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University of Cebu – Main

College of Business and Accountancy


Summer A.Y. 2020 – 2021

BA 316 - Strategic Management

Name: Shane Demetrias H. Casiple Course & Year: BSA-2 Schedule & Block : 7:00-10:00 AM; Block A Date Submitted: July 14, 2020

My Strategic Life Plan


Your strategic life plan considers all of the areas in your life that are important to you. This plan is based on a framework of personal values, hopes and
dreams. Straying from your plan on a whim becomes a risk that’s quantifiable. So having any plan in place provides a means to calculate risk and manage
impulsiveness.
For a college student this is imperative, as the risks and available impulses are many. It’s just like surfing or snowboarding. They are exhilarating and
sometimes terrifying sports. For a few, calm moments, just before you launch off the top of the wave or that enormous mountain that will propel you into the
twists and turns below, you can see almost everything in front of you. At once, you decide how to take the turns, manage the risk, and if you gain too much speed,
how to slow down or duck out entirely. The more you practice, the better you get, and the more natural the decision- making feels.
Going through life without a strategic plan would be like a novice snowboarder deciding to blaze down a treacherous black diamond course instead of a
sensible bunny hill. Imminent disaster.
This template is meant to help you organize your priorities, establish your life goals and design your own plan.

Step 1: Establish Your Priorities


List the areas in your life that are very important to you. This list might include your family, career, health, financial security, community service, and spiritual. Once
you identify your valuable areas, number them from extremely important (#1) to least important (#20, or whatever you ended up with).
#1 - Spiritual #5 - Career
#2 - Family #6 - Financial Security
#3 - Health #7 - Community Service
#4 - Education #8 - Social Life
Step 2: Establish Your Goals
For each of your priorities identified in Step 1 above, think about where you want to be in that area of your life in the next one to two years, the next five years, and
ultimately, at the end of your life.
MY LIFE AREAS In 2-3 years I want to be here: In 5-7 years I want to be here: Ultimately, I want to be here:
Start to build a real connection with Accepting and living the eternal life
Spiritual Build a strong connection with God
God with God
Have a great connection with them
Be more open to them about my Provide financial support to my
Family and provide emotional support to each
problems parents
one of them.
Do workouts and maintain balance
Health Avoid unhealthy lifestyle Live a healthy lifestyle
diet
Graduate as a BSA student and pass
Education Enroll in Law School Live my life as a CPA-Lawyer
the board exam
Career Search for jobs Work as an accountant Work in a law firm
Put millions of money in my account
Financial Stability Open my own savings account Open savings account for my parents
every year
Give food to some street/homeless Build programs to help those homeless
Community Service Donate funds to different foundations
children children and homeless dogs
Attend parties and other social Become sociable and develop my
Social Life Attend to family/relatives’ gatherings
gatherings social skills

Step 3: Develop Your Action Plan


Keep this in your mind at all times: What gets planned – gets done! Without specific steps and dates, all you have is a wish list - not a plan. Writing in the details of
the plan is essential to your success. This is where you set in place the action steps and deadlines to get you where you want to be and help you accomplish your
goals.
Consider using the SMART Model: Specific, Measurable, Attainable, Realistic and within a specific Time-frame. You will need to identify detailed steps for each one
of the “Goals” you wrote in Step 2 above. The next page shows a sample of one Life Area (Education), one goal and its action steps.
You will only start your plan here, but it must end up as complete as possible. It needs to become a part of the substance of your daily schedule, and thus, your life
(so you can make your life happen.)
Remember, this is NOT written in stone - not your purpose, or any of the goals or steps. Just as in a strategic plan in business, things change. Life has a funny way
of shifting from time to time, requiring adjustments in timing, steps, and resources. Sometimes you might simply change your mind, but to get anywhere, you must
start somewhere.
Good luck and happy planning!
Sample – Strategic Life Plan

