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Процессная модель APQC Retail (Розничная торговля)

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Процессная модель APQC Retail

Рисунок 1. Процессы верхнего уровня модели APQC Retail

Перечень процессов модели APQC Retail приведен ниже.

1. Develop Vision and Strategy

    1.1. Define the business concept and long-term vision

      1.1.1. Assess the external environment

        1.1.1.1. Analyze and evaluate competition

        1.1.1.2. Identify economic trends

        1.1.1.3. Identify political and regulatory issues

        1.1.1.4. Assess new technology innovations

        1.1.1.5. Analyze demographics

        1.1.1.6. Identify social and cultural changes

        1.1.1.7. Identify ecological concerns

      1.1.2. Survey market and determine customer needs and wants

        1.1.2.1. Conduct qualitative/quantitative assessments

        1.1.2.2. Capture and assess customer needs

      1.1.3. Perform internal analysis

        1.1.3.1. Analyze organizational characteristics

        1.1.3.2. Create baselines for current processes

        1.1.3.3. Analyze systems and technology

        1.1.3.4. Analyze financial positions

        1.1.3.5. Identify enterprise core competencies

      1.1.4. Establish strategic vision

        1.1.4.1. Align stakeholders around strategic vision

        1.1.4.2. Communicate strategic vision to stakeholders

      1.1.5. Conduct organization restructuring opportunities

        1.1.5.1. Identify restructuring opportunities

        1.1.5.2. Perform due-diligence

        1.1.5.3. Analyze deal options

          1.1.5.3.1. Evaluate acquisition options

          1.1.5.3.2. Evaluate merger options

          1.1.5.3.3. Evaluate de-merger options

          1.1.5.3.4. Evaluate divesture options

    1.2. Develop business strategy

      1.2.1. Develop overall mission statement

        1.2.1.1. Define current business

        1.2.1.2. Formulate mission

        1.2.1.3. Communicate mission

      1.2.2. Evaluate strategic options to achieve the objectives

        1.2.2.1. Define strategic options

        1.2.2.2. Assess and analyze impact of each option

        1.2.2.3. Develop sustainability strategy

        1.2.2.4. Develop global support and shared services strategy

        1.2.2.5. Develop Lean/continuous improvement strategy

      1.2.3. Select long-term business strategy

      1.2.4. Coordinate and align functional and process strategies

      1.2.5. Create organizational design (structure, governance, reporting, etc.)

        1.2.5.1. Evaluate breadth and depth of organizational structure

        1.2.5.2. Perform job-specific roles mapping and value-added analyses

        1.2.5.3. Develop role activity diagrams to assess hand-off activity

        1.2.5.4. Perform organization redesign workshops

        1.2.5.5. Design the relationships between organizational units

        1.2.5.6. Develop role analysis and activity diagrams for key processes

        1.2.5.7. Assess organizational implication of feasible alternatives

        1.2.5.8. Migrate to new organization

      1.2.6. Develop and set organizational goals

      1.2.7. Formulate business unit strategies

    1.3. Manage strategic initiatives

      1.3.1. Develop strategic initiatives

      1.3.2. Evaluate strategic initiatives

      1.3.3. Select strategic initiatives

      1.3.4. Establish high-level measures

2. Develop and Manage Customer Experience

    2.1. Operate direct channels

      2.1.1. Develop and manage online experience

        2.1.1.1. Determine online assortment

        2.1.1.2. Develop page layouts

        2.1.1.3. Develop site layout

      2.1.2. Provide customer self-service

        2.1.2.1. Assess opportunities for self-service

        2.1.2.2. Develop self-service delivery solutions

        2.1.2.3. Assess and improve self-service delivery experience

      2.1.3. Manage shopping cart

        2.1.3.1. Track shopping cart adds and deletes

        2.1.3.2. Develop business rules to increase conversions

        2.1.3.3. Monitor performance and adjust rules

        2.1.3.4. Accept payments

      2.1.4. Develop and manage catalog

        2.1.4.1. Determine catalog assortment

        2.1.4.2. Develop catalog format and covers

        2.1.4.3. Develop page layouts

        2.1.4.4. Manage printing and distribution

      2.1.5. Analyze performance (page, etc.)

        2.1.5.1. Develop metrics for on-line and catalog performance

        2.1.5.2. Collect performance data

        2.1.5.3. Analyze performance

        2.1.5.4. Develop plan for improvements

      2.1.6. Manage customer product reviews

        2.1.6.1. Solicit customers to provide online reviews

        2.1.6.2. Review customer feedback

        2.1.6.3. Develop action plan to improve customer satisfaction

    2.2. Develop and manage retail store channel

      2.2.1. Build store format and site plan

        2.2.1.1. Develop store format requirements

        2.2.1.2. Develop site plan based on overall business strategy

      2.2.2. Develop store layouts

        2.2.2.1. Create floor plans for each store

        2.2.2.2. Design seasonal layouts (planograms)

        2.2.2.3. Test store layouts in concept store

        2.2.2.4. Assess and adjust store layouts

      2.2.3. Manage store collaboration

        2.2.3.1. Develop communications plan for store to HQ communication

        2.2.3.2. Act on store feedback

        2.2.3.3. Provide store performance information to the store

        2.2.3.4. Send merchandising execution to stores

        2.2.3.5. Develop training programs

    2.3. Operate retail store

      2.3.1. Operate customer checkout

        2.3.1.1. Process customer purchases

        2.3.1.2. Accept payments

        2.3.1.3. Maintain customer checkout area

      2.3.2. Operate in-store customer service desk

        2.3.2.1. Accept returns

        2.3.2.2. Process special orders

        2.3.2.3. Process layaway purchases

        2.3.2.4. Handle special requests

        2.3.2.5. Handle complaints

        2.3.2.6. Manage store pick-up orders

      2.3.3. Provide floor customer service

        2.3.3.1. Provide product expertise

        2.3.3.2. Assist in locating products

        2.3.3.3. Assist in handling products

        2.3.3.4. Enhance customer experience

        2.3.3.5. Provide specialty services

      2.3.4. Manage store inventory

        2.3.4.1. Receive deliveries

        2.3.4.2. Restock shelves

        2.3.4.3. Monitor and remedy out of stocks

        2.3.4.4. Perform cycle counts

        2.3.4.5. Check cross-store inventory

        2.3.4.6. Respond to cross-store inventory requests

      2.3.5. Manage cash

        2.3.5.1. Develop and execute store cash management policy and procedures

        2.3.5.2. Sign out cash drawers

        2.3.5.3. Close and reconcile cash drawers

        2.3.5.4. Reconcile receipts

        2.3.5.5. Deposit cash

      2.3.6. Plan and manage workforce

        2.3.6.1. Estimate workload

        2.3.6.2. Schedule labor

        2.3.6.3. Assign tasks

        2.3.6.4. Approve overtime

        2.3.6.5. Monitor and adjust labor levels

      2.3.7. Execute floor merchandising and promotions

        2.3.7.1. Arrange floor displays and merchandise

        2.3.7.2. Maintain shelf tagging

        2.3.7.3. Maintain signage

        2.3.7.4. Manage floor fixtures

        2.3.7.5. Execute promotional activities

      2.3.8. Analyze and manage store performance

        2.3.8.1. Review and analyze key metrics and KPIs for store

        2.3.8.2. Develop and implement action plans to improve performance

      2.3.9. Manage regulatory compliance

        2.3.9.1. Develop compliance training program

        2.3.9.2. Monitor compliance with channel-specific regulatory requirements

        2.3.9.3. Report and rectify violations

    2.4. Develop and manage omni channel

      2.4.1. Define and manage channel strategy

        2.4.1.1. Evaluate channel attributes and partners

        2.4.1.2. Determine channel fit with target segments

        2.4.1.3. Select channels for target segments

      2.4.2. Develop customer service strategy

        2.4.2.1. Develop customer service segmentation/prioritization (e.g., tiers)

          2.4.2.1.1. Analyze existing customers

          2.4.2.1.2. Analyze feedback of customer needs

        2.4.2.2. Define customer service policies and procedures

        2.4.2.3. Establish service levels for customers

      2.4.3. Analyze channel performance

        2.4.3.1. Establish channel-specific metrics and targets

        2.4.3.2. Monitor and report performance

        2.4.3.3. Monitor and report events influencing factors (weather, disasters, etc.)

      2.4.4. Prevent loss

