Planners are comprehensive thinkers whose skillset includes the ability to break things up into increments and whose experience has shown them the necessity to be rational and realistic. Fantasy thinkers will soon get themselves into big trouble here so practicality is the keyword.
I want a big thinker to formulate vision and I want that same big thinker to leave the planning process to people who can be real and realistic. Here are the 6 key traits of an effective planner:
First, an effective planner can take a project apart and divide it into realistic tasks, tasks that can be assigned a responsible party and a realistic deadline. They understand that the greatest of structures is put up one piece at a time. And they can install warning points along the way to keep things on track and on schedule.
Second, they function in the “now” and in the “then.” They think and work short-term and long-term. The use whatever tools they need to maintain progress towards the ultimate objective. Daily tasks lists are coordinated with and subordinated to annual, quarterly, monthly, and weekly calendars.
Third, they do not wait until deadlines approach to begin. They start early because experience has taught that almost nothing goes off as planned and if anything can go wrong it will.
Fourth, effective planners never work in isolation. They use the considerable skills and insights of others who could be in a position to add insight, understanding, and information.
Fifth, they are good delegators. The larger the plan, the more people needed to fulfill the objectives. Micro-managing will torpedo everything. There will be too much to do. Remember that your circle of concern is always bigger than your circle of ability.
Sixth, effective planners are tenacious but not hardheaded. They know how to focus on target and responsibly pursue it. But they are not so infatuated with their own ideas and plans that they become inflexible and rigid. Plans often need revising so “Plan B” is ready. Effective planners can think on their feet and make revisions as needed without losing sight of the objective or compromising the project.
Seventh, they never promise more than they can deliver. Some workers (and in some cultures) it is considered rude and uncaring to tell a superior or coworker anything except what they think the other person wants to hear. But this is a dangerous practice. Effective leaders never suffer sycophants or yes men. Never! Effective planners never engage in such foolish acts either. Never!
Now, it’s time to be honest. If you meet these 7 criteria, great! If not? Well, you know what you have to do. Find someone who does. The vision is far too precious to risk anything so get the best planner(s) you can find to help you bring it into being.