1 Chapter 1 Strategic Management McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc., All Rights Reserved. 2 Chapter Topics • The Nature and Value of Strategic Management • • • • • • • McGraw-Hill/Irwin Dimensions of Strategic Decisions Formality in Strategic Management Benefits of Strategic Management Risks of Strategic Management The Strategic Management Process Components of the Strategic Management Model Strategic Management as a Process © 2005 The McGraw-Hill Companies, Inc., All Rights Reserved. 3 What is Strategic Management? The set of decisions and actions that result in the formulation and implementation of plans designed to achieve a company’s objectives. McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc., All Rights Reserved. 4 Critical Tasks of Strategic Management 1. 2. 3. 4. 5. 6. 7. 8. 9. McGraw-Hill/Irwin Formulate the company’s mission Conduct internal analysis Assess the company’s external environment Analyze company’s options Identify most desirable options Select long-term objectives and grand strategies Develop annual objectives and short-term strategi Implement the strategic choices Evaluate success of the strategic process © 2005 The McGraw-Hill Companies, Inc., All Rights Reserved. 5 What is Strategy? • Large-scale, future-oriented plan for interacting with the competitive environment to achieve objectives • Company’s “game plan” • Framework for managerial decisions McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc., All Rights Reserved. 6 Dimensions of Strategic Decisions • Strategic issues • • • • • Require top-management decisions Require large amounts of the firm’s resources Often affect the firm’s long-term prosperity Are future oriented Usually have multifunctional or multibusiness consequences • Require considering the firm’s external environment McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc., All Rights Reserved. 7 Three Levels of Strategy 1. Corporate level 2. Business level 3. Functional level McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc., All Rights Reserved. 8 Exhibit 1-3: Single-business Firms POM/R&D strategies McGraw-Hill/Irwin Financial/ accounting strategies Marketing strategies Human relations strategies Functional Level Corporate/ business level © 2005 The McGraw-Hill Companies, Inc., All Rights Reserved. 9 Ex 1-3: Multiple business Firms POM/R&D strategies McGraw-Hill/Irwin Business 2 Financial/ accounting strategies Business 3 Marketing strategies Human relations strategies Functional Level Business 1 Business Level Corporate strategies © 2005 The McGraw-Hill Companies, Inc., All Rights Reserved. 10 Ex 1-4: Hierarchy of Objectives and Strategies Strategic Decision Makers Ends (What is to be achieved) Means (How is to be achieved) Mission, including Goals and philosophy Long-term objectives Annual objectives Grand strategy Short-term strategies and policies Board of Directors Corporate Managers Business Functional Managers Managers Note: indicates a principal responsibility; indicates a secondary responsibility McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc., All Rights Reserved. 11 Characteristics of Strategic Management Decisions Greater risk,cost, and profit potential Corporate-level decisions Greater need for flexibility Longer time horizons McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc., All Rights Reserved. 12 Characteristics of Strategic Management Decisions (contd.) Implement overall strategy Functionallevel decisions Involve action-oriented operational issues Are relatively short range and low risk Incur only modest costs McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc., All Rights Reserved. 13 Characteristics of Strategic Management Decisions (contd.) Bridge decisions at corporate and functional levels Business-level decisions Are less costly, risky, and potentially profitable than corporate-level decisions Are more costly, risky, and potentially profitable than functional-level decisions McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc., All Rights Reserved. 14 Formality in Strategic Management • Definition • Degree to which participants, responsibilities, authority, and discretion in decision making are specified • Forces affecting degree of formality • • • • • • McGraw-Hill/Irwin Size of organization Predominant management styles Complexity of environment Production process Problems Purpose of planning system © 2005 The McGraw-Hill Companies, Inc., All Rights Reserved. 15 The Strategy Makers • The ideal strategic management team includes • Chief executive officer (CEO) • Product managers • Heads of functional areas • The strategic management team obtains input from • Planning staff • Lower-level management and supervisors • Role of CEO • Provides long-term direction • Assumes ultimate responsibility for firm’s success • Solicits guidance from Board of Directors McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc., All Rights Reserved. 16 Benefits of Strategic Management Enhances the firm’s ability to prevent problems Emphasizes group-based strategic decisions likely to be based on best available alternatives Improves employees’ understanding of the productivity-reward relationship Reduces gaps/overlaps in activities among employees as their participation clarifies differences in roles Resistance to change is reduced McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc., All Rights Reserved. 