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Strategy is a Winning Position

by JD Meier

Strategy is a Winning Position

“The essence of strategy is not to compete for the sake of competing, but to position yourself so clearly that competition becomes irrelevant.” — JD Meier

A strategy isn’t a plan.   Strategy is about securing a winning position in the market.

If you’re simply competing, you’re losing.

The best strategies don’t just make you better; they make you the only compelling choice for your ideal customers.

But what exactly is a winning position?

And how do the best strategists think about it?

Let’s break it down—learning from the world’s top strategy minds and applying it to real-world success.


Strategy is a Winning Position

Most businesses don’t have a real strategy—they just have a plan or a list of goals.

But strategy isn’t just about doing more things—it’s about creating a winning position that sets you apart and makes you the obvious choice for your ideal customers.

If you can’t define your winning position, you’re just competing on execution, which is a race to the bottom.

In this article, we’ll break down what a winning position means, why it matters, and how to create one for yourself.


Roger Martin on Strategy is a Winning Position

In this video, Roger Martin of HBR explains how strategy is a winning position:


What Is a Winning Position?

A winning position is a sustainable strategic advantage that makes you different in a way that customers value and competitors can’t easily copy.

  • It’s unique. You’re not just another option—you’re the best option for a specific need.
  • It’s sustainable. It’s hard for competitors to replicate.
  • It’s customer-driven. It’s based on why customers choose you over alternatives.
  • It’s a strategic choice. You’re not trying to do everything—you’re focused on what truly differentiates you.

Example: Southwest Airlines’ low-cost, high-efficiency model is a winning position because it’s deliberate, unique, and difficult for competitors to copy without completely restructuring their business model.


Why a Winning Position Matters

Without a winning position, businesses fall into common traps:

❌ Competing on price – If customers can’t see why you’re different, they’ll just choose the cheapest option.
❌ Being easily replaceable – If competitors can copy you easily, you have no long-term advantage.
❌ Chasing too many opportunities – A lack of focus leads to diluted value and weak differentiation.

Winning positions aren’t about being everything to everyone—they’re about being the best at something specific that customers care about.


Key Thinkers on Strategy as a Winning Position

The idea that strategy is about a winning position comes from several influential thinkers in strategy, particularly from Michael Porter, Richard Rumelt, and Roger Martin.

  1. Michael Porter (Competitive Strategy)
    • Porter argues that strategy is about creating a unique and valuable position in the market.
    • A strong strategy requires trade-offs—choosing where not to compete to strengthen your position.
    • Example: Southwest Airlines’ low-cost, no-frills, high-efficiency model is a winning position that traditional airlines cannot easily copy.

    Quote:
    “The essence of strategy is choosing to perform activities differently than rivals do.”

  2. Richard Rumelt (Good Strategy, Bad Strategy)
    • Rumelt emphasizes that a good strategy identifies a challenge and positions the business to overcome it uniquely.
    • The best strategies leverage an asymmetry—finding a unique strength that competitors cannot match.

    Quote:
    “A strategy is a way through a difficulty, an approach to overcoming an obstacle, a response to a challenge.”

  3. Roger Martin (Playing to Win)
    • Martin argues that strategy is about making bold choices that lead to a sustainable winning position.
    • He defines strategy as a set of choices that determine where you play and how you win.

    Quote:
    “Strategy is about making specific choices to win in the marketplace.”


How to Find Your Winning Position

If strategy is a winning position, how do you define yours? Ask these piercing questions:

  1. What will your future customers pay you for a year from now?
    Forces you to think ahead and focus on sustainable value.
    Sharper Variation: “What unique value will customers willingly pay you for in a year that they won’t find elsewhere?”
  2. Why should your customers choose you over all the options in the market?
    Forces you to define your differentiation and competitive clarity.
    Sharper Variation: “What makes you the most compelling, irreplaceable choice for your ideal customer?”
  3. Which customer, if you serve them exceptionally well, will define your future success?
    Forces you to be selective about who you serve.
    Sharper Variation: “Who is the smallest viable audience that, if you dominate, will make you unstoppable?”

