Seven priorities, three decks
Priya is CEO of a food manufacturer in Dandenong. A hundred and twenty people, two shifts, a board meeting every second month. The board pack was due Thursday, so on Tuesday afternoon she asked the company's new AI assistant to summarise the priorities for this financial year.
It came back with seven.
Three were from the March offsite deck. Two were from the strategy paper the board signed off in May. Two were from the budget presentation in June. One of them, a second site in Queensland, had been shelved in July. Priya typed back: "Which of these are current?"
The assistant answered honestly. It couldn't tell. All seven were in documents dated this year, and none were marked as dropped.
Then she asked Dean, her ops manager, the same question. He named four. Two of his people were still costing the Queensland fit-out. Nobody had told them to stop.
The assistant wasn't wrong. It was a very fast, very literal reader of what the leadership team had left behind. And so were Dean's two people.
The warning signs
This is where culture on paper usually starts. Not because leaders don't care, but because the leadership room is where priorities get made, and almost nobody has a job that involves carrying them out of it.
Here's what to check for.
1. More than three priorities. Leaders don't lack ideas. They lack fewer priorities. Five is a wish list. Seven is a budget.
2. Each leader tells it differently. Ask your leadership team to describe the plan in one sentence. If the sentences are about different things, the floor will hear different things.
3. Decisions don't leave the room. The minutes say "agreed". Nobody is named to tell team leaders, and there's no date.
4. Dropped priorities are never announced. Things get shelved quietly in a leadership meeting. Everyone below keeps working on them, because silence sounds like "still on".
5. The plan lives in the deck. It's written in slide language: "drive operational excellence", "grow share in key segments". A team leader can't do anything with that on a Tuesday.
6. The plan comes up monthly in leadership and never in team meetings. If the only people who discuss it are the people who wrote it, it hasn't travelled.
One number
This isn't unusual. A 2018 MIT Sloan Management Review study of 124 organisations found only 28% of executives and middle managers responsible for carrying out strategy could list three of their company's priorities.
Those are the people closest to the plan. The further you go from the room, the lower that number gets.
The gap
Here's Priya's business against the five questions.
What the company says: "We have three priorities this year."
What's written down: Seven priorities across three documents, none marked current, none marked dropped.
What really happens: Each manager works on the priorities their boss mentions most. Team leaders work on whatever their manager raised last week.
None of this is a people problem. Every person in that chain is acting sensibly on what reached them. The gap is in what the leadership team didn't write down, didn't drop out loud, and didn't carry.
If you run EOS, Scaling Up or OKRs, you'll already have good rhythms here: quarterly priorities, a weekly meeting, a scorecard. Keep them. The gap we see most often is that those rhythms reach the leadership team and stop there. The rocks or objectives are clear in the room. Whether the team leader on the afternoon shift could name them is a separate question, and it's the one that decides whether anything changes.
The AI test
When AI tools start reading your plans, three things happen.
First, they find every version. Anything on the shared drive counts. An old deck is as real to an AI tool as the current one, unless you tell it otherwise.
Second, they repeat it. Ask an assistant to draft the next all-staff update, a team briefing or a job ad, and it will pull from whatever priorities it found. Priya's assistant would have happily written a recruitment ad mentioning the Queensland site.
Third, as AI agents start acting on their own, planning production, booking work, setting reminders, they act on the plan they can read. If that plan has seven priorities, the agent is chasing seven.
This is the cheapest diagnostic you'll ever run. Ask your assistant for your priorities. Whatever it says is what your documents say. If that's a surprise, your people are probably getting the same surprise, just more slowly.
What good looks like
It isn't complicated, and it isn't a new framework. Three priorities, one sentence each, in words the floor would use. A named person who takes each leadership decision to the team leaders within a week. A stopped list that goes out every time something is dropped, not just at year end. And one place on the shared drive where the current plan lives, clearly labelled, so people and AI tools land on the same page.
The proof isn't the deck. It's a team leader, a week later, saying the plan back without notes, and knowing what their part is.
The connection
Leadership is upstream of everything, so this is where we start mapping where it travels.
- Team leaders get the plan second-hand, in someone else's words. If it doesn't reach them in words they'd use, it never reaches the floor. That's week 4.
- Operations keeps resourcing priorities that stopped. Dean's two people are costing a site that isn't happening.
- Finance still has budget sitting against shelved work, so nobody notices it's stopped.
