Natural Planning Techniques: The Five Phases
It goes without saying, but still it must be said again: thinking in more effective ways about projects and situations can make things happen sooner, better, and more successfully. So if our minds plan naturally anyway, what can we learn from that? How can we use that model to facilitate getting more and better results in our thinking?
Let’s examine each of the five phases of natural planning and see how we can leverage these contexts.
Purpose
It never hurts to ask the “why?” question. Almost anything you’re currently doing can be enhanced and even galvanized by more scrutiny at this top level of focus. Why are you going to your next meeting? What’s the purpose of your task? Why are you having friends over for a barbeque in the backyard? Why are you hiring a marketing director? Why do you have a budget?
I admit it: this is nothing but advanced common sense. To know and to be clear about the purpose of any activity are prime directives for clarity, creative development, and cooperation. But it’s common sense that’s not commonly practiced, simply because it’s so easy for us to create things, get caught up in the form of what we’ve created, and let our connection with our real and primary intentions slip.
Fanaticism consists of redoubling your efforts when you have forgotten your aim.
—George Santayana
I know, based upon thousands of hours spent in many offices with many sophisticated people, that the “why?” question cannot be ignored. When people complain to me about having too many meetings, I have to ask, “What is the purpose of the meetings?” When they ask, “Who should I invite to the planning session?” I have to ask, “What’s the purpose of the planning session?” Until we have the answer to
my
questions, there’s no possible way to come up with an appropriate response to
theirs
.
The Value of Thinking About “Why”
Here are just some of the benefits of asking “why?”:
• It defines success.
• It creates decision-making criteria.
• It aligns resources.
• It motivates.
• It clarifies focus.
• It expands options.
Let’s take a closer look at each of these in turn.
People love to win. If you’re not totally clear about the purpose of what you’re doing, you have no chance of winning.
It Defines Success
People are starved for “wins” these days. We love to play games, and we like to win, or at least be in a position where we
could
win. And if you’re not totally clear about the purpose of what you’re doing, you have no chance of winning. Purpose defines success. It’s the primal reference point for any investment of time and energy, from deciding to run for elective office to designing a form.
Celebrate any progress. Don’t wait to get perfect.
—Ann McGee Cooper
Ultimately you can’t feel good about a staff meeting unless you know what the purpose of the meeting was. And if you want to sleep well, you’d better have a good answer when your board asks why you fired your V.P. of marketing or hired that hotshot M.B.A. as your new finance director. You won’t really know whether or not your business plan is any good until you hold it up against the success criterion that you define by answering the question “Why do we need a business plan?”
It Creates Decision-Making Criteria
How do you decide whether to spend the money for a five-color brochure or just go with a two-color? How do you know whether it’s worth hiring a major Web design firm to handle your new Web site?
Often the only way to make a hard decision is to come back to the purpose.
It all comes down to purpose. Given what you’re trying to accomplish, are these resource investments required, and if so, which ones? There’s no way to know until the purpose is clarified.
It Aligns Resources
How should we spend our staffing allocation in the corporate budget? How do we best use the cash flow right now to maximize our viability as a retailer over the next year? Should we spend more money on the luncheon or the speakers for the monthly association meeting?
In each case, the answer depends on what we’re really trying to accomplish—the
why
.
It Motivates
Let’s face it: if there’s no good
reason
to be doing something, it’s not worth doing. I’m often stunned by how many people have forgotten
why
they’re doing what they’re doing—and by how quickly a simple question like “Why are you doing that?” can get them back on track.
It Clarifies Focus
When you land on the real purpose for anything you’re doing, it makes things clearer. Just taking two minutes and writing out your primary reason for doing something invariably creates an increased sharpness of vision, much like bringing a telescope into focus. Frequently, projects and situations that have begun to feel scattered and blurred grow clearer when someone brings it back home by asking, “What are we really trying to accomplish here?”
It Expands Options
Paradoxically, even as purpose brings things into pinpoint focus, it opens up creative thinking about wider possibilities. When you really know the underlying “why”—for the conference, for the staff party, for the elimination of the management position, or for the merger—it expands your thinking about how to make the desired result happen. When people write out their purpose for a project in my seminars, they often claim it’s like a fresh breeze blowing through their mind, clarifying their vision of what they’re doing.
If you’re not sure why you’re doing something, you can never do enough of it.
Is your purpose clear and specific enough? If you’re truly experiencing the benefits of a purpose focus—motivation, clarity, decision-making criteria, alignment, and creativity—then your purpose probably
is
specific enough. But many “purpose statements” are too vague to produce such results. “To have a good department,” for example, might be too broad a goal. After all, what constitutes a “good department”? Is it a group of people who are highly motivated, collaborating in healthy ways, and taking initiative? Or is it a department that comes in under budget? In other words, if you don’t really know when you’ve met your purpose or when you’re off track, you don’t have a viable directive. The question “How will I know when this is off-purpose?” must have a clear answer.
Principles
Of equal value as prime criteria for driving and directing a project are the standards and values you hold. Although people seldom think about these consciously, they are always there. And if they are violated, the result will inevitably be unproductive distraction and stress.
Simple, clear purpose and principles give rise to complex and intelligent behavior. Complex rules and regulations give rise to simple and stupid behavior.
