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Midterm & Final Term Requirement:

“STRAMA-RAMA: STRATEGIC
MANAGEMENT PLAN DEFENSE
PRESENTATION”
BSA803 | 2nd Semester | AY 2018-2019
05. 14~21.2019, T/Th, RM. 207, SPCBA
TERM REQUIREMENT:
•Comprehensive and
Innovative Strategic
Management Plan
(SMP) for your chosen
organization/firm.
•Each group should
have 8 members
LEARNING OBJECTIVES:
L1:
To showcase the SPCBA-BS
Accountancy students’ business
acumen on actual strategic
management planning and
prepare them to be STRATEGIC
and CUSTOMER-FOCUSED
BUSINESS LEADERS.
LEARNING OBJECTIVES:
L2:
•To provide an opportunity
for Accountancy students to
hone and test their
theoretical knowledge
through application in
crafting actual strategic
management plans.
LEARNING OBJECTIVES:
L3:
• To unleash the students’
CREATIVITY by coming up with
VARIETY, CREATIVE,
UNIQUE yet RUDIMENTARY
STRATEGIES and TACTICS
that will accomplish the goal
statements.
EVERY STRATEGIC
MANAGEMENT
PLAN HAS A SET
OF GOALS
SMP GOALS:
(2) business
Choose at least two
disciplines from your chosen
firm/organization and create a 5-
year plan on each:
• Human Resources
• Sales & Marketing
• Finance/Accounting
• Productions/Operations
*Minimum of 2 Goal Statements per
chosen business discipline.
TWO TYP E S OF
GOAL
STATE M E NT
1. MONETARY GOAL
2. STRATEGIC GOAL
EXAMPLE:

S T R A T E G I C
G O A L – S&M
Goal Statement:

To reinforce the
existing sales force
and activate them
to deliver sales.
EXAMPLE:
M O N E T A R Y
G O A L – S & M
Goal Statement:
To increase the sales
of the comapany by
10 – 20% versus last
year.
EXAMPLE:

S T R A T E G I C
G O A L – S&M
Goal Statement:

To generate/
increase brand
awareness and
customer loyalty.
EXAMPLE:
S T R A T E G I C
G O A L – HR
Goal Statement:
To create a
systematic &
effective talent
development &
acquisition.
S T R A T E G I C
G O A L – S&M
Goal Statement:
To establish a career
development
program
S T R A T E G I C
G O A L – HR
Goal Statement:
To reduce the
company’s attrition
rate by 5% versus
last year.
S T R A T E G I C
G O A L – F&A
Goal Statement:
To create effective
programs on
financial controls for
the protection of
assets.
MONETARY
G O A L – F&A
Goal Statement:
To reduce
cancellation rate of
accounts by 20%
versus last year.
How?
A STRAMA PLAN?

A well-crafted
STRAMA PLAN
CONTENT:
i. Title Page
I. Executive Summary
II. Situation Analysis (PESTLE/4Cs)
III. SWOT and TOWS Analysis
IV. Proposed Goal Statements
V. Creative Strategies and Detailed
Action Plans (Tactics)
VI. Budget Utilization & Timetable
VII. Measurement of Success (KPI)
VIII.Appendix/Exhibits
DELIVARABLES (MIDTERM):
i. Title Page
I. Executive Summary
II. Situation Analysis (PESTLE/4Cs)
III. SWOT and TOWS Analysis
IV. Proposed Goal Statements
V. Creative Strategies and Detailed
Action Plans (Tactics)
VI. Budget Utilization & Timetable
VII. Measurement of Success (KPI)
VIII.Appendix/Exhibits
DELIVARABLES (MIDTERM):
i. Title Page
I. Executive Summary
II. Situation Analysis (PESTLE/4Cs)
III. SWOT and TOWS Analysis
IV. Proposed Goal Statements
V. Creative Strategies and Detailed
Action Plans (Tactics)
VI. Budget Utilization & Timetable
VII. Measurement of Success (KPI)
VIII.Appendix/Exhibits
CONTENT:
I. Executive Summary (E.S.)
Provide a BRIEF and
ABBREVIATED OVERVIEW of the
SMP.
This will narrate the current
situation of the company, its
competitive advantages, the
company’s goal and the
proposed course of actions
(strategies).
CONTENT:
I. Executive Summary (E.S.)
 Note that, this will be the FIRST
section of SMP but this is the LAST
section to be completed because it
SUMMARIZES each of the other
sections of your SMP.
In other words, you have to write
your ES after you have completed
written your SMP.
CONTENT:
I. Executive Summary (E.S.)
 ES will be helpful in GIVING
yourself and your enablers, readers
and approvers an overview of your
SMP because reading an
SMP’s ES is like reading the
whole SMP.
It contains QUICK OVERVIEW of
the MAIN POINTS and CONCEPTS
of the SMP in short summary.
TIPS IN WRITING:
Executive Summary (E.S.)
 The E.S. section must answer/include
the following questions/details:
What is the background of the
company/business, its VMV, its PRODUCT or
SERVICE OFFERINGS and current situation?
What is/are the COMPETITIVE ADVANTAGE/s
of your chosen firm?
What is/are want you to achieve (Goal)?
How to do it (Tactics)?
 1-2 page statement of the key actions to be taken, major
reasons for those actions and anticipated results.
TIPS IN WRITING:
Executive Summary (E.S.)

