Hi.
I’ve shared two frameworks with you:’
- CFA
- The Strategy Stack
Today, I want to give you a gift to start putting these ideas to work in your business.
The Strategy Stack: Strategic Health Scorecard.
How Healthy Is Your Strategy?
Have you ever had the feeling?
Something isn’t right.
Revenue is steady. But it is harder to meet your goals.
Customers aren’t leaving. But you can’t shake the feeling that they might.
You aren’t alone.
Every organization gets to this point. Strategic drift.
The key is what you do once you notice the drift.
The Problem
Most leaders wait…too long.
Revenue drops. Customers leave. Employees quit. Then, the board asks hard questions.
By then, the drift has turned into damage.
Waiting feels easier, less costly…until it doesn’t.
The Tool
The Strategic Health Scorecard is a diagnostic. A tool.
Based on real businesses. Real leaders.
The challenges they’ve faced.
The Strategic Drift they’ve encountered.
Twenty questions. Five dimensions of focus. Ten minutes.
It is a flashlight to show you where to look.
· Vision & Direction: Where are you going?
· Customer Insight: Who is it for?
· Differentiation & Value: Why us?
· Resources & Capacity: What do you need to be successful?
· Execution & Adaptation: What are you going to do?
How to Use It
This is for you. Be honest…with yourself.
This is a mirror. A moment of clarity.
Answer the questions quickly. Your first instinct is usually right. Go with it.
Look for low scores. That’s where the drift is. Start there.
Before You Begin
Are you ready to deal with the drift?
Start below.
Dimension 1: Vision & Direction
Does your business know where it’s going? Why?
1. Do you know what success looks like? Is it so obvious that you can say definitively “yes” or “no” when you see it?
2. Does this definition allow you to say “yes” and “no” with confidence?
3. Do you regularly review and reaffirm your direction? Annually? More frequently? (The flip side of this is you have a strategy document that collects dust, real or metaphorical)
4. Is there alignment between your definition of success and your actions and resource allocation?
Dimension 2: Customer Insight
Does your business understand your customers?
1. Do you know who your customer really is? Can you name specific people who fit your “ideal” customer?
2. How often do you talk to your customers? One on one? Small groups? Surveys?
3. Does your understanding of the customer drive your product/service decisions?
4. Do you know the warning signs that a customer is unhappy and might leave?
Dimension 3: Differentiation & Value
Does your business stand out? Or are you just one of many?
1. Do you know why your customers choose you? Can you say it in plain English?
2. Is this “Why Us?” statement unique to your main competition? Do you sound like everyone else?
3. Do your customers describe you the way you want them to?
4. Do you price according to your value? Or do you follow the herd in your market segment?
Dimension 4: Resources & Capacity
Can your business deliver?
1. Do you have the resources you need to deliver on your strategy?
2. Do you have the money to invest in what matters? People? Sales? Marketing? Product?
3. Is there a gap between what you require to deliver and your current capacity? Will you close it? Do the best you can?
4. Are your systems and processes strong enough to be consistent?
Dimension 5: Execution & Adaptation
Does your business take action? Learn? Adjust? Grow?
1. Do you have a clear set of actions?
2. Are these actions focused on your goals? Or are you chasing shiny objects?
3. Do you take action and review what happened? Adjusting based on feedback?
4. Do you deal with adversity constructively? As a learning opportunity? Panic?
Scoring
Each question:
· 1: No. Not us. Not even close.
· 2: Barely. We talk about this, but don’t do it.
· 3: Meh. Maybe, yeah. Maybe, no.
· 4: Mostly: We do this. We miss sometimes, but we are on the right track.
· 5: Yes. This is us.
Interpretation
90-100: Strategic Clarity. You are on the right track. Protect this moment. Don’t be afraid to say “no” to everything that doesn’t fit.
75-89: Good, not great. You have strength. But don’t get complacent. Drift begins with “good enough.”
50-74: Danger. Drift has begun. You may not recognize it, but you feel something isn’t right. Take action before its too late.
Below 50: Emergency. Hope isn’t a strategy. You need a complete strategic audit. Don’t wait.
Now What?
You have your score.
Where do you stand?
Diagnosis must lead to action.
What are you going to change?
Hit reply and tell me your score. Tell me your biggest challenge.
We can work out a next step together.
Thanks for being here.
Dave