Cursos de Estratégia | Luzio Strategy

Training

Our in-company programs develop people in the essential skills of Strategic Vision, Change Management and Strategic Innovation...

FUNDAMENTALS OF STRATEGY

ASKING THE RIGHT QUESTIONS

IN SEARCH OF A HIGHER PURPOSE

PRINCIPLES GUIDED BY STRATEGY

STRATEGIC FORESIGHT

STRATEGIC ANTICIPATION AND RESILIENCE STRENGTHENING

STRATEGY DESIGN AND TESTING

BOOSTING THE CURRENT CORE

EPICENTERS OF NEW BUSINESS CREATION

BUSINESS MODEL PROTOTYPING

DESIGN AND MANAGEMENT OF GROWTH STRATEGIES

PLANNING GROWTH

CHANGE AND MANAGEMENT

DESIGN

MOBILIZING TRANSFORMATION

VEJA MAIS

STORYTELLING THAT MOVES PEOPLE

ENGAGING PEOPLE IN STRATEGY

VEJA MAIS

ONE PAGE STRATEGY

STRATEGIC-TACTICAL PLAN SYNTHESIS

VEJA MAIS

PROJECTS THAT MAKE A DIFFERENCE

EXECUTING

STRATEGY

VEJA MAIS

STRATEGIC LEADERSHIP

LEADING TRANSFORMATION

VEJA MAIS

CRISIS MANAGEMENT

FOCUS MANAGEMENT AND RISK MITIGATION

VEJA MAIS

STRATEGY FUNDAMENTALS

KNOW HOW TO ASK THE RIGHT QUESTIONS

We teach the foundational concepts that guide the best way to think about strategy—concepts that underpin all other courses in the program.

We have selected the meanings and interpretations that have had the greatest impact on the leaders we have supported in our consulting practice—those that have most empowered strategic alignment among managers. Mastering the nuances of how to use these concepts makes all the difference in designing and executing strategy.

What are the questions you need to answer to clarify your business strategy?

Why do you need to be a strategist? We live in an era of continuous and overlapping disruptions. That’s why you must constantly be thinking strategically to remain relevant in the market.

How can you apply strategic thinking to any type of business? Regardless of your industry or company size, today only those who can craft strategies to sustain their relevance with customers and consumers will survive.

• The Strategic Needles

• The Singularity Moat Effect

• The Forces That Demand the Ongoing Reassessment of Strategy

METHODOLOGY

CORE THEMES

IN SEARCH OF A HIGHER PURPOSE

STRATEGY-ORIENTED BUSINESS PRINCIPLES

Deep crises intensify people’s desire to find greater meaning in everything that is happening—and in what lies ahead. They begin to ask profound questions about how they live and what they truly want to pursue, often embracing bolder answers and setting ambitious goals.

Amid the rise of extreme climate events and stark social inequality, investors are increasingly demanding that companies be clearly guided by a Higher Purpose.

There is growing and compelling evidence of the impact that a Higher Purpose has on shaping an organizational culture capable of creating competitive advantage. Highlights include:

• Teams that use purpose as a compass for decision-making are 61% more successful in launching new ventures and strategic projects (IDEO);

• Millennial employees and leaders are 5.3 times more likely to stay with a company that is purpose-driven (PwC | Putting Purpose to Work study);

• 91% of surveyed consumers say they would switch brands to one that is aligned with a Higher Purpose (Forbes);

• Purpose-driven companies demonstrate 42% superior performance compared to competitors in the stock market (Ernst & Young | Global Leadership Forecast).

In this training, you will learn:

• How to discover, recover, or reinvigorate your organization’s Purpose;

• What inspiring real-world examples can support this journey;

• How to lead the creative process of designing a Higher Purpose.

• Purpose Discovery Process Map

• Individual Design Tool

• Group/Plenary Design Tool

• Golden Rules Diagram for Purpose Creation

METHODOLOGY

CORE THEMES

STRATEGIES TO FACE BLACK SWANS

STRENGTHEN ORGANIZATIONAL RESILIENCE

Rising global risks and threats have contributed to the increasing frequency and intensity of Black Swan events. However, the Black Swan narrative has often become a convenient justification for organizational reactivity and lack of preparedness.