IDIOT PROOF/ACID TEST TO


HAVE AN EFFECTIVE E.S.:
Even the person doesn’t
know the background of
your chosen company,
he/she will understand
your SMP.
CONTENT:
I. Executive Summary
The main objective of executive
summary is to:

To summarize the
overall SMP Goals,
Strategy and Tactics
within given timeframe
and allocated budget.
DELIVARABLES (MIDTERM):
i. Title Page
I. Executive Summary
II. Situation Analysis (PESTLE/4Cs)
III. SWOT and TOWS Analysis
IV. Proposed Goal Statements
V. Creative Strategies and Detailed
Action Plans (Tactics)
VI. Budget Utilization & Timetable
VII. Measurement of Success (KPI)
VIII.Appendix/Exhibits
Strategic planning process framework
EXTERNAL FACTORS OF THE ORG.
SCA
THREATS AND OPPORTUNTIES
PESTLE mad
INTENAL FACTORS OF THE ORG.
STRENGTHS & WEAKNESSES VISION
MISSION
VALUES
GOAL STATEMENTS

STRATEGIES & TACTICS

COMPANy/organization “the future 2024”


“PRESENT (2019)-This is where YOU are now” Where YOU want to GO…
CONTENT:
II. Situation Analysis
Also known as:
MACROENVIRONMENT ANALYSIS
ENVIRONMENTAL SCANNING
PESTLE ANALYSIS
 This section allows you to track the
environment where the business is
operating in.
 PESTLE is a mnemonic which denotes
P(Political), E(Economic), S(Social),
T(Technological), L(Legal) and E
(Environmental)
CONTENT:
II. Situation Analysis
A.PESTLE
ANALYSIS or
B.4Cs ANALYSIS
TIPS IN WRITING:
A.PESTLE ANALYSIS
It outlines the
uncontrollable factors
that directly/indirectly
affect your chosen
firm/organization.
POLITICAL ANALYSIS
What is political situation of
the country and how can it
affect your chosen organization?
POLITICAL ANALYSIS
Government Stability
Government Policies
Regulation of Trade
Government Control
Potential Changes in Legislation
Global Influences
ECONOMIC ANALYSIS
What are the prevalent
economic factors that will
affect the chosen firm?
ECONOMIC ANALYSIS
Population and Demographic Profile
Employment Rate
Inflation and Interest
Market Trends
Disposable Income
SOCIAL-CULTURAL
ANALYSIS
How much importance does
CULTURE has in the market and
what are the determinants?
SOCIAL-CULTURALANALYSIS
Education
Violence
Wealth Distribution
Lifestyle Changes
Attitude towards Work and Leisure
Consumer Attitudes and Opinions
Media Views
TECHNOLOGICAL
What are the TECHNOLOGICAL
INNOVATIONS are likely to pop
up and effect the market
structure?
TECHNOLOGICAL
New & Future Technologies
Impact of Emerging Technologies
New Discoveries and Development
Innovations
Speed Growth
Web, Information Technology and
Communications
LEGAL ANALYSIS
Are there any current
legislations/laws that
regulated the industry or
your chosen firm?
LEGAL ANALYSIS
Tax Laws
Employment Laws
Health and Safety Laws
Regulations and Standards
ENVIRONMENTAL
ANALYSIS
What are the environmental
concerns for the industry?
ENVIRONMENTAL ANALYSIS
Level of pollution created by the
company.
Recycling Considerations/ Waste
Recycling
Weather/Climate Change, Green and
Ethical Issues
CONTENT:
II. Situation Analysis
4 C’s ANALYSIS
Company
Customers
Competitors
Collaborators
4 C’s ANALYSIS
COMPANY ANALYSIS
Outline the company’s core
competencies.
What is special about us?
What is our unique selling
proposition?
What is our strategic assets?
4 C’s ANALYSIS
CUSTOMERS’ ANALYSIS
Who are your existing/current
customers?
What are your offerings vis-à-vis market
segmentation, consumer buying
behavior, attitudes, lifestyles etc.?
What are the changes in your customer
profile?
4 C’s ANALYSIS
COMPETITORS’ ANALYSIS
An analysis of the current/existing
competitors within/outside the vicinity
of the business.
Who are your competitors?
Who else is competing to meet the
needs of your customers?
4 C’s ANALYSIS
COLLABORATORS ANALYSIS
An analysis of the current
collaborators/enablers/business
partners of your chosen firm.
Who are your partners or alliances
that work with the your company to
create customer value?
CONTENT:
II. Situation Analysis
The main objective of situation analysis
(either PESTLE or 4Cs ANALYSIS) is to:
To SEE the bigger
picture of your
organization and provide
the SMP a strong
foundation for making
better decisions.
DELIVARABLES (MIDTERM):
i. Title Page
I. Executive Summary
II. Situation Analysis (PESTLE/4Cs)
III. SWOT and TOWS Analysis
IV. Proposed Goal Statements
V. Creative Strategies and Detailed
Action Plans (Tactics)
VI. Budget Utilization & Timetable
VII. Measurement of Success (KPI)
VIII.Appendix/Exhibits
STRAMA IS A SCIENCE.
IT HAS PROCESS & FRAMEWORK
1.PESTLE ANALYSIS/4C’s
ANALYSIS
2.SWOT ANALYSIS
3.TOWS MATRIX
SWOT ANALYSIS TOWS MATRIX
CONTENT:
III. SWOT ANALYSIS
SWOT is a mnemonic which
denotes S(Strengths),
W(Weaknesses), T(Threats) and
O(Opportunities).
It is also known as MARKETING
AUDIT.
SWOT Analysis is like
MAGNIFYING the whole
picture of your business.
CONTENT:
III. SWOT ANALYSIS

