I started developing a visual tool for team facilitation of strategy development over two years ago, after I learned the Playing to Win framework from Roger Martin. I’ve always liked using good old paper and Post-Its, ever since I learned what was affectionately referred to as “the big paper process” when I was working with Toyota many years ago.
After dozens of iterations I’ve finally settled on a format that people find simple, fun, and effective. And for a limited time, I’m going to make it available free under a Creative Commons License, which essentially means you can use and tweak it providing you include attribution, and don’t try to monetize it in any way.
Here’s what it looks like. It captures the entire strategy formulation process, including the identification of the key strategic issue, reverse engineering, and initial test design, as detailed in Roger Martin and A.G. Lafley’s book, Playing to Win. (Disclosure: Roger Martin has seen the various iterations and advised me on changes.)