Clarity, Focus, Etc.…8 Elements of Effective Strategic Planning

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Years ago I had the privilege of spending time in Grants Pass, Oregon with Tom Paterson, the designer of The Paterson Process.  The Paterson StratOp is strategic planning framework used by many of the most successful businesses, nonprofits and even churches.  Tom had instant credibility in my eyes when I learned that he and Peter Drucker often worked together.  Peter was the philosophy and big ideas and Tom would put frameworks together to help people take steps toward that implementation. They teamed up to influence many thought leaders in their day, including Rick Warren, Bob Buford, Walt Disney, and numerous businesses, governments and nonprofits.

As you consider planning for your organization or even your life (Tom Paterson also created the Paterson LifePlan for individuals), consider what makes a plan effective.  Here are key elements to look for in strategic planning and reasons the Paterson processes stand out for their effectiveness:

ONE | Clarity and Focus

The Paterson Process helps leaders distill objectives into clear, actionable steps, ensuring everyone understands the strategic direction.

TWO | Holistic Approach

This framework integrates the organization’s mission, vision, and values, aligning all departments towards common goals and minimizing silos.

THREE | Prioritization of Key Objectives

By focusing on a few high-impact priorities, the process enables effective resource allocation and sustainable results.

FOUR | Action-Oriented Framework

The process bridges planning and execution, translating goals into measurable actions to ensure implementation.

FIVE | Accountability

Regular check-ins foster accountability, keeping teams on track and committed to achieving strategic goals.

SIX | Customizable

Adaptable to any organization’s unique needs, the Paterson Process suits startups, nonprofits, and corporations alike.

SEVEN | Team Alignment and Buy-In

Involving stakeholders ensures alignment and commitment, reducing the risk of strategic failure.

EIGHT | Proven Success

With a strong track record across industries, this process drives efficiency, decision-making, and performance.

Simply put, a strategic plan should simplify complexity, foster alignment, and drive actionable results.  Happy planning!

Millennials Calling

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Derek’s first book, Millennials Calling, Helping the Largest Living Generation Find Their Place was published in 2019 and can be found on Amazon.com.

3covers

 

WALK WITH MILLENNIALS AND DISCOVER THEIR UNIQUE CALLING

The Millennial generation is becoming the largest living generation. Imagine the impact this generation can have when they understand their unique calling. In Millennials Calling, Paul and Derek guide you along the path of walking with them as they take Jesus into every nook and cranny of society.

As a Millennial leader and a seasoned pastor, Paul and Derek present leaders with time-tested and relevant tools. Learn from them as they unpack five practical ideas for walking with Millennials as you help them discover and engage their unique calling. Gain major insights, principles, and specific tools to guide your thinking as you lead Millennials.

Learn how to build on a foundation of discipleship as you help Millennials understand whose they are. Save yourself the frustration of trying to lead Millennials without guidance. Learn how to equip this generation to truly engage in their local church. This book will leave you inspired and equipped with new ideas to employ as you walk alongside of Millennials.

Millennials Calling guides you to discover ways to help this generation find their true identity and calling so they can have a greater global impact.

— DAVE FERGUSON, Lead Pastor, Community Christian Church;Lead Visionary, NewThing

A timely and needed resource. Every pastor I know is trying make disciples of Millennials, but this means learning to connect with them. Derek and Paul’s book provides churches with ways to bridge the gap.

— RON EDMONDSON, CEO, Leadership Network

Change Your Leaders to Change Your Culture

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Change Your Leaders to Change Your Culture is the title of a good article on corporate culture.  One line in the article reads…

The ultimate summary statement on the topic may have been Peter Drucker’s familiar saying, “Culture eats strategy for lunch.”

It’s worth a look-see:  https://www.forbes.com/sites/jackzenger/2017/11/25/change-your-leaders-to-change-your-culture/#4753d05a67d5

LifePlanning as a Core Service

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NASHVILLE, Tenn., November 2, 2017—After decades of serving a handful of select clients around the world, Mosaic Strategy Group and Derek Bell are offering LifePlanning as a core service.

 

“Men and women are overwhelmed today and want clarity and purpose in every aspect of their life.  A LifePlan is the ultimate investment to help you move forward, get “unstuck” and live intentionally.  Having a plan for your one-and-only life, a plan that accounts for every aspect of who you are, can make all the difference in your feeling of fulfillment, energy, and passion,” says Derek Bell.

