seminar strategic planning- march 13, 2023.pptx

for training

1. Strategic Planning “ Planning is a means to an end and not an end in itself.” MARCH 13, 2024 Barangay Hall, Poblacion Tagbina Surigao del Sur

2. EXPECTED OUTPUTS in STRATEGIC PLANNING Crafting of Vision (SWOT will be used), Mission, Goal and Core Value Statements composed and agreed upon unanimously. Formulation of Coop’s tagline. Key Result Areas (KRAs) commonly identified and agreed. Key Result Area (KRAs) refers to general areas of outputs or outcomes necessary to achieve organization’s vision/mission. .

3. WORKSHOP… 4. Identification Major STRATEGIES and achievements per KRA. 5. Objective setting and formulation of major activities, (programs and projects, methods, resources) per major strategy. 6. Commitment rites to your coop Strategic Plan.

4. Coop Plans STRATEGIC PLAN ANNUAL PLAN MONTHLY WORPLANS PROJECT PLANS BUSINESS PLANS DAILY ACTIVITIES

5. Company Name Vision Mission Strategic Goals Strategic Objectives Performance Indicators Activities/Projects PYRAMID OF STRATEGIC PLAN Core value statements Tagline

6. WHAT IS STRATEGI C PLANNING ? Strategic planning is an organizational management activity that is used to set priorities , focus energy and resources, strengthen operations, ensure that employees and other stakeholders are working toward common goals .

7. Company Name STRATEGIC PLANNING Where would we want to be? “Settling Strategy” (Paano) How would we reach where we want to be? How would we know that we are proceeding to objective? “Performance Management”(Evaluate) Mission: Why do we exist? (Bakit kayo nag-organize ng coop?) Vision Strategic Planning Analysis of Current Circumstance: Where are we now? (Nasaan kayo ngayon?) “ Guiding Values” What character should we possess and carry all the time? Tagline – coop’s battlecry .

8. Assets 10 5 Time (years ) The Strategic-Planning Gap Desired Position Current Position Strategic- planning gap

9. What are your desired positions 5 years from now? In terms of….. 1. Total Assets; 2. Total Liabilities; 3. Total Share Capital; a) Common b) Preferred 4. Total Loan Portfolio; 5. Total Membership; 6. Total Branches or Satellite Offices; 7. Delinquency Rate; 8. Total Net Surplus (Increases and Trends); 9. Rates for Interest on Capital (Dividends) and Patronage Refund; 10. Total Deposits; a) Savings b) Time Deposit 11. Total Borrowings (bills payable); and 12. CAMELS Rating

10. Strategic Planning 1. Nasaan kayo ngayon ? Ano ang sitwasyon nyo ngayon ? ( Situational Analysis ) 2. Ano gusto nyong maging ? Ano ang panaginip nyo para sa koop nyo ? ( Vision ) 3. Ano-ano mga rason bakit kayo nag- organize ng coop? ( Mission )

11. Strategic Planning 4. Ano- anong paraan ang gagamitin nyo para makamit ang inyong vision at mission? ( KRAs and Major Strategies )? 5. Ano naman ang inyong “ tagline ” o ipinagmamalaking kasabihan ng inyong koop? 6 . Paano nyo i-measure ang inyong mga nagawa na, nakaligtaan at gagawin pa? ( Monitoring and Evaluation )

12. Strategic Planning 8. Ano ang dapat maging disiplina o behavior o mga gabay para makamit ang mga inaasam? ( Core Values/Value Statements )

13. Strategic Planning seeks the answer for four basic questions : WHERE ARE WE? SITUATION ANALYSIS WHERE WOULD WE WANT TO VISION,MISSION, BE? STRATEGIC GOALS HOW WOULD WE REACH STRATEGY& WHERE WE WANT TO BE? ACTIVITIES HOW WOULD WE FOLLOW PERFORMANCE AND EVALUATE OUR SUCCESS EVALUATION QUESTIONS ?