SWOT ANALYSIS is being used to


DISTILL DOWN/NARROW DOWN
the PESTLE ANALYSIS into few
information/materials that must be
addressed in developing
STRATEGIES and TACTICS.
CONTENT:
III. SWOT ANALYSIS
Identify the internal strengths
and internal weaknesses of the
company.
Identify also the external
opportunities and external
threats of the company
Highlight the recent changes in
the in the business.
CONTENT:
III. SWOT ANALYSIS
 SWOT analysis describes the
INTERNAL (S/W) - within the
company/business
EXTERNAL (O/T) – outside
the company/business.
It is decision management tool
that analyzes the CURRENT
STATE of the company/business in
marketplace.
CONTENT:
SWOT ANALYSIS
 First, outline the CURRENT
STRENGTHS
WEAKNESSESS
OPPORTUNITIES
THREATS
of your CHOSEN company.
SWOT ANALYSIS AND TOWS MATRIX
INTERNAL INTERNAL
INTERNAL FACTORS
STRENGTHS (S) WEAKNESSES (W)
S1: W1:
S2: W2:
S3: W3:
EXTERNAL FACTORS S4: W4:
S5: W5:
EXTERNAL
OPPORTUNITIES (O)
O1:
O2:
O3:
O4:
O5:
EXTERNAL
THREATS (T)
T1:
T2:
T3:
T4:
T5:
CONTENT:
III. TOWS MATRIX
Once the SWOT is being outlined,
you may now outline your TOWS
Matrix to come up with POSSIBLE
and PROPOSE STRATEGIES.
The TOWS Matrix will be the basis
for crafting CREATIVE STRATEGIES
and TACTICS.
SWOT ANALYSIS AND TOWS MATRIX (HR)
INTERNAL INTERNAL
INTERNAL FACTORS
STRENGTHS (S) WEAKNESSES (W)
S1: W1:
S2: W2:
S3: W3:
EXTERNAL FACTORS S4: W4:
S5: W5:
EXTERNAL
OPPORTUNITIES (O)
O1:
O2:
O3:
O4:
O5:
EXTERNAL
THREATS (T)
T1:
T2:
T3:
T4:
T5:
SWOT ANALYSIS AND TOWS MATRIX (S&M)
INTERNAL INTERNAL
INTERNAL FACTORS
STRENGTHS (S) WEAKNESSES (W)
S1: W1:
S2: W2:
S3: W3:
EXTERNAL FACTORS S4: W4:
S5: W5:
EXTERNAL
OPPORTUNITIES (O)
O1:
O2:
O3:
O4:
O5:
EXTERNAL
THREATS (T)
T1:
T2:
T3:
T4:
T5:
SWOT ANALYSIS AND TOWS MATRIX (S&M)
INTERNAL INTERNAL
INTERNAL FACTORS
STRENGTHS (S) WEAKNESSES (W)
S1: Reasonable Pricing W1: Limited Manpower
S2: Strategic Location W2: Unhealthy Products
S3: Socially Responsible W3: Weak Online Presence
EXTERNAL FACTORS S4: Financial Stability W4: Minimal Promotional Activities
S5: Large Customer Base W5: Limited Distribution
EXTERNAL
OPPORTUNITIES (O)
O1: 50-60% Workforce -Yuppies
O2: Shareability & Virality - SNS
O3: Capturing New Market
O4: Launching New Products
O5: Partnerships
EXTERNAL
THREATS (T)
T1: Consumer Switching
T2: Stiff Competition
