Professional Documents
Culture Documents
Immer Notes
Immer Notes
Immer Notes
Ethics and Strategic Planning in an Organization ➔ A group of moral principles, standards of behavior, or values regarding proper conduct
Irene P. Banhan - Host in the workplace.
➔ How is it different from morals?
Dr. Pyrene T. Quilang (Dean of Graduate School) - Opening remarks ➔ Ethics and Morals deal with distinguishing right from wrong. Ethics is associated with a
- Ethics and social responsibility can provide guidelines for creating educational and practical set of rules to be followed in a professional setting, while morality refers to an
business goals and strategies with the potential to enhance ethical and socially individual‘s principles. Ethics are the rules you abide by to remain with a community or
responsive outcomes. Together, they aid in establishing organizational objectives that a profession. Morals are your values that run to the core or very being, and depending
set the tone for ethics and social responsibility and decide on strategies to meet the on your profession, your morals regarding a certain matter can be stricter than the
goals. code of ethics for the same issue.
- Ethics reminds us to examine our actions, right and wrong. It leads us to find our What influences ethical behavior at work?
true worth and makes us human and humane. 1. Individual Factors - pertaining to gender, religion or sector, educational attainment,
- Ethics in the workplace guide our actions towards moral responsibility. It keeps us age
grounded on the belief that doing good is a virtue. 2. Organizational Factors - culture, unwritten rules that the individual consistently
observes, social tradition, incentives, ability to enforce ethical behavior
Cirilo Parallag, Jr. 3. Top Management - values, priorities, gender,and religion
★ BA in Legal Management - CSU, March 2002 4. Policies and Codes in Harmony with Laws and Organization
★ Bachelor of Laws and Letters - UCV, March 2009
★ Currently a CQI staff and part-time instructor in the SEAS Ethics influences the value system of every organization or employee by serving us as a
moral guide or base. It is characterized by living and doing business without destroying and
➔ Work Immersion - enhance technical knowledge and skills, enrich communication endangering the potential interest of others and the environment.
skills and human relations, and develop good work habits
➔ You don‘t work alone, you don‘t work for yourself, but you always have to work with Professionalism and Ethics
others in an organization, agency, and industry. Professionalism- is the conduct or qualities marking a professional person. A person
➔ Attitudes, appreciation, and respect for work considered to be professional has
◆ PRE - IMMERSION - things that should be done to prepare to be deployed. ● Integrity and trustworthiness- the ability of an individual to demonstrate consistency
- There are expected behaviors that we need to do or act out. We examine in words and deeds. What you say is what you do. Consistency in actions and
and assess ourselves whether these work ethics are necessary, what we dealings towards others despite differences in route and responsibilities.
should change, what we have, and what we should bring to that ● Concern for the Welfare of Others - thinking of the greater good in performing duties
organization or industry. and responsibilities rather than pursuing personal interests.
- Teachers would also consider your safety in the workplace. ● Knowledge and Skills - make decisions based on rational decision-making. They
- You should be abreast with rights and responsibilities in the workplace acquire the necessary foundational concepts and principles to understand better the
- remind yourself about confidentiality in the workplace context of the situation in an objective or empirical manner.
- Master being able to resolve a conflict and teamwork skills ● Accountability and Initiative - recognizes that whatever decisions or actions they
- write resume and application letter, portfolio, and other reqs undertake, he/she must willingly embrace the repercussions or implications. Initiative
- Job interview skills training is demonstrated when individuals pursue an endeavor that redounds to the
◆ IMMERSION PROPER organization's welfare.
- Appreciate management processes by observing, identifying, and ● Responsibility and Sense of Duty - shows an individual can perform his/her duties
describing and function, and he/she does not need to be reminded of it. It also involves making a
- Know the nature of the organization, business, or agency personal commitment to ensure that things get done.
- Know the description of products and services ● Self-care and Self-growth - pursue various activities to manage his/her emotions and
- Familiarize with company rules and regulation physical well-being.