14. In other words…. Strategic planning is “INTENTIONAL GROWTH.” Because growth doesn’t just happen , it is intentional (planned and executed).

15. Formulating the Coop’s Vision Statement The 1 st step is to undertake a SWOT Analysis before crafting your Vision Statement. S – Strength W – Weaknesses O – Opportunities T - Threats

16. SWOT MATRIX

17. What is SWOT SWOT analysis is a structured planning method used to evaluate the Strengths, Weaknesses, Opportunities, and Threats of an organization , a project or a business venture. A SWOT analysis can be carried out for a product, place, industry or person. It involves specifying the objective of the business venture or project and identifying the internal and external factors that are favorable and unfavorable to achieving that objective.

18. SWOT STRENGHTS (internal) - Saan tayo malakas - Kabisado nating gawin - Saan tayo magaling at ang mga ipinagmamalaki natin - Things/Characteristics we are proud of - Our competitive advantage

19. SWOT WEAKNESSES - Saan tayo mahina; - Di natin sanay na gawin; - Mga bagay na takot natin gawin dahil di tayo sanay; at - Ang ating mga kakulangan.

20. SWOT OPPORTUNITIES (external) - Mga pwede natin gawin; - Mga bagay-bagay na makakatulong sa atin; - Ang mga ito ay nasa labas ng coop;

21. SWOT THREATS - Ano-ano ang mga BALAKID sa plano natin; - Nasa labas ng coop; - Man-made o natural calamity; - Malaki effect sa operation ng coop.

22. WORKSHOP NO. 1 SWOT ANALYSIS OF YOUR RESPECTIVE COOPERATIVES…

23. SWOT Analysis Strengths – Maintain, Sustain and Capitalize; Weaknesses – Overcome and/or minimize using your strengths and opportunities; Opportunities – Explore and capitalize; grab and pursue; and Threats – Eliminate, minimize and/or control.

24. Summary of SWOT Strengths: Committed/dedicated/loyal staff and officers; Partnership with LGUs, NGAs, etc.; Established offices; Low interest, reasonable rates; Office; Reliable CBU scheme; Very liquid. Weaknesses: High delinquency rate; Not enough staff; No office; Management competency – needs to be upgraded Not fully computerize Incomplete policies Not active BODs Opportunities: Big population – not all are coop members; Available sources of funds for coop capital; Big coops ready to assist or extend technical assistance Threats: Presence of competitors, big coops, etc.; Calamities; Presence of informal money lenders; Banks going into microlending Company Name Strategic Planning

25. VISION - outlines what the organization wants to be, or how it wants to be (an "ideal" view of itself) . It is a long-term view and concentrates on the future. It can be emotive and is a source of inspiration .

26. VISION - is defined as 'An Image of the future we seek to create' . It is a short paragraph providing a broad, aspirational image of the future. Vision Statements consist of a short paragraph providing a broad, inspirational image of the future. They are usually reviewed every three to five years, or when a specific goal has been achieved.

27. VISION - A photograph in words of your company's future, it provides the inspiration for both your daily operations and your strategic decisions. - it's the vision statement that provides the destination for the journey, and without a destination, how can you plan the route ?

28. Vision Statement- Findings The best visions are inspirational, clear, memorable, and concise . Average length for the full 30 organizations listed here is  only 14.56 words.   Average length for the first 15 organizations is only  10.5 words  (excluding brand references). The shortest contains only three words (Human Rights Campaign) The longest contains 31 words (Amnesty International)

29. Sample Vision Statements Oxfam : A just world without poverty (5 words) Feeding America : A hunger-free America (4 words) Human Rights Campaign : Equality for everyone (3) National Multiple Sclerosis Society :  A World Free of MS (5) Alzheimer’s Association :  Our vision is a world without Alzheimer’s (7) Habitat for Humanity :  A world where everyone has a decent place to live. (10)

