Playmaker Briefs

I am a problem-solver by nature. My goal with this periodic brief is to cut through the noise we live in and deliver at least one original thought that stays ahead of mainstream consensus. Playmaker Briefs are a small-group email dispatch specifically for investment teams, executives, and trusted thought partners. Below are some examples. Sign up to receive them regularly via email.

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Strategic planning is strategy-led planning, not financial planning

September 17, 2024

As we fast approach the fourth quarter of 2024, I continue to focus on strategic planning and discuss the importance of a strategy-led plan for actionability and practicality. Starting with a strategy is not easy, but creating a plan anchored to financial targets increases the probability that the company will set off on an unsustainable path.

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Strategic planning is the eye of the evolutionary storm.

September 9, 2024

It's September. Most companies follow a January through December fiscal year and go through a strategic planning exercise starting just about now. So, we will focus on strategic planning for the next few issues of this newsletter.

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