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Welcome to the TOC Strategy and Tactics Portal
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We’re excited to provide free access to 8 of the 60+ (and growing) Theory of Constraints (TOC) strategy and tactics ranging from the basics of constructing and reading an S&T tree to discussions of the successful application with different companies. These applications were selected to build your TOC knowledge of strategy and tactics from the concepts to complex applications. The same concepts that are applied in one application are applied using a different application (simplified drum-buffer-rope versus critical chain project management. We have listed below the references and abstracts for the free presentations on this portal. In addition, we have provided a comprehensive annotated bibliography of ALL the strategy and tactics presentations and webinar videos currently in our archives. And, at the end of this annotated bibliography is a link to the TOC book list which includes a section on strategy and tactics.

We recognize that all organizations are faced with a massive problem of identifying strategic objective to day-to-day actions to achieve this objective. The organizations described in these presentations have made significant improvement by using the TOC philosophy to continuously improve. TOC is the best methodology for today BUT there will always be a need for continuous improvement. These tools are part of the journey to excellent long-term success in organizations.

Our hope is that you’ll learn from these 6 presentations and are moved to join TOCICO to gain access to the rest of our archives.

TOCICO membership includes:

  • FREE on-line access to all past TOCICO conference videos including the 50+ additional strategy and tactics videos – there are several hundred videos starting with the second conference in 2004. These were previously sold for $149 per conference (totaling $1,788), but now, viewing ALL of them are INCLUDED with your membership.
  • Discounts on TOCICO products and conference attendance.
  • FREE access to the over 50 recorded webinars by some of your favorite TOC authors.
  • FREE registration to all new webinars – and just wait until you hear what’s in the works!
  • FREE pdf of the TOCICO Dictionary – 135 pages of pure content.
  • All 6 Strategy & Tactics trees by Eliyahu M. Goldratt
  • Over 20 Theory of Constraints articles with more on the way.
  • And, access to networking with the TOC community around the world on the TOCICO website. Build your page, start discussions, or contact another member – the new TOCICO website is web 2.0 ready and ready for you to engage.




Barnard, A. (2013). Strategy and Tactic (basics workshop). TOCICO International Conference: 11th Annual Worldwide Gathering of TOC Professionals, Bad Nauheim, Germany, Theory of Constraints International Certification Organization.

The introduction by Dr. Eli Goldratt in 2002 (Goldratt 2002) of a 'new' TOC-based Thinking Process (TP) called a 'Strategic & Tactics' tree (S&T) is being viewed by more and more executives and managers, as one of the most important breakthroughs in ensuring that holistic business or organization strategies are defined, properly validated, communicated and implemented to achieve harmony within organizations. The S&T can for the first time provide us with a practical process and logical structure for defining and communicating all the necessary and sufficient changes as well as the sequence of implementation of these changes to achieve more goal units for the organization. It not only answers the question WHAT and HOW, but as importantly the WHY. This Basics Workshop provides attendees with an introduction to Strategy & Tactic trees, how to create and use these to communicate changes within an organization and also how organizations can use these to address the common engines of disharmony within organizations that waste their scarcest resource – management attention. The workshop includes a real-life example and new developments to significantly simplify the process to create and validate S&Ts.


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Thompson, J. (Apr. 9th, 2010). An introduction to constructing strategy and tactic trees. TOCICO Webinar Series. TOCICO, Theory of Constraints International Certification Organization.

John will present an introduction to constructing Strategy and Tactic Trees (S&T). Starting with the basics, he will describe a simplified approach demonstrating where to start, how to frame the subject and then generate the S&T.


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Scheinkopf, L. (2009). The TOC strategy & tactics tree: aligning & synchronizing for ongoing improvement. 1st Annual North American Regional TOCICO Conference, Tacoma, WA, Goldratt Marketing Group.

This presentation describes the strategy and tactics (SnT) tree, what it is, why it is important, the questions it answers, why it is an incredibly important tool not just for implementations, but for C-level (and for that matter, all levels) of an organization. This presentation features the five questions. 1. What am I responsible for accomplishing? 2. Why is what I'm responsible for really needed by the organization to improve vis-à-vis its goal? 3. What must I do to accomplish it? 4. Why will this action/activity achieve it? Why is accomplishing this at risk without providing another level of detail for my subordinates?


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Abuhab, M. (2010). How did a Brazilian company improve its results, strategies and processes by managing the pull x push dilemma. TOCICO International Conference: 8th Annual Worldwide Gathering of TOC Professionals, Las Vegas, NE, Goldratt Marketing Group.

This presentation provides a discussion on how Big Frango increased its sales with lower inventory levels through implementing strategies and processes to manage the supply chain dilemma between retailers and suppliers implementing VMROI (vendor managed return on investment). Big Frango is a $350 million total sales company comprised of three plants and six distribution centers. 400,000 chickens are processed daily. 50% are commercialized, 20% for wholesalers and 30% for exportation. 35% is fresh and 65% is frozen. Big Frango's biggest UDE is sales are lost due to its products' unavailability in the stores. The supplier and retailer conflict is: A Increase the return on investment; B Increase sales; D Push; and C Reduce inventory; D' Pull. The VMROI solution is based on exploiting shelf space by improving replenishment frequency, implementing automatic replenishment; replacing slow movers with fast movers; changing its product mix; applying the right measures; etc.


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Buters, F. J. (2009). Strategy & tactics for managing multi-projects. First European TOCICO Regional Conference, Amsterdam, The Netherlands, Goldratt Marketing Group.

