Amazon: You will create six detailed entries for your “Strategy Playbook for Extraordinary Results.” Each entry will be a situation analysis, similar to the situation analyses you completed in your SF005 Assessment.

You will create six detailed entries for your “Strategy Playbook for Extraordinary Results.” Each entry will be a situation analysis, similar to the situation analyses you completed in your SF005 Assessment.

Note: For each entry, be sure to review the analyses and responses you completed for the CMBA SF005 Assessment. You are expected to apply lessons from the case studies, reference appropriate and relevant readings you identify from the “Walden MBA Capstone Bibliography,” and from other appropriate frameworks and analytic tools into your playbook entry.

Playbook Entry 1: Evaluation of Mission, Vision, & Values—The Soulful Purpose in Action

In your first analysis entry for your strategy playbook for your chosen Capstone organization, evaluate what Wolfe calls the “Context Field”, or level of analysis, for the company you selected. As Wolfe explains (2011, pp. 81–84):

“Within organizations, the Context field is often incorrectly referred to as the culture of the organization. It is this but is also much more. Culture is part of Context but not all of it.

Context is certainly much more than the “do’s and don’ts” associated with the word culture in our society. It’s even more than the mores and shared values we spend so much time dissecting and diagramming. It’s the sum total of all our shared stories, the mythology we make up to explain our world to ourselves and to others.

As such, it is not something that can be easily observed or measured, but it literally defines “how we do things around here.” An organization and the individuals within it cannot behave or operate in ways that are contrary to the Context framework defining the organization. . .

The Context Field contains energy associated with meaning and purpose. It is the energy that drives what is known in today’s business environment as engagement.”

In traditional strategy terms, evaluating the “Context Field” of an organization is related to the evaluation of the organization’s stated, and lived, mission, vision, and values (if they have them stated). The analysis of the Context Field derives from developing answers to a probing set of questions that are intended to help you better understand the goals, ambitions, value, and long-term soulful purpose of the organization. Understanding these issues sets the context and lens from which to better understand how to shape your strategy playbook. It also affords you the opportunity to recommend ways in which these important context elements (mission, vision, and values) could be improved. This entry’s focus question for your strategy playbook is: What is your winning aspiration? (What do you stand for and believe deeply in?)

Reference: Wolfe, N. (2011). The living organization: Transforming business to create extraordinary results. Irvine, CA: Quantum Leaders Publishing.

To prepare for this playbook entry:

• Review “James Houghton and Signature Theater,” and any notes you prepared for your Assessment of that case in your SF005 Assessment responses. With this information in mind, consider what you learned that you can apply to your chosen organization.
• Identify and review relevant readings from the “Walden MBA Capstone Bibliography,” as well as other relevant readings you deem relevant.
• Locate and maintain access to publicly available information about the organization’s mission, vision, and values. This information should be available in the organization’s annual reports and official website.
• Analyze the company’s mission, vision, and values by considering the following:
  • What is the fundamental purpose of the organization (beyond “making money”), why does it exist, and what problems does it solve in the world? (See Wolfe, 2009, pp. 121–128.)
  • Would the world be a better place if this organization no longer existed? Why, or why not? (See Wolfe, 2009, pp. 121–128.)
  • Has the company been consistent and true towards achieving its purpose and vision over the years? Is it still consistent now? How? What could it do better?
  • Are organization-wide goals stated merely in terms of market growth or financial outcomes for a year or two? Are there any more broad, stakeholder related goals or “balanced scorecard” goals? How should they improve in this area (what goals should they have and why)?
  • Do the stated mission and/or vision statements address all of the fundamental stakeholders explicitly? (At an absolute minimum, this should include employees, customers, and shareholders.)
  • Are the organization’s fundamental (soulful) purpose, mission, vision, and values aligned explicitly with one another—and with the actions of the organization?

Write Playbook Entry 1

Write a polished and synthesized evaluation of your chosen organization’s stated mission, vision, and values statements and include it as Entry 1 in your strategy playbook document. In writing your evaluation, be sure to address the following:

1. Do the stated mission, vision, and values provide a strong foundation from which to clearly understand the organization’s soulful purpose? How, and why?
2. What are the strengths and weaknesses of the stated mission, vision, and values? Why?
3. What revisions would you make to strengthen them (if necessary), and why? If you do not have recommendations, explain why you think the current stated mission, vision, and values are appropriate without revision and what criteria you suggest that organization use to evaluate those periodically so it can ensure that they remain relevant.
4. Be sure to back your evaluation with evidence and references to best practices from the case study, required readings, and relevant readings from the “Walden MBA Capstone Bibliography.”
5. Title this entry “Mission, Vision, and Values Analysis for [Insert Organization Name].”

