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 – Teacher II
SHARINETTE R. CORONEL – Teacher II
1

What I Need to Know

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

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
2

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
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

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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

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.

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
memory by identifying the 7
What’s In 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

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 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 schemabackground
or 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 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 below. Grab

What’s New
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

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.

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 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:

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:

8
 Vision

SWOT Mission

Standards
8 Elements
of of Goals
Measureme
nt
Strategic
Plan
Operational,
Core
Tactics and
Values
Strategis
Objective
s

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 waiting for you. It’s okay

What’s More 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 트와이스시대’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 _______________________________ 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.

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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
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

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 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:
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________.
CORE VALUES:
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________.

GOALS:
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________.

OBJECTIVES:
_________________________________________________________________________________
_________________________________________________________________________________.

OPERATIONAL, TACTICAL and STRATEGIES

_________________________________________________________________________________
_________________________________________________________________________________.
_________________________________________________________________________________
_________________________________________________________________________________.
_________________________________________________________________________________
_________________________________________________________________________________.
STANDARDS OF MEASUREMENT:
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________.

SWOT
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________.

Let us now check what you have learned from

this module by answering the questions What

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 I below. Are you ready? Grab a Have Learned
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?
______________________________________________________________________________
______________________________________________________________________________
____________________________________________________________________.

Think of what all of these

concepts can do to your
What I Can Do 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?
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________

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 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 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 C. Micro-environmental analysis analysis
B. 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 C. Company overview
B. Company history D. Company facilities
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 C. Day to day
B. Annually D. Weekly
7. In the Management Study section of the Enterprise Business Plan, includes
_________________ registration
A. Business plan B. C. Business name
Financial plan
D. Marketing plan
8. In environmental analysis, the teams scan the _______________ environments
surrounding the enterprise
A. Natural environments D. Technological
environments
B. Macro and micro
C. Social environments

13
9. In the Management Study section, the mission, goals and ______________ are
stipulated.
B. Plans D. Objectives
C. Studies 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 C. Mission
B. Objectives D. Vision
12. “Live Life the K-pop Way, Simple yet Elegant.” is an example of what element of
a strategic plan?
A. Goals C. Mission
B. Objectives 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 C. SWOT
Strategies D. Core Values
B. Standards of measurement
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 C. SWOT
Strategies D. Core Values
B. Standards of measurement
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

14
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Additional Oh! There’s another

Activities activity left! Come on! Let’s finish it! 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

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