Domain 1: Strategy & Governance (738201)¶

Industry Edition: ZORBA for Professional Services

This is the ZORBA for Professional Services variant of this domain.

Setting direction and ensuring accountability

Classification: Management Function Version: v0.1 (Draft)

Overview¶

This domain encompasses the enterprise's ability to define its purpose, set strategic direction, govern its operations, manage enterprise-wide performance, and ensure the organisation adapts and transforms to remain competitive. It is the domain where long-term intent is formulated, corporate accountability is established, and enterprise-wide coordination is orchestrated. In a ZORBA-enabled enterprise, this domain also governs how the blended workforce itself is designed and overseen — ensuring that the human/agent operating model is a deliberate strategic choice, not an emergent accident.

ZORBA Hierarchy: Domain → Capability → Process¶

ZORBA Level    │  APQC Equivalent     │  Description
───────────────┼──────────────────────┼─────────────────────────────────────
Domain         │  Category            │  Major area of enterprise activity
Capability     │  Process Group       │  What the organisation can do
Process        │  Process             │  How work flows to deliver a capability

Capabilities & Processes¶

1.1 Define the Business Concept and Long-Term Vision (284713)¶

Establish the foundational purpose, mission, values, and long-term vision of the enterprise. This capability ensures the organisation has a clearly articulated reason for existing and a compelling picture of its future state.

#	Process	ID	Agentic Profile
1.1.1	Develop and articulate the enterprise mission and purpose	517342	H — Human-led; agents may research peer missions for benchmarking
1.1.2	Define and codify organisational values and principles	842156	H — Human-led; values require authentic human deliberation
1.1.3	Formulate the long-term vision and strategic ambition	394028	H+a — Human-led with agent scenario modelling and trend analysis
1.1.4	Communicate vision and purpose across the enterprise	651873	H=A — Agents generate communications; humans approve and personalise
1.1.5	Review and refresh the business concept periodically	923467	H+a — Agents monitor market shifts and trigger review cycles

1.2 Develop and Manage Enterprise Strategy (156489)¶

Translate the long-term vision into a coherent strategic plan that defines where the enterprise will compete, how it will win, and what capabilities it requires. This includes environmental analysis, strategic option evaluation, and strategy documentation.

#	Process	ID	Agentic Profile
1.2.1	Conduct environmental and market analysis	308741	h+A — Agent-heavy; agents scan, synthesise, and present; humans interpret
1.2.2	Assess internal capabilities and strategic readiness	762514	H=A — Agents map capabilities and gaps; humans validate and prioritise
1.2.3	Identify and evaluate strategic options	439286	H+a — Agents model scenarios and outcomes; humans judge and decide
1.2.4	Select and commit to strategic direction	185673	H — Human decision; agents provide decision-support artefacts
1.2.5	Document and formalise the strategic plan	624831	h+A — Agents draft; humans review, refine, and approve
1.2.6	Cascade strategy across organisational units and domains	571948	H=A — Agents distribute and track acknowledgement; humans contextualise for their teams
1.2.7	Monitor strategic assumptions and trigger strategy refresh	893215	A — Agents continuously monitor assumptions; alert humans when conditions change

1.3 Manage Strategic Planning Cycles and Cadences (472053)¶

Define and operate the rhythms through which strategy is planned, reviewed, and refreshed — including annual planning cycles, quarterly reviews, and event-driven strategic responses.

#	Process	ID	Agentic Profile
1.3.1	Define the strategic planning calendar and milestones	341679	H+a — Humans set cadences; agents schedule and track
1.3.2	Coordinate cross-functional input to strategic planning	728463	H=A — Agents orchestrate collection; humans contribute substance
1.3.3	Facilitate strategic review sessions	514927	H+a — Agents prepare briefing packs; humans facilitate discussion
1.3.4	Manage the transition from planning to execution	896234	H=A — Agents translate strategy into initiative structures; humans approve
1.3.5	Operate concurrent planning horizons	263148	H=A — Agents maintain multiple planning timelines; humans prioritise across horizons

1.4 Manage Corporate Governance and Board Operations (619372)¶

Ensure the enterprise operates within its governance framework — including board management, fiduciary oversight, shareholder relations, and regulatory governance obligations.

#	Process	ID	Agentic Profile
1.4.1	Manage board composition, meetings, and administration	485213	h+A — Agents handle scheduling, document prep, minutes; humans govern
1.4.2	Prepare and distribute board and committee packs	753648	h+A — Agent-assembled; humans review and approve content
1.4.3	Manage fiduciary and regulatory governance obligations	192837	H+a — Agents monitor compliance calendars; humans exercise fiduciary judgement
1.4.4	Coordinate shareholder and stakeholder communications	647312	H=A — Agents draft; humans approve tone and content
1.4.5	Maintain the corporate governance framework and policies	831456	H=A — Agents track regulatory changes and flag policy gaps; humans update policies

1.5 Manage Enterprise Performance (537182)¶

Establish and operate the enterprise performance management system — defining KPIs, tracking outcomes, conducting performance reviews, and ensuring accountability from strategy through to execution.

#	Process	ID	Agentic Profile
1.5.1	Define enterprise KPIs and performance frameworks	412965	H+a — Humans define what matters; agents benchmark and recommend targets
1.5.2	Collect, aggregate, and validate performance data	869273	A — Agent-executed; continuous automated data collection
1.5.3	Analyse performance trends and identify variances	234817	h+A — Agents analyse and surface insights; humans interpret meaning
1.5.4	Conduct periodic performance reviews	695148	H+a — Agents prepare review materials; humans lead review discussions
1.5.5	Manage corrective actions and performance interventions	748321	H+a — Humans decide interventions; agents track execution and follow-up
1.5.6	Report performance to governance bodies and stakeholders	513429	h+A — Agents generate reports; humans present and contextualise

1.6 Manage Strategic Partnerships and Alliances (843625)¶

Identify, evaluate, establish, and govern strategic partnerships, joint ventures, alliances, and ecosystem relationships that extend the enterprise's capabilities and market reach.