- Sales keeps promising what was in the last deck it saw. If a rep told a customer about Queensland delivery, that promise is now someone else's problem.
- Customer service catches all of it, which is next week.
The ident check
Yes or no. Run it with your leadership team, out loud if you're game.
- Could every member of the leadership team write the same three priorities without notes?
- Could each of them say what their own team's part is in those three?
- Could each of them name one thing the business stopped doing this year?
- Was the last dropped priority announced to the whole business, not just the leadership team?
- Does every leadership decision have a named person who tells team leaders, and a date?
- Are the three priorities written in words a team leader would use on a Tuesday?
- If an AI tool read your shared drive, would it find one current version of the plan?
The first three are the recall test. If you get a no on any of them inside the leadership team, there's no point checking further down yet.
Cheap first
- Sticky notes before anything else. At your next leadership meeting, have everyone write the three priorities on a sticky note before anyone speaks. Costs nothing, takes five minutes. Put them on the table and compare.
- Write a "stopped" list. Everything dropped, shelved or paused this year, one line each, with a sentence on why. Send it to every team leader. Dropped priorities should be announced.
- Retire the old decks. Move superseded plans into an archive folder, or add "superseded" to the file name. Then people and AI tools find one plan, not three.
- Add one line to your minutes. For every decision: who tells team leaders, by when, and in what words.
- Then the harder fix. Rewrite the three priorities in words a team leader would use. Test them on two team leaders. If they can say them back a week later without notes, you're done. If not, cut the words down again. Keep what works; just make it small enough to carry.
The Monday close
This week, do the sticky-note test at your leadership meeting before anything else on the agenda.
Next week we follow the plan to where it meets the customer first: customer service. Written policies, unwritten exceptions, and what happens when an AI agent has to answer without anyone's experience to fall back on.
Sources
- No One Knows Your Strategy, Not Even Your Top Leaders, MIT Sloan Management Review, February 2018 (the 28% figure)
Questions people ask
- Why do strategic plans fail after the leadership offsite?
Usually not because the strategy is wrong. They fail on the way out of the room: too many priorities, each leader telling it differently, decisions with nobody named to pass them on, and dropped priorities nobody announces.
- How many priorities should a leadership team have?
Three, one sentence each, in words a team leader would use. Five is a wish list. Seven is a budget.
- How do you test whether the plan has reached the business?
Ask the people expected to deliver it to name the three priorities and their part in them, without notes. Start with the leadership team. A sticky note each, before anyone speaks, takes five minutes.
Read the episode transcript
The Ident Series, Episode 2: The leadership team: where culture starts dying
Show notes
Episode title: The leadership team: where culture starts dying
Summary: Priya asks her new AI assistant for this year's priorities and gets seven, from three decks, one of them shelved in July. Trav goes upstream to the leadership room, where most plans fail on the way out the door, and why the rhythms you already run may stop at the leadership table.
- Six warning signs, from "five is a wish list, seven is a budget" to plans that only live in the deck
- The MIT Sloan finding: 28% of the people carrying out strategy could list three priorities
- Keep EOS, Scaling Up or OKRs. Check whether the afternoon shift could name the rocks
- What AI tools do with your plans: find every version, repeat it, act on it
- This week's job: the sticky-note test at your next leadership meeting
Full article: getsorted.valuebull.com.au/ident/leadership-team/
Script
G'day. It's Trav, and this is The Ident Series. Episode two. The leadership team, and where the culture starts to go missing.
Last week we talked about the five signs your culture's only living on paper. This week we go upstream, to the room where the plan gets made. Because in my experience, most plans don't fail in the strategy. They fail on the way out the door.
Let me tell you about Priya. Made-up business, very real situation.
(pause)
Priya's the CEO of a food manufacturer in Dandenong. A hundred and twenty people, two shifts, board meets every second month. Board pack's due Thursday. So Tuesday afternoon she asks the company's new AI assistant a simple question. Summarise our priorities for this financial year.
It comes back with seven.
Three from the March offsite deck. Two from the strategy paper the board signed off in May. Two from the budget presentation in June. And one of those seven, a second site up in Queensland, got shelved back in July.
So she types back, which of these are current?
And the assistant gives her an honest answer. It can't tell. All seven are in documents dated this year. None of them are marked as dropped.
