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Dr. Rod King [email protected] Rapidly Sail to the Blue Ocean of Success

THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

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The above presentation is an adaptation of the content of a workshop that I gave, on November 14, 2014, to attendants of the African American Education and Academic Success Conference at the California State University of Fresno. The overall theme of my workshop was how to achieve goals especially under conditions of great uncertainty. Blue Ocean Success is the destination of extraordinarily successful projects. For more widespread distribution of the workshop's content, I've reframed the aforementioned theme using "APEX" which is an acronym for "Adaptive Planning and Execution." Coined in 2003, APEX refers to the current planning paradigm that the United States Department of Defense is using to “create and revise military plans rapidly and systematically, as circumstances require.” APEX is a powerful paradigm for planning and execution especially in an environment that is volatile, uncertain, complex, and ambiguous (VUCA). In the military establishment, APEX is currently disrupting the Red Ocean of deliberate planning. Although APEX is a very powerful paradigm and methodology, little is known or published about it. Moreover, APEX was designed for the US Department of Defense, which is sometimes described as the world's largest, most complex, and powerful bureaucracy. Consequently and to my knowledge, APEX is not transparently and systematically applied outside of the military establishment. Nevertheless, I believe that APEX would soon revolutionize the world of business planning as well as non-profit planning. This presentation introduces "1-Page APEX" as a visual tool that greatly simplifies understanding and application of the original APEX methodology especially by entrepreneurs, startups, established businesses, and non-profit organizations. Using the 1-Page APEX can significantly eliminating waste while accelerating the innovation of products and services that create Blue Ocean Success. In short, 1-Page APEX would help you achieve success sooner or at worst, achieve failure sooner and far less expensively. Now, it's your turn to explore ... Just remember that in the world of 1-Page APEX, proposed actions are hypotheses or experiments that require rapid validation while iteratively moving towards your desired goal. Bon voyage ... http://goo.gl/KlS8CD

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Page 1: THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

Dr.  Rod  King  [email protected]  

Rapidly  Sail  to  the  Blue  Ocean  of  Success  

Page 2: THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

A  Fun  Icebreaker  

Page 3: THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

2.  MiA  Romney          

8.  Sarah  Palin            

9.  John  Edwards            

5.  Joe  Biden            

1.  John  McCain          

11.  Mike  Huckabee            

7.  Chris    Dodd            

4.  Bill  Richardson            

3.  Hillary  Clinton            

12.  Barack  Obama            

10.  Rudy  Giuliani            

6.  Ron  Paul            

WHOM  SHALL  WE  USE  AS  AN  EXAMPLE  OF    A  TRAVELER  TO  A  BLUE  OCEAN  OF  SUCCESS?  

(Start  from  any  candidate)  

THE  AUTOMAGIC  PREDICTOR:  WILL  YOU  BE  THE  ONE  WHO  FINALLY  FIGURES  OUT  HOW  THIS  GAME  WORKS?  a.  Put  your  finger  on  ANY  person  as  your  first  candidate.  (You  could  also  ask  a  friend  to  follow  processes  a,  b,  and  c.)  b.  Use  the  Iden>fica>on  Number  (ID)  of  the  first  candidate  and  count  clockwise,  star_ng  from  the  next  person.            

At  the  end  of  your  count,  your  finger  should  be  res_ng  on  the  second  candidate.  c.  The  second  candidate  picks  the  WINNING  CANDIDATE  as  follows:  use  the  ID  of  the  second  candidate  and  again  

count  clockwise,  star_ng  from  the  next  person.  On  what  candidate  did  your  finger  end  up?  DON’T  try  it  again!  

Copyright  Dr.  Rod  King.  2014.  [email protected]  

Page 4: THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

A  JOURNEY  TOWARDS  GREAT  SUCCESS  IS  LIKE    

THE  STORY  OF  A  HERO  SAILING  TO  

A  BLUE  OCEAN  OF  EXTRAORDINARY  OPPORTUNITY  …  

BUT  EXPOSED  TO  GREAT  UNCERTAINTY  

Page 5: THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

SO,  LIKE  ARCHETYPAL  HEROES  …    

YOU  NEED  BUSINESS  MODEL  AGILITY,  A  LIFE-­‐SAVING  SKILL  OF  

ADAPTIVE  PLANNING  &  EXECUTION  (APEX)  

