Name: _____________________________________________ Score:

Unit: _____________________________________________

Congratulations! Your journey towards becoming a Sail Plan Champion is always

complete. Now that you have completed the initial examinations and the demonstration,
it is high time to re-evaluate your knowledge in the Sail Plan Management System—from
development to evaluation.

I. Basics of the Sail Plan.

Encircle the letter of the correct answer.

1. What is the Sail Plan?

a. Operational Strategy c. Organizational Development Strategy
b. Guidance d. Governance Framework

2. It is the Navy’s operational strategy.

a. DSOM c. AFP Transformation Roadmap
b. METL d. Active Archipelagic Defense Strategy

3. Of the three components of the Sail Plan, _____________ is the constant that directs the
strategy and guides the occasional adjustments in the transformation journey.
a. Strategy Map c. FOIC,PN Balanced Scorecard
b. Charter Statement d. Governance Strategy

4. It tells the story of how the Navy intends to reach its desired state by 2020.
a. Strategy Map c. Strategic Themes
b. Charter Statement d. FOIC,PN Balanced Scorecard

5. It states the Navy’s mandate and its specific contribution to the achievement of the Higher
Headquarters’ mission.
a. Vision c. Core Purpose
b. Core Values d. Mission

6. It helps the PN translate the strategy into operational and measurable terms that drive
behaviour and performance.
a. Strategy Map c. Balanced Scorecard
b. Charter Statement d. Strategic Objectives

Navy 2020: Strong and Credible

 7. It contains the processes and elements involved in developing, translating, implementing
and reviewing the PN Sail Plan 2020.
a. Execution Planning Process c. Strategy Management Process
b. Sail Plan Management System d. Strategy Management Framework

8. A performance management framework that allows the individual Navy personnel to link
his/her performance to the achievement of the Sail Plan initiatives.
a. IPCR c. PN e-PGRS
b. PER Rating d. Individual Scorecard

9. It describes the details of the measure that are necessary in its monitoring and evaluation.
a. Portfolio of Initiatives c. Measure’s Profile
b. Strategy Reviews d. Key Result Area

10. The Navy’s Office of Strategy Management in charge of managing the PN Sail Plan 2020.
a. CNLE b. ONSS
b. N3 d. N5

II. The Sail Plan Management System

Choose the letter of the correct answer

__e__1. Develop the Strategy
__d__2. Translate the Strategy
__b__3. Align the Organization
__g__4. Plan Operations
__f__5. Execution
__c__6. Monitor and Learn
__a__7. Test and Adapt
a. At this stage, the strategy is evaluated through strategy
refresh and validation of scorecards
b. At this stage, PN units craft their Strategy Map and
Balanced Scorecard
c. This stage includes strategy reviews and reporting and
monitoring mechanism
d. At this stage, the objectives in the strategy map are
operationalized through the Balanced Scorecard
e. At this stage, the Charter Statement and the Strategy Map
are developed.
f. This stage happens across all stages in the SPMS and
includes implementation of the initiatives
g. At this stage, key processes improvement and budgeting
are done.

Navy 2020: Strong and Credible

 III. The FOIC,PN BSC
Indicate the appropriate term in the FOIC,PN Balanced Scorecard. Choose the
correct answer from the box below.

Achieve a Responsive Naval Sustainment System Optimal Level of Operational Readiness

Develop Reliable Naval Facilities OPREVAL Rating

No. of Mission Capable Reserve Units % of Budget Allocation Intended for UFO Executed

Development PN Doctrines Manual Number of MSA Platforms

Establish PN Doctrines Development Strategy Supply Readiness Rating

Pursue Opportunities for other sources of funds Strengthen Resource Management System

Improve Operational Readiness Management Program Liquidation Rate

Enhance Efficient Data Collection & Reporting System on Naval Operations Obligation Rate

Adopt Dynamic & Responsive Naval Organization Develop Up-to-date Naval Capabilities

No. Of Mission in PH Critical Areas Naval Operation Index

Responsive Financial Resource Management System Millennium Development Goals

Attrition Rate % of Personnel with at Very Satisfactory PER Rating

Availability Rate of Combat Forces

STRATEGIC OBJECTIVES MEASURES INITIATIVES

1. Develop Highly A. Personnel Readiness Rating (N1) 1. Sustain the PN Education and Training
Competent & Motivated Strategy (N8)
Professionals (N1) B. % of Personnel with at Very Satisfactory
PER Rating (N1)

C. Morale and Discipline Survey Rating 2. Institutionalize the Human Capital

(TNIG) Strategy (N1)

