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Thinking Strategically
™
Syntesis Global 20/20 Leadership Series
Facilitator: Rick Hernandez
President & CEO
Syntesis Global, LLC
rickh@syntesisglobal.com
Copyright 2017. www.syntesisglobal.com 1
from the “Creating a Culture of Excellence - Winning Together” ™ Workshops
 Specialized Management Consulting firm
 Global expertise working with top Fortune 50/100/500
organizations within the public and private sectors
 Executive Coaching, Leadership & Team Development,
Change/Integration (M/A), Outplacement (Career Transition),
HR Solutions
 Industries served: Aerospace, Energy, Technology, Utilities,
R&D, Pharma/BioTech, Manufacturing, Financial, Healthcare
 Seasoned consultants with international expertise
 Hundreds of participants served annually
Syntesis Global™ LLC
2
Copyright 2017. www.syntesisglobal.com
1. The 5 Phase Strategic Journey
2. Components of Strategic Leadership
3. Identify Strategic Gaps
4. Syntesis Global Alignment Model
5. Elements of Strategic Thinking
Strategic Webinar Outcomes
3
Copyright 2017. www.syntesisglobal.com
People of accomplishment rarely sit back
and let things happen to them.
They go out and happen to things…
- Leonardo da Vinci
Thought for the day…
4
Copyright 2017. www.syntesisglobal.com
The New Normal
 The Financial Paradigm of Global Business has Changed
 Clear Leadership Communication is Vital to Success
 Power of Strategic Vision is Key
 Social Media: Differentiation is an imperative
 Global Logistics & Supply/Chain (Off-Shoring)
 Quantum & Disruptive Technological Advances
 Unleashing the Power of People
 Motivation & Morale are Essential
 Strategic Alliances
 Change Agents will Thrive
 Career Instability
5
Copyright 2017. www.syntesisglobal.com
The Impact of Change
Quarterly reporting
Threat of terrorism
Globalization
Integration
Bail-Outs
Corporate Governance
Regulations
Leadership
Wall Street Analysts
Financial Controls
Pressure on short term performance
Compliance
Pace of Change
Stockholder
Equity
Corporate Scandals
Middle East
Innovation
Technology & Science
Gov’t Intervention & Controls
Gov’t Grants
R&D
M&A Activity
Politics
Recession
Profitability
Trade Agreements Taxation
National Security
Risk
Growth
Quality
http://www.youtube.com/watch?v=0eUeL3n7fDs&feature=related
Union Negotiations
Automation
China
Competition
Service
Obamacare
FUNDING
DEBT
Foreign Debt
Covenants
6
FOREIGN POLICY
Credit Debt
Cash Optimization
Policies
Risk Management
EPA
OSHA
CONFIDENTIAL & PROPRIETARY. Copyright 2016. www.syntesisglobal.com
City Ordinances
COSTS
LABOR
QUESTIONS?
What are the Implications for
Leadership, Strategy & Direction,
Planning, Risk Management and
Global Business Growth?
7
Copyright 2017. www.syntesisglobal.com
8
“Think Around the Corner ”
Your
COMFORT
Zone
Copyright 2017. www.syntesisglobal.com
1. What do you consider strategic?
2. How does one “become strategic?”
3. Why aren’t strategies more effective?
4. Who do you consider “strategic?”
5. Why do you choose this person?
9
9
Where’s the Strategic Gap?