Adap_ve  Planning  &  Execu_on  (APEX)  describes  the  current  planning  approach  of  the  United  States  Department  of  Defense  

Page 6: THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

THE  METHODOLOGY  OF  ADAPTIVE  PLANNING  &  EXECUTION  

(APEX)  IS  BEST  DESCRIBED  USING  

THE  DOCUMENT  AND  APPROACH  OF  1-­‐PAGE  APEX  

Page 7: THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

HOW  TO  CREATE  AND  MANAGE  A  1-­‐PAGE  APEX  

FOR  SAILING  TO  

THE  BLUE  OCEAN  OF  SUCCESS?  

THE  BIG  QUESTION  

Page 8: THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

3  Ques_ons  That  You  Must  Answer  

Where  currently  are  you?  

Where  must  you  go?  

How  should  you  get  there?  

Present  

Future  

Strategy  

1-­‐Page  Adap_ve  Planning  &  Execu_on  (APEX)  Blue  Ocean  Success  for  Projects  Under  Great  Uncertainty  

Page 9: THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

Present  (“As  Is”)  

Where  currently  are  you?  

How  should  you  get  there?  

Where  must  you  go?  

Future  (“To  Be”)  

1-­‐Page  Adap_ve  Planning  &  Execu_on  (APEX)  Blue  Ocean  Success  for  Projects  Under  Great  Uncertainty  

Page 10: THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

RED  OCEAN  

Present  (“As  Is”)  

Where  currently  are  you?   Where  must  you  go?  

Future  (“To  Be”)  

How  should  you  get  there?  

1-­‐Page  Adap_ve  Planning  &  Execu_on  (APEX)  Blue  Ocean  Success  for  Projects  Under  Great  Uncertainty  

Page 11: THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

RED  OCEAN  

Present  (“As  Is”)  

Where  currently  are  you?   Where  must  you  go?  

Future  (“To  Be”)  

How  should  you  get  there?  

Business  Model  Resources/  Value  Factors  &  Proposi_on  q  S:  Strengths  (1-­‐10)  q  W:  Weaknesses  (1-­‐10)  q  O:  Opportuni_es  (1-­‐10)  q  T:  Threats  (1-­‐10)  

q  Reality/Facts              (External  &  Internal)  

1-­‐Page  Adap_ve  Planning  &  Execu_on  (APEX)  Blue  Ocean  Success  for  Projects  Under  Great  Uncertainty  

Page 12: THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

RED  OCEAN  

BLUE  OCEAN  

Present  (“As  Is”)  

Where  currently  are  you?   Where  must  you  go?  

Future  (“To  Be”)  

How  should  you  get  there?  

Business  Model  Resources/  Value  Factors  &  Proposi_on  q  S:  Strengths  (1-­‐10)  q  W:  Weaknesses  (1-­‐10)  q  O:  Opportuni_es  (1-­‐10)  q  T:  Threats  (1-­‐10)  

q  Reality/Facts              (External  &  Internal)  

1-­‐Page  Adap_ve  Planning  &  Execu_on  (APEX)  Blue  Ocean  Success  for  Projects  Under  Great  Uncertainty  

Page 13: THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

RED  OCEAN  

BLUE  OCEAN  

Present  (“As  Is”)  

Where  currently  are  you?   Where  must  you  go?  

Future  (“To  Be”)  

How  should  you  get  there?  

Business  Model  Resources/  Value  Factors  &  Proposi_on  q  S:  Strengths  (1-­‐10)  q  W:  Weaknesses  (1-­‐10)  q  O:  Opportuni_es  (1-­‐10)  q  T:  Threats  (1-­‐10)  

q  Reality/Facts              (External  &  Internal)  

1-­‐Page  Adap_ve  Planning  &  Execu_on  (APEX)  Blue  Ocean  Success  for  Projects  Under  Great  Uncertainty  

q  Core  Purpose/Mission  q  Vision  q  Core  Values  q  Goal:  Blue  Ocean  Success  q  Objec_ves/              “Jobs-­‐To-­‐Get  Done”            (Physical/Intellectual/                Emo>onal/Spiritual)  

Page 14: THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

RED  OCEAN  

BLUE  OCEAN  

Present  (“As  Is”)  

Where  currently  are  you?   Where  must  you  go?  

