The Obligation of the Strategist
Read v140 on Substack ↗ Read v184 on Substack ↗
The lesson is the result of two unique things I came to understand: Strategy is not a necessary part of the process. We are a value add. We don't make the thing. We make the thing more effective than it would have been otherwise. If you are being paid to be somewhere, you have an obligation to provide value.
These two truths came together in the following realization: Compromising on strategy thinking or letting bad work get made without a fight is a failure of the strategist's obligation. Our job is to make work better and more effective than it would have been otherwise. If you aren't standing up for what you know to be true in that pursuit, you are ripping off the client.
Strategy is only worth it if we fight for the best work possible. Otherwise why are we there?
That doesn't mean you should be difficult to work with. Strive for the opposite. But it does mean that if you're on a project, the work damn well should be stronger than it would have been without you. Demand what you need to make that happen.
The Ability to Make Things Happen
Read v91 on Substack ↗ Read v2022 on Substack ↗
There are countless charts and diagrams outlining the different skills a planner should be capable of to reach the next "rung" –but one that doesn't get talked about enough is "the ability to make things happen." That applies in all directions. The ability to get creative to see why some feedback is worth addressing. Or to get the account team to back up creative. Or to ask for more time when needed.
But most importantly, I think we serve a huge role in getting work to the point of production. We shouldn't, but it seems like we do. And I don't know how to improve in that arena because it is entirely dependent on the politics and context of the agency and client.
But I need to get better at it. Because – and this seems obvious saying it now – just telling people what will work best doesn't achieve nearly as much as it should.
Creatives Want Strategists to Stop Over Complicating Things
After 60 responses, I can say with math supported confidence that Creatives want Strategists to stop over complicating things. And I think this gets at the inherent tension of strategy – the curse of expertise.
There is absolutely value in the academics and the classes and the communities. But only so much as it is then utilized. Take what is learned and go and obsess over creativity. Hang out with your creatives. Or someone else's.
Strategy Should Have a Concepting Phase
Strategists have to be happy with getting to sit down and think about a problem without ever getting rich from their work. But inventors do something that strategists don't. They concept. Creatives concept. Artists concept. Architects, builders, and nearly every other creative task requires a concepting phase.
And you don't get a ton of push back claiming that strategy is a creative act. I could argue either side of that statement, but it's not a controversial take. But we don't concept. What would a conceptual sketch or proof of concept look like for strategy? What's the back of the napkin version?
Whether or not you think Strategy is comparable to invention or art or design – a concept phase would absolutely improve the outcome. But instead we try and just brute force think our way into a final answer from scratch… Ok here is the research. Now let me just do some thinking, make a leap or make a choice, and the answer should appear. That doesn't seem right.
I'm not sure what the answer is, but I stand by the thought that strategy thinking should have a concepting phase of the thinking that involves more napkins and less rounds of review that water down the thinking rather than build it out.
Strategy Performs in an Amphitheater
A big challenge with Strategy is that it –more than any other department– performs in an amphitheater rather than a theater. You have to play to many audiences at once, and any time you are facing one direction, your back is to someone else.
This reinforces why I like to think of my freelance practice as "forward facing strategy" – I try to work on projects shoulder to shoulder with people rather than treat clients like an audience member. Together, we deliver something to the audience. And if the audience isn't singular, well, usually those I work with are better equipped to deliver work in an amphitheater than I would be.
Strategists Have Made Their Lives Hard
From STRATSCRAPS 25 (Mar 2021)
I think Strategists have made their lives hard and their value lower by complicating what we do. We want to justify the hours. We want to uncover insights. We want to think creatively, not rationally. But "Say that Volvo trucks have superior stability" is a great creative prompt. Why complicate it?
What Is the Purpose of Strategy?
The latest Creatives on Strategy responses brought something to light: there is no mutual understanding of why strategy exists. Even accounting for the open response format, there were nearly as many core reasons for our existence as there were responses. And among strategists themselves, there wasn’t much alignment either.
There really is no reason for Strategy to exist. If the role of a Creative Director is to oversee the creative output—an ad—part of that expertise should include effectiveness, selling ideas, insights, inspiration, and participation in testing. Most good CDs I know would make great strategists because they already do that thinking as part of the process.
So we don’t need to be here. Why are we? Because “necessary” and impactful are not the same thing. We are force multipliers. Our responsibility is effectiveness, but our job is anything that helps the work achieve it. We’re here to sharpen the knife.
The Strategist as Jester and Servant
Only two positions in the “planner archetype” chart feel like they require skill or craft: the joker and the servant. Those are two positions strategy should strive for.
The joker has little to gain by caution and little to lose by candor; they can be the only one who will tell a powerful person they’re wrong. And the servant is absolutely what a strategist is: in service to the creative team and the client, but most of all to the work and the job the work is meant to accomplish.
The two worst things to aspire to are king or prince—the positions least affiliated with the truth and least likely to understand the real world.
I Like the Idea of My Job
Someone asked if I liked my job. I replied that I like the idea of my job (my career, not any one agency). Jeremy Wade describes his work as phases: decide on a target, do months of research, then go fishing—and when he’s fishing, he’s in charge, because he put in the work ahead of time.
