Senior High School

Business Enterprise Simulation

Quarter 3 - Module 5:
Preparation of a Strategic Plan –
Lesson 1 – Strategic Planning

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:

 Lesson 1 – Strategic Planning

 Lesson 2 – Environmental Analysis
 Lesson 3 – Management Study

After going through this module, you are expected to:

1. prepare a strategic plan outlining the competitive environment;

2. prepare a strategic plan focusing on the appropriate competition strategy;
3. conduct an environmental analysis; and
4. conduct a management study

2
 What I
Know

Multiple Choice. Encircle the letter of the correct answer.

1. It is a tool/device that is useful for guiding/supervising day-to-day decisions
and also for evaluating/assessing progress and changing
approaches/altering tactics when moving forward.
A. Management Planning
B. Market Planning
C. Strategic Planning
D. Financial Planning
2. The Enterprise Business Plan section that includes business name
registration
A. Enterprise study C. Management study
B. Financial study D. Marketing study
3. In this business simulation activity, the teams scan the macro and micro
environments surrounding the enterprise
A. Financial statement analysis
B. Environmental analysis
C. Micro-environmental analysis
D. Data analysis
4. The mission, goals and objectives are in this section of the Enterprise
Business Plan
A. Enterprise study C. Management study
B. Financial study D. Marketing study
5. A ______________________ is also known as company information or
a company summary.
A. Company structure
B. Company history
C. Company overview
D. Company facilities

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

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

Hooray! You have completed the Pre-

Assessment Test. Now, let us get
ready for the activities as we review
your previous lessons.

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.

Let us recall and freshen up your

What’s In memory by identifying the 7
components of the business plan. Grab
a pen and let’s begin!

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

Notes to the Teacher

The teacher must consider the prerequisite skills needed in the development
of this competency including the schema or background knowledge which may
reinforce learning. This module will help the learners bridge the gap of learning to
attain mastery of the lesson in its spiral progression.

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

6
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.

Have you ever wondered what a

planner does? Let’s try to elevate your
planning skills by filling out the table
What’s New below. Grab a pen and let’s begin!

List down your answer on the following table, choosing between products or
services. Row 1 has been done as an example.

Ideas Product Services

Food Merchandise Own With Help

of
Professional
What: list your Taro Okoy Kikay Stuffs
prospective dream
business

When: your target date

to implement the
business

Where: the location you

will be putting up your
business

Who: list down your

target market/person to
hire/supplier

How: Ways and means

on how to achieve your
plan

How much: Budget

needed to implement the
business

7
 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:

8
 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)

The major parts of a standard strategic plan include the following:

9
 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.)

Hey buddy! More activities are

What’s More waiting for you. It’s okay to take
a break, but only for a while.
Then go back to learning. Ready?

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
10
_______________________________ 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.

Independent Activity 2: Crafting of Company Ownership

Company Ownership
____________________________________ is a
_______________________________________ in the _________________of _______________
in ___________________. It is _______________ owned by
_______________________________.

Independent Activity 3: Crafting of Start-up Summary

Start-up Summary
______________________________________________ is a _______________
company. Financing will come from _______________________________. The following
_______ and __________ illustrate the company's __________________________.
____________________________________ offers _______________________ or
__________________. _____________________ ranges from _______________,
____________________, ______________ and ___________________. All comes with
____________________ but very open for ______________________ and
________________. The store ___________ the _____________________________ which
are founded on _____________________________ by ___________________________
personally hand-picked by customers themselves from
___________________________________________________.

Assessment 1: Preparation of Start-up Expenses

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

Assessment 2: Preparation of Start-up Funding

Table 2: Start-up Funding

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

Assessment 3: Crafting of the 8 Elements of a Strategic Plan,

VISION:
_____________________________________________________________________________
____
_____________________________________________________________________________
____.
MISSION:
_____________________________________________________________________________
____

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_____________________________________________________________________________
____.
CORE VALUES:
_____________________________________________________________________________
____
_____________________________________________________________________________
____.
GOALS:
_____________________________________________________________________________
____
_____________________________________________________________________________
____.
OBJECTIVES:
_____________________________________________________________________________
____
_____________________________________________________________________________
____.

OPERATIONAL, TACTICAL and STRATEGIES

_____________________________________________________________________________
____

_____________________________________________________________________________
____.

_____________________________________________________________________________
____

_____________________________________________________________________________
____.

_____________________________________________________________________________
____

_____________________________________________________________________________
____.

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 STANDARDS OF MEASUREMENT:

_____________________________________________________________________________
____
_____________________________________________________________________________
____.

