6 Tactics for Achieving Your Strategic Plan
Updated:
January 31, 2025
|
5
min read

6 Tactics for Achieving Your Strategic Plan

Strategic planning is essential, but the real challenge is executing those plans successfully. Many organizations struggle to achieve their strategic plans when there is a misalignment between the strategy and employee understanding, executive involvement, budget allocation, and incentive structures.

To help you succeed, here are six practical tactics you can use to strengthen your strategic plan and achieve your business goals.

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Tactic 1: Define Your Vision, Mission, and Overarching Goals

Every successful strategy starts with a clear understanding of where you want to go, and what might stand in your way. To chart the right course, take a moment to evaluate the factors that could help or hinder your progress. Gathering feedback from key stakeholders such as customers, employees, and shareholders is crucial. Among these, prioritizing customer insights is essential, because your long-term success depends on your ability to serve your customers better than your competition.

A thorough analysis of your strengths, weaknesses, opportunities, and threats (SWOT) provides an outside-in perspective. Once you’ve gathered these insights, use them to shape your overarching goals. Here are a few examples of goals tailored to different stakeholder groups, along with ways to measure success:

  • Customer: Strive to become the "provider of choice," measuring success through high customer satisfaction and loyalty.
  • Employee: Aim to be the "employer of choice," tracking progress with employee satisfaction and retention metrics.
  • Shareholder: Work toward being #1 in shareholder returns, using capital gains and dividends as key performance indicators.
  • Community: Establish your company as a "valued community member," with philanthropic contributions and social impact as measurable outcomes.


Defining these goals ensures that your vision and mission are aligned with the needs of everyone you serve, setting a strong foundation for strategic success.

Tactic 2: Track Your Progress With Clear Metrics

After defining your primary goals, the next step is to develop actionable strategies to achieve them. A helpful approach is the “rule of three”: focus on three primary methods for each goal you’ve identified. Alongside these strategies, establish concrete metrics with clear, breakthrough objectives that enable you to monitor progress regularly.


For instance, let’s take the second overarching goal from the previous section: becoming the "employer of choice." Here’s how you could craft a strategy and accompanying metrics for this goal:

  • Strategy: Retain Top Talent
  • Performance Metric: Voluntary Employee Attrition
  • Current Performance: 10.2%
  • Benchmark (Pacesetter): 2.5%


By linking specific metrics to each strategy, you can track progress toward your goals and make data-driven adjustments. This method ensures you maintain focus and momentum, keeping everyone in your organization aligned and motivated.

Related: How to Crush Your KPIs and Deliver Consistent Results

Tactic 3: Break Long-Term Strategies Into Short-Term Actions

With your goals, strategies, and metrics clearly defined, it’s time to bridge the gap between your current performance and your targets. To do this, focus on turning your long-term strategies into short-term, actionable tactics that can be implemented over the next 12–18 months.


Let’s continue with the example of retaining top employees. Use the “rule of three” to identify three achievable tactics that directly address the gap. Limiting yourself to three ensures your team remains focused and avoids overextending resources, which can greatly hinder progress.
Here are three practical tactics to support the “retain top talent” strategy:

  • Integrate career planning into reviews: Establish clear career paths for employees and make career planning a key component of ongoing performance reviews.
  • Optimize manager-to-employee ratios: Maintain a manageable ratio of managers to service engineers to ensure meaningful career guidance, training opportunities, and performance feedback.
  • Enhance training and certification: Develop training and certification programs that align with employee career goals, reinforcing their growth within your organization.


By breaking your strategies into these focused, short-term actions, you can steadily progress toward your long-term objectives—while keeping your team engaged and aligned.

Tactic 4: Align Your Team Around the Plan

Once you’ve outlined your tactical plan, the next step is to ensure it’s fully deployed across your organization. The concept of “time span of control” can help you break your objectives into actionable steps for every team member, ensuring clarity of their roles in achieving the company's success.

Here’s how it works:

  • As the leader, your focus is on achieving the annual objectives.
  • Your management team is responsible for delivering four strong quarters to meet those yearly goals.
  • Their team ensures three productive months every quarter.
  • Frontline leaders concentrate on achieving four successful weeks each month.
  • Each employee focuses on delivering five effective days each week.


By cascading objectives this way, everyone understands their role in driving the company’s success and sees how their day-to-day efforts connect to larger, strategic goals. This approach also highlights resource needs and exposes misaligned incentives, enabling you to adjust before they become obstacles.
For example, if your goal is to retain top employees, you could deploy the following actions using the “time span of control” method:

  • Leadership team: Develop career paths aligned with future organizational needs.
  • Regional managers: Incorporate career discussions into ongoing performance reviews.
  • District managers: Conduct monthly reviews of support calls with employees to identify training and development needs.
  • Employees: Complete assigned training and certification programs tailored to their career paths.


