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Topic 4

Strategic Management Process:

Achieving & Sustaining Competitive Advantage

•Reminder – work on JAP & readings

• Two key words in this unit are “Achieving” & “Sustaining”.

• In life, we put in hard work to achieve some milestone(s).

• E.g – good grades in education, financial management, physical fitness,

sports performance etc.

• Achievement calls for, effort, sacrifices to be made, & prices to be paid. We

feel good and experience a sense of satisfaction, when we achieve these

milestones.

• But after achievement comes the rigorous part of sustaining our

achievements.

• E.g. - once sports teams achieve success, there is pressure on the team to

sustain that achievement.

- when we reach a certain level of fitness, we need to sustain it;

continued hard work

• Similarly, once an organization achieves an advantaged position through the formulation of strategies, they must strive to sustain and build on this advantage.

• In the last three units, we have discussed:

(1)the role of the manager,

(2) the organization and its environment,

(3) the formulation of strategies to optimize resources,

(4) the need to constantly reinvent & have sustainable competitive advantage.

• In all this, strategy was a key term in our discussions. Now in unit 4, we look at achieving and sustaining that competitive advantage as an organization.

Topic 4 is divided into the following topics:

1. Strategic Management

2.Firm Vision and Mission

3.The Role of Strategic Analysis in Formulating a Strategy

4.Strategic Objective and Levels of Strategy

5.Planning Firm Actions to Implement Strategies

6.Measuring and Evaluating Strategic Performance

1. Strategic Management

• Strategic management is the optimization of a firm’s resources in strategic ways to reach its goals and objectives

• Q: How is strategic management different from management?

• A: While both are important, management is about how the organization is operating in the “here and now”, strategic management focuses on the future.

• Strategic management is about creating paths for future success

• Its about finding new ways to be competitive in the future.

• Another way to distinguish between management and strategic management is to see management as the “what” the organization does now and strategic management as the “how” for the future.

• Therefore, for managers, understanding the

Strategic Management Process (SMP) is critical

for success.

• To understand the SMP, lets look at the

Strategy Cycle (see diagram ).

• A strategy cycle spells out the steps in the

strategic management process.

• Different texts have varying steps in the

strategy cycle; ranging from 5 to 12 in some

cases.

• We will be looking at a strategic cycle that

contains six steps. In this unit, we will discuss

each step, in detail.

2. Firm Vision and Mission

• At the core of every organization is its vision and mission statement.

• The vision statement captures the organizations reason for being.

• Why does the organization exist? Why was the organization founded?

What is the organization trying to accomplish?

• A vision statement ought to be a simple statement or two that declares

clearly why the business or organization exists.

• The mission statement takes the “why” of the vision statement and

explains “how” the vision will be fulfilled.

•The vision and mission statements of an

organization are foundational, since strategy,

budgets, human resource planning and a host of other organizational dynamics will be of little use, if

an organization does not have a defined purpose and

direction.

Mission Statement Vision Statement

About A Mission statement talks about HOW you will get to where you

want to be. Defines the purpose and primary objectives related

to your customer needs and team values.

A Vision statement outlines WHERE you want to be. Communicates both

the purpose and values of your business.

Answer It answers the question, “What do we do? What makes us

different?”

It answers the question, “Where do we aim to be?”

Time A mission statement talks about the present leading to its

future.

A vision statement talks about your future.

Function It lists the broad goals for which the organization is formed. Its

prime function is internal; to define the key measure or

measures of the organization's success and its prime audience is

the leadership, team and stockholders.

It lists where you see yourself some years from now. It inspires you to give

your best. It shapes your understanding of why you are working here.

Change Your mission statement may change, but it should still tie back to

your core values, customer needs and vision.

As your organization evolves, you might feel tempted to change your

vision. However, mission or vision statements explain your organization's

foundation, so change should be kept to a minimum.

Developing a

statement

What do we do today? For whom do we do it? What is the

benefit? In other words, Why we do what we do? What, For

Whom and Why?

Where do we want to be going forward? When do we want to reach that

stage? How do we want to do it?

Features of an

effective statement

Purpose and values of the organization: Who are the

organization's primary "clients" (stakeholders)? What are the

responsibilities of the organization towards the clients?

Clarity and lack of ambiguity: Describing a bright future (hope);

Memorable and engaging expression; realistic aspirations, achievable;

alignment with organizational values and culture.

3. The Role of Strategic Analysis in Formulating a Strategy

• Having looked at the first step in the strategy cycle – vision and

mission, we now come to the second step which is strategy analysis.

• In Topic 3, we surveyed tools and frames that help assess &

analyze an organization’s internal & external environment.

• This information is vital to formulating viable strategies, making

informed decisions & in the writing of business plans for start ups.

Strategic analysis will help raise and answer the following questions in

the formulation of strategies:

1. “What sort of products and services must we embark upon?”

2. “Do we have the internal capabilities to initiate and sustain this

venture?”

3. “Do we possess current technologies?

4. How is our level of staffing? Do they need training and upskilling?

5. “Who are our competitors and what range of products will they

offer?”

6. “How can we offer something better in terms of quality and price?”

• As managers walk their teams through these questions, they will

have a better picture on the direction & type of strategies they

need to formulate. Is it cost, differentiation or focus strategy?

