Insights

Working notes from the practice.

Essays and working papers on the decisions leadership teams actually face — written from engagements, not from the balcony. No frameworks for their own sake; no listicles at all.

Featured essay

Strategy11 min read

Most strategic failures are not failures of judgment. They are failures of framing — the choice was made before anyone agreed on what was actually being decided.

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The index

All essays and working papers

Strategy

Strategy Is a Sequence, Not a Slide

A strategy document describes a destination. A working strategy is an ordered set of commitments — and the order is where strategies succeed or fail.

8 min read

Growth

Winning a Market You Never Chose

Growth rarely fails loudly. It fails quietly, in segments that were never deliberately selected, at prices that were never set with intent.

9 min read

Governance

What Boards Actually Owe Management

The board's most valuable contribution is not oversight of the answers. It is insistence on the quality of the questions management is answering.

8 min read

Strategy

The Cost of Ambiguity

Ambiguity doesn't paralyze organizations. It lets every function proceed on its own private interpretation — until the interpretations collide.

6 min read

Growth

Market Entry Is a Portfolio Decision

Every entry proposal looks reasonable in isolation. The question a leadership team should ask is what the portfolio of bets is doing to the core.

8 min read

Governance

When to Retire a Legacy Metric

Metrics outlive the decisions they were built to inform. Keeping one past its purpose doesn't preserve discipline — it substitutes for it.

6 min read

Working papers

Working papers, before publication.

Our longer working papers circulate to a private list before they appear here — anonymized engagement notes, decision frames, and the arguments we couldn't publish. We send them a few times a year. Nothing else, ever.

We keep your address for this list only. No sharing, no marketing drip.