ADM BES Module 5 Lesson 1 Strategic Plan
ADM BES Module 5 Lesson 1 Strategic Plan
Writer:
ELSA A. LAQUINDANUM
Master Teacher-I San Isidro HS
Bacolor South
Editors:
JANE P. VALENCIA, EdD – Math/ABM Supervisor
CHAIRMAN
SHEILA MARIE ANN M. GALURA – Teacher1II
SHARINETTE R. CORONEL – Teacher II
What I Need to Know
This module was designed and written with you in mind. It is here to help
you master the crafting of Enterprise Business Plan. The scope of this module
permits it to be used in many different learning situations. The language used
recognizes the diverse vocabulary level of students. The lessons are arranged to
follow the standard sequence of the course. But the order in which you read them
can be changed to correspond with the textbook you are now using.
This Module 5 titled “Preparation of a Strategic Plan” is divided into three lessons,
namely:
2
What I
Know
3
6. Strategic planning is a tool that is useful for guiding _____________________
decisions and also for evaluating progress and changing approaches when
moving forward.
A. Monthly
B. Annually
C. Day to day
D. Weekly
7. In the Management Study section of the Enterprise Business Plan, includes
_________________ registration
A. Business plan
B. Financial plan
C. Business name
D. Marketing plan
8. In environmental analysis, the teams scan the _______________ environments
surrounding the enterprise
A. Natural environments
B. Macro and micro
C. Social environments
D. Technological environments
9. In the Management Study section, the mission, goals and ______________ are
stipulated.
A. Plans
B. Studies
C. Objectives
D. Anticipations
10.A company overview is also known as company information or a company
_________________.
A. Structure C. Summary
B. History D. Facilities
11. “The business owner envisions not just female youth but all young at heart
coming and going to the store and browsing to Facebook page satisfied with the
store.” This is an example of a:
A. Goals
B. Objectives
C. Mission
D. Vision
4
12. “Live Life the K-pop Way, Simple yet Elegant.” i s an example of what
5
Lesson
Strategic Planning
1
As you proceed to this module, you will understand the first section of an
enterprise business plan. Do you see yourself planning the future? If given such
opportunity to plan, how are you going to accomplish it? How will you plan your dream
business so you will have a clear-cut vision on how it will run?
Strategic planning is significant to an organization because it offers a sense of
direction and summaries quantifiable goals. It is a device that is beneficial for
supervising day-to-day decisions and also for assessing progress and altering tactics
when moving forward.
1. Executive summary
2. Approval Sheet
3. Business description
4. Market strategies
5. Acknowledgement
6. Competitive analysis
7. Abstract
8. Design and development plan
9. Operations and management plan
10.Financial factors
As the facilitator of this module, you are expected to orient the learners on
how to use this module. You also need to keep track of the learner’s progress while
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allowing them to manage their own learning. Furthermore, you are expected
encourage and assist the learners as they do the tasks included in the module.
List down your answer on the following table, choosing between products or
services. Row 1 has been done as an example.
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What is It
It is good to know that your understanding was tested with what and how you
need to fill the table on the previous page. Let us now identify the connection of your
answers to our lesson as we go along with the module.
Have you ever pondered why there is a need to plan? Plan strategically? Does it
bring benefits to you as an ABM student? Is there a purpose why an ABM student like
you to identify all the elements of a strategic plan section of an Enterprise Business
Plan?
It is not enough to know what a strategic planning is, you must also know how to craft
your own strategic plan section of an enterprise business plan. I know all of these are
new to you, are you now excited to know all of these? Come on, let us do it together.
Let us realize all the answers to your queries… together we will open the door for
your dream to become a businessman/woman… a dream for you to own and
implement a small business.
