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References

The reading canon

The books behind the method, with the chapters each one sits under and what to take from it. In the manuscript’s own words: these influenced the cooking, they are not the meal. Read them if a chapter left you hungry, and do not try to run all of them at once, because that is how you get a forty-seven-slide methodology.

If you read only these

  • The Pyramid PrincipleBarbara Minto
  • Bulletproof Problem SolvingCharles Conn and Robert McLean
  • Good Strategy / Bad StrategyRichard Rumelt
  • Status Quo Bias in Decision MakingWilliam Samuelson and Richard Zeckhauser
  • Thinking in SystemsDonella Meadows

If you read the first hundred pages of Minto and nothing else on this page, you will have most of what the method borrows.

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Structure

How a written argument holds its shape, and where the pyramid in the chapter on writing the decision comes from.

  • The Pyramid Principle●

    Barbara Minto

    Behind Chapter 11

    Answer-first communication, and the source of nearly everything structural in the chapter on writing the decision: the governing thought, grouping like with like, assertion headings, the first level as the whole story, parallel reasons against a chain, and the situation-complication-question-answer opening that puts the pick in the reader’s mouth. This book takes the pyramid and points it at a decision rather than at a deck, which is the only liberty taken with it. If the room insists on slides, the rule is still hers: one thought per page, and the title is the thought.

    Where it is applied

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Framing and problem-solving

The first question is usually the wrong question, and cutting a question into parts is a skill rather than a temperament.

  • The McKinsey Way

    Ethan Rasiel

    Behind Chapters 7 and 11

    Hypothesis first, do not boil the ocean, most of the ranking lives in one branch, walk the answer around the building before the meeting, and the thirty-second test. Those are the working habits, and they are what was taken. The firm, the staffing model, and the pack as the product were not.

    Where it is applied

  • Bulletproof Problem Solving●

    Charles Conn and Robert McLean

    Behind Chapter 7

    The first question is usually the wrong question, and cutting a question into parts is a skill rather than a temperament. The trees here are a narrowed version of theirs, aimed only at pruning, including how to make a cut that is genuinely exclusive and complete. The one-page afternoon in the working sequence is their one-day answer, pointed at a freeze date.

    Where it is applied

  • Good Strategy / Bad Strategy●

    Richard Rumelt

    Behind Chapters 11 and 15

    Diagnosis, then an approach, then a set of actions that all serve that approach. The first half of the chapter on writing the decision is the kernel in working clothes, and the chapter on installing a rule is what happens when the actions point in different directions. The operative test: if your recommendation could be titled "leverage AI", it is not a recommendation.

    Where it is applied

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Judgment and persuasion

Being right is one term in a product that also includes trust, interests, and what the other person is actually optimizing.

  • Smart Choices

    John Hammond, Ralph Keeney, and Howard Raiffa

    Behind Chapters 3, 5, 6, 7, 8 and 10

    Decision analysis written for the person who makes the call, where you are usually the person who has to produce the call. Their method for trading across objectives sits behind the economics chapter. Their catalogue of traps sits behind several chapters: anchoring, noticing only what confirms you, and sunk cost behind the chapter on working backward; the status-quo trap behind the chapter on why the incumbent wins; overconfident ranges behind the chapter on flip points; and the loaded question behind the chapter on refusing the first brief. Their insistence that alternatives are invented rather than received sits behind the chapter on the menu, and linked decisions and whose stomach the remaining risk belongs to sit behind the chapter on flip points.

    Where it is applied

  • The Trusted Advisor

    David Maister, Charles Green, and Robert Galford

    Behind Chapters 12 and 13

    Being right is one term in a product that also includes trust. The chapter on interests names the four pieces; the chapter on disagreement is where self-orientation shows up as a meeting you cannot win. It is the answer to technical people who believe the merits should be sufficient.

    Where it is applied

  • Getting to Yes

    Roger Fisher, William Ury, and Bruce Patton

    Behind Chapters 6, 10, 12 and 13

    Interests rather than positions, which is what a stated number is usually standing in for. Inventing a menu that can serve more than one interest, and inventing before you judge. What each party will do if there is no agreement, which turns a walk-away into an alternative you have to rank against. Attacking the pick rather than the person, agreeing the criteria before the answer, making yes cheap, and refusing to play a hallway tactic. And showing the ranking-change test before it has a winner. Positions, interests, and alternatives are three different objects; bargain the wrong one and the room splits slogans.

    Where it is applied

  • Just Listen

    Mark Goulston

    Behind Chapters 5, 12 and 13

    People cannot hear a ranking until they feel gotten. Mirror the stranded vehicle the other person is carrying before you offer the class; ask for help in a short sentence and then stop talking; get through rather than score. That craft, pointed at a decision rather than at a performance.

    Where it is applied

  • How to Win Friends and Influence People

    Dale Carnegie

    Behind Chapters 5, 6, 11, 12, 13 and 15

    The operational lessons, not the charm, and the manuscript is emphatic about the distinction. Do not lead with condemnation of the people already running the unofficial rule. Offer honest, specific appreciation of what the floor already knows. Arouse a want they already have, the freeze or the stranded vehicle or the fill number, rather than your elegance. See the decision from the operator’s chair before you rank it. Let the people who must run the rule help form it. Appeal to the job they are proud of. Make the choice visible rather than burying it in a tour. And throw down a challenge only as a real freeze, a kill switch, or a staged install. This is not a personality manual. It is how a ranking gets standing and then gets run.

