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  • Purnima Thakre

From Plan to Action

Updated: Feb 13, 2022



You’ve done the research, planned the plan, and developed a strategy. You’re ready to move into the action phase—and here’s how you ensure your success.


From Plan to Action

Pay attention to the handoff. The people involved in the planning phase aren’t always the ones involved in the execution phase. That could result in misalignment and varying objectives. Prioritize communication between different folks in the project so that all parties have a realistic understanding of the budget, timeline, and ability of the people on the ground. Remember that the baton is best passed when both people are running.

Embrace the unknown. Assume that the world is going to change as you carry out your strategy. De-risk your plan by building uncertainty into it and being thoughtful about what’s coming ahead. When you lean into change, you turn it into a positive force and make room for learning along the way. Keep the big picture in mind. When moving from strategy to action, you might be tempted to just focus on the bottom line. But the strategic context of the plan is just as important as the tactical action steps it outlines. Imagine a good plan as a connected system: it doesn’t just tell you what to do, but provides a map for the project’s greater vision. You formed your plan within a greater context, with a specific goal in mind—now let that guide your execution. 

Benchmark your progress. Stay focused on what matters by benchmarking your progress against your strategy. Use it as a point of reference for any new insights you gain from the field, so when you find yourself faced with “What-if’s,” you stay grounded and maintain your clarity of vision.  Celebrate milestones. It could be a PowerPoint submitted at a particular stage, or a key decision made at the right time. Establishing milestones, whether big or small, will bring people together and create clarity to keep your project on track.  Aim to develop milestones that have momentum behind them by paying attention to their framing—it should be more about bringing things to life rather than checking the boxes.

Try It Yourself

The road from plan to action doesn’t have to be a rocky one. As you turn your strategy into execution, try these tips to refine and focus your process. Having trouble? Let’s figure it out together—shoot us an email at hello@refineandfocus.com.

Want to Learn More?

Churchill said, “However beautiful the strategy, you should occasionally look at the results.” You deserve a beautiful strategy, that works! Check out our latest Lunchtime Live session to hear from Zach and Purnima on best practices in turning thoughtful strategy into effective execution.


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