        2.4.4.1. Monitor suspicious activity

        2.4.4.2. Monitor return merchandise patterns

        2.4.4.3. Develop loss-prevention training program

        2.4.4.4. Assess and remedy potential dangerous conditions

      2.4.5. Develop and manage operations policy and procedures

        2.4.5.1. Develop store operating procedures

          2.4.5.1.1. Develop procedures for returns

          2.4.5.1.2. Develop procedures for layaway

          2.4.5.1.3. Develop procedures for special orders

          2.4.5.1.4. Develop procedures for store pickup

        2.4.5.2. Develop operations policies and procedures training program

      2.4.6. Manage omni-channel experience (relationship)

        2.4.6.1. Define omni-channel strategy

        2.4.6.2. Define omni-channel requirements

        2.4.6.3. Develop omni-channel policies and procedures

        2.4.6.4. Manage omni-channel customer information

        2.4.6.5. Orchestrate seamless omni-channel experience

    2.5. Manage customer relationship

      2.5.1. Define customer service policies and procedures

        2.5.1.1. Develop call center operating procedures

          2.5.1.1.1. Develop operating procedures for orders

          2.5.1.1.2. Develop operating procedures for returns

          2.5.1.1.3. Develop operating procedures for complaints

        2.5.1.2. Develop customer scripts for policies

        2.5.1.3. Develop training for call center associates

      2.5.2. Measure and evaluate customer satisfaction

        2.5.2.1. Measure customer satisfaction with customer requests/inquiries handling

          2.5.2.1.1. Gather and solicit post-sale customer feedback on products and services

          2.5.2.1.2. Solicit post-sale customer feedback on ad effectiveness

          2.5.2.1.3. Analyze product and service satisfaction data and identify improvement opportunities

          2.5.2.1.4. Provide customer feedback to product management on products and services

        2.5.2.2. Measure customer satisfaction with customer-complaint handling and resolution

          2.5.2.2.1. Solicit customer feedback on complaint handling and resolution

          2.5.2.2.2. Analyze customer complaint data and identify improvement opportunities

        2.5.2.3. Measure customer satisfaction with products and services

          2.5.2.3.1. Gather and solicit post-sale customer feedback on products and services

          2.5.2.3.2. Solicit post-sale customer feedback on ad effectiveness

          2.5.2.3.3. Analyze product and service satisfaction data and identify improvement opportunities

          2.5.2.3.4. Provide customer feedback to product management on products and services

        2.5.2.4. Measure customer satisfaction with ordering experience

      2.5.3. Maintain customer master data

        2.5.3.1. Collect and merge internal and third-party customer information

        2.5.3.2. De-duplicate customer data

        2.5.3.3. Create and manage households

        2.5.3.4. Maintain demographic and purchase history information

3. Market Products and Services

    3.1. Perform customer and market analysis

      3.1.1. Perform analysis

        3.1.1.1. Define and manage personas

        3.1.1.2. Conduct customer and market research

        3.1.1.3. Identify market segments

        3.1.1.4. Analyze market and industry trends

        3.1.1.5. Analyze competing organizations, competitive/substitute products

        3.1.1.6. Evaluate existing products/brands

        3.1.1.7. Assess internal and external business environment

      3.1.2. Evaluate and prioritize market opportunities

        3.1.2.1. Quantify market opportunities

        3.1.2.2. Determine target segments

        3.1.2.3. Prioritize opportunities consistent with capabilities and overall business strategy

        3.1.2.4. Validate opportunities

      3.1.3. Track and respond to shopper insight

        3.1.3.1. Track customer site activity

        3.1.3.2. Track customer purchase patterns

        3.1.3.3. Develop business rules to provide personalized offers

        3.1.3.4. Monitor effectiveness and adjust offers

    3.2. Market to customers

      3.2.1. Promote and manage brands

        3.2.1.1. Define unique brand positioning

        3.2.1.2. Align market strategy (product assortment, pricing, merchandising, etc.) to align to positioning

        3.2.1.3. Determine strategic investment plan (% breakout of build awareness vs customer acquisition and retention, etc.)

        3.2.1.4. Manage brand licensing and usage

        3.2.1.5. Measure and reassess activities against strategy, plan, and investment

      3.2.2. Develop and manage promotional activities

        3.2.2.1. Define promotional concepts

        3.2.2.2. Plan and test promotional activities

        3.2.2.3. Execute promotional activities

        3.2.2.4. Evaluate promotional performance metrics

        3.2.2.5. Refine promotional performance metrics

        3.2.2.6. Incorporate learning into future/planned promotions

      3.2.3. Manage social media

        3.2.3.1. Develop social media strategy

        3.2.3.2. Define social media performance metrics

        3.2.3.3. Monitor and respond to social media activity

        3.2.3.4. Execute social media campagins

        3.2.3.5. Evaluate social media performance metrics

      3.2.4. Develop and manage media campaigns

        3.2.4.1. Define media objectives

        3.2.4.2. Develop marketing messages

        3.2.4.3. Define target audience

        3.2.4.4. Engage media provider

        3.2.4.5. Develop and execute advertising

        3.2.4.6. Develop and execute other marketing campaigns/programs

        3.2.4.7. Assess brand/product marketing plan performance

      3.2.5. Manage product marketing content

        3.2.5.1. Manage product images

        3.2.5.2. Manage product copy

      3.2.6. Develop and manage customer loyalty programs

        3.2.6.1. Determine customer loyalty/lifetime value

        3.2.6.2. Analyze customer revenue trend

        3.2.6.3. Analyze customer attrition and retention rates

        3.2.6.4. Analyze customer metrics

        3.2.6.5. Revise customer strategies, objectives, and plans based on metrics

        3.2.6.6. Define and manage customer loyalty program benefits and events

4. Merchandise Products and Services

    4.1. Develop product plan

      4.1.1. Develop category plan

        4.1.1.1. Analyze category/product positioning and performance

        4.1.1.2. Forecast category demand by market/channel

        4.1.1.3. Assign revenue and margin targets to each category

      4.1.2. Define assortment plan

        4.1.2.1. Define cross-sell/up-sell substitutes

        4.1.2.2. Evaluate performance of existing products/services against market opportunities

        4.1.2.3. Define product/service requirements

          4.1.2.3.1. Identify potential improvements to existing products and services

          4.1.2.3.2. Identify potential new products and services

        4.1.2.4. Develop product plan to meet category goals

        4.1.2.5. Develop item assortment plan

        4.1.2.6. Develop and manage packaging strategy

          4.1.2.6.1. Plan packaging strategy

          4.1.2.6.2. Test packaging options

          4.1.2.6.3. Execute packaging strategy

          4.1.2.6.4. Refine packaging

      4.1.3. Develop and manage sales and pricing plan

        4.1.3.1. Gather current and historic order information

        4.1.3.2. Analyze sales trends and patterns

        4.1.3.3. Generate sales forecast

        4.1.3.4. Analyze historical and planned promotions and events

        4.1.3.5. Generate open-to-buy orders

      4.1.4. Develop allocation plan

        4.1.4.1. Assess channel and store demand for products and services

        4.1.4.2. Forecast channel and store demand for products and services

        4.1.4.3. Develop inventory allocation plan

        4.1.4.4. Monitor and adjust inventory levels to meet demand

      4.1.5. Manage product lifecycle

        4.1.5.1. Introduce new products/services

        4.1.5.2. Execute pricing plan

        4.1.5.3. Monitor sales and margin performance

        4.1.5.4. Retire outdated products/services

    4.2. Manage product development lifecycle

      4.2.1. Develop manufacturing outsourcing strategy

        4.2.1.1. Assess manufacturer capabilities vs requirements

        4.2.1.2. Assess availability of materials

        4.2.1.3. Set market penetration targets

        4.2.1.4. Prepare business case

      4.2.2. Design products

        4.2.2.1. Develop product/service design specifications

        4.2.2.2. Document design specifications

        4.2.2.3. Conduct mandatory and elective external reviews (legal, regulatory, standards, internal)

        4.2.2.4. Build prototypes

      4.2.3. Procure materials

