strategy for a chapter - Terra Grande District

Strategic Plan Guadalajara Chapter 1 2014-2016

Luis Barcón MBA, CPIM, CIRM, CQM, C.P.M., PMP, CSCP, CPF, CTL, CS&OP APICS Master CPIM and CSCP Instructor, APICS Master Instructor Trainer Terra Grande District Staff

Ver 2014

Strategy 2

Strategy comes from the

Greek word stratego which means to 'plan the destruction of one's enemies through effective use of resources'

Importance of Strategy 3

“Strategy without tactics is the slowest route to victory. Tactics without strategy is the noise before defeat.”

Which One is the Right for Us? 4

VISION “To be the Best option in the Occident of Mexico as a Source ok Knowledge and Support in the Application of Techniques, Methodologies and Technologies in Supply Chain and Operations Management”

MISSION “Develop, Share, and Disseminate Knowledge and Experiences in Supply Chain and Operations Management for the Development of Human Resources and the Improvement of the Enterprise Competitiveness”

“CUSTOMERS SUCCESS”

SLOGAN

“Advancing Global Supply Chain” 5

What do our Stake Holders Expect from Us?  Customers: ROI  APICS HQ: Increase Materials, Certification and

Membership Sales  Instructors: Opportunities to Increment their Income, Recognition, Professional Development, Prestige, Networking  Suppliers: Opportune Payment, Recognition, Long Term Relationships  Participants: Practical Knowledge, Certification, Development, Opportunities to Grow, Networking

What do our Stake Holders Expect from Us?  Strategic Partners: APICS HQ, Other Chapters,

TGD, -- That we support each other, Collaboration  Community: Social Responsibility  Staff: Economic Stability, Quality of Life, Good Working Environment, Development, Professional Growth

What Can We Provide to our Stake Holders?  Customers: ROI  APICS HQ: Increase Materials, Certification and   

  

Membership Sales Instructors: Opportunities to Increment their Income, Recognition, Professional Development, Prestige, Networking Suppliers: Opportune Payment, Recognition, Long Term Relationships Participants: Practical Knowledge, Certification, Development, Opportunities to Grow, Networking Strategic Partners: APICS HQ, Other Chapters, TGD, -That we support each other, Collaboration Community: Social Responsibility Staff: Economic Stability, Quality of Life, Good Working Environment, Development, Professional Growth

Macro Environment - PESTEL  Political: Uncertain, Risk of Political Instability  Economic: Low Inflation, Low Oil Prices, Low GDP

   

Increase. Strong Dollar (Might Help Our Main Customers that Mainly Export to US) Social: Unstable, Insecurity, Impunity Technological: Growing, Opportunities for Marketing Environment: N/A Legal: No Copyright Respect, Risk of Being Counterfeited

Customers Current:  Mostly Big and Transnational Companies and in Manufacturing. Challenges:  Obtain Mid Mexican Customers  Obtain Logistical Companies

Competitive Environment Current 1. Universities (They lack personal service, but have a lot of resources to merchandise) 2. Big Consulting Companies (Good resources, personalize services, but have big fixed costs which make them expensive) 3. Small Consulting Companies (Low Resources, Low Price, But Lack of Knowledge) 4. Independent Instructors (Low Price, but Perceived Risky by Companies) 5. Big Companies (They have their own Supply Chain University) New Entrants 1. APICS DBDM’s and New Business Partners Model (In our opinion will just confuse the market and generate a price war instead of increased sales for APICS)

Strategic Suppliers  APICS HQ  Other Chapters  Instructors  Hotels

Micro Environment – 5 Forces  Entry Barriers: Qualified Instructors, Channel Partner 



 

Agreement. Suppliers Bargain Power: APICS HQ High, Others Low Customers Bargain Power: With APICS Chapters is Low, due to Our Territory Agreements, but they have a lot of options. It will Increase with APICS with the DBDM’s and New Channel Structure Substitution Risk: High in Education, Low in Certification Intensity of Rivalry: Between Chapters is Low, will Increase with the DBDM’s and New Channel Structure. Need to Improve the Chapter Collaboration

Resources  Installations: Office and Courses Room, Credit with

Hotels  Human Resources:  

Good Instructors Pool Staff with Knowledge and Experience

 Intangible Assets:  Experience  Prestige  Good Relations  Brand  Good Brand Name

Capabilities What do we do right? 1. Instruction 2. Excellent Service

Competencies  What do we do that is unique? 1. Personalized Service 2. We help link theory with real life

experiences 3. Focused on a Specific Market Niche 4. Certifications 5. Global Recognition

