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OBJECTIVES:Strategic PlanStrategic ImplementationBudgetExercises
STRATEGY-DEFINEDStrategy can be defined as the determination of thebasic long-term goals and objectives of anorganization,...
What is Strategic Planning?• Process to establish priorities on what you willaccomplish in the future• Forces you to make ...
Why do Strategic Planning?• If you fail to plan, then youplan to fail – be proactive aboutthe future• Strategic planning i...
Strategic Planning ModelA B C D EMatt H. Evans,matt@exinfm.com• Environmental ScanAssessment• BackgroundInformation• Situa...
AssessmentAssessment Basis Components Details Evaluate
Assessment Model: S W O TExternal Assessment: Marketplace,competitor’s, social trends, technology,regulatory environment, ...
Barangay SWOT Strengths Strong leadership & cooperative community members Supportive government financial aid Weakness...
BasisAssessment Basis Components Details Evaluate
Why create a baseline?Baseline• Puts everything about the organization into asingle context for comparability and planning...
Organizational Profile• Products and Services•Organizational Culture – Barriers, Leadership,Communication, Cohesiveness . ...
Barangay Problems & Issues Social Drug Addiction Gambling Illegal Activities That Affects Our Natural Resources Drunk...
Barangay Problems & Issues Employment Record Labor Force – 50% Employment Rate – 87% Average Family Income – Php 3 000...
ComponentsAssessment Basis Components Details Evaluate
Strategic Plan / Down toActionMatt H. Evans,matt@exinfm.comMissionVisionGoalsObjectivesMeasuresWhy we existWhat we want to...
Mission Statement• Captures the essence of why the organizationexists – Who we are, what we do• Core values of the organiz...
Sample Mission Statement: The most endearing brand...that has ever been... We will lead in product taste at alltimes......
Barangay Mission Statements100% Crime free communityProvide family oriented servicesProper waste disposal and sanitaryd...
Vision• How the organization wants to be perceived inthe future – what success looks like• An expression of the desired en...
Sample Vision StatementTo serve great tastingfood, bringing the joyof eating to everyone.Components
Barangay Vision StatementA peaceful community and 100%compliance of citizen to citygovernment policies and regulations.Co...
Goals• Describes a future end-state – desired outcomethat is supportive of the mission and vision.• Shapes the way ahead i...
ObjectivesComponents
Barangay Objectives Distribute relief goods on 120 families affected by thecalamity 3 days general cleaning of clogged s...
Matt H. Evans,matt@exinfm.comAssessment Basis Components Details EvaluateDetails
What are Action Plans?ObjectivesInitiativesAction Plans• Action Plans are geared toward operations,procedures, and process...
ROLES OFSTRATEGIC PLANProvides top- down guidanceAlignment of internal actions with strategyConsistencyPowerful leverDetails
Who takes thelead?Employees/BarangayBrgy.CaptainBrgy.Kagawads
Targets For each measurement, you should have at leastone target Targets put focus on your strategy When you reach your...
2012 Barangay Target 120 families had properly followed the propersegregation of waste to promote clean community andavoi...
Assessment Basis Components Details EvaluateEvaluate
Link Budgets toStrategic Plan The world’s best Strategic Plan will fail if itis not adequately resourced through thebudge...
What Resources?How to Link?Every Action Plan should identify the following:•The people resources needed to succeed•The tim...
Barangay Monitoring &Evaluation Monitor percentage of gang and juvenile delinquencyrelated incidents resulting to violenc...
OBJECTIVES:Strategic PlanStrategic ImplementationBudgetExercises
KNOWING THE NUMBERSAnalyzing Budgets
What is a Budget? It is a political document. It is a financial planning tool. It is not etched in stone.We must do mor...
Why budget?Budgeting is the key to financial management.enables you to monitor your income andexpenditure and identify an...
When do you do the budgeting? After strategic planning and action planning When need to work out how much it will cost t...
BASIC PRINCIPLESA good practice in budgeting involves :clarity of purposedetailed planningconsiderable thought.