        4.2.3.1. Assess material requirements across product lines

        4.2.3.2. Contract with material suppliers

        4.2.3.3. Issue material purchase orders

      4.2.4. Contract with manufacturers

        4.2.4.1. Collaborate on design with suppliers and contract manufacturers

        4.2.4.2. Establish manufacturer metrics

        4.2.4.3. Contract with manufacturers

      4.2.5. Manage production

        4.2.5.1. Integrate with demand management

        4.2.5.2. Manage logistics

        4.2.5.3. Monitor production vs metrics

        4.2.5.4. Provide feedback to manufacturer and adjust contract

        4.2.5.5. Monitor quality of product and adjust process

        4.2.5.6. Provide end-to-end supply chain visibility

    4.3. Source products

      4.3.1. Develop sourcing plans

        4.3.1.1. Develop procurement plan

        4.3.1.2. Clarify purchasing requirements

        4.3.1.3. Develop inventory strategy

        4.3.1.4. Match needs to supply capabilities

        4.3.1.5. Analyze company spend profile

        4.3.1.6. Seek opportunities to improve efficiency and value

        4.3.1.7. Collaborate with suppliers to identify sourcing opportunities

        4.3.1.8. Negotiate trade agreements with vendors

      4.3.2. Purchase product

        4.3.2.1. Process/Review requisitions

        4.3.2.2. Approve requisitions

        4.3.2.3. Solicit/Track vendor quotes

        4.3.2.4. Create/Distribute purchase orders

        4.3.2.5. Expedite orders and satisfy inquiries

        4.3.2.6. Record receipt of goods

        4.3.2.7. Research/Resolve exceptions

      4.3.3. Manage supplier performance

        4.3.3.1. Monitor/Manage supplier information

        4.3.3.2. Prepare/Analyze procurement and vendor performance

        4.3.3.3. Monitor quality of product delivered

      4.3.4. Select suppliers and develop/maintain contracts

        4.3.4.1. Select suppliers

        4.3.4.2. Certify and validate suppliers

        4.3.4.3. Negotiate and establish contracts

        4.3.4.4. Manage contracts

        4.3.4.5. Negotiate supplier/vendor trade spend

      4.3.5. Manage demand

        4.3.5.1. Develop baseline forecasts

        4.3.5.2. Collaborate with customers

        4.3.5.3. Evaluate and revise forecasting approach

        4.3.5.4. Measure forecast accuracy

        4.3.5.5. Develop replenishment orders

      4.3.6. Manage product master data

        4.3.6.1. Create new item

        4.3.6.2. Create item attributes

        4.3.6.3. Maintain product attributes

5. Deliver Products

    5.1. Operate warehouse

      5.1.1. Plan warehouse layout and operations

        5.1.1.1. Establish distribution planning constraints

          5.1.1.1.1. Establish distribution center layout constraints

          5.1.1.1.2. Establish inventory management constraints

          5.1.1.1.3. Establish transportation management constraints

        5.1.1.2. Determine product inventory requirements at destination

        5.1.1.3. Plan inbound material receipts

        5.1.1.4. Plan outbound product flow

      5.1.2. Manage inventory

        5.1.2.1. Plan inventory and replenishment levels

        5.1.2.2. Track quantity and location of items

        5.1.2.3. Determine lot numbering system

        5.1.2.4. Determine lot usage

        5.1.2.5. Track and manage lots and serial numbered items

        5.1.2.6. Track inventory deployment

        5.1.2.7. Receive, inspect, and store inbound deliveries

        5.1.2.8. Track product availability

        5.1.2.9. Track inventory accuracy

        5.1.2.10. Track third-party logistics storage and shipping performance

        5.1.2.11. Manage physical finished goods inventory

        5.1.2.12. Prepare items/products for sale

        5.1.2.13. Repackage items into SKUs

      5.1.3. Manage loading docks and yard

        5.1.3.1. Analyze and forecast yard/dock traffic

        5.1.3.2. Execute yard and dock schedules

        5.1.3.3. Adjust schedules

      5.1.4. Pick, pack, and ship

        5.1.4.1. Analyze product velocities

        5.1.4.2. Develop pick plan/patterns

        5.1.4.3. Generate pick lists and pick

        5.1.4.4. Pack orders and apply shipping labels

        5.1.4.5. Load trucks

      5.1.5. Plan and manage workforce

        5.1.5.1. Estimate workload

        5.1.5.2. Schedule labor

        5.1.5.3. Approve overtime

        5.1.5.4. Assign and manage tasks

        5.1.5.5. Monitor and adjust labor level

      5.1.6. Manage returns

        5.1.6.1. Authorize and process returns

        5.1.6.2. Perform reverse logistics

        5.1.6.3. Perform salvage activities

        5.1.6.4. Manage and process warranty claims

        5.1.6.5. Manage repair/refurbishment and return to customer/stock

      5.1.7. Transfer product cross-dock

    5.2. Manage transportation and logistics

      5.2.1. Define distribution plan

        5.2.1.1. Analyze sources and destinations of goods

        5.2.1.2. Analyze average and peak goods flows and lead times

        5.2.1.3. Identify and assess transportation and storage alternatives

        5.2.1.4. Develop overall distribution plan

        5.2.1.5. Assess performance and adjust plan

      5.2.2. Plan transportation network

        5.2.2.1. Assess current transportation network performance

        5.2.2.2. Select transportation suppliers

        5.2.2.3. Negotiate contracts with transportation suppliers

        5.2.2.4. Optimize transportation schedules and costs

        5.2.2.5. Define key performance measures

        5.2.2.6. Define routing policies

      5.2.3. Plan and manage inbound product flow

        5.2.3.1. Manage inbound product flow

        5.2.3.2. Monitor inbound delivery performance

        5.2.3.3. Manage flow of returned products

      5.2.4. Manage imports/exports

        5.2.4.1. Understand import/export laws and regulations

        5.2.4.2. Establish policies and procedures

        5.2.4.3. Monitor import/export activities for compliance

        5.2.4.4. Report and resolve violations

      5.2.5. Operate outbound transportation

        5.2.5.1. Plan, transport, and deliver outbound product

        5.2.5.2. Manage transportation fleet

        5.2.5.3. Process and audit carrier invoices and documents

        5.2.5.4. Plan carriers and routes

        5.2.5.5. Contract transportation suppliers

        5.2.5.6. Optimize backhaul opportunities

      5.2.6. Track carrier performance

    5.3. Manage enterprise inventory

      5.3.1. Replenish retail stores

        5.3.1.1. Monitor retail store inventory levels

        5.3.1.2. Generate replenishment orders

        5.3.1.3. Execute replenishment orders from warehouse

      5.3.2. Balance enterprise inventory

        5.3.2.1. Allocate inventory to stores

        5.3.2.2. Monitor and adjust inventory levels

        5.3.2.3. Balance inventory to maximize sales

        5.3.2.4. Manage ship from store and store pickup inventory levels

        5.3.2.5. Manage pullbacks from stores

      5.3.3. Replenish fulfillment centers

        5.3.3.1. Monitor enterprise inventory levels

        5.3.3.2. Generate purchase orders

        5.3.3.3. Receive and distribute replenishment orders from suppliers

    5.4. Manage direct-to-store-delivery

6. Develop and Manage Human Capital

    6.1. Develop and manage human resources (HR) planning, policies, and strategies

      6.1.1. Develop human resources strategy

        6.1.1.1. Identify strategic HR needs

        6.1.1.2. Define HR and business function roles and accountability

        6.1.1.3. Determine HR costs

        6.1.1.4. Establish HR measures

        6.1.1.5. Communicate HR strategies

      6.1.2. Develop and implement human resources plans

        6.1.2.1. Gather skill requirements according to corporate strategy and market environment

        6.1.2.2. Plan employee resourcing requirements per unit/organization

        6.1.2.3. Develop compensation plan

        6.1.2.4. Develop succession plan

        6.1.2.5. Develop employee diversity plan

        6.1.2.6. Develop other HR programs

        6.1.2.7. Develop HR policies

        6.1.2.8. Administer HR policies

        6.1.2.9. Plan employee benefits

        6.1.2.10. Develop strategy for HR systems/technologies/tools

        6.1.2.11. Develop work force strategy models

      6.1.3. Monitor and update plans

        6.1.3.1. Measure realization of objectives

        6.1.3.2. Measure contribution to business strategy

        6.1.3.3. Communicate plans and provide updates to stakeholders

        6.1.3.4. Review and revise HR plans

      6.1.4. Develop competency management models

    6.2. Recruit, source, and select employees

      6.2.1. Manage employee requisitions

        6.2.1.1. Align staffing plan to work force plan and business unit strategies/resource needs

