There was a post not too long ago on the ASAE Executive Management listserve that asked about the ideal schedule for doing strategic planning. The bigger issues, the author suggested, like revisiting mission and vision, should only happen every five years or so, and then smaller things could be tackled on a more frequent basis. One of the issues requiring this schedule was the fact that the volunteer leaders were very busy and could only devote so much time to this work. My comment was brief:
Strategic opportunities and crises are both blissfully unaware of our calendars and how busy our elected leaders are.
You need to change your mission at the precise time you need to change your mission.
The question isn’t how often you talk about it. The questions is how would you even know that your mission is no longer cutting it?
There are parts of a strategy process that can be scheduled, but understanding the core value you deliver to members, customers, or clients has to be continuous, because it is constantly evolving. And it’s not just understanding the value you delivered yesterday, it’s also figuring out what the value will be tomorrow. The fact that this work must happen all the time is precisely why you can NOT limit it only to the elected leaders or the top of the org chart. Big decisions can be centralized, but deepening our understanding of strategic value must happen everywhere, or we’ll end up missing opportunities.
We should change our organizational habits in ways that more information to flow to all parts of our system about what is valuable, what is working, and why. We can still make strategic choices and implement programs based on a plan, but questions of strategic value need to be addressed as we choose, do, and, learn, rather than at the beginning or end of an x-year cycle.