2. Strategic
Planning
“Planning is a means to an end and not an end in itself.”
By: ALEXANDER B. RAQUEPO
Chairperson
Sta. Cruz Savings and Development
Cooperative (SACDECO)
Sta. Cruz, Ilocos Sur
3.
4. EXPECTED OUTPUTS in STRATEGIC
PLANNING
1. Crafting of Vision (SWOT will be used),
Mission, Goal and Core Value
Statements composed and agreed
upon unanimously.
2. Formulation of Coop’s tagline.
3. 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.
Company Name
Strategic Planning
.
5. 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.
Company Name
Strategic Planning
8. Company Name
Strategic Planning
WHAT IS STRATEGIC
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.
9. Company Name
STRATEGIC PLANNING
Where would
we want to be?
Mission: Why do we exist? (Bakit kayo nag-organize
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.
11. 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
Company Name
12. 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)
Company Name
STRATEGIC PLANNING
13. 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)
Company Name
Strategic Planning
14. Strategic Planning
8. Ano ang dapat maging disiplina o
behavior o mga gabay para makamit ang
mga inaasam?
(Core Values/Value Statements)
Company Name
Strategic Planning
15. Company Name
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 ?
16. In other words….
Strategic planning
is “INTENTIONAL GROWTH.”
Because growth doesn’t just
happen, it is intentional
(planned and executed).
Company Name
17. Formulating the Coop’s Vision Statement
The 1st step is to undertake a SWOT
Analysis before crafting your Vision
Statement.
S – Strength
W – Weaknesses
O – Opportunities
T - Threats
19. 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.
Company Name
20. SWOT
Company Name
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
21. 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.
Company Name
23. 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.
Company Name
SACDECO
25. 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.
Company Name
Strategic Planning
26. 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
27. Company Name
COOP
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.
28. 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.
Company Name
COOP
29. 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?
Company Name
VISION
30. 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)
Company Name
COOP
31. 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)
Company Name
COOP
32. Sample Vision Statements
Oceana seeks 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)
Company Name
COOP
33. 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)
Company Name
COOP
34. 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.
Company Name
COOP
35. 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?
Company Name
36. 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.
37. 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.
Company Name
38. 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.
Company Name
39. Sample Vision Statement-COOP A
Vision Statement:
THE BIGGEST BARANGAY-
BASED AND MOST
RESPONSIBLE COOPERATIVE
RENDERING COMPLETE
FINANCIAL SERVICES WITHIN
NORTHERN LUZON.
Company Name
STRAT PLANNING
40. Sample Vision Statement
Vision Statement:
THE MOST VIABLE COOPERATIVE
WITH RESPONSIVE AND
OUTSTANDING SOCIO-ECONOMIC
PROJECTS AND PROGRAMS IN
THE REGION.
Company Name
41. Coop C
Vision Statement:
THE MOST DEPENDABLE
COOPERATIVE RENDERING
CREDIT ASSISTANCE FOR
SOCIO-ECONOMIC
PROJECTS/PROGRAMS IN THE
PROVINCE.
Company Name
VISION
45. Nueva Segovia Consortium of
Cooperatives (NSCC)
Vision Statement:
A sustainable Consortium of
Cooperatives towards socio-
economic and spiritual
upliftment.
Company Name
Strategic Planning
46. St. Martin of Tours Credit and Development
Cooperative
Vision Statement:
A leader of financial strength,
integrity and social
responsibility among
cooperatives in the country.
Company Name
Strategic Planning
47. 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.
Company Name
Strategic Planning
48. Tubao Credit Cooperative
Vision Statement:
A Globally Competitive and
Gender Fair Credit
Cooperative.
Company Name
Strategic Planning
49. Company Name
MISSION
- 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
50. 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.
Company Name
MISSION
51. SACDECO’s MISSION STATEMENTS
1. To pursue sustainability by
providing quality and affordable
financial products and services
responsive to members needs in a
gender fair environment.
2. To deliver complementary
solutions in enriching the lives of
members and communities.
3. To ensure employees satisfaction
for professional growth and
advancement.
4. To promote good environmental
stewardship through innovative
programs and projects and
socially responsive services.
Company Name
MISSION
52. 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;
Company Name
MISSION
53. 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.
Company Name
MISSION
54. 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;
Company Name
MISSION
55. Mission Statements: Recommendations
-reasons or the “why’s” of your coop
existence….
1.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…
Company Name
MISSION
56. 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
Company Name
58. Key Result Areas (KRAs) Identification
1. Key Result Areas (KRAs)- refers to
general areas of outputs or outcomes
necessary to achieve organization’s
vision/mission.
60. 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.
61. 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.
62. Company Name
OBJECTIVES
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
63. Company Name
OBJECTIVES
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).
64. 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”
66. 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.
67. 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.
69. 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.
Company Name
VALUES
70. 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.
Company Name
VALUES
71. 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.
Company Name
VALUES
72. 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.
Company Name
VALUES
74. 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.
Company Name
VALUES
75. 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.
Company Name
VALUES
76. 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.
Company Name
VALUES
77. 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.
Company Name
VALUES
78. 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.
Company Name
VALUES
79. 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.
Company Name
VALUES
80. 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.
Company Name
VALUES
81. Example… Value Statements
SM Development Corporation:
Core Values: Vision, Leadership,
Focus, Hard work, Integrity, Innovation,
Prudence, Nurturing, Aggressiveness,
Financially Conservative.
Company Name
VALUES
82. 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 driven by our passion for excellence.
We strive efficiency in everything we do.
We pursue Creativity and Innovation.
Company Name
VALUES
83. 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.
Company Name
VALUES
84. 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.
Company Name
VALUES
85. Company Name
VALUES
SUGGESTED COOP PRINCIPLES AND VALUES
Reliability
Fairness
Impartiality
Effectiveness
Transparency
OUR PRINCIPLES
Responsibility
Honesty
Competency
Continuous Development
Participation
87. Workshop No. 5
Prepare and/or compose
the Core Value
Statements of your
Cooperative.
Company Name
CORE VALUES
88. 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
89. 5. Coop Policies
6. Manpower and Staff Development
7. Office
8. