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Access the following to complete this Assessment:Capstone Strategy Playbook for Exceptional Results: Description of the PlaybookStrategy Playbook Organizational Selection Process FlowchartWalden MBA Capstone BibliographyJames Houghton and Signature TheaterTrader Joe’sTesla Motors (in 2013): Will Sparks Fly in the Automobile Industry?Apple (in 2013): How to Sustain a Competitive Advantage?The Weather CompanyA Playbook for Strategy: The Five Essential Questions at the Heart of Any Winning StrategyMapping, Measurement and Alignment of Strategy Using the Balanced Scorecard: The Tata Steel CaseSupplemental Reading Notes to Prepare for Effective Strategic ThinkingAcademic Writing Expectations ChecklistYour response to this Assessment should:Reflect the criteria provided in the Rubric. Note: This Rubric will be used to assess each of the six analysis entries of the Strategy Playbook separately but will use the same analytic evaluation logic.Adhere to the required assignment length.Conform to APA style guidelines. You may use Walden Writing Center’s APA Course Paper Template.This Assessment requires submission of one (1) file. Save this file as SF006_first initial_lastname (for example, SF006_ J_Smith).When you are ready to upload your completed Assessment, use the Assessment tab on the top navigation menu.InstructionsBefore submitting your Assessment, carefully review the rubric. This is the same rubric the assessor will use to evaluate your submission and it provides detailed criteria describing how to achieve or master the Competency. Many students find that understanding the requirements of the Assessment and the rubric criteria help them direct their focus and use their time most productively.RubricThink of yourself as a paid consultant who has been hired to: diagnose long-term and/or cross-functional problems in organizational performance, identify long-term opportunities, and recommend solutions and strategic pathways to improve long-term organizational health.Keep in mind that as a consultant your opinion doesn’t matter. Your fee is based on an integrated, documented, and strong analysis that offers recommendations based on the application of relevant information.It is important that you put together a cogent, clear analysis that can help you explain the root causes of the problems and propose solutions, using concepts from the documents provided and other relevant concepts based on knowledge you reference to support your arguments.Follow the steps below to create your “Strategy Playbook for Exceptional Results.”This assessment has two-parts. Click each of the items below to complete this assessment.Part I: Company Selection and Approval The first step in creating your strategy playbook is to select an appropriate company or organization for your study. You must select a publicly traded company that has more than 100 employees. Ideally, you should select an organization that you are very familiar with and/or very passionate about.Review the “Capstone Strategy Playbook for Exceptional Results: Description” and “Strategy Playbook Organizational Selection Process Flowchart” documents. These documents present a general description of the strategy playbook and review the process and limitations for selecting a company or organization to analyze for you strategy playbook.Consider the following suggestions when selecting the company: You may want to study your current organization if it is publically traded. (All names of people would be disguised.)You may want to study a direct competitor of your current company that is publically traded, and apply lessons learned as appropriate.You may want to study an exemplary company where you could use your analysis to model a new business start-up you are considering.You may want to study a failing company, and analyze what you think are the root causes of the failure and offer strategies for an effective turn-around.Be sure to choose an organization/industry that you are genuinely interested in and will commit to studying. Remember, it is likely that no one company or organization will be a perfect selection. So, log into the Walden Library and explore what information is available about your target company. (Note: You have done work finding and analyzing annual reports earlier in the program, so you can start there if you are planning to study a publically traded company.)There are a variety of databases and resources available that can help you with your research. Explore them to find the most effective ones. Since you are working with a public company, the Hoovers database is a good place to start. Remember that research and information literacy are two important MBA program level skills that you are expected to demonstrate.Write a summary of your selection as follows:Identify the company that you will study and explain how it meets the criteria provided above, and why you think you will learn the most from it, and have the most fun analyzing it.Confirm that you have access to annual reports and other information about the company at the Hoover’s, Business Source Complete, or other relevant source within the Walden Library.Your summary should be approximately 200 words in length.Note: You must submit Part I to your SMEPart II: Playbook EntriesYou will create six detailed entries for your “Strategy Playbook for Extraordinary Results.” Each entry will be a situation analysis, similar to the situation analyses you