CASE is a paradigm that integrates continuous planning, feedback, measurement, and execution into the strategy management process. CASE posits that strategy should evolve dynamically based on real-time data and honest feedback from all sources. This approach enables organizations to pivot quickly, seizing opportunities and mitigating risks as they arise.

Key Principles of CASE

  • Agility: Organizations revisit strategies and adjust continuously, not annually, allowing swift responses to change.
  • Engagement: This empowers all levels of the organization to contribute ideas and feedback, fostering innovation and providing leadership with invaluable and timely feedback.
  • Learning and Adaptation: Encourages iterative learning from successes and failures, ensuring strategies improve over time.
  • Alignment and Execution: Ensures Execution and strategic goals are aligned, maintaining focus and coherence across the organization.

At its core, Continuous Adaptive Strategy Execution (CASE) embodies pragmatic wisdom, challenging the outdated practice of annual strategy formulation followed by a company-wide all-hands-meeting reveal. Dictating strategy to those who are masters of their craft, typically by rolling out a yearly roadmap like this, is as effective as offering unsolicited advice to a brain surgeon mid-operation—presuming, of course, that brain surgeons aren’t the primary audience of this book.

CASE is an engine for perpetual feedback, drawing insights from customers, competitors, developers, sales staff, and even AI like ChatGPT. It’s not merely about gathering this feedback but strategically employing it to refine and adapt strategies continuously.

Here is a visual depiction of CASE –

CASE unfolds across three interconnected loops, each a critical phase in the organization’s journey toward resilience and success:

  1. Strategy Loop: Leadership crafts and hones the long-term vision, sets a unified direction and defines success in every decision.
  2. Adapt Loop: This loop integrates feedback and data into the strategic framework, fine-tuning actions to hasten the achievement of goals and the realization of the vision.
  3. Delivery Loop: This is where teams turn ideas and actions into tangible outcomes—products or services. Delivery is essential for learning and adapting; it’s the practical step towards actualizing strategic ambitions.

These loops, while diagrammatically sequential for simplicity’s sake, operate far more dynamically in practice. The initial adherence to sequence soon leads to more agile, direct paths as the organization learns to navigate the process more intuitively. This flexibility—knowing when to deviate from the set path—is the ultimate aim of CASE, providing just enough procedural guidance to recognize when it’s best set aside. Achieving this level of adaptability is the essence of CASE, marking the transition from rigid adherence to fluid, effective strategy execution.

Skill Competency Scale

The Case for CASE

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