Planning: Executing your Vision, Strategy and Tactics

In all aspects of our lives, planning is an integral part. Planning exercises are important in group settings, such as a couple, family, or for a business, and are equally crucial, individually. The objective of this blog is to help you recognize the power and meaning that can be created through the intention of planning.

The first element of planning is creating your vision. To create your vision, project a period into the future; for example, imagine yourself in one, five, or ten years. What do you want your future to look like? One beautiful application of this step is as a couple. Let’s say you are fifty, jointly creating a vision of what life will be in twenty years, when you are seventy. It is such a powerful process because as you create this beautiful vision together, you both become bonded and equally participating towards fulfilling this joint vision, which in turn creates beauty in the relationship. This visioning process can also be conducted in the context of a business. Or, you can create your own personal vision to motivate and inspire yourself to shape your dreams.

In support of vision, the next level of consideration is strategy. Strategy is the creation of the larger picture- specifically, what are some of the broad topics we would need to accomplish our vision? In the example of planning for when we turn seventy, we may intend to retire to Costa Rica and live in a beach house. In order to achieve this goal, we must make sure that our finances are in a certain shape, define how we would like to be with respect to our health, and describe what we need to do in our relationship to develop wonderful communication and intimacy. Just as we often do in a business or individually, we would define strategic objectives and goals to help us achieve our future vision.

The third level is tactics. Tactics are the day-to-day things that I need to start developing and acting on to fulfill my strategy. For example, planning a meeting to develop a financial plan with my financial advisor, creating a benchmark for required salary, scheduling couples counseling to develop our communication, or learning Spanish. Whatever we need to do to manifest our desired outcome.

In summary, there are three levels:

Vision: where we are, or I am, going.

Strategy: what major things have to get accomplished to get the results.

Tactics: what day-to-day activities are needed to fulfill our strategy.

Create a document with your vision, strategy and tactics and lay out a plan for yourself.

The next blog will talk about how to go deeper with creating that vision, and in view of creating your legacy.

Talk to you next week.

Love,

Kyle