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Tuesday, January 22, 2013

Strategy development, stage 1



CONTENTS

1.      The Perfect Chaos


2.      A strategy – how to manage the chaos


a.       How to prepare for strategy development


b.      Strategy development


 

THE PERFECT CHAOS



Some companies do not understand the importance of strategy it seems. My personal experience with such a company made me aware of some worrying tendencies which one should absolutely avoid if the company is to survive on the market.

First, it seemed that after a relatively recent merge between the company and another company operating in the same general market segment nobody had bothered to evaluate the results in terms of qualifications, working environment, customer relations, company and business structure, etc. Nobody noticed that the company had turned from a small to a middle company. Then nobody understood the necessity of changes in terms of policy, structure, synergy, strategy, consumer segments, competition, market development, and so on.

The problem was that everything was driven on an emerging basis: we stumble upon it, so we should deal with it. However, that resulted in confused customers, dealing for more than a year with a double entity (both companies co-existing under one management); no clear concept about business structure or heading; no vision, mission or image which usually means problems in terms of finding a niche or a stable customer base; no visual image – no business cards, no logo, no presentation materials.

The worst mistakes though came in the form of lack of understanding of strategy. Chaos was created by trying to centralize the control and the administration even though there were two offices operating on different tasks with different customers and with completely different needs. The lack of marketing strategy (and business strategy for that matter) resulted in financial pre-crisis at the smaller office and absolute confusion about how to handle the insufficiency of clients.
The biggest problem though, was that the HQ management did not develop a strategy managing the issues on hand. The understanding and inclusion of all key elements characterizing the business and giving it a fighting chance seemed mission impossible. No wonder there – managing a small office is different than managing two bigger offices. Furthermore, strategy is a specific field and requires competences. You should not believe that knowing your field qualifies you as a strategist.
That is why, before everything falls apart, please understand:

 

A STRATEGY SHOULD BE DEVELOPED BY A STRATEGIST.


In line with that comes the last paradox in the story. Buried in problems, the small office had a great core competence that clients were interested in. However, not understanding what a strategy implies and what the business logic requires, development suggestions given by splendid professionals in their own field included ideas as offering a predefined service to customers (instead of learning to listen and adapt to clients’ needs) and mixing the successful service with different unconnected activities to ensure revenue (thus risking an image that has a chance to be established). Last but not least, one can even argue that the relative success so far has only been a coincidence as the short-termed action strategy – contacting possible customers – cannot ensure the achievement of any of the typical business goals – sustainability, growth, prestige.

A STATEGY – HOW TO MANAGE THE CHAOS


How to prepare for strategy development?


A strategy is crucial, as shown above.

Preparations for strategy development include full analysis of the available resources, of the market, the consumers, and the competition. Resource analysis should include:

1.      Personnel – number, location, qualifications, network, image (in some cases);

2.      Buildings – what does the company own or rent, how much does it cost, what is the location, what is the use of the buildings, what are the eco-characteristics of the buildings, etc.

3.      Management – what is the managerial structure, who are the managers, which are their qualifications, what network do they have and how good they can use it, what is their public image;

4.      Partners – qualifications, resources, CSR, public image, financial state, contracts and agreements, network;

5.      Supply chain – companies, CSR, qualifications, resources, public image, contracts and agreements, network.

6.      Finances – what is the current state of the company, debts, interests, investment, how are the resources managed;

7.      Image – how do our stakeholders see us and why, do we manage to broaden and retain the customer base, what is our strongest feature, what is negative about us, are we known, have we promoted our core competences effectively, have we reached all the stakeholders we needed to reach.

8.      Core competences – licenses, limited knowledge, special type of a service or a product difficult to copy, innovation, etc.

9.      Product – expected frequency of use, demand, price, quality, development, stage in the product life cycle, primary target groups, etc.

After finishing the internal corporate analysis, an external research should be launched to get a detailed picture of the market situation. It should absolutely include:

1.      Competitors – bench marketing, consumer segments, core competences, possibly future strategy, types of products, financial state and public image.

2.      Market – rules and regulations, supply and demand, financial stability, customers’ ability and desire to buy, market tendencies and branch tendencies, etc.

3.      Political and social situation – development and freedom of the market, legal systems and necessary steps to legalize the business, expectations of local communities, political interests and cross-border connections, war, etc.

4.      Consumers – brand dependency, expectations regarding product quality, price, socially responsible practices, levels of consumer awareness in connection to the product’s characteristics and the business practices, local communities, customers of other brands/companies, etc.

5.      Other stakeholders – mapping of all groups or individuals with an interest in the business or interest affected by the business or affecting the business.

Those factors do vary depending on the type of company, on the branch, and the country you operate in. The important part is to analyze comprehensively all factors that have impacted, are impacting or might impact the company. Only then you are ready to talk strategy.

Strategy development


Strategies are developed in close collaboration between the company’s finance manager, business administrator, marketing manager, development/innovation managers, sales managers and possibly stakeholder representatives. It might be that a smaller company will hire outside help if not housing all the needed experts, but it should not happen that any of the core business areas is overlooked.

After establishing the status of the company, vision and mission should be defined. At first they would typically encompass only the financial and growth goals but in the formulation process they will come to encompass everything from resources and company interest to marketing, communication and stakeholder interests. Mission and vision are closely connected to the existing (if any) image of the company and to the desired one. That is to say that setting goals should not only be based on perceived abilities but also on stakeholder expectations.

With the appropriate choice of mission, vision and image goals the first major step in strategy development is over. From here on follows the development of a company-specific operative plan meant to lead the way to realization of the corporate goals.

A very important point here is that mission, vision and image have the purpose to channel the company’s efforts, thus maximize outcomes. However, this also means failure if mission, vision and image are chosen inappropriately. Last but not least, a note which one easily can find in any management textbook – the strategy must be a process, not a campaign with a clearly defined deadline.

DIDI

 

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