# Framework coverage map - learn-strategic-thinking-with-phoebe

The single source of truth for what each session teaches. ✓ = taught Live (45-min room),
◐ = Self-study depth on the page. Sources cited are the canonical origins - this course
teaches the working 80% of each framework; the original books/papers stay the deep end.

## Session 1 · Think Like a Strategist (Foundation) 🟢

| Framework | Depth | Origin |
|---|---|---|
| MECE | ✓ | Barbara Minto / McKinsey |
| Pyramid Principle | ✓ | Barbara Minto, *The Pyramid Principle* (1985) |
| Issue trees | ✓ | McKinsey problem-solving tradition |
| 80/20 (Pareto thinking) | ✓ | Vilfredo Pareto; Richard Koch |
| First-principles thinking | ◐ | Aristotle; popularized by Elon Musk |
| 5W2H | ◐ | Toyota / quality management |
| Hypothesis-driven problem solving | ◐ | McKinsey; *Bulletproof Problem Solving* (Conn & McLean) |

## Session 2 · Decide with Confidence (Decision-making) 🟢

| Framework | Depth | Origin |
|---|---|---|
| Weighted decision matrix | ✓ | Multi-criteria decision analysis |
| One-way vs two-way doors | ✓ | Jeff Bezos, 2015 shareholder letter |
| Pre-mortem | ✓ | Gary Klein, HBR 2007 |
| Eisenhower matrix | ◐ | Dwight D. Eisenhower; Stephen Covey |
| Expected value + decision trees | ◐ | Decision theory |
| Second-order thinking | ◐ | Howard Marks, *The Most Important Thing* |
| RAPID / DACI decision roles | ◐ | Bain (RAPID); Intuit (DACI) |
| Cynefin framework | ◐ | Dave Snowden, HBR 2007 |

## Session 3 · Find the Real Problem (Troubleshooting & investigation) 🟡

| Framework | Depth | Origin |
|---|---|---|
| 5 Whys | ✓ | Sakichi Toyoda / Toyota Production System |
| Fishbone (Ishikawa) diagram | ✓ | Kaoru Ishikawa, 1960s |
| Is / Is-Not (problem specification) | ✓ | Kepner-Tregoe, *The Rational Manager* |
| Pareto analysis (of causes) | ◐ | Joseph Juran |
| Fault tree analysis | ◐ | Bell Labs, 1962 |
| 8D problem solving | ◐ | Ford Motor Company |
| DMAIC | ◐ | Six Sigma / Motorola, GE |

## Session 4 · Read the Battlefield (Strategy & planning - external) 🟡

| Framework | Depth | Origin |
|---|---|---|
| SWOT done properly (→ TOWS actions) | ✓ | Stanford Research Institute (Humphrey); Weihrich (TOWS) |
| Porter's Five Forces | ✓ | Michael Porter, HBR 1979 |
| PESTEL | ✓ | Francis Aguilar (ETPS, 1967) |
| 3C model | ◐ | Kenichi Ohmae |
| Scenario planning | ◐ | Shell / Pierre Wack |
| Blue Ocean strategy canvas | ◐ | Kim & Mauborgne, 2004 |
| Wardley mapping | ◐ | Simon Wardley |
| Playing to Win choice cascade | ◐ | Lafley & Martin, 2013 |

## Session 5 · Design the Business (Business analysis & models) 🟠

| Framework | Depth | Origin |
|---|---|---|
| Business Model Canvas | ✓ | Alexander Osterwalder, *Business Model Generation* |
| Lean Canvas (and when to use which) | ✓ | Ash Maurya, *Running Lean* |
| Value Proposition Canvas | ✓ | Osterwalder, *Value Proposition Design* |
| Jobs-to-be-Done | ◐ | Clayton Christensen |
| Value chain analysis | ◐ | Michael Porter, 1985 |
| VRIO | ◐ | Jay Barney, 1991 |
| Unit economics fundamentals | ◐ | Venture/SaaS practice |

## Session 6 · Plan the Climb (Growth planning) 🟠

| Framework | Depth | Origin |
|---|---|---|
| Business lifecycle + Greiner growth model | ✓ | Larry Greiner, HBR 1972 |
| Three Horizons | ✓ | McKinsey, *The Alchemy of Growth* |
| Ansoff matrix | ✓ | Igor Ansoff, HBR 1957 |
| S-curves and technology adoption | ◐ | Richard Foster; Everett Rogers |
| BCG growth-share matrix | ◐ | Bruce Henderson, BCG 1970 |
| TAM / SAM / SOM | ◐ | Venture practice |
| Flywheel model | ◐ | Jim Collins, *Good to Great*; Amazon |

## Session 7 · Grow the Customer (Customer growth) 🟠

| Framework | Depth | Origin |
|---|---|---|
| Customer lifecycle (acquire→onboard→adopt→retain→expand→advocate) | ✓ | CRM / customer success practice |
| AARRR pirate metrics (mapped onto lifecycle) | ✓ | Dave McClure, 2007 |
| LTV / CAC + cohort thinking | ✓ | SaaS finance practice |
| Growth loops vs funnels | ◐ | Reforge / Brian Balfour |
| STP segmentation | ◐ | Philip Kotler |
| RFM analysis | ◐ | Direct marketing practice |
| NPS | ◐ | Fred Reichheld, Bain, 2003 |
| Customer journey mapping | ◐ | Service design practice |

## Session 8 · The Strategy Stack (Capstone) 🔴

| Framework | Depth | Origin |
|---|---|---|
| Framework-selection decision tree ("which model when") | ✓ | This course |
| Stacking frameworks into one board narrative | ✓ | Minto + Rumelt kernel (diagnosis → policy → action) |
| Himalaya final recommendation walkthrough | ✓ | Running case |
| Anti-patterns: framework theater, SWOT graveyard | ◐ | Rumelt, *Good Strategy Bad Strategy* |
| OKR as execution bridge | ◐ | Andy Grove; John Doerr |
| Balanced scorecard | ◐ | Kaplan & Norton, HBR 1992 |

## Not covered by design (honest list)

- Financial modeling depth: DCF, M&A valuation, cap tables
- Org design frameworks (McKinsey 7S gets one cheat-sheet row in S8, not a session)
- Negotiation frameworks (BATNA et al.) - different course
- Statistical/experimental methods (A/B testing math) - covered in Phoebe's data courses
- Certification of any kind - this is a practitioner course, sources cited per session