Education

Learn and master Behavioral Strategy through curated resources, from essential reading to practical workshops.

Why Education Matters in Behavioral Strategy

Behavioral Strategy requires a unique blend of knowledge spanning psychology, business strategy, research methods, and implementation skills. Unlike traditional strategy education that focuses on frameworks and analysis, Behavioral Strategy education emphasizes:

  • Evidence-based thinking - Moving beyond assumptions to validated behaviors
  • Cross-disciplinary integration - Combining insights from multiple fields
  • Practical application - Translating theory into measurable outcomes
  • Iterative learning - Continuous improvement based on behavioral data

Learning Path Overview

🎯 Foundation Level (0-3 months)

Start here if you’re new to behavioral science or strategy:

  1. Core Concepts - Understand the Four-Fit Hierarchy and basic principles
  2. Behavioral Science Basics - Key psychological principles that drive behavior
  3. Research Methods - How to validate behaviors, not just gather opinions
  4. First Projects - Apply basics to a simple behavioral challenge

Key Resources:

  • Essential Reading List - Foundation first: behavior measurement, field experiments, product adoption, and personality science with strong validation.
  • Quick Reference Guide - Keep handy for daily use
  • Glossary - Master the vocabulary and rules of evidence

🚀 Practitioner Level (3-12 months)

For those ready to lead behavioral strategy initiatives:

  1. Advanced Research - Ethnographic observation, behavioral analytics
  2. Intervention Design - Creating solutions that enable behaviors
  3. Measurement Systems - Building behavioral KPI frameworks
  4. Team Leadership - Running behavioral strategy projects

Key Resources:

🏆 Expert Level (12+ months)

For seasoned practitioners advancing the field:

  1. Organizational Transformation - Scaling behavioral change
  2. Innovation Methods - Creating new behavioral solutions
  3. Industry Specialization - Deep expertise in specific sectors
  4. Thought Leadership - Contributing to the discipline

Core Competencies Framework

1. Behavioral Analysis

  • Identify and decompose complex behaviors
  • Use the Behavioral State Model for assessment
  • Recognize behavioral barriers and enablers
  • Predict behavior likelihood and intervention success

2. Research & Validation

  • Conduct effective user interviews
  • Perform ethnographic observation
  • Design behavioral experiments
  • Analyze behavioral data

3. Solution Design

  • Map behaviors to features
  • Reduce behavioral friction
  • Design effective triggers and rewards
  • Create sustainable behavior change

4. Implementation & Measurement

  • Define behavioral KPIs
  • Build tracking systems
  • Run A/B tests on behaviors
  • Iterate based on data

Available Educational Resources

📚 Essential Reading List

A carefully curated progression of 30+ books and papers, organized by:

  • Learning stage (Foundation → Advanced → Specialized)
  • Topic area (Theory → Application → Case Studies)
  • Format (Books → Papers → Articles)

The reading list includes classics like Kahneman’s “Thinking, Fast and Slow.” We prioritize sources with strong empirical grounding and practical transfer to product and org design.

Self-Assessment Tool

Not sure where to start? Rate yourself on these competencies (1-5 scale):

  1. Behavioral Science Knowledge
    • Can you explain loss aversion, social proof, and habit loops?
    • Do you understand the psychology of motivation and decision-making?
  2. Strategic Thinking
    • Can you connect business objectives to required behaviors?
    • Do you think in terms of behavior chains and dependencies?
  3. Research Skills
    • Can you design and conduct behavioral research?
    • Do you know when to use observation vs. surveys?
  4. Implementation Experience
    • Have you designed solutions that successfully changed behavior?
    • Can you diagnose why behavioral interventions fail?

Scoring:

  • 4-8 points: Start with Foundation Level
  • 9-14 points: Ready for Practitioner Level
  • 15-20 points: Explore Expert Level resources

Common Learning Mistakes to Avoid

1. Theory Without Practice

Reading about behavioral science without applying it leads to shallow understanding. After each learning session, identify one concept to test.

2. Skipping Validation

The biggest mistake is jumping from learning to building without validating behaviors. Always test with real users.

3. Single-Discipline Focus

Behavioral Strategy requires integration. Don’t just study psychology or just business - explore the intersection.

4. Ignoring Failures

Some of the best learning comes from understanding what doesn’t work. Study our Failure Analysis section.

Building Your Skills

Daily Practice

  • Observe one behavior in detail each day
  • Question assumptions about why people act
  • Look for behavioral explanations for business outcomes

Weekly Challenges

  • Conduct one user interview
  • Map one behavior chain
  • Identify one behavioral intervention opportunity

Monthly Projects

  • Complete one full behavior validation cycle
  • Design and test one intervention
  • Share learnings with the community

Join the Learning Community

Behavioral Strategy is an evolving discipline best learned with others:

  • Share your experiments - What worked? What didn’t?
  • Ask questions - No question is too basic
  • Contribute resources - Found a great article? Share it
  • Connect with practitioners - Learn from real-world experience
  1. Start with “What is Behavioral Strategy?” - Definition page
  2. Master the Four-Fit Hierarchy - Glossary section
  3. Understand the Process - Behavioral Strategy Process
  4. Dive into Methods - Research Methods
  5. Apply to Your Context - Applications
  6. Learn from Failures - Failure Analysis

Measuring Your Progress

Track your learning journey:

  • Knowledge Milestones - Can you explain key concepts?
  • Application Success - Have you changed a behavior?
  • Teaching Ability - Can you help others learn?
  • Innovation Capacity - Are you creating new approaches?

Remember: The goal isn’t to become an academic expert but a practical practitioner who can reliably change behaviors to achieve strategic outcomes.

Education in Behavioral Strategy is a journey, not a destination. The field evolves as we collectively learn what works.

Table of contents