Acerca da estratégia

"A new strategy is, in the language of science, a hypothesis, and its implementation is an experiment. As results appear, good leaders learn more about what does and doesn’t work and adjust their strategies accordingly.
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a good business strategy deals with the edge between the known and the unknown. Again, it is competition with others that pushes us to edges of knowledge.
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Given that we are working on the edge, asking for a strategy that is guaranteed to work is like asking a scientist for a hypothesis that is guaranteed to be true—it is a dumb request. The problem of coming up with a good strategy has the same logical structure as the problem of coming up with a good scientific hypothesis.
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A good strategy is, in the end, a hypothesis about what will work. Not a wild theory, but an educated judgment. And there isn’t anyone more educated about your businesses than the group in this room.
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But in a world of change and flux, “more of the same” is rarely the right answer. In a changing world, a good strategy must have an entrepreneurial component. That is, it must embody some ideas or insights into new combinations of resources for dealing with new risks and opportunities.
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Treating strategy like a problem in deduction assumes that anything worth knowing is already known—that only computation is required. Like computation, deduction applies a fixed set of logical rules to a fixed set of known facts.
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The presumption that all important knowledge is already known, or available through consultation with authorities, deadens innovation. It is this presumption that stifles change in traditional societies and blocks improvement in organizations and societies that come to believe that their way is the best way. To generate a strategy, one must put aside the comfort and security of pure deduction and launch into the murkier waters of induction, analogy, judgment, and insight."
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Pois, onde está o conhecimento que resulta das relações amorosas com clientes, fornecedores, produtos e serviços? Como é que ele é introduzido nas análises dos macroeconomistas que querem explicar o presente e intuir o futuro?
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Por exemplo, qual a narrativa da tríade para explicar que as exportações portuguesas para fora do espaço comunitário tenham crescido mais de 23% no trimestre que terminou com Outubro de 2011?
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23% de aumento para fora da UE, 23% de aumento apesar de trabalharmos e pagarmos salários em marcos alemães!!!
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Por que é que nunca ninguém atira estes números à tríade em busca de uma explicação?
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Trechos retirados de "Good Strategy, Bad Strategy"