Tag: Stratagems

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The best strategy is to prevent stratagems

Strategy has military origins, where a series of skills and abilities were required to organise operations aimed at achieving victory for armies. Nowadays, strategy is discussed in relation to a myriad of topics that, on the surface, seem to have little to do with its military background. Perhaps what they have in common is that the need to be strategic stems from the cost of losing, which can sometimes be unbearable. In other words, strategy arises because we seek the best and most suitable means to guarantee the end goal, whether it be military victory or success in business, politics, or life.

In previous posts, I have analysed four ethical models associated with strategy: deontological, consequentialist, Machiavellian, and virtuous. It is time to take stock. To do so, I will draw on the distinction between strategy and stratagem.

There are several possible definitions of the first term, depending on the field (military, business, politics, game theory, etc.). I will adopt a definition that serves explanatory purposes. Strategy is the art and science of developing a plan and choosing the appropriate means to achieve the proposed goals.

On the other hand, the Spanish Royal Academy of Language defines stratagem as, in its first meaning, “a ruse of war” and, in its second meaning, “cunning, pretence and artful deception”. As can be seen, stratagem also has a military origin. The term “ruse” is defined by the Spanish Royal Academy of Language as “a device, a means skilfully and cleverly employed to achieve some end”.

One possible conclusion seems to be that, according to these definitions, skilful and cunningly employed device is more justified in war than in other areas. In other words, a stratagem in a military context is a ruse and, outside that context, it is artful deception.  The answer may lie in the fact that the objective of war is victory, but if it is not successful, military defeat and its dire consequences ensue. Also, because in military terms, we often talk about enemies and consider scenarios that economists refer to as zero-sum: what they lose, we gain, and vice versa.

Life is richer in nuances than war. People find themselves in situations of cooperation and conflict and develop their life plans to achieve their professional or personal goals. I mentioned in a previous post that we are all philosophers—we ask ourselves questions, we define our alpha and omega—and that we would be better off if we were all strategists. What role do stratagems play?

Here we will see the functionality of the ethical models analysed in previous posts. The deontological strategist condemns the use of stratagems because they have an element of deception. The two maxims of the deontological model are to always tell the truth and keep promises. We should walk a fine line to use a stratagem that complies with these two maxims and leads to success.

The consequentialist strategist evaluates actions based on their results or on the maximisation of a chosen variable – well-being, utility, money, happiness, etc. According to this model, stratagems will be valid depending on the consequences they produce. The key question is whether an artificial deception can be stable over time. A distinction should be made between interactions that occur once or over a longer period or are lifelong. The use of stratagems does not last over time because it increases the risk of being discovered and, therefore, would no longer produce the desired consequences.

The Machiavellian strategist is a specialist in stratagems, but authentic Machiavellianism consists precisely in not being noticed. Their vision is an art of simulation and dissimulation, the highest rule of which is the desire for success. The means are appropriate if they achieve the ends proposed. The Machiavellian strategist makes abundant use of cunning and pretence to achieve their goals. However, like the consequentialist, the passage of time increases the risk that their true actions and intentions may be discovered.

The virtuous strategist has an ambivalent position on stratagems. They can develop skills and dispositions that shape their character and involve pretence or cunning, but within known limits. According to the law of the middle term, virtue lies in moderation, never in excess. Furthermore, according to this view, not everything can be called a virtue; it is a pluralistic view, but not a relativistic one.

In summary, the deontological strategist condemns stratagems; the consequentialist strategist values stratagems based on the consequences they produce, fearing discovery over time; the Machiavellian strategist habitually uses stratagems while pretending not to; and the virtuous strategist may use stratagems, in moderation, but only if they can be considered virtues.

After these reflections, it can be said that the best strategy is to be wary of stratagems.

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Getting Past No

The Harvard negotiation method is explained in the famous book Getting to Yes, to which I have dedicated several posts. One of its authors, William Ury, elaborated on some of its concepts more specifically in his book Getting Past No, which has a very descriptive subtitle: Negotiating with difficult situations. From the outset Ury makes clear that it is not about negotiating with difficult people, but rather about how to negotiate in difficult situations.

