You are on page 1of 38

KOLEHIYO NG LUNGSOD NG LIPA

Marawoy, Lipa City, Batangas 4217

1
KOLEHIYO NG LUNGSOD NG LIPA
Marawoy, Lipa City, Batangas 4217

This workbook belongs to

JESSA MAY R.CABATINGAN

_________________________________________

Name: _________ Score/Rating: ________ Date : __________

2
KOLEHIYO NG LUNGSOD NG LIPA
Marawoy, Lipa City, Batangas 4217

SESSION 1

THE BUSINESS VISION, MISSION AND OBJECTIVE

Financial Objective vs Strategic Objective

Learning Objectives :

At the end of the activity , the learners are expected to:

1. Distinguish financial objective from strategic objective


2. Identify the financial objective and strategic objective of different companies

ACTIVITY - A

Directions: Given the objectives of a company, identify the Financial Objectives and the Strategic
Objectives. Write your answer in the answer sheet provided.

(1) 3M CORPORATION

To achieve long term sales growth of 5-8% organic plus; 2-4% from acquisitions; annual growth
in earnings per share of 10% or better; on average a return on stockholder’s equity of 20% 25%;
a return on capital employed of 27% or better; double the number of qualified new 3M product
ideas and triple the value of products that win in the marketplace; and build the best sales and
marketing organization in the world.

(CRAFTING AND EXECUTING STRATEGY The Quest for Competitive Advantage Concept & Cases 14 th edition)

(2) (Research on a company objective and place here)


To be the country’s premiere financial conglomerate ,empowering our individual and business
clients to realize their goals and reach their full potential.By creating and customizing financial
solutions in response to our stakeholder’s needs,continously expanding our scope of reach,and
leading community service, we live up to our ‘’Youre in Good Hands’’promise that embodies who
we are and what we do.We are Metrobank.

Date: _________ Score: ________ Rating:__________

3
KOLEHIYO NG LUNGSOD NG LIPA
Marawoy, Lipa City, Batangas 4217

FINANCIAL OBJECTIVES STRATEGIC OBJECTIVES

3M CORPORATION

3M Company (MMM) set financial objectives for the 3M’s innovative products are built up from the
five-year period from 2016 to 2020 that were slightly
company’s 30 technology platforms. The
below its previous expectations. The company sees its
revenues rising organically by 2%–5% annually platforms provide the broad bases for 3M
through 2020, below its previous forecast of 4%–6%. products. 3M focuses on those technologies that
possess large growth potential as a platform for
Its revision was based on slowing additional products. The technologies are then
industrial (XLI) activity in its major markets, which transformed into commercially viable products in
have continued to restrain growth in its sales. 3M individual business units. These units are
expects its earnings per share to rise by 8%–11% responsible for product innovation, manufacturing,
through 2020. It expects to earn an average return on
and marketing functions and are managed largely
invested capital of 20%.
as independent businesses. These business units
are then organized into product categories, such as
office, healthcare, general industrial, electronic,
and automotive.

Score Rating Score Rating


15 100 7 73
14 97 6 70
13 93 5 67
12 90 4 63

4
KOLEHIYO NG LUNGSOD NG LIPA
Marawoy, Lipa City, Batangas 4217

11 87 3 60
10 83 2 57
9 80 1 53
8 77

Date: _________ Score: ________ Rating:__________

FINANCIAL OBJECTIVES STRATEGIC OBJECTIVES

In 2019, Metrobank posted a robust 27% The Board’s primary responsibility is ensuring
growth in net income to Php28.1 billion. Metrobank’s longterm sustainability and success
Improved profitability, efficiency and by leading the process of developing and reviewing
sustained business growth are the direct the Bank’s strategies annually. It oversees the
result of continued mission to deliver what is
meaningful to the customers and validates overall governance framework; approves and
their trust and confidence in the Bank. oversees strategic objectives of the Bank and its
Metrobank grew its low-cost deposits by corporate values; spearheads the establishment of
12%, driving overall deposit growth of 10% guidelines for acceptable level of risk; monitors
to Php1.7 trillion, and improving CASA ratio management’s performance against set targets,
to 63%. This provided liquidity to support major capital expenditures, acquisition, and
loan growth of 7% to Php1.5 trillion, aligned
divestitures;and ensures that appropriate controls
with that of GDP growth.
and systems of checks and balances are in place
and operating effectively.

