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Table of Contents

Instructor Guide

2013 APICS Confidential and Propr ietary


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Table of Contents

Participant Workbook Page

2013 APICS i Instructor Guide Version 2.3

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....................................................................... 1-29Assess 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 Competi tive Strategy.......................................................... 1-57

Types of Competitive Strategies................................................................................... 1-57


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Strategic Management of Resources

Instructor Guide Version 2.3 ii 2013 APICS

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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2013 APICS ii i Instructor Guide Version 2.3

Session 3Operations Strategy

Developing the Operations Strategy................................................................... 3-7

Operations Strategy and Objectives.......................................................................................... 3-7Product and Service Process Design........................................................................................ 3-13

Design Process Objectives................................................................................................. 3-17

Structure Choices............................................................................... 3-27

Design Logic Model................................................................................................................... 3-27

Volume-Variety Requirements.. 3-29

Process Types........................................................................................................................... 3-31

Process Layouts........................................................................................... 3-35

Process Technology.................................................................................................... 3-41

Job Design........................................................................................................ 3-45

Infrastructure Choices............................................................................... 3-51Organizational Design........................................................................................................ 3-51

Performance Measurement Systems.................................................................. 3-55

Integrated Performance Measurement...................................................................................... 3-55

The Balance Scorecard Concept.. 3-61


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Instructor Guide Version 2.3 iv 2013 APICS

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..................................................................................................... 4-39Capital Investment............................................................................................ 4-47

Absorption and Variable Costing............................................................................................... 4-53


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2013 APICS v Instructor Guide Version 2.3

Session 5Aligning Operations with Supply Chain Partners

Supply Chain Management................................................................................ 5-7

Supply Networks....................................................................... 5-7Supply Chains...................................... 5-9

Supply Chain Management.................................................................................................... 5-11

Capaci ty Planning..................................................................... 5-15

Large Versus Small Scale Operations and Facilities.............................................................. 5-15

Managing Supply Chain Relationships..................................................... 5-23Purpose of Supply Chain Relationships........................................................................... 5-23

Arms-Length Transaction.. 5-25

Long-Term Partnerships...................................................................................................... 5-27

Disintermediation................................................................................................................. 5-31

Outsourcing............................................................................................................................. 5-33

Vertical Integration...................................................................................... 5-35

Supplier Reduction.................................................................................................................. 5-37

The Bullwhip Effect.................................................................................................................. 5-39


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Instructor Guide Version 2.3 vi 2013 APICS

Session 6Infrastructure Systems

Management.................................................................................. 6-7

Measurement Processes... 6-7

Human Resource Policies and Practices................................................................................ 6-13

QualityA Competi tive 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 Facil it ies 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. 7-7Strategies 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......................................................................... A-1

Bibliography.........................................................................................A-2

Overview of APICS SMR Sourcebook..............................................................A-3

Course Evaluation.. A-4

Index

Index.................................................................................................................... Index 1

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Strategicmanagementofresources Toc