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© Operational Excellence Consulting. All rights reserved.
This presentation is a collection of PowerPoint diagrams and
templates used to convey 30 different strategy and business
management models and frameworks.
Key Strategy &
Management Models
Diagrams and Templates of Strategy & Business
Management Models & Frameworks
© Operational Excellence Consulting. All rights reserved.
Strategic Business
Planning Methodology
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PHASE DESCRIPTION
Strategic Business
Review
Strategic Business
Review
To review the organization’s current state and external
environment so as to establish the position of the organization
with respect to the competition.
Business VisioningBusiness Visioning
To define the desired state of the organization so as to focus
the development and implementation of business strategies in
achieving the desired goals.
Business Strategy
Development
Business Strategy
Development
To formulate business strategies based on the organization’s
strengths and external opportunities to achieve desired state.
Implementation
Formulation
Implementation
Formulation
To define the IT architecture and develop a strategic business
implementation plan so as to serve as the blueprint for
detailed implementation.
The Four Key Phases of Strategic Business Planning Methodology
Strategic Business Planning Methodology
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Blue Ocean Strategy
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Value Innovation is the cornerstone of Blue Ocean Strategy – placing
equal emphasis on value and innovation
Blue Ocean Strategy - The Four Actions Framework
Eliminate
Reduce
Raise
Create
COST
VALUE
Value
Innovation
Reduce
cost
Increase
customer
value
Source: C. Kim, R. Mauborgne
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Insert Header
Blue Ocean Strategy – The Four Actions Framework (TEMPLATE)
Source: C. Kim, R. Mauborgne
Insert bumper – takeaway statement
Which factors should
be reduced well
below the industry’s
standard?
Which factors should
be raised well above
the industry
standard?
Reduce
Raise
Should factors should
be created that the
industry has never
offered?
Create
Which of the factors
that the industry
takes for granted
should be eliminated?
Eliminate
A new
Value Curve
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Insert Header
Insert bumper – takeaway statement
Source: Ansoff
Ansoff’s Growth Matrix (TEMPLATE)
Product
Development
Market
Penetration
Market
Development
Diversification
Product
Market
NewExisting
NewExisting
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The BCG Matrix is a strategic tool to identify the profit and growth
potential of each business unit as a company
The BCG Matrix
?Analyze
Divest Milk
Market Share
MarketGrowth
High
HighLow
Low
Invest
Source: BCG
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The Value Disciplines
of Treacy & Wiersema
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Treacy & Wiersema Market Positioning
Strategic Positioning
Cost Leadership Product Leadership Customer Partnership
Characteristics
Optimized product delivery
and basic service processes
Uncomplicated buyer service,
where possible
Standardized offers
Simplified processes
Central planning and control
Corporate culture towards
efficiency
Focus on innovation, product
development, and market
analysis / segmentation
Flexible organization structure
with short response times and
a high adaptability to
realignments
Result-oriented management
systems that measure product
success
Corporate culture towards
creativity, unconventional
solutions, and entrepreneurial
thinking
Unconditional customer
orientation
Customer support in needs
identification
Problem solution
competency
Customer relationship
management
Employees with decision
power close to the customer
Management systems
oriented towards customer
requirements
Corporate culture nurtures
individual solutions and
close, lasting customer
relationships
Company
Example
Dell 3M
Apple
Home Depot
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Insert Header
Source: Larry Greiner
Greiner’s Growth Model (TEMPLATE)
Time
Phase 1
Growth
through
creativity
OrganizationSize
Phase 6
Growth
through
alliances
Phase 5
Growth
through
collaboration
Phase 4
Growth
through co-
ordination
Phase 3
Growth
through
delegation
Phase 2
Growth
through
direction
Insert bumper – takeaway statement
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PEST Analysis looks at “big picture” factors that might influence a
decision, a market, or a potential new business or project
PEST Analysis