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The LifePlan offered by Derek is not a program to jump into or an online course, not a book to work through on your own—it’s a very personal engagement with a coach that will change the way you live, work, and play.  Derek’s colleague, Greg Murtha commented, “Derek is a world class strategist and facilitator with the heart a trusted counselor. A LifePlan is an investment you will never regret.”

For over a decade, Derek has studied with global thought leaders on purposeful and productive work/ministry and now Derek’s aim is to focus on Nashville, bringing his experience to bear on high-capacity, high-potential individuals in his own backyard. Find out more about creating a plan for your life that truly helps you maximize the five domains of our lives: personal, family, vocational, spiritual and community.   www.mosaicstrategy.us/lifeplan

 

ABOUT DEREK AND MOSAIC STRATEGY GROUP:  For over a decade Derek has studied personal and organizational productivity and ministry from global thought leaders including Peter Drucker, Bob Buford, Jim Collins, Rick Warren, Tom Paterson, Frances Hesselbein and others.  Derek has learned personally from these men and women who share a common worldview and set of standards.  Those standards are translated into Mosaic’s offerings that can increase the results you are driving toward—fulfillment, revenue, ministry impact, market share or simply a balanced and prioritized life.   Whatever your desired results (which only you can determine), we can help you get there.

What others are saying about their LifePlan…

“I can’t get our time together off my mind.  It was an amazing time for me, so thank you very much for all the work you did. I am working the plan!! In fact, I am as close to working a plan as I think I’ve ever been.  It is glorious to see how things are shaping up.”

Terry, strategic planner and trainer for $20 billion healthcare company

 

“My LifePlan that Derek helped me create was the catalyst I needed to help make some major life decisions.  I am grateful for his expert facilitation and the spirit with which he led me through the intense process.  Everyone who wants to live a significant life should have a LifePlan to serve as a roadmap.”

Doug, pastor at Nashville mega-church

 

“Being able to devote two full days to think solely about my LifePlan was something I would have never otherwise done.  Derek’s single-minded focus on how I am wired and what that means for my life allowed me to learn things about myself that I would not have otherwise learned.”

Joel, partner in one of Nashville’s largest law-firms

 

“A LifePlan with Derek Bell helped me understand what my journey has been all about and more importantly what it all means for my future.  I loved spending the two days developing my LifePlan and it still affects me today as I walk into new stages of my career and life.”

Carl, recording artist and worship leader

10 Success Lessons from Drucker

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Peter Drucker, “the father of modern management,” turned management theory into a serious discipline. In a legendary career that spanned almost 70 years, he revolutionized modern business practices, influencing such far-reaching developments as decentralization, privatization and empowerment.

Drucker was among the first to address the emergence of the information society and, in 1959, coined the now-defining term “knowledge worker.” His plain-spoken style and his use of simple language to express complex business strategies resonate with managers of business and social institutions the world over. As a result, his influence is felt every day in untold numbers of business and policy decisions around the globe.

read the full article…

Know Where to Tap

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engine

A ship engine failed, no one could fix it.

Then they brought in a man with 40 yrs. on the job. He inspected the engine carefully, top to bottom. After looking things over, the guy reached into his bag and pulled out a small hammer. He gently tapped something. Instantly, the engine lurched into life. The engine was fixed!

7 Days later the owners got his bill for 10k. ‘What?!’ the owners said ‘You hardly did anything. Send us an itemized bill. ”

The reply simply said:

“Tapping with a hammer. $2”

“Knowing where to tap? $9,998”

Don’t Ever Underestimate Experience.

(source: Mark Varner of Belt Press and Dewatering Equipment Rentals)

Management vs. Leadership

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Jim Collins relates a class discussion that went like this…”Leaders are inspired.  Leaders are large.  Leaders are the kids with the black leather jackets, sunglasses, and sheer unadulterated cool.  Managers, well, they’re the somewhat nerdy kids, decidedly less interesting, lacking charisma.  And of course, we all wanted to be leaders, and leave the drudgery of management to others…We could not have been more misguided and juvenile in our thinking.  As Peter Drucker shows right here, in these pages  (in the pages of Management, Revised Edition), the very best leaders are first and foremost effective managers.  Those who seek to lead but fail to manage will become either irrelevant or dangerous, not only to their organizations, but to society.”

On multiple occasions, Peter Drucker articulated the difference between management and leadership.  “Management is doing things right; leadership is doing the right things” Drucker would say in his deep Austrian accent.   We hear more and more about leadership today but not so much about management which should be a cause for concern.  The two contributions to the accomplishment of objectives must compliment each other and move in the same direction.

  1. Is your leadership backed up by good management?  
  2. Is your management spending time on the right things?