Do you know that strategic planning is the process of documenting and
establishing a direction for your small business by assessing where you are and where
you’re going? It also gives you a place to record your mission, vision, and values, long-
term goals and action plans. There are benefits from planning strategically such as:
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Did you find these beneficial for you in the future? Do you think these will help
you build a small business? These are not all, there’s still a lot more to know about our
topic. In your strategic plan, you must know the various information vital to sell your
company in the future for possible investors such as:
A COMPANY SUMMARY (COMPANY INFORMATION)
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Vision
SWOT Mission
Standards of 8 Elements
Measuremen of Strategic Goals
t
Plan
Operational,
Core
Tactics and
Values
Strategis
Objectives
My dear ABM students, are you now excited to see what a strategic plan section
manuscript looks like? Here it is. (To the teacher, provide your students with a
manuscript of an enterprise business plan strategic plan section.)
Analyze carefully those ideas that can be interchange with your own
ideas of the dream business venture you have in mind by filling copying the
activities below in your paper and filling out the blanks with necessary data
from your business. Some part of Activity 1 is done for you.
STRATEGIC PLANNING
Independent Activity 1: Crafting of Company Summary
Company Summary
트 와이 스시 대 ’ s Korean-Pop Collectibles Shopaholic Store brings out the
optimum Korean-Pop products which are founded on trends in the market by
the different Korean Pop stars personally chosen by customers themselves
from and among the various design readily made available to them . Storeowner
___________________________, better known as ___________ witness
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_______________________________ to _________________________________. The
owner/entrepreneur represent ___________________________ area while the
_____________________ will be handled by the __________________________.
The owner/entrepreneur will provide funding from __________________,
which will cover ____________________ and provide a ___________________ for the
_______________ of operation. A ____________, _____________________________ loan
will cover the rest of the required financing. The company plans to build
_______________________ in the town, due to the _______________________________
and ________________________ attitude possessed.
Table 1: Start-up
Start-up
Requirements
Start-up Expenses
Legal
Premise renovation
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Expensed on Equipment
Others
Total Start-up Expenses
Start-up Assets
Cash Required
Total Assets
Start-up Funding
Start-up Expenses to Fund
Start-up Assets to Fund
Total Funds Required
Assets
Cash Requirement from Start-up
Additional Cash Raised
Total Assets
Liabilities and Capital
Liabilities
Current Borrowing
Long-term Liabilities
Total Liabilities
Continuation
Capital
Owner
Loss at Start-up (Start-up Expense)
Total Capital
Total Capital and Liabilities
Total Funding
VISION:
_____________________________________________________________________________
____
_____________________________________________________________________________
____.
MISSION:
_____________________________________________________________________________
____
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_____________________________________________________________________________
____.
CORE VALUES:
_____________________________________________________________________________
____
_____________________________________________________________________________
____.
GOALS:
_____________________________________________________________________________
____
_____________________________________________________________________________
____.
OBJECTIVES:
_____________________________________________________________________________
____
_____________________________________________________________________________
____.
_____________________________________________________________________________
____
_____________________________________________________________________________
____.
_____________________________________________________________________________
____
_____________________________________________________________________________
____.
_____________________________________________________________________________
____
_____________________________________________________________________________
____.
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STANDARDS OF MEASUREMENT:
_____________________________________________________________________________
____
_____________________________________________________________________________
____.
SWOT
_____________________________________________________________________________
____
_____________________________________________________________________________
____.
It’s now time for us to look back and see what have you learned on this particular
module.
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Think of what all of these
What I Can Do concepts can do to your life.
How would they help you?
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Assessment
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6. Strategic planning is a tool that is useful for guiding _____________________
decisions and also for evaluating progress and changing approaches when
moving forward.
A. Monthly
B. Annually
C. Day to day
D. Weekly
7. In the Management Study section of the Enterprise Business Plan, includes
_________________ registration
A. Business plan
B. Financial plan
C. Business name
D. Marketing plan
8. In environmental analysis, the teams scan the _______________ environments
surrounding the enterprise
A. Natural environments
B. Macro and micro
C. Social environments
D. Technological environments
9. In the Management Study section, the mission, goals and ______________ are
stipulated.
B. Plans
C. Studies
D. Objectives
E. Anticipations
10.A company overview is also known as company information or a company
_________________.
A. Structure C. Summary
B. History D. Facilities
11. “The business owner envisions not just female youth but all young at heart
coming and going to the store and browsing to Facebook page satisfied with the
store.” This is an example of a:
A. Goals
B. Objectives
C. Mission
D. Vision
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12. “Live Life the K-pop Way, Simple yet Elegant.” is an example of what
element of a strategic plan?