Copyright 2017. www.syntesisglobal.com
1. Corporate Fatigue
10 Reasons Why Most Leaders Fail to Think Strategically:
1. Lack of Vision
2. Inability to tell a “Business Story”
3. Exposure (Segmentation)
4. Closing the “Obstacle Gaps”
5. Systemic Disequilibrium
6. Small & Short-term wins
7. Failing to create “Buy-In”
8. Lack of Passion
9. Failure to Re-calibrate
10. Intellectual Complacency
10
Copyright 2017. www.syntesisglobal.com
2. New Aspects of Leadership
Values
12
Value
Vision, Mission, Values, Goals
Internal Advocacy
Conscious Leadership® Frame-Work
Copyright 2017. www.syntesisglobal.com
Respect
Listening
Inquiry vs. Advocacy
No Blame/
No Fault
Collaboration
(Diversity)
Mentoring
Empathetic
Understanding
Trust
Positive Intent
Confidentiality
Win-Win
(Empowerment)
Direct to Source
Truth &
Information
Innovation &
Creativity
Integrity
Authenticity
Commitment
Roles &
Responsibilities
Consistency
Accountability
Dependability
Credibility
Communication
Clarity
Solutions-Focused
”No Surprises Rule”
”Buy-In”
Relationships
(Inclusivity)
Follow-Through
& Closure
Social Media
13
“Conscious Leadership”® Values
Copyright 2017. www.syntesisglobal.com
14
3. S.W.O.T. Analysis
Copyright 2017. www.syntesisglobal.com
PRESENT
What’s Working…..
1. __________________
2. __________________
3. __________________
4. __________________
5. __________________
What’s not……….
1. ___________________
2. ___________________
3. ___________________
4. ___________________
5. ___________________
FUTURE
Targeted Performance Attributes
(Steps to “Close the Gaps”)
1. _________________
2. _________________
3. _________________
4. _________________
5. _________________
Execution Gap
15
Closing the Gaps
Copyright 2017. www.syntesisglobal.com
D
G
d
4. Alignment Model
16
Precision. Agility. Resilience.™
Copyright 2017. www.syntesisglobal.com
PRECISION
Thought Leadership
AGILITY
People Leadership
RESILIENCE
Results Leadership
17
Syntesis Alignment Model
The 3 Awareness’
Business Drivers
Financial Controls
& Reporting
Accountability
(Metrics)
Closing the Gaps
(Exposure)
Optimization
(Follow-up)
Commitment
Re-Calibration
Goal-Setting
Quality & Service
Imperative
Culture of Excellence
”Buy-In”
Interpersonal
Relationships
Performance
Management
Technology/Systems
Adaptability
Managing Change
Organizational
Alignment
Growth Objecitves
Leadership Vision
Trust, Support
Collaboration,
Communication
Systems &
Innovation
Empowerment
Copyright 2017. www.syntesisglobal.com
Strategic Planning Cycle
18
Copyright 2017. www.syntesisglobal.com
D
G
d
5. Elements of Strategic Thinking
19
Precision. Agility. Resilience.™
Copyright 2017. www.syntesisglobal.com
■ Business Plan (strategy) Discipline (3C’s)
■ Tools & Resources (Infrastructure)
■ Establish KPI’s / KRI’s
“Alignment”
Cultural
Alignment
Shift
in Perception
Critical Success
Factors (CSF’s)
■ Assessment (“Right People on the Bus?”)
■ Attitudes & Beliefs (“Buy-In”)
■ Fear Quotient (Communicate & Stabilize)
■ Vision, Mission, Values & Goals
■ Benchmarking: Define Direction
■ Know Your Audience (Cultural EQ)
20
Step 1: Organizational Audit
Copyright 2017. www.syntesisglobal.com
■ Clear Growth Strategy (Quality, Costs & Service)
■ Financial Excellence (Accountability)
■ Leadership Authenticity (Credibility)
■ External Business Relationships (Influence)
■ Leadership Development (Coaching)
■ Value Creation (Technology & Innovation)
■ Roles & Responsibilities (Knowledge Transfer)
■ Performance (Talent) Management
■ Promote Teamwork, Trust, Partnering
■ Inclusion: Stake-Holder Empowerment
“Creativity”
Performance
Goals
Organizational
Goals
Business
Goals
Step 2: Strategic Execution
21
Copyright 2017. www.syntesisglobal.com
■ Drive Operational Efficiencies (Metrics)
■ Innovation (ROI/ROT)
■ Financial Responsibility & Reporting
“Sustainability”
Precision
Agility
Resilience
■ Communication Road-Map (≠ SILO’S)
■ Cost Containment, Quality & Reliability
■ Process, Policies & Systems Congruency
■ Value Proposition
■ End in Mind (CSF’s)
■ Sense of Purpose (Motivation & Morale)
22
Step 3: Strategic Discipline
Copyright 2017. www.syntesisglobal.com
1. Align: Through Conscious Leadership® principles, engage stakeholders to understand change.
Manage differences and create “buy-in” to ultimately drive the organization forward. Rally team
around a compelling strategic vision, mission, values & goals. Ensure resources, commitments
and accountability metrics are in place.
