A framework to quantitatively measure likelihood of success of a business strategy leading to a performance leap.
Endowment - size of the company (revenue) more is better - debt (less is better) - ratio of R&D to sales
Trends - Industry (overall profit growth) - Geography (be where top 40% of GDP growth is)
Moves - M&A (programatic, deals totaling 30% of market cap over 10 years) - Dynamic reallocation of resources - move 50% of capital to new areas over 10 years - Strong Capex - top 20% of industry - Productivity program - move OPEX to top 30% of industry - Differentiation - should be in the top 30% of gross margin
Bradley, C et al. (2018). Strategy Beyond the Hockey Stick: People, Probabilities, and Big Moves to Beat the Odds. Wiley.
One of many strategy frameworks including Playing to Win.