Approach

No templates to fill out, and no one-size-fits-all operating system. Instead, a tested framework that requires deep qualitative and quantitative investigation into the root cause of the problem, and a realistic assessment of how the organization can fix it as quickly as possible.

A simple framework in concept, but success requires deep candor, hard choices, and unwavering commitment to the agreed-upon actions.

  1. 1

    Diagnose deeply

    Get to core issues

    1. 1.1Are they operational or strategic?
    2. 1.2If strategic: is it environmental (customer behavior or value chain change) or competitive dynamic?
    3. 1.3If operational: is it people or process/systems?
    4. 1.4How much time (and cash) do you have to fix?
    5. 1.5Realistic assessment of company’s core skills and resources
  2. 2

    Develop strategic solution to directly solve the core issue

    High level policy

  3. 3

    Build out step by step execution plan

    1. 3.1Steps need to compound
    2. 3.2Checkpoints/feedback points to confirm the policy: how much can be prototyped and tested vs. one way door decisions
  4. 4

    Align resources, focus company leadership, reduce other priorities

  5. 5

    Mistakes to watch for

    1. 5.1Dressing up goals as strategy
    2. 5.2Mistaking a strategic issue with an operational one
    3. 5.3Unrealistic timeline or skills/resources match
    4. 5.4Waiting too long to address
    5. 5.5Refusing to choose/truly prioritize
    6. 5.6Fill in templates vs. debate/judgment/discussion