Future  (“To  Be”)  

How  should  you  get  there?  

Business  Model  Resources/  Value  Factors  &  Proposi_on  q  S:  Strengths  (1-­‐10)  q  W:  Weaknesses  (1-­‐10)  q  O:  Opportuni_es  (1-­‐10)  q  T:  Threats  (1-­‐10)  

q  Reality/Facts              (External  &  Internal)  

1-­‐Page  Adap_ve  Planning  &  Execu_on  (APEX)  Blue  Ocean  Success  for  Projects  Under  Great  Uncertainty  

q  Core  Purpose/Mission  q  Vision  q  Core  Values  q  Goal:  Blue  Ocean  Success  q  Objec_ves/              “Jobs-­‐To-­‐Get  Done”            (Physical/Intellectual/                Emo>onal/Spiritual)  

Page 15: THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

RED  OCEAN  

BLUE  OCEAN  

Present  (“As  Is”)  

Where  currently  are  you?   Where  must  you  go?  

Future  (“To  Be”)  

How  should  you  get  there?  

Business  Model  Resources/  Value  Factors  &  Proposi_on  q  S:  Strengths  (1-­‐10)  q  W:  Weaknesses  (1-­‐10)  q  O:  Opportuni_es  (1-­‐10)  q  T:  Threats  (1-­‐10)  

q  Reality/Facts              (External  &  Internal)  

1-­‐Page  Adap_ve  Planning  &  Execu_on  (APEX)  Blue  Ocean  Success  for  Projects  Under  Great  Uncertainty  

q  Core  Purpose/Mission  q  Vision  q  Core  Values  q  Goal:  Blue  Ocean  Success  q  Objec_ves/              “Jobs-­‐To-­‐Get  Done”            (Physical/Intellectual/                Emo>onal/Spiritual)  

Page 16: THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

RED  OCEAN  

BLUE  OCEAN  

Present  (“As  Is”)  

Where  currently  are  you?   Where  must  you  go?  

Future  (“To  Be”)  

How  should  you  get  there?  

Business  Model  Resources/  Value  Factors  &  Proposi_on  q  S:  Strengths  (1-­‐10)  q  W:  Weaknesses  (1-­‐10)  q  O:  Opportuni_es  (1-­‐10)  q  T:  Threats  (1-­‐10)  

q  Reality/Facts              (External  &  Internal)  

q  R.O.D.  Strategy/Tac_cs/Targets  -­‐  Minimize  Weaknesses/Threats/                  Pain/Risks/Disadvantages  -­‐  Maximize  Strengths/Opportuni_es/

Delight/Rewards/Advantages  -­‐  Rapidly  Experiment  &  Learn  (4  Heuris>cs):  •  OODA:  Observe  SWOT;  Orient;  Decide;  Act  •  BML:  Build-­‐Measure-­‐Learn  Loop  •  ARONP:  Ac>on;  Risk  Minimiza>on;  

Opportunity  Maximiza>on;  Networking;  Pilo>ng  

•  ERIC  (R.O.D.  Disrup_on):  Eliminate;  Reduce;  Increase;  Create  

1-­‐Page  Adap_ve  Planning  &  Execu_on  (APEX)  Blue  Ocean  Success  for  Projects  Under  Great  Uncertainty  

q  Core  Purpose/Mission  q  Vision  q  Core  Values  q  Goal:  Blue  Ocean  Success  q  Objec_ves/              “Jobs-­‐To-­‐Get  Done”            (Physical/Intellectual/                Emo>onal/Spiritual)  

Page 17: THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

RED  OCEAN  

BLUE  OCEAN  

Present  (“As  Is”)  

Where  currently  are  you?  

How  must  yo  get  there?  

Where  must  you  go?  

Future  (“To  Be”)  

How  should  you  get  there?  

