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Agile Strategy & Risk Management Systems

Agile Strategy Assessment
Methodology
The Blue print for a Winning Enterprise

Ruling the world by brilliant people with a bold vision, high energy and
strong determination for action to change humanity bringing innovative
ideas to life through well orchestrated Strategies
Patrick Gitau –MBA, CFE, CIA, CRISC, GRCP
You must be the change you wish to see in the world-Mahatma Gandhi
Agile Strategy & Risk Management Systems

Overview -The insight of Strategy

You must be the change you wish to see in the world-Mahatma Gandhi
Agile Strategy & Risk Management Systems

Overview -Today's Strategizing Context
Fast growing Organization address all strategy impacting consideration without over investing

Globalization

Geo-Politics
Shifts

Talent

Change in
regulation/

Techno Shifts

Risk

Business
Model s

Lifestyles

Lifestyles

Innovation

You must be the change you wish to see in the world-Mahatma Gandhi

5
Agile Strategy & Risk Management Systems

Overview-Strategy Definition
Strategy Formulation => Stage of strategic management
that involves planning and decision making that lead to
the establishment of the organization’s goals (Mission &
Vision) and of a specific strategic plan.
Strategy Implementation => stage of strategic
management that involves the use of managerial and
organizational tools to direct resources toward
achieving strategic outcomes (Achieving Goals and
objectives).

7

You must be the change you wish to see in the world-Mahatma Gandhi
Agile Strategy & Risk Management Systems

Overview -Strategic Planning Model
Where we are

Where we
want to be

What do we
want to achieve

How we
will do it

How are
we doing

Environmental Scan

Situation – Past,
Present and
Future

Mission & Vision

Performance
Measurement

Performance
Management

Background
Information

Significant Issues

Values / Guiding
Principles

Targets /
Standards of
Performance

Review
Progress –
Balanced
Scorecard

Situational Analysis

Align / Fit with
Capabilities

Specific Objectives

Initiatives and
Projects

Take Corrective
Actions

SWOT – Strength’s,
Weaknesses,
Opportunities,
Threats

Gaps

Major Goals

Action Plans

Feedback
upstream –
revise plans

The Business Model Canvas=>Infrastructure >Offering ->Customers> Finances
You must be the change you wish to see in the world-Mahatma Gandhi

9
Agile Strategy & Risk Management Systems

Overview-Strategy Resourcing Paradigm
Focused plan and actions in attainment of competitive
advantage and defined organization goals-

Core Competence
1

Synergies
1

Value Creation
3

You must be the change you wish to see in the world-Mahatma Gandhi

7-11
Agile Strategy & Risk Management Systems

Underpinning Strategic Making Process

Rewarding

Extending

Timeframe

Realistic

Acceptable

Measurable

Specific

SMARTER Goals and Objectives

You must be the change you wish to see in the world-Mahatma Gandhi

13
Agile Strategy & Risk Management Systems

Strategy Assessment Framework
The perspective as to how a business is organised to manage and execute strategic to
deliver its Vision and Strategy through is characterised by “ways of working” visible
through Structures, interactions and the supporting infrastructure. These ways of
working are underpinned Risk Management regimes. The framework provides the
roadmap to achieving a winning enterprise .

V& S Framework Overview

Operating Framework
Corporate vision & strategy

Vision & strategy

Target Operating Model (TOM)
Operating Vision & Strategy
Operating Structures
Management
Model

Asset Model

Process
Delivery Model

Interaction
Funding / Commercial / Transactions

Organisation
Design &
Performance
Managemen
t

Capability
&
Behaviours

Property,
Facilities
and
Locations

Tax &
Legal
Structure

Information
&
Technology
Architectur
e

Process
Architectur
e

Risk Management Regimes

You must be the change you wish to see in the world-Mahatma Gandhi

15
Agile Strategy & Risk Management Systems

The Strategy process Model
Scan External
Environment –
National,
Global
Evaluate
Current
Mission, Goals,
Strategies
Scan Internal
Environment – Core
Competence,
Synergy, Value
Creation

17

Identify Strategic
Factors –
Opportunities,
Threats

SWOT

Define new
Mission
Goals, Grand
Strategy
Identify Strategic
Factors –
Strengths,
Weaknesses

Formulate
Strategy –
entity ,
Functional

Implement
Strategy via
Changes in:
Leadership
culture,
Structure, HR,
Information &
control
systems

You must be the change you wish to see in the world-Mahatma Gandhi
Agile Strategy & Risk Management Systems

The Strategic Management Cycle
Strategy to
Execution

Manage & track / Market Expectations
Evaluate
Options
Set Strategic
Goals

Strategic
Planning

Opportunity
To Action

Scenario
Modelling

Publish
Strategy
Forecasting

Resource
Allocation

Operational
Management
Target setting
(Compensation/
Incentives)

What If Analysis

(Record to report)
Variance Analysis
Performance
Monitoring
19

You must be the change you wish to see in the world-Mahatma Gandhi
Agile Strategy & Risk Management Systems

The Strategic Management Cycle
Strategy to
Execution

Manage & track / Market Expectations
Evaluate
Options
Set Strategic
Goals

Strategic
Planning

Opportunity
To Action

Scenario
Modelling

Publish
Strategy
Forecasting

Resource
Allocation

Target Operational
Management What If Analysis
Target setting
(Compensation/
Incentives)

(Record to report)
Variance Analysis
Performance
Monitoring
Page 21

You must be the change you wish to see in the world-Mahatma Gandhi
Agile Strategy & Risk Management Systems

Best of luck in designing you Agile Strategy

Thank you
Patrick Gitau –MBA-Finance, CIA, CFE, CRISC, GRCP
Agilent Strategy & Risk Management Services
T: +254-(0)707-387330/+254(0)734917783
E:Pgitau55@gmail.com/Pgitau55@hotmail.com
S: Patrick.gitau1

