To ensure alignment, Matt Spielman's coaching process starts with senior leadership. When managing partners define and share their "game plans," their goals become the organization's goals. This creates a natural cascading effect, as direct reports align their own objectives to support the firm's primary mission.

Don't expect your organization to adopt a new strategy uniformly. Apply the 'Crossing the Chasm' model internally: identify early adopters to champion the change, then methodically win over the early majority and laggards. This manages expectations and improves strategic alignment across the company.

To move beyond static playbooks, treat your team's ways of working (e.g., meetings, frameworks) as a product. Define the problem they solve, for whom, and what success looks like. This approach allows for public reflection and iterative improvement based on whether the process is achieving its goal.

Instead of aiming for vague outcomes like "empowerment," start by defining the specific, observable behaviors you want to see. For example, what does "being data-driven" actually look like day-to-day? This focus allows you to diagnose and remove concrete barriers related to competency, accessibility, or social reinforcement.

When driving major organizational change, a data-driven approach from the start is crucial for overcoming emotional resistance to established ways of working. Building a strong business case based on financial and market metrics can depersonalize the discussion and align stakeholders more quickly than relying on vision alone.

Most business struggles stem from a misaligned or forgotten North Star Metric (NSM). A successful framework aligns the entire company by ensuring all OKRs ladder up to a single, durable NSM, with KPIs serving as health checks for those OKRs. This creates a clear hierarchy for decision-making and resource allocation, preventing strategic drift.

Teams often focus on perfectly implementing frameworks like OKRs or Discovery, creating a false sense of achievement. This "alibi progress" prioritizes methodology correctness over creating value in a specific context, leading to lots of outputs but no outcomes.

Pursuing huge, multi-year goals creates a constant anxiety of not doing "enough." To combat this, break the grand vision into smaller, concrete milestones (e.g., "what does a win look like in 12 months?"). This makes progress measurable and shifts the guiding question from the paralyzing "Am I doing enough?" to the strategic "Is my work aligned with the long-term goal?"

To prevent rigid plans that break, maintain consistency in your high-level strategic pillars for the year. However, build in flexibility by allowing the specific tactics used to achieve those pillars to change quarterly based on performance and new learnings.