BUSINESS MODELING AND PLANNING

Giuseppe D'Alessandro

Instructional goals

This course aims to develop students’ capacity to: Analyze strategic environments and position companies effectively. Understand, design, and assess business models. Translate strategic thinking into actionable business plans through scenario-based planning. Integrate multiple perspectives (strategic, operational, financial) into entrepreneurial and corporate planning processes

Prerequisites

Marketing Fundamentals Accounting and Finance fundamentals Strategic Management or Entrepreneurship

Intended learning outcomes

By the end of this course, students will be able to: Evaluate classic and modern strategic frameworks and apply them to complex environments. Define and assess various business models in terms of desirability, feasibility, viability, and adaptability. Innovate business models using structured approaches and critically assess portfolios of models. Develop coherent and scenario-driven business plans aligned with strategy and organizational capabilities. Communicate business models and plans effectively using structured tools and templates.

Course Contents

Part I – Strategy (Weeks 1–2) Classic Strategy Approaches (Porter, Ohmae, CSF & CA) Strategy Tripod (Industry, Institution, Resources) Megatrends, Weak Signals, Complexity Scenarios vs Forecasts Blue Ocean Strategy (BOS) Case: a strategic transformation story Part II – Business Modelling (Weeks 3–7) Evolution of BM definitions and approaches (from informal to Gassmann, Osterwalder) The 4 Lenses: Desirability – Feasibility – Viability – Adaptability The Business Model Canvas Patterns and Benchmark BMs (e.g., freemium, long tail, platform) BM Innovation, Ecosystems & Portfolios Case: Business model innovations Part III – Business Planning (Weeks 8–11) Strategy Cascading: from Vision to Execution Business Planning Process: Phases, Structure, Key Documents Tools: SWOT, PESTEL, Financial Projections, KPIs Developing a Scenario-Based Plan (based on a real case) Group Work on Business Plan across 4 Scenarios Week 12 – Final Review Final presentation and peer review of Business Plans Reflection on Strategic Consistency, BM Coherence, Planning Execution Final exam preparation

Reference Books

The key textbooks for the course are: Kim, W. C., & Mauborgne, R. (2015). Blue Ocean Strategy: How to Create Uncontested Market Space and Make the Competition Irrelevant (Expanded ed.). Harvard Business Review Press. Osterwalder, A.; Pigneur, Y. (2010). Business model generation, Wiley. Gassmann, O., Frankenberger, K., & Csik, M. (2014). The Business Model Navigator: 55 Models That Will Revolutionize Your Business. Pearson. Abrams, R. M. (2022). The Successful Business Plan: Secrets & Strategies (7th ed.). PlanningShop Business Planning 101" di Tim Berry. "Strategic Planning for Dummies" di Erica Olsen. "Burn the Business Plan" di Carl J. Schramm. Selected articles and reading materials presented weekly on the platform.

Teaching Methods

Enquiry-Based Learning (EBL), Case-Based Discussions, Group Work, Real-Life Simulation

Assessment Method

30% Continuous In-Class Assessment, 70% Final Test/Exam written exam will be made up of 12 Multiple choice questions (each worth 1,5 points) and 2 Open-ended questions (each worth 6 points).

Thesis assignment criteria

Active attendance at the course Quality of the proposed issue for the thesis

 Mastering of The English Language Time: minimum 3 months leadtime Commitment: we have few but strict rules, lack of compliance might result into graduation postponement

Week 1

Strategy Fundamentals Strategy meaning and principles Porter, Mintzberg, Ohmae & the others The strategy Tripod Blue Ocean Strategy Business cas

Week 2

Complexity, Scenarios, Tools CSF CA, Tripod Megatrends Weak signals Scenario building

Week 3

Intro to Business Models and the Canvas I Evolution of BM theory Gassmann vs Osterwalder vs others The Desirability side - VP - Customer segments - Channels - Customer Relation Exercise

Week 4

Business Models Canvas II The Feasibility side - Key activities - Key resources - Key Partners The Viability side - Revenues - Pricing - Costs Exercise

Week 5

Business Models Canvas III The Adptability side - Main trends - Market Forces - Industry forces - Macroeconomic forces Models of Business Models Exercise

Week 6

Business Models Canvas IV Real life business case research Real life business case Discussion

Week 7

Business Models Canvas V BM innovation BM Portfolio

Week 8

Business Planning Basics Planning logic Cascading strategy Vision > Objectives > Actions > Metrics Aligning goals across departments Strategy maps and balanced scorecards Introduction to project work

Week 9

Business Plan Structure: Executive Summary Company Overview & Vision Problem & Opportunity Market Analysis (Customers, Competitors, Trends) Product/Service Offering Business Model Summary Go-to-Market Strategy Operational Plan (resources, partnerships, supply chain) Financial Plan (assumptions, projections, funding needs) Risk Assessment & Scenarios Milestones & KPIs

Week 10

Business Plan Tools I Market & Strategic Analysis: SWOT, PESTEL, Porter’s 5 Forces TAM-SAM-SOM estimation Customer segmentation, persona mapping Operational & Resource Planning: Gantt Charts, Resource Allocation, Make/Buy Analysis Capacity planning, supply chain considerations

Week 11

Business Plan Tools II Financial Planning: Basic income statement, cash flow projections, break-even analysis CapEx vs OpEx; burn rate and runway Sensitivity analysis Risk & Scenario Planning: How to identify key uncertainties Building 2x2 scenario matrices Planning variations in product, pricing, or go-to-market strategy under different futures

Week 12

Final Review Final presentation and peer review of Business Plans Reflection on Strategic Consistency, BM Coherence, Planning Execution Final exam preparation