Strategy day pre-read
Where we are taking Manufacturing & Sustainability
Read this before the strategy day. It takes about 20 minutes. Come with the two or three things you disagree with.
Vision
Where we are taking Manufacturing and Sustainability, and why.
Market research
What is happening in the market and what customers are telling us.
TAM and SAM
Size of the opportunity and the part of it we can realistically win.
Strategy
The choices we are making, and the ones we are not.
Product capabilities
What the products do today and where the gaps are.
Go-to-market
How we sell it, who sells it, and what they need.
Roadmap
High-level sequence over the next four quarters.
How to use this
Seven sections. Read in order. Each one ends where the next one starts.
What we want from you on the day
- Where the strategy is wrong, not where it is unclear.
- Which of the three bets you would kill to fund the others.
- What you need from me to sell it, build it, or support it.
Ground rules
- No slides in the room beyond the framing deck. This portal is the pre-read.
- Every number here names its source. If it doesn't, treat it as a guess.
- Assumptions are marked ASSUMPTION. Those are the ones to attack.