17 Risks of Strategic Management • Time involved may negatively impact operational responsibilities of managers • Lack of involvement of strategy makers in strategy implementation may result in shirking of responsibility for strategic decisions • Potential disappointment of employees over unattained expectations requires managerial time and training McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc., All Rights Reserved. 18 Ex 1-6: Strategic Management Process Company mission and social responsibility External environment Possible? Internal analysis Desired? Strategic analysis and choice Long-term objectives Short-term objectives; reward systems Generic and grand strategies Functional tactics Policies that empower action Restructuring, reengineering and refocusing the organization Legend Major impact Minor impact McGraw-Hill/Irwin Strategic control and continuous improvement © 2005 The McGraw-Hill Companies, Inc., All Rights Reserved. 19 Components of the Strategic Management Model • Company Mission • Specifies unique purpose of company • Identifies scope of operations • Describes product, market, and technological areas of emphasis • Reflects values and priorities of decision makers • Expresses approach to social responsibility efforts • Internal Analysis • Depicts quantity and quality of company’s financial, human, and physical resources • Assesses company’s strengths and weaknesses • Contrasts past successes and concerns with current capabilities to identify future capabilities McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc., All Rights Reserved. 20 Components of the Strategic Management Model (contd.) • External Environment • Consists of all conditions and forces affecting firm’s strategic options and define its competitive situation • Includes three interactive segments – remote, industry, and operating environments • Strategic Analysis and Choice • Involves simultaneous assessment of external environment and company profile • Incorporates screening process based on mission to generate possible and desired opportunities • Results in selection of options from which a strategic choice is made McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc., All Rights Reserved. 21 Components of the Strategic Management Model (contd.) • Long-term Objectives McGraw-Hill/Irwin Profitability Return on investment Competitive position Technological leadership Productivity Employee relations Public responsibility Employee development © 2005 The McGraw-Hill Companies, Inc., All Rights Reserved. 22 Components of the Strategic Management Model (contd.) • Generic Strategies • Low cost • Differentiation • Focus • Grand Strategies • Comprehensive, general plan of major actions through which the firm intends to achieve its long-term objectives in a dynamic environment McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc., All Rights Reserved. 23 Components of the Strategic Management Model (contd.) • Action Plans and Short-Term Objectives • Translate generic and grand strategies into “action” • Identify specific functional tactics to be taken in the near term • Establish a clear time frame for completion • Creates accountability • Specify one or more immediate objectives as outcomes of the action McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc., All Rights Reserved. 24 Components of the Strategic Management Model (contd.) • Functional Tactics • Involve identifying activities unique to the function to help build competitive advantage • Specify detailed statements of “means” to be used to achieve short-term objectives • Policies that Empower Action • Include broad, precedent-setting decisions that substitute for repetitive or time-sensitive decision making • Often increase managerial effectiveness by empowering discretion of subordinates in implementing strategies McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc., All Rights Reserved. 25 Components of the Strategic Management Model (contd.) • Restructuring, Reengineering, and Refocusing the Organization • Involves an internal focus – getting work done efficiently and effectively to make the strategy work • Downsizing, restructuring and reengineering reflect the critical stage in strategy implementation wherein managers attempt to recast their organization. McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc., All Rights Reserved. 26 Components of the Strategic Management Model (contd.) • Strategic Control and Continuous Improvement • Control • Tracks a strategy during implementation • Detects problems • Involves making necessary adjustments • Continuous improvement • Provides another approach to strategic control • Allows an organization to respond more proactively and timely to rapid developments McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc., All Rights Reserved. 27 Implications of Viewing Strategic Management as a Process Changes in any one component will affect other components Strategy formulation and implementation are sequential Necessity of feedback from institutionalization, review, and evaluation to early stages of process Need to regard it as dynamic, involving constant changes in interdependent strategic activities McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc., All Rights Reserved.