Business  Model  Resources/  Value  Factors  &  Proposi_on  q  S:  Strengths  (1-­‐10)  q  W:  Weaknesses  (1-­‐10)  q  O:  Opportuni_es  (1-­‐10)  q  T:  Threats  (1-­‐10)  

q  R.O.D.  Strategy/Tac_cs/Targets  -­‐  Minimize  Weaknesses/Threats/                  Pain/Risks/Disadvantages  -­‐  Maximize  Strengths/Opportuni_es/

Delight/Rewards/Advantages  -­‐  Rapidly  Experiment  &  Learn  (4  Heuris>cs):  •  OODA:  Observe  SWOT;  Orient;  Decide;  Act  •  BML:  Build-­‐Measure-­‐Learn  Loop  •  ARONP:  Ac>on;  Risk  Minimiza>on;  

Opportunity  Maximiza>on;  Networking;  Pilo>ng  

•  ERIC  (R.O.D.  Disrup_on):  Eliminate;  Reduce;  Increase;  Create  

q  Reality/Facts              (External  &  Internal)  

1-­‐Page  Adap_ve  Planning  &  Execu_on  (APEX)  Blue  Ocean  Success  for  Projects  Under  Great  Uncertainty  

q  Core  Purpose/Mission  q  Vision  q  Core  Values  q  Goal:  Blue  Ocean  Success  q  Objec_ves/              “Jobs-­‐To-­‐Get  Done”            (Physical/Intellectual/                Emo>onal/Spiritual)  

Page 18: THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

RED  OCEAN  

BLUE  OCEAN  

Present  (“As  Is”)  

Where  currently  are  you?   Where  must  you  go?  

Future  (“To  Be”)  

How  should  you  get  there?  

Business  Model  Resources/  Value  Factors  &  Proposi_on  q  S:  Strengths  (1-­‐10)  q  W:  Weaknesses  (1-­‐10)  q  O:  Opportuni_es  (1-­‐10)  q  T:  Threats  (1-­‐10)  

q  R.O.D.  Strategy/Tac_cs/Targets  -­‐  Minimize  Weaknesses/Threats/                  Pain/Risks/Disadvantages  -­‐  Maximize  Strengths/Opportuni_es/

Delight/Rewards/Advantages  -­‐  Rapidly  Experiment  &  Learn  (4  Heuris>cs):  •  OODA:  Observe  SWOT;  Orient;  Decide;  Act  •  BML:  Build-­‐Measure-­‐Learn  Loop  •  ARONP:  Ac>on;  Risk  Minimiza>on;  

Opportunity  Maximiza>on;  Networking;  Pilo>ng  

•  ERIC  (R.O.D.  Disrup_on):  Eliminate;  Reduce;  Increase;  Create  

q  Reality/Facts              (External  &  Internal)  

1-­‐Page  Adap_ve  Planning  &  Execu_on  (APEX)  Blue  Ocean  Success  for  Projects  Under  Great  Uncertainty  

q  Core  Purpose/Mission  q  Vision  q  Core  Values  q  Goal:  Blue  Ocean  Success  q  Objec_ves/              “Jobs-­‐To-­‐Get  Done”            (Physical/Intellectual/                Emo>onal/Spiritual)  

Page 19: THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

RED  OCEAN  

BLUE  OCEAN  

Present  (“As  Is”)  

Where  currently  are  you?   Where  must  you  go?  

Future  (“To  Be”)  

How  should  you  get  there?  

q  Core  Purpose/Mission  q  Vision  q  Core  Values  q  Goal:  Blue  Ocean  Success  q  Objec_ves/              “Jobs-­‐To-­‐Get  Done”            (Physical/Intellectual/                Emo>onal/Spiritual)  

1-­‐Page  Adap_ve  Planning  &  Execu_on  (APEX)  4  Roles  You  Must  Constantly  Play  to  Shape  the  Present  to  Obtain  Your  Desired  Future  

Business  Model  Resources/  Value  Factors  &  Proposi>on  q  S:  Strengths  (1-­‐10)  q  W:  Weaknesses  (1-­‐10)  q  O:  Opportuni_es  (1-­‐10)  q  T:  Threats  (1-­‐10)  

q  APEX  Strategy/Tac_cs/Targets  -­‐  Minimize  Weaknesses/Threats/                  Pain/Risks/Disadvantages  -­‐  Maximize  Strengths/Opportuni_es/

Delight/Rewards/Advantages  -­‐  Rapidly  Experiment  &  Learn  (4  Heuris>cs):  •  OODA:  Observe  SWOT;  Orient;  Decide;  Act  •  BML:  Build-­‐Measure-­‐Learn  Loop  •  ARONP:  Ac>on;  Risk  Minimiza>on;  

