The above presentation is an adaptation of the content of a workshop that I gave, on November 14, 2014, to attendants of the African American Education and Academic Success Conference at the California State University of Fresno. The overall theme of my workshop was how to achieve goals especially under conditions of great uncertainty. Blue Ocean Success is the destination of extraordinarily successful projects.
For more widespread distribution of the workshop's content, I've reframed the aforementioned theme using "APEX" which is an acronym for "Adaptive Planning and Execution." Coined in 2003, APEX refers to the current planning paradigm that the United States Department of Defense is using to “create and revise military plans rapidly and systematically, as circumstances require.” APEX is a powerful paradigm for planning and execution especially in an environment that is volatile, uncertain, complex, and ambiguous (VUCA). In the military establishment, APEX is currently disrupting the Red Ocean of deliberate planning.
Although APEX is a very powerful paradigm and methodology, little is known or published about it. Moreover, APEX was designed for the US Department of Defense, which is sometimes described as the world's largest, most complex, and powerful bureaucracy. Consequently and to my knowledge, APEX is not transparently and systematically applied outside of the military establishment. Nevertheless, I believe that APEX would soon revolutionize the world of business planning as well as non-profit planning.
This presentation introduces "1-Page APEX" as a visual tool that greatly simplifies understanding and application of the original APEX methodology especially by entrepreneurs, startups, established businesses, and non-profit organizations. Using the 1-Page APEX can significantly eliminating waste while accelerating the innovation of products and services that create Blue Ocean Success. In short, 1-Page APEX would help you achieve success sooner or at worst, achieve failure sooner and far less expensively.
Now, it's your turn to explore ... Just remember that in the world of 1-Page APEX, proposed actions are hypotheses or experiments that require rapid validation while iteratively moving towards your desired goal.
Bon voyage ...
http://goo.gl/KlS8CD
3. 2.
MiA
Romney
WHOM
SHALL
WE
USE
AS
AN
EXAMPLE
OF
A
TRAVELER
TO
A
BLUE
OCEAN
OF
SUCCESS?
8.
Sarah
Palin
9.
John
Edwards
1.
John
McCain
5.
Joe
Biden
11.
Mike
Huckabee
7.
Chris
Dodd
4.
Bill
Richardson
3.
Hillary
Clinton
12.
Barack
Obama
10.
Rudy
Giuliani
6.
Ron
Paul
(Start
from
any
candidate)
THE
AUTOMAGIC
PREDICTOR:
WILL
YOU
BE
THE
ONE
WHO
FINALLY
FIGURES
OUT
HOW
THIS
GAME
WORKS?
a. Put
your
finger
on
ANY
person
as
your
first
candidate.
(You
could
also
ask
a
friend
to
follow
processes
a,
b,
and
c.)
b. Use
the
Iden>fica>on
Number
(ID)
of
the
first
candidate
and
count
clockwise,
star_ng
from
the
next
person.
At
the
end
of
your
count,
your
finger
should
be
res_ng
on
the
second
candidate.
c. The
second
candidate
picks
the
WINNING
CANDIDATE
as
follows:
use
the
ID
of
the
second
candidate
and
again
count
clockwise,
star_ng
from
the
next
person.
On
what
candidate
did
your
finger
end
up?
DON’T
try
it
again!
Copyright
Dr.
Rod
King.
2014.
