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| IPS Learning Confidential – Copyright © 2015 IPS Learning, LLC 1 IPS Learning Confidential | Copyright © 2015 IPS Learning, LLC A Framework for Aligning Strategy and Execution Joe Czarnecki, VP Product and Sales Support IPS Learning

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Page 1: A Framework for Aligning Strategy and · PDF fileA Framework for Aligning Strategy and Execution ... Strategy-Execution Gap, Strategy& (formerly Booz & Company, now part of the PwC

| IPS Learning Confidential – Copyright © 2015 IPS Learning, LLC1 IPS Learning Confidential | Copyright © 2015 IPS Learning, LLC

A Framework for Aligning Strategy and Execution

Joe Czarnecki, VP Product and Sales Support

IPS Learning

Page 2: A Framework for Aligning Strategy and · PDF fileA Framework for Aligning Strategy and Execution ... Strategy-Execution Gap, Strategy& (formerly Booz & Company, now part of the PwC

| IPS Learning Confidential – Copyright © 2015 IPS Learning, LLC2

What CEO’s are Thinking

Trouble Implementing Strategy

Company not focused on executing strategy

Company not aligned behind their strategies

Strategies ask people to work on too many & conflicting priorities

Strategy-Execution Gap, Strategy& (formerly Booz & Company, now part of the PwC network), May 2014

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| IPS Learning Confidential – Copyright © 2015 IPS Learning, LLC3

Even Good Strategies Fail

Lessons from the

C-Suite…

Strategic Initiatives have been successful

Excellent on successful execution

Struggle to bridge strategy-execution gap

The Economist Intelligence Unit, March 2013

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| IPS Learning Confidential – Copyright © 2015 IPS Learning, LLC4

What are your strategic challenges?

Alignment between strategy and execution unclear

Impact of organizational dynamics are misunderstood or ignored

Lack of aligned performance metrics

Programs/projects extremely complex

Inconsistent processes on how to manage projects and programs

Lack of clear agreements around interfaces and interdependencies

Failure to accurately predict results in scope creep

Risks not well understood

Lack of resources, people spread too thin

Required skill sets don’t match required needs

Other organizational functions and members not on board

Difficult to manage without authority over people who are on multiple projects, not functional reports

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| IPS Learning Confidential – Copyright © 2015 IPS Learning, LLC5

Global CEO’s #1 quest is to seek better alignment

between strategy, objectives and organizational

capabilities

The Conference Board’s 2014 global CEO study

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| IPS Learning Confidential – Copyright © 2015 IPS Learning, LLC6

Objectives for Today

Outline a framework for improving organizational alignment of project-based work (PBW)

Summarize the 6 critical business skills to enhance the PBW Leader’s capabilities

Take away actionable concepts to improve alignment strategy, execution, and capabilities

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| IPS Learning Confidential – Copyright © 2015 IPS Learning, LLC7

Our Strategic Execution Journey

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| IPS Learning Confidential – Copyright © 2015 IPS Learning, LLC8

Who are you?

Where are you going?

How will you operate?

What needs creating?

What is the context?

How will we build it?

The Strategic Execution Framework (SEF)

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| IPS Learning Confidential – Copyright © 2015 IPS Learning, LLC9

Strategy Making

Strategy Execution

Unpacking the SEF

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| IPS Learning Confidential – Copyright © 2015 IPS Learning, LLC10

Health Care• Affordable Healthcare Act

• Improve care effectiveness

and drive down administrative

costs

Financial Services • Hyper competitive market

• New emerging technologies

• Faster time to market

What’s Your External Environment?

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| IPS Learning Confidential – Copyright © 2015 IPS Learning, LLC11

Align the Strategy Making DomainsDo the Right Projects

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| IPS Learning Confidential – Copyright © 2015 IPS Learning, LLC12

The Ideation Domain

Character, image,

brand, and values

What the organization is

dedicated to in the long term

The reason the

organization exists

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| IPS Learning Confidential – Copyright © 2015 IPS Learning, LLC13

Xerox’s Ideation, 1981

“Xerox perceived itself as only in the office copier business.”

— Malcolm Gladwell

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| IPS Learning Confidential – Copyright © 2015 IPS Learning, LLC14

Ideation

Google’s mission is

to organize the

world’s information

and make it

universally

accessible and useful

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| IPS Learning Confidential – Copyright © 2015 IPS Learning, LLC15

The Nature Domain

How an organization

designs relationships

between areas or functions

The artifacts, core values, and

behaviors of the organization

The path an organization designs

to achieve its purpose and goals

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| IPS Learning Confidential – Copyright © 2015 IPS Learning, LLC16

Misaligned Ideation, Culture and Strategy

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| IPS Learning Confidential – Copyright © 2015 IPS Learning, LLC17

CompetenceCultivation

Source: Schneider, William E. The Reengineering Alternative: A Plan for Making Your Current

Culture Work. Burr Ridge, IL: Irwin Professional Pub., 1994.

Collaboration Control

Competence

Collaboration Control

Cultivation

Every organization has a predominant culture

and usually has subordinate cultures.

