Strategy | Strategic Management | Strategic Planning | Strategic Thinking

Strategy | Strategic Management | Strategic Planning | Strategic Thinking

 

 

 

Key Terms and Concepts

  • Action Learning
  • Systems Thinking/Systems Dynamics – Jay Forrester
  • Organizational Learning – Peter Senge
  • Business Environment Scanning
  • Trends
  • Risks
  • Competitive Industry Analysis
  • Scenario Planning
  • Corporate Planning
  • Strategic Planning
  • Operations Research
  • Threats – Micheal Porter
  • Organizational Psychology and Culture – Ed Schein
  • Internal vs External
  • Resource based view of Strategy
  • Innovation Management
  • Balance Scorecards
  • Strategic Management
  • Sales and Operational Planning (S&OP)
  • Integrated Demand Supply Planning
  • Operational Effectiveness
  • Operational Excellence
  • Value Chain Analysis
  • SWOT analysis
  • Strategic Conversations
  • Business Policy
  • BCG Growth Share Matrix
  • GE/McKinsey  Matrix
  • Ansoff Matrix
  • ADL Matrix
  • Shell Directional Policy Matrix
  • Product Portfolio Planning Models
  • Corporate Planning Models
  • Porters Five Forces Analysis
  • McKinsey 7S
  • PIMS Analysis
  • PEST Analysis
  • Porters Four Corners Analysis
  • Business Process Reengineering

 

Key People

  • Henry Mintzberg
  • Russell Ackoff
  • Arnaldo Hax
  • Peter Drucker
  • Gary Hamel
  • Igor Ansoff
  • Kenneth Andrews
  • George Steiner
  • Alfred Chandler
  • C K Prahlad
  • Micheal Porter
  • David P Norton
  • Robert S Kaplan
  • Richard L Nolan
  • J Scott Armstrong
  • Peter Senge
  • Edgar Schein
  • Chris Argyris
  • Donald Schon
  • Bruce Henderson
  • John Sterman
  • John Morecraft
  • R G Dyson
  • Pankaj Ghemawat
  • Kenichi Ohmae
  • Pierre Wack
  • Peter Schwartz

 

From The History of Strategy and Its Future Prospects

strategic

 

Schools of Thoughts on Strategic Planning

  • Design
  • Planning
  • Positioning
  • Entrepreneurial
  • Cognitive school
  • Learning school
  • Political school
  • Cultural school and
  • Environmental school

strategy

 

Please see my related posts:

Art of Long View: Future, Uncertainty and Scenario Planning

Hierarchical Planning: Integration of Strategy, Planning, Scheduling, and Execution

Shell Oil’s Scenarios: Strategic Foresight and Scenario Planning for the Future

Water | Food | Energy | Nexus: Mega Trends and Scenarios for the Future

On Anticipation: Going Beyond Forecasts and Scenarios

Key Sources of Research

 

Russell Ackoff: A Concept of Corporate Planning

Click to access A1986E843300001.pdf

 

 

The Evolution of Business Strategy

By Rich Horwath

 

Click to access evolution.pdf

 

 

 

The Art of Planning

BCG

Click to access file75267.pdf

 

 

 

A SYSTEMATIC APPROACH TO CORPORATE PLANNING

 

Click to access nd_00286.pdf

 

 

The Use of Corporate Planning Models: past, present and future

https://link.springer.com/chapter/10.1007/978-1-349-20317-8_18

 

STRATEGIC PLANNING Guide for Managers

 

Click to access 4.5.1.6_Strategic%20Planning%20Guide_0.pdf

 

 

 

Concept of Corporate Strategy

 

Click to access mbaii_sm.pdf

 

How to improve strategic planning

https://www.mckinsey.com/business-functions/strategy-and-corporate-finance/our-insights/how-to-improve-strategic-planning

 

 

Integrated business planning: Unlocking business value in uncertain times

 

EY

Click to access EY-Integrated_Business_Planning.pdf

 

 

 

STRATEGY, STRATEGIC MANAGEMENT, STRATEGIC PLANNING AND STRATEGIC THINKING

 

Fred Nickols

 

Click to access strategy_etc.pdf

Click to access strategy_definitions.pdf

 

 

 

THE CORPORATE STRATEGIC PLANNING PROCESS

Arnoldo C.:,Hax and Nicolas S. Majluft

January 1983

MIT

 

Click to access SWP-1396-09362356.pdf

 

 

 

CORPORATE PLANNING PRACTICES IN JAPANESE MULTINATIONALS

KICHIRO HAYASHI

1978

 

Click to access fulltext.pdf

 

 

 

STRATEGIC PLANNING: A TEN-STEP GUIDE*

World Bank Group

 

Click to access mosaica_10_steps.pdf

 

 

Strategic Management for Senior Leaders: A Handbook for Implementation

Click to access managebk.pdf

 

What Is Strategy?