Government type
Government
stability
Freedom of press,
rule of law,
bureaucracy and
corruption
Regulation and de-
regulation trends
Employment
legislation
Likely political
change
Impact of emerging
technologies
Impact of internet
and reduced
communication
costs
Research and
development
activity
Impact of
technology transfer
Likely
technological
change
Political Technological
Population growth /
age profile
Health, education
and social mobility
Employment
patterns and
attitudes to work
Press, public
opinion, attitudes
and taboos
Lifestyle choices
Likely socio-
cultural change
Social
Business cycle
stage
Growth, inflation
and interest rates
Unemployment,
labor supply and
labor costs
Disposable income
and distribution
Globalization
Likely economic
change
Economic
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Situation Analysis can be broken down into internal and external
analysis
Situation Analysis
Situation
Analysis
Internal
Analysis
Strength
External
Analysis
Weaknesses Opportunities Threats
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SWOT analysis aims to identify the key internal and external factors
seen as important to achieving an objective
Weaknesses (W)Strengths (S)
Threats(T)Opportunities(O)
SO strategies
Use strengths to take
advantage of
opportunities
WO strategies
Take advantage of
opportunities by
overcoming weaknesses
or making them relevant
ST strategies
Use strengths to avoid
threats
WT strategies
Minimize weaknesses
and avoid threats
SWOT Analysis
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Insert Header
Impact & Probability Analysis (TEMPLATE)
Insert bumper – takeaway statement
Opportunities and Threats
Probability
PotentialImpact
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Insert Header
Porter’s Five Forces (TEMPLATE)
Insert bumper – takeaway statement
Source: Michael Porter
Bargaining
Power of
Suppliers
Bargaining
Power of
Suppliers
Bargaining
Power of
Customers
Threat
of New
Entrants
Rivalry
Among
existing
competitors
Threat
of
Substitutes
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Insert Header
Insert bumper – takeaway statement
Value Chain Model
Firm infrastructure
Human resource management
Technological development
Procurement
Inbound
logistics
Service
Operations
Outbound
logistics
Marketingand
sales
Primary
activities
Support
activities
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Primary activities
DESCRIPTION
Activities include receiving, storing, listing and grouping inputs to the
product. Includes functions such as material handling, warehousing,
inventory management, transportation scheduling and managing
suppliers.
Include machining, packaging, assembly, maintenance of equipment,
testing and operational management.
Refers to activities such as order processing, warehousing,
scheduling transportation and distribution management.
Includes all activities that make or convince buyers to purchase the
company’s products. Included are: advertising, promotion, selling,
pricing, channel selection and retail management.
Is concerned with maintaining the product after sale, thus
guaranteeing quality and/or adding value in other ways, such as
installation, training, servicing, providing spare parts and upgrading.
Service enhances the product value and allows for after-sale
(commercial) interaction with the buyer.
Inbound logisticsInbound logistics
OperationsOperations
Outbound logisticsOutbound logistics
Marketing and salesMarketing and sales
ServiceService
Value Chain Model
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Insert Header
Value Chain Analysis (TEMPLATE)
Insert bumper – takeaway statement
versus
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Value-based
Management
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The Branding
Pentagram
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The five points of the branding pentagram
DESCRIPTION
The principles of branding consists of brand mission, desired
brand perception and brand architecture.
The positioning of the brand can be chosen based on
segmentation, target groups and how the brand distinguish itself
compared to the competitors.
Consistency can be created by creating consistency in the way
the brand is carried by the products and services of the
organization, and how employees speak of the brand itself.
A person should be appointed who will have direct responsibility
for branding. Branding should be embedded by anchoring it in
the organization’s culture and employees’ behaviors.
Formulation of SMART targets of brand policy for short and long
term. Measurements must be developed and results of the
degrees of realization be evaluated.