#	Process	ID	Agentic Profile
1.6.1	Identify and evaluate potential strategic partners	372841	H=A — Agents scan market and assess fit; humans evaluate relationship potential
1.6.2	Negotiate and formalise partnership agreements	916254	H — Human-led negotiation; agents support with research and document preparation
1.6.3	Manage ongoing partner relationships and governance	284163	H+a — Humans own relationships; agents track commitments and performance
1.6.4	Measure partner value and contribution	637412	h+A — Agents track metrics and ROI; humans assess strategic value
1.6.5	Manage partner ecosystem coordination	459823	H=A — Agents orchestrate information flow; humans manage strategic alignment

1.7 Manage Enterprise Architecture and Operating Model (291648)¶

Define, maintain, and evolve the enterprise's architecture and operating model — including the structural hierarchy, domain configuration, and blended workforce design that ZORBA itself describes.

#	Process	ID	Agentic Profile
1.7.1	Define and maintain the enterprise operating model	823147	H+a — Humans design; agents maintain documentation and track drift
1.7.2	Manage the enterprise domain and capability map	564219	H=A — Agents maintain the living map; humans make structural decisions
1.7.3	Design and govern the blended workforce architecture	715362	H+a — Humans set workforce composition targets; agents model scenarios and monitor actuals
1.7.4	Manage framework adoption and customisation	348972	H=A — Agents track framework versions and compliance; humans decide adaptations
1.7.5	Conduct operating model reviews and maturity assessments	471836	H=A — Agents assess maturity against benchmarks; humans interpret and act

1.8 Manage Business Transformation and Change (165734)¶

Plan, coordinate, and execute enterprise-wide transformation initiatives — including organisational change, digital transformation, operating model transitions, and strategic restructuring.

#	Process	ID	Agentic Profile
1.8.1	Identify and prioritise transformation opportunities	924183	H=A — Agents surface opportunities from data; humans prioritise by strategic value
1.8.2	Design transformation programmes and roadmaps	647521	H+a — Humans design; agents model dependencies and timelines
1.8.3	Manage organisational change and stakeholder readiness	382714	H+a — Humans lead change; agents monitor sentiment and readiness indicators
1.8.4	Execute and track transformation initiatives	538469	H=A — Agents track milestones, risks, and dependencies; humans lead delivery
1.8.5	Measure transformation outcomes and realise benefits	814237	h+A — Agents measure and report; humans validate benefit realisation
1.8.6	Embed change and ensure sustainability of new ways of working	276948	H+a — Humans reinforce behaviours; agents monitor adoption and flag regression

1.9 Manage Enterprise Risk Oversight (428519)¶

Provide enterprise-wide risk oversight — identifying, assessing, and monitoring strategic and operational risks that span domains and organisational units. This is the strategic risk layer; domain-specific risk management sits within Domain 11 (Risk, Legal & Compliance).

#	Process	ID	Agentic Profile
1.9.1	Define the enterprise risk appetite and tolerance	753219	H — Human decision; agents provide risk landscape context
1.9.2	Identify and assess enterprise-level risks	319847	H=A — Agents scan for emerging risks; humans assess severity and likelihood
1.9.3	Monitor the enterprise risk landscape continuously	862431	A — Agent-executed; continuous monitoring with human-defined alert thresholds
1.9.4	Report risk exposure to governance bodies	547183	h+A — Agents compile risk reports; humans present and contextualise
1.9.5	Coordinate risk response across domains and OUs	691524	H+a — Humans lead cross-domain response; agents track actions and dependencies

1.10 Manage Mergers, Acquisitions, and Divestitures (374156)¶

Evaluate, execute, and integrate (or separate) corporate transactions that reshape the enterprise's portfolio of businesses.

#	Process	ID	Agentic Profile
1.10.1	Scan and evaluate acquisition and divestiture targets	218463	H=A — Agents screen and model; humans evaluate strategic fit
1.10.2	Conduct due diligence	785314	H=A — Agents process and analyse data rooms; humans assess risks and red flags
1.10.3	Negotiate and structure transactions	436129	H — Human-led negotiation with agent research support
1.10.4	Plan and execute post-merger integration	862541	H+a — Humans lead integration; agents track workstreams and synergies
1.10.5	Plan and execute divestitures and separations	519873	H+a — Humans lead separation; agents manage checklists and dependencies

Summary¶

Capability	ID	Process Count
1.1 Define the Business Concept and Long-Term Vision	284713	5
1.2 Develop and Manage Enterprise Strategy	156489	7
1.3 Manage Strategic Planning Cycles and Cadences	472053	5
1.4 Manage Corporate Governance and Board Operations	619372	5
1.5 Manage Enterprise Performance	537182	6
1.6 Manage Strategic Partnerships and Alliances	843625	5
1.7 Manage Enterprise Architecture and Operating Model	291648	5
1.8 Manage Business Transformation and Change	165734	6
1.9 Manage Enterprise Risk Oversight	428519	5
1.10 Manage Mergers, Acquisitions, and Divestitures	374156	5
Total		54 processes

Agentic Profile Legend¶

Code	Meaning
H	Human-only — agent participation not appropriate
H+a	Human-led with light agent support
H=A	Balanced human-agent collaboration
h+A	Agent-led with human oversight or approval
A	Agent-autonomous within defined boundaries