Tuesday, April 26, 2022

Factors Affecting Portfolio Strategy - 3: Common Factors

 These are intervined between external and internal factors in a decision on business portfolio. 

a.      Value System in Decision Making :

 

The role of value system in choosing a strategic alternative is well recognized. While evaluating the strategic alternatives, different executives may take different positions because of differences in their personal values. Guth and Tagiuri (1965)found that personal values were important determinants of the choice of corporate strategy. Similarly, value system to top management affects the types of strategy that an executive chooses.

The constructive role that is played by the value system in decision making by managers cannot be underestimated. Value system is the frame work of personal philosophy that rules and affects the individual reactions and responses to any situation the person in exposed.

Values are essentially a bunch of attitudes, beliefs and feelings of a person as individual and as a group member. Attitudes are the positive or negative, good or bad, desirable or undesirable stands taken or a view point formed. Say, smoking is good or bad, desirable or undesirable. The beliefs are feelings that support one’s stand.

According to Hindutva husband is God and, therefore, the wife shall salute him before going to bed and leaving bed early morning; sneezing in odd number is good and even number is bad; black cat crossing the road from right to left and left to right, the second being a good omen and so on.

Feelings are perceptions prevailing in mind about anything. Value system is constantly changing. This is what we call as generation gap. The value systems are developed by the managers founded on their education, experience and the information they get on their jobs.

According to Mr. William D.Guth and Renato Tagiuri managers have six major value orientation- Theoretical- an orientation toward truth and knowledge; Economic- an orientation toward what is useful and powerful; Political- an orientation toward power; Aesthetic- an orientation toward form and Harmony; Social- an orientation toward love of people; Religious- an orientation toward unity in the universe.

While evaluating the strategic choice, executives have differing sets of values which are respected and accepted by group and personal sets of values which interact in giving weightage. The research findings have proved that Americans are the best business people, Japanese are the best imitators and innovative, Britishers are conventional in their approach and Indians are the best cheats.

To use the words of Mr. George England “Successful—American managers are more pragmatic, dynamic, and interactive and achievement oriented value, while the less successful ones are in favour more static and passive values.”

Coming to another expression, of the six above orientations, American executives lean more toward economic, theoretical and political values than the other values. Thus, the business values and personal bias have deep influence on choosing the strategic option.

An Indian example could be about Vishal Sikka of TCS and his exit

b.       Influence of Past Strategies:

 

It has been noticed that the choice of current strategy may be influenced by what type of strategies have been used or followed in the past. Pearce and Robinson have said, “A review of past strategy is the point at which the process of strategic choice begins. As such past strategy exerts considerable influence on the final strategic choice.”

Hence, it is said that ‘past strategies are often the principal architects of current strategies.’ Pearce and Robinson explain the reason in this way – “Because they have invested substantial time, resources and interest in these strategies, the strategists would logically be more comfortable with a choice that closely parallels past strategy or represents only incremental alternations.”

Henry Mintzberg says, “the past strategy strongly influences current strategic choice.” On the other hand, Barry M. Straw has remarked, “the older and more successful a strategy has been, the harder it is to replace. It is very difficult to change because organisational momentum keeps it going.”

Future has its roots in the past. To this, past strategy is no exception. That is, choice of the current and the future is influenced by the past strategy due to number of reasons. The foundation for formulation of new strategies is the past strategy.

In the light of the past strategy, the strategist either might not have thought of altering it or it is also possible that the strategists might have taken the things lightly and might not have thought of alternatives with the seriousness that they deserve due to inertia.

Personal involvement of the decision maker with the past strategy will continue to do so. Thus, the present and future strategies will be influenced by personal involvement. One cannot afford to lose sight of the research findings of Professor. Mintzberg and his associates.

The research findings say-

1. The older and more successful a strategy, the harder it is to change. The present strategy stems from a past strategy developed by a single, powerful leader. This original and tightly integrated strategy is a major influence on later strategic choices.

2. Once a strategy gets under way it becomes exceedingly difficult to change, and the bureaucratic momentum keeps it going. It becomes a sort of ‘push-pull’ phenomenon; the original decision- maker pushes the strategy, when lower management pulls along.

3. When the past strategy begins to fail because of changing conditions, the enterprise reacts and grafts new sub- strategies on to the old and only later seeks out a new strategy.

4. If the environment changes even more radically, then the enterprise begins to seriously consider other alternative strategies which might have been previously suggested but ignored.

Similarly, it is the nature of firms that determines to what extent past strategies influence the present or future strategy choice. According to Reymonds E Miles and Charles C. Snow(1978), the firms are four categories as defenders, prospectors, analysers and reactors. “Defenders” are those firms which penetrate in a narrow market product domain and guard it.

