SME Strategy Leadership, Management and Strategy

The Risks of Having AI Create Your Strategic Plan FOR You: The Case for Alignment First (and AI Second)

Written by Jenna Sedmak | November 07

With AI (or more accurately, Large Language Models or LLMs) such as ChatGPT, Claude, or Gemini, becoming ubiquitous, it can be tempting to utilize these tools to CREATE our work for us rather than to SUPPORT us with refining it. 

It may seem like a great idea to task AI with creating your organizational strategic plan, as these tools can develop something fast and with ease, while integrating vast amounts of data. Without having to make any active decisions or take significant time out of your workday, you can develop a strategic plan that looks great on paper. 

On the other hand, just because you have a strategic plan that looks great on paper, that doesn’t mean you can implement it. There are several potential impacts and risks that can occur when leaders utilize AI to create (rather than support with) their strategic plans. These include:

  • Lack of leadership team and organizational alignment around critical outcomes & actions if the team is not involved in discussions around an ideal future or consulted around how to reach this destination.
  • Lack of ownership, buy-in, and accountability for key initiatives if leaders and their teams are not involved in crafting them.
  • Lack of context, understanding or memory of key strategic plan elements (e.g. vision, mission, values, priorities, goals, projects & actions) if leaders and their teams do not spend time discussing and reflecting on where they want to go and how they want to get there.

    Additionally, with shallow contextual understanding, plan elements that are more nuanced, such as how values and behaviours influence collaboration and performance, may lead to misalignment between expectations and results.
  • Lack of cognitive engagement and strategic thinking that may result in an inability to assess progress and pivot or adjust course when needed, resulting in a static strategic plan that people don’t know how to adapt.
  • Lack of input and expertise from key internal stakeholders that considers unique organizational context as well as local or regional considerations which can result in generalized strategy that is not tailored to your organization. 

Research That Highlights The Risks of Turning to AI First: 

A recent study from MIT’s Media Lab (2025) highlighted several risks associated with turning to AI first, before executing critical thinking, while developing any type of research project. While focused on academic work, these risks can equally be analyzed within the context of a business environment. 

One critical finding revealed that individuals who conducted firsthand research (e.g. articles, books) before turning to AI demonstrated stronger memories around the core concepts and findings as well as direct quotes from their own writing. A second group who primarily utilized search engines to support their research still demonstrated an overall strong ability to recall core concepts. Conversely, the third group: those who immediately utilized AI to complete the research for them were only able to recall minimal information and key research concepts, and faced challenges when trying to recall a direct quote from their own writing, mere minutes after completing the work! 

Another impactful finding highlighted that individuals who completed firsthand research demonstrated high levels of ownership and passion for their work, and those who utilized search engines demonstrated only slightly lower ownership. On the other hand, those who utilized AI to do their research for them did not demonstrate accountability, ownership or passion for their research. 

Additionally, when using an EEG monitor, researchers found that those who used AI first had the lowest brain engagement when compared with those who completed research without the use of online tools and those who utilized search engines to support their research. As quoted from the original research in Time (2025), “ChatGPT users had the lowest brain engagement and ‘consistently underperformed at neural, linguistic, and behavioral levels.’ Over the course of several months, ChatGPT users got lazier with each subsequent essay, often resorting to copy-and-paste by the end of the study.”

For those who are interested in learning more about this research but do not wish to read the full study,
Neil DeGrasse Tyson’s StarTalks YouTube channel unpacks this research with their
guest Nataliya Kosmyna, a research scientist from MIT Media Lab. 

The Impact of this research on strategic plan development & implementation

The reason this study is influential when considering strategic planning is because in order to successfully develop and implement a strategic plan, leaders and their teams need to have clarity, alignment and an understanding of where they want to be 3-5 years into the future. When leaders outsource strategic and critical thinking to AI, they bypass the deep analytical and creative processes needed to develop an innovative and aligned strategy. 

Additionally, in order to maintain alignment after developing a strategic plan, leaders and their teams need to be able to remember this work and the WHY behind it in order to successfully implement it. For the work to move forward with cohesion, teams need to have high levels of ownership and accountability for this work and demonstrate commitment to driving it forward. Teams are far less likely to feel ownership of a plan they didn’t co-create. Without personal involvement in the formulation process, accountability and motivation may suffer and result in a strategic plan that gets ‘shelved’. 

Supporting the Case for an ALIGNMENT first approach to strategic planning: 

While emerging research supports the case for alignment first, there are also case studies throughout history that highlight what can go wrong when critical strategic initiatives move forward without full clarity and alignment. 

While this case study below occurred before the ubiquity of AI, it serves as a reminder of the importance of leadership team clarity and alignment and the risks and costs associated with moving forward without it:

In 1999, NASA lost the $125 million Mars Climate Orbiter, not to a critical launch failure or an unexpected anomaly, but to something avoidable: a lack of team clarity and alignment.

