How to Improve Organizational Agility With Planning

AI doesn't wait for your yearly review. Neither should your strategy. Static roadmaps are being replaced by living, evolving systems. The shift isn't about more meetings or bigger decks. It's about embedding agility into the core of how strategy is created, tested, and refined in the age of AI. Here are 13 ways leaders are leveraging AI to shape their strategic planning: 1/ Real-Time Monitoring Systems ↳ AI-powered dashboard integration ↳ Automated trend detection 💡Pro tip: Set up 15-minute daily stand-ups focused solely on emerging AI trends. 2/ Rolling Quarter Framework ↳ 90-day action sprints ↳ Monthly strategy refinements 💡Pro tip: Keep 70% of resources committed, 30% flexible. 3/ Scenario Planning Networks ↳ Multiple future state mapping ↳ Risk-opportunity matrices 💡Pro tip: Create 3 scenarios for every major decision: baseline, accelerated AI adoption, and disruption. 4/ Digital Twin Strategies ↳ Virtual strategy modeling ↳ Quick iteration cycles 💡Pro tip: Test strategic changes in digital environments before real-world implementation. 5/ Adaptive Team Structures ↳ Fluid role assignments ↳ Skills-based reorganization 💡Pro tip: Rotate 20% of team members quarterly across departments for fresh perspectives. 6/ AI Intelligence Streams ↳ Automated competitor analysis ↳ Market sentiment tracking 💡Pro tip: Set up AI alerts for both direct competitors and adjacent industry innovations. 7/ Micro-Learning Systems ↳ Just-in-time training ↳ Adaptive learning paths 💡Pro tip: Schedule 20-minute weekly team sessions on new AI tools. 8/ Decision Velocity Framework ↳ Rapid testing protocols ↳ Fast-fail mechanisms 💡Pro tip: Define your "reversal cost threshold" - the point at which a decision needs more review. 9/ Stakeholder Feedback Loops ↳ Continuous alignment checks ↳ Dynamic priority adjustment 💡Pro tip: Create a weekly survey that takes less than 30 seconds to complete. 10/ Resource Fluidity Models ↳ Dynamic budget allocation ↳ Skill-based resourcing 💡Pro tip: Keep 25% of your innovation budget unallocated for emerging AI opportunities. 11/ Crisis-Ready Culture ↳ Rapid response protocols ↳ Distributed decision rights 💡Pro tip: Run monthly "AI disruption simulations" with different teams leading each time. 12/ Data-Driven Pivots ↳ Automated trend analysis ↳ Predictive modeling 💡Pro tip: Define specific metrics that automatically initiate strategy reviews. 13/ Continuous Communication ↳ Strategy visualization tools ↳ Real-time progress tracking 💡Pro tip: Use AI tools to create strategy briefings under 2 minutes. The most resilient teams aren’t the ones with the perfect plan. They’re the ones built to adapt in real time. Continuous strategy isn’t a trend; it’s the new baseline for staying competitive in an AI-driven market. Which of these shifts are you implementing? Share below 👇 _____ Follow Carolyn Healey for more AI and leadership content. Repost to your network if they will find this valuable.

The strategic planning industry is a $47 billion empire. And it’s built on the illusion that you can predict the future by scheduling a half-day offsite and writing a bunch of slides no one opens again. Gartner’s report says: 87% of strategic plans are obsolete within 90 days. Not outdated. Obsolete. Let that sink in. 🔹 68% of employees can’t connect their work to strategy (HBR) 🔹 42% of leadership time is wasted on plans that never materialize (McKinsey) 🔹 Agile teams outperform traditional planners by 2x on revenue (MIT Sloan) The issue? It’s not bad planning, it’s misunderstanding what planning is. Enter the EP!C Management Model. Because thriving companies don’t just write plans. They build responsive systems. Here’s how we flip the script: 1. Environmental Pulse Checks Weekly insight loops from the frontline. One retail client avoided $2M in lost inventory by listening to store staff—something their strategy deck missed entirely. 2. Priority Stacking Limit to three org-wide priorities per quarter. One tech org improved execution speed by 58% just by cutting the noise. 3. Impact Mapping Tie every task to a measurable outcome. If you can’t explain why a project exists in one sentence, maybe it shouldn’t. 4. 90-Day Rhythms No more annual fantasy forecasting. → Set 3–5 measurable outcomes → Review monthly, adjust honestly → Reallocate fast The result? 3.2x faster growth than annual plan clingers. (McKinsey, 2024) This is what EP!C managers do, they don’t just lead teams, they steward clarity. They build systems where strategy and culture meet in the middle, not in silos. 📌 If your strategic plan hasn’t matched reality in a while, maybe it’s time to stop guessing—and start adapting. Follow Matt Ley for more and repost for your network. #management #leadership

People move. Positions change. Legacy org tools can’t keep up, but you can now. Most org planning is reactive. - Someone leaves - A team grows - A new strategy rolls out—and companies scramble to adjust. The problem? Traditional tools are built around people, not positions. When org design starts with individuals rather than the roles a company actually needs, gaps form, misalignment creeps in, and agility disappears. A better way: Plan positions first. - Define roles based on business needs, not just who’s currently in the seat. - Build a scalable structure that adapts as teams evolve. - Map people into the right positions proactively—before change forces your hand. The best companies aren’t just reacting to org shifts. They’re built to anticipate them.