Issues to address in Budgeting: Who should be involved in budgeting?o Barangay officials & constituents The operational ...
DefinitionIt is a list of allplannedexpenses&revenues
The process of makingthe list is BUDGETING
The Planning Cycle Prepare youroperational plans.Assess theresources youneedImplement plans &monitor impactDraw a budgetTo...
COSTS CATEGORIES: Operational costs – the direct costs of doing the worke.g. the cost of hiring a venue, or of printing a...
COSTS CATEGORIES: Capital costs – these are costs for large“investments” which, while they may be necessarybecause of a p...
Sources of Budget:Promised donationsProbable donationsIncome generated from salesIncome generated from servicesPermit...
Sample barangay projects Botika ng Barangay Bagsakan Barangay “meat & vegetable market” Linis Barangay project Reconst...
Sample barangay projects Health promotion and disease prevention activities such asgiving short presentations inschools, ...
An operating budgetA capital budgetA cash budget
The operating budgetAn operating budget consists of twoparts:The revenue budgetThe expense budget
The revenue budget The revenue budget, which is a projection ofestimated income for the coming year.
The expense budget The expense budget, which consists ofall anticipated costs of operating thebusiness and conducting the...
Elements Salaries & wages Payroll taxes Insurance Training & seminars Publications Memberships Fringe benefits Med...
DIFFERENT KINDS OF BUDGETSWorking budget – what you realisticallyexpect to generate or raise, and how this willbe spent .
What if BUDGETS: A survival budget. This is the minimum required inorder for the organisation or project to survive and d...
DIFFERENT BUDGETING TECHNIQUES Incremental budgets – percentage increasefrom the previous years. Zero based budgets - pa...
TimeframeAnnually, quarterly, monthlyProject based – wholeduration of the project
Working the Budget List your likely sources of income orrevenue. Categorize them. List the items on which you spend mone...
Working the Budget Prepare your budget format. Do your addition. Add in notes to explain items thatmay not be clear. G...
You and your budgetEffectivenessEfficiency
Budget VarianceVariances against budgetVariances against history(usually prior year)
PeriodicReports
Corrective Actions:With the use of the StrategicPlan coupled with properBudgeting andImplementation, surely youwill achiev...
OBJECTIVES:Strategic PlanStrategic ImplementationBudgetExercises
Exercise72
73
Strat budgeting for brgy final by Liezel P. Dolotallas; designed by Marvin F. Tortor
Strat budgeting for brgy final by Liezel P. Dolotallas; designed by Marvin F. Tortor
Strat budgeting for brgy final by Liezel P. Dolotallas; designed by Marvin F. Tortor
Strat budgeting for brgy final by Liezel P. Dolotallas; designed by Marvin F. Tortor
Strat budgeting for brgy final by Liezel P. Dolotallas; designed by Marvin F. Tortor
Strat budgeting for brgy final by Liezel P. Dolotallas; designed by Marvin F. Tortor
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Strat budgeting for brgy final by Liezel P. Dolotallas; designed by Marvin F. Tortor

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This is a combination of budgeting and strategic planning presented at University of Mindanao..this is a combination of modified works and additional inputs made...Hope this can help you..

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Strat budgeting for brgy final by Liezel P. Dolotallas; designed by Marvin F. Tortor

  1. 1. OBJECTIVES:Strategic PlanStrategic ImplementationBudgetExercises
  2. 2. STRATEGY-DEFINEDStrategy can be defined as the determination of thebasic long-term goals and objectives of anorganization, and the adoption of courses of actionand the allocation of resources necessary for carryingout these goals.