T3: Price Wars
T4: Captivating Ads with other brands
T5: Self-cannibalism
SWOT ANALYSIS AND TOWS MATRIX (S&M)
INTERNAL INTERNAL
INTERNAL FACTORS
STRENGTHS (S) WEAKNESSES (W)
S1: Reasonable Pricing W1: Limited Manpower
S2: Strategic Location W2: Unhealthy Products
S3: Socially Responsible W3: Weak Online Presence
EXTERNAL FACTORS S4: Financial Stability W4: Minimal Promotional Activities
S5: Large Customer Base W5: Limited Distribution
EXTERNAL
S/O STRATEGIES W/O STRATEGIES
OPPORTUNITIES (O) Using INTERNAL
O1: 50-60% Workforce -Yuppies Taking advantage of
O2: Shareability & Virality - SNS STRENGTHS to take EXTERNAL OPPS to
O3: Capturing New Market advantage the EXTERNAL minimize the INTERNAL
O4: Launching New Products OPPS. WEAKNESSES
O5: Partnerships
EXTERNAL
S/T STRATEGIES W/T STRATEGIES
THREATS (T)
T1: Consumer Switching Using INTERNAL Formulate STRATEGIES
T2: Stiff Competition STRENGTHS to minimize that minimize both
T3: Price Wars INTERNAL WEAKNESSES &
the EXTERNAL THREATS.
T4: Captivating Ads with other brands EXTERNAL THREATS
T5: Self-cannibalism
SWOT ANALYSIS AND TOWS MATRIX (S&M)
INTERNAL INTERNAL
INTERNAL FACTORS
STRENGTHS (S) WEAKNESSES (W)
S1: Reasonable Pricing W1: Limited Manpower
S2: Strategic Location W2: Unhealthy Products
S3: Socially Responsible W3: Weak Online Presence
EXTERNAL FACTORS S4: Financial Stability W4: Minimal Promotional Activities
S5: Large Customer Base W5: Limited Distribution
EXTERNAL
S/O STRATEGIES W/O STRATEGIES
OPPORTUNITIES (O) S/O1: Partnership with schools (S1,O2, O5) W/O1: Hire Part-time Employees (W1, O1)
O1: 50-60% Workforce -Yuppies S/O2: Run a Contest on FB Page (S5, O2) W/O2: Introduce a New but Healthy Product
S/O3: (W2, O4)
O2: Shareability & Virality - SNS S/O4: W/O3:
O3: Capturing New Market S/O5: W/O4:
O4: Launching New Products W/O5:
O5: Partnerships
EXTERNAL
S/T STRATEGIES W/T STRATEGIES
THREATS (T) S/T1: Sales Promotions-freebies (S1, T1) W/T1: Intensify communications campaign
thru SNS (W3, T4)
T1: Consumer Switching S/T2: Customer Loyalty Program (S5,T4)
S/T3: W/T2: Design interactive activities for
T2: Stiff Competition Students, Yuppies & Young Adults
S/T4:
T3: Price Wars S/T5: (W5, T1, T2)
T4: Captivating Ads with other brands W/T3:
W/T4:
T5: Self-cannibalism
CONTENT:
III. SWOT and TOWS ANALYSIS

