Sample frameDay 089·Strategy · Focus

Good morning. Most strategies are lists of wishes. Today yours gets a crux.

Strategy.

The Crux

5 min read·Apply by lunch

The question

If you had to name the single hardest obstacle standing between your business and its next stage — one problem, stated in a sentence, not a list of ambitions — could you do it right now; and if you can't, why does a strategy document already exist that promises to get you past it?

The idea

Richard Rumelt, the UCLA strategy professor whose Good Strategy Bad Strategy (2011) demolished the mission-statement industry, returned in The Crux (2022) with a metaphor from his own rock climbing. On a serious ascent there is usually one pitch — the crux — that decides whether the route goes at all, and skilled climbers read the entire face by finding it first: everything else is approach. Strategy, Rumelt argues, is the same act. It does not begin with goals; it begins with diagnosis — identifying, out of everything difficult, the challenge that is both critical and addressable, then designing coherent action against that. The trap he spent two books naming is goal-driven strategy: the leadership offsite produces ambitions — double revenue, enter three markets, become the leading whatever — and calls them a strategy, when they are restatements of desire with no argument about the obstacle in the way. Most people set destinations and skip the route. The strategist's first output is not a goal; it is a problem, chosen well.

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