◆ POST- IMMERSION
- Evaluation of work experience by presenting a portfolio How important is Ethics in today’s society?
● Ethics inspire communication between employees, allow for respect to be extended to
ETHICS IN AN ORGANIZATION each person within the organization, and promote customer relationships based on
What is WORK ETHICS? honesty and integrity.
pg. 1
Work Immersion | Final Term
● It is also a potential vehicle for employee pride and motivation and a focus on What we ought to do
customer satisfaction. ● Be dependable - you do what you say you will. you can be trusted to complete any
● Ethics in the workplace is important because it creates a secure and content work task and you do it well. A dependable person builds trust.
environment. ● Be curious - be open to the opinion and ideas of others and practice asking why or
how
Top 3 Observed Misconduct Behaviors ● Be realistic - has a good grip on the reality of the situation and understand what can
1. Poor Customer Service - unhelpful and impolite staff, a ‗can‘t be bothered‘ attitude of and cannot be done; practical or achievable idea or something that resembles the
staff, inefficient service. actual truth about life.
2. Dishonest Behavior - lying, misreporting actual time or hours worked, stealing office ● Be professional - use your time productively at work
supplies, money, foods, copying and selling systems and programs, falsifying ● Be balanced - take breaks
business records, misusing of company‘s assets, sharing confidential files, leaking
information about key persons in the organization What if you committed a mistake?
* Consequences of dishonest behavior - it can lead to compromised credibility, - Be honest and analyze why it went that way and make changes
questioned integrity, and negatively impacted business success with co-workers and What if you run out of work?
clients alike. - Do not take a vacation at your desk until someone comes along to give you another
3. Workplace Romance - having illicit affairs with employees who are married, an assignment.
indecent proposal from customers, public display of affection How to take feedback?
- You listen and learn for your improvement.
How do we rationalize abuse? How to deal with a task that you find boring?
- everybody does it - Do a great job at whatever task that is given to you.
- the company won‘t miss it If you don’t get along with your co-workers and supervisor…
- the company overcharges - Speak up and discuss your concerns with the person involved.
- I‘m not paid enough/ ―baka mababa naman score ko‖
- the company doesn‘t deserve my loyalty Benefits of having established ethics in the workplace
- ―That‘s the way I am.‖ ● Attention to workplace ethics has improved society significantly
- ―It‘s not my fault.‖ ● Ethics allow morality to prevail even in turbulent times
● Ethics promote teamwork and productivity
Workplace etiquette ● Ethics aim to support employee growth and self-worth.
● Be polite, pleasant, and courteous when answering the telephone ● Ethics set policies as legal
● Avoid blowing and popping gum in the office
● Be discrete when coughing or yawning What I must do
● Avoid applying makeup at the desk 1. Exhibit a can-do attitude
● Use positive body language 2. Learn the unwritten rules
● Avoid eating at your desk when dealing with the public 3. Take your assignments seriously
● Be tactful with rude people 4. Meet Deadlines
● Avoid personal conversation when a client is waiting 5. Set realistic goals and expectations
● These office etiquette principles can help serve clients efficiently and effectively 6. Communicate respectfully
● Services offered with positive interaction encourage repeat business by clients and 7. Be flexible
their friends 8. Get a mentor
9. Have fun
Other things employees should watch out and follow
● Be punctual Dr. Nelia Zipangan Cauilan
● Avoid annoying habits From Tuguegarao City, Cagayan
● Practice teamwork Married to Engr. Rafael Durian Cauilan
● Discourage personal office visitors Mother of 3 men:
1. Rafael Angelo - Medical Doctor
pg. 2
Work Immersion | Final Term
2. Michael Vincent - graduate of Juris Doctor ➔ Strategic Management is the art and science of formulating, implementing, and
3. Steven - RMT and graduating med student evaluating cross-functional decisions that enable an organization to achieve its
objectives
★ BA in Social Sciences major in Economics, minor in Political Science at UP Baguio in ➔ Focuses on integrating management, marketing, finance, accounting, production,
1984 - NISGP Scholar operations, research and development, and an information system to achieve
★ Master‘s Degree in Public Administration at CSU in 1967 - Dean‘s Lister educational success
★ Doctor of Philosophy in Development major in Human Resource Development at CSU
in 1994 - Dean‘s Lister Strategic Planning: Why do we need to do it?