This presentation provides a brief history of critical chain (CC), a discussion of the structure and definitions of the strategy and tactics (S&T) tree and what I can do when I go back to my company to start on theory of constraints project management. The S&T helps you implement critical chain holistically with decisive competitive edges of reliability and doing projects faster. The build, capitalize and sustain stages are discussed. The first actions must provide significant results to get and maintain management attention. We do an explicit learning program on CC so that it is integrated into the organization culture. This is the introduction to three different case studies.


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Jha, B. (2007). Tata Steel: An update on Viable Vision: Discovery & learning. TOCICO International Conference: 5th Annual Worldwide Gathering of TOC Professionals, Las Vegas, NV, Goldratt Marketing Group.

This presentation discusses the calculation of the Tata Steel organization’s profits attributed to the Viable Vision (VV). The financial impact and training requirements are presented. The reduction in TRD (throughput rupee days) is provided for a year’s period in aggregate and separated into three different processes (cold and hot rolled, longs and tubes, and wires). The detailed strategy and tactics (S&T) tree for Tata Steel VV implementation is provided through level 3. The decisive competitive edges (CE) are: 2.1 Distributors CE; 2.2. Reliability CE; 2.3 Rapid CE; and 2.4 VMI CE. The detailed steps with necessary assumption, strategy, parallel assumption, tactic, and sufficiency assumptions are provided. A model for maximizing the throughput from the mines which includes flow, mine life and value is provided. The use of buffer management is illustrated. Major objectives, actions and achievements are provided. The use and results of critical chain in maintenance and sustenance projects are discussed.


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Davuluri, S. R. (2009). Viable Vision implementation experience in Neuland. TOCICO International Conference: 7th Annual Worldwide Gathering of TOC Professionals, Tokyo, JP, Goldratt Marketing Group.

This presentation describes the background of the Viable Vision (VV) implementation at Neuland Labs. The analysis of the various stages of implementation, lessons learned, corrections made, and results achieved are provided. Neuland is an API manufacturer (make the active ingredients that go into many medicines) doing contract research and contract manufacturing with two US FDA/EU/TGA/PMDA approved manufacturing facilities. Neuland has a 40,000 square foot state-of-the-art R&D facility with 185 scientists in R&D and over 1500 total employees; and exports to 85 countries. Over 80% of its business is conducted in the US and Europe. Neuland entered into the Viable Vision (VV) in 2006 which was initially based on the strategy and tactics (S&T) tree based on the vendor managed inventory (VMI) solution but changed to the reliability and rapid response (RRR) S&T tree solution. At the beginning of the implementation capacity became totally booked; this required a massive elevation of capacity requiring significant capital investment. The API environment includes long touch times, regulatory issues, unstable processes, and long approval cycles. Additionally sales and marketing were not aligned with operations. Top management has to give 100% commitment to the VV project. Getting the right measurement system is the key to the VV. Throughput and due date performance (OTIF-on time in full) are made primary measures and the bonuses of employees are linked to these measures. The S&T tree must be tailored to the individual environment. You must recognize that you must understand the old environment as many times what they are doing is right and not based on the old paradigm. Release control, daily buffer management (BM), BM priority system, emphasis on full kit and preparations were essential to implementing the S&T tree. Eli Goldratt discusses the presentation and the one-page report that give you the dashboard for projects; this same visibility is not available in distribution and production. When we have a deviation we need input from different functions. We need the organizational S&T tree. He apologizes for his abruptness and lack of politeness in pointing out the problem of companies not recognizing and therefore underestimating their new found potential.


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Raz, R. and P. Sukumaran (2011). TOC for effective merchandise Titan Industries Limited Jewellery Division. TOCICO International Conference: 9th Annual Worldwide Gathering of TOC Professionals, Palisades, NY, Goldratt Marketing Group.

Titan Jewelry is a division of Titan Industries, the largest jewelry retailer in India, and part of the Indian TATA group. Titan Jewelry embarked on a Viable Vision (VV) project, with the goal to sustain their status as an ever flourishing company. The challenge lies in exploiting the main constraint of any retailer – the traffic in stores, while increasing inventory turns. This translates to improving the merchandise effectiveness: having the right inventory in the right store at the right time. The more effective the inventory , the less inventory is needed to support the current level of sales. The more effective the inventory the better we can exploit the current traffic. The unique nature of the jewelry industry is discussed which includes sales distribution over time having a long tail. A process for addressing the head, the body and the tail of the distribution is provided. An update of this presentation was given in 2012.


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The Complete Strategy & Tactics Video Bibliography



The Complete TOC Book List



Our hope is that you will learn from these eight presentations and are moved to join TOCICO to gain access to the rest of our archives.

TOCICO membership includes:

  • FREE on-line access to all past TOCICO conference videos including the 50+ additional strategy and tactics videos – there are several hundred videos starting with the second conference in 2004. These were previously sold for $149 per conference (totaling $1,788), but now, viewing ALL of them are INCLUDED with your membership.
  • Discounts on TOCICO products and conference attendance.
  • FREE access to the over 50 recorded webinars by some of your favorite TOC authors.
  • FREE registration to all new webinars – and just wait until you hear what’s in the works!
  • FREE pdf of the TOCICO Dictionary – 135 pages of pure content.
  • All 6 Strategy & Tactics trees by Eliyahu M. Goldratt
  • Over 20 Theory of Constraints articles with more on the way.
  • And, access to networking with the TOC community around the world on the TOCICO website. Build your page, start discussions, or contact another member – the new TOCICO website is web 2.0 ready and ready for you to engage.


You may also want to check out our other Portals: