Don't Unplan The Planner
The Saturday Note

Don't Unplan The Planner

"Plans are nothing; planning is everything." - US President?Dwight D. Eisenhower

On any successful team there is a blend of various skills and strengths.?

Among the essential skills...planning stands out as a critical component...Not to be confused?with Financial Planning.

I do not have a great planner on my team. It is holding me back.?

Having a great business planner on your team is a game-changer.?

However, one of the most common yet counterproductive behaviors is when team members, or sometimes even leaders, derail the meticulous plans laid out by these planning?experts.?

I have seen this unfold too many times.

If you are fortunate enough to have someone on your team who can diligently plan out projects...get out of their way!!!

A planner doesn’t just create a roadmap for projects; they anticipate obstacles, allocate resources efficiently, and ensure that everyone knows their role.?

When someone disrupts these plans, it’s like throwing a wrench into a finely tuned machine.?

The result? Slowdowns, confusion, and unnecessary friction.

Great planners bring clarity and direction to a team.?

The AB Client Touchpoint System
Steve Jobs once said, "It doesn't make sense to hire smart people and then tell them what to do; we hire smart people so they can tell us what to do."?

Trusting your planners means allowing them to execute their strategies without constant interference.

Planners thrive on structure and predictability; their ability to deliver results hinges on their plans being respected and followed.?

If you are lucky enough to have a great planner on your team here are a few practical steps to ensure they can work effectively:

Clear Communication: Establish clear lines of communication and set expectations. Ensure that everyone understands the plan and their role within it.

Trust and Empowerment: Trust your planners and empower them to make decisions. Avoid the temptation to second-guess or alter plans without thorough discussion.

Feedback Loop: Create a feedback loop where planners can receive constructive input from the team. This helps in refining plans without derailing them.

Minimize Interruptions: Protect the integrity of the plan by minimizing unnecessary interruptions and changes. Encourage a culture of sticking to the plan unless absolutely necessary.

Remember, your planners are there for a reason – let them lead the way.

The bottom line is?simple...don’t unplan the planner!

Or as the kids say today..."Let them cook!!!"


New RIA Stories from Titleist Asset Management, LLC. with J.B. O'Banion


Marc Daner

I help you build & protect wealth. || Founder, Daner Wealth || CFP? || Husband & Father

8 个月

This was an eye-opener for me. As the head of a small advisory firm, I’ve often seen myself as the planner. But your article has me thinking of the potential benefits of having a dedicated business planner on my team. I could see how there might be some value in that.

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