completed in your SF005 Assessment.Note: For each entry, be sure to review the analyses and responses you completed for the CMBA SF005 Assessment. You are expected to apply lessons from the case studies, reference appropriate and relevant readings you identify from the “Walden MBA Capstone Bibliography,” and from other appropriate frameworks and analytic tools into your playbook entry.Playbook Entry 1: Evaluation of Mission, Vision, & Values—The Soulful Purpose in ActionIn your first analysis entry for your strategy playbook for your chosen Capstone organization, evaluate what Wolfe calls the “Context Field”, or level of analysis, for the company you selected. As Wolfe explains (2011, pp. 81–84):“Within organizations, the Context field is often incorrectly referred to as the culture of the organization. It is this but is also much more. Culture is part of Context but not all of it.Context is certainly much more than the “do’s and don’ts” associated with the word culture in our society. It’s even more than the mores and shared values we spend so much time dissecting and diagramming. It’s the sum total of all our shared stories, the mythology we make up to explain our world to ourselves and to others.As such, it is not something that can be easily observed or measured, but it literally defines “how we do things around here.” An organization and the individuals within it cannot behave or operate in ways that are contrary to the Context framework defining the organization. . .The Context Field contains energy associated with meaning and purpose. It is the energy that drives what is known in today’s business environment as engagement.”In traditional strategy terms, evaluating the “Context Field” of an organization is related to the evaluation of the organization’s stated, and lived, mission, vision, and values (if they have them stated). The analysis of the Context Field derives from developing answers to a probing set of questions that are intended to help you better understand the goals, ambitions, value, and long-term soulful purpose of the organization. Understanding these issues sets the context and lens from which to better understand how to shape your strategy playbook. It also affords you the opportunity to recommend ways in which these important context elements (mission, vision, and values) could be improved. This entry’s focus question for your strategy playbook is: What is your winning aspiration? (What do you stand for and believe deeply in?)Reference: Wolfe, N. (2011). The living organization: Transforming business to create extraordinary results. Irvine, CA: Quantum Leaders Publishing.To prepare for this playbook entry:Review “James Houghton and Signature Theater,” and any notes you prepared for your Assessment of that case in your SF005 Assessment responses. With this information in mind, consider what you learned that you can apply to your chosen organization.Identify and review relevant readings from the “Walden MBA Capstone Bibliography,” as well as other relevant readings you deem relevant.Locate and maintain access to publically available information about the organization’s mission, vision, and values. This information should be available in the organization’s annual reports and official website.Analyze the company’s mission, vision, and values by considering the following: What is the fundamental purpose of the organization (beyond “making money”), why does it exist, and what problems does it solve in the world? (See Wolfe, 2009, pp. 121–128.)Would the world be a better place if this organization no longer existed? Why, or why not? (See Wolfe, 2009, pp. 121–128.)Has the company been consistent and true towards achieving its purpose and vision over the years? Is it still consistent now? How? What could it do better?Are organization-wide goals stated merely in terms of market growth or financial outcomes for a year or two? Are there any more broad, stakeholder related goals or “balanced scorecard” goals? How should they improve in this area (what goals should they have and why)?Do the stated mission and/or vision statements address all of the fundamental stakeholders explicitly? (At an absolute minimum, this should include employees, customers, and shareholders.)Are the organization’s fundamental (soulful) purpose, mission, vision, and values aligned explicitly with one another—and with the actions of the organization?Write Playbook Entry 1Write a polished and synthesized evaluation of your chosen organization’s stated mission, vision, and values statements and include it as Entry 1 in your strategy playbook document. In writing your evaluation, be sure to address the following:Do the stated mission, vision, and values provide a strong foundation from which to clearly understand the organization’s soulful purpose? How, and why?What are the strengths and weaknesses of the stated mission, vision, and values? Why?What revisions would you make to strengthen them (if necessary), and why? If you do not have recommendations, explain why you think the current stated mission, vision, and values are appropriate without revision and what criteria you suggest that organization use to evaluate those periodically so it can ensure that they remain relevant.Be sure to back your evaluation with evidence and references to best practices from the case study, required readings, and relevant readings from the “Walden MBA Capstone Bibliography.”Title this entry “Mission, Vision, and Values Analysis for [Insert