Michael Shulman's Shared Notes

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strategy formulation

  • "Development of alternative course of action for mission accomplishment" (p. 363) definition
  • Split into subdimensions:
    • deliberate planning - the "formulation and transmission of a principal course of action for mission accomplishment" (p. 365) definition
      • This could be the daily standup, figuring out what's up next and who will work on what.
      • Based on current environmental info.
      • This is the part of planning that is most commonly found in lit to date, on planning and strategy development
    • contingency planning - "the a priori formulation and transmission of alternative plans and strategy adjustments in response to anticipated changes in the performance environment" (p. 366) definition
      • If-then adjustments that will be made if things change - like if an event falls behind schedule. Plan B's.
        • (Related - before action reviews, had that idea mentioned in one of Lauren Kuykendall's classes, to identify potential trigger events? premortem)
    • reactive strategy adjustment - "the alteration of existing strategy or plans in response to unanticipated changes in the performance environment and/or performance feedback" (p. 366) definition
      • When you invent new plans on the fly. "occurs during action phases" (p. 366), in response to changing environmental demands, or to feedback that the current strategy isn't working.
        • All of Elisa's work builds on this, where she separates into acting, monitoring, and recalibrating - so once that's incorporated, this process can probably be left out.
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