rodkuhnhking@gmail.com
4. A
JOURNEY
TOWARDS
GREAT
SUCCESS
IS
LIKE
THE
STORY
OF
A
HERO
SAILING
TO
A
BLUE
OCEAN
OF
EXTRAORDINARY
OPPORTUNITY
…
BUT
EXPOSED
TO
GREAT
UNCERTAINTY
5. SO,
LIKE
ARCHETYPAL
HEROES
…
YOU
NEED
BUSINESS
MODEL
AGILITY,
A
LIFE-‐SAVING
SKILL
OF
ADAPTIVE
PLANNING
&
EXECUTION
(APEX)
Adap_ve
Planning
&
Execu_on
(APEX)
describes
the
current
planning
approach
of
the
United
States
Department
of
Defense
6. THE
METHODOLOGY
OF
ADAPTIVE
PLANNING
&
EXECUTION
(APEX)
IS
BEST
DESCRIBED
USING
THE
DOCUMENT
AND
APPROACH
OF
1-‐PAGE
APEX
7. THE
BIG
QUESTION
HOW
TO
CREATE
AND
MANAGE
A
1-‐PAGE
APEX
FOR
SAILING
TO
THE
BLUE
OCEAN
OF
SUCCESS?
8. 1-‐Page
Adap_ve
Planning
&
Execu_on
(APEX)
3
Ques_ons
That
You
Must
Answer
Where
currently
are
you?
Where
must
you
go?
How
should
you
get
there?
Present
Future
Strategy
Blue
Ocean
Success
for
Projects
Under
Great
Uncertainty
9. 1-‐Page
Adap_ve
Planning
&
Execu_on
(APEX)
Present
(“As
Is”)
Blue
Ocean
Success
for
Projects
Under
Great
Uncertainty
Where
currently
are
you?
How
should
you
get
there?
Future
(“To
Be”)
Where
must
you
go?
10. 1-‐Page
Adap_ve
Planning
&
Execu_on
(APEX)
Present
(“As
Is”)
Blue
Ocean
Success
for
Projects
Under
Great
Uncertainty
Where
currently
are
you?
Where
must
you
go?
RED
OCEAN
Future
(“To
Be”)
How
should
you
get
there?
11. 1-‐Page
Adap_ve
Planning
&
Execu_on
(APEX)
Present
(“As
Is”)
Blue
Ocean
Success
for
Projects
Under
Great
Uncertainty
Where
currently
are
you?
Where
must
you
go?
RED
OCEAN
Future
(“To
Be”)
How
should
you
get
there?
Business
Model
Resources/
Value
Factors
&
Proposi_on
q S:
Strengths
(1-‐10)
q W:
Weaknesses
(1-‐10)
q O:
Opportuni_es
(1-‐10)
q T:
Threats
(1-‐10)
q Reality/Facts
(External
&
Internal)
12. 1-‐Page
Adap_ve
Planning
&
Execu_on
(APEX)
Blue
Ocean
Success
for
Projects
Under
Great
Uncertainty
RED
OCEAN
Future
(“To
Be”)
BLUE
OCEAN
Present
(“As
Is”)
How
should
you
get
there?
Where
currently
are
you?
Where
must
you
go?
Business
Model
Resources/
Value
Factors
&
Proposi_on
q S:
Strengths
(1-‐10)
q W:
Weaknesses
(1-‐10)
q O:
Opportuni_es
(1-‐10)
q T:
Threats
(1-‐10)
q Reality/Facts
(External
&
Internal)
13. 1-‐Page
Adap_ve
Planning
&
Execu_on
(APEX)
Blue
Ocean
Success
for
Projects
Under
Great
Uncertainty
RED
OCEAN
Future
(“To
Be”)
BLUE
OCEAN
Present
(“As
Is”)
How
should
you
get
there?
Where
currently
are
you?
Where
must
you
go?
Business
Model
Resources/
Value
Factors
&
Proposi_on
q S:
Strengths
(1-‐10)
q W:
Weaknesses
(1-‐10)
q O:
Opportuni_es
(1-‐10)
q T:
Threats
(1-‐10)
q Reality/Facts
(External
&
Internal)
q Core
Purpose/Mission
q Vision
q Core
Values
q Goal:
Blue
Ocean
Success
q Objec_ves/
“Jobs-‐To-‐Get
Done”
(Physical/Intellectual/
Emo>onal/Spiritual)
14. 1-‐Page
Adap_ve
Planning
&
Execu_on
(APEX)
Blue
Ocean
Success
for
Projects
Under
Great
Uncertainty
RED
OCEAN
Future
(“To
Be”)
BLUE
OCEAN
Present
(“As
Is”)
How
should
you
get
there?