Organization Name].”This entry should be approximately 700 words, single spaced, excluding a title page and references.Notes:If the organization you are studying does not have formal statements on the items listed above, create them based on the application of your research. Then, explain why your version makes sense.As a best practice, you should plan to review and revise your playbook throughout this Assessment as you continue to build your components. You may find that you have new ideas and items that could further improve your work, and you should revise earlier sections (apply iterative writing).Playbook Entry 2: Core Skills, Competencies, and CapabilitiesFor your second entry into your playbook, you will apply lessons learned from your Trader Joe’s case analysis and discussion about internal resource assessment, appropriate and relevant readings you identify from the “Walden MBA Capstone Bibliography,” and other appropriate frameworks and analytic tools into your playbook entry. The critical question in this section’s analysis is: Which capabilities must be in place (for my capstone organization to win)?To prepare for this entry:Review the “Trader Joe’s” document, and the analysis you prepared for this case in your SF005 Assessment.Identify and review relevant readings from the “Walden MBA Capstone Bibliography,” as well as from other relevant readings that you identify.Locate and maintain access to publically available information about your organization.Write Playbook Entry 2Write a polished and synthesized analysis of the company’s resources and include it as Entry 2 in your strategy playbook. Be sure to address the following:What did you learn from the Trader Joe’s case analysis and from other relevant resources?What context differences are important between the case example and your organization? What assumptions do you need to make in order to use the concepts appropriately?Given your chosen organization, what concepts, tools, and readings from the “Walden MBA Capstone Bibliography” and other self-selected resources are most relevant to helping guide how you might recommend improving the company? Why and how are they relevant?Based on the case analysis and other resources you have reviewed, what are some specific organizational actions, metrics, and general recommendations that you would add to, or make for your strategy playbook?Title this section: Internal Resource Analysis for [Insert Organization Name].Entry 2 should be approximately 700 words, single spaced, excluding a title page and references.Note: As a best practice, you should plan to review and revise your playbook throughout this Assessment, as you continue to build your components. You may find that you have new ideas and items that could further improve your work, and you should revise earlier sections (apply iterative writing).Playbook Entry 3: Stakeholder and General Force AnalysisFor your third entry into your playbook, you will apply lessons learned from your Tesla Motors analysis and discussion about stakeholder assessment and its relationship to P.E.S.T. analysis; appropriate and relevant readings you identify from the “Walden MBA Capstone Bibliography;” and other appropriate frameworks and analytic tools into your playbook entry. The critical question in this section’s analysis is: Where will you play? (Who will you serve, and who will either help or compete against you?)To Prepare for this Entry:Review the “Tesla Motors” document and your analysis of that case in the SF005 Assessment.Identify and review relevant readings from the “Walden MBA Capstone Bibliography,” as well as other relevant readings that you identify.Locate and maintain access to publically available information about your organization.Write Playbook Entry 3Write a polished and synthesized analysis of the stakeholders and general force, related to your selected company, and include it as Entry 3 in your strategy playbook. Be sure to address the following:What did you learn from your Tesla Motors case analyses that you can apply to your strategy playbook for your chosen organization?What context differences are important between the case example and your organization? What assumptions do you need to make in order to use the concepts appropriately?Given your chosen organization, what concepts, tools, and readings from the “Walden MBA Capstone Bibliography” and from other self-selected resources are most relevant to helping guide how you might recommend improving the company? Why and how are they relevant?Based on the case analysis and other resources that you have reviewed, what are some specific organizational actions, metrics, and general recommendations that you would add to or make for your strategy playbook?Title this section “Stakeholder Analyses for [Insert Organization Name].”Entry 3 should be approximately 700 words, single spaced, excluding a title page and references.Note: As a best practice you should plan to review and revise your playbook throughout this Assessment, as you continue to build your components. You may find that you have new ideas and items that could further improve your work, and you should revise earlier sections (apply iterative writing).Strategy Playbook Entry 4: Five-Forces and Blue Ocean Strategy AnalysisFor your fourth entry into your playbook, you will apply lessons learned from your Apple, Inc. case analysis (about competitive force assessment), appropriate and relevant readings you identify from the “Walden MBA