Instead of cascading goals directly from a vision, use "Strategic Themes." These are broad, directional choices (e.g., "Leverage critical partnerships") that act as guardrails, or "lanes on the interstate," guiding how teams set their specific, measurable objectives.

To overcome emotional attachment to projects, turn each of 200+ initiatives into a playable card with stats. By getting the senior team to play a game, they naturally discard the "weaker" projects, painlessly culling the list without emotional debate.

Don't let your strategy map be a static document. By adding performance indicators to each theme and its dependencies, it becomes a dynamic dashboard. This allows leaders to instantly see which parts of the strategy are struggling and what the downstream impacts will be.

A stated M&A strategy is only a hypothesis. To validate it, present the leadership team with actual potential targets that fit the criteria. Their reactions will reveal their true appetite and expose any misalignment between the written strategy and their operational instincts, saving time and effort.

Treat your product and engineering teams as stewards of the company's most precious capital: their time. A capital allocation framework forces leadership to ask if this "investment" is being spent on the initiatives with the highest strategic return, not just fulfilling requests.

Before a major business pivot, first identify what can be let go or scaled back. This creates the necessary space and resources for the new direction, preventing overwhelm and ensuring the pivot is an extension of identity, not just another added task on your plate.

Jacobs's team uses the acronym WOTWOM—Waste Of Time, Waste Of Money—as a rapid check on new ideas. Any suggestion can be challenged with this label if it doesn't clearly contribute to organic revenue growth or margin expansion. This simple tool creates a culture focused on high-leverage activities.

As companies scale, roadmaps become a list of stakeholder commitments. To maintain focus, leaders must relentlessly communicate the "why" behind every initiative and tie it to a clear investment ROI. This ensures all teams are running in the same direction, not just checking boxes.

After defining strategic themes, link them visually in a "strategy map." This map reveals critical dependencies (e.g., product goals depending on hiring the right skills), forcing a holistic planning process that accounts for necessary precursors and prevents siloed execution.