Both PESTLE/4Cs ANALYSES


and SWOT/TOWS ANALYSES
are BASIS for creating the
best and applicable
STRATEGIES and TACTICS
for the growth of
business/company.
DELIVARABLES (MIDTERM):
i. Title Page
I. Executive Summary
II. Situation Analysis (PESTLE/4Cs)
III. SWOT and TOWS Analysis
IV. Proposed Goal Statements
V. Creative Strategies and Detailed
Action Plans (Tactics)
VI. Budget Utilization & Timetable
VII. Measurement of Success (KPI)
VIII.Appendix/Exhibits
CONTENT:
IV. PROPOSED GOAL STATEMENTS

Once PESTLE/4Cs Analysis have


been completed and SWOT &
TOWS has distilled down, it’s time
to FORMULATE YOUR
PROPOSED GOAL
STATEMENTS for your chosen
business disciplines.
SMP GOALS:
*Minimum of 2
Proposed Goal
Statements per
business discipline.
TWO TYP E S OF
GOAL
STATEMENT
1. MONETARY GOAL
2. STRATEGIC GOAL
*Basis would be the results of
your PESTLE/4C and
SWOT/TOWS Analysis,
DELIVARABLES (FINALS):
i. Title Page
I. Executive Summary
II. Situation Analysis (PESTLE/4Cs)
III. SWOT and TOWS Analysis
IV. Proposed Goal Statements
V. Creative Strategies and Detailed
Action Plans (Tactics)
VI. Budget Utilization & Timetable
VII. Measurement of Success (KPI)
VIII.Appendix/Exhibits
DELIVARABLES (FINALS)
i. Title Page
I. Executive Summary
II. Situation Analysis (PESTLE/4Cs)
III. SWOT and TOWS Analysis
IV. Proposed Goal Statements
V. Creative Strategies and Detailed
Action Plans (Tactics)
VI. Budget Utilization & Timetable
VII. Measurement of Success (KPI)
VIII.Appendix/Exhibits
CONTENT:
V. Creative Strategies & Detailed
Action Plans (Tactics)
 State in this section the STRATEGIES
you have listed down/chosen from
TOWS MATRIX ANALYSIS.
 Then, outline/list down your creative,
unique yet rudimentary tactics to
execute in order to achieve your
PROPOSED STRATEGIES
 Must answer the questions “when-
who-how-where to do it?”
SWOT ANALYSIS AND TOWS MATRIX (S&M)
INTERNAL INTERNAL
INTERNAL FACTORS
STRENGTHS (S) WEAKNESSES (W)
S1: Reasonable Pricing W1: Limited Manpower
S2: Strategic Location W2: Unhealthy Products
S3: Socially Responsible W3: Weak Online Presence
EXTERNAL FACTORS S4: Financial Stability W4: Minimal Promotional Activities
S5: Large Customer Base W5: Limited Distribution
EXTERNAL
S/O STRATEGIES W/O STRATEGIES
OPPORTUNITIES (O) S/O1: Partnership with schools (S1,O2, O5) W/O1: Hire Part-time Employees (W1, O1)
O1: 50-60% Workforce -Yuppies S/O2: Run a Contest on FB Page (S5, O2) W/O2: Introduce a New but Healthy Product
S/O3: OOH Advertising to create visibility (W2, O4)
O2: Shareability & Virality - SNS DDDD (S4, O23, O4) W/O3:
O3: Capturing New Market S/O4: W/O4:
O4: Launching New Products S/O5: W/O5:
O5: Partnerships
EXTERNAL
S/T STRATEGIES W/T STRATEGIES
THREATS (T) S/T1: Sales Promotions-freebies (S1, T1) W/T1: Intensify communications campaign
thru SNS (W3, T4)
T1: Consumer Switching S/T2: Customer Loyalty Program (S5,T4)
S/T3: W/T2: Design an interactive activities for
T2: Stiff Competition Students, Yuppies & Young Adults
S/T4:
T3: Price Wars S/T5: (W5, T1, T2)
T4: Captivating Ads with other brands W/T3:
W/T4:
T5: Self-cannibalism
CONTENT:
V. Creative Strategies & Detailed
Action Plans (Tactics)
Cite again the GOALS STATEMENT
of ASP and the proposed/chosen
STRATEGIES from TOWS MATRIX.
From the proposed strategies,
outline the proposed detailed action
plans (TACTICS) in order to achieve
the strategies.
V. CREATIVE STRATEGIES AND TACTICS
S&M: Goal #1 – To … (Proposed Goal Statement)