        6.2.1.2. Develop and open job requisitions

        6.2.1.3. Develop job descriptions

        6.2.1.4. Post requisitions

        6.2.1.5. Manage internal/external job posting Web sites

        6.2.1.6. Modify requisitions

        6.2.1.7. Notify hiring manager

        6.2.1.8. Manage requisition dates

      6.2.2. Recruit/Source candidates

        6.2.2.1. Determine recruitment methods and channels

        6.2.2.2. Perform recruiting activities/events

        6.2.2.3. Manage recruitment vendors

        6.2.2.4. Manage employee referral programs

        6.2.2.5. Manage recruitment channels

      6.2.3. Screen and select candidates

        6.2.3.1. Identify and deploy candidate selection tools

        6.2.3.2. Interview candidates

        6.2.3.3. Test candidates

        6.2.3.4. Select and reject candidates

        6.2.3.5. Obtain candidate background information

        6.2.3.6. Conduct pre-employment screening

        6.2.3.7. Recommend/Not recommend candidate

      6.2.4. Manage new hire/re-hire

        6.2.4.1. Draw up and make offer

        6.2.4.2. Negotiate offer

        6.2.4.3. Hire candidate

      6.2.5. Manage Applicant Information

        6.2.5.1. Create applicant record

        6.2.5.2. Manage/Track applicant data

        6.2.5.3. Archive and retain records of non-hires

    6.3. Develop and counsel employees

      6.3.1. Manage employee orientation and deployment

        6.3.1.1. Create/Maintain employee on-boarding program

        6.3.1.2. Evaluate the effectiveness of employee on-boarding program

        6.3.1.3. Execute onboarding program

      6.3.2. Manage employee performance

        6.3.2.1. Define performance objectives

        6.3.2.2. Review, appraise, and manage employee performance

        6.3.2.3. Evaluate and review performance program

      6.3.3. Manage employee relations

        6.3.3.1. Manage health and safety

        6.3.3.2. Manage labor relations

        6.3.3.3. Manage collective bargaining process

        6.3.3.4. Manage labor management partnerships

      6.3.4. Manage employee development

        6.3.4.1. Define employee development guidelines

        6.3.4.2. Develop employee career plans

        6.3.4.3. Manage employee skills development

      6.3.5. Develop and train employees

        6.3.5.1. Align employee and organization development needs

        6.3.5.2. Align learning programs with competencies

        6.3.5.3. Establish training needs by analysis of required and available skills

        6.3.5.4. Develop, conduct, and manage employee and/or management training programs

    6.4. Reward and retain employees

      6.4.1. Develop and manage reward, recognition, and motivation programs

        6.4.1.1. Develop salary/compensation structure and plan

        6.4.1.2. Develop benefits and reward plan

        6.4.1.3. Perform competitive analysis of benefit and rewards

        6.4.1.4. Identify compensation requirements based on financial, benefits, and HR policies

        6.4.1.5. Administer compensation and rewards to employees

        6.4.1.6. Reward and motivate employees

      6.4.2. Manage and administer benefits

        6.4.2.1. Deliver employee benefits program

        6.4.2.2. Administer benefit enrollment

        6.4.2.3. Process claims

        6.4.2.4. Perform benefit reconciliation

      6.4.3. Manage employee assistance and retention

        6.4.3.1. Deliver programs to support work/life balance for employees

        6.4.3.2. Develop family support systems

        6.4.3.3. Review retention and motivation indicators

        6.4.3.4. Review compensation plan

      6.4.4. Administer payroll

    6.5. Redeploy and retire employees

      6.5.1. Manage promotion and demotion process

      6.5.2. Manage separation

      6.5.3. Manage retirement

      6.5.4. Manage leave of absence

      6.5.5. Develop and implement employee outplacement

      6.5.6. Manage deployment of personnel

      6.5.7. Relocate employees, and manage assignments

      6.5.8. Manage expatriates

    6.6. Manage employee information and analytics

      6.6.1. Manage reporting processes

      6.6.2. Manage employee inquiry process

      6.6.3. Manage and maintain employee data

      6.6.4. Manage human resource information systems (HRIS)

      6.6.5. Develop and manage employee metrics

      6.6.6. Develop and manage time and attendance systems

      6.6.7. Manage employee communication

        6.6.7.1. Manage/Collect employee suggestions and perform employee research

        6.6.7.2. Manage employee grievances

    6.7. Manage employee communication

      6.7.1. Develop employee communication plan

      6.7.2. Deliver employee communications

7. Manage Information Technology

    7.1. Manage the business of information technology

      7.1.1. Develop the enterprise IT strategy

        7.1.1.1. Build strategic intelligence

        7.1.1.2. Identify long-term IT needs of the enterprise in collaboration with stakeholders

        7.1.1.3. Define strategic standards, guidelines, and principles

        7.1.1.4. Define and establish IT architecture and development standards

        7.1.1.5. Define strategic vendors for IT components

        7.1.1.6. Establish IT governance organization and processes

        7.1.1.7. Build strategic plan to support business objectives

      7.1.2. Define the enterprise architecture

        7.1.2.1. Establish the enterprise architecture definition

        7.1.2.2. Confirm enterprise architecture maintenance approach

        7.1.2.3. Maintain the relevance of the enterprise architecture

        7.1.2.4. Act as clearinghouse for IT research and innovation

        7.1.2.5. Govern the enterprise architecture

      7.1.3. Manage the IT portfolio

        7.1.3.1. Establish the IT portfolio

        7.1.3.2. Analyze and evaluate the value of the IT portfolio for the enterprise

        7.1.3.3. Provision resources in accordance with strategic priorities

      7.1.4. Perform IT research and innovation

        7.1.4.1. Research technologies to innovate IT services and solutions

        7.1.4.2. Transition viable technologies for IT services and solutions development

      7.1.5. Evaluate and communicate IT business value and performance

        7.1.5.1. Establish and monitor key performance indicators

        7.1.5.2. Evaluate IT plan performance

        7.1.5.3. Communicate IT value

    7.2. Develop and manage IT customer relationships

      7.2.1. Develop IT services and solutions strategy

        7.2.1.1. Research IT services and solutions to address business and user requirements

        7.2.1.2. Translate business and user requirements into IT services and solutions requirements

        7.2.1.3. Formulate IT services and solutions strategic initiatives

        7.2.1.4. Coordinate strategies with internal stakeholders to ensure alignment

        7.2.1.5. Evaluate and select IT services and solutions strategic initiatives

      7.2.2. Develop and manage IT service levels

        7.2.2.1. Create and maintain the IT services and solutions catalog

        7.2.2.2. Establish and maintain business and IT service-level agreements

        7.2.2.3. Evaluate and report service-level attainment results

        7.2.2.4. Communicate business and IT service-level improvement opportunities

      7.2.3. Perform demand-side management (DSM) for IT services

        7.2.3.1. Analyze IT services and solutions consumption and usage

        7.2.3.2. Develop and implement incentive programs that improve consumption efficiency

        7.2.3.3. Develop volume/unit forecast for IT services and solutions

      7.2.4. Manage IT customer satisfaction

        7.2.4.1. Capture and analyze customer satisfaction

        7.2.4.2. Assess and communicate customer satisfaction patterns

        7.2.4.3. Initiate improvements based on customer satisfaction patterns

      7.2.5. Market IT services and solutions

        7.2.5.1. Develop IT services and solutions marketing strategy

        7.2.5.2. Develop and manage IT customer strategy

        7.2.5.3. Manage IT services and solutions advertising and promotional campaigns

        7.2.5.4. Process and track IT services and solutions orders

    7.3. Develop and implement security, privacy, and data protection controls

      7.3.1. Establish information security, privacy, and data protection strategies and levels

      7.3.2. Test, evaluate, and implement information security and privacy and data protection controls

    7.4. Manage enterprise information

      7.4.1. Develop information and content management strategies

        7.4.1.1. Understand information and content management needs and the role of IT services for executing the business strategy