This entry should be approximately 700 words, single spaced, excluding a title page and references.

Notes:

• If the organization you are studying does not have formal statements on the items listed above, create them based on the application of your research. Then, explain why your version makes sense.
• As a best practice, you should plan to review and revise your playbook throughout this Assessment as you continue to build your components. You may find that you have new ideas and items that could further improve your work, and you should revise earlier sections (apply iterative writing).

Playbook Entry 2: Core Skills, Competencies, and Capabilities

For your second entry into your playbook, you will apply lessons learned from your Trader Joe’s case analysis and discussion about internal resource assessment, appropriate and relevant readings you identify from the “Walden MBA Capstone Bibliography,” and other appropriate frameworks and analytic tools into your playbook entry. The critical question in this section’s analysis is: Which capabilities must be in place (for my capstone organization to win)?

To prepare for this entry:

• Review the “Trader Joe’s” document, and the analysis you prepared for this case in your SF005 Assessment.
• Identify and review relevant readings from the “Walden MBA Capstone Bibliography,” as well as from other relevant readings that you identify.
• Locate and maintain access to publicly available information about your organization.

Write Playbook Entry 2

Write a polished and synthesized analysis of the company’s resources and include it as Entry 2 in your strategy playbook. Be sure to address the following:

1. What did you learn from the Trader Joe’s case analysis and from other relevant resources?
2. What context differences are important between the case example and your organization? What assumptions do you need to make in order to use the concepts appropriately?
3. Given your chosen organization, what concepts, tools, and readings from the “Walden MBA Capstone Bibliography” and other self-selected resources are most relevant to helping guide how you might recommend improving the company? Why and how are they relevant?
4. Based on the case analysis and other resources you have reviewed, what are some specific organizational actions, metrics, and general recommendations that you would add to, or make for your strategy playbook?
5. Title this section: Internal Resource Analysis for [Insert Organization Name].

Entry 2 should be approximately 700 words, single spaced, excluding a title page and references.

Note: As a best practice, you should plan to review and revise your playbook throughout this Assessment, as you continue to build your components. You may find that you have new ideas and items that could further improve your work, and you should revise earlier sections (apply iterative writing).

Playbook Entry 3: Stakeholder and General Force Analysis

For your third entry into your playbook, you will apply lessons learned from your Tesla Motors analysis and discussion about stakeholder assessment and its relationship to P.E.S.T. analysis; appropriate and relevant readings you identify from the “Walden MBA Capstone Bibliography;” and other appropriate frameworks and analytic tools into your playbook entry. The critical question in this section’s analysis is: Where will you play? (Who will you serve, and who will either help or compete against you?)

To Prepare for this Entry:

• Review the “Tesla Motors” document and your analysis of that case in the SF005 Assessment.
• Identify and review relevant readings from the “Walden MBA Capstone Bibliography,” as well as other relevant readings that you identify.
• Locate and maintain access to publicly available information about your organization.

Write Playbook Entry 3

Write a polished and synthesized analysis of the stakeholders and general force, related to your selected company, and include it as Entry 3 in your strategy playbook. Be sure to address the following:

1. What did you learn from your Tesla Motors case analyses that you can apply to your strategy playbook for your chosen organization?
2. What context differences are important between the case example and your organization? What assumptions do you need to make in order to use the concepts appropriately?
3. Given your chosen organization, what concepts, tools, and readings from the “Walden MBA Capstone Bibliography” and from other self-selected resources are most relevant to helping guide how you might recommend improving the company? Why and how are they relevant?
4. Based on the case analysis and other resources that you have reviewed, what are some specific organizational actions, metrics, and general recommendations that you would add to or make for your strategy playbook?
5. Title this section “Stakeholder Analyses for [Insert Organization Name].”

Entry 3 should be approximately 700 words, single spaced, excluding a title page and references.

Note: As a best practice you should plan to review and revise your playbook throughout this Assessment, as you continue to build your components. You may find that you have new ideas and items that could further improve your work, and you should revise earlier sections (apply iterative writing).

Strategy Playbook Entry 4: Five-Forces and Blue Ocean Strategy Analysis

For your fourth entry into your playbook, you will apply lessons learned from your Apple, Inc. case analysis (about competitive force assessment), appropriate and relevant readings you identify from the “Walden MBA Capstone Bibliography,” and other appropriate frameworks and analytic tools into your Playbook entry. The critical question in this section’s analysis is: How will you win? (How will you create unique value?).

