
Strategy is a method of thinking before it becomes a style of action.
Are PR practitioners just members of the support staff? Or are we essential participants on the management team?
Being strategic is what makes the difference, according to James Lukaszewski, ABC, APR, Fellow PRSA, Chairman and President of The Lukaszewski Group, Inc. In a recent IABC webinar, he outlined the crucial personal beliefs and actions that enable public relations practitioners to become truly strategic thinkers.
“Practitioners suffer enormous anxiety and frustration over not being at the table, guiding the boss, just being heard or getting invited to strategy meetings,” Lukaszewski said. “When you can truly help the business in some substantive way, you will make it to the table. But if all you offer is how to get a news release out or the standard tactics from the PR tool kit, you’re not going to be invited to the table – at least while the discussions and decision making are taking place.”
It’s about how you think.
“Strategy is a method of thinking before it becomes a style of action,” he said. To be a strategist, he outlined how essential it is to understand the three fundamental steps to creating strategy.
• A clear understanding of the issues, problems or questions to be addressed.
• A method of analysis or pattern of recognition.
• A translation process that enables management to understand and act on the insights and advantages of the strategic approach they will select from the options presented.
Getting to the table.
The chaotic approach to making decisions is the opportunity environment for the strategic public relations advisor, Lukaszewski said. “The challenge is translating what we so easily and intuitively arrive at into a fact-based, real-time, outcome-focused approach that management can actively absorb. Your contribution to the decision making process will insert your knowledge into the selection of a course of action. And, you could be asked to stick around to help with other issues, too.”
Noting that public relations practitioners are almost purely intuitive thinkers while managers are predominately process thinkers and linear decision makers, Lukaszewski explained that how information is structured when presented to management is very important.
“No matter how bold the solution proposed, its obvious commonsense, or its absolute applicability, managers can’t absorb it unless it fits into their processing capacity, builds on their intuitive skills and experience, and allows them critical space to assimilate,” he said. “If it also happens to be brilliant and creative, that’s okay, but often not essential.”
Mastering six elements of strategy
Brevity is crucial, according to Lukaszewski. “Remember, we’re talking strategy here, not planning. Avoid overkill.”
1. Situation
A brief description of the nature of the issue, problem or situation that requires decision, action or study.
2. Analysis/Assumptions
A brief description of what the situation means, what its implications are and how it threatens or presents an opportunity to the organization. Include the one or two key assumptions that validate the analysis.
“Managers always need to know why, but not in great detail,” he said. “They’re also interested in the intelligence you’ve gathered or know about that supports your analysis and assumptions.”
3. The Goal
A clear, concise statement of the task to be accomplished (sometimes the reason or purpose for accomplishing it) or the target to be reached and why.
“Goals keep everyone focused. Useful goals are understandable, achievable, brief, positive and time/deadline sensitive.”
4. Options
Provide at least three response options for the situation as presented and analyzed.
“This is the area where intuitive thinkers fail frequently,” Lukaszewski said. “They focus on the silver bullet. If you have only one recommendation and there are even a couple of questions about it, it will die and you’ll be out of the discussion for the duration.”
For example, what if you’re asked, “What if we do nothing?”
“Doing nothing should always be an option in every strategy, and thoroughly examined,” he said. “Recommend your optimal choice and recommend things you can and will do. Be prepared to do something in between the things you’ve recommended.”
5. Recommendation
This is specifically the choice you would make among the options presented. The recommendation is usually selected on the basis of which option will cause the least number of unintended negative consequences.
“This is where you earn your paycheck,” Lukaszewski said. “The boss always wants to know what you would do if you were in his or her shoes. Be prepared to walk through a similar sort of analysis for each of the options proposed.”
6. Justification
These are the reactions or circumstances that could arise resulting from the options you suggested or by doing nothing. Every management decision or action has consequences that can be forecast. Inadequate provision for consequences is what sometimes can sabotage an otherwise useful strategy.
Lukaszewski said this strategic approach leads to productive, focused planning. “Use it and you’ll get to help managers at every level in their strategic decision making. If the strategy can’t be adequately addressed in this structure, it’s probably not a strategy.”
Testing your strategy
1. Does it help the boss achieve his or her objectives?
2. Does it advance the purposes and goals of the entire enterprise?
3. Is it truly necessary, even if the answers to questions 1 and 2 are yes?
4. Will the business or some aspect of the business fail or not succeed without it?
“What is most important is the ability to do and recommend less but make what is suggested substantive and very important,” Lukaszewski admonished. “One clear lesson: dump the cynicism about management and get on the team. If your boss’ team won’t have you, then find a team that will.”
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