questions start wide and zoom in to see the landscape in detail.
Get the big picture. Define the challenge or opportunity. Ask why it matters.
Articulate the goal. Does it reflect your values? Who else cares? What are others
prepared to do? What does it look like from 60,000 feet?
Know what you’re up against. Recognize that you have a worthy opponent,
whether it’s a person, place, or, in the Gates’s case, a disease. Give it credit. It’s
the biggest obstacle that stands in your way. Ask what your opponent can dish
out and what you’re willing to take.
Define your plan. Determine the tactics that will help you achieve your strategic
goal. What are the next steps and the steps down the road? Who does what? And
how will you measure success along the way?
Know that tactics may change
even as your strategic interests remain constant.
Challenge yourself. Hold your plan or proposal up to the light and look for holes.
Play out different scenarios. What haven’t you thought of? What can go wrong?
Can you explain and defend the strategy with facts, or is emotion driving you?
Force yourself to stop and ask about options and alternatives.
Define success. Can you explain what success looks like? How will you know it
when you achieve it? What will it take and at what cost?
A Strategic Approach
Before the Bill and Melinda Gates Foundation committed time and resources to
the global fight against malaria, it posed a set of demanding questions to assess
the dimension of the challenge. The foundation had published the “Strategy
Lifecycle” as a sort of handbook of strategic questioning.
The guide could serve
as a template for just about any big decision, or campaign.
The Strategy Lifecycle posed a series of questions organized in three phases:
Lookback and Scoping, Strategy Choice, and Execution Plan. “Look Back” and
“Scoping” questions sought to learn from previous experiences and to define the
history and dimensions of the issue.
What are the lessons from prior strategies and implications for our
future work?
What is the nature of the problem?
What are the most promising ways to address the problem?
Strategy Choice questions got specific, tied directly to the challenge and
what was needed to accomplish the mission.
How do we think change will happen?
What will we do and not do? Why? What are the trade-offs?
What is the role of our partners?
What are the financial requirements?
How will we measure our results?
What are the risks?
The answers to these questions helped set the
parameters of the undertaking,
and they exposed the risks. The team then asked
how and what it would take to
achieve the defined goals.
What is the timing and sequencing of initiatives?
What resources are needed?
The foundation’s strategic questions helped clarify decision-making and
provide coherence to a campaign that pitted ambitious ideas against a formidable
foe. The Gates Foundation launched its campaign and became a transformational
leader in the fight against malaria. It spent billions of dollars to create new
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