1) The Framework
Write the Thesis
- Posture: where we play (segments, geographies, channels).
- Edge: capability or asset that compounds (cost, speed, brand, data).
- Horizon: 12–36 month line of sight; what “good” looks like.
Name the Non-Goals
- What we will not pursue (markets, products, partnerships).
- Constraints we accept (capital, risk, regulatory).
- Kill criteria for pilots and programs.
Make it Testable
- Attach lead/lag metrics and owners.
- Define decision rights & cadences to act on signals.
- Draft the first three portfolio bets that express the thesis.