Where
currently
are
you?
Where
must
you
go?
Business
Model
Resources/
Value
Factors
&
Proposi_on
q S:
Strengths
(1-‐10)
q W:
Weaknesses
(1-‐10)
q O:
Opportuni_es
(1-‐10)
q T:
Threats
(1-‐10)
q Reality/Facts
(External
&
Internal)
q Core
Purpose/Mission
q Vision
q Core
Values
q Goal:
Blue
Ocean
Success
q Objec_ves/
“Jobs-‐To-‐Get
Done”
(Physical/Intellectual/
Emo>onal/Spiritual)
15. 1-‐Page
Adap_ve
Planning
&
Execu_on
(APEX)
Blue
Ocean
Success
for
Projects
Under
Great
Uncertainty
RED
OCEAN
Future
(“To
Be”)
BLUE
OCEAN
Present
(“As
Is”)
How
should
you
get
there?
Where
currently
are
you?
Where
must
you
go?
Business
Model
Resources/
Value
Factors
&
Proposi_on
q S:
Strengths
(1-‐10)
q W:
Weaknesses
(1-‐10)
q O:
Opportuni_es
(1-‐10)
q T:
Threats
(1-‐10)
q Reality/Facts
(External
&
Internal)
q Core
Purpose/Mission
q Vision
q Core
Values
q Goal:
Blue
Ocean
Success
q Objec_ves/
“Jobs-‐To-‐Get
Done”
(Physical/Intellectual/
Emo>onal/Spiritual)
16. 1-‐Page
Adap_ve
Planning
&
Execu_on
(APEX)
Blue
Ocean
Success
for
Projects
Under
Great
Uncertainty
RED
OCEAN
Future
(“To
Be”)
BLUE
OCEAN
Present
(“As
Is”)
How
should
you
get
there?
Where
currently
are
you?
Where
must
you
go?
Business
Model
Resources/
Value
Factors
&
Proposi_on
q S:
Strengths
(1-‐10)
q W:
Weaknesses
(1-‐10)
q O:
Opportuni_es
(1-‐10)
q T:
Threats
(1-‐10)
q Reality/Facts
(External
&
Internal)
q R.O.D.
Strategy/Tac_cs/Targets
-‐ Minimize
Weaknesses/Threats/
Pain/Risks/Disadvantages
-‐ Maximize
Strengths/Opportuni_es/
Delight/Rewards/Advantages
-‐ Rapidly
Experiment
&
Learn
(4
Heuris>cs):
• OODA:
Observe
SWOT;
Orient;
Decide;
Act
• BML:
Build-‐Measure-‐Learn
Loop
• ARONP:
Ac>on;
Risk
Minimiza>on;
Opportunity
Maximiza>on;
Networking;
Pilo>ng
• ERIC
(R.O.D.
Disrup_on):
Eliminate;
Reduce;
Increase;
Create
q Core
Purpose/Mission
q Vision
q Core
Values
q Goal:
Blue
Ocean
Success
q Objec_ves/
“Jobs-‐To-‐Get
Done”
(Physical/Intellectual/
Emo>onal/Spiritual)
17. 1-‐Page
Adap_ve
Planning
&
Execu_on
(APEX)
Blue
Ocean
Success
for
Projects
Under
Great
Uncertainty
RED
OCEAN
Future
(“To
Be”)
BLUE
OCEAN
Present
(“As
Is”)
Where
currently
are
you?
How
must
yo
get
there?
Where
must
you
go?
How
should
you
get
there?
Business
Model
Resources/
Value
Factors
&
Proposi_on
q S:
Strengths
(1-‐10)
q W:
Weaknesses
(1-‐10)
q O:
Opportuni_es
(1-‐10)
q T:
Threats
(1-‐10)
q R.O.D.