Capstone Bibliography,” and other appropriate frameworks and analytic tools into your Playbook entry. The critical question in this section’s analysis is: How will you win? (How will you create unique value?).To prepare for this entry:Review the “Apple, Inc.” document and any notes you prepared for your analysis of that case in your SF005 Assessment.Identify and review relevant readings from the “Walden MBA Capstone Bibliography,” as well as from other relevant readings that you identify.Locate and maintain access to publically available information about your organization.Write Playbook Entry 4Write a polished and synthesized analysis of your selected company based on the Five-Forces and Blue Ocean Strategy. Include this as Entry 4 of your Strategy Playbook. Be sure to address the following:What did you learn from your Apple, Inc. (in 2013) case analysis that you can apply to your strategy playbook for your chosen organization.What context differences are important between the case example and your organization; what assumptions do you need to make in order to use the concepts appropriately?Given your chosen organization, what concepts, tools, and readings from the “Walden MBA Capstone Bibliography” and other relevant resources are most relevant to helping guide how you might recommend improving the company? Why and how are they relevant?Based on the case analysis and other resources you have reviewed, what are some specific organizational actions, metrics, and general recommendations that you would add to or make for your strategy playbook?Title this section “Competitive Force Analysis for [Insert Organization Name].”This portion of your strategy playbook should be approximately 700 words, single spaced, excluding a title page and references.Note: As a best practice you should plan to review and revise your playbook throughout this Assessment, as you continue to build your components. You may find that you have new ideas and items that could further improve your work, and you should revise earlier sections (apply iterative writing).Strategy Playbook Entry 5: KSF Analysis & Potential Strategic PathwaysFor your fifth entry into your playbook, you will apply lessons learned from your second key success factor (KSF) analysis of Trader Joe’s, that focused on key success factors; and you will apply lessons from appropriate and relevant readings you identify from the “Walden MBA Capstone Bibliography,” and other appropriate frameworks and analytic tools, and will add to your playbook. The critical questions in this section’s analysis are: How will you win? (How will you create unique value now and in the future?) Which capabilities must be in place (to win in the future)? What skills, competencies, and capabilities do you need now and in the future?To prepare for this entry:Review again the “Trader Joe’s” document and your analysis of that case from your SF005 Assessment.Identify and review relevant readings from the “Walden MBA Capstone Bibliography,” as well as from other relevant readings that you identify.Locate and maintain access to publically available information about your organization.Write Playbook Entry 5Write a polished and synthesized entry into your “Strategy Playbook for Extraordinary Results.” Be sure to address the following:What did you learn from this week’s resources, and the “Trader Joe’s” (revisited) and the “U.S. Food Retailing” case analyses that you can apply to your strategy playbook for your chosen organization?What context differences are important between the case example and your organization; what assumptions do you need to make in order to use the concepts appropriately?Given your chosen organization, what concepts, tools, and readings from the “Walden MBA Capstone Bibliography” and self-identified resources are most relevant to helping guide how you might recommend improving the company? Why and how are they relevant?Based on the case analysis, and other resources you have reviewed, what are some specific organizational actions, metrics, and general recommendations that you would add to, or make for your strategy playbook?Title this section “Key Success Factor Analysis for [Insert Organization Name].”Playbook Entry 5 should be approximately 700 words, single spaced, excluding a title page and references.Note: As a best practice, you should plan to review and revise your playbook throughout this Assessment as you continue to build your components. You may find that you have new ideas and items that could further improve your work, and you should revise earlier sections (apply iterative writing).Strategy Playbook Entry 6: What is the Strategy that Your Playbook is Designed to Support?For your sixth entry into your playbook, you will apply lessons learned from you’re “The Weather Company” case analysis (about strategy evaluation), appropriate and relevant readings you identify from the “Walden MBA Capstone Bibliography,” and other appropriate frameworks and analytic tools and will add to your strategy playbook. The critical question in this section’s analysis is: Which capabilities must be in place (for my capstone organization to win)?To prepare for this entry:Review “The Weather Company” document and any notes you prepared for your analysis of that case in your SF005 Assessment responses.Identify and review relevant readings from the “Walden MBA Capstone Bibliography.”Write Playbook Entry 6Write a polished and synthesized entry into your “Strategy Playbook for Extraordinary