Assess whether current strategy is working
Reviews win rates, deal mix, margin, and market signals against the firm's positioning to judge where to double down, pivot, or exit — and translates the verdict into concrete updates.
In / outWin rates + deal mix + margin by service line + client feedback + market signals + positioning statement → verdict on what's working, what to change, and concrete updates to focus/pricing/growth plan
You might say…
“Strategy drift is usually invisible until something goes wrong. This surface the signal before it becomes a problem.”
What it does
Reviews win rates, deal mix, margin by service line, client feedback, and market signals against the firm's declared positioning, judging where to double down, pivot, or exit and translating the verdict into concrete updates to focus, pricing, or growth plan. Used in the periodic strategic appraisal.
Trigger: Use in the periodic strategic appraisal — annually or when a material shift in win rates, deal mix, or market conditions warrants a review.
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The primitives are the commodity part. The fastest next step is a conversation about composing them into something that works for you.
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