★ Lecturer in 1984 with the College of Arts and Sciences teaching Economics and other ➔ Is strategic planning still relevant for businesses today?
Social Sciences subjects such as micro-economics, macroeconomics, labor - Yes because we live in an environment that is very dynamic and what we call
economics, development economics, international trade and business management VUCA (a world that is Vulnerable, Uncertain, Complex, Ambiguity)
★ Taught major courses in the Master for Public Administration program and Doctoral ➔ Is it just an outdated management fad?
program of HRD and DTA at CSU - It is not. In fact, it is one of the core concepts in Public Administration and
★ 1999 to present - teaches basic and major courses in the Master of Public Business Management
Administration and cognate courses in Doctor of Public Administration and DDM ➔ How exactly does it help an organization?
programs in USL
★ Retired as SCUC President II of Apayao State College and still a professor of the ● Regardless of whether your organization or business is a small start-up or one of the
graduate school of Apayao State College, USLT, and on-call professor of the MPA biggest players in the market, you will likely have heard stories of how other
customized program of the state univ. organizations have achieved success through well thought-out strategic planning
★ For her administrative experience, she occupied administrative positions in CSU ● Effective strategic management can bring many benefits to any business or
Caritan as Campus Dean for Academic Affairs, Dean of the College of Public organization
Administration, President of the faculty Association, and member of the CSU board of
regents from 2010 -2012 Why is it important to an organization?
★ University Director for Research, VP for Academic Affairs, and VP for Research, - It provides a sense of direction and outlines measurable goals
Development, and Extension of CSU from September 11 to October 2017 - It is a tool that is useful for guiding day-to-day decisions of the organization and
★ Appointed as SUC President II at Apayao State College from October 2017 to October evaluating progress and changing approaches when moving forward.
2021 and retired on October 19, 2021
★ She was involved as project leader, project consultant, and project member in her What is a strategy?
engagement in Research and Extension - a plan of action or policy designed to achieve a major overall aim
★ Seats in dissertation and thesis defenses until today as adviser or member of the Oral - a general plan to achieve one or more long-term or overall goals under conditions of
Defense Committees of CSU, ASC, USL, ISU, and other HEIs uncertainty
★ SOME AWARDS AND CITATIONS: - is an action that managers take to attain one or more of the organization‘s goals
1. Outstanding Alumni Award in Education - UP BAguio Alumni Association during - results from detailed strategic planning process
the centennial celebration in 2012
2. IDTU Honor Rolls Award for Women in the Cagayan Valley Region under the What is a strategic plan?
Government Service Category awarded by the Philippine Information Agency, - Document used to communicate with the organization, goals, actions needed to
Regional Office II on July 11, 2018 at the Eent Place Hotel Carmelita, achieve those goals, and all of the other critical elements developed during the
Tuguegarao City planning exercise.
3. Distinguished Alumni Award in Public Administration in CSU Alumni Association - provides management the roadmap to align the organization‘s functional activities to
on September 2019 achieve set goals
4. Professional Achievement Award CSU Alumni Association on September 16, - it guides management discussions and decision making in determining resource and
2019 during the 10th Anniversary celebration of CSU Carig campus budget requirements to accomplish set objectives- thus, increasing operational
efficiency.
STRATEGIC PLANNING IN AN ORGANIZATION What is Strategic Planning in an Organization?