What I want is the chance to truly understand what I’m after—to dissect the problem, and then use that knowledge to go catch some big ass metaphorical fish. The idea of my job is to get to the bottom of a problem, see things in new ways, learn a lot in a little amount of time and then put that knowledge to use. To go hunt down some strategy river monsters.
But instead, it seems that the job has become just the holding of the fishing rod. Most scenarios feel like I’m knee deep in a fast moving river, ignoring the research I’ve done and instead being yelled at from the shore—casual observers debating where we should drop the lure.
The Right Mind vs the Right Mindset
Most new strategists fall into one of two buckets: the right mind or the right mindset. The right mind: the ability to think on your feet and connect dots into big thoughts—intelligence as finding answers. The right mindset: deep curiosity and a thirst for knowledge—intelligence as asking questions.
As a manager, your job is to figure out where they’re starting and help them build confidence through cultivating how they think already. Learning a whole new mindset is a task for later, once they’ve been in the job for a few years.
You can’t teach someone new information if they are also teaching themselves to think from a whole different starting point.
We Work for the Idea
I had a great conversation the other day that resulted in a few thoughts. The question of admiration—who do you admire?—is different than “who do you look up to?” or “who do you idolize?” It forces you to look at qualities beyond output or accomplishment.
The more I think about it, most people I admire are my “junior” on paper. And I’ve written before about “who do we work for?” but mostly framed it as client vs brand.
Someone reframed it for me: we work for the idea. It feels like a nice balance between “the client,” “the brand,” and “our own team.”
Strategy Is All Input
A craft is defined by the craftsperson being in full control of the output. Quality is judged by technical ability and accumulated skill. But Strategy is only as successful as its power to drive action. The best thinking in the world built on decades of experience is worthless if the client doesn't buy it or the creative team doesn't get it. A craft has an output. Strategy is all input.
Strategy Is a Conversation
Strategy is not a process to be followed, it's a conversation to be had. I found two opposing articles that are both correct in their own way: "Strategy Is A Conversation, Not A Deliverable" and "Strategy is what you do, not what you say." The thing they are both saying is that strategy isn't a box to check.
Strategy is planning your own surprise party without ruining the surprise.
Campaign Creative Universe
In the Star Wars universe, there is never any paper or anything with wheels. Small rules that aren't publicized, but through following these rules the "Star Wars feel" is created. This is probably true of most quality fiction.
What we do isn't fiction. But a campaign can be thought about as a universe. As an industry I don't think we do this enough. We all know the CCI. But what about the CCU? The Campaign Creative Universe—a comms plan and all the rules and laws that come with a cinematic universe in Hollywood.
The Leap from 4Cs to Strategy
I asked an apprentice what types of things in strategy work would be good to cover in a department resource. What was challenging on a recurring basis? "The gap between 4Cs and getting to a strategy statement." We don't talk enough about how big of a leap that can be. Or maybe the 4Cs returns nothing worth basing a strategy on. It's like giving someone a map and telling them to go find a partner. The map might help, but there is so much more to it and at some point you just gotta get out there.
Our Job Is Not to Speak to Fans
Growth primarily comes from light category buyers. Light category buyers choose to buy things based on physical and mental availability—easy to think of and easy to buy. "Easy to think of" is the job of advertising. This was way too many words to make the simple point that shouldn't need to be made: Our job is not to speak to fans. Our job is to help brands stand out and control the narratives built around them.
Commercial Art
Early on in the world of advertising, creative advertising was called Commercial Art. I think there needs to be a new branch of Advertising called Commercial Art. This is the only way to save the industry in my mind.
Commercial Art would be a form of advertising where the end output would be more permanent displays (but could certainly be supported by media). The brief would provide the artist or agency with the subject matter and any core imagery. Then, the artist/agency would get to work. Maybe it is a mural, or an installation or a video or post cards or an exhibit. But it would be art built with brand assets. No constant rounds of review. No CTAs. Just art that has a commercial objective—to make people think of the brand or product positively.
Process Evolution
Here's the part that separates good strategy directors from great ones: you're not just managing the current project, you're improving how projects get managed. Maybe that means suggesting a different review structure. Maybe it's introducing new ways to test ideas early. Maybe it's changing how feedback gets collected and processed.
Strategy directors who only focus on individual projects miss the bigger opportunity. The real impact comes from making the entire creative development process more effective over time. We need to protect from swirl just as much, if not more, than we need to push for change.
Hiring Junior Talent
When hiring junior talent, you are evaluating for potential over experience. And so much of what you're looking for is usually context dependent and about team fit. But potential can be reduced to a combination of two things:
Deep curiosity. Not the same as what they read or how much they read or what they already know. But the compulsion to want to know more about most things. And the tendency to question inadequate answers. A good measure is asking what they have gone down rabbit holes on recently.
Ability to make something interesting. Have them create a presentation on a topic of their choosing. I have used the literal prompt "choose an ordinary object and make it interesting." If they have these two qualities, hire them.