Two engineering teams, one from NASA and one from its contractor, Lockheed Martin, each used different measurement systems to calculate thrust, one in metric units (newtons of force), the other in imperial (pounds of force). 

Both teams were technically “right” in their own frameworks, but because they did not align on a shared system and made the assumption that they were working in the same units, the spacecraft gradually drifted off course and entered Mars’ atmosphere at the wrong altitude and was ultimately destroyed. The mission failed: not from a lack of intelligence or effort, but from a lack of clarity and alignment that was discovered too late. 

This story offers a powerful lesson for leadership teams developing strategic plans. Just like NASA’s engineers, teams can be brilliant and capable, yet still fail if they’re not operating from a shared vision, mission, priorities, goals, and definitions of success metrics. When organizations turn to AI to create their strategic plan, they risk a similar kind of misalignment. The AI may generate something that looks cohesive, but without deep discussion and agreement among leaders, teams may interpret the plan differently, execute inconsistently, and ultimately miss the mark.

Once a leadership team has done the cognitive and collaborative “heavy lift” of aligning around their strategic plan, AI can then become an incredibly powerful tool to enhance and refine the plan. But without that alignment, even the smartest technology can steer a well-intentioned organization off course.


How to utilize AI to SUPPORT your strategic planning efforts

While the case for alignment first is clear (don’t use AI to create your strategic plan FOR you), there are still several benefits to using AI as a SUPPORTIVE TOOL when developing your strategy. 

The same research from MIT’s Media Lab showed that the user groups who completed their own research, including those who utilized search engines to support this, demonstrated that incorporating AI AFTER doing the cognitive heavy lifting actually enhanced brain activity and the ability to remember key concepts and to demonstrate ownership.

Therefore, once leaders and their teams are clear, aligned and bought into their strategic plan, AI can be useful to supplement, examine, refine, and enhance the strategic plan development and execution. 


Specific areas in the planning process that AI can SUPPORT with:

  • Before Strategic Planning:

    After leaders and their teams discuss key internal and external research considerations, they may then wish to utilize AI to support them in finding gaps and/or adding to their research to supplement stakeholder input. Some of the potential areas that AI can support with include:

    • Synthesizing your stakeholder engagement data by analyzing surveys, employee feedback, or customer reviews to uncover themes and patterns that your leadership team can consider prior to working through the strategic planning process
    • Supporting your external research to double check market trends, benchmarking and other comparative insights 
    • Analyzing and summarizing your leadership team’s previous strategic plan data such as performance data & KPIs and financials so participants come to the next cycle of planning aware of previous wins and challenges
  • Refining the Strategic Plan:

    Once a clear and aligned strategic plan is developed, leaders and their teams can turn to AI for support with some of the following activities:

    • Double checking for alignment and cohesion throughout the strategic plan: AI can review key plan elements to help review logical coherence, redundancy, or missing links between goals, KPIs, initiatives, and actions
    • Preparing for external audiences: AI can support with wordsmithing key strategic plan elements and to synthesize information to prepare for sharing it with an external audience. Additionally, it can support visual storytelling and graphic generation to make your strategic plan more digestible for external audiences
    • Refining objectives and SMART goals: while it’s ideal that your leadership team is aligned around key outcomes and objectives within the strategic planning process, AI can support you with refining these into SMART goals/KPIs

  • Implementing the strategic plan:

    While leaders will still need to carve out the time to critically assess progress and develop a communication cadence to support with the tracking, monitoring and reporting, there are ways that AI can support this critical assessment work:

    • Developing tracking tools: If you don’t already have a tracking dashboard to support your team with tracking, monitoring and reporting on your objectives and goals, AI can support you with developing tracking tools to support your monthly and quarterly strategic planning meetings
    • Knowledge management: AI can support with storing and retrieving strategic materials, lessons learned, and key decisions to support continuity and learning
    • Performing gap analyses: AI may be helpful by supporting with identifying potential organizational resource gaps in relation to your strategic plan as you work through the implementation process

SME Strategy’s Approach to Facilitating Aligned Strategy Development 

When your organization develops a 3 year strategic plan, consider that this 3-year plan will take 1095 days to implement; That’s 156 weeks that all the people responsible for executing the plan need to stay on the same page. If in week 6, people get misaligned and communication silos form (if it happened at NASA…) that’s 150 more weeks with folks working out of alignment, and therefore ineffectively.

At SME Strategy, we specialize in alignment.

We focus on both up-front alignment in the process of creating the strategic plan, as well as the ongoing alignment required to implement it successfully. Getting clarity and alignment as a group is systemic when you have a clear and specific process - reach out today for a consultation.