MGMT 619: Strategic Analysis (The Capstone Course), Tammy L. Madsen, Fall 2010

“What is Strategy?” Millions of students and professionals have read Michael Porter’s famous Harvard Business Review article that explains how successful corporations weave focused actions into the fabric of the organization. These companies build competencies and capabilities to maintain advantages that defend profits from being taken by competitors or collaborators.

Chessmen in Backlight by Flickr user http://commons.wikimedia.org/wiki/File:Chessmen_in_backlight.jpg.  Used under Creative Commons Attribution 2.0 Generic license.

This course answers, “Which strategy, and why?” The course teaches to first understand the opportunity and competitive dynamics provided by an industry. I learned why certain industries are fundamentally attractive or unattractive to operate in, largely by applying the Six Forces model originated by Porter in case discussions and group projects. To understand what strategies are available within a company, the course delved into examples of corporate-level, business-level, and functional-level decisions, constantly questioning how well the strategy served the company in the industry’s external environment.

The single most important thing I gained from this course is why industry attractiveness is so important. Imagine a market opportunity that’s apparent to incumbent firms, companies in adjacent industries, and start-ups. It’s easy to assume the players could have fair fight for the profits involved, with the winner determined by executing business fundamentals such as hiring, product development, and marketing. Now I understand that industry structures determine which industry’s firms will capture the profits, and only some types of innovations change the attractiveness of an industry.

Another course concept that is critically important in Silicon Valley is that of disruptive innovation. I’m hesitant to admit that I did not completely gasp this concept after many years of working in Silicon Valley, but I was comforted by learning about the disk drive industry, where the leading companies failed to react to wave after wave of disruptive innovation. This class taught Clayton Christensen’s framework, which differentiates between sustaining innovations, which immediately serve an industry’s current customers, with disruptive innovations, which initially serve a low-end market that is unimportant to incumbent firms. When innovative technology matures to serve the high-end market, the only firms that can effectively compete are those that entered the low-end market to develop competency with the innovation.

Introduction

This was the final course of my MBA program at Santa Clara University. This course provides an overview of strategic analysis to students who have completed the MBA program’s other required courses. In Santa Clara’s program, almost all students complete this program shortly before graduating. Some opt to write a Master’s thesis instead.

Instructor profile

Tammy Madsen has approximately 15 years of experience as a business strategy academic, and she currently serves as chair of Santa Clara University’s management department. She has almost encyclopedic knowledge of concepts and developments in organizational strategy. At the time of this writing, Professor Madsen one of three instructors who regularly teach the Capstone course at Santa Clara.

Classroom experience

Every class began with a discussion of recent corporate news, with topics volunteered by students. Most sessions then included a lecture and a case discussion. Each part involved a lot of student participation, yet moved quickly. About six sessions included class participation exercises, lasting only a few minutes each.

The focus of class time was teaching strategic analysis topics using the case method. Each session demanded the constant attention of every student. Students who had read the day’s case had constant opportunities for class participation. Although this course’s most infamous content is the capstone project, project discussion did not use much classroom time.

Coursework, exam, and grades

Approximately one third of grade was determined from the capstone project, another third from class participation, and the remaining portion derived from two smaller group projects.

The capstone paper is a very large analysis and writing assignment, typically totaling more than seventy pages including exhibits. The paper must follow a detailed structure provided by Professor Madsen, which prescribes a structured strategic analysis of a strategic decision announced by a major company. In brief, the analysis is divided into an external evaluation of the industry, an internal analysis of the firm, and specific recommendations.

The capstone project requires a lot of writing and review, but there are obvious ways to effectively divide the work among a team. Project success seems tied to essential team functions such as adhering to a schedule, reviewing each other’s work, having effective meetings, and appropriate use of technology. The course moved at a fast pace, so the capstone project is easier for teams who can get through the early stages of group dynamics quickly.

In other words, my team did well on the capstone project because we had worked effectively together in previous classes.

Class participation activities were simple but difficult. Some points came from participation exercises, which required students to quickly apply a course concept to one of the course readings. These exercises were hard enough that they could not be “faked” by students who skipped previous readings or lectures, and generated a significant variance among the prepared students.