They emphasize more on cost effectiveness, centralised control, intensive planning and put less emphasis on environmental scanning. “Prospectors” are the firms that use broad planning approaches, broad environmental scanning, decentralised controls, and reserve some resources utilised for future use.

They go on searching new products markets on regular basis. “Analysers” are those firms that he between the defenders and prospectors. That is, analysers act some times as defenders and sometimes as prospectors. That is they are sitting on the fence.

“Reactors” are the firms that realise that fact that their environment is changing but fail to relate themselves with the changing environment. Hence, they should act is any one of the ways as defenders or prospectors or analyses or face extinction.

If at all, one is to exile from the influence of the past strategy, the only alternative is to dethrone the past management. In fact, Professors Glueck and Jauch (1980) quite bluntly state “Strategic change is less likely if the new executives are promoted from within, and it is least likely if the existing management group remains in power.”

It is because the old strategy of the old or existing people at the top which is flowing in the blood so much so that they are charmed by the old strategy.

 

c.      Coalition phenomenon

Mintzberg has advanced a theory about formulation of objectives that combines the stakeholder forces described earlier with the internal power relationships. He believes that power plays result from interactions of internal and external coalitions.


The external coalition includes owners, suppliers, unions, and the public. These groups influence the firm through social norms, specific constraints, pressure campaigns, direct controls, and membership on the board of directors. Mintzberg specifies three types of external coalitions, noted in the above Exhibit.

 The internal coalition includes top management, middle-line managers, operators, analysts, and support staff. These groups influence the firm through the personnel control system, the bureaucratic control system, the political system, and the system of ideology. Mintzberg specifies 5 types of internal coalitions, shown in the same Exhibit

Mintzberg says that there are six basic power configurations, as shown in Exhibit 4.3 In the instrument power configuration, one external influence with clear objectives, typically the owner, is able to strongly influence objectives through the top manager. In a closedsystem power configuration, power to set objectives rests with the top manager, who sets the objectives. This is also true in the autocracy power configuration. In the missionary power configuration, objectives are strongly influenced by past ideology and a charismatic leader. Ideology tends to dictate the objectives. In the meritocracy power configuration, the objectives are set by a consensus of the members, most of whom are professionals. Thus the formulation of mission and objectives can be a simple process: the top manager sets them subject to the environment. Or, more frequently, they are set by a complex interplay of past and present, internal and external role players.

 

Incrementalists are of the opinion that the achievement of objectives depends on the bargaining process between different interested coalition groups existing in an organisation, and therefore a rational decision-making process should take all these interests into consideration.

 

 

d.      Pressures from Stakeholders:

 

The attractiveness of a strategic alternative is affected by its perceived compatibility with the key stakeholders in a corporation’s task environment. Creditors want to be paid on time. Unions exert pressure for comparable wage and employment security. Governments and interest groups demand social responsibility. Shareholders want dividends. All these pressures must be given some consideration in the selection of the best alternative.

Stakeholders can be categorized in terms of their

(i)                 Interest in the corporation’s activities and

(ii)               Relative power to influence the corporation’s activities.

Each stakeholder group can be shown graphically based on its level of interest (from low to high) in a corporation’s activities and on its relative power (from low to high) to influence a corporation’s activities.

Strategic managers should ask four questions to assess the importance of stakeholder concerns in a particular decision:

i. How will this decision affect each stakeholder, especially those given high and medium priority?

ii. How much of what each stakeholder wants is he likely to get under this alternative?

iii. What are the stakeholders likely to do if they don’t get what they want?

iv. What is the probability that they will do it?

Strategy makers should choose strategic alternatives that minimize external pressures and maximize the probability of gaining stakeholder support. Managers may, however, ignore or take some stakeholders for granted—leading to serious problems later. (Thomas Wheelen and David Hunger)

 

e.      Time Dimension:


This time dimension has four elements which one cannot ignore, these are:

(i) Time pressure,

(ii) Time frame,

(iii) Time horizon and

(iv) Timing of the decision.

 

(i) Time Pressure:

Decisions are to be taken within the dead line. This dead line is set by higher ups which cannot be questioned. It is these deadlines which generate time pressure within which the managers are forced to make the right choice. For instance, say that there is an offer of acquisition by another company.

The strategists because of the time pressure or a deadline which gives hardly 36 hours, they may accept thinking that such acquisition might reduce the losses because further continuation leads to further deterioration. It is equally true that, acquisition being a very important decision, the strategist may not take decision and post pone it as it warrants ins and outs of proposed acquisition.