Results.” At minimum you should address:What did you learn from this week’s resources, and The Weather Company case analysis that you can apply to your strategy playbook for your chosen organization?What context differences are important between the case example and your organization; what assumptions do you need to make in order to use the concepts appropriately?Given your chosen organization, what concepts, tools, and readings from the “Walden MBA Capstone Bibliography” and self-selected resources are most relevant to helping guide how you might recommend improving the company? How and why are these resources relevant?Based on the case analysis and other resources you have reviewed, what are some specific organizational actions, metrics, and general recommendations that you would add to, or make for your strategy playbook?Title this section “Strategy Evaluation Analysis for [Insert Organization Name].”This portion of your Strategy Playbook should be approximately 700 words, single spaced, excluding a title page and references.Note: As a best practice you should plan to review your playbook one last time.Final Entry: Completing Your Strategy Playbook & Summary DiagramYou are now ready to finalize a polished and synthesized “Strategy Playbook for Extraordinary Results.” It represents what can be thought of as a form of “Due Diligence Analysis”—where you are trying to step into the role of either a consultant to a senior leadership team or are a member of that team—and where you are preparing a “forward-looking,” “crisp,” “impactful” analysis about where you think the company ought to be going for the next 5 years or so, and how it might get there.Elements of the Completed PlaybookThe full playbook will be composed of three elements:Written Executive Summary (that provides key highlights of your playbook)Strategy Map (or other playbook summary diagram)Appendix (containing the synthesized, integrated compilation of your six analysis playbook entries—with complete references and citations included for the entire work)General FormatAll sections should be single spaced. Start with a cover page, then start page numbering with the Executive Summary, continue it through the very end (appendix included). References should be included after the appendix and follow APA 6th edition format.Note: Your playbook should have a cover page with a title for the recommended strategy that describes the strategy, like “Maru-C” (“Encircle Caterpillar”), which was a large scale strategy that Komatsu strove for in the 1980s.Prepare your Final DraftReview “Capstone Strategy Playbook for Exceptional Results” for details on how to complete each element and review the Assessment Rubric for additional details. Also, review “A Playbook for Strategy: The Five Essential Questions at the Heart of Any Winning Strategy” and “Mapping, Measurement and Alignment of Strategy Using the Balanced Scorecard: The Tata Steel Case.” Then, complete all sections, edit, and review the entire paper. Finally, submit for assessment.
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SF006: Strategic Action Planning: Create an original strategy playbook and scorecard to guide rigorous strategic analysis of an organization.
Assessment Rubric
0
Not Present
1
Needs Improvement
2
Meets Expectations
3
Exceeds Expectations
Sub-Competency 1: Develop an original strategy playbook/scorecard that outlines original and relevant strategic initiatives and metrics,
and that provides appropriate conceptual justification for the initiative and metric recommendations.
Note: This Sub-Competency 1 Rubric will be used to assess each of the six analysis entries of the Strategy Playbook separately but will use the same analytic
evaluation logic.
©2015 Walden University
1
Learning Objective 1.1:
Diagnose long-term
and/or cross-functional
problems and
opportunities in
organizational
performance using
appropriate concepts
from strategic situation
analysis.
©2015 Walden University
Diagnosis of long-term
and/or cross-functional
problems and
opportunities in
organizational
performance using
appropriate concepts from
strategic situation analysis
is missing.
The company identified
does not meet the stated
criteria.
A rationale given for the
selection of the company
is weak.
Diagnosis of problem(s) is
not framed as strategic in
nature.
Choice of strategic
situation analysis tools and
concepts is somewhat
appropriate, given the
situation under study.
Use of strategic situation
analysis tools and concepts
somewhat appropriate,
given the situation under
study.
References to formal
knowledge and best
practices are not provided.
The analysis is incomplete.
The company identified
meets the stated criteria.
A logical rationale is given
for the selection of the
company.
Diagnosis of problem(s) is
framed as strategic in
nature.
Choice of strategic
situation analysis tools and
concepts is appropriate,
given the situation under
study.
Use of strategic situation
analysis tools and concepts
is appropriate, given the
situation under study and
links that reasoning to
appropriate knowledge.
The analysis is complete.
The response
demonstrates the same
level of achievement as
“2”, plus the following:
Assumptions of analysis
are clearly stated and
appropriate
The analysis is very
thorough and clear.
2
Learning Objective 1.2:
Generate relevant
implications and
conclusions from
strategic situation
analyses.
Generation of relevant
implications and
conclusions from strategic
situation analyses is
missing.