Principles of brandingPrinciples of branding
PositioningPositioning
Consistency in brand
carriers
Consistency in brand
carriers
Embedding the
branding
Embedding the
branding
Planning and control
cycle
Planning and control
cycle
The Branding Pentagram
Source: M. Baker and S. Hart
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Insert Header
Strategic HRM Model (TEMPLATE)
Insert bumper – takeaway statement
Current
Organizational
profile
Desired
Organizational
profile
Key HR issues
TechnologyStructurePeople Process
Implementation
Action plan
Source: Adapted from Kouwenhoven, C.P.M., Hooft, P.L.R.M. van and Hoeksema, L.H. (2005)
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Hoshin Kanri Strategy Deployment Process focuses and aligns the
organization to the core objectives of the business
Source: Yoji Akao
Vision
Objectives
Strategy
Resources
Action
Schedule Measures
Hoshin
Plan
Senior
Management
Implementation
Teams
Middle
Management
Hoshin Kanri Strategy Deployment (TEMPLATE)
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TRADE Benchmarking Methodology focuses on the exchange of
information and best practices for organizational improvement
TRADE Benchmarking Methodology
Terms of
Reference
Terms of
Reference
ResearchResearch ActAct DeployDeploy EvaluateEvaluate
Source: Center for Organizational Excellence Research (COER)
Evaluate the
benchmarking
process and
customers
Communicate
and implement
best practices
Undertake data
collection and
analysis
Research
current state
Plan the project
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The McKinsey 7S
Framework
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The vectors of contention is a useful tool to profile an organization
with respect to the seven factors
Source: McKinsey
McKinsey 7-S Vectors of Contention
7-S Vectors of Contention
Strategy Planned Opportunistic
Structure Elitist Pluralist
Systems Mandatory Discretionary
Shared values Hard minds Soft hearts
Style Managerial Transformational
Skills Collegiality Individuality
Staff Maximize ‘Meta-mize’
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Insert Header
4 Ps of Marketing
Source: Kotler, P. and Keller, K.L.
Do you actually produce
what your customers
want?
How much are your
customers willing to
pay?
Product
Price
Are your products
available in the right
quantities, in the right
place, at the right time?
Place
How can you best
inform/educate groups
of customers about your
organization and its
products
Promotion
Marketing
Mix
Insert bumper – takeaway statement
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Considerations in developing the optimal marketing mix
Source: Kotler, P. and Keller, K.L.
4 Ps of Marketing
Product Decisions Price Decisions Distribution (Place)
Decisions
Promotion Decisions
Brand name
Functionality styling
Quality
Safety
Packaging
Repairs and support
Warranty
Accessories and
services
Pricing strategy (skim
and penetration)
Suggested retail price
Volume discounts
and wholesale pricing
Cash and early
payment discounts
Seasonal pricing
Bundling
Price flexibility
Price discrimination
Distribution channels
Market coverage
(inclusive, selective
or exclusive
distribution)
Specific channel
members
Inventory
management
Warehousing
Distribution centers
Order processing
Transportation
Reverse logistics
Promotional strategy
(push or pull)
Advertising
Personal selling and
sales force
Sales promotions
Public relations and
publicity
Marketing
Communications
budget
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Kraljic’s purchasing model is used to determine an adequate purchasing
strategy that optimizes the trade-off between costs and risks
Kraljic’s Purchasing Model
Source: P. Kraljic, Harvard Business Review, 1983
Strategic itemsLeverage items
Non-critical items Bottleneck items
Supply Risk
FinancialImpact
HighLow
LowHigh
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Baldrige Performance
Excellence Model
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EFQM Business
Excellence Model
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Lean Management
Model (TPS)
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Six Sigma Quality
Management
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Identify the
critical business
issues and
concerns
Understand the
current process
and it’s
customers
Characterize the
Y and potential
X’s
Collect data for
process elements
Verify/quantify
important X’s
Identify factors
(X’s) that have an
influence on the
business issue.
Implement
solutions to
improve Y
Adjust the factors
that influence the
business
concerns
Manage
important X’s and
monitor the Y
over time
Mange routine or
day-to-day
operations for
these critical
factors
DMAIC allows for the utilization of multiple tools and techniques when improving
processes; including statistics and Lean techniques.
The Control phase allows teams to develop a process to ensure improvement
results will be sustained over the long-term.
