The quarterly program review. Watermelon slides, all of them. Green on the outside, red on the inside.
The team leader taps her pen against her notebook, while the lead engineer shifts in his chair. The PMO catches my eye for half a second, then looks away. No one dares to verbalize what we all know to be true—that every green screen depends on assumptions that continue to go unquestioned. After nearly a decade of corporate transformation, I’ve seen countless initiatives fall to the same silence.
Organizations are well versed in setting goals, defining tasks, and connecting them with a roadmap. That works well when the world holds still long enough for the plan to play out, but what happens when markets shift mid-quarter, competitors make moves you didn’t anticipate, and the assumptions underneath your strategy quietly stop being true?
What’s missing is the layer of strategic judgment between where you are today and where you’re trying to go. Rather than a better plan, organizations across the board need a better system for deciding what to do next, given what you know now. Without it, teams keep executing against goals that made sense six months ago while the world moves on without them. That gap is the missing middle.
The Missing Middle
Think back to your last annual planning cycle. Leadership sets the goal: grow market share 10%. The next question should be, "How do we do that?" But the real answer is a cascading set of questions, dependencies, and factors outside anyone's control. So, teams swap it for an easier one: “What can we achieve?” Known broadly as substitution bias or attribute substitution, we tend to substitute difficult, complex questions with simpler, easily-answered ones to conserve energy and time. Subconsciously, growing market share can equate to launching three products, creating discrete, quantifiable targets while nobody asks how the metric actually advances the goal.
Now, the metric is set. Teams align on launching three products, and that's what they're measured against. They'll achieve it by any means necessary, whether it's still the right thing to do or not. The metric is no longer a useful signal; once it becomes the target, it stops measuring what you actually care about.2
When markets inevitably shift, competitors move, and customer needs change, the goals you set don’t. The targets teams set at the start of the year slowly stop measuring what matters, and nobody updates them because the whole system is built to execute, not to question.
The feeling of making progress is the strongest driver of daily motivation, and completing tasks gives you that feeling, regardless of whether or not you’re moving in the right direction.3,4 Researchers call this completion bias: we gravitate toward work with a clear finish line and avoid the harder questions that don’t have one. But strategic judgment never looks like progress. There’s no finish line nor box to check. So, teams skip it and default to the work that feels productive.
The system rewards completing the plan and often punishes questioning whether the plan still makes sense. Scrapping the roadmap mid-quarter because the market shifted doesn’t show up on a performance review, and systems produce what they incentivize. If the structure rewards execution and ignores judgment, judgment disappears.
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Why AI Raises the Stakes
AI has accelerated the pace of change to a point where traditional planning frameworks can't keep up. The tools leaders have relied on for decades were built for a more stable and predictable world. Deep, rigorous strategic thinking has always been valuable, but it used to be enough to do it once a year. That's no longer the case. Leaders need new systems to bring that level of strategic rigor into real-time operations.
Everyone said AI would free people up for strategic thinking, but the research tells a different story. While AI can take over lower-level tasks, that freed-up time tends to get reinvested into more tasks, not better decisions.5 Without scaffolding for higher-level work, velocity increases but impact doesn't. The missing middle determines whether transformation creates real value or just generates more activity.
This is also where the opportunity lives. AI can extract the assumptions teams don't even realize they're making and connect dots between things that seem unrelated. Those connections create real-time strategic judgment: a clear, continuously updated understanding of what they're doing and why.
This isn't only hypothetical. On the AI transformation programs I’ve led, we’ve run our meeting transcripts against our stated goals, market signals, and strategy decks. AI surfaced the questions we hadn’t answered. What decisions were we avoiding? What assumptions were we operating on that nobody had pressure-tested? What did we know, what didn’t we, and what should we do next? That real-time calibration keeps teams continuously grounded in reality.
Using AI to elevate strategic judgement, rather than just completing more tasks, is a fundamentally different way of working. It forces teams to face the tough questions head-on, keeping them disciplined in their execution and flexible when reality changes.
Decision Trees, Not Roadmaps
Before the next roadmap review, try shifting one question: Instead of "Are we on track?" ask, “Are we on the right track?” What must be true for your plan to work?
Have each person on your team independently write down the three most important decisions you need to make to move forward. Not the tasks or goals, but the decisions that, if avoided, could sink the project. Then come together and compare. Where you agree, you have clarity. Where you differ, you've found the missing middle and the assumptions underneath that nobody's examined.
Consider swapping your roadmap for a decision tree. A roadmap assumes the path is known, while a decision tree is built for uncertainty. It surfaces what you know, what you don't, and what you're going to do about it, positioning you to stay focused on the bigger picture while remaining flexible in how you get there.
The pressure doesn't go away, but it does change shape, from performing certainty to building clarity. Only after we question what we’ve learned, what’s changed, and what decisions we need to make, can we meaningfully turn our attention to the work that comes next.
Organizations celebrate completing tasks. There are no systems for confronting a hard decision. Maybe that's the thing worth building next.



















