Drift does not show up on the P&L.
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Revenue is still up. That is what makes this so much harder to diagnose.
1
Your best director is going to leave within six months. They have already told their spouse. They have not told you.
2
Your best IC has noticed the four-direction execution and stopped pushing back. They are now doing what they are told. That is a loss disguised as compliance.
3
Your next hire at VP level will take five months to onboard because there is no coherent strategy to onboard to. They will ship nothing for two quarters.
Drift does not cost you revenue.
It costs you your best people and your next transition.
When the market shifts or capital gets tight, the drift surfaces. At that point it is no longer a coordination problem. It is a restructuring problem.
· The bill that arrives on schedule ·
The drift is not free today.
The bill is not sent to finance.