ChinaLifeStrategicAssessment

1、china life strategic assessmentexternal & internal assessment 2003 china life insurance company, ltd.document summary:document number:internal document control numberdocument version:1.0authors:qa:date released:classification:internal confidentialdocument type:language:englishdistribution:intern

2、al project management dc & hphistoryhistory of changesauthorpre release qareleaseddraft 1.0initial draft createddocument authorizationthe enclosed document has been reviewed and accepted by the following people:namepositiondate reviewed1table of contents1table of contents42executive summary63ext

3、ernal assessment73.1insurance industry review73.1.1life insurance industry review73.1.2key regulatory issues & trends73.1.3customer segment & profile review73.2competitive environment review (domestic & foreign insures)73.2.1competitor profile / context review73.2.2market opportunities a

4、nd threats83.2.3china life competitive advantages / differentiators83.3information technology analysis & assessment83.3.1global trends83.3.2trends in china83.3.3review selected packages83.3.4e-commerce issues and trends84internal assessment94.1strategic objectives review & assessment94.1.1bu

5、siness definition94.1.2strategic & tactical mission94.1.3vision & value94.1.4business operating model & structure94.2insurance value chain assessment94.2.1customer / client94.2.2distribution94.2.3program / product packaging, pricing94.2.4operations / administration94.2.5technology &

6、applications94.2.6finance94.2.7service network development94.2.8servicing94.2.9provider selection / care management / care delivery94.3key strategic & tactical initiatives review and summary104.3.1key initiatives review104.3.2alignment review & business case assessment105swot analysis105.1st

7、rength105.2weaknesses105.3opportunities105.4threats105.5strategic conclusion & recommendation input to current china life strategic plan106additional input to it strategy106.1transition requirements106.1.1organizational106.1.2application106.1.3data and metadata106.2it organization and management

8、 processes106.2.1organizational structure106.2.2operating principles & model106.2.3planning, budgeting, evaluating106.2.4project monitoring & project management102executive summaryexecutive summary here to descript the documentation (e.g background, objectives, approach, etc)3external assess

9、ment3.1insurance industry review3.1.1life insurance industry review3.1.2key regulatory issues & trends3.1.3customer segment & profile reviewaglobal best practice review and trends(i)customer / client(ii) distribution(iii) program / product packaging, pricing(iv) operations / administration(v

10、) technology & applications(vi) finance(vii)service network development(viii)servicing(ix) provider selection / care management / care delivery3.2competitive environment review (domestic & foreign insures)3.2.1competitor profile / context reviewacapabilities & dynamics review (e.g. produ

11、ct, channel, operations, etc)bfinancial position & results3.2.2market opportunities and threats3.2.3china life competitive advantages / differentiators3.3information technology analysis & assessment3.3.1global trends3.3.2trends in china3.3.3review selected packagesafinancebactuarial / valuat

12、ioncpolicy administrationdclaimseinvestment3.3.4e-commerce issues and trendsaregulatory constraints and trendsbadvance markets distribution management / agency support, client, service provider, billing & cash managementcprivacy considerations4internal assessment4.1strategic objectives review &a

13、mp; assessment4.1.1business definition4.1.2strategic & tactical mission4.1.3vision & value4.1.4business operating model & structure4.2insurance value chain assessment4.2.1customer / client4.2.2distribution4.2.3program / product packaging, pricing4.2.4operations / administration4.2.5techn

14、ology & applicationsaorganizational structureboperating principles & model / processcplanning, budgeting, evaluatingdproject monitoring & project management ebusiness application systemftechnical infrastructure4.2.6finance4.2.7service network development4.2.8servicing4.2.9provider select

15、ion / care management / care delivery4.3key strategic & tactical initiatives review and summary4.3.1key initiatives review4.3.2alignment review & business case assessment5swot analysis5.1strength5.2weaknesses5.3opportunities5.4threats5.5strategic conclusion & recommendation input to current china life strategic plan6additional input to it strategy6.1transition requirements6.1.1orga