2. Anticipate: “Think Around the Corner.” Imagination & Adaptation. Embrace uncertainty &
embrace others’ POV. Be vigilant. Think - Innovation & Trends.
3. Persistent: Challenge assumptions. Ask the “right questions.” Examine uncertainty. Reframe
problems & root cause. Think Discipline & Flexibility.
4. Interpret: Be curious. Connect multiple data points in new and insightful ways to make sense of
complex, ambiguous situations. Use both analytic reasoning and seasoned intuition.
5. Decide: Critical decision-making. Courage. Make tough choices. Balance long-term investment
for growth & development with short-term pressure for results. Balance speed and options when
making complex decisions.
6. Learn: Be excited. Reflect on successes and failures. Learn from interactions with
internal/external stakeholders. Be innovative. Follow-up & focus on positive momentum.
23
Conscious Leadership® Resiliency Map
Summary
Copyright 2017. www.syntesisglobal.com
Conclusion
24
 “Conscious Leadership”® = Choice
 Know your audience (business story/3 C’s)
 Cultivate credibility & trust
 Principles to Remember:
 People “Buy-In” = Margins & Market Share
 Organizational Sovereignty
 Commitment: Reinforce learning/Follow-up
 Positive Momentum: “Believing is Seeing”
Copyright 2017. www.syntesisglobal.com
 April 20th - Adapting to New & Demanding Roles
 May 25th – Thinking Strategically
 July 27th – Building Relationships with Key Stakeholders
 August 31st – Executive Decision Making
 September 28th – Driving Accountability
 October 26th – Driving Change and Executing Plan
 November 30th – Conflict Resolution
Upcoming Events:
Contact
NACM about
Registering
for a 3 Pack of
Leadership
Webinars
Leadership Webinar Series
25
Copyright 2017. www.syntesisglobal.com
Thank You!
Rick J. Hernandez
rickh@syntesisglobal.com
+ 1 (800) 829-7218
It’s not about doing different things, but about doing things differently
– Syntesis Global
26
Copyright 2017. www.syntesisglobal.com
 Create Internal advocacy by engaging the support of people outside your direct
line of command. Build relationships to enhance your systems support
 Develop strategic leadership influencing skills to gain backing to ideas and goals.
Hone this skill to leverage competing forces and to re-shape your team’s
perception to align with the strategic business plan and “big picture.”
 Minimize obstacles (resistance) Secure input from key stakeholders.
 Commitment must match expectations.
Summary
Copyright 2015. www.syntesisglobal.com 27
28
POLL – SLIDE 13
When developing and executing on “strategy,” global
executives representing $500M-$10B companies
disclosed their companies are “not focused on
executing our strategy.” What percentage believe this?
a) 87%
b) 55%
c) 37%
d) 18%
Copyright 2015. www.syntesisglobal.com
29
POLL – SLIDE 28
Copyright 2015. www.syntesisglobal.com
Why aren’t most companies unable to implement a strategy?
A. Resistance to companies direction (strategy)
B. Employees don’t believe, nor understand “The Strategy”
C. Organization lacks “Alignment”
D. Conflicting Priorities & “B” Above
E. All of the above
July 16th – Building Relationships with Key Stakeholders
August 18th – Executive Decision Making
September 15th – Driving Accountability
October 22nd – Driving Change and Executing Plan
November 10th – Conflict Resolution
Upcoming Events:
Leadership Webinar Series
Copyright 2015. www.syntesisglobal.com 30
Definition…
Copyright 2015. www.syntesisglobal.com
General Andre Beaufre wrote in 1963 that strategic thinking "is a
mental process, at once abstract and rational, which must be capable
of synthesizing both psychological and material data. The strategist
must have a great capacity for both, analysis and synthesis; analysis
is necessary to assemble the data on which he makes his diagnosis,
synthesis in order to produce from these data the diagnosis itself--
and the diagnosis, in fact, amounts to a choice between alternative
courses of action."
