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Operating model

Problems rarely show up where they start

A missed forecast is rarely a forecasting problem. The causes that matter usually live between functions, where nobody is looking.

One lesson I learned leading teams: problems rarely show up where they start.

A missed forecast is rarely a forecasting problem. Poor campaign performance is rarely a campaign problem. Low win rates are rarely a sales problem. Customer churn is rarely a renewal problem.

The visible issue is usually the symptom. The real issue is often hiding upstream.

• Unclear ownership

• Broken workflows

• Poor handoffs between teams

• Inconsistent processes

• Missing accountability

• A lack of trust in the data

And sometimes the root cause is change itself.

• A leadership transition

• A shift in business model

• A major acquisition

• A reorganization

• A technology upgrade that never happened

Change creates opportunity. It also creates disruption. Organizations are usually more resilient than we give them credit for, but I have seen many cases where the downstream effects of a change were underestimated or never fully addressed.

The reason this is hard to catch is that almost every cause on that first list lives between two functions rather than inside one.

A handoff belongs to nobody. A definition that two teams interpret differently is not on either team's plan. Ownership that was clear before a reorganization and ambiguous after it does not generate a ticket.

So when the number misses, the search happens inside the function where the number lives. Marketing examines campaigns. Sales examines the pipeline. Operations examines the data. Each one finds something worth fixing, fixes it, and the number misses again, because what actually broke was in the space none of them was looking at.

That is also why asking each function what is wrong tends to produce four confident and incompatible answers. They are not disagreeing about the facts. Each is accurately describing the part of the system they can see.

Over time, I found that the most effective leaders spend less time treating symptoms and more time understanding root causes.

That requires asking a different question.

Not "Why did this happen?"

But "What happened before this?"

The further upstream you are willing to look, the more likely you are to find the real problem. And the real opportunity.

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