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Frederic Moreau, President, PÖL Digital
AGILE STRATEGY MANAGEMENT
IN ATURBULENT WORLD
Agile enterprises
• Montréal •
@frederic_moreau
2
Agile enterprise enabler, bringing business performance to the next level
through #strategy #leadership #innovation workshop facilitation and coaching
SUMMARY
• Why agile strategic management?
• Introducing the Crystal Dynamic agile strategy model
• How to use Crystal Dynamic?
3
1.WHY AGILE STRATEGIC MANAGEMENT?
4
NEW MARKET ENVIRONMENT
5
• Volatile
• Uncertain
• Complexe
• Ambiguous
• Ending (business cycles)
• Individual
PERFORMING INTHETURBULENCE
THE AGILE ANSWER
6
• An Agile Enterprise is a group of people who anticipate and
dynamically adjust to the ongoing changes in the environment in
order to reach a common goal for which the meaning is shared
Vision
Collaboration Anticipation
Fast
Cost-effective
Value creation driven
Total satisfaction
Iterations
TRINITY OF ORGANIZATIONAL AGILITY
Leadership agility
Execution agility
Strategy agility
Agile
enterprise
Projects
Operations
Results
Direction
Culture
7
ISSUES WITH STRATEGIC PLANNING
8
• 96% of businesses worldwide operate without strategy
• 78% of those who have formulated a strategy workout their strategic plan once a
year, although markets move every10 days on average
• The vast majority define their strategy within small groups of people (executive
boards) and do not benefit from the collective intelligence of a broder group of
employees
• As a consequence of the above, there is little strategic alignment within most
organizations, small or large
• 250 man/days is the average cost of an annual strategic planning exercice involving
executive board members, excluding extra cost of additional people involved like
potential consultants
• Within large companies, an annual strategic planning exercice takes between1 to 2
months to be produced, with an additional 1 to 3 month decision making process.
• For all the reasons above, the exercice most often turn into a budgetary exercice
where the way to reach newly set objectives are not clearly articulated
METHODS ANDTOOLS EXISTTO PRODUCE
DESIRE OUTPUTS FASTER; E.G.
Business Model Generation
(Alex Osterwalder )
Lean Startup
(Eric Ries)
9
Balanced Scorecard
(Robert S. Kaplan)
BUTTHERE IS A GAP BETWEEN LEANTOOLS DESIGNEDTO INNOVATE
AND STRATEGIC PLANNINGTOOLS HELPING ESTABLISHED
COMPANIES DECIDE UPONTHEIR NEXT DEVELOPMENT STEPS
10
Innovation
Creation of a business value
(new company, business unit,
product, service, or process)
Strategic planning methods designed
for established businesses
market analysis, business modeling,
strategies, financial planning, etc.
INTRODUCING CRYSTAL DYNAMIC
THE AGILE WAYTO MANAGE A BUSINESS STRATEGY
11
BENEFITS OFTHE CRYSTAL DYNAMIC MODEL
12
• Align opinions, strategic directions and actions using a
collaborative approach
• Increase the quality of the final result by using the collective
intelligence
• Accelerate the production process of the strategic planning
exercice
• Reduce time spent by executive members
• Deliver a practical tool and simple method to prioritize
actions in a fast-changing and complexe market environment
CRYSTAL DYNAMIC® BUSINESS CANVAS
13
INITIAL PROCESSTO CRYSTAL DYNAMIC®
(SPRINT ZERO)
14
1 2 3
Business
Model
Market
analysis
Agile strategy
& actions
(canvas #1) (canvas #2) (canvas #3)
4
Financial
performance
(canvas #4)
Iterations to ensure canvas alignment
STEERINGYOUR STRATEGYTHE AGILE WAY
15
Enterprise
strategy
Crystal Dynamic
canvas
2 to 4 weeks
action release timing
Short Daily
meetups
Sprint zero
Results assessment
Action
backlog
Iterations
CCD#1 -THE BUSINESS MODEL
16
A profitable set of processes by which your company
creates value, delivers this value on its market, and
capture a value in return
CCD#1 - BUSINESS MODEL BLUEPRINT
17
CCD#2 - MARKET ANALYSIS
18
Business intelligence starts with the
knowledge of its market
THE « PESTO » SWOT ANALYSIS
19
Economy	&	
competition	
Think	about	your	
industry;	i.e.	overall	
revenues	generated,	
clients,	users,	
prospects,	
competitors,	and	
partners.	What	are	the	
trends	in	your	market?	
What	are	the	main	
challenges	it	is	
currently	going	
through?	What	are	its	
main	strengths?		
Find	reliable	data	
about	your	market	
(volume,	pro>ile,	
behavior,	pain,	needs,	
expectations),	and	use	
them	to	draw	up	your	
conclusions.	