Example Winning Positions

The best strategies are built on a clear, differentiated, and sustainable winning position.

Here are real-world examples of companies and frameworks that carved out a unique place in their markets—one that makes them the obvious choice for their customers.

1. Apple: Premium, Seamless, and Integrated Ecosystem

✅ Winning Position: “The best-designed, most seamless technology experience across devices.”

  • Apple doesn’t just sell hardware—it sells a unified experience that competitors struggle to replicate.
  • Why it works: The ecosystem (Mac, iPhone, iPad, Watch) creates a moat that locks in customers.
  • Why it’s hard to copy: The deep integration of hardware, software, and services is uniquely Apple’s strength.

2. Tesla: The Future of Electric, Performance, and Status

✅ Winning Position: “Not just an electric car, but the most desirable, high-performance status symbol.”

  • Tesla defined EVs as high-tech, luxury performance machines, rather than just eco-friendly alternatives.
  • Why it works: The Supercharger network, battery tech, and direct-to-consumer sales create a structural advantage.
  • Why it’s hard to copy: Other automakers struggle to match Tesla’s brand, speed of innovation, and customer loyalty.

3. Southwest Airlines: Low-Cost, Hassle-Free Travel

✅ Winning Position: “Affordable air travel without the extra fees and complexity.”

  • Southwest built a moat by focusing on low-cost, high-efficiency, and customer-friendly policies (no baggage fees, point-to-point flights).
  • Why it works: Trade-offs—no first-class, no assigned seating, no international flights—allow them to keep costs low.
  • Why it’s hard to copy: Competitors would have to redesign their entire business model to match Southwest’s efficiency.

Winning Positions in My Work

Here’s how I define winning positions for my own frameworks and services:

✅ My CEO Membership: “The most exclusive, high-value insights club for transformational CEOs.”

  • Why it works: Highly curated insights, frameworks, and executive-level conversations that leaders can’t get elsewhere.
  • Why it’s hard to copy: The depth of knowledge, network, and real-world experience set it apart from generic mastermind groups.

✅ Agile Results: “The most practical and battle-tested productivity system for high achievers.”

  • Why it works: Built for real-world execution, not just theory.
  • Why it’s hard to copy: Decades of refinement, used by top leaders, and a simple yet powerful approach that makes it sticky.

✅ AI Coaching: “The go-to coach for leaders who want to integrate AI into their strategy and leadership.”

  • Why it works: AI coaching isn’t just about tools—it’s about how leaders transform their thinking, decision-making, and execution.
  • Why it’s hard to copy: The unique combination of AI expertise, leadership insight, and real-world business transformation.

What Makes These Winning Positions Work?

  1. They are clear. They tell customers exactly what makes them different.
  2. They are valuable. They solve a real problem that matters.
  3. They are hard to copy. The advantage isn’t easily replicated by competitors.

A strong winning position means that when a customer needs what you offer, you are the only obvious choice.

What’s your winning position? Define it in a way that makes your competition irrelevant.


Final Thoughts: Strategy Is a Choice, Not a Plan

Most businesses confuse planning with strategy. A plan tells you what to do—a strategy defines why you win.

If you can’t clearly define your winning position, you’re just competing on execution, and execution alone is not a strategy.

To create a real strategy, start by asking the right questions:

🔹 What makes you truly different?
🔹 Why will customers choose you?
🔹 How will your differentiation remain strong over time?

The sharper your winning position, the clearer your path to success.

Next Step: Define your winning position today.

What’s the one thing that makes you the only obvious choice for your customers?

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I am J.D. Meier. I help you unleash your greatest impact. Former head coach for Satya Nadella's innovation team. 25 years of Microsoft. Learn more...

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