What is strategic management? - Strategic planning is a process in which organization‘s leaders define their vision for
the future and identify their organization‘s goals and objectives.
pg. 3
Work Immersion | Final Term
- ALL OF US WILL CONTRIBUTE TO THE ORGANIZATION’S STRATEGIC 1. Determine your strategic position
PLANNING not only the top management - This preparation phase sets the foundation for all work going forward
- Strategic planning is an organizational management activity that is used to set - You need to know where you are to determine where you need to go and how
priorities, focus energy and resources, strengthen operations, ensure that employees will you get there
and other stakeholders are working toward common goals, establish agreement - Involve the right stakeholders from the start considering both internal and
around intended outcomes/results, and assess and adjust the organization‘s direction external resources
in response to a changing environment. - Identify key strategic issues by talking with executives at your company, pulling
- It is a disciplined effort that produces fundamental decisions and actions tat shape and in customer insights, and collecting industry and market data. This will give you a
guide what an organization is, who it serves, what it does, and why it does it, with a clear picture of your position in the market and customer insight,
focus on the future. - It can also be helpful to review your company‘s mission and vision statements
- Effective strategic planning articulates not only where an organization is going and the and core values.
actions needed to make progress, but also how it will know if it is successful. - To get started, use industry and market data including customer insights and
current or future demands, to identify the issues that need to be addressed.
5 Benefits of Strategic Planning - Document your organization‘s internal strength and weaknesses, external
1. It allows organizations to be proactive rather than reactive opportunities, and threats
- A strategic plan allows an organization to foresee their future and to prepare - As a framework, use SWOT(Strength, Weaknesses,- internal (you can control)
accordingly Opportunities, and Threats- external (difficult to control)) diagram to clarify
- Through strategic planning, companies can anticipate certain unfavorable your position.
scenarios before they happen and take necessary precautions to avoid them STRENGTHS
rather than merely reacting to situations as they rise What do you do well?
- Being proactive allows organizations to keep up with the ever-changing trends in - Your comparative advantage over other organizations
the market and always stay one step ahead of the competition - Tangible strengths - good leadership[, sound financial condition, strong RDE
2. It sets up a sense of direction impacts, strategic location, good faculty, nearness to market, etc.
- A strategic plan helps to define the direction in which an organization must - Intangible - strategic management, high quality instruction, gooc institutional
travel, and aids in establishing realistic objectives and goals that are in line with reputation, highly skilled support staff
the vision and mission charted out for it. - Often considered as ―core competencies‖ - take off points for growth
3. It increases operational efficiency WEAKNESSES
- A strategic plan provides management the roadmap to align the organization‘s What could you improve?
functional activities to achieve set goals. - Internal factors that could negatively affect the organization
- It guides market management discussions and decision making in determining - Those that put you at a disadvantage over others
resource and budget requirements to accomplish set objectives. - Poor quality of instruction, insufficient resources, poor facilities, low internet
4. It helps to increase market share and profitability connectivity, weak RDE capability, etc.
- Through a dedicated strategic plan, organizations can get valuable insights on OPPORTUNITIES
market trends, consumer segments, as well as product and service offerings What trends could you take advantage of?
which may affect their success. - External trends and factors that, if harnessed, could positively affect your
- An approach that is targeted and well-strategized to turn all sales and marketing organization
efforts into best possible outcomes can help to increase profitability and market - Potential areas to elevate organizational performance
share. - Guide in identifying strategies to exploit contemporary development in the
5. It can make a business more durable environment
- With constantly changing industries and world markets, organizations that lack a THREATS
strong foundation, focus and foresight will have trouble riding the next wave. What could harm you/ your organization?
- According to reports, one of every three companies that are leaders in their - Development n the environment
ndustrymight not be there in the next five years but the odds are in favor of thos - Undue political inference, weak national support for higher education, bad
that have a strong strategic plan. institutional reputation, etc.