Social	&	user	
experience	
How	is	your	industry	
impacted	by	social	
trends;	i.e.	the	way	the	
society	operates	and	
the	psychological	
factors	that	can	be	
associated	to	current	
behaviors?	Are	there	
any	successful	
developments	in	terms	
of	user/client	
experiences	you	could	
bene>it	from?		
Which	market	data	do	
you	have	to	measure	
these	social	trends,	
opportunities	and	
threats?
Political	&	legal	
Is	your	market	highly	
regulated?	By	whom?	
How	decisions	taken	
by	the	legal	&	justice	
authorities	may	impact	
your	industry?	
Who	are	the	
organizations	that	
in>luence	or	exert	
pressure	from	the	
authorities?	For	what	
purpose?	
Do	you	face	any	legal	
limitations	to	operate	
on	your	target	
markets?	
How	to	take	advantage	
of	this	environment?	
Technology	&	tools	
How	technologies	and	
existing	systems	
impact	your	market?	
Think	of	the	
technologies	and	IT	
solutions	needed	to	
build	and	maintain	IT	
infrastructures,	the	
administrator	side	of	
softwares	(back-end)	
and	the	user	side	of	it	
(front-end).	Is	this	
current	environment	
meeting	the	demand	of	
the	market?	What	can	
be	considered	as	the	
major	advantage	and	
disadvantage	of	the	
technological	
environment	in	your	
industry?
Your	organization	
Is	your	company	
structured	and	
organized	effectively	to	
meet	the	demand	of	
your	market	and	
maintain	its	
competitive	
advantage?	What	are	
the	strengths	of	your	
organization	in	this	
context,	and	which	
ones	require	
improvement	or	
change?
CCD#2 - MARKET ANALYSIS
20
CCD#3 -THE STRATEGY
21
A strategy is a set of movements (actions) that a company
decides to make expecting the benefit to outweigh the resources
committed to implement these actions.
It is the direction you take with your business.
THE AGILE STRATEGY
22
The ability to change directions quickly all together within
the organization to seize the right opportunity
•It focuses on the most important actions to achieve right now in each
of the 10 core areas of business strategy
•When an action is completed, evaluate results and decide the next
action to implement while taking into account potential changes in the
market environment
•Iterate the process permanently
THE CRYSTAL DYNAMIC MODEL SUGGESTSTHERE ARE ONLY
3 POSSIBLE STRATEGIES,ANDTHEY ADD UP
Dominate
Adapt
Innovate
23
To do well what
we are supposed
to do to (and do it
as brilliantly as
possible)
To change what needs
to be changed in
order to remain align
with internal or
external changes and
needs
To create a solution to
solve o problem or
obtain a gain, seize a new
market opportunity
CCD#3 - AGILE STRATEGY
24
CCD#4 - FINANCIAL PERFORMANCE
25
OPEXCAPEX Profits
12
3
Revenues
ActivitiesConsumers
PERFORMANCE INDICATORS IN AVISUAL DIAGRAM
FOR EASIER READING AND ADJUSTMENT
26
CCD#4 • FINANCIAL PERFORMANCE
2727
EVALUATE RESPONSES FROM 0-3TO ALIGN MORE
EASILY OPINIONS ANDVISIONS
28
3 = I AM / WE ARE FULLY SATISFIED WITH MY/OUR OUTPUTS
2 = I AM / WE ARE SATISFIED WITH MY/OUR OUTPUTS
1 = I AM / WE ARE A BIT DISSATISFIED WITH MY/OUR OUTPUTS
0 = I AM / WE ARE VERY DISSATISFIED WITH MY/OUR OUTPUTS
3. HOWTO USE CRYSTAL DYNAMIC?
29
DO-IT-YOURSELF 
30
Editable canvas can be used and dowloaded for free on Google Drive
• English version here http://bit.ly/1Snebr0
ONLINE ADVISORY SESSION
31
Online forms Profiles
Alignment
Populate
online canvas
Stratégie agile
Canevas Cristal Dynamique #3
Conçu pour : Auteur : Date :
Itération #
Texte
Texte
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Les gabarits du modèle Cristal Dynamique sont sous licence Creative Commons Attribution-ShareAlike BY PÖL Digital, www.poldigital.com - Attribution CC-BY 4.0 International
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Actions
stratégiques
Dates de
livraison
Résultats
attendus
Stratégie de
domination
Stratégie
d’adaptation
Stratégie
d’innovation
Votre
marché Texte Texte Texte
Produits
& Services
Ventes &
monétisation
Prix
& conditions
Technologie
& systèmes
Production
& fabrication
Distribution
& logistique
Communication
& promotion
Equipe &
organisation
Finances &
comptabilité
Choix rationnel
Choix intuitive
Placez les pastilles bleues ou rouges au-dessous de la stratégie de votre choix, puis indiquer l’
action que vous allez réaliser pour exécuter cette stratégie.
