⚙️ Ops Playbook #94

How smart operators are quietly building world-class teams [part 4]

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⚙️ Hi Operator,

Turns out Turkish business owners think our tariff panic is hilarious.

While you've been obsessing over where to move your factory, the smartest operators I know are creating borderless teams that make tariffs practically irrelevant.

Let me show you their playbook before my family confiscates my laptop for the rest of this vacation.

- Rameel 

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The Tariff Talent Arbitrage

Inspired by 20+ conversations with COO’s

Tariff panic blinds competitors to hidden talent pools.

Your CEO probably just dropped another CNBC article about Trump's latest tariffs into Slack. Your board is sending panicked texts about supply chain exposure.

And somewhere, a consultant is brewing up a very expensive deck about market diversification.

But after spending the past few weeks chatting with operations leaders who are navigating trade disruptions, I've noticed something fascinating: there’s a real opportunity for talent acquisition.

In Parts 1-3 of this series, I showed you how to identify tariff-advantaged markets and build compliance moats during trade disruption.

Now I'll reveal the final piece: how to build exceptional teams while your competitors are too busy relocating factories to notice the talent gold mine they're creating.

The Reverse Talent Flows Creating Hidden Opportunities

Most operators are focused exclusively on talent leaving high-tariff markets. But the truly transformative opportunities come from understanding the reverse talent flows happening simultaneously.

Here are three counterintuitive talent shifts creating arbitrage opportunities:

1. The Headquarter Repatriation

As companies hit by tariffs consolidate operations to headquarters locations, a unique talent pool emerges: internationally experienced executives suddenly available in major hubs like San Francisco, New York, and London.

These executives:

  • Have deep international experience

  • Understand multiple markets

  • Have operated through previous disruptions

  • Are available at discount rates as companies downsize

2. The Specialist Concentration

As operations consolidate in tariff-advantaged markets, specialists in those regions become overwhelmed with opportunity – creating bidding wars for their services.

Smart operators are looking one step beyond these obvious markets to find specialized talent:

Malaysia Example: While everyone races to Malaysia to escape Vietnamese tariffs, smart operators are targeting:

  • Malaysians working abroad who want to return home

  • Cross-border specialists in Singapore with Malaysian experience

  • Technical talent in secondary Malaysian cities overlooked by multinationals

3. The Compliance Expert Emergence

As we covered in Part 3, tariff shifts create massive compliance challenges. This has created unprecedented demand for a specific talent category: compliance experts with cross-border experience.

These specialists are now commanding premium salaries in obvious markets – but are available at reasonable rates if you know where to look:

  • Regulatory affairs professionals from adjacent industries

  • Trade compliance specialists in governmental organizations

  • Supply chain certification experts from consulting firms

The Ethical Dimension: Building Teams Without Being Predatory

Let's address the elephant in the room: there's a fine line between opportunistic talent acquisition and predatory behavior during market disruption.

Smart operators understand that building sustainable advantage requires an ethical approach that benefits both your organization and the talent you're acquiring. Here's the framework I give friends for ethical talent arbitrage:

  1. Fair Compensation Despite Market Conditions

    • Offer rates that represent a fair discount to pre-disruption norms (20-35%)

    • Structure packages with long-term upside tied to new operation success

    • Avoid exploitative compensation that damages long-term relationships

  2. Transparent Communication About Strategy

    • Be honest about your opportunistic approach with new team members

    • Create clear narratives about how you're building during disruption

    • Develop authentic relationships based on mutual benefit during turbulence

  3. Strategic Support for Displaced Communities

    • Invest in training programs in disrupted markets where you're hiring

    • Support regional economic development beyond your immediate needs

    • Create goodwill that translates to talent access over the long term

  4. Long-Term Commitment Signaling

    • Make visible investments that signal you're not just opportunistically hiring

    • Create career development paths for acquired talent

    • Build organizational structures that integrate new team members meaningfully

The Tariff-Resilient Team Structure

Beyond where and how to acquire talent, Trump's trade war requires fundamentally rethinking team structure to create tariff resilience. Here's the model that's working for operators building during disruption:

The Hub-and-Spoke Team Model

Rather than centralizing leadership or distributing it evenly, build a hub-and-spoke structure where:

  • Core Strategic Functions: Located in tariff-advantaged markets or headquarters

  • Specialized Technical Pods: Distributed across markets with talent arbitrage opportunities

  • Operational Redundancies: Strategically placed to mitigate future tariff shifts

  • Cross-Border Leadership: Deployed at connection points between operational nodes

This creates an organizational structure that can rapidly adapt to tariff changes by shifting workloads and responsibilities without relocating entire teams.

The Team Culture Bridge

Building cohesive culture across tariff-fragmented operations requires a deliberate approach:

  1. Shared Purpose Beyond Markets

    • Create organizational mission that transcends geographical considerations

    • Develop narratives that connect team members across tariff boundaries

    • Build identity around adaptability and resilience during disruption

  2. Ritualized Connection Points

    • Establish regular cross-border team interactions that build relationships

    • Create shared experiences that bridge cultural and tariff-created divides

    • Develop communication rituals that maintain cohesion despite distribution

  3. Unified Success Metrics

    • Implement performance frameworks that align incentives across markets

    • Create shared goals that require cross-border collaboration

    • Develop recognition systems that celebrate achievements across the organization

The Glocalization Imperative: Building Local Relevance at Global Scale

As we wrap up this series, let's address the final challenge: how to build operations that are both globally integrated and locally relevant.

This challenge becomes particularly acute during trade wars, when market fragmentation creates pressure toward disconnected local operations.

The solution is a three-part glocalization framework:

1. Strategic Standardization vs. Tactical Localization

Instead of the conventional approach of broadly localizing operations, strategically determine:

  • Which operational elements must be standardized globally

  • Which elements create advantage through localization

  • How to build systems that allow both simultaneously

2. Cultural Translation vs. Cultural Transformation

Rather than attempting to export your domestic culture or completely adopt local approaches:

  • Identify core cultural elements that must translate across all operations

  • Determine cultural aspects that should adapt to local contexts

  • Create intentional "cultural translation" processes for key values and practices

3. Global Brand, Local Experience

Instead of choosing between global consistency and local relevance:

  • Build brand frameworks that maintain core identity elements across markets

  • Create market-specific expressions that resonate locally

  • Develop systems that ensure both consistency and relevance

The Final Word: Speed Beats Perfection

If there's one lesson that stands out from my work with folks navigating this trade disruption, it's this: in times of tariff-driven market turbulence, speed beats perfection every time.

The operators securing exceptional talent, entering advantaged markets, and building regulatory moats aren't waiting for perfect information or conditions – they're moving decisively while opportunity windows remain open.

As one buddy who just built a world-class team from tariff-displaced talent told me: "In six months, everyone will have figured this out. The advantage goes to those who move now."

So while your competitors are still analyzing tariff implications, what talent opportunity will you seize today?

P.S. Let me know what you thought of today’s piece! Reply to this email or tell me here!

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