Strategy/Tac_cs/Targets
-‐ Minimize
Weaknesses/Threats/
Pain/Risks/Disadvantages
-‐ Maximize
Strengths/Opportuni_es/
Delight/Rewards/Advantages
-‐ Rapidly
Experiment
&
Learn
(4
Heuris>cs):
• OODA:
Observe
SWOT;
Orient;
Decide;
Act
• BML:
Build-‐Measure-‐Learn
Loop
• ARONP:
Ac>on;
Risk
Minimiza>on;
Opportunity
Maximiza>on;
Networking;
Pilo>ng
• ERIC
(R.O.D.
Disrup_on):
Eliminate;
Reduce;
Increase;
Create
q Reality/Facts
(External
&
Internal)
q Core
Purpose/Mission
q Vision
q Core
Values
q Goal:
Blue
Ocean
Success
q Objec_ves/
“Jobs-‐To-‐Get
Done”
(Physical/Intellectual/
Emo>onal/Spiritual)
18. 1-‐Page
Adap_ve
Planning
&
Execu_on
(APEX)
Blue
Ocean
Success
for
Projects
Under
Great
Uncertainty
RED
OCEAN
Future
(“To
Be”)
BLUE
OCEAN
Present
(“As
Is”)
How
should
you
get
there?
Where
currently
are
you?
Where
must
you
go?
Business
Model
Resources/
Value
Factors
&
Proposi_on
q S:
Strengths
(1-‐10)
q W:
Weaknesses
(1-‐10)
q O:
Opportuni_es
(1-‐10)
q T:
Threats
(1-‐10)
q R.O.D.
Strategy/Tac_cs/Targets
-‐ Minimize
Weaknesses/Threats/
Pain/Risks/Disadvantages
-‐ Maximize
Strengths/Opportuni_es/
Delight/Rewards/Advantages
-‐ Rapidly
Experiment
&
Learn
(4
Heuris>cs):
• OODA:
Observe
SWOT;
Orient;
Decide;
Act
• BML:
Build-‐Measure-‐Learn
Loop
• ARONP:
Ac>on;
Risk
Minimiza>on;
Opportunity
Maximiza>on;
Networking;
Pilo>ng
• ERIC
(R.O.D.
Disrup_on):
Eliminate;
Reduce;
Increase;
Create
q Reality/Facts
(External
&
Internal)
q Core
Purpose/Mission
q Vision
q Core
Values
q Goal:
Blue
Ocean
Success
q Objec_ves/
“Jobs-‐To-‐Get
Done”
(Physical/Intellectual/
Emo>onal/Spiritual)
19. 1-‐Page
Adap_ve
Planning
&
Execu_on
(APEX)
4
Roles
You
Must
Constantly
Play
to
Shape
the
Present
to
Obtain
Your
Desired
Future
RED
OCEAN
Future
(“To
Be”)
BLUE
OCEAN
Present
(“As
Is”)
How
should
you
get
there?
D:
Decider
Where
currently
are
you?
Where
must
you
go?
q Core
Purpose/Mission
q Vision
q Core
Values
q Goal:
Blue
Ocean
Success
q Objec_ves/
“Jobs-‐To-‐Get
Done”
(Physical/Intellectual/
Emo>onal/Spiritual)
Business
Model
Resources/
Value
Factors
&
Proposi>on
q S:
Strengths
(1-‐10)
q W:
Weaknesses
(1-‐10)
q O:
Opportuni_es
(1-‐10)
q T:
Threats
(1-‐10)
q APEX
Strategy/Tac_cs/Targets
-‐ Minimize
Weaknesses/Threats/
Pain/Risks/Disadvantages
-‐ Maximize
Strengths/Opportuni_es/
Delight/Rewards/Advantages
-‐ Rapidly
Experiment
&
Learn
(4
Heuris>cs):
• OODA:
Observe
SWOT;
Orient;
Decide;
Act
• BML:
Build-‐Measure-‐Learn
Loop
• ARONP:
Ac>on;
Risk
Minimiza>on;
Opportunity
Maximiza>on;
Networking;
Pilo>ng
• ERIC
(R.O.D.