Strategy 1: (From TOWS Matrix)


Tactic 1: How to do it?
Tactic 2: When to do it?
Tactic 3: Who will do it?
Tactic 4:
Strategy 2: (From TOWS Matrix)
Tactic 1:
Tactic 2:
SWOT ANALYSIS AND TOWS MATRIX (S&M)
INTERNAL INTERNAL
INTERNAL FACTORS
STRENGTHS (S) WEAKNESSES (W)
S1: Reasonable Pricing W1: Limited Manpower
S2: Strategic Location W2: Unhealthy Products
S3: Socially Responsible W3: Weak Online Presence
EXTERNAL FACTORS S4: Financial Stability W4: Minimal Promotional Activities
S5: Large Customer Base W5: Limited Distribution
EXTERNAL
S/O STRATEGIES W/O STRATEGIES
OPPORTUNITIES (O) S/O1: Partnership with schools (S1,O2, O5) W/O1: Hire Part-time Employees (W1, O1)
O1: 50-60% Workforce -Yuppies S/O2: Run a Contest on FB W/O2: Introduce a New but Healthy Product
(W2, O4)
O2: Shareability & Virality - SNS kddd Page (S5, O2) W/O3:
O3: Capturing New Market S/O3: OOH Advertising to create visibility W/O4:
O4: Launching New Products DDDD (S4, O23, O4) W/O5:
S/O4:
O5: Partnerships S/O5:
EXTERNAL
S/T STRATEGIES W/T STRATEGIES
THREATS (T) S/T1: Sales Promotions-freebies (S1, T1) W/T1: Intensify communications campaign
thru SNS (W3, T4)
T1: Consumer Switching S/T2: Customer Loyalty Program (S5,T4)
S/T3: W/T2: Design an interactive activities for
T2: Stiff Competition Students, Yuppies & Young Adults
S/T4:
T3: Price Wars S/T5: (W5, T1, T2)
T4: Captivating Ads with other brands W/T3:
W/T4:
T5: Self-cannibalism
V. CREATIVE STRATEGIES AND TACTICS (S&M)
Goal #1 : To increase/generate awareness,
interest and customer loyalty.
Strategy 1: Run a Contest on FB Page (S5, O2)
Tactic 1: We will call it “I like, I share, I win”.
Tactic 2: The promo will run by Q1 and Q2.
Tactic 3: Netizens can win exciting prizes by
liking our page, sharing our posts and by
tagging their 5 friends.
Tactic 4: Our social media specialist will also
optimize the company’s Twitter/IG account.
V. CREATIVE STRATEGIES AND TACTICS (S&M)
Goal #2 : To reinforce/mobilize the existing sales
force and activate them to deliver sales.

