A Plan Is Not a Strategy

00:09:31
https://www.youtube.com/watch?v=iuYlGRnC7J8

摘要

TLDRA videóban Roger Martin a stratégia és a tervezés közötti különbségeket elemzi. Kiemeli, hogy bár a stratégiai tervezés kifejezés egy integrált, hosszú távú stratégiát sugall, valójában gyakran a tervezés során csupán tevékenységek listáját hozzák létre anélkül, hogy egyértelműen megfogalmaznák, hogyan fognak versenyelőnyhöz jutni. Martin hangsúlyozza, hogy a sikeres stratégia olyan koherens döntések összessége, amelyek célja a vállalat versenyképességének növelése, míg a tervezés pusztán a rendelkezésre álló erőforrások elosztására fókuszál. Példaként a Southwest Airlines esetét mutatja be, amely a versenytársaival szemben valódi stratégiát követett, ezzel biztosítva versenyelőnyt. Végezetül tanácsokat ad arra, hogyan lehet felülemelkedni a stratégiai tervezés komfortcsapdáján és hogyan lehet a stratégiát egyszerűbbé és hatékonyabbá tenni.

心得

  • 📋 A stratégia és a tervezés nem ugyanaz.
  • 🔍 A stratégiai tervezés nem feltétlenül stratégiai.
  • 🎯 A stratégia koherens döntések sorozata.
  • ✈️ Southwest Airlines sikeres stratégiát követett.
  • 🏆 A győzelem stratégiát igényel, nem csak tervezést.
  • 📝 Ne bonyolítsuk túl a stratégiát.
  • 🔄 A stratégia folyamatos finomítást igényel.
  • 🔨 A tervezés a kényelmes döntésekre fókuszál.
  • 🚫 Kerüljük a stratégiában a túlzott bonyolultságot.
  • 🧠 Stratégia nélkül a tervezés elveszik a részletekben.

时间轴

  • 00:00:00 - 00:09:31

    Roger Martin elmagyarázza, hogy a stratégiai tervezés fogalma félrevezető lehet, mivel a stratégia és a tervezés nem ugyanaz. A stratégia egy integrált döntéshalmaz, amely meghatározza, hogyan nyerhetünk egy választott játéktéren. A tervezés általában a tevékenységek listája, amit a vállalat meg akar valósítani, de ezek nem feltétlenül kapcsolódnak össze koherensen, és nem garantálják a sikert. Ezzel szemben a stratégia meghatároz egy elérni kívánt versenyképes eredményt, amely a vásárlók döntésein alapszik, nem ellenőrizhető teljes mértékben. A stratégia sikerének kulcsa, hogy úgy pozicionáljuk magunkat, hogy jobbak legyünk a konkurenciánál egy adott piaci környezetben.

思维导图

Mind Map

常见问题

  • Mi a különbség a stratégia és a tervezés között?

    A stratégia egy integrált döntési készlet, míg a tervezés gyakran tevékenységek listáját jelenti anélkül, hogy összefüggne egy átfogó céllal.

  • Mi a stratégiai tervezés kritikája?

    A stratégiai tervezés gyakran nem tartalmaz valódi stratégiát, csak a vállalat által végrehajtani kívánt tevékenységek listáját, anélkül, hogy meghatározná azokat a versenyelőnyöket, amelyek sikeressé teszik.

  • Miért fontos a stratégia koherenciája?

    A stratégiai döntéseknek összhangban kell lenniük, és úgy kell működniük, hogy elérjék a cég céljait és versenyelőnyökhöz jussanak.

  • Mi a szerepe a 'játéktérnek' egy stratégiában?

    Egy stratégia megválasztja azt a 'játékteret', amelyen a vállalat versenyezni kíván, olyan módon, hogy ott a legeredményesebben szolgálja ki az ügyfeleket.

  • Mitől sikeres a Southwest Airlines stratégiája?

    A Southwest Airlines stratégiája az alacsony költségek és közvetlen járatok révén nyújtott versenyelőnyöket, amellyel nagyszerűen szolgálja ki a piacát.

  • Mit jelent a 'játszani a részvételért' kifejezés?

    Azokat a vállalatokat jelzi, amelyek inkább csak a részvételért játszanak, nem pedig, hogy kiemelkedjenek a versenytársaik közül és nyerjenek.

  • Hogyan segíthet a stratégia egyszerűsége?

    Egy egyszerű, egyoldalas stratégia világosabbá teszi az irányt és könnyebben ellenőrizhető és finomítható, amint a körülmények változnak.