        7.4.1.2. Assess the information and content management implications of new technologies

        7.4.1.3. Identify and prioritize information and content management actions

      7.4.2. Define the enterprise information architecture

        7.4.2.1. Define information elements, composite structure, logical relationships and constraints, taxonomy, and derivation rules

        7.4.2.2. Define information access requirements

        7.4.2.3. Establish data custodianship

        7.4.2.4. Manage changes to content data architecture requirements

      7.4.3. Manage information resources

        7.4.3.1. Define the enterprise information/data policies and standards

        7.4.3.2. Develop and implement data and content administration

      7.4.4. Perform enterprise data and content management

        7.4.4.1. Define sources and destinations of content data

        7.4.4.2. Manage technical interfaces to users of content

        7.4.4.3. Manage retention, revision, and retirement of enterprise information

    7.5. Develop and maintain information technology solutions

      7.5.1. Develop the IT development strategy

        7.5.1.1. Establish sourcing strategy for IT development

        7.5.1.2. Define development processes, methodologies, and tools standards

        7.5.1.3. Select development methodologies and tools

      7.5.2. Perform IT services and solutions life cycle planning

        7.5.2.1. Plan development of new requirements

        7.5.2.2. Plan development of feature and functionality enhancement

        7.5.2.3. Develop life cycle plan for IT services and solutions

      7.5.3. Develop and maintain IT services and solutions architecture

        7.5.3.1. Create IT services and solutions architecture

        7.5.3.2. Revise IT services and solutions architecture

        7.5.3.3. Retire IT services and solutions architecture

      7.5.4. Create IT services and solutions

        7.5.4.1. Understand confirmed requirements

        7.5.4.2. Design IT services and solutions

        7.5.4.3. Acquire/Develop IT service/solution components

        7.5.4.4. Train services and solutions resources

        7.5.4.5. Test IT services/solutions

        7.5.4.6. Confirm customer acceptance

      7.5.5. Maintain IT services and solutions

        7.5.5.1. Understand upkeep/enhance requirements and defect analysis

        7.5.5.2. Design change to existing IT service/solution

        7.5.5.3. Acquire/Develop changed IT service/solution component

        7.5.5.4. Test IT service/solution change

        7.5.5.5. Retire solutions and services

    7.6. Deploy information technology solutions

      7.6.1. Develop the IT deployment strategy

        7.6.1.1. Establish IT services and solutions change policies

        7.6.1.2. Define deployment process, procedures, and tools standards

        7.6.1.3. Select deployment methodologies and tools

      7.6.2. Plan and implement changes

        7.6.2.1. Plan change deployment

        7.6.2.2. Communicate changes to stakeholders

        7.6.2.3. Administer change schedule

        7.6.2.4. Train impacted users

        7.6.2.5. Distribute and install change

        7.6.2.6. Verify change

      7.6.3. Plan and manage releases

        7.6.3.1. Understand and coordinate release design and acceptance

        7.6.3.2. Plan release rollout

        7.6.3.3. Distribute and install release

        7.6.3.4. Verify release

    7.7. Deliver and support information technology services

      7.7.1. Develop IT services and solution delivery strategy

        7.7.1.1. Establish sourcing strategy for IT delivery

        7.7.1.2. Define delivery processes, procedures, and tools standards

        7.7.1.3. Select delivery methodologies and tools

      7.7.2. Develop IT support strategy

        7.7.2.1. Establish sourcing strategy for IT support

        7.7.2.2. Define IT support services

      7.7.3. Manage IT infrastructure resources

        7.7.3.1. Manage IT inventory and assets

        7.7.3.2. Manage IT resource capacity

      7.7.4. Manage IT infrastructure operations

        7.7.4.1. Deliver IT services and solutions

        7.7.4.2. Perform IT operations support services

      7.7.5. Support IT services and solutions

        7.7.5.1. Manage availability

        7.7.5.2. Manage facilities

        7.7.5.3. Manage backup/recovery

        7.7.5.4. Manage performance and capacity

        7.7.5.5. Manage incidents

        7.7.5.6. Manage problems

        7.7.5.7. Manage inquiries

8. Manage Financial Resources

    8.1. Perform planning and management accounting

      8.1.1. Perform planning/budgeting/forecasting

        8.1.1.1. Develop and maintain budget policies and procedures

        8.1.1.2. Prepare periodic budgets and plans

        8.1.1.3. Prepare periodic financial forecasts

      8.1.2. Perform cost accounting and control

        8.1.2.1. Perform inventory accounting

        8.1.2.2. Perform cost of sales analysis

        8.1.2.3. Perform product costing

        8.1.2.4. Perform variance analysis

        8.1.2.5. Report on profitability

      8.1.3. Perform cost management

        8.1.3.1. Determine key cost drivers

        8.1.3.2. Measure cost drivers

        8.1.3.3. Determine critical activities

        8.1.3.4. Manage asset resource deployment and utilization

      8.1.4. Evaluate and manage financial performance

        8.1.4.1. Assess customer and product profitability

        8.1.4.2. Evaluate new products

        8.1.4.3. Perform life cycle costing

        8.1.4.4. Optimize customer and product mix

        8.1.4.5. Track performance of new-customer and product strategies

        8.1.4.6. Prepare activity-based performance measures

        8.1.4.7. Manage continuous cost improvement

    8.2. Perform revenue accounting

      8.2.1. Process customer credit

        8.2.1.1. Establish credit policies

        8.2.1.2. Analyze/Approve new account applications

        8.2.1.3. Review existing accounts

        8.2.1.4. Produce credit/collection reports

        8.2.1.5. Reinstate or suspend accounts based on credit policies

      8.2.2. Invoice customer

        8.2.2.1. Maintain customer/product master files

        8.2.2.2. Generate customer billing data

        8.2.2.3. Transmit billing data to customers

        8.2.2.4. Post receivable entries

        8.2.2.5. Resolve customer billing inquiries

      8.2.3. Process accounts receivable (AR)

        8.2.3.1. Establish AR policies

        8.2.3.2. Receive/Deposit customer payments

        8.2.3.3. Apply cash remittances

        8.2.3.4. Prepare AR reports

        8.2.3.5. Post AR activity to the general ledger

      8.2.4. Manage and process collections

        8.2.4.1. Establish policies for delinquent accounts

        8.2.4.2. Analyze delinquent account balances

        8.2.4.3. Correspond/Negotiate with delinquent accounts

        8.2.4.4. Discuss account resolution with internal parties

        8.2.4.5. Process adjustments/write off balances

      8.2.5. Manage and process adjustments/deductions