Disrup_on):
Eliminate;
Reduce;
Increase;
Create
q Reality/Facts
(External
&
Internal)
E:
Executor
O:
Observer
O:
Orienter
APEX
Team
(Simplified
OODE
Loop)
21. 1-‐Page
Adap_ve
Planning
&
Execu_on
(APEX)
Blue
Ocean
Success
for
Projects
Under
Great
Uncertainty
RED
OCEAN
Future
(“To
Be”)
BLUE
OCEAN
Present
(“As
Is”)
How
should
you
get
there?
Where
currently
are
you?
Where
must
you
go?
q Core
Purpose/Mission
q Vision
q Core
Values
q Goal:
Successful
Life
q Objec_ves/“Jobs”
(Physical/Intellectual/
Emo>onal/Spiritual)
Business
Model
Resources/
Value
Factors
&
Proposi_on
q S:
Strengths
(1-‐10)
q W:
Weaknesses
(1-‐10)
q O:
Opportuni_es
(1-‐10)
q T:
Threats
(1-‐10)
q R.O.D.
Strategy/Tac_cs/Targets
-‐ Minimize
Weaknesses/Threats/
Pain/Risks/Disadvantages
-‐ Maximize
Strengths/Opportuni_es/
Delight/Rewards/Advantages
-‐ Rapidly
Experiment
&
Learn
(4
Heuris>cs):
• OODA:
Observe
SWOT;
Orient;
Decide;
Act
• BML:
Build-‐Measure-‐Learn
Loop
• ARONP:
Ac>on;
Risk
Minimiza>on;
Opportunity
Maximiza>on;
Networking;
Pilo>ng
• ERIC
(R.O.D.
Disrup_on):
Eliminate;
Reduce;
Increase;
Create
q Reality/Facts
(External
&
Internal)
22. SAILING
TO
A
BLUE
OCEAN
OF
SUCCESS
IS
REALLY
A
STORY
ABOUT
HOPE,
AUDACITY,
AND
POSITIVE
TRANSFORMATION
23. SAILING
TO
A
BLUE
OCEAN
OF
SUCCESS
FIRST
REQUIRES
HAVING
AN
ADAPTIVE
PLANNING
&
EXECUTION
(APEX)
TEAM
24. Adap_ve
Planning
&
Execu_on
(APEX)
Team
Fractal
OODE
Loop
for
EffecDvely
Understanding,
Influencing,
and
Improving
the
AcDons
of
Stakeholders
Decider
2
Executor
Decider
1
Observer
Orienter
#1APEX.
Dr.
Rod
King.
rodkuhnhking@gmail.com
&
hAp://businessmodels.ning.com
&
hAp://twiAer.com/RodKuhnKing
25. Adap_ve
Planning
&
Execu_on
(APEX)
Team
Fractal
OODE
Loop
for
EffecDvely
Understanding,
Influencing,
and
Improving
the
AcDons
of
Stakeholders
Decider
2
*
Plan/Prepare
*
Ideate/Confirm
Executor
*
Build
(Prototype)
*
Experiment/Act
Observer
*
Sense/Measure
*
Analyze/Monitor
Decider
1
*
Strategize/Model
*
Explore/Locate
Orienter
*
Learn/Define
*
Empathize/POV
#1APEX.
Dr.
Rod
King.
rodkuhnhking@gmail.com
&
hAp://businessmodels.ning.com
&
hAp://twiAer.com/RodKuhnKing
26. Adap_ve
Planning
&
Execu_on
(APEX)
Team
Fractal
OODE
Loop
for
EffecDvely
Understanding,
Influencing,
and
Improving
the
AcDons
of
Stakeholders
Decider
2
*
Plan/Prepare
*
Ideate/Confirm
Executor
*
Build
(Prototype)
*
Experiment/Act
Observer
*
Sense/Measure
*
Analyze/Monitor
Decider
1
*
Strategize/Model
*
Explore/Locate
Orienter
*
Learn/Define
*
Empathize/POV
JOB
TO
GET
DONE
(Task)
#1APEX.