  3. 3. What is Strategic Planning?• Process to establish priorities on what you willaccomplish in the future• Forces you to make choices on what you will doand what you will not do•Broad outline on where resources will get allocated
  4. 4. Why do Strategic Planning?• If you fail to plan, then youplan to fail – be proactive aboutthe future• Strategic planning improvesperformance•Communicate to everyone whatis most important
  5. 5. Strategic Planning ModelA B C D EMatt H. Evans,matt@exinfm.com• Environmental ScanAssessment• BackgroundInformation• SituationalAnalysis• SWOT – Strength’s,Weaknesses,Opportunities,Threats• Situation – Past,Present and Future• Significant Issues• Align / Fit withCapabilities• Mission & Vision• Values / GuidingPrinciples• Major Goals• Specific Objectives• PerformanceMeasurement• Targets / Standards ofPerformance• Initiatives andProjectsBasis Components• PerformanceManagement• Review Progress –Balanced Scorecard• Take CorrectiveActionsDetails EvaluateWhere we are Where we want to be How we will do it How are we doing• Gaps • Action Plans • Feedback upstream –revise plans
  6. 6. AssessmentAssessment Basis Components Details Evaluate
  7. 7. Assessment Model: S W O TExternal Assessment: Marketplace,competitor’s, social trends, technology,regulatory environment, economic cycles .Internal Assessment: Organizationalassets, resources, people, culture,systems, partnerships, suppliers, . . .• Easy to Understand• Apply at anyorganizational level• Needs to beAnalytical andSpecific• Be honest about yourweaknessesGood Points Possible PitfallsSWOT SWOTAssessment
  8. 8. Barangay SWOT Strengths Strong leadership & cooperative community members Supportive government financial aid Weaknesses Uncertain objectives Weak system or leadership style Opportunities City government emphasis on fighting crime Implementation of systematic garbage disposal Threats Crime and corruption Weak budget systemAssessment
  9. 9. BasisAssessment Basis Components Details Evaluate
  10. 10. Why create a baseline?Baseline• Puts everything about the organization into asingle context for comparability and planning• Describe the organization as well as theoverall environment• Include information about relationships –customers, suppliers, partners, . . .•Organizational Profile
  11. 11. Organizational Profile• Products and Services•Organizational Culture – Barriers, Leadership,Communication, Cohesiveness . . . .• Workforce Productivity – Skill levels, diversity,contractor’s, aging workforce, . . .• Infrastructure – Systems, technology, facilities, . .• Regulatory –Safety, Environmental, Govt. Laws. . .Baseline
  12. 12. Barangay Problems & Issues Social Drug Addiction Gambling Illegal Activities That Affects Our Natural Resources Drunkenness Petty Crimes Economic Unemployment Landless SquattersBaseline
  13. 13. Barangay Problems & Issues Employment Record Labor Force – 50% Employment Rate – 87% Average Family Income – Php 3 000.00/mo. Average Family Expenditures – Php 3 000.00/mo. Infrastructure City Barangay Roads Maintenance Needs Asphalt Overlaying Administration Improvement of Barangay Hall Covered Court for Social Activities Held Outdoor Improvement of our Mangrove Plantation Project to Attract More Touristsas Well as Domestic.Baseline
  14. 14. ComponentsAssessment Basis Components Details Evaluate
  15. 15. Strategic Plan / Down toActionMatt H. Evans,matt@exinfm.comMissionVisionGoalsObjectivesMeasuresWhy we existWhat we want to beIndicators andMonitors of successDesired level ofperformance andtimelinesPlanned Actions toAchieve ObjectivesSpecific outcomes expressedin measurable terms (NOTactivities)Strategic PlanAction PlansEvaluate ProgressTargetsInitiativesWhat we must achieve to be successfulComponents
  16. 16. Mission Statement• Captures the essence of why the organizationexists – Who we are, what we do• Core values of the organization• Should be brief and to the point• Easy to understandComponents
  17. 17. Sample Mission Statement: The most endearing brand...that has ever been... We will lead in product taste at alltimes... Happiness in every moment... By year 2020, with over 4,000 storesworldwide, Jollibee is truly a GLOBAL BRAND.(and the Filipino will be admiredworldwide)Components