31

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Thinking strategically-17

  • 1. Thinking Strategically ™ Syntesis Global 20/20 Leadership Series Facilitator: Rick Hernandez President & CEO Syntesis Global, LLC rickh@syntesisglobal.com Copyright 2017. www.syntesisglobal.com 1 from the “Creating a Culture of Excellence - Winning Together” ™ Workshops
  • 2.  Specialized Management Consulting firm  Global expertise working with top Fortune 50/100/500 organizations within the public and private sectors  Executive Coaching, Leadership & Team Development, Change/Integration (M/A), Outplacement (Career Transition), HR Solutions  Industries served: Aerospace, Energy, Technology, Utilities, R&D, Pharma/BioTech, Manufacturing, Financial, Healthcare  Seasoned consultants with international expertise  Hundreds of participants served annually Syntesis Global™ LLC 2 Copyright 2017. www.syntesisglobal.com
  • 3. 1. The 5 Phase Strategic Journey 2. Components of Strategic Leadership 3. Identify Strategic Gaps 4. Syntesis Global Alignment Model 5. Elements of Strategic Thinking Strategic Webinar Outcomes 3 Copyright 2017. www.syntesisglobal.com
  • 4. People of accomplishment rarely sit back and let things happen to them. They go out and happen to things… - Leonardo da Vinci Thought for the day… 4 Copyright 2017. www.syntesisglobal.com
  • 5. The New Normal  The Financial Paradigm of Global Business has Changed  Clear Leadership Communication is Vital to Success  Power of Strategic Vision is Key  Social Media: Differentiation is an imperative  Global Logistics & Supply/Chain (Off-Shoring)  Quantum & Disruptive Technological Advances  Unleashing the Power of People  Motivation & Morale are Essential  Strategic Alliances  Change Agents will Thrive  Career Instability 5 Copyright 2017. www.syntesisglobal.com
  • 6. The Impact of Change Quarterly reporting Threat of terrorism Globalization Integration Bail-Outs Corporate Governance Regulations Leadership Wall Street Analysts Financial Controls Pressure on short term performance Compliance Pace of Change Stockholder Equity Corporate Scandals Middle East Innovation Technology & Science Gov’t Intervention & Controls Gov’t Grants R&D M&A Activity Politics Recession Profitability Trade Agreements Taxation National Security Risk Growth Quality http://www.youtube.com/watch?v=0eUeL3n7fDs&feature=related Union Negotiations Automation China Competition Service Obamacare FUNDING DEBT Foreign Debt Covenants 6 FOREIGN POLICY Credit Debt Cash Optimization Policies Risk Management EPA OSHA CONFIDENTIAL & PROPRIETARY. Copyright 2016. www.syntesisglobal.com City Ordinances COSTS LABOR
  • 7. QUESTIONS? What are the Implications for Leadership, Strategy & Direction, Planning, Risk Management and Global Business Growth? 7 Copyright 2017. www.syntesisglobal.com
  • 8. 8 “Think Around the Corner ” Your COMFORT Zone Copyright 2017. www.syntesisglobal.com
  • 9. 1. What do you consider strategic? 2. How does one “become strategic?” 3. Why aren’t strategies more effective? 4. Who do you consider “strategic?” 5. Why do you choose this person? 9 9 Where’s the Strategic Gap? Copyright 2017. www.syntesisglobal.com
  • 10. 1. Corporate Fatigue 10 Reasons Why Most Leaders Fail to Think Strategically: 1. Lack of Vision 2. Inability to tell a “Business Story” 3. Exposure (Segmentation) 4. Closing the “Obstacle Gaps” 5. Systemic Disequilibrium 6. Small & Short-term wins 7. Failing to create “Buy-In” 8. Lack of Passion 9. Failure to Re-calibrate 10. Intellectual Complacency 10 Copyright 2017. www.syntesisglobal.com
  • 11. 2. New Aspects of Leadership
  • 12. Values 12 Value Vision, Mission, Values, Goals Internal Advocacy Conscious Leadership® Frame-Work Copyright 2017. www.syntesisglobal.com