- Guide in identifying strategies preventing external factors from harming the
5 Stages of the Strategic Planning Process organization
pg. 4
Work Immersion | Final Term
pg. 5
Work Immersion | Final Term
5 key elements of a strategic plan (Tom Wright, 2015) - planning for detailed engineer plan
1. Define your vision - meetings conduct (coordinate with other agencies)
2. Craft your values Christian Loscero
3. Determine desired outcomes - engineer 2
4. Declare explicit accountability - quality assurance and hydraulic division
5. Establish leading KPIs
VIRTUAL TOUR 3 – US CAPITOL
VIRTUAL TOUR 1 - LABARATORIES
U.S. House of Representatives (Southside/left) and U.S. Senate (Northside/Right) share the
HYDRAULICS LABARATORY building. Center of the American Government, witness to history, and symbol for
democracy. A structure where Congress represents the people. Timeless. A figure of the
SOIL AND MATERIALS TESTING LABARATORY
American Democracy.
Gerald Francisco – ece & ee lab incharge
Albert Puyaoan – chem & physics lab incharge The dome evokes a patriotic and emotional response. The dome of the capital is a symbol
of freedom. It represents the oneness and unity of the nation.
VIRTUAL TOUR 2 - DEPARTMENT OF PUBLIC WORKS AND HIGHWAYS
Rotonda in the middle, under the dome. Freedom is the name of the statue on top of the
PUBLIC INFORMATION OFFICE dome (19.5 ft. tall).
Wilson Valdez Jr.
- Production and publication Emancipation Hall- This Statue of in honor of the enslaved people who built the Capitol in
- Spokesperson 1793.
- Complains and feedbacks FREEDOM
Mark Joven San Juan -19ft tall
Crypt
- Multimedia artist
- Take photos and videos na mapost sa facebook - arches and large columns
- Gather data sa field, i-eedit para maipasa sa central to decide who will pose (mostly - without power tools
pio ang nagpopost) - statue
- Interview sa roads Classic Reco-Roman style
Crypt: The arches and the 40 large columns hold up not only hold up the ceiling but also
Erika Faye Baral
the 8.9 million pound dome. These arches carry the weight of the Rotonda and the dome.
- News release, socmed, comments & complaints There's a lot of engineering here without using power tools or modern construction
- Everyweek 8-10 news release (11 district) equipment in the 1800s.
Erika Pagaliluan
- Computer operator 1 Pierre Lonfont placed the capitol building at the center of his design for the city of
- Hospitality Washington. Earls Bullfinch built the first design of the Capitol Dome. Thomas U. Walter
- Customer feedback chuchu was the architect of the Capitol 1850, who tripled the original size of the dome into what it is
Cecille Santos today. Dome white color.
- Assisitant division chief Rotunda
- Formulate projects for the region - ceremonioal center
Balisi - during civil war, naging hospital
- Engineer 2 - art, washington (sa taas) 4,664, apatheosis (nareach mo yung pinaka taas) nasa
- Assist the section chief (planning, survey, design) middle si george washington surrounded by woman, 13 woman (13 original
- Social environment aspects (public consultation) colonies), 6 scenes (science, war, marine, commers, mechanics, agricluture that
- Environmental aspects (trees to be cut, hazards, environmental management plans) symbolizes the roman gods and goddesses)
- Provide quality infrastracture projects The Rotonda is the ceremonial center of the Capitol. The room is decorated with art
Jan Michael Ramos representing and telling the country's history. An example is the painting of the presentation
- engineer 2 of the declaration of independence. Each piece of art tells about the revolution, civil war,
- surveys in roads, bridges, buildings stories of peace, and stories of struggle (Stories of America).
pg. 6
Work Immersion | Final Term
Stephen T Ayers
Above, in the eye of the Rotunda, is the apotheosis (you've reached the highest height) of - represents the american people, represents one ness and unity
Washington. It is a fresco—4664 sq. ft. The paintings have six themes: war, science, Mitch Mcconnel
marine, commerce, mechanics, and agriculture. - democracy
pg. 7
Work Immersion | Final Term
2. George Westinghouse- bought Tesla's patents, introduce electrical technologies to Why choose a job in electrical engineering?
public
• The continued fast-paced growth and advancement of technology means that electrical
3. Alexander Graham Bell- telephone (first transmitting voice device) engineers with a strong background in electronics and computer systems will be in demand
for Research and Development and New Technologies.