To prepare for this entry:

• Review the “Apple, Inc.” document and any notes you prepared for your analysis of that case in your SF005 Assessment.
• Identify and review relevant readings from the “Walden MBA Capstone Bibliography,” as well as from other relevant readings that you identify.
• Locate and maintain access to publicly available information about your organization.

Write Playbook Entry 4

Write a polished and synthesized analysis of your selected company based on the Five-Forces and Blue Ocean Strategy. Include this as Entry 4 of your Strategy Playbook. Be sure to address the following:

1. What did you learn from your Apple, Inc. (in 2013) case analysis that you can apply to your strategy playbook for your chosen organization.
2. What context differences are important between the case example and your organization; what assumptions do you need to make in order to use the concepts appropriately?
3. Given your chosen organization, what concepts, tools, and readings from the “Walden MBA Capstone Bibliography” and other relevant resources are most relevant to helping guide how you might recommend improving the company? Why and how are they relevant?
4. Based on the case analysis and other resources you have reviewed, what are some specific organizational actions, metrics, and general recommendations that you would add to or make for your strategy playbook?
5. Title this section “Competitive Force Analysis for [Insert Organization Name].”

This portion of your strategy playbook should be approximately 700 words, single spaced, excluding a title page and references.

Note: As a best practice you should plan to review and revise your playbook throughout this Assessment, as you continue to build your components. You may find that you have new ideas and items that could further improve your work, and you should revise earlier sections (apply iterative writing).

Strategy Playbook Entry 5: KSF Analysis & Potential Strategic Pathways

For your fifth entry into your playbook, you will apply lessons learned from your second key success factor (KSF) analysis of Trader Joe’s, that focused on key success factors; and you will apply lessons from appropriate and relevant readings you identify from the “Walden MBA Capstone Bibliography,” and other appropriate frameworks and analytic tools, and will add to your playbook. The critical questions in this section’s analysis are: How will you win? (How will you create unique value now and in the future?) Which capabilities must be in place (to win in the future)? What skills, competencies, and capabilities do you need now and in the future?

To prepare for this entry:

• Review again the “Trader Joe’s” document and your analysis of that case from your SF005 Assessment.
• Identify and review relevant readings from the “Walden MBA Capstone Bibliography,” as well as from other relevant readings that you identify.
• Locate and maintain access to publicly available information about your organization.

Write Playbook Entry 5

Write a polished and synthesized entry into your “Strategy Playbook for Extraordinary Results.” Be sure to address the following:

1. What did you learn from this week’s resources, and the “Trader Joe’s” (revisited) and the “U.S. Food Retailing” case analyses that you can apply to your strategy playbook for your chosen organization?
2. What context differences are important between the case example and your organization; what assumptions do you need to make in order to use the concepts appropriately?
3. Given your chosen organization, what concepts, tools, and readings from the “Walden MBA Capstone Bibliography” and self-identified resources are most relevant to helping guide how you might recommend improving the company? Why and how are they relevant?
4. Based on the case analysis, and other resources you have reviewed, what are some specific organizational actions, metrics, and general recommendations that you would add to, or make for your strategy playbook?
5. Title this section “Key Success Factor Analysis for [Insert Organization Name].”

Playbook Entry 5 should be approximately 700 words, single spaced, excluding a title page and references.

Note: As a best practice, you should plan to review and revise your playbook throughout this Assessment as you continue to build your components. You may find that you have new ideas and items that could further improve your work, and you should revise earlier sections (apply iterative writing).

Strategy Playbook Entry 6: What is the Strategy that Your Playbook is Designed to Support?

For your sixth entry into your playbook, you will apply lessons learned from you’re “The Weather Company” case analysis (about strategy evaluation), appropriate and relevant readings you identify from the “Walden MBA Capstone Bibliography,” and other appropriate frameworks and analytic tools and will add to your strategy playbook. The critical question in this section’s analysis is: Which capabilities must be in place (for my capstone organization to win)?

To prepare for this entry:

• Review “The Weather Company” document and any notes you prepared for your analysis of that case in your SF005 Assessment responses.
• Identify and review relevant readings from the “Walden MBA Capstone Bibliography.”

Write Playbook Entry 6

Write a polished and synthesized entry into your “Strategy Playbook for Extraordinary Results.” At minimum you should address:

1. What did you learn from this week’s resources, and The Weather Company case analysis that you can apply to your strategy playbook for your chosen organization?
2. What context differences are important between the case example and your organization; what assumptions do you need to make in order to use the concepts appropriately?
3. Given your chosen organization, what concepts, tools, and readings from the “Walden MBA Capstone Bibliography” and self-selected resources are most relevant to helping guide how you might recommend improving the company? How and why are these resources relevant?
4. Based on the case analysis and other resources you have reviewed, what are some specific organizational actions, metrics, and general recommendations that you would add to, or make for your strategy playbook?
5. Title this section “Strategy Evaluation Analysis for [Insert Organization Name].”

