Article
Jordan Shapiro, Peter Bowman — July 31, 2025
When we asked senior leaders what got in the way, we didn’t typically hear “bad strategy” or “poor ideas.” We heard things like:
None of these are failures of ambition. They’re failures in how the plan was designed and delivered.
Here’s the good news: these issues are predictable. Which means they’re fixable – more effective planning up front and adaptive execution practices that bring people together across functions, not just within them, can make your strategy stick.
Too often strategy processes are ‘locked-room’ exercises. A small team builds the plan, then pushes it out to
the organization with the assumption that the rest will follow.
In reality, people struggle to connect their day-to-day work with the plan — or worse, they don’t see the plan
as relevant for themselves.
You’ve probably heard some of these symptoms:
These problems start early, in how the plan is built.
Approach in Action
At one client, a Cold Storage and 3PL provider experiencing rapid expansion, leadership recognized that their traditional, ad hoc approach to managing operations couldn’t scale with the pace of their growth. Historically, a small group of individuals had made most of the decisions, but as the organization evolved, they needed a more structured, shared approach to strategy.
We partnered with a cross-functional group of leaders to define a focused set of ambitions grounded in their collective insight. Together, we translated those priorities into a clear, actionable roadmap – outlining specific steps, ownership, and success measures that the entire organization could understand and deliver. By involving the people responsible for execution early in the planning process, the strategy felt relevant, owned, and real – not just a slide deck from the top.
A strategy that’s shaped by the people who’ll deliver it. Where functions aren’t just consulted, they are owners of the process and output. Where objectives are shared, not siloed. And where accountability is documented early, not sorted out mid-flight.
A key part of the strategy process is imagining all the different ways you could achieve your ambition – the actions, investments, changes. But when organizations try to do it all, they trip themselves up and dilute impact.
This is where prioritization, real prioritization, matters. If everything is a priority, nothing is. Strategy is ultimately about choices and leaders need the discipline and structure to make choices about what not to do just as clearly as what to do.
The companies that consistently focus on value driving activities have transparent methodologies for how they prioritize. They set clear criteria (a blend of quantitative and qualitative measures) that allow them to remove personal biases from decisions and focus on what matters most.
This is especially important in organizations where delivery resources are already stretched. Without focus, even good strategies get buried.
Strategy execution isn’t a factory line. External market events influence focus. Priorities shift. Capacity gets stretched. Assumptions prove wrong. And yet, many organizations execute as if nothing should change once the plan is set.
This rigidity creates gaps:
Better execution practices are cross-functional and flexible. They recognize that the real world is messy and build in ways to adapt on purpose, not by exception.
Approach in Action
At one home services client, the team set clear priorities and budgets at the start of each year – but struggled to adapt as the realities of the business shifted. As new initiatives emerged and capacity tightened, people often lost sight of the original plan and defaulted to working in silos. Cross-functional coordination broke down, and teams found themselves overwhelmed, duplicating efforts or missing critical dependencies.
We helped design a new approach for managing execution in a more adaptive way. Working with department-level leaders, we introduced a rolling two-quarter planning cadence linked to corporate priorities. A shared dashboard made all current and upcoming initiatives visible, helping teams understand what was in flight, assess trade-offs, and make informed decisions about what to pause or reprioritize. This gave leaders the ability to shift focus when needed – without losing alignment or momentum. The result was sharper clarity on where to invest effort, and a shared discipline around capacity and sequencing that held up even as conditions changed.
Organizations that do this well have processes that can effectively adapt without losing momentum. This means using processes and forums that actively surface cross-team risks, adapt to changing priorities, and help leaders make informed trade-offs without spinning wheels.
Most strategies fail not because of poor ideas, but because organizations don’t develop the strategy the right way, build the commitment to deliver it, and embed practices that ensure the plan is adaptive to their evolving context.
It’s not about the big idea. It’s about the dozens of small disconnects that happen when a plan doesn’t match the way people actually work.
The fix isn’t more process. It’s better process. Better habits, built into both planning and delivery. Habits that connect the silos, clarify the “how,” and give teams a way to adapt without chaos.
At Level5 Strategy, an award-winning boutique management consulting firm trusted by leading organizations, we help businesses navigate challenges in strategy execution with the right tools and insights. Whether you’re exploring our unique approach to find out how to better execute your strategy or looking to learn more about why so many strategies fail, our experienced team delivers the solutions and hands-on support needed to drive lasting success. For more expert perspectives on strategy execution, explore our latest thinking or connect with our team.