What is the difference between strategic and tactical planning?
Across industries and disciplines, people at various levels of their profession are seen to struggle with the difference between strategy and tactics. The distinction is as important for marketers and creatives as it is for business leaders.
In The Advertising Concept Book Pete Barry spells out the order of the creative process as:
– the overall marketing approach (the thinking behind step 2)
– the creative brief
– the detailed tactical plans
“Strategy is the approach, based on market research and insights as to how a product or service will be positioned/repositioned. It’s the thinking that comes before the idea/concept.”
Strategy can be thought of as the big idea, which is then executed through tactics in the form of campaigns and activities. You can construct as many different tactical plans as you like, as long as they relate back to the strategy, which is in turn rooted in the context of the business problem, past strategies and the competing landscape.
What horses can teach you about strategy
In her Forbes article on the topic of why strategy matters, Lois Gellar relates an excellent analogy that spells out the difference in an accessible way. It was originally devised by an NYU Creative Director to help students understand the relationship between strategy and tactics, and uses the well known story of the Trojan Horse.
The objective: Defeat the city of Troy.
The context: Prince Paris ran off with the beautiful Helen, wife of Greek King Menelaus, to his hometown of Troy. Menelaus has his brother Agamemnon launch an army to sack Troy and return Helen to her husband. Failure to breach the walls of the city has resulted in 10 years of ongoing siege.
The strategic idea: After a decade of failing to open the gates of the city from the outside, a new idea emerges: open the gates from the inside. This becomes the new strategy: the big idea.
The tactical idea: There were numerous tactics they could try to get the gates opened from the inside. Gellar suggests, “bribery, sneaking in, swimming through sewers or just tossing volunteers over the wall”. The winning tactic is the now-famous Trojan horse: a hollowed out giant horse ‘left’ as a gift to the Goddess Athena, secretly full of Greek soldiers. The Greeks pretend to sail away and the Trojans haul the horse into the city, to revel in their victory.
The result: The Greeks emerge from the horse, open the gates to let their friends in and sack the city. The Trojans are defeated.
It’s important to note, which Gellar also highlights, that even though the Trojan horse tactic gets all the credit, this bright idea would never have been thought of, nor the war won if it weren’t for the strategic decision to focus on opening the gates from the inside. And why was that strategy chosen? Because past efforts to breach the gates from the outside had failed and the problem needed tackling from a different angle. In this case, literally.
Clear objectives, combined with an understanding of the wider context inform your strategic approach. In turn, this guides your tactical plan. If you get each part of this puzzle right, you’re headed for success – just like the Greeks.