(pause)
So she goes and asks Dean, her ops manager. Same question. Dean names four. And it turns out two of his people are still costing the Queensland fit-out. Nobody told them to stop.
The assistant wasn't wrong. It was just a very fast, very literal reader of what the leadership team had left behind. And so were Dean's two blokes.
(pause)
I've sat on both sides of this. I've been the GM who walked out of the offsite feeling great, and by March, nobody could tell you what we'd agreed. It's not that leaders don't care. It's that the leadership room is where priorities get made, and almost nobody's job is to carry them out of it.
So here's what I'd look for in your own leadership team.
One. More than three priorities. Leaders don't lack ideas. They lack fewer priorities. Five's a wish list. Seven's a budget.
Two. Each leader tells it differently. Ask your team to describe the plan in one sentence. If the sentences are about different things, the floor hears different things.
Three. Decisions don't leave the room. The minutes say agreed. But nobody's named to tell the team leaders, and there's no date.
Four. Dropped priorities never get announced. Things get shelved quietly, and everyone below keeps working on them. Because silence sounds like, still on.
Five. The plan lives in the deck. It's written in slide language. Drive operational excellence. A team leader can't do anything with that on a Tuesday.
(pause)
Now, here's one real number, because I don't want you thinking this is just your business. A twenty eighteen study in MIT Sloan Management Review looked at a hundred and twenty-four organisations. Only twenty-eight percent of the executives and middle managers responsible for carrying out the strategy could list three of their company's priorities.
Twenty-eight percent. And those are the people closest to the plan. The further you get from the room, the lower that number goes.
(pause)
If you run EOS, or Scaling Up, or OKRs, good. You've got rhythms. Quarterly priorities, a weekly meeting, a scorecard. Keep all of it. The gap I see most often is that those rhythms reach the leadership team and stop there. The rocks are clear in the room. Whether the team leader on the afternoon shift could name them is a different question. And that's the question that decides whether anything changes.
(pause)
So what happens when AI tools start reading your plans? Three things.
First, they find every version. An old deck on the shared drive is as real to an AI tool as the current one.
Second, they repeat it. Ask an assistant to draft the next all-staff update, or a job ad, and it'll pull from whatever it found. Priya's assistant would have happily written a recruitment ad mentioning Queensland.
Third, as these tools start acting on their own, planning production, booking work, they act on the plan they can read. Seven priorities, the agent's chasing seven.
Honestly, it's the cheapest diagnostic you'll ever run. Ask your assistant for your priorities. Whatever it says is what your documents say. If that surprises you, your people are getting the same surprise. Just slower.
(pause)
And it travels. Team leaders get the plan second-hand, in someone else's words. Operations keeps resourcing things that stopped. Finance has budget sitting against shelved work, so nobody notices. Sales keeps promising what was in the last deck they saw. And customer service catches the lot. Which is next week.
(pause)
Right. Ident check. Seven questions, yes or no. Run these with your leadership team, out loud if you're game. I'll go slow.
One. Could every member of your leadership team write down the same three priorities, without notes? (pause)
Two. Could each of them say what their own team's part is, in those three? (pause)
Three. Could each of them name one thing the business stopped doing this year? (pause)
Four. Was the last dropped priority announced to the whole business? Not just the leadership team. (pause)
Five. Does every leadership decision have a named person who tells the team leaders, and a date? (pause)
Six. Are your three priorities written in words a team leader would actually use? (pause)
Seven. If an AI tool read your shared drive, would it find one current version of the plan? (pause)
The first three are the recall test. If you get a no on any of those inside the leadership team, there's no point checking further down yet.
So, here's what I'd do. At your next leadership meeting, before anything else on the agenda, hand out sticky notes. Everyone writes the three priorities. No talking. Then put them on the table and have a look. Costs nothing. Takes five minutes. Your engagement survey tells you how people feel. This tells you whether the plan landed. You want both.
Then, if you're keen, write a stopped list. Everything dropped or paused this year, one line each, and why. Send it to every team leader. And move the old decks into an archive folder, so people and AI tools find one plan, not three.
And don't throw out what's working. Keep your values, keep your operating rhythm. Just cut it down until people can carry it.
(pause)
Next week, we follow the plan to where it meets the customer first. Customer service. Written policies, unwritten exceptions, and what happens when an AI agent has to answer without anyone's experience to lean on.
I'm Trav. This has been The Ident Series. See you next week.