Opportunity  Maximiza>on;  Networking;  Pilo>ng  

•  ERIC  (R.O.D.  Disrup_on):  Eliminate;  Reduce;  Increase;  Create  

q  Reality/Facts              (External  &  Internal)  

E:  Executor  

O:  Observer  

O:  Orienter  

D:  Decider  

APEX

 Team  

(Sim

plified  

OODE

 Loo

p)  

Page 20: THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

Example  

Page 21: THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

RED  OCEAN  

BLUE  OCEAN  

Present  (“As  Is”)  

Where  currently  are  you?   Where  must  you  go?  

Future  (“To  Be”)  

How  should  you  get  there?  

q  Core  Purpose/Mission  q  Vision  q  Core  Values  q  Goal:  Successful  Life  q  Objec_ves/“Jobs”            (Physical/Intellectual/                Emo>onal/Spiritual)  

Business  Model  Resources/  Value  Factors  &  Proposi_on  q  S:  Strengths  (1-­‐10)  q  W:  Weaknesses  (1-­‐10)  q  O:  Opportuni_es  (1-­‐10)  q  T:  Threats  (1-­‐10)  

q  R.O.D.  Strategy/Tac_cs/Targets  -­‐  Minimize  Weaknesses/Threats/                  Pain/Risks/Disadvantages  -­‐  Maximize  Strengths/Opportuni_es/

Delight/Rewards/Advantages  -­‐  Rapidly  Experiment  &  Learn  (4  Heuris>cs):  •  OODA:  Observe  SWOT;  Orient;  Decide;  Act  •  BML:  Build-­‐Measure-­‐Learn  Loop  •  ARONP:  Ac>on;  Risk  Minimiza>on;  

Opportunity  Maximiza>on;  Networking;  Pilo>ng  

•  ERIC  (R.O.D.  Disrup_on):  Eliminate;  Reduce;  Increase;  Create  

q  Reality/Facts              (External  &  Internal)  

1-­‐Page  Adap_ve  Planning  &  Execu_on  (APEX)  Blue  Ocean  Success  for  Projects  Under  Great  Uncertainty  

Page 22: THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

SAILING  TO  A  BLUE  OCEAN  OF  SUCCESS  

IS  REALLY  A  STORY  ABOUT  

HOPE,  AUDACITY,  AND  POSITIVE  TRANSFORMATION  

Page 23: THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

SAILING  TO  A  BLUE  OCEAN  OF  SUCCESS  FIRST  REQUIRES  HAVING  

AN  ADAPTIVE  PLANNING  &  EXECUTION  (APEX)  TEAM  

Page 24: THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

Decider  2  

 

Executor      

Observer    

Orienter    

Decider  1    

Adap_ve  Planning  &  Execu_on  (APEX)  Team  Fractal  OODE  Loop  for  EffecDvely  Understanding,  Influencing,  and  Improving  the  AcDons  of  Stakeholders  

 #1APEX.  Dr.  Rod  King.  [email protected]  &  hAp://businessmodels.ning.com  &  hAp://twiAer.com/RodKuhnKing  

Page 25: THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

Decider  2  

*  Plan/Prepare  *  Ideate/Confirm  

Executor  *  Build  (Prototype)  *  Experiment/Act  

Observer  *  Sense/Measure  *  Analyze/Monitor  

Orienter  *  Learn/Define  *  Empathize/POV  

Decider  1  

*  Strategize/Model  *  Explore/Locate  

Adap_ve  Planning  &  Execu_on  (APEX)  Team  Fractal  OODE  Loop  for  EffecDvely  Understanding,  Influencing,  and  Improving  the  AcDons  of  Stakeholders  

 #1APEX.  Dr.  Rod  King.  [email protected]  &  hAp://businessmodels.ning.com  &  hAp://twiAer.com/RodKuhnKing  

Page 26: THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

Decider  2  

*  Plan/Prepare  *  Ideate/Confirm  

Executor  *  Build  (Prototype)  *  Experiment/Act  

Observer  *  Sense/Measure  *  Analyze/Monitor  

Orienter  *  Learn/Define  *  Empathize/POV  

Decider  1  

*  Strategize/Model  *  Explore/Locate  

Adap_ve  Planning  &  Execu_on  (APEX)  Team  Fractal  OODE  Loop  for  EffecDvely  Understanding,  Influencing,  and  Improving  the  AcDons  of  Stakeholders  