  • 13. Respect Listening Inquiry vs. Advocacy No Blame/ No Fault Collaboration (Diversity) Mentoring Empathetic Understanding Trust Positive Intent Confidentiality Win-Win (Empowerment) Direct to Source Truth & Information Innovation & Creativity Integrity Authenticity Commitment Roles & Responsibilities Consistency Accountability Dependability Credibility Communication Clarity Solutions-Focused ”No Surprises Rule” ”Buy-In” Relationships (Inclusivity) Follow-Through & Closure Social Media 13 “Conscious Leadership”® Values Copyright 2017. www.syntesisglobal.com
  • 14. 14 3. S.W.O.T. Analysis Copyright 2017. www.syntesisglobal.com
  • 15. PRESENT What’s Working….. 1. __________________ 2. __________________ 3. __________________ 4. __________________ 5. __________________ What’s not………. 1. ___________________ 2. ___________________ 3. ___________________ 4. ___________________ 5. ___________________ FUTURE Targeted Performance Attributes (Steps to “Close the Gaps”) 1. _________________ 2. _________________ 3. _________________ 4. _________________ 5. _________________ Execution Gap 15 Closing the Gaps Copyright 2017. www.syntesisglobal.com
  • 16. D G d 4. Alignment Model 16 Precision. Agility. Resilience.™ Copyright 2017. www.syntesisglobal.com
  • 17. PRECISION Thought Leadership AGILITY People Leadership RESILIENCE Results Leadership 17 Syntesis Alignment Model The 3 Awareness’ Business Drivers Financial Controls & Reporting Accountability (Metrics) Closing the Gaps (Exposure) Optimization (Follow-up) Commitment Re-Calibration Goal-Setting Quality & Service Imperative Culture of Excellence ”Buy-In” Interpersonal Relationships Performance Management Technology/Systems Adaptability Managing Change Organizational Alignment Growth Objecitves Leadership Vision Trust, Support Collaboration, Communication Systems & Innovation Empowerment Copyright 2017. www.syntesisglobal.com
  • 18. Strategic Planning Cycle 18 Copyright 2017. www.syntesisglobal.com
  • 19. D G d 5. Elements of Strategic Thinking 19 Precision. Agility. Resilience.™ Copyright 2017. www.syntesisglobal.com
  • 20. ■ Business Plan (strategy) Discipline (3C’s) ■ Tools & Resources (Infrastructure) ■ Establish KPI’s / KRI’s “Alignment” Cultural Alignment Shift in Perception Critical Success Factors (CSF’s) ■ Assessment (“Right People on the Bus?”) ■ Attitudes & Beliefs (“Buy-In”) ■ Fear Quotient (Communicate & Stabilize) ■ Vision, Mission, Values & Goals ■ Benchmarking: Define Direction ■ Know Your Audience (Cultural EQ) 20 Step 1: Organizational Audit Copyright 2017. www.syntesisglobal.com
  • 21. ■ Clear Growth Strategy (Quality, Costs & Service) ■ Financial Excellence (Accountability) ■ Leadership Authenticity (Credibility) ■ External Business Relationships (Influence) ■ Leadership Development (Coaching) ■ Value Creation (Technology & Innovation) ■ Roles & Responsibilities (Knowledge Transfer) ■ Performance (Talent) Management ■ Promote Teamwork, Trust, Partnering ■ Inclusion: Stake-Holder Empowerment “Creativity” Performance Goals Organizational Goals Business Goals Step 2: Strategic Execution 21 Copyright 2017. www.syntesisglobal.com
  • 22. ■ Drive Operational Efficiencies (Metrics) ■ Innovation (ROI/ROT) ■ Financial Responsibility & Reporting “Sustainability” Precision Agility Resilience ■ Communication Road-Map (≠ SILO’S) ■ Cost Containment, Quality & Reliability ■ Process, Policies & Systems Congruency ■ Value Proposition ■ End in Mind (CSF’s) ■ Sense of Purpose (Motivation & Morale) 22 Step 3: Strategic Discipline Copyright 2017. www.syntesisglobal.com