In this post I will analyse some of the techniques in this book, as being able to identify them is the first step to act accordingly and counter their effect.

In Getting Past No, Ury proposes an insight strategy that addresses five elements: a) One’s reaction; b) The emotions of others; c) The position of others; d) The discontent of others; e) The power of others. The book is devoted to each of these elements. Here I will focus on the first, self-reaction.

The natural reactions to an attack by another person are to counterattack, to give in or to break off relations. The first option -counter-attacking- means responding on the same level as the other party and is usually negative and can lead to relationships becoming entrenched, especially when they become a succession of emails of grievances. The second option -giving in- means limiting bargaining power by maintaining a good personal relationship and can sometimes lead to some form of exploitation. Breaking off relations, the third option, is a radical way out of certain dissatisfactions in the relationship and, in most situations, is not justified.

In the face of these natural reactions, Ury proposes Don’t react: go to the balcony. This means that in negotiations, it is good to analyse situations from a distance, as if you were something unconnected. It is important to eliminate the emotional element that is implicit in all negotiations. In this regard, Ury says that getting on the balcony means letting go of natural impulses and emotions. If, during a negotiation, an emotional outburst occurs, it is advisable to let the emotions flow and, when appropriate, pick up where the meeting left off.

One of the basic functions of learning strategy, which underlies the spirit of the Minerva Strategy Blog, is to know how to identify the tactics of the other party, especially if they have a component of stratagem, deception, simulation, etc. It is important to know strategy so as not to be exploited by people who use tricks that are not what they seem.

An important step in dismantling such a tactic is to identify it and to reveal, during the negotiation, that it is being used. The first tactic Ury talks about is the stone wall. This tactic consists in not giving in. It involves conveying to the other party the firm conviction that there is no alternative to the proposed solution. It is an inflexible form of negotiation, which does not allow any kind of concession.

The way to go against the stone wall is to identify the tactic and conduct a thorough analysis of the interests and needs of the other side. For this analysis it is necessary to have your own statements and unbiased sources of information. The classic example is the purchase and sale of a flat, where, in addition to the information from the sellers, it is good to check the average price of the properties in the area with another agency.

The second stratagem is attacks, which is made up of pressure tactics designed to intimidate or make a party feel uncomfortable that will eventually lead them to give in. The most common is the threat where a negative consequence is presented if the alternative of not giving in is followed. The way to dismantle these threats is to analyse their credibility and act accordingly. Threats are sometimes made strategically without a real will to carry them out, only to change the will of the other party.

The third stratagem is trickery, which is a tactic aimed at deceiving a party. In these cases, biased or false information is often given. In the context of negotiations, the habit of impartial fact-checking is important and should not be seen as a symptom of mistrust, but as a professional way of proceeding.

Ury’s advice is that it is relevant to identify these tactics when they are used, but also not to be certain, but to see them as clues about the attitude and style of the other party.

It is also important to analyse yourself. This means that it is necessary to know one’s own emotions, and sometimes our facial gestures or body position can be more illustrative of our thoughts than we think. It is important to control emotions when dealing with relevant issues and especially that these emotions do not condition the final outcome.

In the context of negotiations, Ury advises on certain occasions to pause and be quiet. The pause can be used to step onto the balcony and take a distance. It can also serve to separate oneself from emotions and impulses. However, it is important to keep quiet because in these informal pauses a lot of information and even concessions are often offered to the other party.

Ury says to take time to think. It is relevant to analyse the various alternatives and the pros and cons of the various options in the negotiation. The joint and divergent interests of the parties should be explored because sometimes people with different interests can reach intelligent and cooperative agreements for both parties.

In the following passage, Ury advises against haste when it comes to important decisions. Major decisions require time, analysis, expert advice, and weighing up the advantages and disadvantages. It is not good to rush into something important, although it is also true that you should not let a good opportunity slip through your fingers. But we will only know that it is a good opportunity after having analysed other alternatives.

In short, Ury says that our natural impulse in the face of a difficult situation or person is to react, but that is also the worst mistake we can make. Instead of losing your temper or trying to get even, focus on getting what you want.