Define
Opportunity
Define
Opportunity
Measure
Performance
Measure
Performance
Analyze
Opportunity
Analyze
Opportunity
Improve
Performance
Improve
Performance
Control
Performance
Control
Performance
Each step in the DMAIC process is required and results in
deliverables that ensures the team is focused on key process metrics
Six Sigma DMAIC Model
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DMAIC Project Charter Template
Project Name
Business Problem Executive Sponsor
Black Belt Champion
Objective and Scope
Objective:
Scope:
Steering Committee
Process Owner:
Black Belt:
Green Belt:
Financial Analyst:
Investment Team Members
DMAIC Plan Start –
Plan End
Operational Metric Baseline Target
Define <Metrics that will impact line operations, corporate measurements, profit &
loss, etc.>
<Indicate gross order of magnitude – if actual estimates are not available –
describe value>
Measure
Analyze Defect Definition:
Expected Benefits Projected Savings (US$)
Improve Hard Benefits:
Soft Benefits:
Strategic/Other Qualitative Benefits:
Control
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Senge’s Five Disciplines of a learning organization focuses on group
problem solving using systems thinking
Systems
Thinking
Personal
Mastery
Mental
Models
Building
Shared
Vision
Team
Learning
The
Learning
Organization
Source: The Fifth Discipline, Peter Senge
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Covey’s Seven Habits
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SERVQUAL Model
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Insert Header
Source: “SERVQUAL” by Valarie A. Zeithaml, A. Parasuraman, and Leonard L. Berry
Insert bumper – takeaway statement
SERVQUAL Model (RATER) (TEMPLATE)
Responsiveness
Empathy Tangibles
Assurance
Reliability
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Insert Header
Insert bumper – takeaway statement
Kotter’s Eight Phases of Change (TEMPLATE)
Source: John Kotter
Need for
Change
Change
Behavior
Change
Direction
Change
Sustainability
1. Establish a
Sense of
Urgency
2. Form a
Powerful
Guiding
Coalition
3. Create a
Vision
4.
Communicate
the Vision
5. Empower
Others to Act
on the Vision
6. Plan for and
Create Short
Term Wins
7. Consolidate
Improvements
& Produce
More Change
8.
Institutionalize
New
Approaches
Committed
Leadership
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Insert Header
FINANCIALFINANCIAL
BUSINESS PROCESSESBUSINESS PROCESSES
Vision
and
Strategy
Vision
and
Strategy
To succeed financially, how
should we appear to our
shareholders?
LEARNING & GROWTHLEARNING & GROWTH
CUSTOMERSCUSTOMERS
To achieve our vision, how will
we sustain our ability to
change and improve?
To achieve our vision,
how should we appear to
our customers?
To satisfy our shareholders
and customers, what
business processes must
we excel at?
Source: Kaplan & Norton
Insert bumper – takeaway statement
The Balanced Scorecard (TEMPLATE)
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• Creates an end-to-end view of the system
• Demonstrates interaction between material/work and information flow
• Provides a common visual language for understanding a complex system
• Creates an end-to-end view of the system
• Demonstrates interaction between material/work and information flow
• Provides a common visual language for understanding a complex system
Supplier
Management
Control
Customer
Work & Information Flow
Information flow
Value stream mapping provides a holistic view of the end-to-end
business process and highlights opportunities for improvement
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PDCA Problem Solving
Process
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Cause & Effect
Diagram
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The four sources of variability in a system are used to understand
root causes (Service)
Source: Kaoru Ishikawa
Process
Technology
People
Policy
Output
Causes Effect
Cause & Effect Diagram (Service)
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Value Stream Mapping Symbols
Symbol Name Description
Operator or Employee
Represents operator(s). The number of available operators is
shown below the symbol.
Push Arrow
Represents the movement of materials from one process to
another. It is used when the previous process ‘pushes’
materials to the next process regardless of whether it is needed
by the next process.
Material Receipts &
Shipments
Represents movement of finished goods to the customer. It can
also be used to represent movement of raw materials from the
supplier to the factory.
Electronic Information
Flow
Represents an electronic flow of electronic data or information.
Manual Information Flow Represents the general flow of information.
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Value Stream Mapping Symbols
Symbol Name Description
Buffer
Represents safety stock required to continue production
against problems such as downtime or fluctuations in demand.
Load Leveling
Used to batch Kanbans to level the production volume and mix
over a period of time.
Kaizen
Used to highlight areas that required improvement and plan
Kaizen Events to do so.
