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Proven Strategies to Accelerate Growth, Productivity and Profits with George Stalk, Jr.

May 2, 2023 1h 34m 46 insights
George Stalk Jr., business strategist and author of the book Competing Against Time, reveals the surprising ways companies can harness the power of time to blow past competitors, boost productivity, and send profits soaring. Competing Against Time is the ONE book that Apple CEO Tim Cook makes all his executives read. In this episode, you’ll learn the proven ‘hardball’ strategies that market leaders like Toyota use to win and discover the counterintuitive approach of paying more to ship and manufacture faster – and how those time advantages translate into unassailable market dominance. George shares eye-opening examples of how relentlessly reducing time and variance through the entire value chain creates an avalanche of competitive advantages nearly impossible for rivals to copy. But it’s not just about speed – it’s about building a fast-moving, low-variance organization primed to adapt, innovate, and seize opportunities others can’t even see. Whether you’re a business leader, entrepreneur or ambitious professional, this episode will give you a radical new lens for gaining an unbeatable edge in any industry. After listening, you’ll never think about business strategy or competition the same way again. -- Want even more? Members get early access, hand-edited transcripts, member-only episodes, and so much more. Learn more here: https://fs.blog/membership/ Every Sunday our Brain Food newsletter shares timeless insights and ideas that you can use at work and home. Add it to your inbox: https://fs.blog/newsletter/ Follow Shane on Twitter at: https://twitter.com/ShaneAParrish Our
Actionable Insights

1. Outpace Competitors in Delivery

Be two to three times faster than competitors in providing customers what they want, when and where they want it, as this often leads to faster growth and double the profitability.

2. Master Your Cost Structure

Deeply understand your true costs, beyond averages, to identify profitable areas, optimize operations, and strategically undercut competitors.

3. Weaponize Time Against Competitors

Don’t just reduce internal process times; strategically leverage speed and responsiveness to create a competitive advantage that rivals cannot easily counter.

4. Manage Time as a Core Variable

Integrate time as a key management variable alongside cost and quality to reveal hidden inefficiencies, capital requirements, and productivity gains across the organization.

5. Eliminate Wasted Time

Identify and eliminate the vast majority of non-value-adding time (often 95% or more) in processes to significantly improve productivity and reduce costs.

6. Maintain “Dry Powder” for Disruption

Keep substantial financial reserves (“dry powder”) to capitalize on market disruptions and downturns, turning potential threats into opportunities.

7. Position for Multiple Futures

Structure your business to be resilient across a broader range of potential futures rather than committing entirely to a single predicted outcome.

8. Trade Short-Term for Long-Term

Be willing to sacrifice some short-term performance to ensure long-term stability and success, especially when facing adversity.

9. Foster Competitive Culture

Cultivate an outwardly focused, competitive culture within your organization, clearly defining the opponent and rallying employees around a shared goal to win.

10. Use Competitive Benchmarking

To make an inward-focused culture more responsive, conduct competitive comparisons to show employees how competitors are outperforming them, serving as a wake-up call for action.

11. Investigate Business Anomalies

Actively seek out and investigate anomalies or unusual successes within your business, as they often reveal hidden opportunities for new strategies, growth, and competitive advantage.

12. Reduce Batch Sizes

Minimize batch sizes in both manufacturing and knowledge-based work to reduce wasted time, accelerate cycles, and improve overall efficiency.

13. Improve Quality to Gain Speed

Focus on improving quality in all processes, as quality problems lead to rework and lost time, directly hindering speed and efficiency.

14. Decentralize Decision-Making

Flatten organizational hierarchies and empower local managers to make rapid decisions, enabling quicker adaptation to market conditions and customer needs.

15. Serve “Heavy Spender” Customers

Identify and cater specifically to the “heavy spender” segment (20% of customers driving 80% of volume) by offering more choice, product understanding, and positive service experiences.

16. Weaponize Supply Chain Crisis

Instead of merely reacting to supply chain disruptions, strategically leverage the crisis to create disadvantages for competitors and gain a relative advantage.

17. Reduce Supply Chain Lead Times

Shorten supply chain lead times to reduce exposure to oscillations and disruptions, thereby insulating your business and improving performance relative to competitors.

18. Pay Premiums for Supply Chain Speed

Invest in faster supply chain options (e.g., more frequent, partially full containers, priority transport) even if it means paying premiums, to insulate yourself from oscillations and outperform competitors.

19. Actively Manage Supply Chain Variance

Implement daily monitoring (e.g., Flowcasting) to identify and address variances across all supply chain elements, even those not directly owned, to improve stability and performance.

