Expertise · Scope and timing

Who in the team must participate to ensure the strategy is not shelved?

Bringing the right people into the room from the beginning is essential for the brand strategy to be truly executed, not just presented.

Quick summary

It is mandatory to have the founder or the final decision-maker present in all closing meetings, as their absence can lead to strategies being overturned later because no one feels ownership. Additionally, heads of marketing, sales, and product need to participate in the positioning closure because they are the ones who turn positioning into content, greetings, and experiences every day. The person holding customer and market data should participate in the input phase, but does not need to be present throughout the entire process.

Quick comparison
You should choose this direction when
  • a decision-maker must be present at the final meeting
  • There should be heads of marketing, sales, and product as they execute daily.
  • Participate in the input phase: the person holding customer and market data.
Not needed when.
  • founder fully delegating and then overturning the results
  • inviting too many people from every department, making it hard to finalize anything

A brand strategy that is shelved is often not due to poor content. A more common reason is having the wrong people in the room: the executors are not consulted, decision-makers only look at the final slides, and as a result, no one truly feels that the strategy belongs to them. Sinh Vũ sets a hard boundary in the process: the right people must be in the room from the very first meeting.

The mandatory role is present.

There is a simple question to determine who needs to be in the strategy meeting: who has the authority to veto this positioning later? That person must be present from the beginning.

  • Founder or final decision-maker. They not only approve but also will defend the positioning in case of internal disputes later. If they do not participate in the process, the strategy will always feel like "the consultant's" rather than "theirs," making it easy to overturn without clear reasons.
  • Marketing manager. The person who turns positioning into messaging, content, and campaigns. If they do not co-create the positioning from the start, every subsequent brief carries the risk of going off track.
  • Sales manager. The person who uses positioning to persuade customers every day. Without them, positioning often only exists on paper but fails to reach the front lines.
  • Product or service manager. The person who verifies whether the positioning is truly supported by the product. This role is often overlooked and is also the reason why brands promise one thing while the product delivers another.

The role of participation in the input phase

Not everyone who holds important information needs to be present throughout the process. Those with field data, specifically customer service staff, research teams, or operations departments, should be interviewed before the workshop to gather input. Keeping them in the room all day often creates two issues: they may hesitate to speak up in front of superiors, or they may steer the session into minor issues instead of strategic questions.

Sinh Vũ often conducts individual interviews with two to three key leaders and frontline representatives in the initial phase, before entering the workshop to finalize positioning.

Common errors regarding participants

Common scenario 1: Founder fully delegates. The marketing director or brand manager substitutes, then brings the results back for presentation. The founder does not grasp the process, so when reading the final slides, they feel alienated and start adjusting based on intuition, undermining the entire team's efforts. The strategy gets rewritten or shelved because no one has enough authority to defend it. Common scenario 2: Only inviting marketing, neglecting sales and product. Positioning is beautifully finalized from a communication standpoint, but the sales team cannot use it because the language does not match the sales reality, and the product team cannot prove the brand promise through actual features. Result: marketing says one thing, sales says another, and customers see contradictions.

A strategy only produces results when it is written for execution, not just for presentation and then shelved. To execute effectively, both the executors and decision-makers must be involved in the process to see themselves in it.

Sinh Vũ internal process perspective, inheriting Keller's POD framework and April Dunford's competitive alternatives.

Avoid the trap of overcrowded meetings

Inviting too many people is the opposite mistake but leads to the same result: nothing gets finalized. When there are too many voices and no one takes final responsibility, the meeting turns into a collective feedback session, and the final positioning becomes a diluted version of many opinions, lacking the sharpness to create differentiation.

Practice principle: only invite those who fall into one of two groups, decision-makers or those who will execute directly. Anyone who does not fall into either group should receive a summary later, no need to attend directly.

Sinh Vũ's viewpoint

Sinh Vũ views participant composition not as a meeting schedule issue but as a process design issue. Sinh Vũ's process begins with interviewing two to three founders and key leaders, and at its fullest, includes a two-day workshop with the leadership team, ensuring that those who will execute co-create the positioning. The goal is not to produce a beautiful document set, but to ensure marketing, sales, and product leave the workshop with a shared understanding of "who we are, who we serve, and why they choose us" without needing to read additional explanatory materials.

Once the right people are in the room, the strategy does not need to be "rolled down" afterward because it has been built by those who will live with it.

The tool brings back.

Decision checklist

Topic: Who in the team must participate in brand strategy. Sinh Vũ guide, sinhvu.com

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If you have marked most of the signs above, this is the time to discuss in more detail. Sinh Vũ can help you review and propose a direction.

References

Sinh Vũ S1: internal process perspective and Brand Strategy service document. Inherited Keller's POD (Points of Difference) framework and April Dunford's competitive alternatives theory.

Frequently asked questions

If the founder is busy, can they delegate to the marketing director instead?

Complete delegation is the biggest risk Sinh Vũ often encounters. If the founder is not involved in the process, they won’t grasp it, and when they see the final results, they may easily reject or adjust based on their own intuition, wasting the team's effort. Practical solution: if you cannot arrange two consecutive days, prioritize having the founder present at least during the positioning finalization meeting, even if just for half a day.

Should we invite frontline employees like retail sales or customer service to the workshop?

Frontline data is valuable, but it should be gathered through interviews before the workshop, not by having them sit all day. Frontline employees often hesitate to speak in front of superiors or conversely dilute the meeting with trivial situations. Gather their input first, then let leadership finalize the strategy.

How many people are ideal for a strategic workshop?

There is no hard number, but Sinh Vũ qualitatively observes that overcrowded rooms dilute decision-making. The practical principle: only invite decision-makers or those who will execute directly. Those who do not fall into either of these roles should receive a summary afterward, without needing to attend directly.

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