SWOT

_____________________________________________________________________________
____
_____________________________________________________________________________
____.

Let us now check what you have

What I learned from this module by
answering the questions below. Are
Have Learned you ready? Grab a pen and let’s begin!

It’s now time for us to look back and see what have you learned on this particular
module.

1. What does strategic planning offer?

___________________________________________________________________________
__________________________________________________________________________.
2. What are the benefits of strategic planning?
___________________________________________________________________________
___________________________________________________________________________
__________________________________________________________________________.
3. What are included in Company Summary?
___________________________________________________________________________
___________________________________________________________________________
__________________________________________________________________________.
4. What are the 8 elements of a standard strategic plan?
___________________________________________________________________________
___________________________________________________________________________
__________________________________________________________________________.

14
 Think of what all of these
What I Can Do concepts can do to your life.
How would they help you?

With all the many information you have

learned and acquired in this module, let us make an evaluation on how important
the lesson will be for your future. Answer concisely what is being asked.
1. Among the benefits of strategic planning, which among them will be most
valuable to you? And why?
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
2. Considering your answer to number one, how will you apply these in your
dream business in the future?
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________

15
 Assessment

Multiple Choice. Encircle the letter of the correct answer.

1. It is a tool/device that is useful for guiding/supervising day-to-day decisions
and also for evaluating/assessing progress and changing
approaches/altering tactics when moving forward.
A. Management Planning C. Strategic Planning
B. Market Planning D. Financial Planning
2. The Enterprise Business Plan section that includes business name
registration
A. Enterprise study
B. Financial study
C. Management study
D. Marketing study
3. In this business simulation activity, the teams scan the macro and micro
environments surrounding the enterprise
A. Financial statement analysis
B. Environmental analysis
C. Micro-environmental analysis
D. Data analysis
4. The mission, goals and objectives are in this section of the Enterprise
Business Plan
A. Enterprise study C. Management study
B. Financial study D. Marketing study
5. A ______________________ is also known as company information or
a company summary.
A. Company structure
B. Company history
C. Company overview
D. Company facilities

16
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

17
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

18
 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.

ENTERPRISE BUSINESS PLAN- STRATEGIC PLANNING

CHECKLIST ACTIVITY
Company Researching Preparing First draft Editing of the Final draft
on how to on how to formulation first draft already
Summary formulate it craft it

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

19
 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

Ideas Product Servies

Food Merchandise Own With Help
of
Professional
What: list your
prospective dream K-Pop Stuffs
business
When: your target
December
date to implement
2020
the business
Where: the location
you will be putting Terrace in our
up your business House/Online
Who: list down your
Girls age 10
target market/person
to 20
to hire/supplier
How: Ways and Use
means on how to Facebook,
achieve your plan Text or calls
and display
stuffs
How much: Budget
needed to implement
the business ₱2,000.00

20
What’s More:
STRATEGIC PLANNING

OVERVIEW OF THE BUSINESS

Company Summary

트 와 이 스 시 대 ’ s Korean-Pop Collectibles Shopaholic store brings out the optimum

Korean-Pop products which are created based on trends in the market by the different
Korean Pop stars personally select by customers themselves from and among the
various design readily made available to them. Storeowner Elisha Mae A.
Laquindanum, better known as ‘Pem’ witness Filipino youth’s endless support to K-Pop
by wearing these stuffs. The business owner represents the finance and administrative
area part of the venture while the sales, management and marketing section will be
handled by the staff to be train and hired.

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.

Company History/Company Ownership/Start-up Summary

트와이스시대’s Korean-Pop Collectibles Shopaholic is a sole proprietorship merchandise

retail shop in the municipality of Bacolor in Pampanga. It is solely owned by Elisha Mae
A. Laquidanum.

트 와 이 스 시 대 ’ s Korean-Pop Collectibles Shopaholic is a start-up company. Financing

will come from the owners' capital and a five-year SBA loan. The store offers trends in
K-Pop collectibles or bits and pieces. K-Pop collectibles ranges from K-Pop ID lace, K-
Pop pins, K-Pop stickers and K-Pop posters. All four (4) products comes with
readymade designs displayed at the store located at Elsapem’s Garage (fronting
Richmond Homes Gate) or at the Facebook page of the owner but very open for
customized designs and various sizes. The store brings out the optimum Korean-Pop
products which are instigated on trends in the market by different Korean Pop stars
personally chosen by customers themselves from and among the innumerable design
readily made available to them.