Diagnostic & advisory
session through videoconference
WORKSHOPS
32
Intra-entreprise workshop Multiple-entreprises workshop
(for entrepreneurs)
33
THANK YOU
FOR ANY QUESTION OR SUPPORT, CONTACT
Frederic Moreau
Montréal, QC, Canada
Cell.: +1 514 503-3357 - fred@poldigital.com

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Crystal Dynamic Business Canvas

  • 1. Frederic Moreau, President, PÖL Digital AGILE STRATEGY MANAGEMENT IN ATURBULENT WORLD Agile enterprises • Montréal •
  • 2. @frederic_moreau 2 Agile enterprise enabler, bringing business performance to the next level through #strategy #leadership #innovation workshop facilitation and coaching
  • 3. SUMMARY • Why agile strategic management? • Introducing the Crystal Dynamic agile strategy model • How to use Crystal Dynamic? 3
  • 4. 1.WHY AGILE STRATEGIC MANAGEMENT? 4
  • 5. NEW MARKET ENVIRONMENT 5 • Volatile • Uncertain • Complexe • Ambiguous • Ending (business cycles) • Individual
  • 6. PERFORMING INTHETURBULENCE THE AGILE ANSWER 6 • An Agile Enterprise is a group of people who anticipate and dynamically adjust to the ongoing changes in the environment in order to reach a common goal for which the meaning is shared Vision Collaboration Anticipation Fast Cost-effective Value creation driven Total satisfaction Iterations
  • 7. TRINITY OF ORGANIZATIONAL AGILITY Leadership agility Execution agility Strategy agility Agile enterprise Projects Operations Results Direction Culture 7
  • 8. ISSUES WITH STRATEGIC PLANNING 8 • 96% of businesses worldwide operate without strategy • 78% of those who have formulated a strategy workout their strategic plan once a year, although markets move every10 days on average • The vast majority define their strategy within small groups of people (executive boards) and do not benefit from the collective intelligence of a broder group of employees • As a consequence of the above, there is little strategic alignment within most organizations, small or large • 250 man/days is the average cost of an annual strategic planning exercice involving executive board members, excluding extra cost of additional people involved like potential consultants • Within large companies, an annual strategic planning exercice takes between1 to 2 months to be produced, with an additional 1 to 3 month decision making process. • For all the reasons above, the exercice most often turn into a budgetary exercice where the way to reach newly set objectives are not clearly articulated
  • 9. METHODS ANDTOOLS EXISTTO PRODUCE DESIRE OUTPUTS FASTER; E.G. Business Model Generation (Alex Osterwalder ) Lean Startup (Eric Ries) 9 Balanced Scorecard (Robert S. Kaplan)
  • 10. BUTTHERE IS A GAP BETWEEN LEANTOOLS DESIGNEDTO INNOVATE AND STRATEGIC PLANNINGTOOLS HELPING ESTABLISHED COMPANIES DECIDE UPONTHEIR NEXT DEVELOPMENT STEPS 10 Innovation Creation of a business value (new company, business unit, product, service, or process) Strategic planning methods designed for established businesses market analysis, business modeling, strategies, financial planning, etc.
  • 11. INTRODUCING CRYSTAL DYNAMIC THE AGILE WAYTO MANAGE A BUSINESS STRATEGY 11
  • 12. BENEFITS OFTHE CRYSTAL DYNAMIC MODEL 12 • Align opinions, strategic directions and actions using a collaborative approach • Increase the quality of the final result by using the collective intelligence • Accelerate the production process of the strategic planning exercice • Reduce time spent by executive members • Deliver a practical tool and simple method to prioritize actions in a fast-changing and complexe market environment
  • 14. INITIAL PROCESSTO CRYSTAL DYNAMIC® (SPRINT ZERO) 14 1 2 3 Business Model Market analysis Agile strategy & actions (canvas #1) (canvas #2) (canvas #3) 4 Financial performance (canvas #4) Iterations to ensure canvas alignment
  • 15. STEERINGYOUR STRATEGYTHE AGILE WAY 15 Enterprise strategy Crystal Dynamic canvas 2 to 4 weeks action release timing Short Daily meetups Sprint zero Results assessment Action backlog Iterations
  • 16. CCD#1 -THE BUSINESS MODEL 16 A profitable set of processes by which your company creates value, delivers this value on its market, and capture a value in return
  • 17. CCD#1 - BUSINESS MODEL BLUEPRINT 17
  • 18. CCD#2 - MARKET ANALYSIS 18 Business intelligence starts with the knowledge of its market
  • 19. THE « PESTO » SWOT ANALYSIS 19 Economy & competition Think about your industry; i.e. overall revenues generated, clients, users, prospects, competitors, and partners. What are the trends in your market? What are the main challenges it is currently going through? What are its main strengths? Find reliable data about your market (volume, pro>ile, behavior, pain, needs, expectations), and use them to draw up your conclusions. Social & user experience How is your industry impacted by social trends; i.e. the way the society operates and the psychological factors that can be associated to current behaviors? Are there any successful developments in terms of user/client experiences you could bene>it from? Which market data do you have to measure these social trends, opportunities and threats? Political & legal Is your market highly regulated? By whom? How decisions taken by the legal & justice authorities may impact your industry? Who are the organizations that in>luence or exert pressure from the authorities? For what purpose? Do you face any legal limitations to operate on your target markets? How to take advantage of this environment? Technology & tools How technologies and existing systems impact your market? Think of the technologies and IT solutions needed to build and maintain IT infrastructures, the administrator side of softwares (back-end) and the user side of it (front-end). Is this current environment meeting the demand of the market? What can be considered as the major advantage and disadvantage of the technological environment in your industry? Your organization Is your company structured and organized effectively to meet the demand of your market and maintain its competitive advantage? What are the strengths of your organization in this context, and which ones require improvement or change?
