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Facilitator Guide

Base Case Fallback Bank

Base Case Fallback Bank#

Overview#

This document defines base case fallback scores for industries that do not receive explicit actions from participants in a given round.

Key Principles:

  • Deterministic: Same fallback applies to all instances of an industry across all participants and rounds
  • Facilitator-only scoring: Fallbacks score Strategic Fit + Execution Risk only (no peer ranking — peers can't rank a non-existent decision)
  • Small deltas: Typically 0 to +2 per dimension, creating fallback totals in the 0 to +2 range
  • Plausible: Represent defensive but reasonable moves (cost control, operational efficiency, status-quo)
  • Automatic: Applied directly by facilitator; no participant input required
  • Not negotiable: Fallback scores are fixed; participants cannot argue them up or down

V7.5 changes: Tail Risk dimension removed. Fallback totals are now /4 (Strategic Fit + Execution Risk) instead of /9 (legacy three-dimension system).

When to apply: After scoring all explicit industry decisions, identify any industry that received no explicit action. Apply its fallback score directly from this bank.


Fallback Scores by Industry#

Retail (Omnichannel Retailers)#

Fallback Rationale: Maintain pilot-phase demand forecasting in select stores; optimize inventory within existing systems; no new capex or major staffing changes.

DimensionScoreJustification
Strategic Fit0Neutral; maintains position but doesn't capture opportunity
Execution Risk+1Proven tech; existing infrastructure; low change-management burden
TOTAL+1/4Defensive; preserves optionality

CPG (Consumer Goods Manufacturer)#

Fallback Rationale: Accelerate minor R&D cycles using existing tools; minor marketing automation with human review; no DTC expansion.

DimensionScoreJustification
Strategic Fit0Neutral; cost efficiency, doesn't drive growth
Execution Risk+1Existing teams; minor process changes; low adoption risk
TOTAL+1/4Defensive operational efficiency

Healthcare Provider (Hospital System)#

Fallback Rationale: Deploy operational AI (scheduling, resource allocation); defer major clinical diagnostic AI; maintain standard clinical governance.

DimensionScoreJustification
Strategic Fit0Operational efficiency; doesn't drive clinical outcomes or revenue
Execution Risk+1Operational AI proven; workflow integration standard; physician adoption manageable
TOTAL+1/4Defensive operational efficiency without clinical risk escalation

Healthcare Payer (Health Insurer)#

Fallback Rationale: Deploy fraud detection + payment integrity AI; continue prior authorization automation with human review; no aggressive claim denial.

DimensionScoreJustification
Strategic Fit+1Fraud detection improves medical loss ratio; proven ROI
Execution Risk+1Fraud detection proven; payment integrity standard; compliance clear
TOTAL+2/4Defensive cost-control with member satisfaction safeguards

Finance (Bank + Insurance)#

Fallback Rationale: Continue current fraud detection arms race; invest in bias auditing and fair lending compliance infrastructure; no major new deployment.

DimensionScoreJustification
Strategic Fit+1Defensive but strategically important; reduces regulatory tail risk
Execution Risk+1Compliance infrastructure proven; existing vendor relationships
TOTAL+2/4Defensive risk mitigation

Consulting (Big Four / MBB)#

Fallback Rationale: Deploy copilots to research + analysis functions (proven use case); maintain junior hiring at current levels; defer vertical AI build and pricing model changes.

DimensionScoreJustification
Strategic Fit+1Copilots improve delivery; maintains junior talent pipeline
Execution Risk+1Copilot adoption straightforward; existing vendor relationships
TOTAL+2/4Defensive productivity move; preserves talent model

Law (AmLaw 50)#

Fallback Rationale: Pilot AI research tools in 2–3 practice groups with mandatory attorney review; maintain billable hour model; maintain associate hiring; defer pricing changes; monitor bar rule developments.

DimensionScoreJustification
Strategic Fit0Conservative; minor efficiency gains, doesn't transform delivery model
Execution Risk+1AI research tools proven; attorney review manageable; limited scope
TOTAL+1/4Conservative but defensible; preserves current economics

Manufacturing (Heavy Manufacturing)#

Fallback Rationale: Selective predictive maintenance in highest-ROI plants (pilot); continue "no-layoff" retraining commitment; no aggressive automation.

DimensionScoreJustification
Strategic Fit0Cost reduction at 2–3 plants; not enterprise-wide transformation
Execution Risk+1Predictive maintenance proven; phased OT/IT integration manageable
TOTAL+1/4Conservative but labor-cooperative

Logistics (Freight/3PL/Warehouse)#

Fallback Rationale: Deploy route optimization to subset of fleet (pilot); driver engagement program; defer autonomous vehicle decisions.

DimensionScoreJustification
Strategic Fit+1Route optimization proven ROI; meaningful savings at limited scope
Execution Risk+1Technology proven; driver adoption managed via engagement program
TOTAL+2/4Proven, labor-safe cost reduction

Big Tech (Cloud, Ads, Devices, Enterprise Software)#

Fallback Rationale: Continue incremental AI infrastructure investments; integrate AI into existing products cautiously; defer transformational launches. Excludes foundation model development.

DimensionScoreJustification
Strategic Fit+1Incremental AI features maintain competitive position
Execution Risk+1AI feature integration proven; existing infrastructure and talent
TOTAL+2/4Defensive infrastructure + product evolution

B2B/B2C SaaS (Workday/Salesforce-Class)#

Fallback Rationale: Bundle AI copilots into standard product SKU; maintain pricing; defer AI-native product launches.

DimensionScoreJustification
Strategic Fit0Bundling maintains lock-in; doesn't drive premium pricing
Execution Risk+1AI feature bundling proven; existing infrastructure
TOTAL+1/4Defensive feature parity with margin pressure

Fallback Summary Table (11 Industries)#

IndustryStrat FitExec RiskTotal /4Rationale
Retail0+1+1Pilot demand forecasting
CPG0+1+1Minor R&D + marketing automation
Healthcare Provider0+1+1Operational AI (scheduling)
Healthcare Payer+1+1+2Fraud detection + prior auth
Finance+1+1+2Compliance + fraud defense
Consulting+1+1+2Copilot deployment + talent preservation
Law0+1+1Pilot AI tools + attorney review
Manufacturing0+1+1Selective predictive maintenance
Logistics+1+1+2Route optimization pilot
Big Tech+1+1+2Incremental AI infrastructure
B2B/B2C SaaS0+1+1AI copilots bundled

How to Apply Fallback Scoring#

Example: Participant Covering Retail + CPG Submits Only Retail Decision#

  1. Retail explicit decision scored normally (e.g., Strat Fit +2 + Exec Risk +1 + Peer Success +1 + Peer Impact 0 = +4/6)
  2. CPG receives no explicit action → fallback applied
  3. CPG fallback = Strat Fit 0 + Exec Risk +1 = +1/4
  4. Both posted: Retail +4/6 (explicit), CPG +1/4 (fallback)
  5. Cumulative scores updated; conditions determined for next round

Key: Peer ranking only applies to explicit decisions (peers can't rank a fallback). Fallback total is /4 (facilitator only).


Facilitator Checklist#

After scoring all explicit decisions:

  • Identify industries with no explicit action
  • Reference table above for each fallback industry
  • Apply pre-defined fallback score
  • Announce: "[Industry] falls back to +[n]/4 — [brief rationale]"
  • Update cumulative scores; determine Industry Health conditions for next round outcome narration

Important: Fallbacks are deterministic. Do NOT negotiate. Participants who want to improve a fallback industry's score must submit an explicit decision next round.