Frederic Moreau, President, PÖL Digital

AGILE STRATEGY MANAGEMENTIN A TURBULENT WORLD

Agile enterprises• Montréal •

@frederic_moreau

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Agile enterprise enabler, bringing business performance to the next level through #strategy #leadership #innovation workshop facilitation and coaching

SUMMARY

• Why agile strategic management?

• Introducing the Crystal Dynamic agile strategy model

• How to use Crystal Dynamic?

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1. WHY AGILE STRATEGIC MANAGEMENT?

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NEW MARKET ENVIRONMENT

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• Volatile

• Uncertain

• Complexe

• Ambiguous

• Ending (business cycles)

• Individual

PERFORMING IN THE TURBULENCETHE AGILE ANSWER

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• An Agile Enterprise is a group of people who anticipate and dynamically adjust to the ongoing changes in the environment in order to reach a common goal for which the meaning is shared

Vision

Collaboration Anticipation

FastCost-effective

Value creation driven Total satisfaction

Iterations

TRINITY OF ORGANIZATIONAL AGILITY

Leadership agility

Execution agility

Strategy agility

Agile enterprise

Projects

Operations

Results

Direction

Culture

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ISSUES WITH STRATEGIC PLANNING

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• 96% of businesses worldwide operate without strategy• 78% of those who have formulated a strategy workout their strategic plan once a

year, although markets move every10 days on average• The vast majority define their strategy within small groups of people (executive

boards) and do not benefit from the collective intelligence of a broder group of employees

• As a consequence of the above, there is little strategic alignment within most organizations, small or large

• 250 man/days is the average cost of an annual strategic planning exercice involving executive board members, excluding extra cost of additional people involved like potential consultants

• Within large companies, an annual strategic planning exercice takes between1 to 2 months to be produced, with an additional 1 to 3 month decision making process.

• For all the reasons above, the exercice most often turn into a budgetary exercice where the way to reach newly set objectives are not clearly articulated

METHODS AND TOOLS EXIST TO PRODUCE DESIRE OUTPUTS FASTER; E.G.

Business Model Generation (Alex Osterwalder )

Lean Startup(Eric Ries)

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Balanced Scorecard(Robert S. Kaplan)

BUT THERE IS A GAP BETWEEN LEAN TOOLS DESIGNED TO INNOVATE AND STRATEGIC PLANNING TOOLS HELPING ESTABLISHED

COMPANIES DECIDE UPON THEIR NEXT DEVELOPMENT STEPS

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InnovationCreation of a business value (new company, business unit, product, service, or process)

Strategic planning methods designedfor established businessesmarket analysis, business modeling,strategies, financial planning, etc.

INTRODUCING CRYSTAL DYNAMIC THE AGILE WAY TO MANAGE A BUSINESS STRATEGY

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BENEFITS OF THE CRYSTAL DYNAMIC MODEL

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• Align opinions, strategic directions and actions using a collaborative approach

• Increase the quality of the final result by using the collective intelligence

• Accelerate the production process of the strategic planning exercice

• Reduce time spent by executive members• Deliver a practical tool and simple method to prioritize

actions in a fast-changing and complexe market environment

CRYSTAL DYNAMIC® BUSINESS CANVAS

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INITIAL PROCESS TO CRYSTAL DYNAMIC®(SPRINT ZERO)

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1 2 3

BusinessModel

Marketanalysis

Agile strategy& actions

(canvas #1) (canvas #2) (canvas #3)

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Financialperformance(canvas #4)

Iterations to ensure canvas alignment

STEERING YOUR STRATEGY THE AGILE WAY

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Enterprisestrategy

Crystal Dynamic canvas

2 to 4 weeks action release timing

Short Daily meetups

Sprint zero

Results assessment

Actionbacklog

Iterations

CCD#1 - THE BUSINESS MODEL

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A profitable set of processes by which your company creates value, delivers this value on its market, and

capture a value in return

CCD#1 - BUSINESS MODEL BLUEPRINT

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CCD#2 - MARKET ANALYSIS

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Business intelligence starts with the knowledge of its market

THE « PESTO » SWOT ANALYSIS

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Economy&competition

Thinkaboutyourindustry;i.e.overallrevenuesgenerated,clients,users,prospects,competitors,andpartners.Whatarethetrendsinyourmarket?Whatarethemainchallengesitiscurrentlygoingthrough?Whatareitsmainstrengths?Findreliabledataaboutyourmarket(volume,pro>ile,behavior,pain,needs,expectations),andusethemtodrawupyourconclusions.

