True organizational buy-in isn't just a C-level activity. It's a "layer cake" where leaders at each level—from the CMO to ICs—have tailored conversations with their cross-functional partners to ensure shared understanding and commitment to the plan.
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.
The number one mistake in annual planning is creating a marketing strategy in a vacuum. A plan disconnected from company-wide goals, such as a major product launch, results in resource misalignment, budget shortfalls, and missed growth opportunities.
To solve misalignment, the company cascaded OKRs from the CEO down. Critically, regional leaders were made 'champions' of key pillars like user acquisition. This gave them ownership and a direct voice in shaping product solutions, turning potentially adversarial relationships into collaborative partnerships.
Go beyond visual roadmaps. Create a monthly written document for executives that explains *why* the roadmap changed, details priorities, and includes data from recent launches. This forces intentionality, builds trust, and fosters deeper, more accountable conversations with leadership.
This framework provides a structured approach to planning by answering five questions: What's our aspiration? Where will we play (ICP)? How will we win (pillars)? What capabilities do we need? And what management systems (budget, headcount) are required?
The most effective way to build strategic alignment is not top-down or bottom-up, but 'inside-out.' Engage middle managers (Directors, VPs) first, as they have crucial visibility into both executive strategy and the daily realities of their teams and customers, making them the strongest initial advocates for change.
Gaining genuine team alignment is more complex than getting a superficial agreement. It involves actively surfacing unspoken assumptions and hidden contexts to ensure that when the team agrees, they are all agreeing to the same, fully understood plan.
When progress on a complex initiative stalls with middle management, don't hesitate to escalate to senior leadership. A brief, well-prepared C-level discussion can cut through uncertainty, validate importance, and accelerate alignment across teams or with external partners.
Instead of developing a strategy alone and presenting it as a finished product (the 'cave' method), foster co-creation in a disarming, collaborative environment (the 'campfire'). This makes the resulting document a mechanism for alignment, ensuring stakeholders feel ownership and are motivated to implement the plan.