BUSINESS MODELING AND PLANNING

Giuseppe D'Alessandro

Obiettivi formativi

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

Prerequisiti

Marketing Fundamentals Accounting and Finance fundamentals Strategic Management or Entrepreneurship

Risultati di apprendimento attesi

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.

Contenuti Del Corso

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

Testi Di Riferimento

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.

Metodologie Didattiche

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

Modalità di verifica dell'apprendimento

n/a

Criteri per l’assegnazione dell’elaborato finale

n/a

Settimana 1

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

Settimana 2

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

Settimana 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

Settimana 4

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

Settimana 5

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

Settimana 6

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

Settimana 7

Business Models Canvas V BM innovation BM Portfolio

Settimana 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

Settimana 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

Settimana 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

Settimana 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

Settimana 12

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