30. Sample Vision Statements Oceana : S eeks to make our oceans as rich, healthy and abundant as they once were. (14) Make-A-Wish :  Our vision is that people everywhere. will share the power of a wish (13) San Diego Zoo : To become a world leader at connecting people to wildlife and conservation. (12) The Nature Conservancy :  Our vision is to leave a sustainable world for future generations. (11)

31. Sample Vision Statements Ducks Unlimited   is wetlands sufficient to fill the skies with waterfowl today, tomorrow and forever. (13) In Touch Ministries :  proclaiming the Gospel of Jesus Christ to people in every country of the world. (14) World Vision : For every child, life in all its fullness; Our prayer for every heart, the will to make it so (19)

32. Sample Vision Statements "McDonald's vision is to be the world's best quick service restaurant experience . Being the best means providing outstanding quality, service, cleanliness, and value, so that we make every customer in every restaurant smile." (Nike )"To bring inspiration and innovation to every athlete* in the world" * If you have a body, you are an athlete.

33. WORKSHOP NO.2 DRAW, ILLUSTRATE, DESCRIBE AND EXPLAIN YOUR DREAM COOP 5 YEARS FROM NOW….. Reminder: Vision answers the questions : Where do you want to go? What do you want to be?

34. YYY MPC Sample Vision Statement A HIGHLY COMPETITIVE AND CAPABLE PRIMARY COOP DELIVERING MULTI SERVICES IN THE REGION. Proposed Some Key Words: - trusted; - capable and reliable; - most preferred; - dependable; - sustainable; - competitive; - excellent; - top and the best, etc.

35. TIPS IN MAKING A VISION STATEMENT 1. Dream big and focus on success; 2. Use the present tense; 3. Use the best adjective you can think of; 4. Infuse your vision statement with passion and emotion; 5. Paint a graphic mental picture of the future/business you want; and 6. Area specific.

36. Sample Vision Statement For instance, here's a sample vision statement: Five years from now, ABC Multi-purpose Cooperative will be the top service provider of credit in the Metro Manila area by consistently providing a reliable, affordable and quality loans services for its members.

37. Sample Vision Statement-COOP A Vision Statement : THE BIGGEST BARANGAY-BASED AND MOST RESPONSIBLE COOPERATIVE RENDERING COMPLETE FINANCIAL SERVICES WITHIN NORTHERN LUZON.

38. Sample Vision Statement Vision Statement : THE MOST VIABLE COOPERATIVE WITH RESPONSIVE AND OUTSTANDING SOCIO-ECONOMIC PROJECTS AND PROGRAMS IN THE REGION.

39. Coop C Vision Statement : THE MOST DEPENDABLE COOPERATIVE RENDERING CREDIT ASSISTANCE FOR SOCIO-ECONOMIC PROJECTS/PROGRAMS IN THE PROVINCE.

40. Tagum Cooperative Vision Statement: The icon of trust and excellence in social and financial services

41. Novaliches Development Cooperative Vision Statement: NOVADECI is the best financial institution responsive to members’ needs.

42. Sacred Heart Development Cooperative Vision Statement: A strong cooperative that propels community development.

43. Nueva Segovia Consortium of Cooperatives (NSCC) Vision Statement: A sustainable Consortium of Cooperatives towards socio-economic and spiritual upliftment .

44. St. Martin of Tours Credit and Development Cooperative Vision Statement: A leader of financial strength, integrity and social responsibility among cooperatives in the country.

45. San Dionisio Cooperative Vision Statement: The innovative global co-operative leader, united in and committed to uplifting the quality of life of its members and their community.

46. Tubao Credit Cooperative Vision Statement: A Globally Competitive and Gender Fair Credit Cooperative.

47. - Defines the fundamental purpose of an organization or an enterprise, succinctly describing why it exists and what it does to achieve its vision . For example, a charity organization might have a mission statement as "providing jobs for the homeless and unemployed". MISSION

48. Example … Mission Statements ABS-CBN: a) We exist in the service of Filipinos worldwide, as well as of all humankind. b) We exist to inform and to entertain through creative content for any distribution platform. c) We innovate, diversify and expand into enterprises where our expertise in content opens new business and service opportunities. d) We promote the best in Filipino talent, and reflect the true sentiment of the Filipino.

49. SACDECO’s MISSION STATEMENTS To pursue sustainability by providing quality and affordable financial products and services responsive to members needs in a gender fair environment. To deliver complementary solutions in enriching the lives of members and communities. To ensure employees satisfaction for professional growth and advancement. 4. To promote good environmental stewardship through innovative programs and projects and socially responsive services.

50. Mission Statement… Examples Toyota: a) To provide customer satisfaction through dynamic selling, timely delivery of products and service and excellent after-sales service; b) To provide outstanding service and solutions to our local customer base through our dedication, excellence and proven expertise of our Team Members; c) To maintain a working environment that is truly protective of the health and safety of our Team Members, customers and the general public;

51. Mission Statement… Example Toyota: To support good environment practices and information and constantly contribute to sustainable development by reducing environmental impacts; To provide equal opportunities for career advancement and personal development to our employees; and To foster competitiveness, sustainability and cohesion by optimizing procedures and improving the quality of service and products through Kaizen Practices.

52. Mission Statement… Examples Jollibee Food Corporation: Mission: To serve great tasting food, bringing the joy of eating to everyone. SM: To constantly provide customers with a fresh and world-class mall experience through innovative and state-of-the-art facilities and services; To undertake wide-ranging corporate social responsibility initiatives that provide greater service for customers with special needs, and ensure environmental sustainability through various programs on energy, water and air conservation;

53. Mission Statements: Recommendations - reasons or the “why’s” of your coop existence …. Mission statements should be formulated per aspect of coop’s existence: - economic - officers and employees - social - others - environment - start with the word “to” - members + action verb…

54. Common Action Words – for Mission Statements: Start with “TO” - provide - help - link - develop - promote - distribute- negotiate - inform - extend - uplift - market - formulate - assist - allocate - care - educate - contribute - protect - undertake - apply - train - introduce- implement - impose - donate - spearhead- partner - collect - participate - invest - investigate - initiate - conduct - affiliate - support - preserve

55. Workshop 3 Prepare and/or compose the Mission Statements (Reasons for Existence).

56. Key Result Areas (KRAs) Identification Key Result Areas (KRAs)- refers to general areas of outputs or outcomes necessary to achieve organization’s vision/mission.

57. FINANCIAL 4. OTHER BUSINESSES 1 CREDIT OPERATIONS 2 5. MANPOWER DEVELOPMENT KEY RESULT AREAS MEMBERSHIP AND AREA OF COVERAGE 3 6. GOVERNANCE COOPS PROPOSED KRAs

58. Then: Formulation of Stategic Goals per KRA Strategic goals determine the long range direction of the organization . Goals are broadly defined and should reflect the long-range vision for the future . It can have end results over several years.

59. Company Name GOAL Sample Goal Statements 1. To formulate the coop PSPs. 2. To generate and achieve PhP5M capital build up. 3. To apply for membership at a reputable Federation. 4. To provide loans to members of various loan windows. 5. To expand membership area and increase membership. 6. To develop partnership and network building with government agencies and other coops in the Ilocos Region. 7. To generate revenues and provide reasonable amount of interest on capital and patronage refund. 8. To reach a total asset of PhP100M.

60. OBJECTIVES - Objectives are much more focused and are time specific . An objective will be measurable within a concrete timeframe. Each objective relates to a goal, and there may be more than one objective to help achieve a goal. - S Specific; M Measurable; A Attainable; (A-Actionable) R Relevant; T Time bound

61. Sample Objectives To grow the Share Capital Fund at [NAME OF ORGANIZATION] by (25%) (40%) (75%) by the end of December (2020) (2021) (2022). To increase the annual operations budget by (20%) (30%) (100%) by the end of December (2020) (2021) (2022). To increase the revenues of the coop by 20% by the end of December (2020) (2021) (2022). To expand the staff salary level for a full-time (program coordinator) by the end of December (2021).

62. Coop’s tagline: Taglines- creating a memorable dramatic phrase, informative and easy to remember; Some Examples: 1 . BDO – “We find ways” 2. PAL – “The Heart of the Filipino” 3. New Ford Explorer: “Always Unstoppable” 4. Metro Bank: “Your in Safe Hands” 5. Lenovo: “Keeping up with Tech Trends That Matter” 6. LBP: “We help you Grow” 7. SACDECO: “Reaching out, Enriching Lives” 8. ICCB: Kontento Ka na , Aasenso ka pa” 9. M. Lhulier : “ Madali , Mabilis , Maasahan ” 10. Robust: “ Ilabas ang Lakas ”

63. Coop’s TAGLINE: Some Suggestions: 1. Sigurado ka na, Kamay-ari ka pa 2. We care, we dare, we progress together 3. Your partner, your choice. 4. Your coop, your partner. 5. We help improve your way of life. 6. Katuwang mo sa Progreso.

64. Some suggestions: 7. Your partner in making lives better. 8. We help attain better lives for our members. 9. Kailiam, kaduam, pagsanggiram ti panagdur-as ti biag. 10. Your growth, our concern.

65. Workshop No. 4 Craft Your Coop Tagline

66. Organizational Core Value Statements The core of what the organization IS and what it CHERISHES . Values are BELIEFS that manifest in how an employee interacts in a workplace. Values represent an employee’s most significant commitments to what he or she finds most important in life.

67. Value Statements Value statements are developed from our list of values and will define how people want to behave with each other in the organization. It provides a measuring device against your actions and behaviors . Give words and meaning to what we decide and do everyday. It is a declaration of how we value all our stakeholders.

68. Example… Coca-Cola: Our Winning Culture: Our winning culture defines the attitudes and behavior that will be required of us to make our 2020 Vision a reality.

69. Example… Coca-Cola: Our values serve as a compass for our actions and describe how we behave in this world. o Leadership . The courage to shape a better future. o Collaboration . Leverage collective genius. o Integrity . Be real. o Accountability . If it is to be, its up to me.

70. Example… Coca-Cola: Passion . Committed in heart and mind. Diversity . A inclusive as our brands. Quality . What we do, we do well.

71. Example… Pepsi-Cola: Value Statements o Sustained growth : Our quest for sustained growth stimulates innovation, places a value on results and helps us understand whether today’s actions will contribute to our future. o Empowered People : Freedom to act and think in ways that we feel will get the job done, thru proper governance and being mindful of company needs beyond our own.

72. Example… Pepsi-Cola: o Responsibility and Trust : The foundation of a healthy growth. We hold ourselves both personally and corporately responsible for everything we do.

73. Example… Value Statement Toyota : Let’s think BIG. Let’s see what’s possible. Let’s share good ideas. Let’s help make great things happen. Let’s imagine a better world. Then let’s make one. Let’s go places.

74. Example … Value Statements San Miguel Corporation: o Passion for Excellence : We will be the best we can be and create value in everything we do. o Teamwork : With trust and respect to each other, and with unity in purpose, we will work toward our shared aspirations.

75. Example… Value Statements o Respect for Our People : We recognize our employees as individuals and are committed to nurturing their individual capabilities. We believe their growth and the growth of the organization go hand in hand. o Customer Focus : We will be our customer’s preferred choice.

76. Examples… Value Statements San Miguel Corporation: o Innovativeness : We will encourage creativity and ingenuity in our processes and systems, products and services. o Integrity : We will be guided by what is ethical, fair and right. We believe in profit with honor and are committed to good governance and the highest moral standards.

77. Examples… Value Statements San Miguel Corporation: o Social Responsibility : We believe social responsibility and corporate citizenship are integral part of our business. We are committed to improving lives of people in the communities in which we live and work.

78. Example… Value Statements SM Development Corporation: Core Values : Vision, Leadership, Focus, Hard work, Integrity, Innovation, Prudence, Nurturing, Aggressiveness, Financially Conservative.

79. Examples… Value Statements GMA 7 Corporate Values : We place God above all. We believe that the Viewer is Boss. We value our People as our Best Assets. We uphold integrity and transparency. We are drive n by our passion for excellence. We strive efficiency in everything we do. We pursue Creativity and Innovation.

80. Sample… Value Statements ABS-CBN:   Meritocracy : We believe in caring for our people. We believe in granting commensurate rewards at the right time for good performance.   Excellence : We use best judgment to balance speed, quality and cost to attain best returns. Judgement and Drive for Results : We use best judgment to balance speed, quality and cost to attain best returns.

81. Sample… Value Statements ABS-CBN: Teaching and Learning Our work relies on constant teaching and learning. We train our people to become better than ourselves. We define areas for development and take deliberate action to fill our skill gaps.   Honesty and Integrity We deliver on our commitments. We speak out and we speak true. Our values are non-negotiable.

82. SUGGESTED COOP PRINCIPLES AND VALUES Reliability Fairness Impartiality Effectiveness Transparency OUR PRINCIPLES Responsibility Honesty Competency Continuous Development Participation

83. What do you Treasure Most? . KNOWLEDGE . TRUST . TEAMWORK . QUALITY . LEGACY . WISDOM . FAMILY . ACCOUNTABILITY . BALANCE . FREEDOM COMMITMENT FAIRNESS EFFICIENCY EFFECTIVENESS PASSION FITNESS MONEY/WEALTH INTEGRITY HONESTY FAITH/RELIGION

84. Workshop No. 5 Prepare and/or compose the Core Value Statements of your Cooperative.

85. KEY RESULT AREAS 1. Membership 2. Internal fund generation (savings, share capital and time deposit) 3. Business (investments to Federations and Coop Banks) 4. Trainings

86. 5. Coop Policies 6. Manpower and Staff Development 7. Office 8. Affiliations 9. Cooperative Social Responsibility KEY RESULT AREAS

87. KRA-Financial Goal: To increase the Total assets in the next 5 years. Objective/s: 1. To generate an amount of PhP400M share capital after 5 years. 2. To implement capital build up schemes like regular monthly contributions, raffle and draw, etc. for GA approval.

88. KRA-Financial Goal: To increase the total savings deposits of the coop in the next 5 years. Objectives: 1. To increase the savings deposit of members by at least PhP30,000 per year. 2. To implement various CBU programs and activities per month.

89. Credit Operations Goal: To increase consistently the loan portfolio of the coop in the next 5 years. Objectives: 1. To release a loan, of various types, amounting to at least PhP1M per year. 2. To review and improve the loan policy manual of the coop yearly.

90. KRA: Membership Goal: To increase the members and membership reach of the coop. Objectives: 1. To increase the number of members by at least 40 per year. 2. To implement membership recruitment strategies like one-member, one-recruit, attendance to barangay and PTA meetings, etc. 3. To conduct monthly Pre-Membership Education Seminar (PMES)

91. KRA: Policies, Systems and Procedures Goal: To formulate operational policies for the coop. Objectives: 1. To formulate the following policies: Credit, Membership, Capital Build Up and Internal control Policies.

92. KRA: Staff Hiring and Development Goal: To complete the manpower/staff requirement of the coop. 1. To hire competent staff and offer competitive salaries (Manager, Bookkeeper, Teller, Loan Officer, etc.). 2. To train officers and staff on coop operations and management.

93. TARGETS PER KRA KRAs Present Target (5 years) Year 1 -2021 Year 2- 2022 Year 3-2023 Year 4-20 24 Year 5-20 25 EO20 25 Membership 1600 5000 1000 1000 1000 1000 1000 6,600 Share Capital Savings Deposit Loans Released PSPs Membership to Federations Borrowings