Change in all things is sweet-Aristotle

You must be the change you wish to see in the world-Mahatma Gandhi

23

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Agile Strategy Methodology

  • 1. Agile Strategy & Risk Management Systems Agile Strategy Assessment Methodology The Blue print for a Winning Enterprise Ruling the world by brilliant people with a bold vision, high energy and strong determination for action to change humanity bringing innovative ideas to life through well orchestrated Strategies Patrick Gitau –MBA, CFE, CIA, CRISC, GRCP You must be the change you wish to see in the world-Mahatma Gandhi
  • 2. Agile Strategy & Risk Management Systems Overview -The insight of Strategy You must be the change you wish to see in the world-Mahatma Gandhi
  • 3. Agile Strategy & Risk Management Systems Overview -Today's Strategizing Context Fast growing Organization address all strategy impacting consideration without over investing Globalization Geo-Politics Shifts Talent Change in regulation/ Techno Shifts Risk Business Model s Lifestyles Lifestyles Innovation You must be the change you wish to see in the world-Mahatma Gandhi 5
  • 4. Agile Strategy & Risk Management Systems Overview-Strategy Definition Strategy Formulation => Stage of strategic management that involves planning and decision making that lead to the establishment of the organization’s goals (Mission & Vision) and of a specific strategic plan. Strategy Implementation => stage of strategic management that involves the use of managerial and organizational tools to direct resources toward achieving strategic outcomes (Achieving Goals and objectives). 7 You must be the change you wish to see in the world-Mahatma Gandhi
  • 5. Agile Strategy & Risk Management Systems Overview -Strategic Planning Model Where we are Where we want to be What do we want to achieve How we will do it How are we doing Environmental Scan Situation – Past, Present and Future Mission & Vision Performance Measurement Performance Management Background Information Significant Issues Values / Guiding Principles Targets / Standards of Performance Review Progress – Balanced Scorecard Situational Analysis Align / Fit with Capabilities Specific Objectives Initiatives and Projects Take Corrective Actions SWOT – Strength’s, Weaknesses, Opportunities, Threats Gaps Major Goals Action Plans Feedback upstream – revise plans The Business Model Canvas=>Infrastructure >Offering ->Customers> Finances You must be the change you wish to see in the world-Mahatma Gandhi 9
  • 6. Agile Strategy & Risk Management Systems Overview-Strategy Resourcing Paradigm Focused plan and actions in attainment of competitive advantage and defined organization goals- Core Competence 1 Synergies 1 Value Creation 3 You must be the change you wish to see in the world-Mahatma Gandhi 7-11
  • 7. Agile Strategy & Risk Management Systems Underpinning Strategic Making Process Rewarding Extending Timeframe Realistic Acceptable Measurable Specific SMARTER Goals and Objectives You must be the change you wish to see in the world-Mahatma Gandhi 13
  • 8. Agile Strategy & Risk Management Systems Strategy Assessment Framework The perspective as to how a business is organised to manage and execute strategic to deliver its Vision and Strategy through is characterised by “ways of working” visible through Structures, interactions and the supporting infrastructure. These ways of working are underpinned Risk Management regimes. The framework provides the roadmap to achieving a winning enterprise . V& S Framework Overview Operating Framework Corporate vision & strategy Vision & strategy Target Operating Model (TOM) Operating Vision & Strategy Operating Structures Management Model Asset Model Process Delivery Model Interaction Funding / Commercial / Transactions Organisation Design & Performance Managemen t Capability & Behaviours Property, Facilities and Locations Tax & Legal Structure Information & Technology Architectur e Process Architectur e Risk Management Regimes You must be the change you wish to see in the world-Mahatma Gandhi 15
  • 9. Agile Strategy & Risk Management Systems The Strategy process Model Scan External Environment – National, Global Evaluate Current Mission, Goals, Strategies Scan Internal Environment – Core Competence, Synergy, Value Creation 17 Identify Strategic Factors – Opportunities, Threats SWOT Define new Mission Goals, Grand Strategy Identify Strategic Factors – Strengths, Weaknesses Formulate Strategy – entity , Functional Implement Strategy via Changes in: Leadership culture, Structure, HR, Information & control systems You must be the change you wish to see in the world-Mahatma Gandhi
  • 10. Agile Strategy & Risk Management Systems The Strategic Management Cycle Strategy to Execution Manage & track / Market Expectations Evaluate Options Set Strategic Goals Strategic Planning Opportunity To Action Scenario Modelling Publish Strategy Forecasting Resource Allocation Operational Management Target setting (Compensation/ Incentives) What If Analysis (Record to report) Variance Analysis Performance Monitoring 19 You must be the change you wish to see in the world-Mahatma Gandhi
  • 11. Agile Strategy & Risk Management Systems The Strategic Management Cycle Strategy to Execution Manage & track / Market Expectations Evaluate Options Set Strategic Goals Strategic Planning Opportunity To Action Scenario Modelling Publish Strategy Forecasting Resource Allocation Target Operational Management What If Analysis Target setting (Compensation/ Incentives) (Record to report) Variance Analysis Performance Monitoring Page 21 You must be the change you wish to see in the world-Mahatma Gandhi
  • 12. Agile Strategy & Risk Management Systems Best of luck in designing you Agile Strategy Thank you Patrick Gitau –MBA-Finance, CIA, CFE, CRISC, GRCP Agilent Strategy & Risk Management Services T: +254-(0)707-387330/+254(0)734917783 E:Pgitau55@gmail.com/Pgitau55@hotmail.com S: Patrick.gitau1 Change in all things is sweet-Aristotle You must be the change you wish to see in the world-Mahatma Gandhi 23