Blog — Greenwich Leadership Partners

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Maverick -- Who’s Your Goose?

Imagine a new Executive Director, President, CEO, or Head of School as they enter their new role: who to meet, what to learn, how to get up to speed? Imagine a current leader, balancing the demands of their external-facing activities, an active board, and the day to day strategic operations of their organization.  Whatever the context, every leader needs a trusted wingperson navigating alongside them -- a Goose to their Maverick. 

Many years ago, I suggested to a Head of School that the creation of an executive office is what’s needed to thrive in leadership.  Build the office around a Chief of Staff (CS) to the Head (or CEO) who might then manage a shared administrative assistant for the inner team. Further, I imagined the CS role as a coveted leadership development position -- perhaps a 2-3 year role for aspiring heads. He liked the idea in concept, but couldn’t imagine a break from the traditional organization.

Now, more than ever, I think this model has a lot of advantages: 

  1. It directly supports, at the strategic level, the expanded and increasingly complex responsibilities of modern school and not for profit executives

  2. It presents an opportunity to build an economically sustainable and strategically coherent way to address key activities that often get distributed to new positions and/or spread across multiple leaders (organizational sprawl)

  3. I creates a leadership development pathway currently unavailable in most schools and NFPS

  4. It expands capacity, and increases support, for leaders in any context

Let’s start with the distinctions between an executive assistant (EA) and a chief of staff (CS).  Both jobs are important – and to be clear, a highly competent and seasoned EA often functions, at least in part, like a Chief of Staff. There are a few key differences in my conception that really matter, highlighted by the descriptions of each role.

What does an EA do?

An EA is largely a trusted gatekeeper - with a clear understanding of how to both protect and manage the time of a leader by coordinating their schedules and keeping them connected and on track on a daily basis.  EA’s have strong executive function, are organized, and attentive to detail. EA’s, like a chief of staff, are a “vault” and are able to protect sensitive or confidential matters with elegance.

What does a CS do?

Like an EA, a CS ensures a leader is prioritizing time well - but the CS has an enterprise-wide sense of where a leader’s expertise, skills, and strategic vision have the greatest impact.  Moreover, a CS can coordinate the strategic priorities of the organization and support execution by interfacing with senior leaders and trustees, driving agendas, and facilitating open communication and productive collaboration.  A successful CS is a facile negotiator, project manager, and pattern detector -- able to facilitate productive work and help a leader navigate dynamics and tensions that impact progress and culture. The CS operates with agency and autonomy often interfacing internally and externally as a representative of leadership. Because a CS operates at the intersections of the organization and its primary functions, they quickly build knowledge, expertise and experience that most individuals can’t access.  And the extraordinary access to leadership exposes them to a broader context for mentorship, problem solving, and coaching than a functional leader might experience. By definition, to be successful the CS must demonstrate the ability to build good will, trust, and strong supportive networks. An added benefit? The CS works on long term projects and helps the EA and other assistants make day to day decisions in support of the bigger picture - creating a more efficient system of support in the executive suite.

How might your life as a leader be different with a great CS? How might your organization benefit?

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Why Do You Want a Strategic Plan?

Everyday, we hear from prospective clients who want support in building a strategic plan, many of whom offer a detailed RFP. We don’t fulfill RFPs. Instead, we ask: Why do you want a strategic plan? We ask this question because we’ve learned there are many reasons organizations decide they want a strategic plan. We also know that designing strategy and strategic planning are different activities. Sometimes, our quest to understand what the organization really wants means we don’t win the business. And that’s a good thing. Because the why matters.

To simplify, we generally see three overarching reasons driving the requests for strategic plans: 

BETTER MARKETING: For some organizations, strategic plans are often desired to combat declining enrollment or revenue growth: the plan is envisioned as the “silver bullet” to drive better marketing, branding, and advancement. We see this most often with  organizations who want to better articulate and promote what makes them valuable, special and distinctive. We hear things like “we need a strategic plan so we can do a better job of describing and communicating who we are — and we need to push that message out successfully”.  Often these organizations also want a feel good process that involves stakeholders to “bring everyone along”. When we hear this “why” we challenge clients to examine their assumptions. Have they defined the problem correctly? Is there a root cause or an issue of quality  they may have overlooked? If not, we steer potential clients to marketing, branding, and communications strategists.  

A NORTH STAR: For other organizations, the desire for a strategic plan is grounded in an optimistic sense of opportunity, and the need to orient everyone towards a  “North Star”.  In schools, there may be an accreditation cycle that gives the extra push -- and a recommendation that the school develop a clear purpose. It’s also not unusual for this “why” to correspond with an upcoming leadership transition or with the entry of new leadership. The organization feels like it’s on solid ground, and is eager to develop a vision for the future as it leans into its assets and strengths-- clarifying its own purpose and imagining a bold new future.  These kinds of strategic plans are also often inclusive exercises — but they  are a heavier lift — actively engaging people in affirming what matters most, and designing and testing new ideas to support effective execution.  

A WINNING TRANSFORMATION: Then, there  is the plan driven by a deep sense of importance and urgency: a sense that the current operating model may not be viable for the future --- that the conditions for success are changing — and a sense that the needs and interests of stakeholders are changing.  In these cases, organizations want to consider the changing landscape and scenario plan; they want an honest diagnosis of current operations, and a reasonable and compelling treatment recommendation. Sometimes the value of the program and the product is under serious examination, and the relevance of mission needs to be tested. Most often, questions regarding the capacity of leadership and talent surface, as do elements of culture: can the people and the culture we have now take us where we want to go? Transformation and change are the core of this planning endeavor, it’s a deep, long partnership, and the design of strategy happens within the execution of strategy -- and the plan is an iterative working approach to execution. It drives the organization towards new success. 

You may see parts of your why in one or more of these buckets: often, we find clients begin with one why and discover another why as we set out on the journey together. Our work focuses on the NORTH STAR and the TRANSFORMATION projects because that’s what strategy is all about. Goals, tactics, and laundry lists of to do’s that drive effective execution follow the creation of a winning strategy. What is your why?