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Every year, leadership teams gather in conference rooms for “strategic planning.” Flipcharts line the walls, the agenda promises bold thinking, and everyone braces for long hours and at least one awkward trust exercise. But here’s the uncomfortable truth: most of these gatherings aren’t strategic. They’re planning sessions – valuable and necessary, but not truly strategic.
If you only remember one distinction, it’s this: strategy decides direction, execution decides motion.
Strategic planning answers the big questions: Where are we going? How will we win? What will we say no to, even when it’s tempting? Execution planning translates that direction into priorities, metrics, and actions.
| Strategic Planning | Execution Planning |
|---|---|
| Sets direction | Details execution |
| Leader-driven | Team-driven |
| Long-term focus | Short-term actions |
| Involves trade-offs | Assigns tasks/metrics |
Many organizations blur these lines. When an offsite is dominated by task lists, timelines, and KPIs it isn’t strategy – it’s execution planning mislabeled.
This confusion shows up in predictable ways:
Research from Harvard Business School suggests that up to 90% of organizations fail to executer strategy successfully, often because strategy and execution are not clearly separated or communicated.
When people hear “strategic planning” they imagine debate. Options weighed. Consensus built. A shared sense of ownership. It sounds democratic. Inclusive. Even noble.
But here’s the problem: strategy isn’t something you crowdsource. If you’re the leader, CEO, President, setting strategy is your job. Full stop.
How will we successfully compete in the market? Where will we play? What kind of talent will help us get there? Why do we exist? What will we explicitly choose not to do?
Anyone who has tried to wordsmith a mission statement with a group knows how this ends. The sharp edges get sanded down until a pleasant, forgettable statement emerges. Inclusive, yes. Directional, no. The leader’s role is to bring clarity and specificity, not to crowdsource it.
Great leaders don’t work in isolation. They surround themselves with smart advisors: executives, board members, consultants, and their management team. These voices pressure-test assumptions and surface blind spots. The leader listens. Adjusts. Refines. But the decision still rests with the leader.
Think of a ship’s captain. The crew points out hazards and currents, but one person holds the wheel. If everyone steers, the ship goes nowhere.
Vision without action is a daydream; action without vision is a nightmare. – Japanese proverb
Once strategy is clear, the organization must translate it into action. In larger firms, this is often the COO or Integrator role. In smaller firms, it’s shared across leaders. Either way, the role exists.
This is where teams answer: What must we prioritize this quarter? How will we measure progress? Who owns what? What trade-offs will we make when resources are tight? This work is critical. It just isn’t strategy. Mislabeling it creates confusion about roles, authority, and expectations.
You might wonder: isn’t this just semantics? No. For three reasons:
To illustrate, let me share two anonymized examples from companies we’ve worked with:
Company A: The Wandering Retreat
They gathered 15 senior leaders for a three-day retreat. The leader wanted everyone’s input on strategy, so the group brainstormed markets, debated product ideas, and workshopped mission statements. By the end of the third day, they had 27 sticky notes, three competing growth paths, and no decision. Morale was high in the room but execution fell flat back at the office. Six months later, they were still arguing about direction.
Company B: The Focused Offsite
Different company, different approach. The leader walked into the offsite with a clear articulation of strategy: “We will dominate the mid-market segment in Western Canada by offering the fastest turnaround times in the industry.” Full stop. The integrator then facilitated the team through execution planning: what does that mean for sales targets, staffing, and capital investment? Everyone left aligned, with clear quarterly rocks and KPIs. Six months later, results were measurable and the strategy was alive in day-to-day decisions.
The difference? In Company B, the leader did their job before the offsite.
Let’s clear up a few myths that trip leaders up:
So, if “strategic planning” offsites aren’t strategic, how should leaders run them? Here’s a blueprint:
1. Pre-Work for the Leader
2. Use Planning Sessions for Execution
3. Bridge the Gap with Alignment Tools
4. Empower Middle Management
5. Foster a Culture of Accountability
6. Communicate Continuously
Some leaders push back here. “If I walk in with the strategy, won’t my team feel excluded? Don’t I need their buy-in?”
Buy-in doesn’t come from co-authoring the strategy. It comes from believing the strategy makes sense, aligns with reality, and is worth committing to. The leader’s job is to communicate the “why,” paint a compelling picture of the future, and show how each person’s role connects to it. That’s how you earn commitment. False inclusion – pretending the strategy is up for debate when it isn’t – backfires. People feel manipulated when their “input” never really had weight. Clarity is kinder.
If you remember nothing else, remember this:
So, the next time someone invites you to a “strategic planning offsite,” ask: Are we actually setting strategy or are we planning how to deliver the one we already have? The distinction can mean the difference between frustrating debates and meaningful progress.
And for leaders, it’s a call to step up. Strategy isn’t optional. It’s your whole job.
Bellrock offers business leaders a unique perspective on strategy and execution. Our purpose is to unleash potential, developing life-long relationships and raving fans. To talk about how you organize your planning sessions, reach out – we’re here to help!