—Dee Hock
A great way to think about what your principles are is to complete this sentence: “I would give others totally free rein to do this as long as they ...”—what? What policies, stated or unstated, will apply to your group’s activities? “As long as they stayed within budget”? “satisfied the client”? “ensured a healthy team”? “promoted a positive image”?
It can be a major source of stress when others engage in or allow behavior that’s outside your standards. If you never have to deal with this issue, you’re truly graced. If you do, some constructive conversation about and clarification of principles could align the energy and prevent unnecessary conflict. You may want to begin by asking yourself, “What behavior might undermine what I’m doing, and how can I prevent it?” That will give you a good starting point for defining your standards.
Another great reason for focusing on principles is the clarity and reference point they provide for positive conduct. How do you want or need to work with others on this project to ensure its success? You yourself are at your best when you’re acting how?
Whereas purpose provides the juice and the direction, principles define the parameters of action and the criteria for excellence of behavior.
Vision/Outcome
In order most productively to access the conscious and unconscious resources available to you, you must have a clear picture in your mind of what success would look, sound, and feel like. Purpose and principles furnish the impetus and the monitoring, but vision provides the actual blueprint of the final result. This is the “what?” instead of the “why?” What will this project or situation really be like when it successfully appears in the world?
For example, graduates of your seminar are demonstrating consistently applied knowledge of the subject matter. Market share has increased 2 percent within the northeastern region over the last fiscal year. Your daughter is clear about your guidelines and support for her first semester in college.
The Power of Focus
Since the 1960s thousands of books have expounded on the value of appropriate positive imagery and focus. Forward-looking focus has even been a key element in Olympic-level sports training, with athletes imagining the physical effort, the positive energy, and the successful result to ensure the highest level of unconscious support for their performance.
We know that the focus we hold in our minds affects what we perceive and how we perform. This is as true on the golf course as it is in a staff meeting or during a serious conversation with a spouse. My interest lies in providing a model for focus that is dynamic in a practical way, especially in project thinking.
Imagination is more important than knowledge.
—Albert Einstein
When you focus on something—the vacation you’re going to take, the meeting you’re about to go into, the product you want to launch—that focus instantly creates ideas and thought patterns you wouldn’t have had otherwise. Even your physiology will respond to an image in your head as if it were reality.
The Reticular Activating System
The May 1957 issue of
Scientific American
contained an article describing the discovery of the reticular formation at the base of the brain. The reticular formation is basically the gateway to your conscious awareness; it’s the switch that turns on your perception of ideas and data, the thing that keeps you asleep even when music’s playing but wakes you if a special little baby cries in another room.
Your automatic creative mechanism is teleological. That is, it operates in terms of goals and end results. Once you give it a definite goal to achieve, you can depend upon its automatic guidance system to take you to that goal much better than “you” ever could by conscious thought. “You” supply the goal by thinking in terms of end results. Your automatic mechanism then supplies the means whereby.
—Maxwell Maltz
Just like a computer, your brain has a search function—but it’s even more phenomenal than a computer’s. It seems to be programmed by what we focus on and, more primarily, what we identify with. It’s the seat of what many people have referred to as the paradigms we maintain. We notice only what matches our internal belief systems and identified contexts. If you’re an optometrist, for example, you’ll tend to notice people wearing eyeglasses across a crowded room; if you’re a building contractor, you may notice the room’s physical details. If you focus on the color red right now and then just glance around your environment, if there is any red at all, you’ll see even the tiniest bits of it.
The implications of how this filtering works—how we are unconsciously made conscious of information—could fill a weeklong seminar. Suffice it to say that something automatic and extraordinary happens in your mind when you create and focus on a clear picture of what you want.
Clarifying Outcomes
There is a simple but profound principle that emerges from understanding the way your perceptive filters work:
you won’t see how to do it until you see yourself doing it.
It’s easy to envision something happening if it has happened before or you have had experience with similar successes. It can be quite a challenge, however, to identify with images of success if they represent new and foreign territory—that is, if you have few reference points about what an event might actually look like and little experience of your own ability to make it happen.
Many of us hold ourselves back from imaging a desired outcome unless someone can show us
how to get there
. Unfortunately, that’s backward in terms of how our minds work to generate and recognize solutions and methods.
You often need to make it up in your mind before you can make it happen in your life.
One of the most powerful skills in the world of knowledge work, and one of the most important to hone and develop, is creating clear outcomes. This is not as self-evident as it may sound. We need to constantly define (and redefine) what we’re trying to accomplish on many different levels, and consistently reallocate resources toward getting these tasks completed as effectively and efficiently as possible.
What will this project look like when it’s done? How do you want the client to feel, and what do you want him to know and do, after the presentation? Where will you be in your career three years from now? How would the ideal V.P. of finance do his job? What would your Web site really look like and have as capabilities if it could be the way you wanted it?
I always wanted to be somebody. I should have been more specific.
—Lily Tomlin
Outcome/vision can range from a simple statement of the project, such as “Finalize computer-system implementation,” to a completely scripted movie depicting the future scene in all its glorious detail. Here are three basic steps for developing a vision:
1. | View the project from beyond the completion date.
2. | Envision “WILD SUCCESS”! (Suspend “Yeah, but . . .”)
3. | Capture features, aspects, qualities you imagine in place.