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Key Strategy & Management Models

  • 1. © Operational Excellence Consulting. All rights reserved. This presentation is a collection of PowerPoint diagrams and templates used to convey 30 different strategy and business management models and frameworks. Key Strategy & Management Models Diagrams and Templates of Strategy & Business Management Models & Frameworks
  • 2. © Operational Excellence Consulting. All rights reserved. Strategic Business Planning Methodology This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 3. © Operational Excellence Consulting. All rights reserved. 7 PHASE DESCRIPTION Strategic Business Review Strategic Business Review To review the organization’s current state and external environment so as to establish the position of the organization with respect to the competition. Business VisioningBusiness Visioning To define the desired state of the organization so as to focus the development and implementation of business strategies in achieving the desired goals. Business Strategy Development Business Strategy Development To formulate business strategies based on the organization’s strengths and external opportunities to achieve desired state. Implementation Formulation Implementation Formulation To define the IT architecture and develop a strategic business implementation plan so as to serve as the blueprint for detailed implementation. The Four Key Phases of Strategic Business Planning Methodology Strategic Business Planning Methodology This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 4. © Operational Excellence Consulting. All rights reserved. Blue Ocean Strategy This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 5. © Operational Excellence Consulting. All rights reserved. 13 Value Innovation is the cornerstone of Blue Ocean Strategy – placing equal emphasis on value and innovation Blue Ocean Strategy - The Four Actions Framework Eliminate Reduce Raise Create COST VALUE Value Innovation Reduce cost Increase customer value Source: C. Kim, R. Mauborgne This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 6. © Operational Excellence Consulting. All rights reserved. 16 Insert Header Blue Ocean Strategy – The Four Actions Framework (TEMPLATE) Source: C. Kim, R. Mauborgne Insert bumper – takeaway statement Which factors should be reduced well below the industry’s standard? Which factors should be raised well above the industry standard? Reduce Raise Should factors should be created that the industry has never offered? Create Which of the factors that the industry takes for granted should be eliminated? Eliminate A new Value Curve This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 7. © Operational Excellence Consulting. All rights reserved. 19 Insert Header Insert bumper – takeaway statement Source: Ansoff Ansoff’s Growth Matrix (TEMPLATE) Product Development Market Penetration Market Development Diversification Product Market NewExisting NewExisting This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 8. © Operational Excellence Consulting. All rights reserved. 22 The BCG Matrix is a strategic tool to identify the profit and growth potential of each business unit as a company The BCG Matrix ?Analyze Divest Milk Market Share MarketGrowth High HighLow Low Invest Source: BCG This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 9. © Operational Excellence Consulting. All rights reserved. The Value Disciplines of Treacy & Wiersema This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 10. © Operational Excellence Consulting. All rights reserved. 28 Treacy & Wiersema Market Positioning Strategic Positioning Cost Leadership Product Leadership Customer Partnership Characteristics Optimized product delivery and basic service processes Uncomplicated buyer service, where possible Standardized offers Simplified processes Central planning and control Corporate culture towards efficiency Focus on innovation, product development, and market analysis / segmentation Flexible organization structure with short response times and a high adaptability to realignments Result-oriented management systems that measure product success Corporate culture towards creativity, unconventional solutions, and entrepreneurial thinking Unconditional customer orientation Customer support in needs identification Problem solution competency Customer relationship management Employees with decision power close to the customer Management systems oriented towards customer requirements Corporate culture nurtures individual solutions and close, lasting customer relationships Company Example Dell 3M Apple Home Depot This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 11. © Operational Excellence Consulting. All rights reserved. 31 Insert Header Source: Larry Greiner Greiner’s Growth Model (TEMPLATE) Time Phase 1 Growth through creativity OrganizationSize Phase 6 Growth through alliances Phase 5 Growth through collaboration Phase 4 Growth through co- ordination Phase 3 Growth through delegation Phase 2 Growth through direction Insert bumper – takeaway statement This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 12. © Operational Excellence Consulting. All rights reserved. 34 PEST Analysis looks at “big picture” factors that might influence a decision, a market, or a potential new business or project PEST Analysis Government type Government stability Freedom of press, rule of law, bureaucracy and corruption Regulation and de- regulation trends Employment legislation Likely political change Impact of emerging technologies Impact of internet and reduced communication costs Research and development activity Impact of technology transfer Likely technological change Political Technological Population growth / age profile Health, education and social mobility Employment patterns and attitudes to work Press, public opinion, attitudes and taboos Lifestyle choices Likely socio- cultural change Social Business cycle stage Growth, inflation and interest rates Unemployment, labor supply and labor costs Disposable income and distribution Globalization Likely economic change Economic This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 13. © Operational Excellence Consulting. All rights reserved. 