The COVID-19 pandemic served as a wake-up call, revealing a new set of trends that will shape strategic thinking across all businesses and sectors of the economy.

To think strategically in this context means developing a keen trend radar and being able to evaluate the potential impacts of emerging phenomena on the business.

What exactly is a Black Swan? Was the COVID-19 pandemic truly a Black Swan—or a Gray Rhino we chose to ignore?

How can organizations strengthen their resilience or antifragility in a world marked by volatility, uncertainty, complexity, and ambiguity (VUCA)?

What are the strategic blind spots that lead to flawed strategy design?

What are the major ongoing transformations shaping the so-called "new normal"?

How can the Transformation Map be structured and used to analyze the implications of trends on business strategy?

• The Strategy Design Process

• The Global Megatrends Map

• The Global Risk Map

• The Donut Economics Model

• The Business Resilience Diagram

• The Transformation Map

METHODOLOGY

CORE THEMES

STRATEGY DESIGN AND TESTING

TURBO YOUR CURRENT CORE

The Business Model is the central element of strategy. Today, we no longer speak of companies having portfolios of products or services, but rather portfolios of Business Models. A business model describes how an organization creates, sustains, and captures value for its customers and consumers—and therefore, generates economic value. It also sheds light on how to optimize resource allocation toward the most high-impact business initiatives.

Great ideas (and companies) often fail because they are not translated into consistent strategies capable of generating uniqueness and economic value. You must accurately translate your Strategy into a sustainable Business Model and avoid the most common pitfalls.

The process of structuring a Positioning Strategy using the Business Model Canvas can be applied to any type or size of organization—including Business Units and Shared Services Units.

Designing Positioning Strategy using the Business Model Canvas, and key insights learned from developing hundreds of models;

How to cross-reference the Transformation Map with the Business Model to leverage positive evolution and growth vectors, while mitigating strategic risks;

What are the essential questions you should ask to test the strengths and blind spots of your strategy—and to uncover opportunities for innovation?

There is abundant evidence of the positive impact of a clear and structured Positioning Strategy. Highlights include:

• Studies show a direct correlation between alignment among executives on business priorities and the sustainable generation of financial and economic value;

• Research also indicates that next-generation talent prefers to work for companies where the strategy is clearly articulated, as it strengthens both identity and a sense of belonging.

• Best practices for using the Business Model Canvas

• The Attractiveness Test

• The Channel Strategy Test

• The Value Proposition Test

• The Practicability Test

• The Viability Test

• The Adaptability Test

• Critical Success Factors in using the Business Model Canvas

METHODOLOGY

CORE THEMES

EPICENTERS OF TRANSFORMATION

PROTOTYPING NEW BUSINESS MODELS

The design of new Positioning Strategies can be initiated either through the creation of an entirely new business concept or by making bold changes to one of the key pillars of the existing Business Model—followed by a complete redesign of the surrounding ecosystem to enable innovation. At our consulting firm, Luzio Strategy, we coined the term "Epicenters of Transformation" to describe these triggers that drive the redesign of Business Models.

Epicenters of Transformation can serve as powerful catalysts for Strategic Innovation, enabling the development of singular Business Models that generate significant economic value.

What are the Epicenters of Transformation that can be applied to your current strategy—and how can they guide the prototyping of new Business Models?

How do major trends inform the identification of epicenters when designing new ventures?

How can the Value Proposition Map be used to create new offerings and benefits that will shape the design and prototyping of the business as a whole?

This training is richly illustrated with real-world case studies from companies such as: Apple, Home Depot, Insiders Club, Nuuly, QuintoAndar, Richards, SpaceX, and The Washington Post.

• Designing a New Business

• The Empathy Map

• The Value Proposition Map

METHODOLOGY

CORE THEMES

DESIGNING AND MANAGING GROWTH STRATEGIES

PLAN FOR GROWTH

Growth is essential for any company. Organizations that fail to grow fall into the trap of complacency; they repel top talent, lose their most valuable investors, and are eventually outpaced by continuously evolving competitors. Growth is a key driver of long-term business sustainability. However, it remains one of the most high-risk strategic decisions, and must therefore be meticulously planned.

