Betting the Business on a Guess: When “Good Ideas” Waste Millions

Editor’s Note: You’re facing unprecedented business challenges. You need more than theories—you need a blueprint. Welcome to a Leader’s Blueprint, your weekly guide to proven strategies that get results.

It’s the annual planning meeting, and the star project is unveiled—a massive digital transformation, a new product line, a major platform overhaul. It has executive backing, a compelling narrative, and a huge budget. Everyone nods; it feels right. The entire organization begins to mobilize, committing months, or even years, of effort to this single, big bet.

But deep down, a quiet question lingers: “How do we know this is what customers actually want?” Too often, the answer is, “We just do.” You’re building what you think the market needs, hoping your intuition pays off, all while precious resources are poured into an unvalidated future.

The Hidden Costs of Unvalidated Bets

When an investment is based on an unvalidated assumption—even a “really good” one—the cost isn’t just the initial budget. It’s a cascade of failures that silently drain your organization’s potential and can lead to significant financial losses.

  • Wasted Capacity: Entire departments spend months building a complex solution that customers don’t adopt, leading to 100% opportunity cost. That’s time and talent you will never get back, delaying other potentially valuable initiatives.
  • Delayed Value & Diminished Competitive Advantage: While you’re busy building the wrong thing, your competitors are capturing market share by solving the real customer problem first. This directly impacts your growth, market position, and ability to innovate, leaving you to play catch-up.
  • Eroding Morale: Nothing burns out a team faster than seeing their hard work and long hours shelved because the initial hypothesis was wrong. It breeds cynicism and resistance to the next big idea, impacting future productivity and retention.

From Gambling to Learning: A Glimpse of the Solution

The antidote to this high-stakes gambling is to treat big ideas not as directives, but as hypotheses. In SAFe®, this is the core of the Validating Investment Opportunities competency.

Instead of funding a massive, multi-year project, you fund the smallest possible experiment—a Minimum Viable Product (MVP)—designed to test a critical hypothesis with real customers. By applying a rapid Build-Measure-Learn cycle, you use real data—not opinions—to decide whether to pivot, persevere, or stop the initiative before you’ve wasted millions. This shifts the conversation from “Are we finished?” to “Did we learn?” It’s about reducing waste, de-risking innovation, and accelerating value delivery by ensuring your investments align with real customer needs.

Your First Step

You can start de-risking your investments this week. Look at the biggest, most expensive initiative (Epic) currently funded or being considered in your portfolio. Write down in the lean business case, what business outcome do we hypothesize will occur because this is delivered to our customers? Ask product leadership and architects, what’s the smallest thing we can build in under 3 months to see if that hypothesis might be true?

Then, gather the Epic Owner and relevant Business Owners and ask this one crucial question:

“What is the single, riskiest assumption this entire investment rests upon, and what is the cheapest, fastest experiment we could run next week to prove or disprove that assumption with real customer feedback?”

If the answer involves building a large part of the final product, you’re still planning a bet, not a validated investment. Your goal is to find the smallest actionable learning, not the first deliverable.

Unlock the Full Blueprint

Knowing you should test assumptions is easy. Building an organizational system that does it repeatedly, at scale, is hard. The Validating Investment Opportunities competency provides a complete blueprint for defining Epics, crafting compelling MVPs, and establishing the processes to make data-driven portfolio decisions that accelerate learning and value.



In this Series:


1 Stanford University, “Top 20 Reasons Startups Fail,” VCS 2019 Conference Report, 2018, accessed October 28, 2025, https://conferences.law.stanford.edu/vcs2019/wp-content/uploads/sites/63/2018/09/001-top-10.pdf

Rowing in Different Directions: Don’t Let Your Legacy Portfolios Prevent Future Success

Editor’s Note: You’re facing unprecedented business challenges. You need more than theories—you need a blueprint. Welcome to a Leader’s Blueprint, your weekly guide to proven strategies that get results.

You’ve just concluded the annual strategy offsite. The vision is bold, the goals are ambitious, and the leadership team is energized to conquer new markets. But when you and your peer portfolio leaders return to the office, the energy slowly fizzles out.

Despite the new slide decks, the new strategy never translates into action. Realignment is difficult; most companies have to hire expensive consulting firms just to untangle their organization and identify the value streams and product lines that matter. Because you lack a native model to organize these portfolios yourself, your funding and focus remain perfectly aligned to deliver last year’s strategy. You are trying to row in a new direction, but every portfolio is pulling its oar a different way.