A. Goals
B. Objectives
C. Mission
D. Vision
13. The following statement is an example of: “Provide employees with workshops to
come up with creative ideas to better fit with customer expectations.”
A. Operational, Tactical and Strategies
B. Standards of measurement
C. SWOT
D. Core Values
14. The business owner can only claim that the business venture if its sales can
come up with the goal set that at 6 months the company will meet at a break-
even point. This is an example of:
A. Operational, Tactical and Strategies
B. Standards of measurement
C. SWOT
D. Core Values
15. The business owner will be having a close relationship with the community to
make the neighborhood spear thru word of mouth the information about the
business. If an entrant threatens the business, the owner will take it as
opportunity to grow not as threat. These are examples of:
A. Operational, Tactical and Strategies
B. Standards of measurement
C. SWOT
D. Core Values
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Additional
Oh! There’s another activity
left! Come on! Let’s finish it!
Activities
Grab your pen and let’s begin!
Kindly copy this on your paper and check on the appropriate box the status of your
enterprise business plan.
Company overview
Company History
Management Team
Location and
Facilities
Legal Structure &
Ownership
Mission Statement
Vision Statement
Core Values
Goals
Objectives
Operational,
Tactical &
Strategies
Standards of
Measurement
SWOT
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Answer Key
What I Know/Pre-Assessment
1.
2. C 7. C 12. D
3. C 8. C 13. A
4. B 9. B 14. A
5. C 10. C 15. B
6. C 11. C 16. C
What’s In
1. Executive summary
2. Business description
3. Market strategies
4. Competitive analysis
5. Design and development plan
6. Operations and management plan
7. Financial factors
What’s New: Own Ideas – Sample Answer
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What’s More:
STRATEGIC PLANNING
Company Summary
The business owner will provide funding from her own savings, which will cover start-
up expenses and provide a financial cushion for the first months of operation. A 5-year
Small Business Administration (SBA) loan will cover the rest of the required financing.
The company plans to build a strong market position in the municipality of Bacolor,
due to the business owners' industry experience and the mild competitive climate
attitude in the community.
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Table 1: Start-up
Start-up
Requirements
Start-up Expenses
Legal ₱ 3,000.00
Premise renovation ₱ 15,000.00
Expensed on Equipment ₱ 53,000.00
Others ₱ 2,000.00
Total Start-up Expenses ₱ 73,000.00
Start-up Assets
Cash Required ₱ 50,000.00
Total Assets ₱ 50,000.00
Start-up Funding
Assets
Cash Requirement from Start-up ₱ 50,000.00
Liabilities
Current Borrowing ₱ 0.00
Long-term Liabilities ₱ 50,000.00
Total Liabilities ₱ 50,000.00
Capital
Elisha Mae A. Laquindanum ₱ 100,000.00
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Total Funding ₱ 123,000.00
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What I Can Do: own words on the significance of strategic planning
Assessment
1. C 6. C 11. D
2. C 7. C 12. A
3. B 8. B 13. A
4. C 9. C 14. B
5. C 10. C 15. C
Additional Activities: Own Phase – Sample Answer
Company
summary
Company
History
Management
Team
Location and
Facilities
Legal Structure
& Ownership
Mission
Statement
Vision
Statement
Core Values
Goals
Objectives
Strategies
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References
Garalde-Orjalo, V., & Pefianco, E. C. (2017). Business Enterprise Simulation:
Business Incubation and ABM Integration (1st edition.). The Phoenix
Publishing House Inc.
Vo, E. (2018). What is strategic planning? Small Biz Ahead. Retrieved from:
https://sba.thehartford.com/business-management/what-is-strategic-
planning/
Ward, S. (2020). Tips for writing the management section of your business plan.
The Balance Small Business. Retrieved from:
https://www.thebalancesmb.com/management-section-of-business-plan-
2947028
Management Team
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