Close
Close

Before the Planning Session Ends

Q4 planning is underway.

Revenue targets. Operating models. Technology investments. Growth priorities. The strategy deck is taking shape, and the numbers are being debated.

Here is what is often missing from that room.

A clear-eyed look at whether the leaders being asked to deliver that strategy are equipped to do it. Most organizations are quite good at identifying what needs to change. Far fewer stop to ask whether their leaders are ready to deliver the change. That is where strategy starts to lose momentum. Not in the planning session, but in the months that follow, when execution reveals the gap between ambition and capability.

What the Year Has Already Been Measuring

The organizations that will finish Q4 strong are not the ones scrambling to assess their leadership in December.

They are the ones that have been paying attention all year to a different set of signals. Not just revenue or headcount. Signals like the behaviors that produce those outcomes. How leaders communicate through uncertainty. How teams collaborate across functions. Whether the culture being built in the daily moments is the one the strategy requires. Those are incredibly powerful signals.

A people leader we spoke with recently captured the challenge perfectly. ā€œWe tell people to experiment,ā€ she said. ā€œYet we only reward successful experiments. What we are actually rewarding is successful prediction. That is not the same thing.ā€

When organizations measure success solely by who got it right or who hit the number, they create leaders who are hesitant to take risks. When they measure the quality of decisions, the willingness to acknowledge what isn’t working, and the ability to learn and adapt, they develop something far more valuable: leaders who can turn what they’ve learned into meaningful action and carry the strategy forward.

What We Lost Along the Way

There is another measurement gap that most organizations have not fully named yet.

Five or six years of remote and hybrid work quietly eroded something that does not show up in an engagement survey. We lost the minutes between the meetings. The 30-second conversation in the hallway. The ability to read body language in real time. The intern who learned to lead by watching how a senior leader handled a difficult moment. Not in a training. In the room. The colleague who asked about your child before the agenda started.

Those micro-moments of human connection are not soft. Often they are the connective tissue of culture. And they compound. When they disappear, what fills the gap is assumption. Leaders assuming their teams are aligned. Teams assuming they know what leadership expects. And everyone finding out in Q4 that assumption is not the same as alignment.

We are working with an organization whose leaders are pushing for more direct feedback from their coaches and facilitators. Their instinct is that softer delivery is less effective. What we are observing is something different. Within their culture, feedback tends to land personally. Leaders hear ā€œI thinkā€ and ā€œI feelā€ rather than ā€œwe observedā€ or ā€œwe had agreed.ā€

The request for harsher delivery is actually a request for more clarity. And clarity does not come from volume or sharpness. It comes from shared language, psychological safety, and leaders who are practiced at both giving and receiving honest input. When we were asked to develop a tool for conversation prompts, the request itself told us something important: their leaders needed and wanted a script because they had not yet built the skill sets to have the conversation without one. A tool or resource can be a starting point. It is never the full destination.

What the Year Reveals

Michael was at a conference recently where Van Jones said something that has stayed with him.

ā€œYour AI might be increasing the firm’s IQ. The way you implement it just crushed the firm’s EQ.ā€

He was talking about organizations that used AI primarily to reduce headcount. The efficiency gain was measurable. The cultural cost is harder to track: the trust that walked out with the people, the emotional intelligence that does not survive a significant reduction in force, the leaders now being asked to do more with terrified teams. That cost does not show up until Q4.

Klarna cut the majority of its customer service team based on AI efficiency projections. A year later, it hired most of them back. The year revealed what the efficiency metric did not. A leadership team in transition, even for four to six weeks, does not pause its impact on culture, pipeline, or year-end results while it waits for Q1 to address development. The organizations that discover this in November almost always trace it back to a decision made in July.

The organizations that finish strong are not the ones that avoided hard decisions. They are the ones that stayed curious about what those decisions were actually building. They did not rest on a belief that dysfunction is what it is. They kept asking the harder questions. Not just are we hitting the numbers? Are we building something worth sustaining into next year?

The Conversation Worth Having Before Budgets Are Finalized

At Saterman Connect, we believe the 5 Cs of effective leadership and teamwork: Communication, Collaboration, Curiosity, Change, and Commitment, are not a development framework alone. They are what organizational health looks like in practice, at every level, in every quarter. Arrive. Drive. Thrive.Ā® was built to meet leaders where they are and develop them toward where the organization needs them to go. Whether someone is stepping into people leadership for the first time, navigating complexity in the critical middle of the business, or shaping culture and strategy at the enterprise level, the development looks different because the work looks different. One shared framework. Three distinct stages. A complete leadership picture.

Before the Planning Session Ends

Don’t leave the room with a plan for what the business needs to achieve without an equally clear plan for what your leaders need to do differently to achieve it.

Most organizations are quite good at identifying what needs to change: revenue targets, operating models, technology investments, efficiency gains, growth priorities. Far fewer stop to ask whether their leaders are equipped to deliver those changes. A CEO might see it as an execution problem. A CFO might see it as a productivity or investment problem. A CHRO might see it as a leadership capability problem. They are often looking at the same underlying issue from three different seats, and without a shared conversation about leadership readiness, each of them will address only the piece they can see from where they sit.

So before the planning session ends, one question worth asking of everyone in the room: what are we asking our leaders to deliver next year that they are not yet prepared to deliver today?

That question moves leadership development out of the category of a discretionary HR program and into the conversation about what it will actually take to execute the business strategy. It creates a practical next step: identify the two or three leadership behaviors that will matter most to delivering the 2027 plan, and then decide how the organization will build and reinforce them before the year gets away from everyone again.

The investment in leadership development is not being made because developing people is inherently good. It is being made because leadership capacity either keeps pace with business ambition or it quietly becomes the thing that holds the strategy back. That is a conversation worth having before budgets are finalized. Not after.

As You Head Into Q4, These Are the Questions Worth Sitting With:

  • What are you measuring that tells you your leaders are ready for what you are asking them to deliver?
  • What did this year reveal about your culture that your strategy did not anticipate?
  • Are your leaders being developed or just being watched?
  • Does your Q4 plan account for what your leaders need to do differently to execute it?
  • What are you asking your leaders to deliver in 2027 that they are not yet prepared to deliver today?

Related Insights

Shopping Cart