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Understanding Competitive Strategy by Michael Porter

Apr 24, 2025

What Is Strategy? by Michael E. Porter

Introduction

  • Author: Michael E. Porter
  • Published in: Harvard Business Review, November-December 1996
  • Main Thesis: Operational effectiveness is not strategy. Competitive strategy involves creating a unique value position with activities that differ from rivals.

I. Operational Effectiveness Is Not Strategy

  • Definition: Operational effectiveness (OE) means performing similar activities better than rivals.
  • Problem: OE is necessary but not sufficient for superior performance.
  • Competitive Convergence: Companies imitate each other, leading to homogeneity and zero-sum competition.
  • Productivity Frontier: Represents the best practices at a given time; OE moves companies toward this frontier but doesn't guarantee strategic advantage.

II. Strategy Rests on Unique Activities

  • Essence of Strategy: Choosing a different set of activities to provide a unique mix of value.
  • Example: Southwest Airlines and Ikea, which focus on unique activities tailored to their strategic positioning.
  • Strategic Positioning: Involves variety-based, needs-based, and access-based strategies.

III. A Sustainable Strategic Position Requires Trade-offs

  • Importance of Trade-offs: Necessary for maintaining distinctiveness; prevent companies from straddling or imitating rivals.
  • Examples: Neutrogena's focus on a specific market segment and product.
  • Consequences of Ignoring Trade-offs: Leads to strategic failures, e.g., Continental Lite.

IV. Fit Drives Both Competitive Advantage and Sustainability

  • Fit: How activities relate and reinforce one another, creating a system that is hard to imitate.
  • Types of Fit:
    • First-order: Consistency between activities and overall strategy.
    • Second-order: Activities that reinforce one another.
    • Third-order: Optimization of effort across activities.
  • Examples: Southwest Airlines' activity system, Vanguard's cost leadership strategy.

V. Rediscovering Strategy

  • Common Failures: Confusion between OE and strategy; failure to make strategic choices; relentless pursuit of growth leading to strategic blurring.
  • Growth Trap: Desire for growth can dilute strategy; companies often broaden focus at the expense of strategic clarity.
  • Leadership in Strategy: Essential for defining and maintaining unique positioning, making trade-offs, and ensuring strategic fit.
  • Reconnecting with Strategy: Involves focusing on distinctive elements, removing incremental additions, and ensuring alignment with core strategy.

Conclusion

  • Strategy & Operational Effectiveness: While both are essential, they require different focuses and efforts. Strategy involves choice, trade-offs, and fit among activities, while OE is about improving efficiency and best practices.
  • Sustainability of Strategy: Depends on maintaining a unique position with a well-integrated system of activities.