When Tactics Replace Strategy

Installment 4 in a 10-part Series Early on in every #strategicplanning engagement there’s always the discussion of the best people to involve in the process. Over the years, I’ve broadly segmented individuals into two groups – Thinkers and Doers. I like involving people at all levels of the organization … especially those closest to the customers. And, I’ve found when considering high-level #strategicissues, the best results are achieved with the Thinkers. These are smart,

The Budgeting vs. Planning Fight Fest

Installment 1 in a 10-part Series In my mid-20’s I crossed the street with my boss from the Tracy-Locke advertising agency in downtown Dallas and entered the gleaming new 56-story First International Bancshares Tower. I was a rookie there for my introduction to annual planning on the First National Bank in Dallas advertising account. My instructions were clear. Speak if spoken to and then keep the conversation to the personal basics – the equivalent of name, rank and seria