The Strategy Workbook idea came from an event several years ago.  While planning I came across a task I had created that read “Cut and Paste New Strategy”. I was mortified. Was this what I thought of DBI, the firm I had grown from nothing since 2009? Was this what I thought of my employees, too simply plod along doing the same thing but hoping for different results? That day in December of 2017 I decided to make a change. I had to do better.

While I tried several things the tool that I found that worked best (best measured by achieving or exceeding a goal) is what we call the strategy workbook.

In this Design+Dialogue I talk at a high level about what the strategy workbook is and how we use them.