This structured approach ensures your team is united, engaged, and actively contributing to the success of your strategic plan.


Related: Win the Talent War by Upskilling for the Jobs of the Future

Tactic 5: Create a Clear Strategic Plan To Guide Your Team

After completing your integrated planning process, it’s time to compile everything into a simple, focused, strategic document. A concise three-page plan is all you need to outline your vision, goals, strategies, and top-priority tactics.


This streamlined format ensures everyone in your organization stays aligned with the company’s most critical objectives. The plan's brief and easy-to-understand format lets your team focus on what truly matters for the year ahead, while maintaining a clear view of your long-term, five-year goals.


A straightforward strategic document acts as a compass, keeping everyone on track and moving in the same direction toward success.

Tactic 6: Focus on a Results-Driven Management Process

Even the most well-crafted strategic plan is just words on paper until it’s implemented. Turning your plan into measurable success requires discipline, focus, and a commitment to execution. This is where the “time span of control” framework becomes invaluable once again.


Each management level should establish processes and scorecards to track progress within their respective periods. These tools ensure the right tactics and deliver the intended results. Here’s how it can work:

  • Quarterly accountability: Leadership reports progress on annual objectives to the board and investment community, keeping the strategy on track.
  • Monthly reviews: Conduct monthly operational reviews with your management team to ensure they’ve delivered three successful months within the quarter.
  • Weekly check-ins: Management teams hold weekly staff meetings to monitor progress toward achieving four strong weeks each month.
  • Daily execution: Every employee understands their responsibilities and how they contribute to delivering five productive days each week.


This results-oriented process ensures everyone is aligned with the strategic plan and actively contributes to its success. Your team can then turn ambitious goals into tangible outcomes by maintaining consistent reviews and transparent accountability.

How This Strategy Can Set You Up for Success

This streamlined approach works because it directly addresses the four common reasons why strategic plans fail. By tackling these obstacles head-on, your organization can stay focused, aligned, and on-track to achieve its goals.


Let’s revisit the four key reasons strategic plans often fall short, and how this method prevents that:

Reason for Failure: Employees don’t understand the strategy.

Solution: A concise, three-page strategic plan ensures employees understand how their role connects to the broader strategy. Precise alignment between goals, tactics, and measurements keeps everyone focused.


Reason for Failure: The executive team spends less than an hour per month discussing the strategy.

Solution: A results-oriented management process, supported by a scorecard, ensures quarterly goals remain a priority. This framework shifts discussions toward metrics that drive this year’s efforts rather than past performance.


Reason for Failure: The budget isn’t aligned with the strategic plan.

Solution: By limiting tactics, your team must prioritize, ensuring resources are allocated to what matters most. Budgets are assessed and aligned with your chosen tactics.

Reason for Failure: Employee incentives aren’t tied to the strategic plan.

Solution: Employee incentives are reassessed to match strategic priorities, encouraging behaviors that drive success.


When executed correctly, this strategic growth plan helps you quickly put points on the board. TSIA's benchmarking tools can guide you with insights to help define your goals, identify your most significant opportunities, and highlight proven tactics to accelerate your business.


Related: Data-Validated Benchmarking: Actionable Tech Industry Insights

Your Key Takeaways

  • Focus and simplicity drive success: A well-crafted strategic plan should be clear, actionable, and easy for every employee to understand. By streamlining your goals and aligning them with measurable outcomes, you can create a plan that drives results without overwhelming your team.
  • Execution is just as important as strategy: A great plan means nothing if it’s not implemented effectively. Frameworks like the “time span of control” and a results-oriented management process, ensure accountability at every level and keep your organization focused on delivering consistent progress.
  • Alignment across all levels is critical: Aligning your budget, employee incentives, and daily activities with your strategic goals creates a unified effort throughout your organization. This approach eliminates misaligned priorities and empowers your team to contribute meaningfully to long-term success.

Smart Tip: Embrace Data-Driven Decision Making

Making smart, informed decisions is more crucial than ever. Leveraging TSIA’s in-depth insights and data-driven frameworks can help you navigate industry shifts confidently. Remember, in a world driven by artificial intelligence and digital transformation, the key to sustained success lies in making strategic decisions informed by reliable data, ensuring your role as a leader in your industry.

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Achieve Your Goals With TSIA

Ready to take your strategic planning to the next level? The TSIA Portal is your go-to resource for actionable insights, proven tactics, and expert guidance. Whether refining your goals, aligning your team, or tracking progress, the TSIA Portal offers the tools and data you need to succeed.

Explore the TSIA Portal today and gain the resources to achieve your top business and organizational objectives.

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