2.Develop Sound &
Appropriate Maritime
Doctrines (N8)
A. No. of priority keystone doctrines 3. Establish PN Doctrines Development
developed (N8) Strategy (N8)
B. No. of support doctrines and
administrative manual developed (N8)

C. Percentage of promulgated
doctrine/manuals tested and evaluated (N8)

Navy 2020: Strong and Credible

3. Achieve Responsive Naval
Reservists Force (N9)
4. Adopt Dynamic &
Responsive Naval
Organization (N3)
5. Attain Adequate Financial
Resources (NRMO)
6. Ensure Balanced
Financial Programs (NRMO)
7. Achieve a Responsive
Naval Sustainment System
(N4)
8. Develop Reliable Naval
Facilities (N4)
9. Develop Responsive
Naval Capabilities (N5)
10. Optimal Level of
Operational Readiness (N3)
11. Secured Maritime
Environment (N2)
12. Highly Satisfied
Stakeholders (N7)
A. No. of Mission Capable Reserve Units 4. Institute a Sustainable PN Reserve
(N9) Force Development Strategy (N9)
A. % of completed Initiatives IAW the 5. Build a Responsive Naval Force
Reorganization Plan of AADS (N3) Structure (N3)
B. No. of PN Units with ISO Certified 6. Pursue ISO-Certified Processes
Processes (NSO) (NSO)
C. Number of Subordinate Units of ISO-
Certified PN Units with Cascaded Processes
(NSO)
A. Total Estimated Monetary Value of 7. Pursue Opportunities for other
Mission Essential PAPs Contracted by PN sources of funds (NRMO)
with external stakeholders (NRMO)
A. Total Estimated Monetary Value of 8. Strengthen Resource Management
Mission Essential PAPs Contracted by PN System (NRMO)
with external stakeholders (NRMO)
A. Supply Readiness Rating (N4) 9. Develop a PN Logistics Management
Strategy (N4)
B. Mission Critical and Mission Essential
Equipment Readiness Rating (N4)
A. Facility Readiness Rating (N4) 10. Implement the PN Basing Strategy
(PN REMO)
B. Number of Completed Infrastructure
Projects Contributory to Major Final Output
(TNCE)
A. Percentage Capability Development 11. Implement the PN Capability
Plan Acquired for Horizon One (N5) Development Plan (N5)
A. OPREVAL Rating (N3) 12. Improve Operational Readiness
Management Program (N3)
A. Increase the number of MSA Platforms 13. Enhance Efficient Data Collection &
(N2) Reporting System on Naval Operations
(N3)
B. Increase the number of Engagements in
Strategic Level (N3)
C. Availability Rate of Combat Forces
(N3)
A. PN Units Satisfaction Rating (TNIG) 14. Implement a Dynamic Strategic
Communications Plan (N7)
B. Unified Commands Satisfaction Rating
(TNIG)
C. Public Awareness Rating (N7)
Navy 2020: Strong and Credible
 D. Public Satisfaction Rating (N7)

IV. Enumeration and Essay:

Write your answer in the space provided.

1. Identify the five components in the Unit Balanced Scorecard.

a. _____Perspectives____________________________________

b. _____Objectives____________________________________

c.______Measures____________________________________

d.______Targets____________________________________

e._______initiatives___________________________________

2. In no more than 300 words, specify the steps in crafting the Portfolio of Initiatives.

(For 10 points)

To craft the Portfolio of Initiatives, the first step is for the initiative owner to identify or
create major action plans to accomplish the strategic initiative. For every major action
plan, formulate corresponding sub-action plans that will accomplish the major action
plans. Fill-up the details of the other components of the portfolio. Finally, identify the
status of completion of the activities through the traffic light color coding scheme.

V. Sail Plan Execution

Draw a smiling emoticon “” if the statement is true and sketch a sad emoticon “” if
the statement is false.

______1. The Chief of Naval Staff is the Chief Sail Plan Officer.

______2. The Sail Plan follows the Blue Ocean Strategy.

______3. The FOIC,PN is not required to develop his individual scorecard since he
owns the FOIC,PN Balanced Scorecard.

______4. Member of an office branch should directly align in the office scorecard.

Navy 2020: Strong and Credible

______5. Except for the individual scorecard, all level scorecards come with the
Portfolio of Initiatives.

______6. Lag measures are input measures.

______7. The PN Sail Plan 2020 aligns with the AADS.

______8. Every unit is required to conduct its strategy review meetings.

______9.Changes made in the measures and initiatives are approved by the CNLE
before incorporating to the FOIC,PN Balanced Scorecard.

____10. In crafting the NOF unit scorecard, NOF align both in the Philippine Navy
and the Unified Commands.

************ End of Exam ************

Navy 2020: Strong and Credible