China Life Strategic Assessment.docx

1、China Life Strategic AssessmentChina 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

2、:EnglishDistribution:Internal 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 Reviewed1 Table of Contents2 EXECUTIVE SUMMAR

3、YExecutive summary here to descript the documentation (e.g background, objectives, approach, etc)3 External Assessment3.1 Insurance Industry Review3.1.1 Life insurance industry review3.1.2 Key regulatory issues & trends3.1.3 Customer segment & profile reviewa Global best practice review and trends(i

4、) Customer / client(ii) Distribution(iii) Program / product packaging, pricing(iv) Operations / administration(v) Technology & applications(vi) Finance(vii) Service network development(viii) Servicing(ix) Provider selection / care management / care delivery3.2 Competitive Environment Review (Domesti

5、c & Foreign Insures)3.2.1 Competitor profile / context reviewa Capabilities & dynamics review (e.g. product, channel, operations, etc)b Financial position & results3.2.2 Market opportunities and threats3.2.3 China Life competitive advantages / differentiators3.3 Information Technology Analysis & Ass

6、essment3.3.1 Global Trends3.3.2 Trends in China3.3.3 Review selected packagesa Financeb Actuarial / Valuationc Policy Administrationd Claimse Investment3.3.4 E-commerce issues and trendsa Regulatory constraints and trendsb Advance markets distribution management / agency support, client, service pro

7、vider, billing & cash managementc Privacy considerations4 Internal Assessment4.1 Strategic Objectives Review & Assessment4.1.1 Business definition4.1.2 Strategic & tactical mission4.1.3 Vision & value4.1.4 Business operating model & structure4.2 Insurance Value Chain Assessment4.2.1 Customer / clien

8、t4.2.2 Distribution4.2.3 Program / product packaging, pricing4.2.4 Operations / administration4.2.5 Technology & applicationsa Organizational structureb Operating principles & model / processc Planning, budgeting, evaluatingd Project monitoring & project management e Business application systemf Tec

9、hnical infrastructure4.2.6 Finance4.2.7 Service network development4.2.8 Servicing4.2.9 Provider selection / care management / care delivery4.3 Key Strategic & Tactical Initiatives Review and Summary4.3.1 Key initiatives review4.3.2 Alignment review & business case assessment5 SWOT Analysis5.1 Stren

10、gth5.2 Weaknesses5.3 Opportunities5.4 Threats5.5 Strategic Conclusion & Recommendation input to current China Life strategic plan6 Additional Input to IT Strategy6.1 Transition Requirements6.1.1 Organizational6.1.2 Application6.1.3 Data and metadata6.2 IT Organization and Management Processes6.2.1 Organizational structure6.2.2 Operating principles & model6.2.3 Planning, budgeting, evaluating6.2.4 Project monitoring & project management