37 Situation Analysis can be broken down into internal and external analysis Situation Analysis Situation Analysis Internal Analysis Strength External Analysis Weaknesses Opportunities Threats This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 14. © Operational Excellence Consulting. All rights reserved. 40 SWOT analysis aims to identify the key internal and external factors seen as important to achieving an objective Weaknesses (W)Strengths (S) Threats(T)Opportunities(O) SO strategies Use strengths to take advantage of opportunities WO strategies Take advantage of opportunities by overcoming weaknesses or making them relevant ST strategies Use strengths to avoid threats WT strategies Minimize weaknesses and avoid threats SWOT Analysis This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 15. © Operational Excellence Consulting. All rights reserved. 43 Insert Header Impact & Probability Analysis (TEMPLATE) Insert bumper – takeaway statement Opportunities and Threats Probability PotentialImpact This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 16. © Operational Excellence Consulting. All rights reserved. 46 Insert Header Porter’s Five Forces (TEMPLATE) Insert bumper – takeaway statement Source: Michael Porter Bargaining Power of Suppliers Bargaining Power of Suppliers Bargaining Power of Customers Threat of New Entrants Rivalry Among existing competitors Threat of Substitutes This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 17. © Operational Excellence Consulting. All rights reserved. 49 Insert Header Insert bumper – takeaway statement Value Chain Model Firm infrastructure Human resource management Technological development Procurement Inbound logistics Service Operations Outbound logistics Marketingand sales Primary activities Support activities This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 18. © Operational Excellence Consulting. All rights reserved. 52 Primary activities DESCRIPTION Activities include receiving, storing, listing and grouping inputs to the product. Includes functions such as material handling, warehousing, inventory management, transportation scheduling and managing suppliers. Include machining, packaging, assembly, maintenance of equipment, testing and operational management. Refers to activities such as order processing, warehousing, scheduling transportation and distribution management. Includes all activities that make or convince buyers to purchase the company’s products. Included are: advertising, promotion, selling, pricing, channel selection and retail management. Is concerned with maintaining the product after sale, thus guaranteeing quality and/or adding value in other ways, such as installation, training, servicing, providing spare parts and upgrading. Service enhances the product value and allows for after-sale (commercial) interaction with the buyer. Inbound logisticsInbound logistics OperationsOperations Outbound logisticsOutbound logistics Marketing and salesMarketing and sales ServiceService Value Chain Model This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 19. © Operational Excellence Consulting. All rights reserved. 55 Insert Header Value Chain Analysis (TEMPLATE) Insert bumper – takeaway statement versus This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 20. © Operational Excellence Consulting. All rights reserved. Value-based Management This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 21. © Operational Excellence Consulting. All rights reserved. The Branding Pentagram This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 22. © Operational Excellence Consulting. All rights reserved. 64 The five points of the branding pentagram DESCRIPTION The principles of branding consists of brand mission, desired brand perception and brand architecture. The positioning of the brand can be chosen based on segmentation, target groups and how the brand distinguish itself compared to the competitors. Consistency can be created by creating consistency in the way the brand is carried by the products and services of the organization, and how employees speak of the brand itself. A person should be appointed who will have direct responsibility for branding. Branding should be embedded by anchoring it in the organization’s culture and employees’ behaviors. Formulation of SMART targets of brand policy for short and long term. Measurements must be developed and results of the degrees of realization be evaluated. Principles of brandingPrinciples of branding PositioningPositioning Consistency in brand carriers Consistency in brand carriers Embedding the branding Embedding the branding Planning and control cycle Planning and control cycle The Branding Pentagram Source: M. Baker and S. Hart This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 23. © Operational Excellence Consulting. All rights reserved. 67 Insert Header Strategic HRM Model (TEMPLATE) Insert bumper – takeaway statement Current Organizational profile Desired Organizational profile Key HR issues TechnologyStructurePeople Process Implementation Action plan Source: Adapted from Kouwenhoven, C.P.M., Hooft, P.L.R.M. van and Hoeksema, L.H. (2005) This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 24. © Operational Excellence Consulting. All rights reserved. 