At what stage of the strategic planning process should managers be involved to create a more inclusive planning process?

Involving managers during the strategy formation stage is crucial for creating a more inclusive planning process. At this stage, the organization is defining its goals, objectives, and potential strategies, which requires input from various levels of management to ensure that the plan reflects the needs and insights of different departments and teams. Managers bring valuable perspectives based on their operational experiences, allowing for a broader understanding of the challenges the organization faces and the realistic capabilities it can leverage.

Engaging managers in strategy formation also fosters buy-in and commitment, as they are part of the decision-making process and can advocate for the strategy within their teams. This inclusivity can enhance the quality of the strategic plan, as it incorporates diverse viewpoints and expertise, leading to more innovative and practical solutions. Furthermore, it helps in identifying potential risks and opportunities that may not be apparent when only senior leadership is involved.

By contrast, involving managers after the strategy has been developed, during evaluation or implementation stages, limits their ability to shape the strategy in ways that align with departmental needs and organizational culture. Therefore, engaging them during the formative phase is integral to the overall success of the strategic planning process.