Risk · Choose

Falsification test

Asks what evidence would prove the strategy wrong, and then whether anyone is looking for it. A strategy nothing could falsify is a belief.

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Stage
03 Choose
Works at
All levels
Maturity
Any
Time
An hour

What it is

An application of Popper's falsifiability criterion to strategic claims: for each significant assertion, what observation would show it to be false, and would you see it? Claims that cannot be falsified cannot be tested, and should not carry weight in a decision.

The claim
A specific strategic assertion, stated precisely enough to be checked. Precision is most of the work.
The falsifying condition
What would have to be observed for the claim to be wrong. Not what would make it harder — what would establish it as false.
Observability
Whether that evidence would actually reach you, through which channel and who would notice.
Timeframe
By when you would expect to know. Without a date, claims are never tested, merely carried.
Unfalsifiable claims
Assertions nothing could disprove. Legitimate as values, dangerous as strategy, and worth labelling as one or the other.
The mistake people makeThe test only works if someone is genuinely prepared to change their mind. Run as a formality it produces a set of falsifying conditions nobody monitors, which is worse than not running it because it creates the impression of rigour.
What it’s forYou want to know what evidence would prove the strategy wrong, before you commit.
What it’s not forYou are not willing to change your mind. Then it is a formality and everyone can tell.

How you run it

  1. State each major claim preciselyVague claims cannot be falsified, which is part of why they survive. "We will win on service" needs to become something checkable.
  2. Ask what evidence would disprove itNot what would make it harder — what would establish it was wrong. If nothing could, the claim is not doing analytical work.
  3. Check the evidence would be visibleA falsifying condition you would never observe is no better than none. Name where the signal would show up and who would see it.
  4. Set a dateBy when would you expect to know? Open-ended claims never get tested because there is never a moment when they are due.
  5. Flag the unfalsifiable onesClaims nothing could disprove are values or hopes. They may be fine as either — they should not be load-bearing in a strategy.

The prompt

Two ways to run it

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