Social&userexperience

Howisyourindustryimpactedbysocialtrends;i.e.thewaythesocietyoperatesandthepsychologicalfactorsthatcanbeassociatedtocurrentbehaviors?Arethereanysuccessfuldevelopmentsintermsofuser/clientexperiencesyoucouldbene>itfrom?Whichmarketdatadoyouhavetomeasurethesesocialtrends,opportunitiesandthreats?

Political&legal

Isyourmarkethighlyregulated?Bywhom?Howdecisionstakenbythelegal&justiceauthoritiesmayimpactyourindustry?Whoaretheorganizationsthatin>luenceorexertpressurefromtheauthorities?Forwhatpurpose?Doyoufaceanylegallimitationstooperateonyourtargetmarkets?Howtotakeadvantageofthisenvironment?

Technology&tools

Howtechnologiesandexistingsystemsimpactyourmarket?ThinkofthetechnologiesandITsolutionsneededtobuildandmaintainITinfrastructures,theadministratorsideofsoftwares(back-end)andtheusersideofit(front-end).Isthiscurrentenvironmentmeetingthedemandofthemarket?Whatcanbeconsideredasthemajoradvantageanddisadvantageofthetechnologicalenvironmentinyourindustry?

Yourorganization

Isyourcompanystructuredandorganizedeffectivelytomeetthedemandofyourmarketandmaintainitscompetitiveadvantage?Whatarethestrengthsofyourorganizationinthiscontext,andwhichonesrequireimprovementorchange?

CCD#2 - MARKET ANALYSIS

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CCD#3 - THE STRATEGY

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A strategy is a set of movements (actions) that a company decides to make expecting the benefit to outweigh the resources

committed to implement these actions.

It is the direction you take with your business.

THE AGILE STRATEGY

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The ability to change directions quickly all together within the organization to seize the right opportunity

• It focuses on the most important actions to achieve right now in each of the 10 core areas of business strategy

• When an action is completed, evaluate results and decide the next action to implement while taking into account potential changes in the market environment

• Iterate the process permanently

THE CRYSTAL DYNAMIC MODEL SUGGESTS THERE ARE ONLY 3 POSSIBLE STRATEGIES, AND THEY ADD UP

Dominate

Adapt

Innovate

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To do well what we are supposed to do to (and do it as brilliantly as possible)

To change what needs to be changed in order to remain align with internal or external changes and needs

To create a solution to solve o problem or obtain a gain, seize a new market opportunity

CCD#3 - AGILE STRATEGY

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CCD#4 - FINANCIAL PERFORMANCE

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OPEXCAPEX Profits

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Revenues

ActivitiesConsumers

PERFORMANCE INDICATORS IN A VISUAL DIAGRAM FOR EASIER READING AND ADJUSTMENT

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CCD#4 • FINANCIAL PERFORMANCE

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EVALUATE RESPONSES FROM 0-3 TO ALIGN MORE EASILY OPINIONS AND VISIONS

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3 = I AM / WE ARE FULLY SATISFIED WITH MY/OUR OUTPUTS 2 = I AM / WE ARE SATISFIED WITH MY/OUR OUTPUTS 1 = I AM / WE ARE A BIT DISSATISFIED WITH MY/OUR OUTPUTS 0 = I AM / WE ARE VERY DISSATISFIED WITH MY/OUR OUTPUTS

3. HOW TO USE CRYSTAL DYNAMIC?

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DO-IT-YOURSELF 

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Editable canvas can be used and dowloaded for free on Google Drive• English version here http://bit.ly/1Snebr0

ONLINE ADVISORY SESSION

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Online forms ProfilesAlignment

Populate online canvas

Stratégie agileCanevas Cristal Dynamique #3

Conçu pour : Auteur : Date :

Itération #

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Les gabarits du modèle Cristal Dynamique sont sous licence Creative Commons Attribution-ShareAlike BY PÖL Digital, www.poldigital.com - Attribution CC-BY 4.0 International

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Actionsstratégiques

Dates delivraison

Résultatsattendus

Stratégie dedomination

Stratégied’adaptation

Stratégied’innovation

Votremarché Texte Texte Texte

Produits& Services

Ventes &monétisation

Prix & conditions

Technologie& systèmes

Production & fabrication

Distribution& logistique

Communication& promotion

Equipe & organisation

Finances &comptabilité

Choix rationnel

Choix intuitive

Placez les pastilles bleues ou rouges au-dessous de la stratégie de votre choix, puis indiquer l’action que vous allez réaliser pour exécuter cette stratégie.

Diagnostic & advisorysession through videoconference

WORKSHOPS

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Intra-entreprise workshop Multiple-entreprises workshop(for entrepreneurs)

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THANK YOU

FOR ANY QUESTION OR SUPPORT, CONTACT

Frederic MoreauMontréal, QC, CanadaCell.: +1 514 503-3357 - fred@poldigital.com