The most important single thing I learned in business school is a strategic process for managing change. It works for creating change at the highest level executive functions within a business. It works for the most basic projects.
It also works in therapy.
Why does this transformation process work at all levels of business and even at the level of individual people?
Because organizations function in a manner that reflects how individuals function.
Strategic planning and management is a best-practices process for how to create and manage change. It’s a process for transforming an organization and it can also be a process for transforming an individual.
In this article, I’m going to present the basic strategic planning and management model, illustrating how it applies to therapy. However, if you’re involved at any level in leadership, management, or project and program development then this is a process you should know.
What people have discovered in studying business is that there is a basic strategy to creating transformational change. There’s a basic process to unifying people to all work together with the same purpose. While there are different models to strategic planning and management, the following diagram presents the basic approach that has proven itself to be effective over and over again:
Again, it doesn’t matter whether you’re at the highest level in a complex organization, or a therapist working with a single particular client. This model suggests certain steps and actions if you want to maximize your chances of being a successful change-agent.
Step 1: Principles
Establish and communicate the mission, values, and vision that are intended to drive and guide the change process. For a therapist,
that translates into early work that you do with a client to create a shared understanding of:





