ORGANIZATION AND

MANAGEMENT
GENERAL ACADEMIC STRAND
MANAGEMENT and ITS
LEVEL OF PLANNING
LESSON 2
 Click icon to add picture

As future managers, you are well aware of the importance

of planning and how it sets the direction of the
organization where you will be part of.
An organization that lacks
proper planning is like a
piece of paper without
anything on it. There is no
substance and there is no
point or any clue about
where it should go.
Different plans are essential
and play a great role in the
achievement of the
organizational goals.
LEARNING OBJECTIVES

● Describe the different levels of planning.

● Explain the different levels of planning and

its role in achieving organizational goals.
CONCEPT MAPPING
• Each group is tasked to create a visual representation
of information about the levels of planning assigned to
them.

• There are 3 levels of planning: strategic, tactical, and

operational. Create a concept map and present it in
class.
QUESTIONS
1. What is the level of management assigned to your group?
What are the concepts associated with your assigned level of
management?

2. What concepts about planning are related to the level of

management assigned to you?

3. Based on the activity, what do you think are the major

differences among the levels of planning?
STRATEGIC PLANNING

WHAT IS STRATEGIC
PLANNING?
• Focused on the organization’s
general objectives
• High-level overview of the
entire business
STRATEGIC PLANNING

WHAT IS STRATEGIC PLAN?

• Guide managers in decision-making
• Directional and forward-looking
• Robust but flexible
• Focuses on the achievement of the organizational
goals
STRATEGIC PLANNING
COMPONENTS OF STRATEGIC PLANS

VISION
● Declaration of the company’s short-term
or long-term goals
● Affirmation of a company as to what they
want to become
STRATEGIC PLANNING
COMPONENTS OF STRATEGIC PLANS

MISSION
● Declaration of the company’s purpose
● More realistic overview of the
company together with its aim and
ambitions
COMPONENTS OF STRATEGIC PLANS

VALUES
● Guide the managers and influence the kind of employees the
organization hires

● A living document that grows within the organization, and

dictates the future of the organization
 TACTICAL PLANNING
WHAT IS TACTICAL
PLANNING?

• Translates the strategic plan

into tactics

• Breaks down the mission

statement into actionable chunks
 TACTICAL PLANNING

WHAT IS TACTICAL PLAN?

• This plan describes the tactics to be used by the organization
to achieve its outlined goals and ambitions in the strategic
plan.

• Tactical plan responds to the question “How?”.

 COMPONENTS OF TACTICAL PLAN

BUDGETS
• The tactical plan also includes budgetary requirements.

• Examples of this are the organization’s budget for hiring

personnel, marketing, sourcing, and manufacturing.
 COMPONENTS OF TACTICAL PLAN

RESOURCES

• Resources required to achieve the organizational aims

• Examples of this are human resources and financial

resources.
 COMPONENTS OF TACTICAL PLAN
FUNDING

• Company strategies and activities

that require funding

• Activities aligned with the goals in

the strategic plan
 OPERATIONAL PLANNING

WHAT IS OPERATIONAL PLANNING?

• Done by first-level supervisors

• Includes the day-to-day activities

to be carried out
 OPERATIONAL PLANNING
WHAT IS OPERATIONAL PLAN?

• Serves as the roadmap for day-to-day activities to carry

out the strategic plan and to achieve the tactical goals

• This is highly specific.

• It can be either single-use or standing.

OPERATIONAL PLANNING

SINGLE-USE PLANS STANDING PLANS

Plans created for Plans that can be used

events/activities with multiple times in

single occurrence different settings on an

ongoing basis.
 OPERATIONAL PLANNING
TYPES OF STANDING PLANS

• Policy - General document that guides the managers

• Rules - Specific regulations in an organization

• Procedures - Processes as to how a particular objective

should be accomplished
 OPERATIONAL PLANNING
TYPES OF STANDING PLANS

• Policy - General document that guides the managers

• Rules - Specific regulations in an organization

• Procedures - Processes as to how a particular objective

should be accomplished
 QUESTION
• Based on the lesson, what do you
think are the skills required for the
managers to fulfill their
responsibilities in each level of
planning?