70 Hoshin Kanri Strategy Deployment Process focuses and aligns the organization to the core objectives of the business Source: Yoji Akao Vision Objectives Strategy Resources Action Schedule Measures Hoshin Plan Senior Management Implementation Teams Middle Management Hoshin Kanri Strategy Deployment (TEMPLATE) This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 25. © Operational Excellence Consulting. All rights reserved. 73 TRADE Benchmarking Methodology focuses on the exchange of information and best practices for organizational improvement TRADE Benchmarking Methodology Terms of Reference Terms of Reference ResearchResearch ActAct DeployDeploy EvaluateEvaluate Source: Center for Organizational Excellence Research (COER) Evaluate the benchmarking process and customers Communicate and implement best practices Undertake data collection and analysis Research current state Plan the project This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 26. © Operational Excellence Consulting. All rights reserved. The McKinsey 7S Framework This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 27. © Operational Excellence Consulting. All rights reserved. 79 The vectors of contention is a useful tool to profile an organization with respect to the seven factors Source: McKinsey McKinsey 7-S Vectors of Contention 7-S Vectors of Contention Strategy Planned Opportunistic Structure Elitist Pluralist Systems Mandatory Discretionary Shared values Hard minds Soft hearts Style Managerial Transformational Skills Collegiality Individuality Staff Maximize ‘Meta-mize’ This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 28. © Operational Excellence Consulting. All rights reserved. 82 Insert Header 4 Ps of Marketing Source: Kotler, P. and Keller, K.L. Do you actually produce what your customers want? How much are your customers willing to pay? Product Price Are your products available in the right quantities, in the right place, at the right time? Place How can you best inform/educate groups of customers about your organization and its products Promotion Marketing Mix Insert bumper – takeaway statement This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 29. © Operational Excellence Consulting. All rights reserved. 85 Considerations in developing the optimal marketing mix Source: Kotler, P. and Keller, K.L. 4 Ps of Marketing Product Decisions Price Decisions Distribution (Place) Decisions Promotion Decisions Brand name Functionality styling Quality Safety Packaging Repairs and support Warranty Accessories and services Pricing strategy (skim and penetration) Suggested retail price Volume discounts and wholesale pricing Cash and early payment discounts Seasonal pricing Bundling Price flexibility Price discrimination Distribution channels Market coverage (inclusive, selective or exclusive distribution) Specific channel members Inventory management Warehousing Distribution centers Order processing Transportation Reverse logistics Promotional strategy (push or pull) Advertising Personal selling and sales force Sales promotions Public relations and publicity Marketing Communications budget This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 30. © Operational Excellence Consulting. All rights reserved. 88 Kraljic’s purchasing model is used to determine an adequate purchasing strategy that optimizes the trade-off between costs and risks Kraljic’s Purchasing Model Source: P. Kraljic, Harvard Business Review, 1983 Strategic itemsLeverage items Non-critical items Bottleneck items Supply Risk FinancialImpact HighLow LowHigh This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 31. © Operational Excellence Consulting. All rights reserved. Baldrige Performance Excellence Model This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 32. © Operational Excellence Consulting. All rights reserved. EFQM Business Excellence Model This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 33. © Operational Excellence Consulting. All rights reserved. Lean Management Model (TPS) This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 34. © Operational Excellence Consulting. All rights reserved. Six Sigma Quality Management This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 35. © Operational Excellence Consulting. All rights reserved. 103 Identify the critical business issues and concerns Understand the current process and it’s customers Characterize the Y and potential X’s Collect data for process elements Verify/quantify important X’s Identify factors (X’s) that have an influence on the business issue. Implement solutions to improve Y Adjust the factors that influence the business concerns Manage important X’s and monitor the Y over time Mange routine or day-to-day operations for these critical factors DMAIC allows for the utilization of multiple tools and techniques when improving processes; including statistics and Lean techniques. The Control phase allows teams to develop a process to ensure improvement results will be sustained over the long-term. Define Opportunity Define Opportunity Measure Performance Measure Performance Analyze Opportunity Analyze Opportunity Improve Performance Improve Performance Control Performance Control Performance Each step in the DMAIC process is required and results in deliverables that ensures the team is focused on key process metrics Six Sigma DMAIC Model This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 36. © Operational Excellence Consulting. All rights reserved. 106 DMAIC Project Charter Template Project Name Business Problem Executive Sponsor Black Belt Champion Objective and Scope Objective: Scope: Steering Committee Process Owner: Black Belt: Green Belt: Financial Analyst: Investment Team Members DMAIC Plan Start – Plan End Operational Metric Baseline Target Define <Metrics that will impact line operations, corporate measurements, profit & loss, etc.