4. Thomas Edison- incandescent lamp
• Demand is very high for electrical engineers with well-rounded skills that go beyond the
5. Jack Kilby- Integrated circuits (a tiny chip which can store large amounts of data) technical work of an engineer, including communication skills, writing skills, and project
management.
6. John Bardeen- Transistors
EXPECTATIONS IN THE ACTUAL FIELD
7. Harry Nyquist- Mathematical theory of communications
• The learning never stops
8. Claude Shannon- Sampling theorem
• The frustrations
POWER DISTRIBUTION PROCESS
• The importance of communication
1. generation- power station
• The use of advance techniques to solve problems
Power transformers
• Charting a career path
2. Transmission- transmission substation
• The work hours
3. Distribution- distribution substation
• Hardwork equals success
4.Transformer
• School engineering vs. real world engineering
5. Residential Consumers
Unforgettable experiences: Fieldtrips and conventions
How to become an electrical engineer?
MYTHS
1. Earn an Electrical Engineering Degree
1. They have no social skills- there are both extroverts and introverts. You can't tell an
2. Electrical Engineering Licensure Examination under PRC, April and October
engineer by the cover of their chosen work field.
CAREER OPPORTUNITIES
2. They love to fix everything
1. Electronics Engineer
3. They are not creative
2. Project Engineer
4. Their work is boring
3. Test Engineer
5. They love math
4. Design Engineer
6. They have poor communication skills
5. Control Engineer
7. They have limited interests
6. Communications Engineer
8. They work in a predominantly male field
7. Instrumentation Engineer
pg. 8
Work Immersion | Final Term
9. They don't start work until their 30s TOP 3 OBSERVED MISCONDUCT BEHAVIORS
10. They're confined to one job and one location. Poor Customer Service
Dishonest Behavior
TIPS AND ADVICES
Workplace Romance
• BE SELECTIVE- pursue job opportunities that directly relate to your goals for your
POOR CUSTOMER SERVICE
electrical engineering career. Find jobs that will allow you to specialize in your chosen area
and provide growth potential. Unhelpful and impolite staff
A can‘t be bothered attitude of staff
• PRAY
Inefficient service
"Peace be amplified, world be rectified."
DISHONEST BEHAVIOR
“Experience is our best teacher.”
Lying
WEEK 6 – WEBINAR 2 Misreporting actual time or hours worked
Using clients‘ things
Stealing office supplies, money, and foods
ETHICS IN THE WORKPLACE
o Copying and selling systems and programs
WORK ETHICS- A group of moral principles, standards of behavior, or set of values o Falsify business records
regarding proper conduct in the workplace. Practical set of rules. o Misuse of company‘s assets
Sharing confidential files
MORALS- Individual or personal values. Leaking information about key persons in the organization
Making long distance call on business line
What influences Ethical Behavior at work?
Making use of official time for personal errands and concerns
Ethical Work Behaviors:
Excessive breaks
Individual factors Workplace romance- having illicit affairs with employees who are married, indecent
Organizational factors- culture proposal for customers, public display of affection
Top Management Consequences of Dishonest Behavior
Policies and Codes in Harmony with laws and regulations.
It can lead to compromised credibility, questioned integrity, and negatively
PROFESSIONALISM:
impacted business success with co-workers and clients alike.
Integrity And Trustworthiness- ability to demonstrate consistency in actions. How do we rationalize abuse?