The Hidden Costs of a Strategy-Structure Gap

When your organizational structure is not aligned with your strategic goals, it creates constant friction that silently sabotages your success.

  • Wasted Investment: Precious capital and talent are spent on low-priority work. Worse, different teams in different portfolios unknowingly duplicate efforts, solving the same problem in isolation and wasting valuable resources.
  • Strategic Drift: The company’s vision points north, but the inertia of the existing portfolios keeps pulling the execution south. This gap between what you say and what you do widens over time, making strategic goals impossible to reach.
  • Decision Paralysis: With unclear ownership of value streams, even simple decisions are endlessly escalated. Agility dies as leaders wait for approvals from committees that lack the context to make an informed choice.

From Complexity to Clarity: Identifying Value

The solution is to intentionally design your organization to match your strategy. In SAFe®, this is the Organizing Portfolios competency. This involves structuring your organization around clearly identified products, solutions and value streams—the end-to-end set of steps required to deliver a product or solution to a customer.

Instead of grouping people by function, you create a portfolio with all the people, funding, and authority needed to serve the value streams within it. This clarity of purpose and responsibility is what enables clear strategic execution. Teams are empowered to make fast, smart choices because they are fully aligned and have the context of the larger strategic goal.

Your First Step

You can begin to diagnose your strategy-structure gap this week with a simple exercise. Take your company’s single most important strategic goal for this year and ask your leaders:

“Which teams and which budgets are directly contributing to this goal?”

If they can’t draw that map with clarity in under 30 minutes, your organizational structure is obscuring—not enabling—your strategy.

Unlock the Full Blueprint

Visualizing the problem is the first step, but realigning an enterprise requires a proven approach. The Organizing Portfolios competency provides a complete blueprint for defining value streams, structuring portfolios for flow, and dynamically adapting them as your strategy evolves.



In this Series:


1 Richard P. Rumelt, “Getting Strategy Wrong—and How to Do It Right Instead,” McKinsey Quarterly, accessed October 28, 2025, https://www.mckinsey.com/capabilities/strategy-and-corporate-finance/our-insights/getting-strategy-wrong-and-how-to-do-it-right-instead

The Release Day Nightmare: When Your Delivery Process is a Black Box

Editor’s Note: You’re facing unprecedented business challenges. You need more than theories—you need a blueprint. Welcome to a Leader’s Blueprint, your weekly guide to proven strategies that get results.

It’s 2:00 AM on a Saturday. A critical deployment has failed, again. You’re on a conference call with a team of exhausted engineers who are trying to manually roll back a change, hoping they don’t make things worse. Your business stakeholders, who were promised a seamless update, are sending frustrated emails.

You have brilliant engineers, yet every release feels like a high-stakes gamble. The path from a developer’s laptop to a live customer is a murky, complex maze of manual handoffs, tribal knowledge, and heroic efforts. You’re responsible for the outcome, but you have no real visibility into the slow, error-prone system that produces it.

The Hidden Costs of an Opaque Pipeline

An unpredictable and inefficient delivery process isn’t just a technical problem; it’s a significant liability that generates compounding costs.

  • Erosion of Business Trust: When you can’t provide clear answers on when a feature will be delivered or why a release failed, the business loses confidence in the technology organization’s ability to execute. “IT” becomes seen as a bottleneck, not a strategic partner.
  • Hero-Driven Burnout: Your process relies on a few key individuals who know the “magic” to get things deployed. This is not a sustainable model. It creates single points of failure and burns out your most valuable talent, who eventually leave for environments where they can be more effective.
  • Innovation Gridlock: When every release is a high-risk, all-hands event, you can’t afford to do it often. This means valuable features, bug fixes, and security patches sit on the shelf for weeks or months, undelivered. Your innovation pipeline is clogged by your own internal friction.

From Black Box to Glass Box: A Glimpse of the Solution

The solution is to transform your delivery process from an unpredictable art into a reliable science. In SAFe®, this is the Continuously Delivering Value competency. The core of this is building a Continuous Delivery Pipeline (CDP)—an automated, visible, and streamlined path from idea to deployment.

