Planning in

Organizations
Topic: Planning in Organizations Activity: Discussion/ Quipper Activity
 Objectives
01 02 03
Discuss the nature of Explain the significance of Enumerate and discuss the
planning. vision and mission statements different types of plans
and goals or objectives in
planning

04 05
Describe the planning Apply appropriate
process and planning at planning techniques and
different levels in the firm. tools in business situations

Topic: Planning in Organizations Activity: Discussion/ Quipper Activity

 Essential Questions:

● Why do we need
to plan?
● How to plan?

Topic: Planning in Organizations Activity: Discussion/ Quipper Activity

 Nature of
Planning
Whenever you see a successful business, someone once made a
courageous decision
-Peter F. Drucker

Topic: Planning in Organizations Activity: Discussion/ Quipper Activity

 A primary management
function
Formulating a plan

Establishing a
system
Setting
Direction and
Goals

Topic: Planning in Organizations Activity: Discussion/ Quipper Activity

 An intellectual exercise
Requires meticulous deliberation

Goals must be clearly established

Strategies should be presented in detail

Topic: Planning in Organizations Activity: Discussion/ Quipper Activity

 A continuous process

Strategies may be revised and changed

depending on the circumstances

The company has to quickly adapt to these

changes to ensure that it is still on track
toward achieving its goals

Topic: Planning in Organizations Activity: Discussion/ Quipper Activity

 Vision
Mission
Goals
Objectives

Topic: Planning in Organizations Activity: Discussion/ Quipper Activity

 Vision and Mission Statements
Vision Statement – describes what
the company wants to achieve and
where it wants to go in the future.

Mission Statement– describes the

company’s reason for existence

Topic: Planning in Organizations Activity: Discussion/ Quipper Activity

 Characteristics of a good Vision Statement

● Graphic
● Directional
● Focused
● Flexible
● Feasible
● Desirable
● Easy to Communicate

Topic: Planning in Organizations Activity: Discussion/ Quipper Activity

 Characteristics of a good Mission Statement
● Describes a company’s existence
● It identifies the:
○ the company’s products and services
○ The customers’ needs that the company seeks to satisfy
○ The target markets that it want to serve
○ The approach to be taken to satisfy customer’s needs
○ Company’s unique identity that distinguishes itself from
competitors

Topic: Planning in Organizations Activity: Discussion/ Quipper Activity

 Goals vs
● Specific accomplishments or action
plans that are usually attained after a
long period
● Broader in scope because the
intentions are more general and
involve outputs that are tangible and
non-measurable
● Example:
○ Increase revenues
○ Minimize expenses
Topic: Planning in Organizations
Objectives
● Refer to action plan that involve
shorter periods and more measurable
outputs.
● More specific and result in tangible
outcomes
● Example:
○ Increase annual sales by 10% by having
three corporate accounts every month
○ Minimize expenses by cutting monthly
utility bills by 12%
Activity: Discussion/ Quipper Activity
 Apple Inc.
to make the best products on earth, and
to leave the world better than we found
it.

to bring the best user experience to its

customers through its innovative
hardware, software, and services

Topic: Planning in Organizations Activity: Discussion/ Quipper Activity

 McDonalds

Topic: Planning in Organizations Activity: Discussion/ Quipper Activity

 SM Corporation
As a flagship investment company, we aspire
towards excellence in everything we do
leveraging the world-class SM brand

To deliver sustainable returns for our

stakeholders and provide a catalyst for growth in
the communities we serve while upholding the
highest standards of corporate citizenship
across all our business units

Topic: Planning in Organizations Activity: Discussion/ Quipper Activity

 Ayala Corporation
Mission
Anchored on values of integrity, long-term vision,
empowering leadership, and with a strong commitment
to national development, Ayala fulfills its mission to
ensure long-term profitability and value creation. Ayala
creates synergies as it builds mutually-beneficial
partnerships and alliances with those who share its
philosophies and values.

Vision
We will be the most relevant, innovative and enduring
Philippine-based business group, enabling shared
value and prosperity for the many stakeholders we
serve.

Topic: Planning in Organizations Activity: Discussion/ Quipper Activity

 TYPES OF PLANS

Topic: Planning in Organizations Activity: Discussion/ Quipper Activity

 Types of Plans
Top-Level Management
Planning
Strategic

Middle-Level
Management Planning
Tactical

Low-Level
Management Planning
Operational

Topic: Planning in Organizations Activity: Discussion/ Quipper Activity

 Top-Level Management Planning
● Corporate Strategy is
conceptualized by the CEO and
other members of the top
management
● A comprehensive and detailed
plan should be formulated since
it will be the backbone of
subsequent plans
● It is essential for a diversified
company with multiple
businesses

Topic: Planning in Organizations Activity: Discussion/ Quipper Activity

 Middle-Level Management Planning

● Formulates the functional/

tactical strategy which
determines a particular function
or process
● The manager is the one
responsible for crafting he
functional strategy

Topic: Planning in Organizations Activity: Discussion/ Quipper Activity

 Low-Level Management Planning
● Formulates the operational
strategy which is a narrower and
more focused strategy
● Requires the identification of
resources that can be used to
achieve the outlined plans and
goals
○ Financial Resources
○ Human Resources
○ Physical Resources

Topic: Planning in Organizations Activity: Discussion/ Quipper Activity

 Contingency Plan

● A special plan created for

unexpected scenarios or changes
○ Crisis Management Plan
○ Scenario Planning

Topic: Planning in Organizations Activity: Discussion/ Quipper Activity

 The Planning Process

1. Formulate the goals and objectives

2. Identify the courses of action
3. Assign responsibilities
4. Document the plan and distribute to
people concerned
5. Review the plan and adjust accordingly
 Performance Check
1. Based on the characteristics of a Vision
and Mission, formulate the vision and
mission of your proposed business.
2. Formulate also the goals of the
organization and the objectives for the
first quarter of operations.