        8.2.5.1. Establish policies/procedures for adjustments

        8.2.5.2. Analyze adjustments

        8.2.5.3. Correspond/Negotiate with customer

        8.2.5.4. Discuss resolution with internal parties

        8.2.5.5. Prepare chargeback invoices

        8.2.5.6. Process related entries

    8.3. Perform general accounting and reporting

      8.3.1. Manage policies and procedures

        8.3.1.1. Negotiate service-level agreements

        8.3.1.2. Establish accounting policies

        8.3.1.3. Set and enforce approval limits

        8.3.1.4. Establish common financial systems

      8.3.2. Perform general accounting

        8.3.2.1. Maintain chart of accounts

        8.3.2.2. Process journal entries

        8.3.2.3. Process allocations

        8.3.2.4. Process period end adjustments (e.g., accruals and currency conversions)

        8.3.2.5. Post and reconcile intercompany transactions

        8.3.2.6. Reconcile general ledger accounts

        8.3.2.7. Perform consolidations and process eliminations

        8.3.2.8. Prepare trial balance

        8.3.2.9. Prepare and post management adjustments

      8.3.3. Perform fixed-asset accounting

        8.3.3.1. Establish fixed-asset policies and procedures

        8.3.3.2. Maintain fixed-asset master data files

        8.3.3.3. Process and record fixed-asset additions and retires

        8.3.3.4. Process and record fixed-asset adjustments, enhancements, revaluations, and transfers

        8.3.3.5. Process and record fixed-asset maintenance and repair expenses

        8.3.3.6. Calculate and record depreciation expense

        8.3.3.7. Reconcile fixed-asset ledger

        8.3.3.8. Track fixed-assets including physical inventory

        8.3.3.9. Provide fixed-asset data to support tax, statutory, and regulatory reporting

      8.3.4. Perform financial reporting

        8.3.4.1. Prepare business unit financial statements

        8.3.4.2. Prepare consolidated financial statements

        8.3.4.3. Perform business unit reporting/review management reports

        8.3.4.4. Perform consolidated reporting/review of cost management reports

        8.3.4.5. Prepare statements for board review

        8.3.4.6. Produce quarterly/annual filings and shareholder reports

        8.3.4.7. Produce regulatory reports

    8.4. Manage fixed-asset project accounting

      8.4.1. Perform capital planning and project approval

        8.4.1.1. Develop capital investment policies and procedures

        8.4.1.2. Develop and approve capital expenditure plans and budgets

        8.4.1.3. Review and approve capital projects and fixed-asset acquisitions

        8.4.1.4. Conduct financial justification for project approval

      8.4.2. Perform capital project accounting

        8.4.2.1. Create project account codes

        8.4.2.2. Record project-related transactions

        8.4.2.3. Monitor and track capital projects and budget spending

        8.4.2.4. Close/Capitalize projects

        8.4.2.5. Measure financial returns on completed capital projects

    8.5. Process payroll

      8.5.1. Report time

        8.5.1.1. Establish policies and procedures

        8.5.1.2. Collect and record employee time worked

        8.5.1.3. Analyze and report paid and unpaid leave

        8.5.1.4. Monitor regular, overtime, and other hours

        8.5.1.5. Analyze and report employee utilization

      8.5.2. Manage pay

        8.5.2.1. Enter employee time worked into payroll system

        8.5.2.2. Maintain and administer employee earnings information

        8.5.2.3. Maintain and administer applicable deductions

        8.5.2.4. Monitor changes in tax status of employees

        8.5.2.5. Process and distribute payments

        8.5.2.6. Process and distribute manual checks

        8.5.2.7. Process period-end adjustments

        8.5.2.8. Respond to employee payroll inquiries

      8.5.3. Process payroll taxes

        8.5.3.1. Calculate and pay applicable payroll taxes

        8.5.3.2. Produce and distribute employee annual tax statements

        8.5.3.3. File regulatory payroll tax forms

    8.6. Process accounts payable and expense reimbursements

      8.6.1. Process accounts payable (AP)

        8.6.1.1. Verify AP pay file with purchase order vendor master file

        8.6.1.2. Maintain/Manage electronic commerce

        8.6.1.3. Audit invoices and key data in AP system

        8.6.1.4. Approve payments

        8.6.1.5. Process financial accruals and reversals

        8.6.1.6. Process taxes

        8.6.1.7. Research/Resolve exceptions

        8.6.1.8. Process payments

        8.6.1.9. Respond to AP inquiries

        8.6.1.10. Retain records

        8.6.1.11. Adjust accounting records

      8.6.2. Process expense reimbursements

        8.6.2.1. Establish and communicate expense reimbursement policies and approval limits

        8.6.2.2. Capture and report relevant tax data

        8.6.2.3. Approve reimbursements and advances

        8.6.2.4. Process reimbursements and advances

        8.6.2.5. Manage personal accounts

    8.7. Manage treasury operations

      8.7.1. Manage treasury policies and procedures

        8.7.1.1. Establish scope and governance of treasury operations

        8.7.1.2. Establish and publish treasury policies

        8.7.1.3. Develop treasury procedures

        8.7.1.4. Monitor treasury procedures

        8.7.1.5. Audit treasury procedures

        8.7.1.6. Revise treasury procedures

        8.7.1.7. Develop and confirm internal controls for treasury

        8.7.1.8. Define system security requirements

      8.7.2. Manage cash

        8.7.2.1. Manage and reconcile cash positions

        8.7.2.2. Manage cash equivalents

        8.7.2.3. Process and oversee electronic fund transfers (EFTs)

        8.7.2.4. Develop cash flow forecasts

        8.7.2.5. Manage cash flows

        8.7.2.6. Produce cash management accounting transactions and reports

        8.7.2.7. Manage and oversee banking relationships

        8.7.2.8. Analyze, negotiate, resolve, and confirm bank fees

      8.7.3. Manage in-house bank accounts

        8.7.3.1. Manage in-house bank accounts for subsidiaries

        8.7.3.2. Manage and facilitate inter-company borrowing transactions

        8.7.3.3. Manage centralized outgoing payments on behalf of subsidiaries

        8.7.3.4. Manage central incoming payments on behalf of subsidiaries

        8.7.3.5. Manage internal payments and netting transactions

        8.7.3.6. Calculate interest and fees for in-house bank accounts

        8.7.3.7. Provide account statements for in-house bank accounts

      8.7.4. Manage debt and investment

        8.7.4.1. Manage financial intermediary relationships

        8.7.4.2. Manage liquidity

        8.7.4.3. Manage issuer exposure

        8.7.4.4. Process and oversee debt and investment transactions

        8.7.4.5. Process and oversee foreign currency transactions

        8.7.4.6. Produce debt and investment accounting transaction reports

        8.7.4.7. Process and oversee interest rate transactions

      8.7.5. Monitor and execute risk and hedging transactions