Score Rating Score Rating


15 100 7 73

5
KOLEHIYO NG LUNGSOD NG LIPA
Marawoy, Lipa City, Batangas 4217

14 97 6 70
13 93 5 67
12 90 4 63
11 87 3 60
10 83 2 57
9 80 1 53
8 77

Name: _________ Score/Rating: ________ Date : __________

THE BUSINESS VISION AND MISSION

Learning Objective :

At the end of the activities , the learners are expected to:

1. Distinguish Vision from Mission


2. Identify the components of a mission statement and vision statement
3. Craft a company’s vision and mission .
Mission statement answers the question “What is our business?”
Vision Statement answers the question “What do we want to become?”
ACTIVITY – B

a. Directions . Match column A with column B . Write the letter of your choice in the
blank line provided below . What components would answer to the following
question?
Column A Column B
1. Are employees a valuable asset of the Firm? a. Self-concept
2. Geographically, where does the firm compete? b. Customers
3. Who are the firm’s customers ? c. Products or services
4. What are the basic beliefs, values, aspirations and d. ethical Markets
priorities of the firm?
5. Is the firm responsive to social, community and e. Technology
environmental concerns
6. What is the firm’s distinctive competence or major f. Survival , growth, and
competitive advantage profitability
7. Is the firm committed to growth and financial g. Philosophy

6
KOLEHIYO NG LUNGSOD NG LIPA
Marawoy, Lipa City, Batangas 4217

soundness?
8. Is the firm technologically current ? h. Concern for employees
9. What are the firm’s major products or services? i. Concern for public image

1. h 2. d 3. b
4. g 5.i 6.a
7. f 8. e 9.c

Score Rating Score Rating


9 100 4 72
8 94 3 67
7 89 2 61
6 83 1 56
5 78 0 50

Name: _________ Score/Rating: ________ Date : __________

b. MISSION STATEMENT ANALYSIS. Directions: Analyze the Mission statement


presented in the box. Use the table below to identify the components. Intel

7
KOLEHIYO NG LUNGSOD NG LIPA
Marawoy, Lipa City, Batangas 4217

Delight our customers, employees, and shareholders by relentlessly delivering the platform and
technology advancement that become essential to the way we work and live.

CONFIRMATIO
COMPONENTS IDENTIFICATION
N

1 Customers Yes Delight our customers

2 Products or services

3 Markets
4 Technology Yes Technology advancement

Concern for survival,


5
growth, and profitability
6 Philosophy

7 Self-concept

8 Concern for public image

9 Concern for employees Yes Employees

Score Rating Score Rating


9 100 4 72
8 94 3 67
7 89 2 61
6 83 1 56
5 78 0 50

8
KOLEHIYO NG LUNGSOD NG LIPA
Score/Rating: ________ Date : __________
Marawoy, Lipa City, Batangas 4217

c. MISSION STATEMENT ANALYSIS. Directions: Analyze the Mission statement


presented in the box. Use the table below to identify the components. (Chosen
business)

As the heart of the Metrobank Group, we live up to our “Excel. Engage. Empower” roadmap
that embodies who we are and what we do.

The Foundation shall endeavor to be the country’s premier corporate philanthropic foundation
contributing a significant impact on social development. As a development organization, we aim
to uplift individuals and the sectors they represent and strategically link with institutions for a
shared-purpose. By creating and propagating a culture of excellence and providing solutions to
stakeholder’s needs, we continuously expand our scope of reach and be at the forefront in serving
communities. “Excel. Engage. Empower” or the 3Es shall remain our roadmap.

CONFIRMATIO
COMPONENTS IDENTIFICATION
N

1 Customers Yes Business clients

2 Products or services Yes be at the forefront in serving communities

3 Markets
4 Technology

Concern for survival, As a development organization, we aim to uplift


growth, and profitability individuals and the sectors they represent and
5 Yes
strategically link with institutions for a shared-
purpose.
6 Philosophy Yes
As the heart of the Metrobank Group, we live up
to our “Excel. Engage. Empower” roadmap that
embodies who we are and what we do.

7 Self-concept Yes
we live up to our “Excel. Engage. Empower”
roadmap that embodies who we are and what we

9
KOLEHIYO NG LUNGSOD NG LIPA
Name: _________ Score/Rating: ________ Date : __________
Marawoy, Lipa City, Batangas 4217

do.

8 Concern for public image Yes


continuously expand our scope of reach and be at
the forefront in serving communities. “Excel.
Engage. Empower” or the 3Es shall remain our
roadmap.


providing solutions to stakeholder’s needs, we
9 Concern for employees Yes continuously expand our scope of reach and be at the
forefront in serving communities. 

Score Rating Score Rating


9 100 4 72
8 94 3 67
7 89 2 61
6 83 1 56
5 78 0 50

Name: _________

d. REVISED MISSION STATEMENT Directions : Revise the mission statement above by


completing the components .

COMPONENTS CONFIRMATION IDENTIFICATION

1 Customers Yes Business clients

2 Products or services Yes serving communities

3 Markets
4 Technology

5 Concern for survival, Yes As a development organization, we aim to uplift


growth, and profitability individuals and the sectors they represent and

10
KOLEHIYO NG LUNGSOD NG LIPA
Score/Rating: ________ Date : __________
Marawoy, Lipa City, Batangas 4217

strategically link with institutions for a shared-


purpose.
6 Philosophy Yes
As the heart of the Metrobank Group, we live up
to our “Excel. Engage. Empower” roadmap that
embodies who we are and what we do.

