All posts in Business Strategy

Cut Costs With This Free Strategic Planning Template

Strategy director holding a precision compass for organizational planning

Strategic planning is the process of choosing a long-term direction, turning it into goals and measurable actions, and deciding how progress will be reviewed. A practical strategic plan connects your mission and priorities to owners, projects, key performance indicators, and deadlines.

This free strategic planning template guides that work from initial discussion through development, approval, and regular review. Use it to document the plan, keep responsibility visible, cut costs caused by scattered work and unclear priorities, and adjust execution when evidence changes.

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Hoshin Kanri: Gain a Competitive Advantage With This Lean Management Approach (Free Template)

Operations strategy leader aligning objectives on a physical Hoshin X-matrix board

Hoshin Kanri is a seven-step strategy deployment method that connects an organization’s long-term direction to annual objectives, team priorities, measurable targets, and accountable owners. Also called Hoshin planning or policy deployment, it gives leaders and frontline teams a shared system for deciding what matters and translating it into action.

The method combines breakthrough objectives, two-way catchball conversations, the Hoshin X matrix, and the Plan-Do-Check-Act cycle. The result is not a static annual plan. It is a recurring management rhythm for aligning resources, reviewing evidence, solving problems, and learning from execution.

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Business Tooth and Claw, Corporate Strategy to Win the War

Header image: Corporate Strategy: Tooth and Claw

Corporate strategy sets the overall direction of an organization: which businesses and markets it will compete in, how resources will be allocated, how the portfolio fits together, and what tradeoffs leadership is willing to make.

Those choices matter because business can be tooth and claw. In tooth-and-claw corporate competition, strategy helps the organization win the war for focus without treating every tactical move as a separate battle. A strong strategy aligns structure, resources, and execution before competition exposes the gaps.

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Communication Plan: How to Prepare for (and Prevent) Disaster

Communication plan prevents disaster with a prepared response operator and emergency broadcast equipment

Who is Kanye West? A musical genius, a passionate campaigner, or a spontaneous communicator whose unplanned words can outrun their intent? Celebrity outbursts make vivid examples, but the underlying risk applies to any organization: a message sent without a plan can damage trust before anyone has time to correct it.

A strong communication plan replaces improvisation with clear audiences, messages, owners, channels, timing, approvals, and feedback. It helps a team prepare for and prevent disaster during everyday work, campaigns, and crises, when speed matters but accuracy matters more.

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Airbnb’s Growth Strategy: How to Make $3.4B in ARR & IPO During A Pandemic

Black-and-white photo of a business strategist presenting a scale model of a modern short-stay house, illustrating Airbnb's growth strategy

I’m writing a post about Airbnb, from an Airbnb.

Ironic yes, but not unlikely.

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9 Time-Tested Business Lessons From Greek Philosophers

Modern operations leader examining an ancient Greek philosopher relief

“Those who cannot remember the past are condemned to repeat it,” wrote George Santayana. Business mistakes are rarely that dramatic, but the principle still applies: someone has already tested a similar idea, process, or organization and left clues about what worked.

Greek philosophers were not management consultants, but their arguments about truth, virtue, failure, and reason map surprisingly well onto business. These nine thinkers offer practical ways to question assumptions, improve processes, manage risk, learn from setbacks, build stronger cultures, and make better decisions. The stranger stories make the lessons easier to remember.

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89% of Execs Swear By BizOps for Advanced Decision Making in Their Org (Plus Checklists!)

BizOps leader calibrating a decision instrument for advanced decision making

BizOps, short for business operations, is the operating layer that turns strategy into decisions, owners, metrics, and repeatable work. The case for it is still simple: PMI’s 2018 Pulse of the Profession reported that organizations waste 9.9% of every dollar because of poor project performance, and a Broadcom / Harvard Business Review Analytic Services survey found that 89% of executives said BizOps could significantly improve decision making by improving collaboration between IT and business teams.

That matters even more now that operations teams use automation, analytics, and AI agents to make decisions closer to the work. This is why execs swear by BizOps in a modern org: advanced decision making plus checklists turns strategy into follow-through. A strong BizOps function gives leaders one place to connect strategy and operations, test whether initiatives are working, and turn the answer into workflows people actually follow.
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5 Tips to Make Your Customer Success Vectors Actual Vectors (KSIs Not KPIs)

Header image: Customer Success Vectors

Customer success metrics usually tell you where an account is right now. A customer health score can show risk, engagement, sentiment, support load, and account value. That snapshot matters, but it does not show whether the customer is moving toward the outcome they actually bought your product to achieve.

That is where customer success vectors are useful. A customer success vector adds direction and magnitude to your customer success KPIs: where the customer is today, where they need to go, and how quickly they are moving toward that desired outcome.

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4 Customer Success Metrics to Inform Your Product-Led (Expansion) Growth Strategy

Header image: Product-Led Expansion Metrics

Product-led growth changes the customer success job. Instead of waiting for an account manager to create every next step, customers discover value inside the product, adoption data shows where momentum is building, and the customer success team turns those signals into repeatable expansion plays.

The best product-led customer success metrics connect that motion end to end: acquisition, adoption, retention, and expansion. They inform product-led expansion growth strategy, reduce customer acquisition cost, improve customer lifetime value, and build expansion revenue without losing the human workflows behind customer outcomes.

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The Top 4 Levers That Drive 80% of Value Capture in Successful Acquisitions

Four Levers of Value Capture, illustrated as a person pulling a mechanical lever

Value capture is the whole point of an acquisition. Companies will spend more than $2 trillion on M&A this year, and most of that capital will fail to do what the deal memo promised. Harvard Business Review puts the failure rate at 70 to 90 percent. Deloitte’s 2025 M&A study found 47% of executives admit their last deal underperformed expectations. The work that separates the winners from the losers is not the deal. It is the four operating decisions that follow it.

When the strategy is wrong, the cleanest version of acquisitions like Daimler Chrysler and Sprint/Nextel stick to a balance sheet for a generation. When it is right, you end up looking like the Apple of acquisitions: dozens of quiet bolt-ons, a clear thesis, and compounding value year after year. The difference comes down to four levers that drive roughly 80% of the value capture in successful deals.

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