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Structuring & Communication · Lesson 2

Issue trees and the profit tree

You're previewing this lesson for free. It joins your tracked path once you pass Foundations's capstone.

Intuition

An issue tree is a family tree for a problem. You start with one big question at the top ("why are profits down?") and keep asking "what is this made of?" until each branch is small enough to actually measure. A messy problem feels infinite; a tree makes it finite — suddenly there are only six boxes to check, not a fog.

The profit tree is the single most reused tree in all of casework, because almost every business question eventually touches money.

Framework

  • Start with the equation. Profit = Revenue − Costs. Revenue = Price × Quantity. Costs = Fixed + Variable. These identities are always true, so they're always MECE.
  • Keep splitting until measurable. Quantity → existing customers × purchase frequency + new customers. Don't stop at "revenue is down" — push to which lever.
  • Branch by one logic per level (the MECE rule from the last lesson).
  • Then hypothesize. A tree isn't the answer; it's the menu. Pick the branch you suspect drives the problem and test it first.

Worked Example

A gym chain's profit drops 15%. You write the profit tree out loud: "Profit is revenue minus cost. Revenue is members × monthly fee. Costs are rent and staff (fixed) plus utilities and equipment (variable). Since rent rarely jumps overnight, my hypothesis is a revenue problem — specifically member churn. Can I see the membership trend?" In thirty seconds you've gone from a vague drop to a single number you want to see.

The tree earns its keep the moment it lets you say "I'd look here first, because…". That sentence is the whole point.

Pitfalls

  • Drawing a beautiful tree and then never using it to pick a branch.
  • Stopping one level too shallow ("it's a cost problem") instead of pushing to the driver.
  • Reinventing the profit identity — Revenue − Costs is given, don't debate it.

Now do it

Reading is not the same as doing. One quick rep — perform this move yourself, and the coach reacts. This is what marks the lesson complete.

The case

A regional coffee chain's profit dropped 20% last year. The owner has no idea why.

Break 'profit dropped' into the 2–3 drivers you'd investigate first. Go one level deeper than 'revenue and costs'.

Example shape: Revenue side → fewer customers? lower spend per visit? · Cost side → rent? bean prices?