Learning Objective 1.3:
Choose feasible
options based on
strategic situation
analyses.
Choice of feasible options
for recommended strategy
based on strategic
situations analyses is
missing.
©2015 Walden University
The response contains
vague or general
implications that relate
somewhat to the specific
logic of diagnoses analyses
required.
The response contains
weak or overly general
conclusions that are
weakly supported with
evidence and appropriate
strategic situation logic
and concepts.
References to formal
knowledge and best
practices are not provided.
The response identified
somewhat relevant and
somewhat appropriate
strategic options that
relate to the situation
analysis.
The response contains a
weak or unsubstantiated
argument that supports
why the option(s) is
feasible and links that
reasoning to appropriate
knowledge.
References to formal
knowledge and best
practices are not provided.
The response contains
relevant implications that
relate directly to the
specific logic of diagnoses
analyses required.
The response contains
conclusions that are
supported with evidence
and appropriate strategic
situation logic and
concepts, links that
reasoning to appropriate
knowledge.
The response
demonstrates the same
level of achievement as
“2”, plus the following:
Underlying assumptions to
the analysis are clearly
stated.
The analysis is very
thorough and clear.
The response identified
relevant and appropriate
strategic options that
relate to the situation
analysis.
The response contains an
argument that supports
why the option(s) is
feasible.
The response links
reasoning to appropriate
knowledge and best
practices.
The response
demonstrates the same
level of achievement as
“2”, plus the following:
Underlying assumptions to
the analysis are clearly
stated.
The analysis is very
thorough and clear.
3
Learning Objective 1.4:
Develop an Executive
Summary that
communicates
recommendations,
strategies, and
initiatives based on
strategic situation
analyses.
Recommendations,
strategies, and initiatives
based on strategic
situation analyses are
missing.
The recommendations,
strategies, or initiatives are
vaguely identified.
The recommendations,
strategies, or initiatives are
not consistent with all
prior analyses.
The presentation of the
recommendations,
strategies, or initiatives is
passive and is not actionplan oriented.
The recommendations are
not persuasive and are not
explicitly supported with
evidence.
The recommendations,
strategies, or initiatives are
identified.
The recommendations,
strategies, or initiatives are
consistent with all prior
analyses.
The presentation of the
recommendations,
strategies, or initiatives is
in the active voice and is
action-plan oriented.
The recommendations are
mostly persuasive and are
somewhat explicitly
supported with evidence.
Learning Objective 1.5:
Develop a Strategy
Map that summarizes
a Strategy Playbook
Analysis.
Recommendations,
strategies, and initiatives
based on strategic
situation analyses are
missing.
The Strategy Map is
incomplete and identifies
only some of the major
initiatives in the Playbook.
The Strategy Map shows
vague or unclear
interrelationships among
strategy initiatives,
objectives, and metrics.
The Strategy Map is
complete and identifies all
major initiatives in the
Playbook.
The Strategy Map shows
the interrelationships
among strategy initiatives,
objectives, and metrics.
©2015 Walden University
The response
demonstrates the same
level of achievement as
“2”, plus the following:
The recommendations,
strategies, or initiatives are
clearly identified.
The recommendations,
strategies, or initiatives are
strongly consistent with all
prior analyses.
The recommendations,
strategies, or initiatives are
clearly written in a style
consistent with the needs
of an executive leadership
audience.
The recommendations are
persuasive and explicitly
supported with evidence.
The response
demonstrates the same
level of achievement as
“2”, plus the following:
The Strategy Map is very
clear and the presentation
logic is apparent.
4
Learning Objective 1.6:
Integrate a set of
analyses to support a
Strategy Playbook.
An integrated set of
analyses to support a
Strategy Playbook is
missing.
The response does not
successfully integrate set
of analyses to support a
Strategy Playbook.
The set of analyses is
unclear or incomplete.
The analyses do not clearly
connect to the Executive
Summary and Strategy
Map.
The response does not
contain a completed
references section, or the
references are not
relevant.
The response contains an
integrated set of analyses
to support a Strategy
Playbook.
The set of analyses is clear
and complete.
The analyses mostly
connect to the Executive
Summary and Strategy
Map.
The response contains a
completed references
section and the references
are relevant.
The resp

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