TBM 384: Prioritization Starts With Strategic Prioritization

This post is an attempt to bring together:
  • The four benefit types: increase revenue, protect revenue, decrease costs, protect costs
  • Drivers that influence those benefit types
  • Sources of downward pressure and decay
  • Leverage
  • Helmer’s 7 Powers (and other strategic frameworks)
  • The lifecycle of strategic advantage(s)
  • …all the way to prioritization
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Here are the key takeaways from "TBM 384: Prioritization Starts With Strategic Prioritization" by John Cutler:
  • Strategic prioritization is foundational: All prioritization is, at its core, strategic. Every decision is a choice that inherently sets priorities.
  • Four benefit types frame business intent:
    • Increase revenue
    • Protect revenue
    • Decrease costs
    • Protect costs
      • All investments should tie back to one of these categories, which are essential for business clarity.
  • Key drivers for each benefit type:
    • Expand market reach or segments (new geos, segments, channels)
    • Increase value delivered (new products, bundles, innovation)
    • Grow spending from existing customers (upsell, cross-sell, pricing)
    • Change revenue models (subscriptions, platforms, M&A)
      • These drivers are fundamental levers available to any business.
  • Downward pressure and decay:
    • Competitive markets and time create "downward pressure" that erodes advantages (e.g., market saturation, efficiency gains plateauing).
    • Advantage naturally decays as competitors catch up and customers adapt.
  • Leverage is critical:
    • Leverage refers to investments that compound or create moats—making advantages more durable.
    • Some wins are short-term (with little leverage), while others reinforce enduring strengths.
  • Strategic Powers counteract decay (Helmer’s 7 Powers):
    • Building durable advantages (e.g., Network Effects, Scale, Branding) is key to resisting competitive erosion.
    • Strategic power is costly and organizations must choose a few areas to focus and defend.
  • Lifecycle of strategic advantage:
    • Discovery → Growth → Extraction → Erosion
    • Advantages evolve; resisting erosion requires maintenance and adaptation.
  • Portfolio mindset:
    • Companies should view their bets as a portfolio spread across discovery, growth, extraction, and preservation.
    • Not all areas merit equal focus; concentrate on areas with potential for lasting leverage.
  • Prioritization done right:
    • Anchor prioritization debates in what truly drives benefits and counters decay.
    • Focus on magnitude, timing, time sensitivity, confidence, and opportunity costs.
    • Prioritize drivers with clear, strategic intent and consider the portfolio of power bets.
  • Customer-centric leverage:
    • Helping customers achieve compounding advantages strengthens the company’s position as well.
In summary: Effective prioritization is inseparable from strategy. Start by understanding the core benefit types, the fundamental drivers, and counteracting the natural decay of advantage by creating focused, durable leverage. Maintain a portfolio perspective, and ensure prioritization is meaningfully anchored in strategic context rather than vague notions of “value.”
  1. https://cutlefish.substack.com/p/tbm-384-prioritization-starts-with