Table of Contents

Series Introduction ii
Preface vi
Acknowledgements ix
Prologue x
Part One: The Team and the Problem 1
Chapter One: Turbulence 2
Chapter Two: The Consulting Team 7
Chapter Three: The Client Team and a Surprise 18
Chapter Four: A Coffee Disaster 29
Part Two: What Is the Problem? 41
Chapter Five: A Present Value Mystery 42
Chapter Six: It's the Industry 54
Chapter Seven: It's Not Just the Industry 64
Chapter Eight: Which Industry Is It? 74
Chapter Nine: It's All About Synergy 82
Chapter Ten: On Synergy and All that Stuff 92
Chapter Eleven: On Value Chains and Sustained Competitive Advantages 101
Chapter Twelve: Turbulence 110
Part Three: Mid-Course Corrections 113
Chapter Thirteen: Exercised 114
Chapter Fourteen: Jackie 118
Chapter Fifteen: Throw Out All the Rules 125
Chapter Sixteen: Well, Not All the Rules 135
Chapter Seventeen: Options 143
Part Four: Analysis Is Not Strategy 153
Chapter Eighteen: How to Evaluate the Alternatives 154
Chapter Nineteen: Me Cracking the Case 158
Chapter Twenty: The Case Cracking Me 165
Chapter Twenty-one: An Informative Cab Ride 169
Chapter Twenty-two: Back to the Lab 175
Chapter Twenty-three: What Are the Core Competencies 183
Chapter Twenty-four: Reflections 185
Chapter Twenty-five: Romance 194
Part Five: Making Strategy Happen 199
Chapter Twenty-six: Getting Ready for the Final Push 200
Chapter Twenty-seven: First Time Out of the Box 212
Chapter Twenty-eight: Planning for Change 221
Chapter Twenty-nine: Final Presentation 227
Chapter Thirty: On the Beach 238