Dr.
Rod
King.
rodkuhnhking@gmail.com
&
hAp://businessmodels.ning.com
&
hAp://twiAer.com/RodKuhnKing
27. Adap_ve
Planning
&
Execu_on
(APEX)
Team
Fractal
OODE
Loop
for
EffecDvely
Understanding,
Influencing,
and
Improving
the
AcDons
of
Stakeholders
Decider
2
*
Plan/Prepare
*
Ideate/Confirm
Executor
*
Build
(Prototype)
*
Experiment/Act
Observer
*
Sense/Measure
*
Analyze/Monitor
Decider
1
*
Strategize/Model
*
Explore/Locate
Orienter
*
Learn/Define
*
Empathize/POV
JOB
TO
GET
DONE
(Task)
#1APEX.
Dr.
Rod
King.
rodkuhnhking@gmail.com
&
hAp://businessmodels.ning.com
&
hAp://twiAer.com/RodKuhnKing
28. Adap_ve
Planning
&
Execu_on
(APEX)
Team
Fractal
OODE
Loop
for
EffecDvely
Understanding,
Influencing,
and
Improving
the
AcDons
of
Stakeholders
Decider
2
*
Plan/Prepare
*
Ideate/Confirm
Executor
*
Build
(Prototype)
*
Experiment/Act
Observer
*
Sense/Measure
*
Analyze/Monitor
Decider
1
*
Strategize/Model
*
Explore/Locate
Orienter
*
Learn/Define
*
Empathize/POV
JOB
TO
GET
DONE
(Task)
EXTERNAL
REALITY
q Actor(s)
q Tool(s)
q Bus.
Model
q Ecosystem
#1APEX.
Dr.
Rod
King.
rodkuhnhking@gmail.com
&
hAp://businessmodels.ning.com
&
hAp://twiAer.com/RodKuhnKing
29. Adap_ve
Planning
&
Execu_on
(APEX)
Team
Fractal
OODE
Loop
for
EffecDvely
Understanding,
Influencing,
and
Improving
the
AcDons
of
Stakeholders
Decider
2
*
Plan/Prepare
*
Ideate/Confirm
Executor
*
Build
(Prototype)
*
Experiment/Act
Observer
*
Sense/Measure
*
Analyze/Monitor
Decider
1
*
Strategize/Model
*
Explore/Locate
Orienter
*
Learn/Define
*
Empathize/POV
JOB
TO
GET
DONE
(Task)
EXTERNAL
REALITY
q Actor(s)
q Tool(s)
q Bus.
Model
q Ecosystem
#1APEX.
Dr.
Rod
King.
rodkuhnhking@gmail.com
&
hAp://businessmodels.ning.com
&
hAp://twiAer.com/RodKuhnKing
30. Adap_ve
Planning
&
Execu_on
(APEX)
Team
Fractal
OODE
Loop
for
EffecDvely
Understanding,
Influencing,
and
Improving
the
AcDons
of
Stakeholders
Decider
2
*
Plan/Prepare
*
Ideate/Confirm
Executor
*
Build
(Prototype)
*
Experiment/Act
Observer
*
Sense/Measure
*
Analyze/Monitor
Decider
1
*
Strategize/Model
*
Explore/Locate
Orienter
*
Learn/Define
*
Empathize/POV
SET
DESIGNER
ANTHROPOLOGIST
DIRECTOR
COLLABORATOR
STORYTELLER
EXPERIENCE
ARCHITECT
CAREGIVER
HURDLER
CROSS-‐POLLINATOR
EXPERIMENTER
JOB
TO
GET
DONE
(Task)
EXTERNAL
REALITY
q Actor(s)
q Tool(s)
q Bus.