7 Self-concept Yes We nurture them into professional individuals


with integrity
8 Concern for public image aim to be the country’s premiere financial
conglomerate,empowering our individual
business clients to realize their goals and reach their
9 Concern for employees Yes
full potential.

REVISED MISSION STATEMENT

We aim to be the country’s premiere financial conglomerate,empowering our individual and


business clients to realize their goals and reach their full potential.We nurture them into
professional individuals with integrity and passion for service and excellence.

Score Rating Score Rating


9 100 4 72
8 94 3 67
7 89 2 61
6 83 1 56
5 78 0 50

ACTIVITY – C

a. VISION STATEMENT ANALYSIS . Directions : Analyze and Identify the key elements of
a business vision statement given below. Use the table below .

11
KOLEHIYO NG LUNGSOD NG LIPA
Name: _________ Score/Rating: ________ Date : __________
Marawoy, Lipa City, Batangas 4217

VISION :

To be the global energy company most admired for its people, partnership and
performance.

Key elements Identification


For its people, partnership,and performance
Focus /Main theme(to whom)
To be the global energy company
Hopes/Aspiration -
To be the global energy company
Focus in the future
Most admired for its people
Expression of values/worth

Score Rating Score Rating


8 100 3 75
7 95 2 70
6 90 1 65
5 85 0 60
4 80

12
KOLEHIYO NG LUNGSOD NG LIPA
Name: _________ Score/Rating: ________ Date : __________
Marawoy, Lipa City, Batangas 4217

b. Crafting a Vision statement


Directions : Identify a local business and create a vision statement. Use the following
question guidelines to craft your Vision. Name of Business: AVON
Products/Service: Cosmetics and Skin care products

What is its focus ? satisfies the product, service and self-fulfillment needs of women - globally.

What are its hopes and aspiration? Empowering those millions of women through helping them
establish,grow and extend their careers.

What is its focus in the future? With major sweeping social change, we believe the future is full of
possibilities for women, our beauty entrepreneurs and in turn, helping to reinvigorate our core purpose as a
business. We’re transforming to become a hi-tech, hi-touch, hi-impact, fast-beauty brand. We’ll bring our
customers the latest trends, through a direct, trusted, personal experience, with our beauty entrepreneurs, supported
by digital – while leveraging the huge impact of our global network to create positive change for millions of
women and their friends around the world.

what is the extent or value/worth? believe in a better world for women, which is a better world for all ,
plan to improve the lives of 100 million women every year; our global response to the barriers still holding
women back from reaching their full potential.

A WELL CRAFTED VISION STATEMENT


To be the company that best understands and satisfies the product, service and self-fulfillment needs of
women - globally.

13
KOLEHIYO NG LUNGSOD NG LIPA
Name: _________ Score/Rating: ________ Date : __________
Marawoy, Lipa City, Batangas 4217

Score Rating Score Rating


8 100 3 75
7 95 2 70
6 90 1 65
5 85 0 60
4 80

SESSION 2

THE EXTERNAL AND INDUSTRY ANALYSIS

At the end of the activities , the learners are expected to :

1. Recognize the trends and forces driving an industry


2. Identify industry’s critical success factors in a competitor analysis framework
3. Apply the framework and process involved in the external industry analysis
4. Identify opportunities and threats in the external industry environment

ACTIVITY – A

a. STEP ANALYSIS
Directions: Identify the external factor to which the following variable may be classified
S - social, cultral , demographic, environmental
T technological
E- economic
P - political, governmental, legal

E-1. No. of Marriages P-6. Anti Money laundering Law


S-2. Air Pollution T- 7. E-banking
E-3. Unemployment rates T-8.ATM machine trend
E-4exchange rates E- 9. Population Increase
P-5. local election E-10. Oil Price hike

14
KOLEHIYO NG LUNGSOD NG LIPA
Name: _________ Score/Rating: ________ Date : __________
Marawoy, Lipa City, Batangas 4217

Score Rating Score Rating


10 100 4 70
9 95 3 65
8 90 2 60
7 85 1 55
6 80 0 50
5 75

a.
Directions: Identify the trends in the external environment . Show proof or evidence
by attaching clippings from newspapers and magazines. Explain the effect of this
trends in the conduct of business.