21
22
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

Table 2: Start-up Funding

Start-up Funding

Start-up Expenses to Fund ₱ 73,000.00

Start-up Assets to Fund ₱ 50,000.00
Total Funds Required ₱ 123,000.00

Assets
Cash Requirement from Start-up ₱ 50,000.00

Additional Cash Raised ₱ 73,000.00

Total Assets ₱ 123,000.00

Liabilities and Capital

Liabilities
Current Borrowing ₱ 0.00
Long-term Liabilities ₱ 50,000.00
Total Liabilities ₱ 50,000.00

Capital
Elisha Mae A. Laquindanum ₱ 100,000.00

Loss at Start-up (Start-up Expense) ₱ 73,000.00

Total Capital ₱ 27,000.00

Total Capital and Liabilities ₱ 77,000.00

23
 Total Funding ₱ 123,000.00

VISION, MISSION, GOALS, CORE VALUES, OBJECTIVES and STRATEGIES

The information below shows the vision, mission, core values, goals, objectives and
strategies.
VISION:
“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.”
MISSION:
“To provide pleasant and exciting experience through retailing of Korean-Pop
Collectibles Shopaholic product offerings.”
CORE VALUES:
“Live Life the K-pop Way, Simple yet Elegant.”
GOALS:
“The business owner would like to owned and operate a branch or franchise to be
located near Don Honorio Ventura State University in the coming years.”
OBJECTIVES:
“The business owner would like to enjoy its return of investment at the 2 nd year of
operation and managing its daily operations without the help of experts by its 6 th month of
operation.”
OPERATIONAL, TACTICAL and STRATEGIES
Provide employees with workshops to come up with creative ideas to better fit
with customer expectations.
Come up with trainings and workshops to inspire employees to contribute to the
organization.
The business owner shall keep abreast on all K-Pop happenings in the country
and in Korea through internet to be able to get updates on workshops on what is the
trends.
STANDARDS OF MEASUREMENT:
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.
SWOT
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.

24
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

Overview of the Researching Preparing First draft Editing of Final draft

on how to on how to formulation the first already
Business
formulate it craft it draft

Company 
summary
Company 
History
Management 
Team
Location and 
Facilities
Legal Structure 
& Ownership
Mission 
Statement
Vision 
Statement
Core Values 
Goals 
Objectives 
Strategies 

25
References
Garalde-Orjalo, V., & Pefianco, E. C. (2017). Business Enterprise Simulation:
Business Incubation and ABM Integration (1st edition.). The Phoenix
Publishing House Inc.

Gartenstein, D. (2018). Why is strategic planning important for an organization? AZ

Central. Retrieved from: https://yourbusiness.azcentral.com/strategic-
planning-important-organization-4103.html

Krach, K. (2016). 5 key components of a powerful strategic plan. Medium. Retrieved

from: https://medium.com/@KeithKrach/5-key-components-of-a-powerful-
strategic-plan-4fbb6f15eae3

Nanda, J. K. (2015). Interplay between environmental analysis and strategic

management. Linkedin. Retrieved from:
https://www.linkedin.com/pulse/interplay-between-environmental-
analysis-strategic-prof-j-k-/

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

Development Team of the Module

Writer: ELSA A. LAQUINDANUM – MT-I San Isidro HS, Bacolor South

Editor: JANE P. VALENCIA, EdD – EPS – Mathematics
Reviewer: JANE P. VALENCIA, EdD – EPS – Mathematics
SHEILA MARIE ANN M. GALURA – T-II San Isidro HS, Bacolor South
SHARINETTE R. CORONEL – T-II FNAS, Florida Blanca
Illustrator: ELSA A. LAQUINDANUM – MT-I San Isidro HS, Bacolor South
Layout Artist: ELSA A. LAQUINDANUM – MT-I San Isidro HS, Bacolor South
SHEILA MARIE ANN M. GALURA – T-II San Isidro HS, Bacolor South
SHARINETTE R. CORONEL – T-II FNAS, Florida Blanca
Language Reviewer:

Management Team

ZENIA G. MOSTOLES, EdD, CESO V, Schools Division Superintendent

LEONARDO C. CANLAS, EdD, CESE. Asst. Schools Division
Superintendent
ROWENA T. QUIAMBAO, CESE, Asst. Schools Division Superintendent
CELIA R. LACNALALE, PhD, CID Chief
JANE P. VALENCIA, EdD, Education Program Supervisor, Mathematics
JUNE E. CUNANAN, Education Program Supervisor/ Language Editor
RUBY M. JIMENEZ, PhD., Education Program Supervisor, LRMDS

26