        8.7.5.1. Manage interest-rate risk

        8.7.5.2. Manage foreign-exchange risk

        8.7.5.3. Manage exposure risk

        8.7.5.4. Develop and execute hedging transactions

        8.7.5.5. Evaluate and refine hedging positions

        8.7.5.6. Produce hedge accounting transactions and reports

        8.7.5.7. Monitor credit

    8.8. Manage internal controls

      8.8.1. Establish internal controls, policies, and procedures

        8.8.1.1. Establish board of directors and audit committee

        8.8.1.2. Define and communicate code of ethics

        8.8.1.3. Assign roles and responsibility for internal controls

        8.8.1.4. Define business process objectives and risks

        8.8.1.5. Define entity/unit risk tolerances

      8.8.2. Operate controls and monitor compliance with internal controls policies and procedures

        8.8.2.1. Design and implement control activities

        8.8.2.2. Monitor control effectiveness

        8.8.2.3. Remediate control deficiencies

        8.8.2.4. Create compliance function

        8.8.2.5. Operate compliance function

        8.8.2.6. Implement and maintain controls-related enabling technologies and tools

      8.8.3. Report on internal controls compliance

        8.8.3.1. Report to external auditors

        8.8.3.2. Report to regulators, share-/debt-holders, securities exchanges, etc.

        8.8.3.3. Report to third parties (e.g., business partners)

        8.8.3.4. Report to internal management

    8.9. Manage taxes

      8.9.1. Develop tax strategy and plan

        8.9.1.1. Develop foreign, national, state, and local tax strategy

        8.9.1.2. Consolidate and optimize total tax plan

        8.9.1.3. Maintain tax master data

      8.9.2. Process taxes

        8.9.2.1. Perform tax planning/strategy

        8.9.2.2. Prepare returns

        8.9.2.3. Prepare foreign taxes

        8.9.2.4. Calculate deferred taxes

        8.9.2.5. Account for taxes

        8.9.2.6. Monitor tax compliance

        8.9.2.7. Address tax inquiries

    8.10. Manage international funds/consolidation

      8.10.1. Monitor international rates

      8.10.2. Manage transactions

      8.10.3. Monitor currency exposure/hedge currency

      8.10.4. Report results

    8.11. Perform global trade services

      8.11.1. Screen sanctioned party list

      8.11.2. Control exports and imports

      8.11.3. Classify products

      8.11.4. Calculate duty

      8.11.5. Communicate with customs

      8.11.6. Document trade

      8.11.7. Process trade preferences

      8.11.8. Handle restitution

      8.11.9. Prepare letter of credit

9. Acquire, Construct and Manage Assets

    9.1. Design and construct/acquire nonproductive assets

      9.1.1. Develop property strategy and long-term vision

        9.1.1.1. Confirm alignment of property requirements with business strategy

        9.1.1.2. Assess the external environment

        9.1.1.3. Make build-or-buy decision

      9.1.2. Develop, construct, and modify sites

      9.1.3. Plan facility

        9.1.3.1. Design facility

        9.1.3.2. Analyze budget

        9.1.3.3. Select property

        9.1.3.4. Negotiate terms for facility

        9.1.3.5. Manage construction or modification to building

      9.1.4. Provide workspace and assets

        9.1.4.1. Acquire workspace and assets

        9.1.4.2. Change fit/form/function of workspace and assets

    9.2. Plan maintenance work

      9.2.1. Perform routine maintenance

      9.2.2. Perform corrective maintenance

      9.2.3. Overhaul equipment

      9.2.4. Manage facilities operations

        9.2.4.1. Relocate people

        9.2.4.2. Relocate material and tools

    9.3. Obtain and install assets, equipment, and tools

      9.3.1. Develop ongoing maintenance policies for productive assets

        9.3.1.1. Analyze assets, and predict maintenance requirements

        9.3.1.2. Develop approach to integrate preventive maintenance into production schedule

      9.3.2. Obtain and install equipment

        9.3.2.1. Design engineering solution for the manufacturing process

        9.3.2.2. Install and commission equipment

    9.4. Dispose of productive and nonproductive assets

      9.4.1. Develop exit strategy

      9.4.2. Perform sale or trade

      9.4.3. Perform abandonment

10. Manage Enterprise Risk, Compliance, Remediation and Resiliency

    10.1. Manage enterprise risk

      10.1.1. Establish the enterprise risk framework and policies

        10.1.1.1. Determine risk tolerance for organization

        10.1.1.2. Develop and maintain enterprise risk policies and procedures

        10.1.1.3. Identify and implement enterprise risk management tools

        10.1.1.4. Coordinate the sharing of risk knowledge across the organization

        10.1.1.5. Prepare and report enterprise risk to executive management and board

      10.1.2. Oversee and coordinate enterprise risk management activities

        10.1.2.1. Identify enterprise level risks

        10.1.2.2. Assess risks to determine which to mitigate

        10.1.2.3. Develop risk mitigation and management strategy, and integrate with existing performance management processes

        10.1.2.4. Verify business unit and functional risk mitigation plans are implemented

        10.1.2.5. Ensure risks and risk mitigation actions are monitored

        10.1.2.6. Report on risk activities

      10.1.3. Coordinate business unit and functional risk management activities

        10.1.3.1. Ensure that each business unit / function follows the enterprise risk management process

        10.1.3.2. Ensure that each business unit/function follows the enterprise risk reporting process

      10.1.4. Manage business unit and function risk

        10.1.4.1. Identify risks

        10.1.4.2. Assess risks using enterprise risk framework policies and procedures

        10.1.4.3. Develop mitigation plans for risks

        10.1.4.4. Implement mitigation plans for risks

        10.1.4.5. Monitor risks

        10.1.4.6. Analyze risk activities and update plans

        10.1.4.7. Report on risk activities

    10.2. Manage compliance

      10.2.1. Establish compliance framework and policies

        10.2.1.1. Develop enterprise compliance policies and procedures

        10.2.1.2. Implement enterprise compliance activities

        10.2.1.3. Manage internal audits

        10.2.1.4. Maintain controls-related technologies and tools

      10.2.2. Manage regulatory compliance

        10.2.2.1. Develop regulatory compliance procedures

        10.2.2.2. Identify applicable regulatory requirements

        10.2.2.3. Monitor the regulatory environment for changing or emerging regulations

        10.2.2.4. Assess current compliance position, and identify weaknesses or shortfalls therein

        10.2.2.5. Implement missing or stronger regulatory compliance controls and policies

        10.2.2.6. Monitor and test, on an ongoing and scheduled basis, regulatory compliance position and existing controls, defining controls that should be added, removed, or modified as required

