Episode 177 | How to create powerful strategy | Rosie Yeo

If you want to know why strategy is so important in any organization, big or small.  If you want to know how to structure a strategic planning conversation.  If you want to know the right questions to ask in that conversation And if you want to know how to make a good strategic plan stick across an organization, you’re in the right place.

My guest is Rosie Yeo. She has written a terrific book called Go for Bold: How to create powerful strategy in uncertain times.  And just as we like it here on the Team Guru Podcast, she is awesome at telling us all about it.


Lesson Learned

Those 5 steps for running a strategy session

  1. Ask: Where are we right now? Who are we? What do we stand for?
  2. Identify our shared ambitions over time
  3. Ask: What are our keys to success? What are the hurdles that will get in our way?
  4. Now you hit your strategic priorities. Come up with 3-5 areas that will make a difference.
  5. Narrow down into tactics. How are we actually going to do it?

Three key mindsets

  1. Look up and wonder, ‘what if…’
  2.  Look around and consider, ‘what about…’
  3.  lock in and commit to ‘what matters most’

Three keys to creating a powerful strategy

  1. Creative collaboration powers bold ideas
  2. Clarity drives bold decisions
  3. Consensus feels action

How to become ‘more strategic’

  • New ideas
  • Open to new ways of looking at things
  • Focus on the bigger picture
  • Prioritising differently and avoid being swamped by the everyday
  • Taking more initiative
  • Working smarter

Three questions that will help your people become more strategic

  1. Look up and wonder, “what if…?”
  2. Look around and consider, “what about…?”
  3. Lock in and commit to “What matters most”

Keys to leading strategic conversations

  1. Design How will I structure the session? What are the key questions that need to be answered?
  2. Delivery – how can we make the session engaging, constructive and produce results?
  3. Departure – what feelings and commitments will people take from the session and what happens next?






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