The goal is to identify and break down pain points, transforming your pipeline from a series of disconnected, manual steps into a transparent system where every stage—from build to test to deployment—is optimized for speed and quality. This turns your release from a high-stakes, manual event into a low-risk, automated process.

Your First Step

You can’t fix a process you can’t see. Your first step is to make the work visible. This week, gather your key technical leads around a whiteboard. Include developers, QA, release management, and operations, and ask them to perform a simplified Value Stream Mapping exercise.

Pick the last feature your teams released. For that feature, “Map every step we remember—both manual and automated—that a piece of code goes through to get to production. Then, estimate the ‘wait time’ and ‘pain points’ between each step.”

The delays you uncover will be staggering, and they will point directly to some quick improvements you can resolve.

Unlock the Full Blueprint

Making your pipeline visible is the first step toward fixing it. But creating a true continuous delivery capability requires a systematic approach to automation, testing, and collaboration. The Continuously Delivering Value competency provides a full blueprint for visualizing, building, and optimizing your delivery pipeline.



In this Series:


1 Rene Millman, “83% of Developers Suffer from Burnout,” IT Pro, July 12, 2021, accessed October 28, 2025, https://www.itpro.com/development/software-development/360192/83-of-developers-suffer-from-burnout

The Innovation Brake: When Your Delivery System Can’t Keep Up with Ambition

Editor’s Note: You’re facing unprecedented business challenges. You need more than theories—you need a blueprint. Welcome to a Leader’s Blueprint, your weekly guide to proven strategies that get results.

The CEO’s got a big, game-changing idea, and the product team has the numbers to back it up. All eyes in the strategy meeting turn to you, the technology leader. The question is simple: “How fast can we build it?”

On the outside, you project calm confidence. But on the inside, you’re mentally navigating a minefield of potential bottlenecks, excessive work in process (WIP), and the friction of too many handoffs. The honest answer isn’t a date; it’s a list of caveats. Your ambition as a leader is to say “yes,” but your current system is screaming “not so fast.”

The Hidden Costs of Technical Drag

When your delivery pipeline has too much friction, the consequences ripple through the entire technology organization, creating significant risks and liabilities.

  • The WIP Whirlpool & Bottleneck Backlog: Excessive Work in Process (WIP) and unaddressed bottlenecks create a vicious cycle. Teams are constantly context-switching, leading to slower completion times and a growing mountain of unfinished work. This grinds innovation to a halt, making every future change slower, more expensive, and more complex.
  • Developer Frustration & Attrition: Top engineering talent wants to solve complex problems and ship great code, not spend their days fighting a frustrating system. A slow, cumbersome process leads to burnout and the loss of your best people to competitors with modern tech stacks.
  • Increased System Risk: Every manual handoff and complex, rushed deployment is a potential failure point. As speed is prioritized over stability, the system becomes more fragile, leading to more bugs, unexpected downtime, and security vulnerabilities. This is exacerbated by legacy policies and procedures that are slowing down everything.

From Friction to Flow: A Glimpse of the Solution

The solution isn’t just about better code; it’s about building a better system for delivering that code. In SAFe®, this is the Accelerating Product Flow competency. For technology leaders, this means creating a streamlined, automated path from a developer’s keyboard to a live production environment.

This involves a relentless focus on accelerating flow. Starting with:

  1. Identifying Bottlenecks: This means looking at your entire delivery pipeline—from build times to security scans to testing environments—and finding the single biggest source of delay. Is it a manual approval gate? A slow testing cycle? Addressing these constraints is the key to unlocking speed.
  2. Minimizing Handoffs: Every time work is handed from requirements ideation through to approval for release, you introduce wait time and the potential for error. The goal is to create cross-functional teams and automated processes that reduce these handoffs, smoothing the path to production.

Your First Step

You can begin to diagnose your biggest point of friction this week. Ask one of your engineering teams a direct question:

“What is the most frustrating, time-consuming manual step between writing a line of code and seeing it live in production?”

The answer will immediately pinpoint what you need to resolve first.

Unlock the Full Blueprint

Identifying a bottleneck is the first step, but creating a high-velocity engineering organization requires a holistic approach. The Accelerating Product Flow competency provides a full blueprint for implementing eight flow accelerators, including optimizing time in the zone and getting faster feedback.



In this Series:


1 Stripe, “The Developer Coefficient: Software engineering efficiency and its $3 trillion impact on global GDP,” (September 2018), accessed October 28, 2025, https://stripe.com/files/reports/the-developer-coefficient.pdf

Left in the Dust: When Your Delivery Speed Kills Your Competitive Edge

Editor’s Note: You’re facing unprecedented business challenges. You need more than theories—you need a blueprint. Welcome to a Leader’s Blueprint, your weekly guide to proven strategies that get results.

Your team had a brilliant idea six months ago. The market was ready for it. But by the time you navigated the internal processes, approvals, and development cycles, a smaller, faster competitor launched a similar product. They captured the market’s attention while your “perfect” solution is still weeks from release.

You weren’t out-innovated; you were out-paced. In today’s market, the speed at which you deliver value is just as important as the value itself.

The Hidden Costs of Delay

A slow time-to-market is more than a single missed opportunity; it’s a symptom of a system that is bleeding resources and relevance.

  • Market Irrelevance: When your delivery cycles are longer than market cycles, your solutions are always a step behind what customers actually need.
  • Wasted Innovation: Great ideas die on the vine, stuck in a slow-moving process. Your organization doesn’t have a shortage of innovation, but a shortage of velocity.
  • Decreased Morale: Nothing is more frustrating for talented teams than to see their hard work beaten to the punch or become irrelevant before it even launches.

From Gridlock to Velocity: A Glimpse of the Solution

The solution isn’t to ask your teams to work harder—it’s to redesign your system for speed. In SAFe®, this is the Accelerating Product Flow competency. It’s about streamlining the entire value stream, from idea to delivery, by systematically removing delays.

Two of the eight “flow accelerators” are:

  1. Limiting Work in Process (WIP): It’s like a highway—too many cars create a traffic jam where nothing moves. By limiting the number of new features being built right now, you clear the road, allowing high-priority work to move at maximum speed.
  2. Eliminating Bottlenecks: A bottleneck is any part of your process—like code reviews or testing—where work piles up. By identifying and addressing these choke points, you ensure work moves smoothly through the system.

Your First Step

You can start identifying your biggest constraint this week with a single question. Ask some of your product teams:

“What is the one thing that, if we could fix it, would most speed up our ability to deliver value to the customer?”

Don’t try to solve it yet. Just listen. The answers will point directly to your most significant bottleneck.

Unlock the Full Blueprint

Identifying your bottleneck is the first step, but building a sustainable competitive advantage requires a system designed for speed. The Accelerating Product Flow competency is a complete guide to all eight flow accelerators, including how to get faster feedback and minimize handoffs.



In this Series:


1 Charles H. House and Raymond L. Price, “The Return Map: Tracking Product Teams,” Harvard Business Review, January–February 1991, accessed October 28, 2025, https://hbr.org/1991/01/the-return-map-tracking-product-teams

Your Roadmap: A Windshield or a Rearview Mirror?

Editor’s Note: You’re facing unprecedented business challenges. You need more than theories—you need a blueprint. Welcome to a Leader’s Blueprint, your weekly guide to proven strategies that get results.

In your last product strategy meeting, how much time was spent looking forward versus looking back? It’s a common scene: we do the next item of work without considering if it’s the right thing, pointing to a line item on a twelve-month-old roadmap, a plan created in a different reality. You’re trying to drive the business forward, but your teams are navigating by looking in the rearview mirror.

A plan like this doesn’t illuminate the road ahead; it only reflects commitments made in the past. When your roadmap focuses only on where you’ve been, you’re guaranteed to miss the opportunities right in front of you.

The Hidden Costs of a Static Plan

An inflexible roadmap isn’t just an administrative headache; it’s a direct threat to your business agility and a quiet killer of innovation.

  • Paralysis by Plan: Teams are forced to choose between following an irrelevant plan or going rogue, creating friction and misalignment.
  • Wasted Opportunity: By locking in features months in advance, you lose the ability to react to new market insights or customer feedback, effectively ceding ground to more nimble competitors.
  • Broken Trust: When roadmaps consistently fail to reflect reality, they undermine trust between leadership, product teams, and stakeholders, making true alignment impossible.

From Fixed Plans to Living Guides: A Glimpse of the Solution

The solution is to transform your roadmap from a rigid, feature-based timeline into a dynamic, outcome-focused guide. In SAFe®, this is the Creating Responsive Roadmaps competency.