JOB  TO  GET  DONE  (Task)  

 #1APEX.  Dr.  Rod  King.  [email protected]  &  hAp://businessmodels.ning.com  &  hAp://twiAer.com/RodKuhnKing  

Page 27: THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

Decider  2  

*  Plan/Prepare  *  Ideate/Confirm  

Executor  *  Build  (Prototype)  *  Experiment/Act  

Observer  *  Sense/Measure  *  Analyze/Monitor  

Orienter  *  Learn/Define  *  Empathize/POV  

Decider  1  

*  Strategize/Model  *  Explore/Locate  

Adap_ve  Planning  &  Execu_on  (APEX)  Team  Fractal  OODE  Loop  for  EffecDvely  Understanding,  Influencing,  and  Improving  the  AcDons  of  Stakeholders  

JOB  TO  GET  DONE  (Task)  

 #1APEX.  Dr.  Rod  King.  [email protected]  &  hAp://businessmodels.ning.com  &  hAp://twiAer.com/RodKuhnKing  

Page 28: THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

Decider  2  

*  Plan/Prepare  *  Ideate/Confirm  

Executor  *  Build  (Prototype)  *  Experiment/Act  

Observer  *  Sense/Measure  *  Analyze/Monitor  

Orienter  *  Learn/Define  *  Empathize/POV  

Decider  1  

*  Strategize/Model  *  Explore/Locate  

Adap_ve  Planning  &  Execu_on  (APEX)  Team  Fractal  OODE  Loop  for  EffecDvely  Understanding,  Influencing,  and  Improving  the  AcDons  of  Stakeholders  

JOB  TO  GET  DONE  (Task)  

 #1APEX.  Dr.  Rod  King.  [email protected]  &  hAp://businessmodels.ning.com  &  hAp://twiAer.com/RodKuhnKing  

q  Actor(s)  q  Tool(s)  q  Bus.  Model  q  Ecosystem  

EXTERNAL  REALITY  

Page 29: THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

Decider  2  

*  Plan/Prepare  *  Ideate/Confirm  

Executor  *  Build  (Prototype)  *  Experiment/Act  

Observer  *  Sense/Measure  *  Analyze/Monitor  

Orienter  *  Learn/Define  *  Empathize/POV  

Decider  1  

*  Strategize/Model  *  Explore/Locate  

Adap_ve  Planning  &  Execu_on  (APEX)  Team  Fractal  OODE  Loop  for  EffecDvely  Understanding,  Influencing,  and  Improving  the  AcDons  of  Stakeholders  

JOB  TO  GET  DONE  (Task)  

 #1APEX.  Dr.  Rod  King.  [email protected]  &  hAp://businessmodels.ning.com  &  hAp://twiAer.com/RodKuhnKing  

q  Actor(s)  q  Tool(s)  q  Bus.  Model  q  Ecosystem  

EXTERNAL  REALITY  

Page 30: THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

Decider  2  

*  Plan/Prepare  *  Ideate/Confirm  

Executor  *  Build  (Prototype)  *  Experiment/Act  

Observer  *  Sense/Measure  *  Analyze/Monitor  

Orienter  *  Learn/Define  *  Empathize/POV  

Decider  1  

*  Strategize/Model  *  Explore/Locate  

Adap_ve  Planning  &  Execu_on  (APEX)  Team  Fractal  OODE  Loop  for  EffecDvely  Understanding,  Influencing,  and  Improving  the  AcDons  of  Stakeholders  

SET  DESIGNER  

ANTHROPOLOGIST  

DIRECTOR  

COLLABORATOR  

STORYTELLER  

EXPERIENCE  ARCHITECT  

CAREGIVER  

HURDLER  

CROSS-­‐POLLINATOR  

EXPERIMENTER  

JOB  TO  GET  DONE  (Task)  

