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1.0 Develop Vision and Strategy (10002)

1.1 Define the business concept and long-term vision (17040)​

1.1.1 Assess the external environment (10017)​

  • 1.1.1.1 Identify competitors (19945)
  • 1.1.1.2 Analyze and evaluate competition (10021)
  • 1.1.1.3 Identify potential product or service alternatives (21421)
  • 1.1.1.4 Identify economic trends (10022)
  • 1.1.1.5 Identify political and regulatory factors (10023)
  • 1.1.1.6 Identify environmental factors (10027)
  • 1.1.1.7 Identify social and cultural changes (10026)
  • 1.1.1.8 Assess new technologies (10024)
  • 1.1.1.9 Analyze demographics (10025)
  • 1.1.1.10 Evaluate intellectual property (16790)

1.1.2 Survey market and determine customer needs and wants (10018)​

  • 1.1.2.1 Conduct qualitative/quantitative research and assessments (10028)
  • 1.1.2.2 Capture customer needs and wants (19946)
  • 1.1.2.3 Assess customer needs and wants (19947)

1.1.3 Assess the internal environment (10019)​

  • 1.1.3.1 Analyze organizational characteristics (10030)
  • 1.1.3.2 Analyze internal operations (19948)
  • 1.1.3.3 Create baselines for current processes (10031)
  • 1.1.3.4 Analyze systems and technology (10032)
  • 1.1.3.5 Analyze financial health (10033)
  • 1.1.3.6 Identify core competencies (10034)

1.1.4 Establish strategic vision (10020)​

  • 1.1.4.1 Define the strategic vision (19949)
  • 1.1.4.2 Align stakeholders around strategic vision (10035)
  • 1.1.4.3 Communicate strategic vision to stakeholders (10036)

1.1.5 Conduct organization restructuring opportunities (16792)​

  • 1.1.5.1 Identify restructuring opportunities (16793)
  • 1.1.5.2 Perform due-diligence (16794)
  • 1.1.5.3 Analyze deal options (16795)
    • 1.1.5.3.1 Evaluate acquisition options (16796)
    • 1.1.5.3.2 Evaluate merger options (16797)
    • 1.1.5.3.3 Evaluate de-merger options (16798)
    • 1.1.5.3.4 Evaluate divesture options (16799)

1.2 Develop business strategy (10015)​

1.2.1 Develop overall mission statement (10037)​

  • 1.2.1.1 Define current business (10044)
  • 1.2.1.2 Formulate mission (10045)
  • 1.2.1.3 Communicate mission (10046)

1.2.2 Define and evaluate strategic options to achieve the mission (10038)​

  • 1.2.2.1 Define strategic options (10047)
    • 1.2.2.1.1 Select partnerships and relationships to support the extended enterprise (18083)
  • 1.2.2.2 Assess and analyze impact of each option (10048)
    • 1.2.2.2.1 Identify implications for key operating model business elements that require change (13289)
    • 1.2.2.2.2 Identify implications for key technology aspects (13290)
  • 1.2.2.3 Evaluate B2B options (21606)
  • 1.2.2.4 Evaluate B2C options (21607)
  • 1.2.2.5 Evaluate partner/alliance options (21608)
  • 1.2.2.6 Evaluate IP acquisition options (21609)
  • 1.2.2.7 Evaluate innovation options (21610)
  • 1.2.2.8 Evaluate sustainability options (21611)
  • 1.2.2.9 Evaluate global support options (21612)
  • 1.2.2.10 Evaluate shared services options (21613)
  • 1.2.2.11 Evaluate lean/continuous improvement options (21614)

1.2.3 Set/Develop long-term enterprise strategy (10039)​

  • 1.2.3.1 Develop partner/alliance strategy (16803)
  • 1.2.3.2 Develop sustainability strategy (14189)
  • 1.2.3.3 Develop merger/demerger/acquisition/exit strategy (16805)
  • 1.2.3.4 Develop innovation strategy (19952)
  • 1.2.3.5 Develop global support strategy (19950)
  • 1.2.3.6 Develop shared services strategy (19951)
  • 1.2.3.7 Develop lean/continuous improvement strategy (14197)

