Understand As-Is

Understand the Customer's AS-IS process

The first step is to understand the current process of strategy formulation and execution. Below are some relevant questions:

1. Who is responsible for strategy formulation and execution?

2. What is the time horizon of the strategy? Usually it is 3-5 years.

3. How often is the operational plan prepared? Usually annually.

4. What stakeholders are involved in the process and what is their role?

5. How frequently is performance measurement reported?

6. What is the organizational structure, including business units, roles, support functions, and product lines?

7. What performance measurement methods are used? e.g. KPIs, SMART objectives, OKRs.

8. What is the process for diagnosing the situation?

9. How are strategic options identified, decisions made and documented?

10. How are guidelines developed for execution teams?

11. Is capability-based planning or capability maps used?

12. What tools or techniques are used, e.g., SWOT, PESTLE, Strategy Lenses, RACI

13. At what stage are information and technology architects involved in the process?

14. Document the weaknesses of the above process.

15. Some common problems are:

    a. paper-based process,

    b. lack of framework,

    c. lack of stakeholder involvement and collaboration,

    d. incomplete documentation,

    e. documentation is not shared with all stakeholders,

    f. unclear issues, objectives, key results, and initiatives,

    g. no diagnosis,

    h. no strategic decisions, ​

    i. ad hoc decisions,

    j. unclear guidelines for execution teams