        10.2.2.7. Maintain relationships with regulators as appropriate

    10.3. Manage business resiliency

      10.3.1. Develop the business resilience strategy

      10.3.2. Perform continuous business operations planning

      10.3.3. Test continuous business operations

      10.3.4. Maintain continuous business operations

      10.3.5. Share knowledge of specific risks across other parts of the organization

    10.4. Manage environmental health and safety (EHS)

      10.4.1. Determine environmental health and safety impacts

        10.4.1.1. Evaluate environmental impact of products, services, and operations

        10.4.1.2. Conduct health and safety and environmental audits

      10.4.2. Develop and execute functional EHS program

        10.4.2.1. Identify regulatory and stakeholder requirements

        10.4.2.2. Assess future risks and opportunities

        10.4.2.3. Create EHS policy

        10.4.2.4. Record and manage EHS events

      10.4.3. Train and educate functional employees

        10.4.3.1. Communicate EHS issues to stakeholders and provide support

      10.4.4. Monitor and manage functional EHS management program

        10.4.4.1. Manage EHS costs and benefits

        10.4.4.2. Measure and report EHS performance

        10.4.4.3. Implement emergency response program

        10.4.4.4. Implement pollution prevention program

        10.4.4.5. Provide employees with EHS support

      10.4.5. Ensure compliance with regulations

        10.4.5.1. Monitor compliance

        10.4.5.2. Perform compliance audit

        10.4.5.3. Comply with regulatory stakeholders' requirements

      10.4.6. Manage remediation efforts

        10.4.6.1. Create remediation plans

        10.4.6.2. Contact and confer with experts

        10.4.6.3. Identify/Dedicate resources

        10.4.6.4. Investigate legal aspects

        10.4.6.5. Investigate damage cause

        10.4.6.6. Amend or create policy

11. Manage External Relationships

    11.1. Build investor relationships

      11.1.1. Plan, build, and manage lender relations

      11.1.2. Plan, build, and manage analyst relations

      11.1.3. Communicate with shareholders

    11.2. Manage government and industry relationships

      11.2.1. Manage government relations

      11.2.2. Manage relations with quasi-government bodies

      11.2.3. Manage relations with trade or industry groups

      11.2.4. Manage lobby activities

    11.3. Manage relations with board of directors

      11.3.1. Report results

      11.3.2. Report audit findings

    11.4. Manage legal and ethical issues

      11.4.1. Create ethics policies

      11.4.2. Manage corporate governance policies

      11.4.3. Develop and perform preventive law programs

      11.4.4. Ensure compliance

        11.4.4.1. Plan and initiate compliance program

        11.4.4.2. Execute compliance program

      11.4.5. Manage outside counsel

        11.4.5.1. Assess problem and determine work requirements

        11.4.5.2. Engage/Retain outside counsel if necessary

        11.4.5.3. Receive strategy/budget

        11.4.5.4. Receive work product and manage/monitor case and work performed

        11.4.5.5. Process payment for legal services

        11.4.5.6. Track legal activity/performance

      11.4.6. Protect intellectual property

        11.4.6.1. Manage copyrights and patents

        11.4.6.2. Maintain intellectual property rights and restrictions

        11.4.6.3. Administer licensing terms

        11.4.6.4. Administer options

      11.4.7. Resolve disputes and litigations

      11.4.8. Provide legal advice/counseling

      11.4.9. Negotiate and document agreements/contracts

    11.5. Manage public relations program

      11.5.1. Manage community relations

      11.5.2. Manage media relations

      11.5.3. Promote political stability

      11.5.4. Create press releases

      11.5.5. Issue press releases

12. Develop and Manage Business Capabilities

    12.1. Manage business processes

      12.1.1. Establish and maintain process management governance

        12.1.1.1. Define and manage governance approach

        12.1.1.2. Establish and maintain process tools and templates

        12.1.1.3. Assign and support process ownership

        12.1.1.4. Perform process governance activities

      12.1.2. Define and manage process frameworks

        12.1.2.1. Establish and maintain process framework

        12.1.2.2. Identify cross-functional processes

      12.1.3. Define processes

        12.1.3.1. Scope processes

        12.1.3.2. Analyze processes

        12.1.3.3. Map processes

        12.1.3.4. Publish processes

      12.1.4. Manage process performance

        12.1.4.1. Provide process training

        12.1.4.2. Support process execution

        12.1.4.3. Measure and report process performance

      12.1.5. Improve processes

        12.1.5.1. Identify and select improvement opportunities

        12.1.5.2. Manage improvement projects

        12.1.5.3. Perform continuous improvement activities

    12.2. Manage portfolio, program, and project

      12.2.1. Manage portfolio

        12.2.1.1. Establish portfolio strategy

        12.2.1.2. Define portfolio governance

        12.2.1.3. Monitor and control portfolio

      12.2.2. Manage programs

        12.2.2.1. Establish program structure and approach

        12.2.2.2. Manage program stakeholders and partners

        12.2.2.3. Manage program execution

        12.2.2.4. Review and report program performance

      12.2.3. Manage projects

        12.2.3.1. Establish project scope

          12.2.3.1.1. Identify project requirements and objectives

          12.2.3.1.2. Identify project resource requirements

          12.2.3.1.3. Assess culture and readiness for project management approach

          12.2.3.1.4. Identify appropriate project management methodologies

          12.2.3.1.5. Create business case and obtain funding

          12.2.3.1.6. Develop project measures and indicators

        12.2.3.2. Develop project plans

          12.2.3.2.1. Define roles and resources

          12.2.3.2.2. Identify specific IT requirements

          12.2.3.2.3. Create training and communication plans

          12.2.3.2.4. Design recognition and reward approaches

          12.2.3.2.5. Design and plan launch of project

          12.2.3.2.6. Deploy the project

        12.2.3.3. Execute projects

          12.2.3.3.1. Evaluate impact of project management (strategy and projects) on measures and outcomes

          12.2.3.3.2. Report the status of project

          12.2.3.3.3. Manage project scope

          12.2.3.3.4. Promote and sustain activity and involvement

          12.2.3.3.5. Realign and refresh project management strategy and approaches

        12.2.3.4. Review and report project performance

        12.2.3.5. Close projects

    12.3. Manage enterprise quality

      12.3.1. Establish quality requirements

        12.3.1.1. Define critical-to-quality characteristics

        12.3.1.2. Define preventive quality activities

        12.3.1.3. Develop quality controls

          12.3.1.3.1. Define process steps for controls (or integration points)

          12.3.1.3.2. Define sampling plan

          12.3.1.3.3. Identify measurement methods

          12.3.1.3.4. Define required competencies

        12.3.1.4. Prove capability to assess compliance with requirements

        12.3.1.5. Finalize quality plan

      12.3.2. Evaluate performance to requirements

        12.3.2.1. Test against quality plan

          12.3.2.1.1. Conduct test and collect data

          12.3.2.1.2. Record result(s)

          12.3.2.1.3. Determine disposition of result(s)

        12.3.2.2. Assess results of tests

          12.3.2.2.1. Assess sample significance

          12.3.2.2.2. Summarize result(s)

          12.3.2.2.3. Recommend actions

          12.3.2.2.4. Decide next steps

      12.3.3. Manage non-conformance

        12.3.3.1. Assess potential impact

        12.3.3.2. Determine immediate action(s)

        12.3.3.3. Identify root cause(s)

        12.3.3.4. Take corrective or preventative action

        12.3.3.5. Close non-conformance

      12.3.4. Implement and maintain the enterprise quality management system (EQMS)

        12.3.4.1. Define the quality strategy

        12.3.4.2. Plan and deploy the EQMS scope, targets, and goals

        12.3.4.3. Identify core EQMS processes, controls, and metrics

        12.3.4.4. Develop and document EQMS policies, procedures, standards, and measures

        12.3.4.5. Assess the EQMS performance

        12.3.4.6. Create environment and capability for EQMS improvement(s)

          12.3.4.6.1. Reward quality excellence

          12.3.4.6.2. Create and maintain quality partnerships

          12.3.4.6.3. Maintain talent capabilities and competencies

          12.3.4.6.4. Incorporate EQMS messaging into communication channels

          12.3.4.6.5. Assure independent EQMS management access to appropriate authority in the organization

          12.3.4.6.6. Transfer proven EQMS methods

    12.4. Manage change

      12.4.1. Plan for change

        12.4.1.1. Select process improvement methodology

        12.4.1.2. Assess readiness for change

        12.4.1.3. Determine stakeholders

        12.4.1.4. Engage/Identify champion

        12.4.1.5. Form design team

        12.4.1.6. Define scope

        12.4.1.7. Understand current state

        12.4.1.8. Define future state

        12.4.1.9. Conduct organizational risk analysis

        12.4.1.10. Assess cultural issues

        12.4.1.11. Establish accountability for change management

        12.4.1.12. Identify barriers to change

        12.4.1.13. Determine change enablers

        12.4.1.14. Identify resources and develop measures

      12.4.2. Design the change

        12.4.2.1. Assess connection to other initiatives

        12.4.2.2. Develop change management plans

        12.4.2.3. Develop training plan

        12.4.2.4. Develop communication plan

        12.4.2.5. Develop rewards/incentives plan

        12.4.2.6. Establish change adoption metrics

        12.4.2.7. Establish/Clarify new roles

        12.4.2.8. Identify budget/roles

      12.4.3. Implement change

        12.4.3.1. Create commitment for improvement/change

        12.4.3.2. Re-engineer business processes and systems

        12.4.3.3. Support transition to new roles or exit strategies for incumbents

        12.4.3.4. Monitor change

      12.4.4. Sustain improvement

        12.4.4.1. Monitor improved process performance

        12.4.4.2. Capture and reuse lessons learned from change process

        12.4.4.3. Take corrective action as necessary

    12.5. Develop and manage enterprise-wide knowledge management (KM) capability

      12.5.1. Develop KM strategy

        12.5.1.1. Develop governance model

        12.5.1.2. Establish central KM core group

        12.5.1.3. Define roles and accountability of core group versus operating units

        12.5.1.4. Develop funding models

        12.5.1.5. Identify links to key initiatives

        12.5.1.6. Develop core KM methodologies

        12.5.1.7. Assess IT needs and engage IT function

        12.5.1.8. Develop training and communication plans

        12.5.1.9. Develop change management approaches

        12.5.1.10. Develop strategic measures and indicators

      12.5.2. Assess KM capabilities

        12.5.2.1. Assess maturity of existing KM initiatives

        12.5.2.2. Evaluate existing KM approaches

        12.5.2.3. Identify gaps and needs

        12.5.2.4. Enhance/Modify existing KM approaches

        12.5.2.5. Develop new KM approaches

        12.5.2.6. Implement new KM approaches

    12.6. Measure and benchmark

      12.6.1. Create and manage organizational performance strategy

        12.6.1.1. Create enterprise measurement systems model

        12.6.1.2. Measure process productivity

        12.6.1.3. Measure cost effectiveness

        12.6.1.4. Measure staff efficiency

        12.6.1.5. Measure cycle time

      12.6.2. Benchmark performance

        12.6.2.1. Conduct performance assessments

        12.6.2.2. Develop benchmarking capabilities

        12.6.2.3. Conduct internal process and external competitive benchmarking

        12.6.2.4. Conduct gap analysis to understand need for change and degree needed

        12.6.2.5. Establish need for change

 

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