Concern for the welfare of others
Knowledge and skills- make decisions by rational thinking Everybody does it
Responsibility and sense of duty The company won‘t miss it
Accountability and initiative The company overcharges
Self-care and Self-growth I‘m not paid enough
Ethics inspire communication between employees, allow for respect to be extended to The company doesn‘t deserve my loyalty
each person within the organization, and promote customer relationships that are That‘s the way I am
based on honesty and integrity. It‘s not my fault
It is also a potential vehicle for employee pride and motivations as well as a focus for
customer satisfaction. WORKPLACE ETIQUETTE
Ethics in the workplace is important because it creates a secure and content work
environment. Be polite, pleasant and courteous when answering the telephone
Avoid blowing and popping gum in the office
pg. 9
Work Immersion | Final Term
pg. 10
Work Immersion | Final Term
■ It is a disciplined effort that produces fundamental decisions and actions that shape and According to reports, one of every three companies that are leaders in their
guide what an organization is, who it serves, what it does, and why it does it, with a focus on industry might not be there in the next five years... but the odds are in favor of
the future. those that have a strong strategic plan!
■ Effective strategic planning articulates not only where an organization is going and the
actions needed to make progress, but also how it will know if it is successful. 5 STEPS OF THE STRATEGIC PLANNING PROCESS:
5 Benefits of Strategic Planning: 1. Determine your strategic position
2. Prioritize your objectives
1. It allows organizations to be proactive rather than reactive 3. Develop a strategic plan
2. It sets up a sense of direction. 4. Execute and manage your plan
3. It increases operational efficiency 5. Review and revise the plan
4. It helps to increase market share and profitability
5. It can make a business more durable 1. Determine your strategic position
1. It allows organizations to be proactive rather than reactive This preparation phase sets the foundation for all work going forward.
A strategic plan allows organizations to foresee their future and prepare
You need to know where you are to determine where you need to go and how you
will get there.
accordingly
Through strategic planning, companies can anticipate certain unfavorable
Involve the right stakeholders from the start, considering both internal and external
sources.
scenarios before they happen and take necessary precautions to avoid them rather
than merely reacting to situations as they arise. Identify key strategic issues by talking with executives at your company, pulling in
customer insights, and collecting industry and market data. This will give you a
Being proactive allows organizations to keep up with the ever-changing trends in
clear picture of your position in the market and customer insight.
the market and always stay one step ahead of the competition.
It can also be helpful to review your company's mission and vision statements and
2. It sets up a sense of direction core values
To get started, use industry and market data, including customer insights and
A strategic plan helps to define the direction in which an organization must travel, current/future demands, to identify the issues that need to be addressed.
and aids in establishing realistic objectives and goals that are in line with the vision Document your organization's internal strengths and weaknesses, along with
and mission charted out for it. external opportunities (ways your organization can grow in order to fill needs that
the market does not currently fill) and threats (your competition).
3. It increases operational efficiency
As a framework for your initial analysis, use a SWOT (Strengths, Weaknesses,
A strategic plan provides management the roadmap to align the organization's Opportunities, and Threats) diagram to clarify your current position.
functional activities to achieve set goals.
lt guides management discussions and decision-making in determining resource SWOT ANALYSIS
and budget requirements to accomplish set objectives thus increasing operational
efficiency.
Through a dedicated strategic plan, organizations can get valuable insights into
market trends, consumer segments, as well as product and service offerings that
may affect their success.
An approach that is targeted and well-strategized to turn all sales and marketing
efforts into the best possible outcomes can help to increase profitability and market
share.
With constantly changing industries and world markets, organizations that lack a
strong foundation, focus, and foresight will have trouble riding the next wave
pg. 11
Work Immersion | Final Term
Strengths
Weaknesses
examples:
University of Saint Louis is a globally competent CICM Catholic Educational Institution that
forms persons of character, conscience, and compassion, with national pride, a sense of
mission, and passion nurtured by the Louisian culture of excellence.
pg. 12
Work Immersion | Final Term
UNIVERSITY OF THE PHILIPPINES > Competence - Critical Thinker, Creative Problem Solver. Competitive Performer:
Nationally, Regionally and Globally.