The two small team assignments were structured as fairly typical MBA team case assignments. Each team was required to submit a paper for each case, and give a presentation to the entire class for one of the cases.

Criticisms

My only regret is that I did not learn this material earlier! In a part-time MBA program, most students are actively managing their careers while spending three to six years taking classes. The learning from this course, especially the external analysis portion, is helpful for continual networking and career planning.

Recommendation

Santa Clara MBA students should take this class from Professor Madsen. A student will get the most out of the class by taking it as early as possible and by forming a capstone team before the first class session.

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This article was first written in 2011 by Dylan Salisbury for dylansalisbury.com. All rights reserved. I added this paragraph because spam blog sites pick up copies of my blog posts.

For a list of course reviews and a disclaimer, visit my Course Reviews page.

Things you can say to your Windows Phone 7

One of Windows Phone 7′s best features is speech recognition. Here is a list of useful things you can speak into your Windows Phone 7 after holding down the Windows button for a couple of seconds.

Movie Listings – fast

Although you can just say “Movies,” this isn’t always the fastest way to find listings for your local theater. One quick way is to say “Fandango” followed by your ZIP code, for example:

"Fandango 95037"

Then touch on the link that says “Movie Theater Showtimes Near 95037.” This should bring up a page on Fandango’s web site with listings for the closest theaters. Sorry, this doesn’t work if you live in Beverly Hills, because 90210 pulls up too many Bing hits about the TV show.

Web sites

Many websites can be accessed by doing a voice search, then clicking on the site where appears in the Bing search results. This works for many popular websites. Examples:

"Facebook"

"BBC News"

"S F Gate dot com"

Note: If your phone thinks that you spoke the name of one of your contacts, try again saying “find” before the website name. For example, say “Find BBC News.” This will make sure the phone does a Bing search.

MGMT 703: Measuring and Managing Corporate Performance, Joel K. Leidecker, Winter 2008

Introduction

I took Measuring and Managing Corporate Performance in Winter 2008, during my second of three years in the MBA program. This was a 1-unit elective course taught during a single weekend. Like many of the MBA students at Santa Clara, I took three of these one-unit courses during my program in place of one full 3-unit elective.

Instructor Profile

Professor Leidecker has been a member of Santa Clara’s management faculty since 1968. In recent years he has been known for teaching the ‘capstone’ strategy course that students take as they finish the MBA program, although he does not currently teach that class.

Classroom experience

The course was all about Balanced Scorecard (BSC), the technique for articulating corporate strategy and measuring execution popularized by Robert S. Kaplan and David P. Norton. Readings and class discussion surveyed the history of BSC and some examples of how it has been applied at different companies.

If you can access Harvard Business Review articles through your school or employer account, you can already access the core reading:

1992: Balanced Scorecard: Measures That Drive Performance
1996: Using the Balanced Scorecard as a Strategic Management System
2000: Having Trouble with Your Strategy? Then Map It

During the second day, students played a computer-based simulation game to illustrate BSC concepts. The simulation activity taught about the need to use an understanding of the business operations and to choose dashboard metrics appropriate for the company’s current strategic position.

Coursework, exams, and grades

Half of the grade was based on classroom participation and a brief write-up about the computer simulation. The other half was awarded for a grade on a 7-page individual paper.

Students could choose from a variety of topics related to BSC. A team paper was allowed only if all team members work for the same scorecard-using employer, to write a paper about how the BSC technique is employed at the company.

I chose to fit start-up company management and strategy ideas into the BSC framework: a guide to creating a scorecard for start-ups. I distilled the paper into four posts on my blog as well:

1. Introduction: Types of strategies and related research.
2. Learning and growth perspective: Hiring.
3. Internal business process and customer perspectives: Minimum winning goal.
4. Financial perspective: Align the goals of management and investors.

What I learned

Although I’ve never worked for a company that uses BSC, the real-life examples of articulating a strategy and tracking its execution were very powerful. I was struck by the difficulty of describing an end-to-end operational strategy for a large company in terms that the entire work force can understand. Yet like many other management challenges, it can be tackled with iterations of information gathering, brainstorming, communicating across the company, and gathering feedback.