  • 20. CCD#2 - MARKET ANALYSIS 20
  • 21. CCD#3 -THE STRATEGY 21 A strategy is a set of movements (actions) that a company decides to make expecting the benefit to outweigh the resources committed to implement these actions. It is the direction you take with your business.
  • 22. THE AGILE STRATEGY 22 The ability to change directions quickly all together within the organization to seize the right opportunity •It focuses on the most important actions to achieve right now in each of the 10 core areas of business strategy •When an action is completed, evaluate results and decide the next action to implement while taking into account potential changes in the market environment •Iterate the process permanently
  • 23. THE CRYSTAL DYNAMIC MODEL SUGGESTSTHERE ARE ONLY 3 POSSIBLE STRATEGIES,ANDTHEY ADD UP Dominate Adapt Innovate 23 To do well what we are supposed to do to (and do it as brilliantly as possible) To change what needs to be changed in order to remain align with internal or external changes and needs To create a solution to solve o problem or obtain a gain, seize a new market opportunity
  • 24. CCD#3 - AGILE STRATEGY 24
  • 25. CCD#4 - FINANCIAL PERFORMANCE 25
  • 26. OPEXCAPEX Profits 12 3 Revenues ActivitiesConsumers PERFORMANCE INDICATORS IN AVISUAL DIAGRAM FOR EASIER READING AND ADJUSTMENT 26
  • 27. CCD#4 • FINANCIAL PERFORMANCE 2727
  • 28. EVALUATE RESPONSES FROM 0-3TO ALIGN MORE EASILY OPINIONS ANDVISIONS 28 3 = I AM / WE ARE FULLY SATISFIED WITH MY/OUR OUTPUTS 2 = I AM / WE ARE SATISFIED WITH MY/OUR OUTPUTS 1 = I AM / WE ARE A BIT DISSATISFIED WITH MY/OUR OUTPUTS 0 = I AM / WE ARE VERY DISSATISFIED WITH MY/OUR OUTPUTS
  • 29. 3. HOWTO USE CRYSTAL DYNAMIC? 29
  • 30. DO-IT-YOURSELF  30 Editable canvas can be used and dowloaded for free on Google Drive • English version here http://bit.ly/1Snebr0
  • 31. ONLINE ADVISORY SESSION 31 Online forms Profiles Alignment Populate online canvas Stratégie agile Canevas Cristal Dynamique #3 Conçu pour : Auteur : Date : Itération # Texte Texte Texte Texte Les gabarits du modèle Cristal Dynamique sont sous licence Creative Commons Attribution-ShareAlike BY PÖL Digital, www.poldigital.com - Attribution CC-BY 4.0 International Texte Ajouter du texte ici Ajouter du texte ici Ajouter du texte ici Ajouter du texte ici Ajouter du texte ici Actions stratégiques Dates de livraison Résultats attendus Stratégie de domination Stratégie d’adaptation Stratégie d’innovation Votre marché Texte Texte Texte Produits & Services Ventes & monétisation Prix & conditions Technologie & systèmes Production & fabrication Distribution & logistique Communication & promotion Equipe & organisation Finances & comptabilité Choix rationnel Choix intuitive Placez les pastilles bleues ou rouges au-dessous de la stratégie de votre choix, puis indiquer l’ action que vous allez réaliser pour exécuter cette stratégie. Diagnostic & advisory session through videoconference
  • 33. 33 THANK YOU FOR ANY QUESTION OR SUPPORT, CONTACT Frederic Moreau Montréal, QC, Canada Cell.: +1 514 503-3357 - fred@poldigital.com