Lore

GEM Model (Growth, Engagement, Monetization)

GEM is Gibson Biddle's model for ranking a company's top-level priorities across three levers: Growth (new customers), Engagement (retention/usage), and Monetization. In Biddle's role-play of presenting a strategy for Netflix today, he ranks growth first, monetization second, and retention/engagement third — an explicit, ordered bet rather than trying to move all three at once. Each GEM priority is expected to cash out into an SMT Framework (Strategy → Metric → Tactics) chain: a defining metric plus the tactics that move it.

Forced-priority ranking under resource constraints

Biddle frames GEM (Growth, Engagement, Monetization) as a forced-ranking exercise, not a checklist: even a company with thousands of employees never has unlimited resources, so Growth, Engagement, and Monetization must be stack-ranked against each other. At the time of this talk he states Netflix ranks Growth first, Monetization second, Engagement third. He pairs the model with a two-question filter for any new initiative — see Two-Question New-Initiative Filter — and with SMT Framework (Strategy → Metric → Tactics) for turning the top-ranked priority into strategy/metric/tactics.

Force-Ranking Under Scarcity

Biddle notes that even a company as large as Netflix never feels like it has unlimited resources — so GEM's real value is forcing an explicit rank order (currently Growth > Monetization > Engagement at Netflix) rather than trying to fund all three equally. See Swim Lanes (Netflix Organizational Tracks) for how ranked priorities get delegated to named owners, and SMT Framework (Strategy → Metric → Tactics) for how each ranked area then gets a strategy/metric/tactic writeup.