Strategy 1: Provide the sales force with continuous


learning activities through seminars and training
to enhance/develop their skills.

Tactic 1: Conduct “Personality Development Seminar” for


newly hired salespersons by Quarter 1.
Tactic 2: Conduct “Excellent Customer Service” by Q2

Tactic 3: Conduct “Effective Selling Techniques” by Q3 and


“Leadership Training by Q4
Tactic 4: Invite “Business Coach, Inc.” or “Whole Brains,
Inc.” to conduct the abovementioned training/seminars.
V. CREATIVE STRATEGIES AND TACTICS (HR)
Goal #2 : To develop a systematic and effective
training and development and to reduce attrition
rate by 20%.
Strategy 1: Launch intensive leadership/management trainings
& seminars/workshop for employees who are candidates for
promotion.

Tactic 1: We will call it “LEAP” or “Leadership


Enhancement and Achievement Program”
Tactic 2: There will be Managers Edition, Supervisors
Edition and Non-officers Edition
Tactic 3: Participants will be selected based from the
performance evaluation scores (recommendations)
Tactic 4: This program will run for 2 months to hone the skills of
employees/those employees who are candidates for promotion.
CONTENT:
V. Creative Strategies and Detailed
Action Plans (Tactics)

This section is said to be the


“meat ” of STRAMA PLAN.

Ensure that all S/T are SMARTER


(Specific, Measurable, Attainable,
Realistic, Timebound, Energetic and
Rewarding)
CONTENT:
V. Creative Strategies and Detailed
Action Plans (Tactics)
Tips:
1. Make sure that all your S/T are COST-
EFFECTIVE.
2. All S/T must be supported by
COLLATERALS/DETAILED INFO.
3. There are NO-COST-MANAGEMENT
STRATEGIES (Management
techniques that cost you time but
NOT MONEY).
4. Low-budget management hacks.
DELIVARABLES (FINALS)
i. Title Page
I. Executive Summary
II. Situation Analysis (PESTLE/4Cs)
III. SWOT and TOWS Analysis
IV. Proposed Goal Statements
V. Creative Strategies and Detailed
Action Plans (Tactics)
VI. Budget Utilization & Timetable
VII. Measurement of Success (KPI)
VIII.Appendix/Exhibits
CONTENT:
VI. Budget Utilization & Timetable
It includes the utilization or how
will you use the approved budget
for the entire STRAMA plan.
The allocation of funds for
different activities (strategies and
tactics).
An estimated project costs to
EXECUTE your proposed strategies.
CONTENT:
VI. Budget Utilization & Timetable
In multinational
companies/larger businesses,
the budget is being approved
after the StraMa plan has been
laid down, since our subject
matter are hypothetical, the
working budget is being
allocated (pre-budgeted) prior
to planning.
CONTENT:
VI. Budget Utilization & Timetable
Working Budget ensure that your
StraMa plan initiatives are
realistically COSTED.
 You should cost all the POSSIBLE
EXPENSES.
 In this matter, you could also
work in conjunction with an
accountant to make sure that the
figures are complete & realistic.
EXAMPLE (S&M):
TYPICAL GENERAL SALES/MARKETING EXPENSES
 Public Relations
 Personal Selling
 Printing and Mailing
 Website Development and Hosting
 Brochure Design
 Advertising (Print, TV, Radio, OOH)
 Events Marketing
 Sales Promotions
 Advertising Agency Commissions
 Salaries for IMC-collaborators
 Salaries for marketing supports
 Direct and Indirect Marketing Costs
CONTENT:
IMPLEMENTATION TIMETABLE
 It depicts the relationship between the
StaMa planning process and the output
of the process.
 It is said to be the “milestones
schedules”.
 It includes the months (dates) of
strategy executions, managers/person
in charge, collaborators involve per
strategy/tactic, budgets for each and its
progress.
 Please see sample implementation timetable.
CONTENT:
i. Title Page
I. Executive Summary
II. Situation Analysis (PESTLE)
III. SWOT Analysis & TOWS Matrix
IV. Target Market/Customer
V. Creative Strategies and Detailed
Action Plans (Tactics)
VI. Budget Utilization & Timetable
VII. Measurement of Success (KPI)
VIII.Appendix/Exhibits
CONTENT:
VII. Measurement of Success
Also known as KPI or Key
Performance Indicators.
How will you evaluate your
performance and its progress
toward its goals.
Define the CRITERIA /
INDICATORS / METRICS to
measure the level of effectiveness
of the strategies and tactics.
CONTENT:
VII. Measurement of Success
 Is the COMPANY (certain department)
doing well, 3 or 6 months after the
strategies has been implemented?
SAMPLE KPIs (S&M):
Sales Growth
Lead Generation
LTV
Website Traffic
Social Media Reach and Engagement
Email Marketing Performance
Blog Post Visits
CONTENT:
VII. Measurement of Success
 Is the COMPANY (certain department)
doing well, 3 or 6 months after the
strategies has been implemented?
SAMPLE KPIs (S&M):
Hiring Cycle Time/TAT
Job Offer Acceptance Rate
Average Performance of New Hires
Voluntary/Involuntary Termination Rate
Revenue per Employee
Average Performance Rating
Attrition Rate by Level
CONTENT:
VII. Measurement of Success
 Per proposed strategy must have a
corresponding KPI/s to be used.
EXAMPLE:
Strategy 1: Run a Contest on FB
Page (S5, O2)
KPIs to be used:
1. Lead Generation
2. Social Media Reach &
Engagement
CONTENT:
VII. Measurement of Success (KPIs
or KRAs)