HBR

https://hbr.org/1996/11/what-is-strategy?referral=03758&cm_vc=rr_item_page.top_right

Strategic Management for Competitive Advantage

HBR

https://hbr.org/1980/07/strategic-management-for-competitive-advantage

 

 

From Competitive Advantage to Corporate Strategy

MICHAEL PORTER

HBR

https://hbr.org/1987/05/from-competitive-advantage-to-corporate-strategy?referral=03758&cm_vc=rr_item_page.top_right

 

Blue Ocean Strategy

FROM THE OCTOBER 2004 ISSUE

https://hbr.org/2004/10/blue-ocean-strategy?referral=03758&cm_vc=rr_item_page.top_right

How Information Gives You Competitive Advantage

HBR

https://hbr.org/1985/07/how-information-gives-you-competitive-advantage?referral=03758&cm_vc=rr_item_page.top_right

 

 

The Office of Strategy Management

Nolan and Kaplan

HBR

https://hbr.org/2005/10/the-office-of-strategy-management

 

Getting Back to Strategy

NOVEMBER 1988 ISSUE

 

HBR

https://hbr.org/1988/11/getting-back-to-strategy

The Core Competence of the Corporation

FROM THE MAY–JUNE 1990 ISSUE

 

HBR

https://hbr.org/1990/05/the-core-competence-of-the-corporation?referral=03759&cm_vc=rr_item_page.bottom

Strategic Management: The theory and practice of strategy in (business) organizations.

Jofre, Sergio

 

Click to access rapport1.11.pdf

 

 

Creating the Office of Strategy Management

Robert S. Kaplan

David P. Norton

 

Click to access 05-071.pdf

The Corporate Strategic Planning Process

Increasing Market Concentration in USA: Update April 2019

Increasing Market Concentration in USA: Update April 2019

In this post, I have compiled recent articles and papers on the issues of:

  • Increased Market Power
  • Increased Market Concentration
  • Increased Corporate Profits
  • Increased Inequality
  • Anti Trust Laws and Competition policy
  • Interest rates and Business Investments
  • Interest rates and Mergers and Acquisitions
  • Stock Buybacks, Dividends, and Business Investments
  • Outsourcing, and Global Value Chains
  • Corporate Savings Glut
  • Slower Economic Growth
  • Reduced Dynamism

 

From Low Interest Rates, Market Power, and Productivity Growth

How does the production side of the economy respond to a low interest rate environment? This study provides a new theoretical result that low interest rates encourage market concentration by giving industry leaders a strategic advantage over followers, and this effect strengthens as the interest rate approaches zero. The model provides a unified explanation for why the fall in long-term interest rates has been associated with rising market concentration, reduced dynamism, a widening productivity-gap between industry leaders and followers, and slower productivity growth. Support for the model’s key mechanism is established by showing that a decline in the ten year Treasury yield generates positive excess returns for industry leaders, and the magnitude of the excess returns rises as the Treasury yield approaches zero.

Please see my related posts:

 

Competition, Concentration, and Anti-Trust Laws in the USA

Concentration, Investment, and Growth

Shareholder Capitalism: Rising Market Concentration, Slower Productivity Growth, Rising Inequality, Rising Profits, and Rising Equities Markets

Rising Market Concentration and Declining Business Investments in the USA – Update June 2018

Rising Profits, Rising Inequality, and Rising Industry Concentration in the USA

Why are Macro-economic Growth Forecasts so wrong?

Low Interest Rates and Business Investments : Update August 2017

Mergers and Acquisitions – Long Term Trends and Waves

Business Investments and Low Interest Rates

Economic Growth Theories – Orthodox and Heterodox

The Decline in Long Term Real Interest Rates

Why do Firms buyback their Shares? Causes and Consequences.