Model
q Ecosystem
#1APEX.
Dr.
Rod
King.
rodkuhnhking@gmail.com
&
hAp://businessmodels.ning.com
&
hAp://twiAer.com/RodKuhnKing
31. Adap_ve
Planning
&
Execu_on
(APEX)
Team
Fractal
OODE
Loop
for
EffecDvely
Understanding,
Influencing,
and
Improving
the
AcDons
of
Stakeholders
Decider
2
*
Plan/Prepare
*
Ideate/Confirm
Hypotheses/
(SpecificaTons)
Executor
*
Build
(Prototype)
*
Experiment/Act
Ideas/
Features/
Product/
Service/
Business
Model
Observer
*
Sense/Measure
*
Analyze/Monitor
Decider
1
*
Strategize/Model
*
Explore/Locate
Strategy
(SaTsficer/
OpTmizer
Idealizer)
Vision/
Gap/
Scope/
Decisions
Orienter
*
Learn/Define
*
Empathize/POV
SET
DESIGNER
DIRECTOR
COLLABORATOR
STORYTELLER
EXPERIENCE
ARCHITECT
CAREGIVER
HURDLER
CROSS-‐POLLINATOR
EXPERIMENTER
JOB
TO
GET
DONE
(Task)
Stories/
Data/
Trade-‐off
(SWOT)
ANTHROPOLOGIST
EXTERNAL
REALITY
q Actor(s)
q Tool(s)
q Bus.
Model
q Ecosystem
#1APEX.
Dr.
Rod
King.
rodkuhnhking@gmail.com
&
hAp://businessmodels.ning.com
&
hAp://twiAer.com/RodKuhnKing
32. Adap_ve
Planning
&
Execu_on
(APEX)
Team
Fractal
OODE
Loop
for
EffecDvely
Understanding,
Influencing,
and
Improving
the
AcDons
of
Stakeholders
Decider
2
*
Plan/Prepare
*
Ideate/Confirm
Hypotheses/
(SpecificaTons)
Executor
*
Build
(Prototype)
*
Experiment/Act
Ideas/
Features/
Product/
Service/
Business
Model
Who?
What?
How?
Observer
*
Sense/Measure
*
Analyze/Monitor
Decider
1
*
Strategize/Model
*
Explore/Locate
Strategy
(SaTsficer/
OpTmizer
Idealizer)
Vision/
Gap/
Scope/
Decisions
Where?
Why?
Orienter
*
Learn/Define
*
Empathize/POV
SET
DESIGNER
DIRECTOR
COLLABORATOR
STORYTELLER
EXPERIENCE
ARCHITECT
CAREGIVER
HURDLER
CROSS-‐POLLINATOR
EXPERIMENTER
When?
JOB
TO
GET
DONE
(Task)
Stories/
Data/
Trade-‐off
(SWOT)
ANTHROPOLOGIST
EXTERNAL
REALITY
q Actor(s)
q Tool(s)
q Bus.
Model
q Ecosystem
#1APEX.
Dr.
Rod
King.
rodkuhnhking@gmail.com
&
hAp://businessmodels.ning.com
&
hAp://twiAer.com/RodKuhnKing
33. Job-‐To-‐Get-‐Done
(JTGD)
Chain
Simply
Observe
and
Collect
User
Stories
About
……………………………………………………………………………..
*
Who
uses
the
product?
*
Did
you
buy/obtain
product
for
yourself
or
someone
else?
*
What
is
the
rela>onship?
*
How
many
people
in
your
organiza>on
use
the
product?
*
With
whom
do
you
(internally/externally)
collaborate?
*
What
is
your
role
in
organiza>on?
*
What
are
jobs-‐to-‐get-‐done
in
daily
rou>ne?
*
What
products
are
used?
*
What
problems
do
the
products
solve?
*
What
struggles
did
you
have
before/during/ager
obtaining
products?