(ii) Time Frame:

Time frame refers to time frame of the decision in question. That is, the short-term and long-term implications of a choice. It depends on the reward system that is prevailing in an organisation.

In case the reward system of the firm is associated with achievement of short-term goals, the choice is to gains for short term gains ignoring the long-run gains of the proposed choice. Instead, if the rewards are associated with long-term achievements, there is every possibility of ignoring short-run gains.

(iii) Time Horizon:

This part of time dimension speaks of the period of commitment that goes with it. We have already conversant with stable growth strategy and diversification strategy. It is the strategy in question that decides the time horizon. For example, stability strategy warrants immediate action and the fruits start bearing very early.

Instead, if it is a diversification strategy the decision is not immediate as the fruits of diversification are available in due course of time rather than immediate future. Thus, a long-range strategy that calls for commitment of resources for an uncertain future is less acceptable than that of one having immediate relationship.

That is ‘Law of Delay’ devised by Mr. C. Northcote Parkinson applies. That is, the longer a decision can be delayed, the lower the probability that it will ever be accepted. Much depends on the strategists.

(iv) Timing of Decision:

Timing of a decision determines the strategic choice. It is the timing of the decision that determines the effectiveness of it. It is well known “stitch in time saves nine” which applies. For instance, a prompt and timely decision is a must to exploit the opportunity which is open to the firm.

It should be encashed well before the competitors have hand at it. Again, a decision to enter a new market is going to be in favour of the firm which cannot be delayed. If so the competitors waiting will not wait for you. Thus, delay makes year to lose the golden opportunity on which you can care your future success.

Pearce and Robinson suggest that “strategic choice will be strongly influenced by the match between management’s current time horizon and the lead time associated with different choices.”

 

 

 

f.       Competitors’ Reactions:

 

It is important to consider the competitors’ reactions, responses and capacity to react and its impact while choosing a strategic alternative.

For example, if a company decides to choose an aggressive strategy which directly affects the key competitors to react, then the company may also pursue an aggressive counter-strategy for safety. It would be unrealistic for the company not to consider that possibility.

The strategic choice of a strategy option is bound to reflex in the competitors’ reaction. Therefore, a wise strategist places himself in the shoes of the competitor or competitors to know where exactly the shoe bites. Only after studying the reactions, he may be able to take correct decision than ignoring the impact of competitor reaction.

Much depends on your market position. That is, whether you are leader, challenger, follower or nicher. Say, both your firm and your arch-rival firm are challengers. In this case, it is quite possible that your competitor may take your strategic option as very aggressive and makes the competitor to have counter strategy to overpower you.

Take the case of price war going on between arch rivals namely Hindustan Lever and Proctor and Gamble.

If the first company has reduced the price of Surf Excel , Proctor and Gamble has done so in case of Arial. Later, Surf Excel has been introduced with new proposition.

The followers say Nirma and others being followers, have no choice than to follow the suit without option. Thus, the competitor’s reaction has far reaching impact on the choice of a strategy. The heightened activity to reduce price and increase grammage by HUL, say analysts, was after P&G’s launch of a low-priced variant of Tide, called Tide Naturals, in December 2012.


g.      Availability of Information:

 

Availability of information is a crucial factor in the choice of strategy. Managers choose a strategic option on the basis of relevant data and information. The degree of uncertainty and risk depends upon the amount of information that is available to the strategist. The greater the amount of available information, the lesser the risk is. Hence, managers must ensure the availability of all information bearing on the strategic alternatives.

When it is a question of choice rather rational choice, the quality and quantity of information decide the strategy choice. The choice or strategic decision that is based on facts, the considered opinions other sources of information written as oral are more sound and acceptable that is, the degree of risk and uncertainty depends on the amount and quality of information made available to the decision makers.

There is inverse relationship between the available information and the degree of accuracy of strategic choice. That is, the greater the amount of high quality information, lesser the risk and uncertainty. The decision maker is a risk-prone or a risk averter or risk neutral.

Risk prone and risk averters need the information to decide whether to take or not the calculated risks which are unavoidable in the world of business. Hence, the decision makers need a package of relevant information to analyse and interpret and act. The information is not easily available which costs in terms of treasure, time and talent.

 

h.      Critical Success Factors and Distinctive Competencies:

 

Critical success factors are the key factors required for the success of an organisation. Distinctive competency is a specific ability possessed by an organisation. Strategists should look at specific qualities and strengths possessed by the organisation for making a strategic choice. They should also consider the critical success factors for their organisation while making a strategic choice.



1Factors Affecting Portfolio Strategy

2. Factors Affecting Portfolio Strategy- Internal Factors

3. Factors Affecting Portfolio Strategy- External Factors

4. Key Success Factors

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