Putting Purpose Into Action

Too often, we see organizations work tirelessly to fine-tune a single, perfect purpose statement, only to discover that when they roll it out, their teams don’t understand the choices necessary to fulfill the newly-minted purpose. Or, they jump straight from a lofty purpose into the nuts and bolts of annual planning and resource allocation without aligning on the key tenets that will direct their future.

Strategy is this essential middle step that gives purpose clarity, direction, and intention. If purpose is your grand, evergreen, motivating inspiration, your strategy is what helps you make daily decisions in service of that purpose. In other words, if purpose is your North Star, strategy is the trail up the mountain that gets you closer and closer to reaching it.

Whether you’re adjusting your strategy in response to a new purpose, or aligning a new strategy with your existing purpose, a design-led approach clarifies choices, increases stakeholder buy-in, and reveals opportunities. Here are three tips to help you get started:

Co-create to surface organizational wisdom 

When you’re engaging stakeholders across the organization to help bring your purpose to life in strategy, it’s critical to adopt a mindset of exploration and empathy. How are teams already living this purpose? What choices are colleagues already making that exemplify this purpose? How might this new purpose align with employees’ own goals and aspirations, and how could it help to fully unlock their collective potential? By engaging in collaborative interviews and co-design early and often, you’re tapping into existing internal wisdom and building connections that aid the adoption of the new strategy.

Recently, we collaborated with the leadership of an education organization to craft an innovation strategy. A new generation of senior leaders were excited about exploring opportunities for growth, while other leaders feared a new strategy would stray from their founder’s purpose. So, we took a three-pronged approach: First, we sat down with individual leaders to hear different perspectives, aspirations, and tensions. Then, we gathered the whole leadership group for a series of structured workshops. Each session started by reading the purpose statement, and using it as a guidepost for brainstorming and evaluating strategic directions. Finally, we enlisted small teams of executives to build, test, and iterate key elements of the strategy. By doing all three, we were able to help build equity that made it possible to implement the new strategy.

Evaluate the choices you made under your old strategy

Before you craft a new strategy, articulate the existing strategy using a framework like Roger Martin’s Playing To Win cascade. Looking at your organization’s past and present, think about when and where your organization has placed bets on a new market, audience, or offer. How have you historically created an advantage with your customers, and against your competitors? Then, with your new purpose in hand, re-examine these choices: What is aligned or misaligned? What is sustainable and what is vulnerable to growing competition?

We used this method when we were working with a specialty products conglomerate, helping them develop a purpose and strategy to embrace the needs of the climate era. This was a big undertaking that took several years of close collaboration across business units and executive leadership. To kick things off, and help everyone understand the status quo, we gave leaders 10 minutes, a blank Playing To Win cascade and a pen, and asked them to write down the major choices the company had made to get them to where they are today. Then we held a group discussion, assessing which parts of their current strategy and portfolio most aligned with their new climate-forward purpose—and which fell short. This exercise quickly exposed what needed to change and revealed new opportunities for the company to embrace its climate commitments, invest in its future growth, and live up to its purpose.

Visualize future possibilities to test your strategic choices 

IDEO COO Jennifer Riel often says, “The best way to face the future is to create it.” Start by trying to tease apart the ramifications of potential choices by creating stories of the future: quasi-fictional scenarios of short-term and long-term success where your organization is truly living its purpose. If you invest your time and effort in different places, what are potential growth trajectories your company might take? What are you seeing in the market or industry that you might need to adapt to overcome? What trends inside (or outside) your organization might continue to grow, and what transformational power might they have on your future?

When we were helping an international pharmaceutical company unify its many divisions under a single, focused purpose, we needed to illustrate the potential outcomes of different choices. So, our team crafted four different stories of the future, each focused on a different strategic bet. What if they decided to double-down on new drug discovery—what might the next five years look like? What if they chose to go all-in on a single area of historic expertise? By looking across the four different potential futures, their senior leadership was able to compare and contrast, discussing what felt most feasible, inspiring, and aligned to their purpose, leading to a single future they were excited to build together.

Purpose and strategy have to work hand-in-hand. One without the other could lead to stagnation or confused paralysis across the organization. Together, they offer inspiration, intention, and a clear path to tangible choices.