*
How
did
you
first
hear
about
the
product?
*
How
long
did
you
search
before
you
bought
or
obtain
product?
*
How
did
you
feel
ager
buying
or
obtaining
the
product?
*
How
much
does
it
cost
to
obtain
product?
*
Why
did
you
go
looking/shopping
for
the
product?
*
Why
did
you
choose
or
buy
the
product:
value
factors?
*
Would
you
recommend
the
product
to
another
customer?
[On
a
scale
from
0
(low)
to
10
(high)?]
Why?
*
Where
is
the
product
offered/sold/used?
*
Where
did
you
obtain
or
buy
the
product:
online/offline/TV?
*
If
you
could
wave
a
magic
wand
and
let
a
problem
disappear,
where
would
that
problem
be?
*
When
did
you
start
using
the
product?
*
When
do
you
most
enjoy
using
the
product:
How
do
you
feel?
*
When
do
problems
with
the
current
product
occur?
*
When
do
you
start
looking
for
another
product
or
subs>tute?
#1APEX.
Dr.
Rod
King.
rodkuhnhking@gmail.com
&
hAp://businessmodels.ning.com
&
hAp://twiAer.com/RodKuhnKing
Who?
What?
How?
Why?
Where?
When?
34. Adap_ve
Planning
&
Execu_on
(APEX)
Team
The
5
Super-‐Personas,
Levels,
and
Tools
for
Rapidly
Managing
the
OODE
Loop
S
Y
S
T
E
M
(Organism)
APEX
Team
(OODE
Tasks/“Jobs”)
Knowledge
Tools
(Cockpit)
Observer
q Observe/No>ce
q Sense/Measure
q Monitor
Orienter
q Learn/Define
q Empathize/POV
q Analyze/Envision
Decider
1
q Strategize
q Explore
q Locate
Decider
2
q Plan
q Prepare
q Ideate
Executor
q Build/Do/Test
q Experiment
q Act/Respond
JOB-‐TO-‐GET-‐DONE
(JTGD)
BEHAVIOR/TOOL(S)
PAST
(Before)
PRESENT
(During)
FUTURE
(Ager)
ARCHETYPES
(InnovaTon
Personas/
APEX
Leadership)
INPUT
PROCESSING
(Blackbox)
OUTPUT
35. Project
Management
Big
Hairy
Audacious
Goal
(BHAG):
………………………………………………………………..………………….………………………….
Customer
Segments
#PMYacht.
Dr.
Rod
King.
rodkuhnhking@gmail.com
&
hAp://businessmodels.ning.com
&
hAp://twiAer.com/RodKuhnKing
RED
OCEAN
BLUE
OCEAN
COST
(Pain)
BENEFIT
(Delight;
Revenue)
VALUE
(Un/Happiness;
PROFIT)
Processes/
Ac_vi_es
Internal
Resources
Inputs/
Partners
Channels
&
Rela_on-‐
ships
Product/
Service
Present
(Done):
Reality/Problem
Future
(To
Do):
Scenario/SoluTon
IMPACTS
-‐
+
q Team:
Adapt-‐
ive
Planning
&
ExecuDon
(APEx)
Team
q Core
Competencies
q Core
Values
(Habits/Tasks)
Business
Model
Agility
ENVIRON-‐
MENT
36. We
are
Sailors
on
an
Ocean
of
Change
We
are
sailors
on
an
ocean
of
change
and
the
organiza_ons
we
are
part
of
are
the
ships
we
sail.
We
cannot
sail
against
the
prevailing
winds,
but
we
can
learn
to
work
with
the
wind
and
the
waves
and
harness
their
energy
to
arrive
at
the
des_na_ons
we
aspire
to
reach.
It
is
in
this
process
of
learning
that
some
of
our
greatest
opportuni_es
lie.
Michael
Hugos,
Business
Agility
37. ARE
YOU
READY
TO
SAIL
TO
YOUR
BLUE
OCEAN
OF
SUCCESS?