🌟Why achieving business agility is so hard, and what to do about it🌟   In today's business landscape, achieving true agility is more crucial than ever. Organizations around the world are embracing agile methodologies to stay competitive, deliver value to their customers, and respond to market changes rapidly. However, the path to achieving business agility is fraught with challenges. Many articles have been written on the failures and why organizations go wrong and three common pitfalls stand out:   Firstly, agile methods are adopted department by department, without considering the broader organizational context. The result? A lack of needed synchronization and alignment on terminology.   Secondly, an academic implementation; rather than recognizing that each organization is different, and every implementation requires some level of customization.   Thirdly, a focus on “doing” rather than “being” agile. Otherwise put, a lack of focus on the cultural and mindset shift needed to reap the benefits.   At RGR Advisory, we developed a custom framework, The Five Foundations of Organizational Agility, which when employed ahead of methodology adoption, pre-empts all those pitfalls.   🏠It is designed to lay the groundwork for agile transformations and goes beyond a surface-level application of methodologies. It focuses on building the foundational components necessary for any agile method to unlock the highly desired agility benefits.   1. Cross-Functional Collaboration: Silos are the Achilles' heel of agility. Our approach breaks down these barriers, fostering collaboration across departments, adopting agile methods holistically. 2. Organize around Value: This foundation not only unlocks true customer centricity, but it is also the basis for embodying collaboration. 3. Holistic Capacity-based planning: Establishing the first two foundations, allows for integrated, holistic planning, which optimizes your investment strategy, resource management and focus. 4. Cadence-based planning and delivery: Every organization needs a heartbeat that allows for intermediate execution progress reviews, (re)prioritization and (re)committing to goals. 5. Lean Governance: True agility is an ongoing journey. Mechanisms are needed for learning, feedback, and adaptation, ensuring that agility is a part of the organization's DNA, and a growth mindset is unlocked.   The  road to achieving business agility is challenging but unavoidable! To truly reap the benefits, it's vital to go beyond a superficial adoption of agile practices. At RGR Advisory, we're committed to helping organizations build the cultural and structural foundations necessary to thrive within the ever-changing business landscape.   Thoughts on the pitfalls and/or our framework? 🗨️DM me or share your thoughts below!   And if you'd like to learn more on how we can assist your organization, DM me! www.RGRAdvisory.com #BusinessAgility #Resiliency #AgileTransformation #Growthmindset #Collaboration

Are you rethinking your business strategy in these times of change? In today's economic landscape, one thing is certain... Traditional go-to-market strategies often fall short. They're typically rigid, siloed, and slow to adapt—traits misaligned with the dynamic nature of modern B2B markets. What is the Gap in traditional GTM approaches? 1️⃣ Static Planning: Annual goal-setting doesn't accommodate rapid market shifts. 2️⃣ Siloed Teams: Disjointed departments lead to misaligned objectives. 3️⃣ Delayed Feedback Loops: Slow responses to customer feedback hinder agility. Here's a new perspective for GTM teams, borrowed from agile software development cycles: Embrace Agile GTM. As detailed in the Agile GTM white paper (link in comments), Agile GTM offers a flexible, iterative approach to GTM strategy. It emphasizes continuous alignment, rapid iteration, and data-driven decision-making, enabling businesses to stay responsive and resilient. Core Principles of Agile GTM: --> Market Shifts as Opportunities: Viewing changes not as threats but as chances to innovate and focus. --> Strategic Narrative Sharing: Ensuring all teams understand and communicate the company's vision cohesively. -->Accelerated Strategy Cycles: Implementing shorter, more frequent planning and execution phases. --> Data-Driven Iterations: Leveraging real-time data to inform decisions and pivot quickly. --> Team Empowerment Through Alignment: Fostering cross-functional collaboration to break down silos. --> Continuous Improvement from Concept to Scale: Embracing a culture of ongoing learning and adaptation. Why It Matters Now? With technologies like generative AI accelerating change, businesses must be agile to maintain product-market fit and meet evolving customer needs. Agile GTM provides the framework to do just that, enabling organizations to stay ahead of the curve. 🔗 Explore the full white paper to understand how Agile GTM can transform your approach. Link in comments. #AgileGTM #GoToMarketStrategy #B2BMarketing #EconomicUncertainty #SureRevAI