setting the destination substitutes for mapping the route. A BHAG tells an organization where it wants to go. It says nothing about how every part of the organization needs to work together to get there.

The sequence matters: shared vision first, then strategic direction, then departmental plans. When that sequence is reversed — when departments plan before the shared vision is clear — the organization ends up with multiple strategies competing for the same resources.

If your organization has ambition but lacks the alignment to execute on it, or if previous planning efforts have produced goals without direction, a structured strategic planning engagement can build both — and the resulting plan will last.

 

Recognize your situation in this story?

Let's talk about what a strategic planning engagement with Focused Momentum would look like for your organization.

 

Client Stories

The Structure Was the Strategy

When your strategic plan can’t succeed because your organization isn’t built to execute it

The Weight of the Vision

When the weight of what you’ve taken on is larger than you understood when you said yes

Renowned Worldwide, Supported by Too Few

When your reputation fills the room but your case for support doesn't

Planning Must Go On

When crisis makes planning feel impossible, but the cost of not planning is higher

New Leader, Big Vision

How a first-time CEO aligned a resistant board around a bold new vision

Lost in the Dark

When you inherit a strategic plan that has no stakeholder buy-in

100 Years Young

When a proud legacy needs a new vision before it can celebrate its past

From Trauma to Transformation

When stability isn’t enough: a traumatized organization needs a reason to believe again

If They Grow, We Grow

When your market is growing fast — and you're falling behind

The Big Squeeze

When competitive disruption hits from every direction — and you have no response

When Where You Are Is Who You Are

When a hidden geographic asset becomes the strategic foundation for everything that follows

Caught Off Guard

When you don't see the threat coming until it's too late to avoid it