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Table of Contents
SMR CPIM
© 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 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
Instructor Guide Version 2.4 ii © 2014 APICS

Table of Contents
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 .................................................................................................................... 3-27
Volume-Variety Requirements ................................................................................................... 3-29
Process Types ............................................................................................................................. 3-31
Process Layouts .......................................................................................................................... 3-35
Process Technology .................................................................................................................... 3-41
Job Design ................................................................................................................................... 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
© 2014 APICS iii Instructor Guide Version 2.4

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 iv © 2014 APICS

Table of Contents
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……........................................................................... 5-23
Arm’s-Length Transaction .......................................................................................................... 5-25
Long-Term Partnerships ............................................................................................................. 5-27
Disintermediation ....................................................................................................................... 5-31
Outsourcing ................................................................................................................................ 5-33
Vertical Integration ..................................................................................................................... 5-35
Supplier Reduction ..................................................................................................................... 5-37
The Bullwhip Effect ..................................................................................................................... 5-39
© 2014 APICS v Instructor Guide Version 2.4

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
Instructor Guide Version 2.4 vi © 2014 APICS

Table of Contents
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
© 2014 APICS vii Instructor Guide Version 2.4

Session 8—Case Studies
Case Studies ....................................................................................................................8-7
Appendix
Progress Check Answer Sheet ....................................................................................... A-1
Bibliography ....................................................................................................................
A-2
Overview of APICS SMR Sourcebook.............................................................................
A-3
Index
Index ................................................................................................................................ Index 1
Instructor Guide Version 2.4 viii © 2014 APICS

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