Case Study, Knowledge

How we found 3 immediately relevant pivot paths for a stuck company โ€” within a 5-hour workshop

I just wrapped up a workshop with a tech startup that hit a flat growth phase.

Let’s call that company ACME 1.

The management team of ACME 1 came to me with a bunch of ideas, questions & vague hypotheses on what to do next.

Clearly, they were stuck.

To top it off, one of their investors was pushing them in a direction that didn’t feel right to them.

Before we got into any pivot discussions, I checked the first thing that matters:

๐Ÿญ. โ€œ๐——๐—ผ๐—ฒ๐˜€ ๐˜๐—ต๐—ฒ ๐—ฐ๐—ผ๐—บ๐—ฝ๐—ฎ๐—ป๐˜† ๐—ต๐—ฎ๐˜ƒ๐—ฒ ๐—ฒ๐—ป๐—ผ๐˜‚๐—ด๐—ต ๐—ฟ๐˜‚๐—ป๐˜„๐—ฎ๐˜†?โ€

In my experience, you need 12 months of cash to experiment properly.

If that’s a no (andย even if yes), see if you can reduce the burn rate and extend your runway.

Luckily, ACME 1 had 18+ months of runway, check โœ…

๐Ÿฎ. ๐—–๐—ผ๐—น๐—น๐—ฒ๐—ฐ๐˜ ๐—ฑ๐—ฎ๐˜๐—ฎ

Next, I proposed to establish a solid basis for discussion.

This is where the Pivotal Framework comes in: It helps cut through the guesswork.

Essentially the first part of this framework consists of 60 questions covering all major areas of the Business Model Canvas: Value Proposition, Front Stage, Back Stage and the Profit Formula Area.

ACME 1 invited nine decision makers to answer those questions:

4 internal specialists from ACME 1
and 5 external experts.

Each person had to rate each question on a scale of -3 to +3.

๐Ÿฏ. ๐—ง๐˜‚๐—ฟ๐—ป๐—ถ๐—ป๐—ด ๐—ฑ๐—ฎ๐˜๐—ฎ ๐—ถ๐—ป๐˜๐—ผ ๐—ฎ๐—ฐ๐˜๐—ถ๐—ผ๐—ป: ๐˜๐—ต๐—ฒ ๐˜„๐—ผ๐—ฟ๐—ธ๐˜€๐—ต๐—ผ๐—ฝ

Once we had gathered that data, my role was to moderate the discussion.

We went for a half day workshop.

Looking at the answers, we got straight to the strengths, weaknesses, opportunities & threats of ACME 1.

As always, some perceptions lined up. Others were all over the place.

A spread isnโ€™t a problem โ€” itโ€™s a signal. It showed us exactly where the biggest gaps and critical aligment areas were.

To make sense of it all, we used the โ€œPivotal Engineโ€ โ€” another tool of the framework:

The Engine suggest typical pivot paths a company could take based on patterns in their data.

For ACME 1, the engine flagged 10 (out of 49) promising paths worth a deeper look.

Youโ€™d think this is AI magic. But it’s really just a simple matching mechanism.

Next, the team did something smart. They split these 10 ideas into three buckets:

Exploit (do it now): Three immediate changes they can make. Tweak, expand, or cut activities immediately.

Experiment (test it out): Four ideas worth experimenting. They decided to use about 10% of their resources for these pivot patterns.

Explore (research more): Three paths needing more insights. They decided to arrange a series of calls with subject matter experts.

All of it happened in just five hours.

I’ll check back with the team in 3 months. (Will keep you posted).

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