Skip to content
Lenny's PodcastLenny's Podcast

Good Strategy, Bad Strategy | Richard Rumelt

Richard Rumelt is a legend in the world of strategy. He’s the author of Good Strategy/Bad Strategy and The Crux: How Leaders Become Strategists, both of which are often recommended by guests on this podcast. From his early days teaching in Iran at a Harvard-sponsored business school to teaching at Harvard Business School itself to over four decades teaching at UCLA’s Anderson School of Management, Richard’s impact resonates globally. His strategic insights are sought after by major corporations including Microsoft, Shell, Apple, AT&T, Intel, and Commonwealth Bank and by governmental organizations such as the U.S. Army Special Operations Command. In this episode, we discuss: • The essential components of a good strategy • The importance of coherence in strategy • Common pitfalls that create a bad strategy • How “power” plays into strategy, and common sources of power • The value of knowing history when developing effective strategies • Why a strategy should simply be called an “action agenda” • The need for one decider in an organization — Brought to you by: • CommandBar—AI-powered user assistance for modern products and impatient users: https://www.commandbar.com/lenny • Miro—A collaborative visual platform where your best work comes to life: https://miro.com/lenny • Vanta—Automate compliance. Simplify security: https://vanta.com/lenny Find the transcript and references at: https://www.lennysnewsletter.com/p/good-strategy-bad-strategy-richard Where to find Richard Rumelt: • Email: richard@generalimagination.com • LinkedIn: https://www.linkedin.com/in/richard-rumelt-18520828/ • Website: https://thecruxbook.com/ Where to find Lenny: • Newsletter: https://www.lennysnewsletter.com • X: https://twitter.com/lennysan • LinkedIn: https://www.linkedin.com/in/lennyrachitsky/ In this episode, we cover: (00:00) Richard’s background (04:29) What is a strategy? (06:23) The essential components of a good strategy (the “kernel”) (15:04) An example of good strategy (16:55) Bad strategy (25:17) The importance of focus and power (28:19) Identifying and utilizing power (34:38) Types of power (41:13) Implementing power (48:15) The importance of historical knowledge (55:23) How to write an action agenda (01:02:47) The crux (01:10:40) Challenges to executing a strategy (01:15:44) The need for a decider (01:20:39) Strategy for startups (01:26:04) Richard’s “value denials” exercise (01:31:01) Closing thoughts (01:33:57) Lightning round Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com. Lenny may be an investor in the companies discussed.

Richard RumeltguestLenny Rachitskyhost
Jan 20, 20241h 49mWatch on YouTube ↗

At a glance

WHAT IT’S REALLY ABOUT

Richard Rumelt Redefines Strategy As Focused, Actionable Problem-Solving Agenda

  1. Richard Rumelt argues that strategy is not slogans, goals, or vision statements, but a concrete design for overcoming a high‑stakes challenge through focused, coherent action.
  2. He breaks good strategy into three elements—diagnosis, guiding policy, and coherent actions—and emphasizes starting from a clear definition of the core problem, or “crux,” you can realistically address.
  3. Rumelt contrasts good and bad strategy, calling out common failures such as mistaking goals for strategy, producing fluffy “word salad,” and creating laundry lists of priorities that diffuse focus.
  4. He also explains the role of power and asymmetry, the organizational and political barriers to real strategy, and offers a practical reframing: stop calling it a “strategy,” and instead build an “action agenda” around an important, achievable challenge.

IDEAS WORTH REMEMBERING

5 ideas

Define strategy as a focused solution to a specific high‑stakes challenge.

Strategy is not a vision, mission, or goal list; it is a design—a mix of policy and action—aimed at overcoming a clearly defined challenge or problem.

Use the three-part ‘kernel’: diagnosis, guiding policy, coherent actions.

A good strategy starts with understanding what’s really going on (diagnosis), choosing how you’ll deal with it (guiding policy), and then committing to a small set of mutually reinforcing, concrete actions.

Start from the ‘crux’: the most important problem you can actually solve.

You must identify a challenge that is both significant to your ambitions and realistically addressable with your resources; focus there rather than trying to tackle everything at once.

Build an ‘action agenda’ instead of a grand “strategy” document.

To avoid abstraction and jargon, Rumelt suggests explicitly framing the work as an action agenda: “Here’s the challenge, and here’s what we’re going to do about it,” with clear steps, not just desired outcomes.

Exploit power and asymmetry—don’t rely on even bets.

An effective strategy leans on some form of power (e.g., unique assets, relationships, network effects, knowledge, position) that gives you better-than-even odds, rather than competing on equal terms.

WORDS WORTH SAVING

5 quotes

A strategy is a design for overcoming a high-stakes challenge.

Richard Rumelt

All strategy is problem-solving.

Richard Rumelt

Don’t call it a strategy. Call it an action agenda.

Richard Rumelt

Ambitions are not a strategy.

Richard Rumelt

Focus is a fundamental source of power in strategy.

Richard Rumelt

Definition of strategy as problem-solving and focused actionThe ‘kernel’ of good strategy: diagnosis, guiding policy, coherent actionsThe concept of the crux: identifying the hardest, most important solvable challengeSources of power and asymmetry in competitive advantage (e.g., network effects)Characteristics of bad strategy: goals-as-strategy, fluff, incoherence, missing diagnosisOrganizational dynamics and politics as barriers to real strategy and focusPractical advice for individuals, teams, and startups on crafting action agendas

High quality AI-generated summary created from speaker-labeled transcript.

Get more out of YouTube videos.

High quality summaries for YouTube videos. Accurate transcripts to search & find moments. Powered by ChatGPT & Claude AI.

Add to Chrome