  • 23. 1. Align: Through Conscious Leadership® principles, engage stakeholders to understand change. Manage differences and create “buy-in” to ultimately drive the organization forward. Rally team around a compelling strategic vision, mission, values & goals. Ensure resources, commitments and accountability metrics are in place. 2. Anticipate: “Think Around the Corner.” Imagination & Adaptation. Embrace uncertainty & embrace others’ POV. Be vigilant. Think - Innovation & Trends. 3. Persistent: Challenge assumptions. Ask the “right questions.” Examine uncertainty. Reframe problems & root cause. Think Discipline & Flexibility. 4. Interpret: Be curious. Connect multiple data points in new and insightful ways to make sense of complex, ambiguous situations. Use both analytic reasoning and seasoned intuition. 5. Decide: Critical decision-making. Courage. Make tough choices. Balance long-term investment for growth & development with short-term pressure for results. Balance speed and options when making complex decisions. 6. Learn: Be excited. Reflect on successes and failures. Learn from interactions with internal/external stakeholders. Be innovative. Follow-up & focus on positive momentum. 23 Conscious Leadership® Resiliency Map Summary Copyright 2017. www.syntesisglobal.com
  • 24. Conclusion 24  “Conscious Leadership”® = Choice  Know your audience (business story/3 C’s)  Cultivate credibility & trust  Principles to Remember:  People “Buy-In” = Margins & Market Share  Organizational Sovereignty  Commitment: Reinforce learning/Follow-up  Positive Momentum: “Believing is Seeing” Copyright 2017. www.syntesisglobal.com
  • 25.  April 20th - Adapting to New & Demanding Roles  May 25th – Thinking Strategically  July 27th – Building Relationships with Key Stakeholders  August 31st – Executive Decision Making  September 28th – Driving Accountability  October 26th – Driving Change and Executing Plan  November 30th – Conflict Resolution Upcoming Events: Contact NACM about Registering for a 3 Pack of Leadership Webinars Leadership Webinar Series 25 Copyright 2017. www.syntesisglobal.com
  • 26. Thank You! Rick J. Hernandez rickh@syntesisglobal.com + 1 (800) 829-7218 It’s not about doing different things, but about doing things differently – Syntesis Global 26 Copyright 2017. www.syntesisglobal.com
  • 27.  Create Internal advocacy by engaging the support of people outside your direct line of command. Build relationships to enhance your systems support  Develop strategic leadership influencing skills to gain backing to ideas and goals. Hone this skill to leverage competing forces and to re-shape your team’s perception to align with the strategic business plan and “big picture.”  Minimize obstacles (resistance) Secure input from key stakeholders.  Commitment must match expectations. Summary Copyright 2015. www.syntesisglobal.com 27
  • 28. 28 POLL – SLIDE 13 When developing and executing on “strategy,” global executives representing $500M-$10B companies disclosed their companies are “not focused on executing our strategy.” What percentage believe this? a) 87% b) 55% c) 37% d) 18% Copyright 2015. www.syntesisglobal.com
  • 29. 29 POLL – SLIDE 28 Copyright 2015. www.syntesisglobal.com Why aren’t most companies unable to implement a strategy? A. Resistance to companies direction (strategy) B. Employees don’t believe, nor understand “The Strategy” C. Organization lacks “Alignment” D. Conflicting Priorities & “B” Above E. All of the above
  • 30. July 16th – Building Relationships with Key Stakeholders August 18th – Executive Decision Making September 15th – Driving Accountability October 22nd – Driving Change and Executing Plan November 10th – Conflict Resolution Upcoming Events: Leadership Webinar Series Copyright 2015. www.syntesisglobal.com 30
  • 31. Definition… Copyright 2015. www.syntesisglobal.com General Andre Beaufre wrote in 1963 that strategic thinking "is a mental process, at once abstract and rational, which must be capable of synthesizing both psychological and material data. The strategist must have a great capacity for both, analysis and synthesis; analysis is necessary to assemble the data on which he makes his diagnosis, synthesis in order to produce from these data the diagnosis itself-- and the diagnosis, in fact, amounts to a choice between alternative courses of action." 31