Table of Contents

Instructor Guide

2013 APICS Confidential and Proprietary

Table of Contents
Participant Workbook Page

Table of Contents
Session 1Developing the Business Strategy
Strategic Planning: The External Environment...............................................

1-9

Significance of the Business Strategy........................................................................................

1-9

External Environment: Seven Key Issues..................................................................................

1-11

The Industries Dominant Economic Features............................................................................

1-11

Competitive Forces Analysis.......................................................................................................

1-15

Forces Driving Change........................................................................

1-23

Market Positioning.................................................................................................

1-25

Market Competitors..........................................................................................................

1-27

Determine the Enterprises Key Success Factors.......................................................................

1-29

Assess Industry Attractiveness and Profitability..........................................................................

1-32

Strategic Planning: The Internal Environment................................................

1-37

Assess the Current Strategy.......................................................................................................

1-37

Assess Strengths, Weaknesses, Opportunities, and Threats.....................................................

1-41

Determine Price Competitiveness.

1-47

Assess Strength Relative to Competitors....................................................................................

1-49

Manage Strategic Issues.............................................................................................................

1-51

Development of a Competitive Strategy..........................................................

1-57

Types of Competitive Strategies...................................................................................

1-57

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Session 2The Global Environment and Sustainability

The Global Environment.........................................................................

2-7

The Market Lifecycle and Strategy Evolution..............................................................................

2-9

Formative Strategy Issues............................................................................................

2-13

Strategic Options for Market Entry..............................................................................................

2-17

Techniques for Gaining Competitive Advantage.........................................................................

2-21

Sustainability..........................................................................................................

2-27

Principles of Sustainability............................................................................................

2-27

Corporate Social Responsibility..................................................................................................

2-27

Sustainable Management System Model.................................................................................

2-41

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Session 3Operations Strategy

Developing the Operations Strategy...................................................................

3-7

Operations Strategy and Objectives..........................................................................................

Design Process Objectives.................................................................................................

3-7
3-13
3-17

Structure Choices...............................................................................

3-27

Design Logic Model...................................................................................................................

Job Design........................................................................................................

3-27
3-29
3-31
3-35
3-41
3-45

Infrastructure Choices...............................................................................

3-51

Organizational Design........................................................................................................

3-51

Performance Measurement Systems..................................................................

3-55

Integrated Performance Measurement......................................................................................

3-55
3-61

Product and Service Process Design........................................................................................

Volume-Variety Requirements..
Process Types...........................................................................................................................
Process Layouts...........................................................................................
Process Technology....................................................................................................

The Balance Scorecard Concept..

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Session 4Operations Strategy Choices and Financial Measurement

Business and Operations Strategy...................................................

4-7

Business Strategy......................................................................................................................

4-7

Role of Performance Objectives in Operations Strategy Choices.........................................

4-15

Other Operations Strategy Issues and Choices................................................

4-19

Process Layout Choices and Competitive Strategy...................................................................

4-21

Materials Planning and Scheduling......................................................................

4-23

Capacity and Organizational Structure Issues.......................................................................

4-25

Performance Measurements..................................................................................................

4-27

Case Study................................................................................................

4-29

Financial Measurement...............................................................

4-33

Cash Flow Statements...........................................................................................................

4-33

Financial Statement Analysis.....................................................................................................

4-39

Capital Investment............................................................................................

4-47

Absorption and Variable Costing...............................................................................................

4-53

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Session 5Aligning Operations with Supply Chain Partners

Supply Chain Management................................................................................

5-7

Supply Networks.......................................................................
Supply Chains......................................
Supply Chain Management....................................................................................................

5-7
5-9
5-11

Capacity Planning.....................................................................

5-15

Large Versus Small Scale Operations and Facilities..............................................................

5-15

Managing Supply Chain Relationships.....................................................

5-23

Purpose of Supply Chain Relationships...........................................................................

Arms-Length Transaction..
Long-Term Partnerships......................................................................................................
Disintermediation.................................................................................................................
Outsourcing.............................................................................................................................
Vertical Integration......................................................................................
Supplier Reduction..................................................................................................................
The Bullwhip Effect..................................................................................................................

5-23
5-25
5-27
5-31
5-33
5-35
5-37
5-39

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Session 6Infrastructure Systems

Management..................................................................................

6-7

Measurement Processes...

6-7

Human Resource Policies and Practices................................................................................

6-13

QualityA Competitive Marketplace Requirement........................................

6-17

Total Approach to Quality.........................................................................................

6-17

Creating Value for the Customer.............................................................................................

6-17

Quality Measures.............................................................................................................

6-23

Statistical Process Control...............................................................................................

6-29

Quality Management Systems and Awards.

6-31

Information Infrastructure...............................................................

6-33

ERP Systems...................................................................

6-33

Visual Management and Reporting........................................................................................

6-37

Deployment of Facilities and Equipment...........................................

6-43

Facilities...........................................................................................

6-43

Positioning of Equipment..............................................................................................

6-57

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Session 7Change Management

Implementing Strategy Through Change

7-7

Reasons For Implementing Change.

7-7

Strategies For Change

7-9

The Change Process..

7-11

Role of Leadership and Management........................................................

7-17

How to Lead Change...............................................................................................................

7-17

Preparing for Change..

7-19

Risk Assessment and Mitigation...................................................................

7-23

Assess Potential Failures........................................................................................................

7-27

Preventing Failures.................................................................................................................

7-37

Recovering From Failures......................................................................................................

7-39

Project Management For Change.....................................................................

7-45

What Is A Project?...................................................................................................................

7-45

Project Phases........................................................................................................................

7-47

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Session 8Case Studies

Case Studies.......................................................................................................

8-7

Appendix
Progress Check Answer Sheet.........................................................................
Bibliography.........................................................................................
Overview of APICS SMR Sourcebook..............................................................
Course Evaluation..

A-1
A-2
A-3
A-4

Index
Index....................................................................................................................

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