You are right on! Just like innovation is a journey so is strategy development. It arises from often unseen tributaries.
Nora Bateson, daughter of the great Gregory Bateson, uses the term Afanipoiesis to describe how life forms in unseen ways. This is true of innovation and strategy journeys.
That's where life is juicy and what makes strategy juicy and surprising...and who wants a dry, predictable strategy that really isn't a strategy at all?