On Inequality of Wealth and Income – Causes and Consequences

Intra Industry Trade and International Production and Distribution Networks

FDI vs Outsourcing: Extending Boundaries or Extending Network Chains of Firms

Understanding Trade in Intermediate Goods

Trends in Intra Firm Trade of USA

Cash and Investments: Corporate Savings Glut in USA

Key sources:

Markups, Consumption and Market Concentration

American Economic Association

https://www.aeaweb.org/conference/2019/preliminary/814?q=eNqrVipOLS7OzM8LqSxIVbKqhnGVrJQMlWp1lBKLi_OTgRwlHaWS1KJcXAgrJbESKpSZmwphlWWmloO0FxUUgLQagFwwSH9BYjpIBZANXDDjnB7P

AMERICA’S CONCENTRATION CRISIS

AN OPEN MARKETS INSTITUTE REPORT

https://concentrationcrisis.openmarketsinstitute.org

How Low Interest Rates Have Led To Increased Market Concentration

Seeking Alpha

March, 2019

https://seekingalpha.com/article/4245601-low-interest-rates-led-increased-market-concentration

 

Market Concentration Is Threatening the US Economy

https://www.project-syndicate.org/commentary/united-states-economy-rising-market-power-by-joseph-e-stiglitz-2019-03

Concentration increasing?

John Cochrane

2019

https://johnhcochrane.blogspot.com/2019/03/concentration-increasing.html

Industry Concentration in Europe and North America

OECD

2019

Monopolies are the ‘missing piece of the puzzle’ when it comes to analyzing US inequality, investment researchers argue

Barclays Launches New Research Study Analyzing how Market Concentration is Affecting the US Economy

March 26, 2019

DISRUPTION CONCENTRATION AND THE NEW ECONOMY

The Surprising Thing About Market Concentration

by esteban rossi-hansberg, pierre-daniel sarte and nicholas trachter

 

Increased market power: a global problem that needs solving?

January 2019

https://www.oxera.com/agenda/increased-market-power-a-global-problem-that-needs-solving/

Click to access Increased-market-power.pdf

 

 

 

70 Years of US Corporate Profits∗

Simcha Barkai

Seth G. Benzell

April 2018

 

Click to access 2270yearsofuscorporateprofits.pdf

 

 

Low Interest Rates, Market Power, and Productivity Growth

Ernest Liu, Atif Mian, Amir Sufi

January 2019

NBER

https://www.nber.org/papers/w25505

Click to access BFI-MFRI-2019-09.pdf

Chapter 2: The Rise of Corporate Market Power and Its Macroeconomic Effects

World Economic Outlook

April 2019

IMF

https://www.imf.org/en/Publications/WEO/Issues/2019/03/28/world-economic-outlook-april-2019

Outsourcing, Occupational and Industrial Concentration

Nicholas Bloom (Stanford), Audrey Guo (Stanford) and Brian Lucking (Stanford)
November 2018

 

 

 

Diverging Trends in National and Local Concentration∗

Esteban Rossi-Hansberg Pierre-Daniel Sarte

Nicholas Trachter

February 26, 2019

 

Click to access DTNLC.pdf

 

 

 

Macroeconomics and Market Power: Facts, Potential Explanations, and Open Questions

Chad Syverson

January 2019

Brookings

 

Click to access ES_20190116_Syverson-Macro-Micro-Market-Power.pdf

A Theory of Falling Growth and Rising Rents

Author(s): Philippe Aghion, Antonin Bergeaud, Timo Boppart, Peter J. Klenow, and Huiyu Li

March 2019

Fed Reserve San Francisco

https://www.frbsf.org/economic-research/publications/working-papers/2019/11/

Competition and market concentration in the United States

 

December 2018

https://www.tresor.economie.gouv.fr/Articles/bd779c20-ede1-4266-94ee-13eb70d0b882/files/c19bc114-e2ee-4f2e-99a4-6ca645b6f0d5

Concentration, Market Power and Dynamism in the Euro Area

ECB Working Paper No. 2253 (2019); ISBN 978-92-899-3515-9

 

Posted: 26 Mar 2019

https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3360233&download=yes

The Rise of Market Power and the Macroeconomic Implications

Jan De Loecker
Jan Eeckhout
Gabriel Unger
November 22, 2018

 

Click to access RMP.pdf