  18. 18. Barangay Mission Statements100% Crime free communityProvide family oriented servicesProper waste disposal and sanitarydrainageAid in the transformation of a livableand healthy communityComponents
  19. 19. Vision• How the organization wants to be perceived inthe future – what success looks like• An expression of the desired end state• Challenges everyone to reach for somethingsignificant – inspires a compelling future• Provides a long-term focus for the entireorganizationComponents
  20. 20. Sample Vision StatementTo serve great tastingfood, bringing the joyof eating to everyone.Components
  21. 21. Barangay Vision StatementA peaceful community and 100%compliance of citizen to citygovernment policies and regulations.Components
  22. 22. Goals• Describes a future end-state – desired outcomethat is supportive of the mission and vision.• Shapes the way ahead in actionable terms.•Puts strategic focus into the organization.Components
  23. 23. ObjectivesComponents
  24. 24. Barangay Objectives Distribute relief goods on 120 families affected by thecalamity 3 days general cleaning of clogged sewage and drainagesystems. Painting of barangay hall within the allocated 20%annual budget CY 2012 Restoration of Barangay court to promote sportsoriented teens Serve 250 boys in “Operation Tuli”Components
  25. 25. Matt H. Evans,matt@exinfm.comAssessment Basis Components Details EvaluateDetails
  26. 26. What are Action Plans?ObjectivesInitiativesAction Plans• Action Plans are geared toward operations,procedures, and processesDetails
  27. 27. ROLES OFSTRATEGIC PLANProvides top- down guidanceAlignment of internal actions with strategyConsistencyPowerful leverDetails
  28. 28. Who takes thelead?Employees/BarangayBrgy.CaptainBrgy.Kagawads
  29. 29. Targets For each measurement, you should have at leastone target Targets put focus on your strategy When you reach your targets, you have successfullyexecuted your strategyDetails
  30. 30. 2012 Barangay Target 120 families had properly followed the propersegregation of waste to promote clean community andavoid drainage systems clogging and possible floodduring the rainy seasonsDetails
  31. 31. Assessment Basis Components Details EvaluateEvaluate
  32. 32. Link Budgets toStrategic Plan The world’s best Strategic Plan will fail if itis not adequately resourced through thebudgeting process. Strategic Plans cannot succeed without people,time, money, and other key resources Aligning resources validates that initiatives andaction plans comprising the strategic plan supportthe strategic objectivesEvaluate
  33. 33. What Resources?How to Link?Every Action Plan should identify the following:•The people resources needed to succeed•The time resources needed to succeed•The money resources needed to succeed•The physical resources (facilities,technology, etc.) needed to succeedEvaluate
  34. 34. Barangay Monitoring &Evaluation Monitor percentage of gang and juvenile delinquencyrelated incidents resulting to violence within thevicinity in a week. Reporting of crimes and petty thefts connected withthe number of “tanod routing” in the area and thetime when incidents frequently happen. Monthly meeting of barangay officials for updates onimplementation and execution of action plans. Updating of records every time the barangay hasincurred expenses.Evaluate
  35. 35. OBJECTIVES:Strategic PlanStrategic ImplementationBudgetExercises
  36. 36. KNOWING THE NUMBERSAnalyzing Budgets
  37. 37. What is a Budget? It is a political document. It is a financial planning tool. It is not etched in stone.We must do more than understandthe budget – we must organize andbuild power to win our demands.
  38. 38. Why budget?Budgeting is the key to financial management.enables you to monitor your income andexpenditure and identify any problems.is a basis for financial accountability andtransparency.raise money from donors unless you have abudget.
  39. 39. When do you do the budgeting? After strategic planning and action planning When need to work out how much it will cost to run aparticular project. When you want to ask a donor to support a particularaspect of your work.
  40. 40. BASIC PRINCIPLESA good practice in budgeting involves :clarity of purposedetailed planningconsiderable thought.
