Understanding Strategies, Tactics and Measurement
AgendaProblems with strategies, tactics, and measurementDefinitionsEvaluating strategies, tactics, and measurement
Problems with Strategies, tactics, and Measurement
ProblemsRecognitionEvaluationRelation
Strategic Gap
Definitions
Projects vs. operationsProjects are not ongoingProjects improve operationsOperations has metrics, not projects.
Projects improve operations8%OperationsProject4%OperationsStrategy + Tactics
Project componentsStrategyTacticsMeasurement
StrategyA strategy is a framework to establish and evaluate tactics with regard to a goal of improving operations.
Strategic Goals
TacticsTactics use best practices and strategic direction to improve operations.
MeasurementProject metrics vs. strategic metricsQualitative vs. quantitative
Projects vs. strategy, tactics, and measurementStrategyMetricsTactics
Projects vs. strategy, tactics, and measurementProjectProjectProjectStrategyMetricsTactics
Projects vs. strategy, tactics, and measurementProjectStrategyMetricsTactics
Projects vs. strategy, tactics, and measurementProjectProjectProject
Projects vs. strategy, tactics, and measurement
Evaluating Strategy, Tactics, and Measurement
Evaluation—Good StrategyStatement of the problemSupport materialStatement of the solutionTactical project list
Evaluation—Good TacticsAgnostic with respect to goalsMethodologyIntegration into operationsRealistic
Evaluation—Good MeasurementQuantifiedSimpleTied to larger goalsTrackable in near real-timeAutomatable
Evaluation—ConnectednessOverarching goals  strategyStrategic tactics list  tacticsStrategic goals  measurementTactical execution  measurementOverarching metrics  measurement
Conclusion
QuestionsIf strategies guide tactics, does this mean that a strategy never (or shouldn’t change) during the tactical phase?Is a robust project management process, tools, etc. required to even begin strategy or tactics?What if we’re already in the middle of all this? Is there a way to get “back on track” without starting over?Do we need to staff a strategist on tactical projects?Were you serious about that project manager remark?Strategies influence tactics. But, is there any way that tactics “influence” strategies?I already did, or paid for, a strategy that now I realize isn’t helping me. I can’t go back and redo it, so what should I do?What if I have a strategic question during tactics that isn’t answered by the strategy?Can you really convert any qualitative goal into a quantitative goal?

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Understanding Strategies, Tactics and Measurement