 #1APEX.  Dr.  Rod  King.  [email protected]  &  hAp://businessmodels.ning.com  &  hAp://twiAer.com/RodKuhnKing  

q  Actor(s)  q  Tool(s)  q  Bus.  Model  q  Ecosystem  

EXTERNAL  REALITY  

Page 31: THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

Decider  2  

*  Plan/Prepare  *  Ideate/Confirm  

Executor  *  Build  (Prototype)  *  Experiment/Act  

Observer  *  Sense/Measure  *  Analyze/Monitor  

Orienter  *  Learn/Define  *  Empathize/POV  

Decider  1  

*  Strategize/Model  *  Explore/Locate  

Adap_ve  Planning  &  Execu_on  (APEX)  Team  Fractal  OODE  Loop  for  EffecDvely  Understanding,  Influencing,  and  Improving  the  AcDons  of  Stakeholders  

SET  DESIGNER  

DIRECTOR  

COLLABORATOR  

STORYTELLER  

EXPERIENCE  ARCHITECT  

CAREGIVER  

HURDLER  

CROSS-­‐POLLINATOR  

EXPERIMENTER  

JOB  TO  GET  DONE  (Task)  

 #1APEX.  Dr.  Rod  King.  [email protected]  &  hAp://businessmodels.ning.com  &  hAp://twiAer.com/RodKuhnKing  

Vision/  Gap/  Scope/  Decisions  

Ideas/  Hypotheses/    (SpecificaTons)  

Features/  Product/  Service/  Business    Model  

Stories/  Data/  

Trade-­‐off  (SWOT)  

Strategy  (SaTsficer/OpTmizer  Idealizer)  

ANTHROPOLOGIST  

q  Actor(s)  q  Tool(s)  q  Bus.  Model  q  Ecosystem  

EXTERNAL  REALITY  

Page 32: THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

Decider  2  

*  Plan/Prepare  *  Ideate/Confirm  

Executor  *  Build  (Prototype)  *  Experiment/Act  

Observer  *  Sense/Measure  *  Analyze/Monitor  

Orienter  *  Learn/Define  *  Empathize/POV  

Decider  1  

*  Strategize/Model  *  Explore/Locate  

Adap_ve  Planning  &  Execu_on  (APEX)  Team  Fractal  OODE  Loop  for  EffecDvely  Understanding,  Influencing,  and  Improving  the  AcDons  of  Stakeholders  

SET  DESIGNER  

DIRECTOR  

COLLABORATOR  

STORYTELLER  

EXPERIENCE  ARCHITECT  

CAREGIVER  

HURDLER  

CROSS-­‐POLLINATOR  

EXPERIMENTER  

JOB  TO  GET  DONE  (Task)  

 #1APEX.  Dr.  Rod  King.  [email protected]  &  hAp://businessmodels.ning.com  &  hAp://twiAer.com/RodKuhnKing  

Vision/  Gap/  Scope/  Decisions  

Ideas/  Hypotheses/    (SpecificaTons)  

Features/  Product/  Service/  Business    Model  

Stories/  Data/  

Trade-­‐off  (SWOT)  

Strategy  (SaTsficer/OpTmizer  Idealizer)  

ANTHROPOLOGIST  

q  Actor(s)  q  Tool(s)  q  Bus.  Model  q  Ecosystem  

EXTERNAL  REALITY  

Who?  

Why?  

Where?  

How?  

What?  

When?  

Page 33: THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

Job-­‐To-­‐Get-­‐Done  (JTGD)  Chain  Simply  Observe  and  Collect  User  Stories  About  ……………………………………………………………………………..  

 #1APEX.  Dr.  Rod  King.  [email protected]  &  hAp://businessmodels.ning.com  &  hAp://twiAer.com/RodKuhnKing  

*  Who  uses  the  product?          *  Did  you  buy/obtain  product  for  yourself  or  someone  else?          *  What  is  the  rela>onship?  *  How  many  people  in  your  organiza>on  use  the  product?          *  With  whom  do  you  (internally/externally)  collaborate?  

*  What  is  your  role  in  organiza>on?          *  What  are  jobs-­‐to-­‐get-­‐done  in  daily  rou>ne?          *  What  products  are  used?  *  What  problems  do  the  products  solve?          *  What  struggles  did  you  have  before/during/ager  obtaining  products?  