  41. 41. Issues to address in Budgeting: Who should be involved in budgeting?o Barangay officials & constituents The operational planso Projects, administrative expenses Estimating costso Information comes from previous projects & expenses Sources of finance.o Government fundingo Donation
  42. 42. DefinitionIt is a list of allplannedexpenses&revenues
  43. 43. The process of makingthe list is BUDGETING
  44. 44. The Planning Cycle Prepare youroperational plans.Assess theresources youneedImplement plans &monitor impactDraw a budgetTo cover thework.Review whatYou have doneIn the pastReview &Clarify yourVision & Mission
  45. 45. COSTS CATEGORIES: Operational costs – the direct costs of doing the worke.g. the cost of hiring a venue, or of printing a publication, or oftravelling to the sites where fieldwork needs to take place. Hereyou would include materials, equipment, transport and services. Administrative /Organisational costs (also called corecosts) – the costs of your organisational base, includingmanagement, administration, governance. Personnel costs
  46. 46. COSTS CATEGORIES: Capital costs – these are costs for large“investments” which, while they may be necessarybecause of a project or projects.Ex. vehicles and equipment.
  47. 47. Sources of Budget:Promised donationsProbable donationsIncome generated from salesIncome generated from servicesPermit FeesSpecial eventsInvestments
  48. 48. Sample barangay projects Botika ng Barangay Bagsakan Barangay “meat & vegetable market” Linis Barangay project Reconstruction or Repainting of Brgy Hall Barangay Mini Library Project Concrete Pathwalk Project Develop health-related brochures for distribution toagencies, patients Conduct research on the health risks of body alteration(tattooing or piercing) and make a presentation to at riskteens in a local school.
  49. 49. Sample barangay projects Health promotion and disease prevention activities such asgiving short presentations inschools, senior centers, and churches. Promoting health literacy. Make presentations at places such as youth rehabilitationand training facilities; countyjuvenile detention centers Working with adolescents and youth to increase physicalactivity. Sports clinics. Childhood Obesity awareness and screening events.
  50. 50. An operating budgetA capital budgetA cash budget
  51. 51. The operating budgetAn operating budget consists of twoparts:The revenue budgetThe expense budget
  52. 52. The revenue budget The revenue budget, which is a projection ofestimated income for the coming year.
  53. 53. The expense budget The expense budget, which consists ofall anticipated costs of operating thebusiness and conducting the projectedlevel of business.
  54. 54. Elements Salaries & wages Payroll taxes Insurance Training & seminars Publications Memberships Fringe benefits Medical Others Depreciation Amortization Travel Supplies Taxes & licenses Rent Miscellaneous/Others
  55. 55. DIFFERENT KINDS OF BUDGETSWorking budget – what you realisticallyexpect to generate or raise, and how this willbe spent .
  56. 56. What if BUDGETS: A survival budget. This is the minimum required inorder for the organisation or project to survive and douseful work. A guaranteed budget. This is based on the incomeguaranteed at the time the budget is planned. Usually the“guarantees” are in the form of promises from donors. An optimal budget. This covers what you would liketo do if you can raise additional money.
  57. 57. DIFFERENT BUDGETING TECHNIQUES Incremental budgets – percentage increasefrom the previous years. Zero based budgets - past figures are not used as thestarting point. The budgeting process starts from “scratch”with the proposed activities for the year.
  58. 58. TimeframeAnnually, quarterly, monthlyProject based – wholeduration of the project
  59. 59. Working the Budget List your likely sources of income orrevenue. Categorize them. List the items on which you spend money. Estimate the cost monthly and then theannual costs.
  60. 60. Working the Budget Prepare your budget format. Do your addition. Add in notes to explain items thatmay not be clear. Get feedback on your budget. Finalize your budget.
  61. 61. You and your budgetEffectivenessEfficiency
  62. 62. Budget VarianceVariances against budgetVariances against history(usually prior year)
  63. 63. PeriodicReports
  64. 64. Corrective Actions:With the use of the StrategicPlan coupled with properBudgeting andImplementation, surely youwill achieve your desiredend-result.
  65. 65. OBJECTIVES:Strategic PlanStrategic ImplementationBudgetExercises
  66. 66. Exercise72
  67. 67. 73

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