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  • 00:00:00
    ROGER MARTIN: This thing called planning has been around
  • 00:00:02
    for a long, long time.
  • 00:00:05
    People would plan out the activities
  • 00:00:07
    they're going to engage in.
  • 00:00:09
    More recently, has been a discipline called strategy.
  • 00:00:12
    People have put those two things together to call
  • 00:00:15
    something strategic planning.
  • 00:00:17
    Unfortunately, those things are not the same, strategy
  • 00:00:23
    and planning.
  • 00:00:23
    So just putting them together and calling it
  • 00:00:25
    strategic planning doesn't help.
  • 00:00:27
    What most strategic planning is in the world of business
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    has nothing to do with strategy.
  • 00:00:34
    It's got the word, but it's not.
  • 00:00:36
    It's a set of activities that the company
  • 00:00:39
    says it's going to do.
  • 00:00:41
    We're going to improve customer experience.
  • 00:00:44
    We're going to open this new plant.
  • 00:00:45
    We're going to start a new talent development program.
  • 00:00:49
    A whole list of them, and they all sound good,
  • 00:00:52
    but the results of all of those are not
  • 00:00:55
    going to make the company happy because they
  • 00:00:58
    didn't have a strategy.
  • 00:00:59
    [MUSIC PLAYING]
  • 00:01:02
    So what's a strategy?
  • 00:01:04
    A strategy is an integrative set of choices
  • 00:01:08
    that positions you on a playing field of your choice in a way
  • 00:01:12
    that you win.
  • 00:01:13
    So there's a theory.
  • 00:01:15
    Strategy has a theory.
  • 00:01:17
    Here's why we should be on this playing field,
  • 00:01:20
    not this other one, and here's how, on that playing field,
  • 00:01:25
    we're going to be better than anybody else
  • 00:01:27
    at serving the customers on that playing field.
  • 00:01:31
    That theory has to be coherent.
  • 00:01:33
    It has to be doable.
  • 00:01:35
    You have to be able to translate that into actions for it
  • 00:01:38
    to be a great strategy.
  • 00:01:40
    Planning does not have to have any such coherence,
  • 00:01:44
    and it typically is what people in manufacturing want--
  • 00:01:47
    the few things they want, to build a new plant,
  • 00:01:49
    and the marketing people want to launch a new brand,
  • 00:01:51
    and the talent people want to hire more people--
  • 00:01:54
    that tends to be a list that has no internal coherence to it
  • 00:02:00
    and no specification of a way that that
  • 00:02:04
    is going to accomplish collectively
  • 00:02:07
    some goal for the company.
  • 00:02:11
    See, planning is quite comforting.
  • 00:02:13
    Plans typically have to do with the resources you're
  • 00:02:17
    going to spend.
  • 00:02:19
    So we're going to build a plan.
  • 00:02:21
    We're going to hire some people.
  • 00:02:23
    We're going to launch a new product.
  • 00:02:25
    Those are all things that are on the cost side of businesses.
  • 00:02:30
    Who controls your costs?
  • 00:02:32
    Who's the customer of your costs?
  • 00:02:35
    The answer is, you are.
  • 00:02:37
    You decide how many square feet to lease,
  • 00:02:39
    how many raw materials to buy, how many people to hire.
  • 00:02:44
    Those are more comfortable because you control them.
  • 00:02:47
    A strategy, on the other hand, specifies an outcome,
  • 00:02:52
    a competitive outcome that you wish to achieve,
  • 00:02:55
    which involves customers wanting your product or service
  • 00:03:01
    enough that they will buy enough of it
  • 00:03:04
    to make the profitability that you'd like to make.
  • 00:03:08
    The tricky thing about that is that you don't control them.
  • 00:03:14
    You might wish you could, but you can't.
  • 00:03:17
    They decide, not you.
  • 00:03:20
    That's a harder trick.
  • 00:03:22
    So that means putting yourself out and saying,
  • 00:03:26
    here's what we believe will happen.
  • 00:03:29
    We can't prove it in advance, we can't guarantee it,
  • 00:03:34
    but this is what we want to have happen
  • 00:03:36
    and that we believe will happen.
  • 00:03:39
    It's much easier to say, I'll build a factory,
  • 00:03:41
    I will hire more people, et cetera,
  • 00:03:43
    than I will have customers end up liking our offering more
  • 00:03:50
    than those of competitors.
  • 00:03:53
    The tricky thing about planning is that while you're planning,
  • 00:03:58
    chances are at least one competitor
  • 00:04:01
    is figuring out how to win.
  • 00:04:05
    When US air carriers were busily planning what routes to fly
  • 00:04:11
    and da-da-da, there was this little company
  • 00:04:15
    in Texas called Southwest that had a strategy for winning.
  • 00:04:20
    And at first, that looked largely irrelevant
  • 00:04:24
    because it was tiny.
  • 00:04:25
    What Southwest Airlines was aiming for was an outcome.
  • 00:04:30
    What they wanted to be is a substitute
  • 00:04:33
    for Greyhound, a way more convenient way
  • 00:04:38
    to get around at a price that wasn't extraordinarily much
  • 00:04:42
    greater than a Greyhound bus.
  • 00:04:46
    Southwest said, everybody else is flying hub and spoke.
  • 00:04:51
    They have hubs, and they fly hub and spoke.