The University of the Philippines (UP) is a leading regional and global university in an
environment that sustains 21st century learning, knowledge creation, and public service for > Social Responsibility- Sensitive to Ethical Demands, Steward of the Environment for
society and humanity Future Generations, and Social Justice and Economic Equity Advocate
Harvard College >Unifying Presence- uniting Theory and Practice Uniting Strata of Society
Harvard College sets the standard for residential liberal arts and sciences education, We Unifying the Nation, the ASEAN Region, and the world, and Uniting the University and the
have committed to creating and sustaining the conditions that enable all Harvard College community
students to experience an unparalleled educational journey that is intellectually, socially,
and personally transformative. STRATEGIC GOALS
MISSION STATEMENT Describe a future-end state supportive of the vision and mission desired outcome
Statements of what you wish to achieve over the period of the strategic plan
Captures the essence of why an organization exists. Shapes the way ahead in actionable terms
Explains the basic needs that you want to fulfill. Based on your best understanding of the task environment and SWOT analysis
Expresses the core values and commitment of an organization
Conveys the unique nature of an organization and the role it plays that Examples of BUSINESS GOALS
differentiates it from others
Increase Market Share
examples: Increase Community Outreach Maintain Profits
Reduce Energy/Decrease Tools Necessary for Operation
St. Louis University
Grow/ INCREASE Shareholder Value
The Mission of Saint Louis University is the pursuit of truth for the greater glory of God and Increase Percentage of Sales Made with New
for the service of humanity. The University seeks excellence in the fulfillment of its corporate Products/Product Features
purposes of teaching, research, health care and service to the community. Increase productivity
CORE VALUES
examples:
To these ends, the following are the University of Saint Loui's core values integral to the
formation of every member of the Louisian community. OBJECTIVES
Christian Living... Excellence.
Convert vision and mission into specific performance targets
Professional Responsibility....
Directly supports the goal
Social Awareness and Involvement...
Simple and easy to understand
Innovation, Creativity and Agility.
Realistic and attainable
Cagayan State University Conveys responsibility and ownership
May need several objectives to meet a goal
pg. 13
Work Immersion | Final Term
DEVELOPING STRATEGIC GOALS On a quarterly basis, determine which KPIs your team has met and how you can continue to
meet them by adapting your plan as necessary
Cascade from the vision, mission, and core values
Based on your strategic and SWOT analysis and the President's policy directives On an annual basis, it is important to reevaluate your priorities and strategic position to
ensure that your stay on track for success in the long run.
Limited to a critical few - e.g. five to eight strategic trusts
Involves broad participation and consensus and buy-in at the execution level Track your progress using balanced scorecards to comprehensively understand your
business‘s performance and execute strategic goals.
3. Develop a strategic plan
5 Key Elements of a Strategic Plan by Tom Wright (2015)
This step requires determining the tactics necessary to attain your objectives and
designating a timeline and clearly communicating responsibilities. 1. Define your Vision
Strategy mapping is an effective tool to visualize your entire plan. 2. Craft your Values
Working from the top-down, strategy maps make it simple to view business 3. Determine desired Outcomes
processes and identify gaps for improvement. 4. Declare explicit Accountability
5. Establish leading KPIs
KPIs: School
Student Achievement.
Discipline Referrals
Attendance Rates
Graduation Rates
Teacher Satisfaction
KPIs: Employees
Engagement
Energy
Influence
Quality
People skills
Technical ability
Results
4. Execute and manage your plan
In summary...
Once you have the plan, you are ready to implement it.
A comprehensive strategic plan addresses 4 critical questions:
First, communicate the plan to the organization by sharing relevant documentation.
Then, the actual work begins. 1. Where do I want to take my business? The destination
Turn your broader strategy into a concrete plan by mapping your processes. 2. Where are we right now? The starting point
Use key performance indicator (KPI) dashboards to communicate team 3. How will we get there? The journey
responsibilities clearly. 4. How will I know if I‘m succeeding? The checkpoints
Set up regular reviews with individual contributors and their managers and
determine check-in points to ensure you are on track.
The final stage of the plan-to review and revise-gives you an opportunity to reevaluate your
priorities and course-correct based on past successes or failures.
pg. 14
Work Immersion | Final Term
pg. 15