Life Area: SPIRITUAL


GOALS ACTION STEPS DEADLINES
Deadlines will vary
Start to build a real relationship 1) 2022- Forever
connection with God - Read the Bible everyday and understand its meaning
2) 2022- Forever
- Talk to God every now and then
3)
- Go to church every Sundays 2022- Forever

Build a strong connection with God 1) Beginning of 2025


- Absorb every words of God
2) Mid 2025
-Start avoiding sins and commit my time to God
3) January 2025
-Help those people who are in need
Accepting and Living the eternal life 1) 2028- onwards
with God - Spread the words of God
2) January 2028- onwards
- Find people who are losing their hopes and share with them how beautiful it
is to live a life with God
3) Live a decent life and avoid committing sins January 2028

Life Area:FAMILY
GOALS ACTION STEPS DEADLINES
Deadlines will vary
Be more open to them about my 1) January 2022
problems - Start to lessen the awkwardness when talking about personal problems
2) February 2022
- Take lightly when talking about personal matters
Provide financial support to my 1) January 2025
parents - Open savings account for my parents
2) January 2025
-Send them monthly allowance for their needs
Have a great connection with them 1) January 2028
and provide emotional support to - Ask them how their day is every now and then
each one of them 2)
- Ask if they have problems and lend an ear to listen and give them advices January 2028- onwards

Life Area: HEALTH


GOALS ACTION STEPS DEADLINES
Deadlines will vary
Avoid unhealthy lifestyle 1) January 2022
- Avoid unhealthy and acidic foods like junkfoods, softdrinks, sweets and
many more
2) Start to eat healthy foods everyday January 2022
- Take lightly when talking about personal matters
Do workouts and maintain balance 1) Go to gym at least once a week January 2025
diet a. Find a nearby gym and set sessions with gym instructor once a week or First week of January,2025
when needed
b. Attend gym sessions based on schedule January 2025
2) Eat go, grow, and glow foods January 2025
a. Have a healthy meal plan First week of January, 2025
Live a healthy lifestyle 1) Maintain a balanced diet 2028
a. Always make time for my self January 2028
2) . Pamper myself when I am stressed out January 2028

Life Area: EDUCATION


GOALS ACTION STEPS DEADLINES
Deadlines will vary
Graduate as a BSA student and pass 1) Graduate as a BSA student in school year 2022-2023 March 2023
the board exam a. Study and review for the subjects everyday 2022
2) Pass the CPA licensure examination - 2023 2023
b. Enroll in a review center and make sure to understand every concept of the Summer 2023
subjects
c. Take the board exam - October, 2023 October 2023
Enroll in Law School 1) Find a good school to enroll 2025
a. Inquire in different law schools like the UC-Banilad Summer 2025
b. Enroll and take seriously the law school 2030
Live my life as a CPA-Lawyer 1) Graduate in law school- at the end of school year 2029 at the end of school year 2029
2) Take the board exam and pass it - 2030 2030
3). Apply in law firms 2031
a. search for jobs 2031
b. settle in a law firm where unity among workers exist 2031
Life Area: CAREER
GOALS ACTION STEPS DEADLINES
Deadlines will vary
Search for jobs 1) Look for jobs in the internet or contact my acquaintances if they know any 2023
job hiring’s
a. search for jobs and apply right away if the job needed suit my proficiency June 2023
b. Attend in job interviews and seminar if necessary - July, 2023
Work as an accountant - 1) Do my best in the company where I work with 2025 - until I resign
a. Finish all the necessary works within the deadline 2025 - until I resign
b. Have a unity and harmony with my workmates 2025 - until I resign
c. Make sure that the financial statements are accurate and no error 2025 - until I resign
Work in a law firm 1)Look for law firms that are in need of attorneys 2031
a. search through websites which law firms are hiring attorneys January,2031
b. Choose a law firm that is competent and have a great harmony towards its End of January,2031
employees
2. Apply in law firm February 2031
a. Upon choosing a law firm, consider the working environment, the salary First week of February,2031
and the reputation of the firm –
b. attend in job interviews and/or seminars - End of February 2031 End of February 2031
3. Work as one of the best CPA-Lawyers in town March 2031
a. Do my best and perform efficiently and effectively - March 2031 - until I March 2031 - until I resign
resign

