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:
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:
This entry should be approximately 700 words, single spaced, excluding a title page and references.
Notes:
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:
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:
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:
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:
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:
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:
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:
Write Playbook Entry 5
Write a polished and synthesized entry into your “Strategy Playbook for Extraordinary Results.” Be sure to address the following:
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:
Write Playbook Entry 6
Write a polished and synthesized entry into your “Strategy Playbook for Extraordinary Results.” At minimum you should address:
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:
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
Rubric
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.
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.
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
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.
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.
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.
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