*  How  did  you  first  hear  about  the  product?        *  How  long  did  you  search  before  you  bought  or  obtain  product?            *  How  did  you  feel  ager  buying  or  obtaining  the  product?          *  How  much  does  it  cost  to  obtain  product?  

*  Why  did  you  go  looking/shopping  for  the  product?          *  Why  did  you  choose  or  buy  the  product:  value  factors?    *  Would  you  recommend  the  product  to  another  customer?  [On  a  scale  from  0  (low)  to  10  (high)?]  Why?  

*  Where  is  the  product  offered/sold/used?          *  Where  did  you  obtain  or  buy  the  product:  online/offline/TV?  *  If  you  could  wave  a  magic  wand  and  let  a  problem  disappear,  where  would  that  problem  be?  

*  When  did  you  start  using  the  product?            *  When  do  you  most  enjoy  using  the  product:    How  do  you  feel?  *  When  do  problems  with  the  current  product  occur?          *  When  do  you  start  looking  for  another  product  or  subs>tute?  

Who?  

What?  

How?  

Why?  

Where?  

When?  

Page 34: THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

Adap_ve  Planning  &  Execu_on  (APEX)  Team    The  5  Super-­‐Personas,  Levels,  and  Tools  for  Rapidly  Managing  the  OODE  Loop  

                   APEX  Team                      (OODE  Tasks/“Jobs”)    

Knowledge  Tools  (Cockpit)  

Observer  q Observe/No>ce  q Sense/Measure  q Monitor  

Orienter  q Learn/Define  q Empathize/POV  q Analyze/Envision  

Decider  1  q Strategize  q Explore  q Locate  

Decider  2  q Plan  q Prepare  q  Ideate  

Executor  q Build/Do/Test  q Experiment  q Act/Respond  

JOB-­‐TO-­‐GET-­‐DONE  (JTGD)  

BEHAVIOR/TOOL(S)  

PAST  

(Before)  

PRESEN

T  (During)  

 

FUTU

RE  

(Age

r)  

 

ARCHETYPES  (InnovaTon  Personas/  APEX  Leadership)  

S  Y  S  T  E  M  (Organism)   INPUT   PROCESSING  (Blackbox)     OUTPUT  

Page 35: THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

       

 #PMYacht.  Dr.  Rod  King.  [email protected]  &  hAp://businessmodels.ning.com  &  hAp://twiAer.com/RodKuhnKing  

Project  Management  Big  Hairy  Audacious  Goal  (BHAG):  ………………………………………………………………..………………….………………………….  

RED  OCE

AN   BLU

E  OCEAN

 

COST                            (Pain)  

BENEFIT                      (Delight;  Revenue)  

VALUE  (Un/Happiness;  PROFIT)  

Processes/  Ac_vi_es  

Internal  Resources  

Inputs/  Partners    

Channels  &  Rela_on-­‐  ships  

Product/                    Service  

Customer  Segments  

Present  (Done):  Reality/Problem  

Future  (To  Do):  Scenario/SoluTon  

IMPACTS  -­‐   +  

                     Internal                        Resources  q Team:  Adapt-­‐      

ive  Planning  &  ExecuDon    (APEx)  Team  

q Core  Competencies  

q Core  Values  

(Habits/Tasks)    

Business  Model  Agility  

               

ENVIRON-­‐MENT  

Page 36: THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

We  are  Sailors  on  an  Ocean  of  Change  

We  are  sailors  on  an  ocean  of  change  

and  the  organiza_ons  we  are  part  of  

are  the  ships  we  sail.  We  cannot  sail  against  the  prevailing  winds,  

but  we  can  learn  to  work  with  the  wind  and  the  waves  and  

harness  their  energy    to  arrive  at  the  des_na_ons  we  aspire  to  reach.  

It  is  in  this  process  of  learning  that  some  of  our  greatest  opportuni_es  lie.  

Michael  Hugos,  Business  Agility  

Page 37: THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

ARE  YOU  READY  TO  SAIL  TO  

YOUR  BLUE  OCEAN  OF  SUCCESS?  

Page 38: THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

YES,  YOU  CAN  

Page 39: THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

Thank  You!  

Page 40: THE POWER OF ADAPTIVE PLANNING & EXECUTION (APEX): Sail to the Blue Ocean of Success

Dr.  Rod  King  [email protected]  

Wishing  You  All  the  Best  …