20. Strategically Buffer Raw Materials

Consider strategically holding larger buffers of raw materials (e.g., a year’s supply) to maintain production during supply chain disruptions, potentially generating significant profits when competitors are stalled.

21. Account for Stockout/Overstock Costs

Incorporate the full costs of stockouts and overstocks into product profitability analysis to justify paying more for faster, more reliable supply chain steps.

22. Strategic Balance Sheet Leverage

Strategically use your balance sheet by paying suppliers faster (e.g., 24 hours) to demand better performance, and potentially extending accounts receivable, making it harder for competitors to match your terms.

23. Optimize for Negative Working Capital

Design business models that generate negative working capital (e.g., instant customer payment, delayed supplier payment) to improve financial efficiency.

24. Leverage Scale for Inventory Advantage

If you have sufficient scale, maintain a broader and deeper inventory to offer more product availability, leading to faster turns and a competitive edge.

25. Use Time to Solve Cost Problems

When facing cost issues, analyze processes through the lens of time to identify and eliminate inefficiencies, which often leads to significant cost reductions.

26. Improve Working Capital via Time

Analyze working capital productivity (receivables + inventory + payables) to pinpoint time-related inefficiencies that are dragging it down, then address those to improve balance sheet performance.

27. Focus for Faster Speed

To achieve significant speed improvements, first focus the organization by reducing product lines or service offerings, as complexity hinders velocity.

28. Speed Up to Reduce Overhead

Accelerate processes by a factor of four (e.g., to 25% of original time) to achieve approximately 20% lower costs, primarily by eliminating unnecessary overhead.

29. Enable Small Batch Production

To implement small batch production, ensure short setup times, minimal material movement, and decentralized “on the floor” scheduling to reduce costs and working capital.

30. Prioritize Logistics for Speed

Focus on optimizing logistics to rapidly move products from suppliers to customers, as this can be a core competitive advantage.

31. Adopt Agile for Software Development

Apply agile methodologies in software development to reduce “batch” sizes (major changes) by focusing on minimum viable products and iterative improvements.

32. Leverage Instant Feedback Loops

Capitalize on the ability of software to provide instantaneous feedback from users, allowing for rapid iteration and improvement compared to slower feedback cycles in physical products.

33. Turn Returns into Marketing Advantage

Reframe product returns from a cost center to a marketing opportunity by making the return process exceptionally easy and customer-friendly, reducing purchase risk for buyers.

34. Simplify Cancellation Processes

Make cancellation processes as simple as initial purchase (e.g., one-click cancellation) to enhance customer experience and potentially gain a marketing advantage.

35. Offer Callback Option

Implement a callback option for customer service to reduce customer wait times and improve satisfaction.

36. Build Resilient Production Systems

Design production systems for rapid recovery from disturbances, as demonstrated by Toyota, to minimize downtime and maintain output during crises.

37. Manage Platform Transitions Carefully

When transitioning platforms or ending upward compatibility, carefully manage the process by offering attractive new products and ensuring existing customers feel valued, not abused.

38. Ensure Large “Prize” for Change

When undertaking significant organizational or cultural change, ensure the potential benefits (“size of the prize”) are substantial enough to motivate management to overcome internal resistance.

39. Culture Change: Not Starting Point

Recognize that culture is difficult to change and shouldn’t be the initial focus of a transformation; instead, implement new strategies and then adapt the culture to solidify the benefits.

40. Maintain Owner Caution

As an owner, actively demand caution and prevent the business from becoming overextended, acting as a counterbalance to management’s potential risk-taking.

41. Owners Counterbalance External Managers

If using external management, maintain active ownership involvement to counterbalance their behavior and ensure alignment with long-term family wealth goals.

42. Invest for Longevity

When making investment decisions, prioritize businesses or assets that offer long-term viability and can sustain operations across multiple generations.

43. Strategic Hardball M&A

Consider acquiring competitors to consolidate market position or expand capabilities, even if it requires careful justification to regulators.

44. Target Unwanted Market Niches

When competing against dominant players like Amazon, identify and focus on market segments or business areas that they are less interested in, creating a defensible niche.

45. Understand Private Competitors

Public companies should invest in understanding the unique competitive strategies and advantages of private companies, particularly their ability to leverage “dry powder” and longer time horizons.

46. Prioritize Risk Aversion

Adopt a more risk-averse approach to business decisions, similar to private companies, to achieve greater long-term profitability by avoiding deep downturns.