Behavioral Strategy Discipline Charter

This charter defines the discipline as you are building it: Fit‑first, field‑validated, and measured in behaviors, not proxies, not press‑release science.

Tenets

  • Fit Order: Problem → Behavior → Solution → Product. Never skip gates.
  • Immediate Objective: Achieve Behavior Market Fit (BMF) for a clearly defined behavior in a defined segment.
  • Field Before Theory: Prioritize observed behavior in real contexts over lab generalities.
  • Measurement: Report Δ‑B, TTFB, and behavior retention (with denominators and windows). Avoid proxy KPIs.
  • Evidence Discipline: Link claims to sources or label numbers as illustrative. Maintain an Evidence Ledger.
  • Ethical Transparency: Defaults are configuration. Preserve autonomy, explain recommendations, and keep change paths reversible.
  • Practical Creativity: Favor situation‑specific designs informed by behavioral science. Avoid “one‑size‑fits‑all” nudges.
  • Replication Awareness: Treat contested effects with caution (e.g., broad loss‑aversion claims). Test in your context.

Practitioner Code

  • Publish stage‑gate thresholds (pre‑registered where feasible).
  • Tie outcomes to behaviors; avoid attitudinal metrics as endpoints.
  • Report denominators, windows, assignment, and cohorting for every claim.
  • Distinguish illustrative examples from measured results.
  • Document limiting BSM components and how the solution addresses them.
  • Avoid nudge theater and proxy wins (clicks, toggles) masquerading as behavior.

Fit‑First Workflow (Four‑Fit)

1) Problem Market Fit → evidence users seek solutions to a meaningful problem.
2) Behavior Market Fit → users can and will perform the selected behavior in context (exciting, feasible, rewarding).
3) Solution Market Fit → the solution measurably enables that behavior with low friction (TTFB/completion thresholds).
4) Product Market Fit → behavior sustains in the market with viable economics.

See: Behavioral Research, Behavior Ranking & Selection, Designing Products.

What We Reject

  • “Nudges” as a strategy. Use them as finishing tools only after fit is proven.
  • Attitudinal claims without behavioral evidence.
  • Priming/”magic words” theater and unreplicated lab effects as prescriptions.
  • Overstated “defaults did it” narratives (e.g., organ donation) that ignore system design.

Reporting Template (Behavioral Outcome)

Project: [Name]
Target behavior: [Operational definition]
Segment: [Defined audience]
Window: [e.g., 30 days]
Denominator: [e.g., all exposed]
Baseline completion: [pp]
Post completion: [pp]
Δ‑B: [pp]
TTFB: [median mm:ss]
Retention: [D30, D180]
Notes: limitations, confounders, turnback rules
Evidence: Ledger IDs and links

See also: What is Behavioral Strategy?, Behavior Market Fit, Measurement Standards.