This approach reframes a roadmap as a strategic communication tool, not an unbreakable promise. It’s a living document that adapts to new information. One of the key tools SAFe uses to prioritize items on this flexible roadmap is Weighted Shortest Job First (WSJF). Instead of prioritizing based on emotion or seniority, WSJF provides an economic framework to determine which features will deliver the most value in the shortest time, ensuring you’re always working on the most important thing.

Your First Step

You can start making your roadmap more responsive today with a simple change in language. This week, pick one high-level initiative on your current roadmap and reframe it with this question:

“For every item currently listed on our roadmap, can we clearly articulate the specific desired outcome and the measurable impact it is expected to have?”

This question helps foster a shared understanding of success criteria and forces everyone to step back from the feature list to ensure the work is tied to the overarching business goals. If a feature cannot be tied to any expected outcome, reconsider its place on the roadmap.

Unlock the Full Blueprint

Shifting your language is the first step, but building a truly responsive planning process requires a complete system. The Creating Responsive Roadmaps competency provides a full blueprint for connecting strategy to execution, using milestones effectively, and facilitating collaborative planning events.



In this Series:


1 “Why Product Teams Keep Roadmaps and Processes Consistent,” ProductPlan, accessed October 28, 2025, https://www.productplan.com/roadmap-processes-consistent/.

Flying Blind: When a Lack of Metrics Grounds Your Product Strategy

Editor’s Note: You’re facing unprecedented business challenges. You need more than theories—you need a blueprint. Welcome to a Leader’s Blueprint, your weekly guide to proven strategies that get results.

You’re in the quarterly strategy meeting. The stakes are high, and a critical decision must be made: which major initiative gets the funding? The debate is passionate, but it’s driven by compelling arguments and seniority, not data. You have dashboards, but they’re filled with vanity metrics. No one can definitively answer the most important question: “Which of these options will actually move the needle on our business goals?”

When the loudest voice in the room becomes your primary decision-making tool, you’re not strategizing; you’re gambling.

The Hidden Costs of an Opinion-Driven Culture

Operating without clear, consistent product metrics is like flying a plane without an instrument panel. The risks are immense and go far beyond inefficient meetings:

  • Strategic Drift: Teams work hard on features that feel important but fail to deliver any measurable value, slowly pulling the product off course.
  • Wasted Investment: Precious capital and talent are allocated to initiatives that don’t impact business outcomes, customer satisfaction, or user engagement.
  • Inability to Learn: Without measuring the impact of your changes, you can’t know what works. Every launch is a shot in the dark, and you never improve your aim.

From Guesswork to Guidance: A Glimpse of the Solution

The antidote to this uncertainty is building a culture of data-driven decision-making. In SAFe®, this is guided by the Measuring Product Performance competency. This framework provides clarity by viewing your product through four essential lenses: Business Outcomes, User Engagement, Customer Satisfaction, and Technical Performance.

This holistic view is powered by combining two types of metrics:

  • KPIs (Key Performance Indicators): These are your instruments, providing a continuous pulse-check on the operational health of your product.
  • OKRs (Objectives and Key Results): This is your destination, aligning everyone toward ambitious, strategic goals.

Using both, you always know your current health and where you’re headed.

Your First Step

You can begin this shift with a single question. This week, pick one significant feature on your upcoming roadmap and ask the team:

“If this feature is wildly successful, which single, measurable metric will change, and in what direction?”

If there isn’t a clear answer, the feature’s purpose—and its value—is a mystery.

Unlock the Full Blueprint

Answering that one question brings immediate clarity. But creating a true data-driven engine requires a complete system. The Measuring Product Performance competency provides a full blueprint for defining meaningful metrics across all four lenses and integrating them into powerful OKRs and KPIs. Stop flying blind. Unlock the full framework, competencies, and guidance you need to make every product decision with confidence. Get access by purchasing your SAFe® Insider membership today.



In this Series:


1 According to the McKinsey Global Institute, as cited on the Data Ideology website, “Data-Driven Organizations Are 23 Times More Likely to Acquire Customers, Six Times as Likely to Retain Customers, and 19 Times as Likely to Be Profitable as a Result”. Retrieved on October 22, 2025, https://www.dataideology.com/data/data-driven-organizations-are-23-times-more-likely-to-acquire-customers-six-times-as-likely-to-retain-customers-and-19-times-as-likely-to-be-profitable-as-a-result/