Umanastrategies — Strategy Notes From the Field, Drawn From Real Consulting Engagements

183 case notes filed · updated weekly

Notes from the strategy field.

Strategy Notes From the Field, Drawn From Real Consulting Engagements

What I write about

Four desks — one consulting voice.

Strategy notes are filed under one of four desks. Each comes from inside the work, not from the public side of it.

  • No. 01

    Business / Strategy / Consulting

    Field notes on what actually works inside live engagements — not what the case study says afterward.

    94 notes filed →

  • No. 02

    General

    Patterns the data shows up in deck after deck. Sometimes inconvenient. Always documented.

    65 notes filed →

  • No. 03

    Finance

    Conversations from the table, not the playbook. The unedited version of what got debated.

    6 notes filed →

  • No. 04

    Industrial

    Specific tactics that earn their keep across the engagement lifecycle. Tested, not theorized.

    6 notes filed →

Selected case notes

From this quarter’s engagements.

All notes

Method

How a strategy note gets written.

  1. 01

    Live engagement first

    Every note starts inside an active client engagement. No backfilled theory, no anonymous frameworks.

  2. 02

    Anonymize, then question

    Names and numbers come out; the structural pattern stays. Then the part I keep asking myself: would this still be true elsewhere?

  3. 03

    Test against the rest of the desk

    Pulled against the past 30 engagements. If it only shows up in one, it’s a moment. If it shows up in five, it’s a pattern.

  4. 04

    Filed with the caveats

    The note ships with what would falsify it. Strategy advice without falsification conditions is just opinion in a confident font.

The notes here are the first thing I forward to a new operator. They’re the rare strategy reads that admit what didn’t work alongside what did.

Helena Cortes Head of strategy, Tier-2 consultancy

Asked at the desk

Common questions, honest answers.

Are these notes from actual client engagements?
Yes. Every published note is rooted in a live engagement. Identifying details get anonymized; the structural lesson stays.
Can I share or cite these notes in my own work?
Yes — attribution appreciated. If you’re using a note inside a deck or proposal, drop a line so I can flag any context that’s aged out.
Do you take outside consulting work?
Selectively. Most engagements come through referral from prior clients. Email the desk with the situation in 3-5 sentences and I’ll respond within a week.
How often do new notes ship?
Weekly — usually Sundays. Subscribers get the note plus a short context piece on why I’m thinking about it now.