Life Area: FINANCIAL SECURITY


GOALS ACTION STEPS DEADLINES
Deadlines will vary
Open my own savings account 1)Save money Starting today until 2022
2) Find the best savings account 2022
a. Look for banks that generates high-yield savings account June 2022
b. Gather Documents to Open a Savings a Account July 2022
3) Deposit money on monthly basis - August 2022
a. Save 100-300 pesos everyday (times 30 days, the amount is subject to
change and may increase based on the job that I get) August 2022-onwards
Open savings account for my parents 1) Prepare the necessary documents to open savings account for my parents January 2025
2) Open savings account for them End of January 2025
a. I will open savings account for my parents that yield high interest rates than End of January 2025
other banks (may be the same with the bank where I open my savings
account) End of January 2025
3) Deposit money on monthly basis January 2025
a. At least deposit 20 000 - 30 000 pesos monthly on individual accounts February 2025 - onwards
b. Increase amount of deposit after each and every year 2026 - coming years
Put millions of money in my account 1) Invest 2031
every year a. Search for potential business or markets that earn high returns on January 2031
investment February 2031
b. invests in stock market and other business that can make my money grow February 2031
c. saves all the profit that I make February 2031
2) Set a target profit to earn money February 2031
a. A target profit of 200,000 - 300,000 per month March 2031
3) All monthly profit should be put in my savings account June 2031
a. My profit should exceed 1,000,000 June, 2031
b. Also, put half of my salaries in savings account

Life Area: COMMUNITY SERVICE


GOALS ACTION STEPS DEADLINES
Deadlines will vary
Give food to some street/homeless 1) Search for streets or places where many homeless children exist January 2023
children a. Ask my friends if they know some place where I can give a little food to
homeless children January 2023
2. Prepare food packs and water to be distributed to homeless children End of January 2023
Build programs to help those 1) Think of ideas to help those homeless children and dogs - January 2026 January 2026
homeless children and homeless dogs a. Ask help from a friend - 1st week of January 2026 1st week of January 2026
b. Form a team with the people I know who have the same advocacy as mine
- 2nd week of January 2026 2nd week of January 2026
2) Develop programs that may help those homeless children and dogs February, 2026
a. Brainstorm with your team and came up with a good programs 2nd week of February, 2026
b. Contact foundations that can provide permanent help and shelter for
those homeless children and dogs March, 2026
Donate funds to different foundations 1) Search for foundations that are in great need of help June 2029
a. Go over the internet and search for foundations June 2029
b. Ask a friend who knows different foundations that need financial help June 2029
2. Choose a foundation August 2029
a. Pick a foundation that has a good intention to help other people August 2029
b. Prepare money or allocate funds to be donated September 2029
c. Encourage my friends to donate also October 2029
d. Donate financial help every month 2030 - onwards

Life Area: SOCIAL LIFE


GOALS ACTION STEPS DEADLINES
Deadlines will vary
Attend to family/relatives gatherings 1) Have confidence in myself and don't be shy January 2022
a. Talk to my relatives every now and then so that I will be comfortable February 2022
whenever they are around
b. Be more open and learn how to adjust End of February 2022
Attend parties and other social 1) Be confident 2025
gathering a. Learn to say yes when invited in gatherings January,2025
b. Trust in my social skills February 2025
2. Attend parties and other social gatherings March 2025
a. Make friends March,2025
b. Know how to make conversations March,2025
c. Talk with sense March,2025
Become sociable and develop my 1) Be sociable and friendly - 2028 2028
social skills a. Always make time to bond with my friends every week or twice a month January 2028
b. Collect numbers of true friends - February,2028 February 2028
2. Be flexible and adjust to the different attitudes of my social circles March, 2028

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