Despite the challenges the COVID-19 pandemic brought to several businesses, the majority of Filipino micro-,
small, and medium enterprises (MSMEs) surveyed have shown resilience as they continue operations through
Facebook.advertisementIn a survey conducted by Facebook, the State of Small Business Report found that 64%
of Filipino MSMEs on Facebook are able to continue operating and engaging in revenue-generating activities
despite the limitations of the pandemic.Facebook conducted the survey over 30,000 small business owners and
employees in over 50 countries including the Philippines.It was conducted amid the pandemic May 28-31 with
over a hundred respondents from the country.According to the Department of Trade and Industry (DTI), MSMEs
make up 99.5% of businesses in the country, which is why Facebook says it recognizes its vitality in the
economy.._____________________________________________________________________________
_____________________________________________________________________________
_____________________________________________________________________________
_____________________________________________________________________________
___________________________________________________________________

Note to Instructors : Use the rubrics below to rate the analysis


RUBRICS FOR ANALYSIS

15
KOLEHIYO NG LUNGSOD NG LIPA
Name: _________ Score/Rating: ________ Date : __________
Marawoy, Lipa City, Batangas 4217

content requirement is content requirement is content requirement is content requirement is


complete with rational and complete with detailed complete with insignificant incomplete with
COMPLETENESS detailed analysis of all issues analysis of most of the issues analysis of some of the insignificant analysis of
issues all of the issues
4 3 2 1
extremely well - organized well-organized lacks organization Poor organization
ORGANIZATION
4 3 2 1
WRITING Clear, concise, correct Clear, concise, w/ few error, Not clear, and concise, with Unfocused, With serious
CONVENTIONS relevant sufficient numerous errors insufficient errors and Lacks detail
4 3 2 1
TOTAL

Score Rating Score Rating


12 100 5 71
11 96 4 67
10 92 3 63
9 88 2 58
8 83 1 54
7 79 0 50
6 74
ACTIVITY – B

EXTERNAL OPPORTUNITIES AND THREATS

Directions: Identify 3 Opportunities and 3 Threats that your chosen business maybe
exposed to . Give its effect to the business.

Name of Chosen Business: METROBANK

OPPORTUNITIES EFFECT
1 New environmental policies The new opportunities will create a level playing
field for all the players in the industry. It
represent a great opportunity for Metro Bank Plc
to drive home its advantage in new technology
and gain market share in the new product
category.

2. The market development Market development as will lead to dilution of


competitor’s advantage and enable Metro Bank Plc to
increase its competitiveness compare to the other

16
KOLEHIYO NG LUNGSOD NG LIPA
Name: _________ Score/Rating: ________ Date : __________
Marawoy, Lipa City, Batangas 4217

competitors.

3 .Online platform Metro bank More can boost its Metrobank use to for your convenience, you may
growth due to increasing internet penetration continue your transactions on Metrobank Online or
the Metrobank Mobile App,” it added.

THREATS EFFECT
1. Intense competition Stable profitability has increased the number of
players in the industry over last two years which
has put downward pressure on not only
profitability but also on overall sales

2 . Imitation of the counterfeit and low quality If a Imitation of the counterfeit and low quality
product. product is also a threat to Metro Bank Plc’s product
especially in the emerging markets and low income
markets.

3 . New technologies New technologies developed by the competitor


or market disruptor could be a serious threat to
the industry in medium to long term future.

Score Rating Score Rating


12 100 5 71
11 96 4 67
10 92 3 63
9 88 2 58
8 83 1 54
7 79 0 50
6 74

ACTIVITY – C
MICHAEL PORTER’S INDUSTRY ANALYSIS

17
KOLEHIYO NG LUNGSOD NG LIPA
Name: _________ Score/Rating: ________ Date : __________
Marawoy, Lipa City, Batangas 4217

Directions: Circle the number on the scale that best corresponds to your honest assessment
of the external situation faced by your chosen business. Numbers to the left on the scales
correspond to situations with greater threats, while numbers to the right correspond to
Competitive Force Threat- 1 2 3 4 5 Opportunity
based -based
1. Threat posed by new entrants
situations with greater opportunities.
Name of Chosen Business _____Metrobank_________________________

Entry of new firms in the market Easy 1 2 345 Difficult


Options or choices exist for discouraging new Few 1 2 345 Many
firms from entering the market
2. Bargaining power of Supplier
Extent of Supplier power Much 1 2 345 Little
Options exist to lessen supplier power Few 1 2 345 Many
3. Bargaining Power of Buyer
Extent of Buyers Power Much 1 2 345 Little
Options exist to lessen buyer power Few 1 2 345 Many
4. Threat of Substitutes
Alternatives available for buyers to get benefits of Much 1 2 345 Few
products or service in some other ways
Means of improving value to customers Few 1 2 345 Many
Options exist for increasing customer loyalty Few 1 2 345 Many
5. Rivalry
Degree of Rivalry with direct competitors High 1 2 345 Low
Strength of the direct competitors Weak 1 2 345 Strong
Options exist for facing competitor’s challenge Few 1 2 345 Many
Availability of potential market for the product or Few 1 2 345 Many
service
Source : Wyosocki and wirth (1999); Porter (1980)

SUMMARY : Discuss the result of the competitor analysis by Michael Porter


Metropolitan Bank & Trust Company (“Metrobank” or “the Bank”) was incorporated on April 6, 1962
by a group of Filipino businessmen to provide financial services to the Filipino-Chinese community.
Since its formation, the Bank has diversified its business, and to date provides a broad range of banking
and collateral services to all sectors of the Philippine economy. The original Certification of
Incorporation of the Bank was issued by the Securities and Exchange Commission (SEC) for a 50-year
corporate term. On March 21 and November 19, 2007, the Board of Directors (BOD) of the Bank and
the SEC, respectively, approved the extension of its corporate term for another 50 years or up to April
6, 2057.

18
KOLEHIYO NG LUNGSOD NG LIPA
Name: _________ Score/Rating: ________ Date : __________
Marawoy, Lipa City, Batangas 4217

Note to Instructors : Use the rubrics below to rate the analysis


RUBRICS FOR ANALYSIS
content requirement is content requirement is content requirement is content requirement is
complete with rational and complete with detailed complete with insignificant incomplete with
COMPLETENESS detailed analysis of all issues analysis of most of the issues analysis of some of the insignificant analysis of
issues all of the issues
4 3 2 1
extremely well - organized well-organized lacks organization Poor organization
ORGANIZATION
4 3 2 1
WRITING Clear, concise, correct Clear, concise, w/ few error, Not clear, and concise, with Unfocused, With serious
CONVENTIONS relevant sufficient numerous errors insufficient errors and Lacks detail
4 3 2 1
TOTAL

Score Rating Score Rating


12 100 5 71
11 96 4 67
10 92 3 63
9 88 2 58
8 83 1 54
7 79 0 50
6 74

19
KOLEHIYO NG LUNGSOD NG LIPA
Name: _________ Score/Rating: ________ Date : __________
Marawoy, Lipa City, Batangas 4217

20
KOLEHIYO NG LUNGSOD NG LIPA
Score/Rating: ________ Date : __________
Marawoy, Lipa City, Batangas 4217

Name: _________

ACTIVITY – D
EXTERNAL FACTOR EVALUATION (EFE)
Directions: Compute for the weighted score of Apple Co. and explain the result of the matrix.

Key External Factors Weight Rating Weighted


Score
Opportunities
1. New trade agreement that lifts the ban of imported 0.11 3 0.33
food is signed with a neighboring country.
2. Signing a contract with a new supplier. 0.09 1 0.09
3. Processed food market growing by 15% next year in 0.24 2 0.48
our largest market.
4. Incorporating a new company in neighboring 0.10 1 0.10
country, where the tax rate is decreasing by 3% next
year.
Threats
5. The contract with the main customer expires in 2 0.17 4 0.68
months.
6. Extreme cases of natural disasters occurring next 0.03 3 0.09
year.
7. New law, requiring decreasing the amount of sugar in 0.14 3 0.42
the food by 20%, could be passed next year.
8. Competitors opening 3 new stores in the town. 0.12 2 0.24
Total 1.00 ____2.43____

Evaluation (4pts)
Based on the IFE and EFE Matrices in the previous factor evaluations apple co, with the resultant
result and scores were 2.43 respectively where in it a STRONG IFE Matrix and MEDIUM EFE Matrix
plotted has on IE Matrix.Based on the IE Matrix, the joint effect of the internal and external analysis
falls GROW AND BUILD strategies wherein this section has divisions for intensive (Market Penetration,
Product Development and Related Diversification); or integrative (Backward Integration, Forward
Integration and Horizontal Integration) strategies where it can be most suitable in this division.
KOLEHIYO NG LUNGSOD NG LIPA
Name: _________ Score/Rating: ________ Date : __________
Marawoy, Lipa City, Batangas 4217

Score Rating Score Rating


12 100 5 71
11 96 4 67
10 92 3 63
9 88 2 58
8 83 1 54
7 79 0 50
6 74 17

ACTIVITY – E

COMPETITIVE PROFILE MATRIX Directions: Identify Critical Success Factors (CSF) for your chosen
business and its two other competitor. Prepare a Comparative Profile Matrix (CPM) and infer a
conclusion from the result of the Matrix

Name of Chosen Business ______________________________

COMPETITIVE PROFILE MATRIX (CPM)RESULT (4 pts.)

CRITICAL SUCEES FACTOR WEIGHT METROBANK RCBC LANBANK


RATING SCORE RATING SCORE RATING SCORE
Product and price .15 4 .60 3 .45 3 .45
Competitiveness
Financial report .10 3 .30 2 .20 3 .30

Market share .10 3 .30 2 .20 3 .30


Management .10 4 .40 4 .40 4 .40
22
KOLEHIYO NG LUNGSOD NG LIPA
Name: _________ Score/Rating: ________ Date : __________
Marawoy, Lipa City, Batangas 4217

Local branches .15 2 .30 3 .45 3 .45


Foreign branches .10 2 .20 2 .20 2 .20
Employee .15 3 .45 3 .45 3 .45
e-commerce .10 3 .30 3 .30 3 .30
and technology
Advertisement .05 2 .10 2 .20 2 .20
TOTAL 2.95 2.85 3.05

Critical Success Factors are those variables or circumstances necessary to enable a positive outcome
for a business program or strategy. The CSFs are the expected causal variables of a particular desired
outcome. In the banking industry, the determined Critical Success Factors (CSF) is Product and Price
Competitiveness, Financial Position, Market Share, Management,Local and Foreign Branches,
Employees, E-commerce and Technology, and Advertisements.
Based on the CPM Matrix,Bank of the Philippine Island obtained a weighted score of Metrobank, RCBC,
and Landbank obtained 2.95, 2.85 and 3.05,respectively.BPI is a market leader in electronic banking
where it introduced many innovativetechnologies in the Philippines such as ATMs, point-of-sale debit
system, kiosk banking, internet and mobile banking.

Score Rating Score Rating


12 100 5 71
11 96 4 67
10 92 3 63
9 88 2 58
8 83 1 54
7 79 0 50
6 74

SESSION 3 INTERNAL

ANALYSIS

Learning Objectives:

At the end of the session the learners, are expected to:

1. Evaluate a company’s resource capabilities;


23
KOLEHIYO NG LUNGSOD NG LIPA
Name: _________ Score/Rating: ________ Date : __________
Marawoy, Lipa City, Batangas 4217

2. Apply the value chain framework and process involved in internal analysis;
3. Identify the strengths and weaknesses of a company;

4. Develop an Internal Factor Evaluation (IFE) matrix ;

A. Resource Based View Analysis (RBV)


Direction : Study all areas of your chosen company . Use the worksheet below to evaluate
your company’s status in each area using the following ratings:

Ratings
1 Superior
2 Above average/More than adequate
3 Average/ Adequate
4 Needs improvement
5 Dangerous, serious problems

Functional/Operational Areas 1 2 3 4 5
Tangible Properties
Financial Resources
Organizational Resources
Physical Resources
Technological Resources
Functional/Operational Areas 1 2 3 4 5
Intangible Resources
Human Resources
Innovation Resources
Reputational Resources
SUMMARY (Discuss the results of the RBV analysis in 5 sentences )
the METROBANK Philippine banking system averaged CARs of The second question raised by
contextual issues surrounding SHRM and the idea of fit is related to the efficacy of fit. Thus future
research should focus on testing the concepts of the RBV by testing the full model through which HRM
leads to competitive advantage or firm performance.

24
KOLEHIYO NG LUNGSOD NG LIPA
Name: _________ Score/Rating: ________ Date : __________
Marawoy, Lipa City, Batangas 4217

Note to Instructors : Use the rubrics below to rate the analysis


RUBRICS FOR ANALYSIS
content requirement is complete content requirement is content requirement is content requirement is
with rational and detailed complete with detailed complete with insignificant incomplete with
COMPLETENESS analysis of all issues analysis of most of the issues analysis of some of the insignificant analysis of
issues all of the issues
4 3 2 1
extremely well - organized well-organized lacks organization Poor organization
ORGANIZATION
4 3 2 1
WRITING Clear, concise, correct Clear, concise, w/ few error, Not clear, and concise, with Unfocused, With serious
CONVENTIONS relevant sufficient numerous errors insufficient errors and Lacks detail
4 3 2 1
TOTAL

Score Rating Score Rating

12 100 5 71
11 96 4 67
10 92 3 63
9 88 2 58
8 83 1 54
7 79 0 50
6 74

B. Value Chain Analysis

Direction: Fill out the activities of your chosen company in the value chain worksheet presented below

25
KOLEHIYO NG LUNGSOD NG LIPA
Name: _________ Score/Rating: ________ Date : __________
Marawoy, Lipa City, Batangas 4217

Finishing After Sales Service


recruitmen Compute consumable,produ Customer support
t r ct

Marketing /Sales
Accounting Partnership,advertising,promotion
General
manageme
nt
finance Outbound logistics
Order
fulfillment,transportasion,distrubuti
on

Operation
Finishing,services,
Human Resource

Procurement
Technology
Firm Infrastructure

Inbound logistics
Reception,storage,inventory
control

26
KOLEHIYO NG LUNGSOD NGDate
LIPA
Name: _________ : __________
Marawoy, Lipa City, Batangas 4217

Score/Rating: ________

SUMMARY (Discuss the results of the Value Chain Analysis in 5 sentences )

Porter's value chain model is very popular within the business world. However, avon must not take it
as a rigid, standalone framework by assigning equal importance to all or any activities. The effective
Value Chain Analysis requires Avon to understand that each one activity or function doesn't require an
equivalent scrutiny level. Hence, the primary step of adapting the Porter Value Chain framework is to
spot the importance of activities consistent with their role within the product/service delivery
process.The primary value chain activities of Avon are directly involved in producing and selling the
merchandise to targeted customers.

Note to Instructors : Use the rubrics below to rate the analysis


RUBRICS FOR ANALYSIS
content requirement is complete content requirement is content requirement is content requirement is
with rational and detailed complete with detailed complete with insignificant incomplete with
COMPLETENESS analysis of all issues analysis of most of the issues analysis of some of the insignificant analysis of
issues all of the issues
4 3 2 1
extremely well - organized well-organized lacks organization Poor organization
ORGANIZATION
4 3 2 1
Clear, concise, correct Clear, concise, w/ few error, Not clear, and concise, with Unfocused, With serious
WRITING
relevant sufficient numerous errors insufficient errors and Lacks detail
CONVENTIONS 4 3 2 1
TOTAL

Score Rating Score Rating

12 100 5 71
11 96 4 67
10 92 3 63
9 88 2 58
8 83 1 54
7 79 0 50
6 74

27
KOLEHIYO NG LUNGSOD NG LIPA
Marawoy, Lipa City, Batangas 4217

Name: _________ Score/Rating: ________ Date : __________

C. VRIO ANALYSIS

Direction. Identify the Core competencies of your chosen business and complete the worksheet
covering the four criteria of sustainable advantage.

RESOURCES Valuable Rare Imitability Organization Implications


(H/L) (Yes/No) (Easy/ (Yes/No)
Difficult)
Physical

Technological

Human

Reputation

Management

Research & Development

Marketing

28
KOLEHIYO NG LUNGSOD NG LIPA
Marawoy, Lipa City, Batangas 4217

Sales

the VRIO analysis of metrobank is a strategic management tool that is used to analyse a firm’s internal
strengths and resources. It helps identify which one of its internal strengths and resources can be a
source of sustained competitive advantage. The analysis is based on the idea that a firm’s internal
resources are a source of sustained competitive advantage if they are valuable, rare, cannot be
imitated by competition, and are organised to capture value for the organisation.

29
KOLEHIYO NG LUNGSOD NG LIPA
Marawoy, Lipa City, Batangas 4217

Name: _________ Score/Rating: ________ Date : __________

Score Rating Score Rating

12 100 5 71
11 96 4 67
10 92 3 63
9 88 2 58
8 83 1 54
7 79 0 50
6 74

30
KOLEHIYO NG LUNGSOD NG LIPA
Name: _________ Score/Rating: ________ Date : __________
Marawoy, Lipa City, Batangas 4217

D. INTERNAL STRENGTH AND WEAKNESS

Directions: Identify 3 Strengths and 3 Weaknesses that your chosen business have and
identify its evidence .

STRENGTH Evidence
1 Strong dealer community It has built a culture among distributor &
dealers where the dealers not only promote
company’s products but also invest in training
the sales team to explain to the customer how
he/she can extract the maximum benefits out
of the products.

2 Strong Brand Portfolio Over the years Metro Bank Plc has invested in
building a strong brand portfolio. The SWOT
analysis of Metro Bank Plc just underlines this
fact.

3 Strong distribution network Over the years Metro Bank Plc has built a
reliable distribution network that can reach
majority of its potential market.

WEAKNESS Evidence
1 limited success outside core business Even though Metro Bank Plc is one of the
leading organizations in its industry it has faced
challenges in moving to other product
segments with its present culture.

31
KOLEHIYO NG LUNGSOD NG LIPA
Name: _________ Score/Rating: ________ Date : __________
Marawoy, Lipa City, Batangas 4217

2Organization structure is only compatible with present business model


thus limiting expansion in adjacent product
segments.

3Need more investment in new technologies Given the scale of expansion and different
geographies the company is planning to expand
into, Metro Bank Plc needs to put more money
in technology to integrate the processes across
the board.

Score Rating Score Rating


12 100 5 71
11 96 4 67
10 92 3 63
9 88 2 58
8 83 1 54
7 79 0 50
6 74
E. INTERNAL FACTOR EVALUATION (IFE)
Directions: Compute for the weighted score of Amazon and explain the result of the matrix.

Key Internal Factors Weight Rating Weighted


Score
Strengths
1.Strong Management Team .10 4
2. Strong Customer Service support .07 4
3. Up-to-date technology and software .08 4 4. High brand name recognition .10 4
5. Corporate Culture .07 3
6. Distribution Centers .05 3 7. Strategic alliances .07 3
8. Increased revenue from international segment .03 3
9. High inventory Turn over .03 3
WEAKNESS
10. Accumulated deficit .10 1

32
KOLEHIYO NG LUNGSOD NG LIPA
Name: _________ Score/Rating: ________ Date : __________
Marawoy, Lipa City, Batangas 4217

11.Operating losses .05 1


12. Interest Payment on debts .05 2
13. High inventory risk .05 2
14. Small number of suppliers .05 2
15. Breach of confidential customer information .10 2
Total 1.00 2.8
(http://www.mba-tutorials.com/strategy/57-ife-internal-factor-evaluation-matrix)

Evaluation (4pts)
According to result of IFE Strong Management team and Brand reputation is the strength but in the
weakness is the Breach of confidential customer information. In the total it shows that they are not in
danger yet because the total is above average result of the matrix

Score Rating Score Rating Score Rating


20 100 13 83 6 65
19 98 12 80 5 63
18 95 11 78 4 60
17 93 10 75 3 58
16 90 9 73 2 55
15 88 8 70 1 53
14 85 7 68 0 50
F. SWOT ANALYSIS.
Direction. Read and Analyze the following statements. Write your answer on the space
provided before each number . Write S if the statement is a STRENGTH; W if the
statement is a WEAKNESS; O if the statement is an OPPORTUNITY;and T if the statement
is a THREAT

__w___ 1 Research and Development Cap abilities (Nestle)

__T___ 2 Rising prices of raw materials(Starbucks)


___O_ 3 Direct buying relationship with many producers (Costco)
_
__T___ 4 Water Scarcity (Coca-Cola)

33
KOLEHIYO NG LUNGSOD NG LIPA
Name: _________ Score/Rating: ________ Date : __________
Marawoy, Lipa City, Batangas 4217

___T_ 5 Intense competition with the growth of online TV and online movie rental
_ (Disney)
___S__ 6 Employee Competency (Costco)
___W__ 7 Inability to provide consistent quality in food products (Nestle)
___S__ 8 Brand Reputation(Disney)
__O___ 9 Continued growth of the entertainment industry(Disney)
___O__ 10 Retail Operation Expansion (Starbucks)
____S_ 11 Saturated market in a developing economy(Starbucks)
___S__ 12 The best global brand in the world in terms of value (P804 billion)-(Coca – Cola)
__W___ 13 Sound financial record(Starbucks)
___W__ 14 Shorter hours of Operation compared to competitors (Costco)
__T__ 15 Increased in bottled water consumption (Coca-Cola)
_
___S__ 16 Focus on carbonated drinks only – (Coca-Cola)
__T___ 17 Coffee beans price a major influence over firm’s profit (Starbucks)
__T___ 18 Increasing demand for healthier food products (KFC)
__T__ 19 High Employee turnover (KFC)
_

__S___ 20 Trend towards healthy eating (Nestle)


https://www.strategicmanagementinsight.com/swot-analyses.html

Score Rating Score Rating Score Rating Score Rating


20 100 15 88 10 75 5 63
19 98 14 85 9 73 4 60
18 95 13 83 8 70 3 58
17 93 12 80 7 68 2 55
16 90 11 78 6 65 1 53

SESSION 4 STRATEGIES

IN ACTION

Learning Objectives:

34
KOLEHIYO NG LUNGSOD NG LIPA
Name: _________ Score/Rating: ________ Date : __________
Marawoy, Lipa City, Batangas 4217

At the end of the session the learners, are expected to:

1. Identify the different types of strategies ;

2. Evaluate strategies used by companies;


3. Develop new strategies that will be helpful for the business ;

Direction : Read and analyze the given case . (Baby’s Out of Breath: Challenges of
Running a Neighborhood Store)
a. Identify the different strategies employed by the business and give the advantage/s and
disadvantage/s to the business

S A Dis
T d ad
R v va
A
a nt
T
n ag
E
G t e
Y a
g
e

35
KOLEHIYO NG LUNGSOD NG LIPA
Name: _________ Score/Rating: ________ Date : __________
Marawoy, Lipa City, Batangas 4217

36
KOLEHIYO NG LUNGSOD NG LIPA
Score/Rating: ________ Date : __________
Marawoy, Lipa City, Batangas 4217

Name: _________

Note to Instructors : Use the rubrics below to rate the analysis


RUBRICS FOR ANALYSIS
content requirement is complete content requirement is content requirement is content requirement is
with rational and detailed complete with detailed complete with insignificant incomplete with
COMPLETENESS analysis of all issues analysis of most of the issues analysis of some of the insignificant analysis of
issues all of the issues
4 3 2 1
extremely well - organized well-organized lacks organization Poor organization
ORGANIZATION
4 3 2 1
WRITING Clear, concise, correct Clear, concise, w/ few error, Not clear, and concise, with Unfocused, With serious
CONVENTIONS relevant sufficient numerous errors insufficient errors and Lacks detail
4 3 2 1
TOTAL

Score Rating Score Rating


12 100 5 71
11 96 4 67
10 92 3 63
9 88 2 58
8 83 1 54
7 79 0 50
6 74

b. Infer a strategy that you think will be useful for the business in gaining its ground in the
market . Explain your answer.

37
KOLEHIYO NG LUNGSOD NG LIPA
Marawoy, Lipa City, Batangas 4217

Score Rating Score Rating


12 100 5 71
11 96 4 67
10 92 3 63
9 88 2 58
8 83 1 54
7 79 0 50
6 74

38

You might also like