What precautions should be taken to avoid falling into the traps of the myth of infinite growth, or its opposite extreme—“I don’t want to grow so I don’t lose control of my business”?

What are the 8 types of Growth Strategies?

How can you plan the evolution of your company to ensure a sustainable growth process, without triggering internal crises along the way?

What are the key factors to consider when pursuing diversification, one of the most sought-after growth strategies by entrepreneurs?

How can you select and prioritize the most strategic growth options, considering that the primary challenge during execution is to ensure optimal resource allocation to the most impactful initiatives?

• The Growth Horizons Model for creating the Growth Plan

• Resource Allocation for Growth using the 70/20/10 Rule

• Initiative Prioritization Scale (Strategic Prioritization Framework)

METHODOLOGY

CORE THEMES

DESIGN AND MANAGEMENT OF CHANGE

MOBILIZE TRANSFORMATION

Studies show that only 1 in 10 companies succeed in executing their Positioning and Growth Strategies. In approximately 73% of cases, the issue is not a poorly designed plan — rather, the failure lies in execution.

Companies fail in execution because they do not plan how to mobilize the organization to implement the transformations defined by the strategy.

All successful leaders share a common lesson: executing strategy is managing change. This program teaches the key elements that must be addressed to lead and manage significant organizational change processes.

How to design a Change Management Program that drives meaningful progress and fosters real transformation?

How to unlock the full potential of change driven by strategy?

What are the critical moments in the Change Journey?

What are the typical symptoms of failures in the design of change management processes, and what are the key lessons learned to solve these challenges?

We bring these concepts to life through real-world case studies, such as CVS Health, one of the leading pharmacy chains in the United States.

• The Change System

• Symptoms and Solutions for the Friction that emerges during transformation processes

• The Individual Change Cycle

• A Holistic View of Change: The Vector Framework

METHODOLOGY

CORE THEMES

STORYTELLING THAT MOVES PEOPLE

ENGAGE PEOPLE THROUGH A COMPELLING NARRATIVE

Executing strategy means managing transformation. And meaningful change is driven by people. Therefore, having a solid strategy is not enough to engage people in its implementation while transforming the organization along the way. Leadership must engage their teams to take the significant leaps required for the company to evolve.

However, research shows that people do not fully commit when exposed only to technical and rational speeches about the strategy. To drive true engagement, it is necessary to touch people’s hearts and activate the emotional logic behind change.

This is why Storytelling is an essential tool for crafting compelling narratives around the Strategy.

What is Storytelling?

How can storytelling be used to mobilize change?

What is the common structure found in the most impactful narratives?

How can the cinematic dramatic arc be applied to strategic narratives?

The course is illustrated with two case studies:

1. The biotech startup Chemcorp.

2. The anatomy of Martin Luther King’s iconic speech.

• What is Storytelling? Key concepts and foundational pillars

• Critical Success Factors for Storytelling

• The Anatomy of the Cinematic Dramatic Arc applied to storytelling

• The Anatomy of Engaging Storytelling

METHODOLOGY

CORE THEMES

ONE PAGE STRATEGY

SYNTHESIZE THE STRATEGY ON ONE PAGE TO DRIVE ALIGNMENT

Another vital principle for successful strategy execution is the ability to distill and select the key focus points that will mobilize the organization and align all employees around the most critical priorities. For anyone in a leadership or entrepreneurial role, experience consistently shows that the ability to synthesize is essential. This is precisely why focus and clarity are among the top competencies investors look for in leaders.

The greatest challenge in executing strategy lies in defining a few critical battles to win at any given time. Faced with multiple growth directives, the ability to choose the most important initiatives and ensure the entire organization stays focused on execution is a fundamental requirement to bring the strategy to life.

How to synthesize the strategy into a one-page framework that becomes a powerful management and governance tool for empowering leadership.

A step-by-step guide on how to apply our proprietary One Page Strategy tool.

The definition and deployment of Strategic OKRs (Objectives and Key Results).