    Where it is applied

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Behavior and change

Why the rule already running keeps winning, and what it takes to install a challenger against it.

  • Status Quo Bias in Decision Making●

    William Samuelson and Richard Zeckhauser

    Behind Chapters 2 and 3

    The experimental finding, published in the Journal of Risk and Uncertainty in 1988, that people disproportionately keep whichever option is framed as the current one, even when it has no special merit. It is the empirical footing for the incumbent: the status quo is a pick with a built-in advantage, and a challenger has to be designed to overcome that advantage as well as to win on the merits.

    Where it is applied

  • Thinking, Fast and Slow

    Daniel Kahneman

    Behind Chapters 3, 14 and 15

    Why a busy person accepts what is put in front of them, and why a loss weighs more than a gain of the same size. The first explains why the default on a planning screen is the rule for every line nobody examines; the second explains why a challenger that is better on average still feels like a bad trade to the people it touches. The book uses both to explain why the incumbent wins, designs the challenger’s default around the first, and answers the second by changing who bears the loss when the new rule misses.

    Where it is applied

  • Misbehaving

    Richard Thaler

    Behind Chapter 3

    How economics came to take seriously the difference between the agent in the model and the person at the desk, including the tendency to value what one already holds above what one could have instead. The incumbent rule is something the organization already holds, and its defenders value it accordingly.

    Where it is applied

  • Nudge

    Richard Thaler and Cass Sunstein

    Behind Chapter 14

    The default and the arrangement of options are part of the policy, whether or not anyone designed them. The book applies the idea to a planning screen, where the prefilled quantity is the rule for every line nobody examines and an exception should cost a sentence rather than be forbidden. It does not use their vocabulary; it uses the screen.

    Where it is applied

  • Switch

    Chip Heath and Dan Heath

    Behind Chapter 15

    Change treated as a problem of the situation more than of character: make the new path easy, find the early results that show it works, and shrink the step people are asked to take. Applied to installing a challenger, that means the new way easy and the old way costing effort, with early results reported in the operators’ units.

    Where it is applied

  • Leading Change

    John Kotter

    Behind Chapter 15

    Two insistences are borrowed: a change needs people with real standing behind it, and early, visible results keep it alive long enough to take hold. The stages are not borrowed. An install here is a set of operating facts specified before launch rather than a sequence of phases, and it relies on the freeze date rather than on manufactured urgency.

    Where it is applied

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Systems and rules

Why a locally sensible change bites somewhere else, and what a rule can know at the moment it fires.

  • Thinking in Systems●

    Donella Meadows

    Behind Chapter 8

    Locally optimal, globally stupid. Delay, accumulation, missing feedback, and the question of where in a system a change actually bites. The second half of the economics chapter, on local scoreboards, is downstream of her, and the transition and the feedback loop inside a designed rule are the same ideas one level down.

    Where it is applied

  • Reinforcement Learning and Stochastic Optimization

    Warren B. Powell

    Behind Chapters 4, 14 and 15

    Start in English: what is being scored, who is deciding, and what will still be unknown. Those three questions fill the choice sentence and open the chapter on designing the rule. A repeating decision is then a state, a decision, incoming information, a transition, and an objective. If you want the mathematics of repeating decisions, go here rather than back through this book.

    Where it is applied

  • The Fifth Column essays in Interfaces

    Gene Woolsey

    The obvious answer, the hard way, without worshipping the model. The bottom rung of the complexity ladder is a conversation on the floor. A temperament more than a method, and the closest thing this list has to an ethic.

    Where it is applied

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Companion volumes

Where to go for the mathematics this book deliberately does not teach.

  • The Decision Factory

    Adam DeJans Jr. and John Elam

    A companion novel about policies, uncertainty, and why a static optimal plan so often perishes on contact with ordinary operations. That book is about what a decision system is. This one is about what you do when the email arrives. They are companions, not substitutes.

What is deliberately not here

The omissions are part of the argument

The working habits were taken from the consulting books, and the findings from the behavioral and change literature, and both were pointed at a decision rather than at a deck. Visualization manuals, and anything that would have turned the chapter on complexity into a textbook, are still out. The stated reason is that you already have those, and that reading all of them at once is how you end up with a forty-seven-slide methodology.

It is worth taking that seriously rather than treating it as modesty. A reading list is a claim about what a practitioner needs, and a longer list is not a better one. Most of these books are also longer than the idea they carry: read the part that does the work, take the technique, and put the book down.

The one genuine exception is Powell, whose argument is cumulative and whose value is in the treatment of what a policy can know at the moment it runs.

Synthesis

The method is what survives when these are pointed at a decision rather than at a deck

Eighteen entries, free and complete, with worked examples from replenishment rules, expedite calls, and allocation decisions rather than from generic corporate case studies.