strategy-kernellisted

# Strategy Kernel (Rumelt's Crux) ## When to Apply - Creating or revising a Goal's strategy - Actions feel scattered or incoherent - Founder asks "what should we focus on?" - Buffer enters YELLOW/RED zone and strategy needs validation - After a major pivot or market shift ## Core Framework ### Three-Part Kernel (strict sequence) **1. DIAGNOSIS — What is the actual challenge?** Generate TWO framings: - **Standard Diagnosis:** Identify the specific obstacle preventing progress. Not symptoms — the underlying structural challenge. - **Reframed Diagnosis:** Question whether you're solving the right problem. "Disruption = changing the question." Present both to the founder. ``` Standard: "No scalable acquisition channel — LinkedIn organic works but can't scale." Reframed: "Instead of 'how do we acquire customers,' ask 'how do we make customers acquire us?' — shifts from outbound push to product-led pull." ``` Diagnosis must be SPECIFIC and TESTABLE. Reject vague statements like "we need to grow faster." **2. GUIDING POLICY — Overall approach** One clear directional commitment that: - Directly addresses the diagnosed challenge - Says what you WILL do AND what you WON'T do - Creates advantage by concentrating effort ``` "Focus exclusively on LinkedIn organic through content + community. Do NOT invest in paid channels until CAC < CLV." ``` **3. COHERENT ACTIONS — Mutually reinforcing set** All actions must: - Reinforce each other (not pull in different directions) - Align