Criticisms

It’s strange that this course isn’t now simply called Balanced Scorecard – the explanation probably draws on the difficulty of changing an academic catalog. I would have liked to see a comparison of alternate management techniques, especially those common at smaller companies. However, that would probably stretch the scope too far for a 1-unit class, and I was able to use my individual paper to explore management practices at start-ups.

Recommendation

This is a great course for anybody whose employer uses BSC or a similar strategic management technique. Students will gain a thorough academic background on BSC, which they can immediately use to discuss their company’s planning and management activities.

Trailer

This article was first written in 2010 by Dylan Salisbury for dylansalisbury.com. All rights reserved. I added this paragraph because spam blog sites pick up copies of my blog posts.

For a list of course reviews and a disclaimer, visit my Course Reviews page.

MKTG 553: Competitive Marketing Strategy, Desmond Lo, Fall 2008

Introduction

I took Competitive Marketing Strategy in Fall 2008, kicking off the second of three years in the MBA program. This is a course required of all MBA students, even those with a background in marketing.

Instructor Profile

Professor Lo had a successful management career for electronics companies in Asia before becoming an Academic. I took this course during Professor Lo’s first quarter at Santa Clara. During the subsequent two years, he has regularly taught this course.

Classroom experience

Class lectures were based on case analysis, with a new case almost every class. Each case explored a particular aspect of competitive strategy.

Professor Lo expected students to prepare each case with a recommended course of action, backed up with a numerical analysis. Although student’s analyses were not collected, it was difficult for any student to fully participate in class discussion without having done this homework. Each class was almost entirely filled with the case discussion, with Professor Lo revealing his own detailed analysis near the end.

Fortunately, two lectures were set aside to review the previously discussed cases and summarize the main points of each analysis. Although I put a lot of work into most of the case analyses, my notes from these summary lectures are among my most valuable of the class.

Coursework, exams, and grades

During the quarter I took this class, 20% of the grade was for class participation, 45% for a group project, and 35% for a final exam. The group project was to prepare a marketing plan for a real product.

What I learned

Although I was already a year into the MBA program, this course introduced me to corporate strategy and case analysis. It was a lot to take in during a single quarter! Mainly, I learned that there are many facets to competitive strategy, and the most important activities are to properly frame the company’s competitive position and to use the appropriate framework to analyze the situation. The cases also taught me that competitive strategy cannot do magic; sometimes a company ends up in a weak position with very little leverage to use with its collaborators.

This course was very complementary to the prerequisite course MKTG 551, which I reviewed in this post. There was very little overlapping material. MKTG 551 was mostly about terminology, concepts, and marketing activities, and MKTG 553 was about strategic and competitive analysis.

Some specific topics covered by the cases include environmental analysis, segment analysis, lifetime customer value, measuring brand equity and choosing between brand equity and scale, distribution channels, and value pricing.

Criticisms

The only criticism I have is that students did not receive much feedback on their performance until the end of the quarter. This could be improved by adding an individual graded case analysis paper, possibly in lieu of the final exam.

Recommendation

Every student should strongly consider taking MKTG 553 fro Professor Lo. The course was well structured in include many topics, and the lecture time was filled with challenging case discussions.

Trailer

This article was first written in 2010 by Dylan Salisbury for dylansalisbury.com. All rights reserved. I added this paragraph because spam blog sites pick up copies of my blog posts.

For a list of course reviews and a disclaimer, visit my Course Reviews page.

A great job description

A small airline's dispatch office, from http://commons.wikimedia.org/wiki/File:Office.jpg

A small airline's dispatch office, from http://commons.wikimedia.org/wiki/File:Office.jpg

Working for a large company, I see a lot of job announcements sent to internal mailing lists. These job descriptions always seem to court the employee-and-job-seeker with career advancement opportunity. I frequently see phrases like “high-profile role” and the promise of “visibility” to executive staff. I guess when you’re writing for people already employed in your company, it’s natural to try to promote yourself as somebody highly connected who can offer a better career trajectory to your applicants.

But, what many high performers crave is accountability, responsibility, and the support to meet greater and greater challenges.

That’s why I was impressed to see a job description last week that concluded with, “bottom line: if we aren’t [details omitted], it’s your fault.”

I think that kind of language will increase the quality of the applicant pool. Do you agree?