Competencies  What Do we Have that Makes Others

Hard to Compete 1. Master Instructors 2. Good Materials, Learning Tools 3. IDP - (TTT, LDI, AIS) 4. Actualized Knowledge 5. Success Histories 6. Personalized Service

SWOT 18

 Strengths  Materials

and Learning Tools Quality  Recognized Certifications  Excellent Staff  Brand  Instructors  Courseware Development  Customer Service

 Weaknesses   

Hard to Get PDM Speakers Sales Force Plant Tours

SWOT 19

 Opportunities  





Local Industry is Growing Foreign Investments Supply Chain Importance Increment APICS Supply Chain Council

 Threats  

 

Education Alternatives Free Information (Web, etc) Free SC Events APICS Initiatives

Strategic Initiatives & Main Strategic Objectives 20

1. Customer Focus for Growth 



All of our deliverables need to be what the market is demanding and within the scope of supply chain and operations management. Some of our deliverables will not compete, just complement, the products sold by APICS Association.

2. Fuel for Growth  We will generate net revenue.  We will increase Liquidity 3. Fit for Growth 



We will develop our BOD, instructors, staff and other vendors to be able to support our growth. We will comply with Government and APICS association regulations.

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Customer Focus for Growth

 Based on our customer survey we

will focus on the following products.  Courses  Open and Closed Courses 

    



CPIM (Certified in Production and Inventory Management) CSCP (Certified Supply Chain Professional) PM (Purchasing Management) CPF (Certified Professional Forecaster) Distribution and Logistics (APICS) CSOP (Certified in Sales and Operations Planning)

Closed Courses 

APICS principals, workshops and engineer to order, depending on the needs of the customer, and supply and operations management related

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Customer Focus for Growth

 Based on our customer survey we

will focus on the following products. 

Affiliation 



Collaboration 



Need to increase the promotion of the value of certification

Networking 





With other chapters (Events, Publicity, etc)

Certification Testing 



Supply Chain Channel, LinkedIn

Supply and operations management related, and directors PDMs  Develop a plan of PDMs, in advance. Plant Tours  Develop a plan and promote

NPS 

Min 80% in 2015

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 Will generate net-revenue with

Fuel for Growth

the following initiatives 

Increase Net - Revenue 

Use of revenue management methodology  Price Optimization • Open courses will have the right price, depending on the location • Closed courses will take into account the company, type of course, and value.



Increase Sales 



Hire a Sales Person Full Time

KPI’s Net Revenue at least 10% more against 2014 baseline  Cash Conversion Cycle of less than 40 days  Inventory (Days) + Accounts Payable (Days) – Accounts Receivable (Days) 

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Fit for Growth

 Competencies Development  Instructor Development Program 



APICS IDP

BOD and Staff Training Chapter Management  District/Association Meetings 

 Government and APICS

Association Regulations. 



CPA and C-BAR (Will Maintain Platinum in 2014-2015) Mexican Legal Requirements

Net-Revenue to Support Growth

Financial Perspective

Balanced Scorecard

Vision

APICS Guadalajara Purpose

Customers Success

Customer Needs & Expectations Resource Planning

Profitability

Execution (Lean)

Analysis (Check)

Adding Value

District & Association

Inventory Reduction

Human Resource Development

Improved Customer Service

Waste Reduction

Improved Quality

Enterprise Improvement

Value Added Deliverables Flexibility & Service

Effective & Efficient Processes

Competencies Development

Curricular Value

Competitive Total Cost

Certifications

Education (Sub-Processes)

Information & Communication

Testing (Channels) CBT

Quantitative Benefit

Quality of Resources (Materials, Instructors, Facilities, Time Schedules)

SCM (Administration) PDCA, MBR

Certification (CPIM, CSCP, CPF, SOP)

Kaizen & Learning

ETO Courses

5S + 1

APICS Workshops

Waste Elimination

QFD, Customer Service

Events Planning, Team Building,

APICS IDP Engineering Change Process

Code of Values And Ethics

BOK Brand Name

Networking & Recognition PDMs Plant Tours

Recognition & Networking

Marketing, Sales, & Communications Web Page E-Mails You Tube Direct Sales Strategic Alliances

Marketing, Sales & Finances

Project & Change Management, Volunteers Work

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