SMR - aChain APICS CPIM - conteúdo SMR Strategic Management of Resources

Table of Contents

SMR CPIM aChain - APICS International Channel Partner - www.achain.com.br Programas CPIM e CSCP abertos e in company

Š 2014 APICS Confidential and Proprietary

aChain - APICS International Channel Partner - www.achain.com.br Programas CPIM e CSCP abertos e in company

Table of Contents Participant Workbook Page

Table of Contents Session 1—Developing 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 Enterprise’s 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

© 2014 APICS

aChain - APICS International Channel Partner - www.achain.com.br Programas CPIM e CSCP abertos e in company i Instructor Guide Version 2.4

Strategic Management of Resources

Session 2—The 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

aChain - APICS International Channel Partner - www.achain.com.br Programas CPIM e CSCP abertos e in company Instructor Guide Version 2.4

ii

Š 2014 APICS

Table of Contents Participant Workbook Page

Session 3—Operations Strategy Developing the Operations Strategy .............................................................................. 3-7 Operations Strategy and Objectives .......................................................................................... 3-7 Product and Service Process Design ........................................................................................ 3-13 Design Process Objectives ........................................................................................................ . 3-17

Structure Choices ........................................................................................................... 3-27 Design Logic Model ....................................................................................................................

Volume-Variety Requirements ...................................................................................................

Process Types .............................................................................................................................

Process Layouts..........................................................................................................................

Process Technology ....................................................................................................................

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 The Balance Scorecard Concept ............................................................................................... 3-61

Š 2014 APICS

aChain - APICS International Channel Partner - www.achain.com.br Programas CPIM e CSCP abertos e in company Instructor Guide Version 2.4 iii

Strategic Management of Resources

Session 4—Operations 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

Instructor Guide Version 2.4

aChain - APICS International Channel Partner - www.achain.com.br Programas CPIM e CSCP abertos e in company iv Š 2014 APICS

Table of Contents Participant Workbook Page

Session 5—Aligning Operations with Supply Chain Partners Supply Chain Management ............................................................................................ 5-7 Supply Networks ......................................................................................................................... 5-7 Supply Chains ............................................................................................................................. 5-9 Supply Chain Management........................................................................................................ 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……...........................................................................

Arm’s-Length Transaction ..........................................................................................................

Long-Term Partnerships .............................................................................................................

Disintermediation .......................................................................................................................

Outsourcing................................................................................................................................

Vertical Integration .....................................................................................................................

Supplier Reduction .....................................................................................................................

The Bullwhip Effect .....................................................................................................................

© 2014 APICS

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

aChain - APICS International Channel Partner - www.achain.com.br Programas CPIM e CSCP abertos e in company v Instructor Guide Version 2.4

Strategic Management of Resources

Session 6—Infrastructure Systems Management ................................................................................................................... 6-7 Measurement Processes............................................................................................................ 6-7 Human Resource Policies and Practices................................................................................... 6-13

Quality—A 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

aChain - APICS International Channel Partner - www.achain.com.br Programas CPIM e CSCP abertos e in company Instructor Guide Version 2.4

vi

© 2014 APICS

Table of Contents Participant Workbook Page

Session 7—Change 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

Š 2014 APICS

aChain - APICS International Channel Partner - www.achain.com.br Programas CPIM e CSCP abertos e in company Instructor Guide Version 2.4 vii

Strategic Management of Resources

Session 8—Case Studies Case Studies ....................................................................................................................8-7

Appendix Progress Check Answer Sheet ....................................................................................... A-1 Bibliography ....................................................................................................................

Overview of APICS SMR Sourcebook.............................................................................

A-2 A-3

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

aChain - APICS International Channel Partner - www.achain.com.br Programas CPIM e CSCP abertos e in company Instructor Guide Version 2.4

viii

© 2014 APICS