This portion of your Strategy Playbook should be approximately 700 words, single spaced, excluding a title page and references.

Note: As a best practice you should plan to review your playbook one last time.

Final Entry: Completing Your Strategy Playbook & Summary Diagram

You are now ready to finalize a polished and synthesized “Strategy Playbook for Extraordinary Results.” It represents what can be thought of as a form of “Due Diligence Analysis”—where you are trying to step into the role of either a consultant to a senior leadership team or are a member of that team—and where you are preparing a “forward-looking,” “crisp,” “impactful” analysis about where you think the company ought to be going for the next 5 years or so, and how it might get there.

Elements of the Completed Playbook

The full playbook will be composed of three elements:

• Written Executive Summary (that provides key highlights of your playbook)
• Strategy Map (or other playbook summary diagram)
• Appendix (containing the synthesized, integrated compilation of your six analysis playbook entries—with complete references and citations included for the entire work)

General Format

All sections should be single spaced. Start with a cover page, then start page numbering with the Executive Summary, continue it through the very end (appendix included). References should be included after the appendix and follow APA 6th edition format.

Note: Your playbook should have a cover page with a title for the recommended strategy that describes the strategy, like “Maru-C” (“Encircle Caterpillar”), which was a large scale strategy that Komatsu strove for in the 1980s.

Prepare your Final Draft

• Review “Capstone Strategy Playbook for Exceptional Results” for details on how to complete each element and review the Assessment Rubric for additional details. Also, review “A Playbook for Strategy: The Five Essential Questions at the Heart of Any Winning Strategy” and “Mapping, Measurement and Alignment of Strategy Using the Balanced Scorecard: The Tata Steel Case.” Then, complete all sections, edit, and review the entire paper. Finally, submit for assessment.

Rubric

1. Diagnose long-term and/or cross-functional problems and opportunities in organizational performance using appropriate concepts from strategic situation analysis.

The company identified meets the stated criteria. A logical rationale is given for the selection of the company. Diagnosis of problem(s) is framed as strategic in nature. Choice of strategic situation analysis tools and concepts is appropriate, given the situation under study. Use of strategic situation analysis tools and concepts is appropriate, given the situation under study and links that reasoning to appropriate knowledge. The analysis is complete. Assumptions of analysis are clearly stated and appropriate The analysis is very thorough and clear.

• Generate relevant implications and conclusions from strategic situation analyses.

The response contains relevant implications that relate directly to the specific logic of diagnoses analyses required. The response contains conclusions that are supported with evidence and appropriate strategic situation logic and concepts, links that reasoning to appropriate knowledge. Underlying assumptions to the analysis are clearly stated. The analysis is very thorough and clear.

• Choose feasible options based on strategic situation analyses.

The response identified relevant and appropriate strategic options that relate to the situation analysis. The response contains an argument that supports why the option(s) is feasible. The response links reasoning to appropriate knowledge and best practices. Underlying assumptions to the analysis are clearly stated. The analysis is very thorough and clear

• Develop an Executive Summary that communicates recommendations, strategies, and initiatives based on strategic situation analyses.

The recommendations, strategies, or initiatives are identified. The recommendations, strategies, or initiatives are consistent with all prior analyses. The presentation of the recommendations, strategies, or initiatives is in the active voice and is action-plan oriented. The recommendations are mostly persuasive and are somewhat explicitly supported with evidence. The recommendations, strategies, or initiatives are clearly identified. The recommendations, strategies, or initiatives are strongly consistent with all prior analyses. The recommendations, strategies, or initiatives are clearly written in a style consistent with the needs of an executive leadership audience. The recommendations are persuasive and explicitly supported with evidence.

• Develop a Strategy Map that summarizes a Strategy Playbook Analysis

The Strategy Map is complete and identifies all major initiatives in the Playbook. The Strategy Map shows the interrelationships among strategy initiatives, objectives, and metrics. The Strategy Map is very clear and the presentation logic is apparent.

• Integrate a set of analyses to support a Strategy Playbook

The response contains an integrated set of analyses to support a Strategy Playbook. The set of analyses is clear and complete. The analyses mostly connect to the Executive Summary and Strategy Map. The connections between the analysis and the corresponding Executive Summary and Strategy Map are very clear and explicit.