The Iceberg Stress Test

TL;DR

A 90-point diagnostic tool for evaluating whether a business unit should be separated from its parent organization.

A 90-point diagnostic tool for evaluating whether a business unit should be separated from its parent organization. Like an iceberg, most organizational stress is invisible below the surface - this test reveals the hidden cracks before they cause sudden separation.

When to Use The Iceberg Stress Test

Use when a business unit feels misaligned or when activists pressure for spinoffs - reveals hidden stress across strategic fit, growth trajectory, and cultural dimensions before sudden cracks appear.

How to Apply

1

Evaluate Strategic Fit (0-30 points)

Assess customer overlap, technology/capability sharing, and competitive moat contribution.

Questions to Ask

  • Do core and unit share customers? (10 = 100% overlap, 0 = 0% overlap)
  • Do core and unit share technology/capabilities? (10 = fully shared, 0 = completely distinct)
  • Does unit strengthen core's competitive moat? (10 = essential, 0 = irrelevant)

Outputs

  • Strategic Fit Score (0-30)
2

Evaluate Growth Trajectory (0-30 points)

Compare unit performance against core on growth rate, profitability, and capital efficiency.

Questions to Ask

  • Unit growth rate vs. core growth rate? (10 = unit growing 3×+ faster, 5 = same rate, 0 = unit declining)
  • Unit profitability vs. core? (10 = unit more profitable, 5 = same, 0 = unit unprofitable)
  • Unit capital efficiency vs. core? (10 = unit requires less capital, 5 = same, 0 = unit requires more capital)

Outputs

  • Growth Trajectory Score (0-30)
3

Evaluate Cultural/Leadership Stress (0-30 points)

Assess leadership satisfaction, talent mobility, and collaboration quality.

Questions to Ask

  • Are unit leaders satisfied with autonomy? (0 = frustrated, 10 = satisfied)
  • Is talent transferring between core and unit? (10 = frequent, 0 = never)
  • Do core/unit leaders collaborate easily? (10 = strong collaboration, 0 = conflict)

Outputs

  • Cultural Stress Score (0-30)
4

Calculate Combined Score and Determine Action

Sum all three dimensions and apply decision thresholds.

Outputs

  • 60-90 points: Healthy integration - maintain connection, monitor quarterly
  • 30-59 points: Moderate stress - run 90-day deep analysis before deciding
  • 0-29 points: High stress - begin controlled calving planning within 30 days

Related Mechanisms for The Iceberg Stress Test

Related Organisations for The Iceberg Stress Test

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