  • 00:04:53
    We're going to fly point to point so that we don't have
  • 00:04:55
    aircraft waiting on the ground because you only make money
  • 00:04:58
    when you're in the air.
  • 00:04:59
    We're going to only fly 737s, one kind of aircraft,
  • 00:05:03
    so that our gates are set up for those,
  • 00:05:05
    our systems are set up for those, our training,
  • 00:05:07
    our simulations are set up.
  • 00:05:09
    We're not going to offer meals on the flights
  • 00:05:11
    because we're going to specialize in short flights.
  • 00:05:14
    We're not going to book through travel agents.
  • 00:05:17
    We're going to encourage people to book online
  • 00:05:18
    because that's less expensive for everybody
  • 00:05:21
    and more convenient.
  • 00:05:22
    So their strategy ended up having a substantially lower
  • 00:05:27
    cost than any of the major carriers so
  • 00:05:30
    that they could offer substantially lower prices.
  • 00:05:33
    Because it had a way of winning, it
  • 00:05:35
    got bigger and then bigger and then bigger and then bigger
  • 00:05:40
    and bigger and bigger and bigger until it
  • 00:05:42
    flies the most passenger seat miles in America.
  • 00:05:46
    The major carriers were not trying
  • 00:05:50
    to win against one another.
  • 00:05:52
    They were all playing to play, as I say.
  • 00:05:55
    They were playing to participate, maybe buy
  • 00:06:00
    more planes, get more gates, maybe grow some,
  • 00:06:02
    not having a theory of here's how we could be better
  • 00:06:07
    than our competitors.
  • 00:06:10
    And that was fine until somebody came along and said,
  • 00:06:13
    here's a way to be better than everybody
  • 00:06:16
    else for this segment.
  • 00:06:19
    And so that segment then goes.
  • 00:06:21
    It's gone [FAST-MOVING SOUND].
  • 00:06:22
    And the main playing to play players
  • 00:06:26
    have to share a smaller pie that's
  • 00:06:28
    left over after Southwest takes whatever share it wants.
  • 00:06:32
    [MUSIC PLAYING]
  • 00:06:35
    If you're trying to escape this planning trap, this comfort
  • 00:06:39
    trap of doing something that's comfortable but not
  • 00:06:42
    good for you, how do you start?
  • 00:06:46
    The most important thing to recognize
  • 00:06:48
    is that strategy will have angst associated with it.
  • 00:06:54
    It'll make you feel somewhat nervous because as a manager,
  • 00:06:59
    chances are you've been taught you should do things
  • 00:07:02
    that you can prove in advance.
  • 00:07:04
    You can't prove in advance that your strategy will succeed.
  • 00:07:09
    You can look at a plan and say, well, all of these things
  • 00:07:11
    are doable.
  • 00:07:12
    Let's just do those because they're within our control.
  • 00:07:15
    But they won't add up to much.
  • 00:07:17
    In strategy, you have to say, if our theory
  • 00:07:20
    is right about what we can do and how the market will react,
  • 00:07:24
    this will position us in an excellent way.
  • 00:07:27
    Just accept the fact that you can't be perfect on that,
  • 00:07:31
    and you can't know for sure.
  • 00:07:34
    And that is not being a bad manager.
  • 00:07:37
    That is being a great leader because you're
  • 00:07:40
    giving your organization the chance to do something great.
  • 00:07:46
    The second thing I do is say, lay out
  • 00:07:49
    the logic of your strategy clearly.
  • 00:07:52
    What would have to be true about ourselves, about the industry,
  • 00:07:56
    about competition, about customers for this strategy
  • 00:08:01
    to work?
  • 00:08:02
    Why do you do that?
  • 00:08:03
    It's because you can then watch the world unfold.
  • 00:08:07
    And if something that you say is in the logic that
  • 00:08:10
    would have to be true for this to work
  • 00:08:12
    is not working out quite the way you hoped,
  • 00:08:16
    it'll allow you to tweak your strategy.
  • 00:08:18
    And strategy is a journey, what you
  • 00:08:20
    want to have as a mechanism for tweaking it, honing
  • 00:08:23
    it, and refining it so it gets better and better as you
  • 00:08:26
    go along.
  • 00:08:28
    Another thing that helps with strategy
  • 00:08:30
    is not letting it get overcomplicated.
  • 00:08:34
    It's great if you can write your strategy on a single page.
  • 00:08:38
    Here's where we're choosing to play.
  • 00:08:41
    Here's how we're choosing to win.
  • 00:08:43
    Here are the capabilities we need to have in place.
  • 00:08:46
    Here are the management systems.
  • 00:08:47
    And that's why it's going to achieve this goal,
  • 00:08:50
    this aspiration that we have.
  • 00:08:52
    Then you lay out the logic, what must
  • 00:08:56
    be true for that all to work out the way we hope.
  • 00:09:00
    Go do it, and watch and tweak as you go along.
  • 00:09:05
    That may feel somewhat more worry-making, angst-making
  • 00:09:10
    than planning, but I would tell you that if you plan,
  • 00:09:16
    that's a way to guarantee losing.
  • 00:09:20
    If you do strategy, it gives you the best possible chance
  • 00:09:25
    of winning.
  • 00:09:27
标签
  • stratégia
  • tervezés
  • stratégiai tervezés
  • versenyelőny
  • Southwest Airlines
  • Roger Martin
  • koherencia
  • erőforrások
  • vezetés
  • döntéshozatal