Four Core Cultures

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| IPS Learning Confidential – Copyright © 2015 IPS Learning, LLC18

5

4

3

2

1

1

2

3

4

5

5

43

2

1

1

23

4

5

Control

CompetenceCultivation

Collaboration

Your Culture Maps

Draw a culture map for:

Your Organization (red)

Your Team (green)

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| IPS Learning Confidential – Copyright © 2015 IPS Learning, LLC19

The Vision Domain

The path an organization

designs to achieve its

purpose and goals

The determination of

specific desired results

The vehicle to evaluate

progress to the achievement

of strategic goals

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| IPS Learning Confidential – Copyright © 2015 IPS Learning, LLC20

The Measurement Conundrum

Tell me how you measure me and I will tell you how I behave.

— Eliyahu Goldratt

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| IPS Learning Confidential – Copyright © 2015 IPS Learning, LLC21

The Engagement Domain

Strategy based, prioritized set of projects and programs,

reconciled to the resources required to accomplish them

The path an organization designs to

achieve its purpose and goals

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| IPS Learning Confidential – Copyright © 2015 IPS Learning, LLC22

Clear Strategic Vision: SW Airlines

Source: Porter, Michael. "What is Strategy?" Harvard Business Review HBR OnPoint Enhanced Edition, Product Number: 4134 (February 1, 2000).

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| IPS Learning Confidential – Copyright © 2015 IPS Learning, LLC23

Strategy Execution Mapping

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| IPS Learning Confidential – Copyright © 2015 IPS Learning, LLC24

The Synthesis Domain

Multiple interdependent projects

managed as a single unit

Unique, temporary efforts

defined by deliverables,

schedule, and resources

Strategy-based, prioritized set of projects and

programs, reconciled to the resources

required to accomplish them

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| IPS Learning Confidential – Copyright © 2015 IPS Learning, LLC25

Collaboration Control

Competence

Collaboration Control

Cultivation

Culture and Today’s Work Approaches

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| IPS Learning Confidential – Copyright © 2015 IPS Learning, LLC26

Balancing Plan-Driven & Agile Approaches

Source: Barry Boehm and Richard Turner. Balancing Agility and Discipline: A Guide for the Perplexed. Addison Wesley. 2004.

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| IPS Learning Confidential – Copyright © 2015 IPS Learning, LLC27

Page 28: A Framework for Aligning Strategy and · PDF fileA Framework for Aligning Strategy and Execution ... Strategy-Execution Gap, Strategy& (formerly Booz & Company, now part of the PwC

| IPS Learning Confidential – Copyright © 2015 IPS Learning, LLC28

The Transition Domain

Multiple interdependent

projects managed as a

single unit

Unique, temporary efforts

defined by deliverables,

schedule, and resources

The ongoing processes of the

enterprise that deliver value

to the customer

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| IPS Learning Confidential – Copyright © 2015 IPS Learning, LLC29

IKEA in China

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| IPS Learning Confidential – Copyright © 2015 IPS Learning, LLC30

What Works Well

Not Perfect Yet

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| IPS Learning Confidential – Copyright © 2015 IPS Learning, LLC31

Where are your Strengths and Opportunities?

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| IPS Learning Confidential – Copyright © 2015 IPS Learning, LLC32

I N V E S T

Imperatives of Strategic Execution

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| IPS Learning Confidential – Copyright © 2015 IPS Learning, LLC33

I

N

V

deation

ature

ision

Know who you are, why you exist and where you

are going

Align your strategy, structure and culture

Continually rearticulate and quantify your desired

outcomes

Imperatives of Strategic Execution

Engagement Continually reinvest in the right portfolio of strategic

projects to achieve current strategic outcomes

S

T

ynthesis

ransition

Execute your strategic projects balancing appropriate

levels of PM 1.0 (discipline) vs. PM 2.0 (agility)

Transition your projects’ benefits into operations, and

reinvest the project resources

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| IPS Learning Confidential – Copyright © 2015 IPS Learning, LLC34

Integration Scope Time Cost Quality

HR Communications Risk Procurement Stakeholders

Manage without Authority

Master the Finances on

Projects

Execute Complex Programs

Lead Effective Teams

Innovate through Design Thinking

Master the Project Portfolio

Convert Strategy into Action

Leadfor Strategic Execution

Lead Change from the Middle

Exhibit Project Management

Mastery

As a PBW Leader – you will be called to…

PROGRAM & PROJECTS

PORTFOLIO

ORGANIZATIONAL

MECHANICS/ EXECUTION

AFTER MASTERING THE FUNDAMENTALS

Leverage the Customer Relationship

The Stanford Research Shows…

Str

ateg

ic E

xecu

tion

Mas

tery

TA

CT

ICS

ST

RA

TE

GY

& E

XE

CU

TIO

N

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| IPS Learning Confidential – Copyright © 2015 IPS Learning, LLC36

The 6 Critical Meta-Skills

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| IPS Learning Confidential – Copyright © 2015 IPS Learning, LLC38

Given the SEF and the six Meta-Skills we can address the Global

CEO’s #1 quest to seek better alignment between strategy, objectives and organizational

capabilities.

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| IPS Learning Confidential – Copyright © 2015 IPS Learning, LLC39

Questionsand

Additional

Discussion

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| IPS Learning Confidential – Copyright © 2015 IPS Learning, LLC40

Joe Czarnecki

– ipslearning.com

– esi-intl.com

– apm.stanford.edu

– Email: [email protected]

– Twitter: @ipslearning

– Connect with me on LinkedIn!

Thank you!My

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