• Please revisit Topic 3 and review our discussions on the

environment of the organization in relation strategy formulation.

4. Strategic Objectives and Levels of Strategy • We now look at Step 3(develop objectives) & step 4(create and choose strategies) of the strategy cycle.

• Having understood the place and importance of analysis in strategy formulation, we now take another step in this unit to look at big picture objectives and levels of strategies to reach those objectives.

• The information gleaned from the analyses will help in establishing realistic objectives and deciding on which level of strategy the organization will pursue.

• Section 9.4 introduces three levels of strategy and helps us understand the important connection between Strategies, objectives and actions.

1st level of strategy - the business-level strategy; deals with the internal aspects of

the organization. Involves evaluating how a business organizes its activities, its

internal resources & capabilities, & in keeping with these if they will pursue a cost

leadership or differentiation strategy with the products/services on offer.

2nd level - the corporate strategy which has to do with the future of the organization.

This is at a higher level than the business level strategy & involves decisions if the

business should expand, shrink or continue at the same level of operation.

• For instance, are there business units that need to shut down?

• Are there units that are doing extremely well that need to be supported?

• Are there new units that ought to open up to increase year-round revenue instead of

seasonal revenues?

The BCG Matrix

• The BCG Matrix (exhibit 9.7 in your text) is a helpful tool that gives managers a quick picture on which business units are doing well and which units are not.

• The BCG matrix plots market share against market growth and has four quadrants: question mark, star, cash cow, dog.

• For example, business units in star category are doing well and need investment and support and business units in dog category need to be shut down.

• Video: BCG Matrix Video 1

• Video: BCG Matrix Video 2

• 3rd level - the international strategy & similar to the corporate

level strategy except that its focus is on the geographic

dimensions of the business.

• Are there foreign markets the organization can enter and expand?

• What opportunities are there?

• And how can the business exploit these opportunities?

Table 9.1 - Readings How Grand Strategies Are Translated into Objectives and Actions

Grand Strategy Strategic Objective Potential Action

Business-Level

Strategy

Growth Increase business revenue by 25% • Introduce a new product.

• Expand to a new location.

Corporate-Level

Strategy

Growth Increase corporate revenue by 10% • Acquire a competitor.

• Expand to a new country.

• Develop a business in a new

industry.

International Strategy Growth Attract 10% overall market share in a new

country

• Export products to that country.

• Acquire a local company in that

country to gain their customers.

5. Planning Firm Actions to Implement Strategies

• This step deals with the implementation of the strategies.

• Having looked at the flow from strategy, to objectives, to actions, we now

build and expand on the types of actions an organization will take in

keeping with its objectives.

• Focus is on what, when, how of the action steps, the resources required,

allocation of staffing, and required technology to carry out these actions

and reach goals in a timely manner.

• A helpful tool to evaluate goals is the SMART framework (See Exhibit

9.10 – reading )

• Weak Goal Example 1: I’m going to write a book.

• SMART Goal Example:

• Specific: I’m going to write a 60,000-word sci-fi novel.

• Measurable: I will finish writing 60,000 words in 6 months.

• Achievable: I will write 2,500 words per week.

• Relevant: I’ve always dreamed of becoming a professional writer.

• Time-bound: I will start writing tomorrow on January 1st, and finish

June 30th.

• Weak Goal Example 2: I’m going to get a better job.

• SMART Goal Example:

• Specific: I’m going to become a search engine optimization (SEO) specialist for a leading software-as-a-service (SaaS) company like Shopify and work remotely.

• Measurable: I will apply to a minimum of 8 job applications within two months.

• Achievable: I’ve worked as an SEO specialist for two years in an office for an accounting firm, and I’m good at my job.

• Relevant: I enjoy collaborating with interesting people, contributing to something innovative, and join a company with room for me to grow.

• Time-bound: I will apply to 8 suitable job applications within two months by submitting 1 application per week.

Group Discussion

• Each of the following statements is a goal or objective, but it is not expressed very

clearly. Rewrite each statement as a SMART goal.

o Amazon wants to improve product delivery times.

o Starbucks baristas should make customized drinks more quickly.

o Sales associates should sell more cars this month.

o McDonald’s needs more customers at dinnertime.

o FedEx wants to compete with UPS.

o Lyft wants to increase revenue.

6: Measuring and Evaluating Strategic Performance

• Measuring is a very key part of our lives

• We measure our height and weight; we measure the quantity of

ingredients that go into any preparation

• In sports, performances are measured to track progress.

• What you cannot measure you cannot manage, what you cannot measure

you cannot improve, or, what you cannot observe you cannot measure.

• From these statements, measuring is essential to management and

progress, & measurements must be observable.

• Once the strategy/strategies have been decided upon and implemented,

measuring and evaluating the success of the implementation is crucial.

• Are the results on track?

• Is performance above or below standards set?

• Are the outcomes in alignment with the vision and mission of organization?

• If not, what corrective actions/measures need to be taken?

• All these questions and more need to be asked when measuring and

evaluating strategies.

• This is step 6 in the strategy cycle.

• Video: Prof Felix Oberholzer-Gee, HBS, Author: Better, Simpler,

Strategy

• What Is Strategy? It’s a Lot Simpler Than You Think

Summary of Topic 4

• Work on Readings for Topic 4