Field Notes on Social Impact


A recent RFP asked me for a three-year plan and a five-year plan. The request made me realize strategy work has changed.

A few weeks ago, a request for proposals landed in my inbox. It asked for a three-year and five-year strategic plan. The kind I’ve been doing for twenty years. But for the first time in my career, I could not stop looking at the words “five-year.”

I’ve written many three- and five-year plans. For most of my career that was simply what strategic planning looked like. Plans with a view for the future were never a bad idea. They still aren’t. They provide a shared map, a way to align a board, reassurance to a funder, a compass that points the whole staff in the same direction. And in a static world, that would be enough. The problem isn’t making a plan. The problem is that the world doesn’t stand still after a plan is created.

As the saying goes, the only constant in life is change. A strategic plan has to be dynamic enough to absorb that reality. The environment around us has become just volatile enough to expose what strategy always was, and why strategic plans so often ended up on the shelf in the past.

The value of a strategic plan is never the document. That is simply evidence of the work that took place. The value is the shift in thinking, the “ahas” that happen in the room when there is a new collective understanding, and the creation of shared purpose that the organization emerges with through the process.

A strategy consultant’s role is not to be the expert with the answers. It is to build the container. The client houses the brilliance. The consultant’s job is to draw it out, help them make real choices, and leave behind the habit of returning to these questions on purpose, and on a schedule.

The organization can spend months and real money on a beautiful plan. The board adopts the plan. But in today’s landscape, the grant may not renew or an agency may dissolve overnight. The plan won’t fail because it was poorly made. It can fail because we are asking the document to do something no document can do — hold still while everything around it moves.

Somewhere along the way, I think we started confusing having a plan with having a strategy. They are not the same thing. A plan is a list of what you intend to do. A strategy is the thinking that tells you what to do when the plan meets reality.

When I help an organization think strategically, I lean on a deliberately simple framework. I return to these four questions in every engagement: Why, What, How, and Who. It’s simple on purpose. A board member, an executive director, a program lead, and a community partner can all hold it in their heads, and all take part. No one has to speak the language of consultants or Gantt charts to belong in the conversation.

The Why is the anchor for everything. It defines the future an organization is trying to create.

The What is choice. Strategy is not just defining what an organization will do, but what it won’t do.

The How is execution but also adaptation. The question isn’t simply, “how will we accomplish this?” It’s “how will we know when to adjust?”

The Who grounds the strategy in the people who will carry it forward.

The strategy isn’t a forecast. It’s a set of questions durable enough to outlast any single plan and flexible enough to be re-asked whenever the ground moves. My role isn’t to provide the answers. It’s to draw out the client’s knowledge by asking the right questions:

  • Has the environment changed in a way that should change our priorities?
  • Are we still solving the problem we set out to solve?
  • What are we learning from the people closest to the work?
  • What assumptions are no longer true?
  • If we were starting today, would we make the same choices?

None of these questions require a forecast. All of these questions require judgment. And judgment, unlike a plan, doesn’t expire when the funding landscape shifts.

So what will I propose to the organization behind that RFP? They don’t need a thicker binder. I’ll offer to help them build a clear, durable sense of direction they’re really asking for. I challenge them to create clarity about their why and alignment on all the elements to support that direction. That’s a different engagement than the one they wrote down.

In many ways, that has always been the work. What’s changing isn’t strategy itself. It’s that the environment no longer lets us confuse a strategic plan with strategic thinking. Consultants whose contribution ends with a polished strategic plan will find it increasingly difficult to differentiate themselves from each other and from AI. Those who help organizations build the capacity for sound strategic judgment will become more valuable than ever.

In these dynamic times, organizations need the muscle to think clearly and land decisions under pressure. A plan tries to remove the uncertainty. A good strategy teaches an organization to move well inside it.

If you were starting your organization today, would you make the same choices? I’d love to know. Tell me in the comments.