In actual corporate practice,


company conducts
QUARTERLY or MIDYEAR
performance review to
check the level of
effectiveness per strategy
(actual vs. target).
CONTENT:
i. Title Page
I. Executive Summary
II. Situation Analysis (PESTLE)
III. SWOT Analysis & TOWS Matrix
IV. Target Market/Customer
V. Creative Strategies and Detailed
Action Plans (Tactics)
VI. Budget Utilization & Timetable
VII. Measurement of Success (KPI)
VIII.Appendix/Exhibits
CONTENT:
VIII. Appendices/Exhibits
Provide additional information,
charts,
bibliography/references, photo
documentations, printed
collaterals or any
miscellaneous materials
related to support specific
aspects of the StraMa plan.
CONTENT:
VIII. Appendices/Exhibits

Be sure you’re A/E are


numbered and have a
relationship to your StraMa
Plan content and not just
extra information.
CONTENT:
VIII. EXHIBITS & APPENDICES
 MARKETING COLLATERALS (S&M)
 SAMPLE FB ADS DESIGNS
 ADVERT DESIGNS & LAYOUT
 FLYERS/ PRINTED COLLATERALS
 DIGITAL MARKETING COLLATERALS
 TABLES, GRAPHS & CHARTS
 PHOTO DOCUMENTATIONS
 SURVEY RESULTS
 REFERENCES
STRAGIC MANAGEMENT plan
PAPER DEFENSE PRESENTATION
MAY 14, 16 & 21, 2019 | 7:00 pm ONWARDS
STRATEGIC MANAGEMENT PLAN
2nd HALF TIMELINE (FINALS)
May 9 May 11 May 14 & 16
T H U R S D AY S AT U R D AY TUES & THURS

FINAL PRESENTATION:
DEADLINE: RELEASE: STRATEGIC
Strategic Management Order of Group MANAGEMENT PLAN
Plan (Full-blown) Papers Presentations PAPER DEFENSE &
*Printed in two (2) sets *Will be posted via FB Closed PRESENTATION
*PowerPoint Presentation Group 2 Teams – Tue; 3 Teams - Thurs
*Final Reminders 7:30 – 9:00PM
Rm. 207
Midterm & Final Term Requirement:
“STRAMA-RAMA: STRATEGIC
MANAGEMENT PLAN DEFENSE
PRESENTATION”
BSA803 | 2nd Semester | AY 2018-2019
05. 14~21.2019, T/Th, RM. 207, SPCBA

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