Generally, I write about strategic planning or operations improvement in higher education.  Last month, however, I swam from Alcatraz to San Francisco.  At first I didn’t know that setting this personal goal and the hours of swimming in the ocean as I trained for the event had any connection to my professional pursuits.

I was wrong. After the event, I saw how my personal passion for swimming and for challenging my physical limits related specifically to my work.

Six things I learned from the Alcatraz swim that transforms how I approach my higher education consulting practice.

 1. Jump off the boat with abandon.

The day of the swim, I was confident in my ability to swim from Alcatraz to Aquatic Park. Turns out, the swim wasn’t the hard part of the endeavor.  Jumping off the boat seemed more challenging. As my toes hovered over the edge of the boat deck, fear paralyzed me. I took a deep breath, looked up at the beautiful blue sky, then glanced down at swirling water. My heart beat fast in anticipation. The unknown energized me, and I leaped. I was exhilarated – not afraid.  My attitude during the whole of my training for this event was that it was a “swim”.  I learned that, once I hit the water, it became a “race.” My love of “the race” propels me forward in all that I do, in a most positive and spirited way. Racing requires strategic thinking and a methodical approach. There are always unknowns, but it’s ok to not have all of the answers- adaptability and creativity are key elements.
Lesson: Take risks – don’t look back.

2. Do the work- stroke, breathe, stroke, and breathe.

I’m an avid pool swimmer who had a fear of the unpredictability of swimming in the ocean. I feared shark attacks, stepping on stingrays, jellyfish stings, ocean currents, swells and surf.  Some of my fears were irrational; some were a matter of awareness and spending time swimming in the ocean (much different from swimming in a pool). I substituted pool workouts for coached ocean swims and in the process learned to accept the unknowns. On the other side of all the preparation and practice I am a converted open water swim enthusiast.
Lesson: Never underestimate the importance of preparation and practice.

 3. Keep sighting the course ahead.

In open water swimming, it’s critical to sight a landmark to stay on course. Every 20 or 30 strokes I looked to sight two tall buildings behind Aquatic Park (the finish line), ensuring I was on course. If the current took me too far to the right, I swam in the direction equivalent of 10:00, or 2:00 if I were too far to the left.  Sighting on a consistent basis kept me on track for a more efficient, linear swim toward Aquatic Park.
Lesson: Goals need to be tangible- check on progress regularly.

 4. Stop and look around.

In the middle of the bay, I paused to take in the moment. Behind me Alcatraz, on either side of me the Golden Gate Bridge and the Bay Bridge, in front of me, the city of San Francisco. The sheer size of these iconic landmarks, treading water in the middle of the bay on this gorgeous sunny day: I was in awe of the beauty . As I started swimming again, I thought “not many people have the opportunity to enjoy the view from where I am – swimming in the bay.” My perspective was forever changed from that moment forward.
Lesson: Be present.

5. Cross the finish line with a tear and a smile.

Once I passed the sea wall entrance to Aquatic Park, I knew I had only a short 500 yards or so to the finish line.  I still had so much energy that I accelerated my stroke. When I ascended from the water to the shore with a few other swimmers I was overwhelmed with emotion – smiling uncontrollably with a few tears as well. As I looked for my sister and my friends I thought to myself, “I can’t wait to do this again next year.”
Lesson: Relish in the success.

6. Set a new goal. What’s next? Perhaps a swim around Manhattan…                    
Lesson: Smart, confident and directed- that’s who I am.

You’ve just read my professional and personal manifesto.

Would you like a fresh perspective on your campus or technology strategic plan?  Let’s get the discussion started- contact me at [email protected].

Recently I had a conversation about strategic planning with a past higher education client. We discussed the challenge in staying on course when taking action on a strategic plan.  The time commitment to develop an actionable strategic plan is not small. However, the real challenge lies in implementation. Our conversation reminded me of an interview I did a few years ago.

I had the pleasure of being interviewed on The Business Dig, a blog radio show hosted by Lisa Kanda and Debra Frey, Our discussion focused on challenges in successful strategic plan implementation and steps to get back on track.  The focus of this interview was not necessarily on strategic planning in higher education, however the message is applicable.

Has it been awhile since you’ve reviewed your strategic plan? Here is a link to listen to how to get back to your plan.  Strategic Planning CPR: How to Breath Life Back into your Strategic Plan

The four steps below are highlights from the interview to get back to taking action on your strategic plan.

Regroup

Dust off your strategic plan and take a hard look at it. If it’s been one or two quarters since you last reviewed the document, organize a review session (ideally a half-day retreat) with a committee of key administrative or academic representatives from your school or department. The goal is to re-engage.  Consider the goals listed in the plan and discuss where you are today.

Refine Plan

Does the plan in its current state resonate with where you want to be in the next 18 months?  If not, how can the goals and initiatives be adjusted? What are five key actions that need to take place in the next quarter to get started?

Take Action

The next steps are pure action planning.  Designate an owner of the plan to steer implementation. Discuss and allocate resources needed. Define and agree on immediate next steps for implementation.

Report Progress Regularly

Create a strategic plan dashboard to track progress on key initiatives. How will progress be communicated? What is the communication mechanism? Who is accountable for managing communication?  Who is included on the distribution list?

Questions about starting a strategic planning initiative at your institution or department? Contact me at [email protected].