1.2.4 Coordinate and align cross-functional and process strategies (10040)​

1.2.5 Create organizational design (10041)​

  • 1.2.5.1 Evaluate breadth and depth of organizational structure (10049)
  • 1.2.5.2 Perform job-specific roles mapping and value-added analyses (10050)
  • 1.2.5.3 Develop role activity diagrams to assess hand-off activity (10051)
  • 1.2.5.4 Perform organization redesign workshops (10052)
  • 1.2.5.5 Design the relationships between organizational units (10053)
  • 1.2.5.6 Develop role analysis and activity diagrams for key processes (10054)
  • 1.2.5.7 Assess organizational implication of feasible alternatives (10055)
  • 1.2.5.8 Migrate to new organization (10056)

1.2.6 Develop and set organizational objectives (10042)​

  • 1.2.6.1 Identify organizational objectives (19953)
  • 1.2.6.2 Establish baseline metrics (19954)
  • 1.2.6.3 Monitor performance against objective (19955)

1.2.7 Formulate business unit strategies (10043)​

  • 1.2.7.1 Analyze business unit strategies (19956)
  • 1.2.7.2 Identify core competency for each business unit (19957)
  • 1.2.7.3 Refine business unit strategies in support of organizational strategy (19958)

1.2.8 Develop customer experience strategy (19959)​

  • 1.2.8.1 Assess customer experience (19960)
    • 1.2.8.1.1 Identify and review customer touchpoints (19961)
    • 1.2.8.1.2 Assess customer experience across touchpoints (19962)
    • 1.2.8.1.3 Perform root cause analysis of problematic customer experiences (19963)
  • 1.2.8.2 Design customer experience (19964)
    • 1.2.8.2.1 Define and manage personas (16612)
    • 1.2.8.2.2 Create customer journey maps (19965)
    • 1.2.8.2.3 Define single view of the customer for the organization (19966)
    • 1.2.8.2.4 Define a vision for the customer experience (19967)
    • 1.2.8.2.5 Validate with customers (19968)
    • 1.2.8.2.6 Align experience with brand values and business strategies (19969)
    • 1.2.8.2.7 Develop content strategy (19970)
  • 1.2.8.3 Design customer experience support structure (19971)
    • 1.2.8.3.1 Identify required capabilities (19972)
    • 1.2.8.3.2 Identify impact on functional processes (19973)
  • 1.2.8.4 Develop customer experience roadmap to develop and implement defined capabilities (19974)

1.2.9 Communicate strategies internally and externally (18916)​

1.3 Develop and measure strategic initiatives (10016)​

1.3.1 Develop strategic initiatives (10057)​

  • 1.3.1.1 Identify strategic priorities (19975)
  • 1.3.1.2 Develop strategic initiatives based on business/customer value (19976)
  • 1.3.1.3 Review with stakeholders (19977)

1.3.2 Evaluate strategic initiatives (10058)​

  • 1.3.2.1 Determine business value for each strategic priority (19978)
  • 1.3.2.2 Determine the customer value for each strategic priority (19979)

1.3.3 Select strategic initiatives (10059)​

  • 1.3.3.1 Prioritize strategic initiatives (19980)
  • 1.3.3.2 Communicate strategic initiatives to business units and stakeholders (19981)

1.3.4 Establish high-level measures (10060)​

  • 1.3.4.1 Identify business value drivers (19982)
  • 1.3.4.2 Establish baselines for business value drivers (19983)
  • 1.3.4.3 Monitor performance against baselines (19984)

1.3.5 Execute strategic initiatives (19507)​

1.3.6 Review execution of strategic initiatives (21422)​

1.3.7 Refine strategic initiatives and project plans as needed (21423)​

1.4 Develop and maintain business models (20944)​

1.4.1 Develop business models (20945)​

  • 1.4.1.1 Assemble business model information (20946)
  • 1.4.1.2 Secure appropriate approvals (20947)
  • 1.4.1.3 Identify integration points with existing models (20948)
  • 1.4.1.4 Adopt the business model (20949)

1.4.2 Maintain business models (20950)​

  • 1.4.2.1 Establish business model maintenance parameters (20951)
  • 1.4.2.2 Accept business model feedback parameters (20952)
  • 1.4.2.3 Prioritize and manage incoming feedback (20953)
  • 1.4.2.4 Update existing models (20954)

1.4.3 Establish business model governance (20955)​

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