> <Indicate gross order of magnitude – if actual estimates are not available – describe value> Measure Analyze Defect Definition: Expected Benefits Projected Savings (US$) Improve Hard Benefits: Soft Benefits: Strategic/Other Qualitative Benefits: Control This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 37. © Operational Excellence Consulting. All rights reserved. 109 Senge’s Five Disciplines of a learning organization focuses on group problem solving using systems thinking Systems Thinking Personal Mastery Mental Models Building Shared Vision Team Learning The Learning Organization Source: The Fifth Discipline, Peter Senge This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 38. © Operational Excellence Consulting. All rights reserved. Covey’s Seven Habits This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 39. © Operational Excellence Consulting. All rights reserved. SERVQUAL Model This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 40. © Operational Excellence Consulting. All rights reserved. 118 Insert Header Source: “SERVQUAL” by Valarie A. Zeithaml, A. Parasuraman, and Leonard L. Berry Insert bumper – takeaway statement SERVQUAL Model (RATER) (TEMPLATE) Responsiveness Empathy Tangibles Assurance Reliability This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 41. © Operational Excellence Consulting. All rights reserved. 121 Insert Header Insert bumper – takeaway statement Kotter’s Eight Phases of Change (TEMPLATE) Source: John Kotter Need for Change Change Behavior Change Direction Change Sustainability 1. Establish a Sense of Urgency 2. Form a Powerful Guiding Coalition 3. Create a Vision 4. Communicate the Vision 5. Empower Others to Act on the Vision 6. Plan for and Create Short Term Wins 7. Consolidate Improvements & Produce More Change 8. Institutionalize New Approaches Committed Leadership This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 42. © Operational Excellence Consulting. All rights reserved. 124 Insert Header FINANCIALFINANCIAL BUSINESS PROCESSESBUSINESS PROCESSES Vision and Strategy Vision and Strategy To succeed financially, how should we appear to our shareholders? LEARNING & GROWTHLEARNING & GROWTH CUSTOMERSCUSTOMERS To achieve our vision, how will we sustain our ability to change and improve? To achieve our vision, how should we appear to our customers? To satisfy our shareholders and customers, what business processes must we excel at? Source: Kaplan & Norton Insert bumper – takeaway statement The Balanced Scorecard (TEMPLATE) This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 43. © Operational Excellence Consulting. All rights reserved. 127 • Creates an end-to-end view of the system • Demonstrates interaction between material/work and information flow • Provides a common visual language for understanding a complex system • Creates an end-to-end view of the system • Demonstrates interaction between material/work and information flow • Provides a common visual language for understanding a complex system Supplier Management Control Customer Work & Information Flow Information flow Value stream mapping provides a holistic view of the end-to-end business process and highlights opportunities for improvement This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 44. © Operational Excellence Consulting. All rights reserved. PDCA Problem Solving Process This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 45. © Operational Excellence Consulting. All rights reserved. Cause & Effect Diagram This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 46. © Operational Excellence Consulting. All rights reserved. 136 The four sources of variability in a system are used to understand root causes (Service) Source: Kaoru Ishikawa Process Technology People Policy Output Causes Effect Cause & Effect Diagram (Service) This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 47. © Operational Excellence Consulting. All rights reserved. 139 Other Presentations You May Like… Check out our presentations catalog at http://www.oeconsulting.com.sg/#!training-presentations/c1les This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 48. © Operational Excellence Consulting. All rights reserved. www.oeconsulting.com.sg END OF PRESENTATION For more presentations and templates, please visit us at: This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 49. © Operational Excellence Consulting. All rights reserved. 145 Value Stream Mapping Symbols Symbol Name Description Operator or Employee Represents operator(s). The number of available operators is shown below the symbol. Push Arrow Represents the movement of materials from one process to another. It is used when the previous process ‘pushes’ materials to the next process regardless of whether it is needed by the next process. Material Receipts & Shipments Represents movement of finished goods to the customer. It can also be used to represent movement of raw materials from the supplier to the factory. Electronic Information Flow Represents an electronic flow of electronic data or information. Manual Information Flow Represents the general flow of information. This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
  • 50. © Operational Excellence Consulting. All rights reserved. 148 Value Stream Mapping Symbols Symbol Name Description Buffer Represents safety stock required to continue production against problems such as downtime or fluctuations in demand. Load Leveling Used to batch Kanbans to level the production volume and mix over a period of time. Kaizen Used to highlight areas that required improvement and plan Kaizen Events to do so. This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/key-strategy-and-management-models-817
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