Decision-making parameters to help select priorities for the Tactical Plan.

Golden rules to avoid project proliferation and ensure seamless execution.

• One Page Strategy, incorporating the OKR (Objectives & Key Results) methodology.

METHODOLOGY

CORE THEMES

PROJECTS THAT MAKE A DIFFERENCE

ALIGN THE PROJECT SCOPE BEFORE MOVING INTO EXECUTION

The pressure for greater agility and simplicity in the design and execution of strategic initiatives is an increasing reality.

However, a poorly designed project from the outset creates a snowball effect of rework and waste. This drains the teams’ energy throughout the strategy execution process and ultimately results in projects with limited impact and reach.

In this course, we teach a methodology that helps you ask the right questions for each strategic project — ensuring full alignment among stakeholders about what the company truly expects (and needs) to receive at the end.

How to ensure alignment around the assumptions and key guidelines of a project?

How to use the Project Scope Diagram as a tool for direction setting and governance throughout the initiative’s execution?

How to apply the Stakeholder Map to ensure the project achieves the appropriate scope and impact?

Best practices and golden rules for designing and governing effective projects.

• Project Scope Diagram

• Stakeholder Map

These methodologies represent Step 1 of the 5-Step Method, introduced in the book “Making Strategy Happen” by Fernando Luzio.

METHODOLOGY

CORE THEMES

STRATEGIC LEADERSHIP

LEAD THE EVOLUTION OF YOUR COMPANY

Leadership is a critical success factor in both the design and execution of strategy. That is why we created this course, bringing together the best lessons we have learned from successful leaders and entrepreneurs — to help you design your own personal development and action plan.

Leadership is a skill that can be developed. While some individuals may be born with natural leadership talents — such as charisma — experience shows that most leaders are made, not born. They have built successful careers through intentional effort and personal commitment. In our experience, the most effective leaders have been developed over time, and anyone truly committed to their own growth can become a successful executive or manager.

In this program, we share the habits, practices, and routines that consistently show up among the most successful and transformational leaders we have worked with over the past 24 years:

Why is leading so difficult?

What attitudes and habits should you incorporate into your daily routine to strengthen your leadership style and increase your effectiveness?

How can you shape and guide your own leadership development to become a protagonist in driving meaningful achievements?

What leadership practices are essential to ensure the consistent implementation of strategy?

• Cognitive Bias Risks that undermine leadership effectiveness in strategic alignment and management.

• The 10 Fundamental Leadership Behaviors that can be learned and developed.

METHODOLOGY

CORE THEMES

CRISIS MANAGEMENT

MANAGE FOCUS AND MITIGATE RISKS

Leaders must be prepared to face and manage crises. In today’s VUCA world — volatile, uncertain, complex, and ambiguous — crises are far more frequent and likely than we would like to imagine. Based on over 20 years of experience advising companies in crisis management, we have learned that a crisis typically begins long before it becomes visible. Studies consistently show that this is a pattern observed in virtually every major crisis.

In this course, we share the most valuable, practical, and essential recommendations we have learned from helping companies navigate and overcome crises. While the course draws on the chaos generated by the COVID-19 pandemic as a key example, the lessons are applicable to any organization facing a crisis situation.

What is the Hero’s Journey of Crisis Management, and how does it work?

What are the key phases in the crisis management process?

How does a crisis originate long before it actually erupts and impacts the organization?

What are the golden rules and critical precautions that leaders must follow, regardless of company size or industry?

How should you structure a Crisis Committee and design the Rescue Operation Plan? You will learn the exact framework and tools we apply in real-world crisis management.

• Crisis Management Journey

• Crisis Strategy Planning Tool

• Golden Rules for Crisis Communication

METHODOLOGY

CORE THEMES

Request a Proposal

The Opinion of Former Students

With extraordinary conciseness, Fernando Luzio presents a vision of strategy that is not only conceptual but, above all, equips participants with easily applicable methods and techniques. He also alerts them to the main obstacles encountered when building and executing a good business strategy. And all of this is illustrated with cases that make the 8 hours of lessons flow like a good book that you don't want to end.

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