Strategy making

Strategy as text, cascade, scenarios, and the gap between talk and action.

Strategy making has the same shape as planning: a text that speaks for an organisation, and a body of action that may or may not follow it. The literature here is large, and it already makes most of Holagram's rules, one at a time. There are working methods for reading a strategy as a text: discourse analysis of a Finnish city's strategic plan (strategy-01), a performative reading of a city strategy (strategy-02) and a study of ambiguity in strategy texts (strategy-03). The case that no level sums up another is made from several sides: talk, decision and action are decoupled by design (strategy-06, strategy-07), realised strategy is the pattern in action and not the text (strategy-05), unit-level readers translate a strategy in their own routines (strategy-08), and a figure at one level distorts the level below it (strategy-15, strategy-16, strategy-17). Scenarios are the field's own labelled fiction. The best evidence on them is mixed, and the clearest failure was published because failures usually are not (strategy-09, strategy-10, strategy-11, strategy-12). A meta-analysis finds that formal planning helps on average (strategy-19), so a sceptical reading has to be earned text by text. What the literature does not offer is a protocol that keeps the reader and the tester apart and states the level of every claim. The main risk for Holagram is its own tallies: any count of held or broken entries can be gamed, as the metrics literature predicts.

Sources

What it implies for the proposals

Ideas to take

Give every strategy Entry a coupling pair: one line for policy-practice (is there a practice at unit level?) and one for means-ends (is anything traceable from that practice to the stated end?), and require the Reading to predict which coupling it expects.

Changes: Gives the Test register a template for strategy claims, separates 'gap found' from 'Reading broken', and answers the objection that a text-action gap is expected.

Risk: The pair becomes a scorecard (strategy-15, strategy-16): a tally of coupled and uncoupled claims will be read as a verdict on the organisation. Report pairs singly, never as a count.

Build the first study around a reconstructed stream of moves instead of a second document: choose three or four public streams (funding, appointments, purchases, closures) and date each move against the strategy's term. The realised strategy is the pattern the stream shows.

Changes: Lets the diagram carry a stream node beside the document node and moves the first study from reading one PDF to reading one organisation over time.

Risk: Public records are thin at unit level, and the reader chooses the streams, so the pattern can be an artefact of the choice. Name the streams before reading the strategy and log the choice as a Reading.

Mark ambiguous phrases in the strategy text and have the Reading predict how a named group at unit level will take each one; the Test reads that group's own documents. Treat strategic ambiguity as possibly working as designed.

Changes: Adds a text-level Entry type with a built-in Test at another level, and gives the rule 'ambiguity stays' a use: an ambiguous phrase is a place where readings can be tested, not a defect to be fixed.

Risk: Over-reading: every vague phrase becomes a hidden intent. Predictions have to be written before the unit-level documents are read.

Add a receptiveness interview and a stop rule to the care rules for any study inside a live organisation, and file defensive avoidance by the host as a named failure type.

Changes: Gives the care rules two concrete steps taken from published scenario failures, and a failure category the log can describe by kind and not by score.

Risk: The interview can screen out the organisations that most need a reading, and can itself become the intervention. Keep it to a few questions and record that it was asked.

Write wind-tunnel Entries: Alter writes two or three worlds, another reader tries a named move in each and records how their judgement of the move changes, and a second map after the exercise records what readers made of the Fiction.

Changes: Gives Fiction a testing role that never makes it evidence: the move is tested in the story, the story is not tested. The published experiments suggest judgement shifts with the move's fate in each world.

Risk: The controlled evidence runs through belief in a new strategy (strategy-12), so the exercise may persuade without informing. The Adversary's Test must follow, by a different hand.

Treat the Adversary as one of several arrangements against gaming and rotate them: authority (the outside reader), contestation (the Adversary) and the two less familiar arrangements Hood and Piotrowska call 'bafflement' and 'togetherness'. Record the mix in the failure log and change it between blocks.

Changes: Gives the care rules a basis in the gaming literature and explains why one safeguard is not enough: the authors say no single arrangement works and point to changing mixes.

Risk: More machinery than a three-week study carries.

Offer the Entry to practitioners as stamps on a steering room's four walls: Patterns carry Traces, Proven carries Test results, Promising carries Readings and Possible carries Fictions, and every item gets a level and a hand.

Changes: A route into forms that governance-innovation practitioners already run, and a way to show what the Entry adds: levels, separate hands, and a Test that someone else wrote.

Risk: The mapping is mine and may be forced: the walls are kinds of evidence, the registers are the status of one claim. Practitioners may read it as relabelling. Try it on one real room before using it.

Specify a machine Test for corporate or public talk: the Adversary compares pairs of passages (the strategy's claim against a lower-level trace, or two versions of one passage), is tried first on passages an LLM has been asked to wash, and is never asked for a score.

Changes: Turns 'Adversary argues Tests' into a format that can be checked, and makes washing a known threat and not a surprise.

Risk: A preprint on climate disclosures, not strategy documents. The LLM-judge literature already held in the review (critic threads) reports self-preference and sycophancy, which the protocol has to control.

Counter-arguments

Gaps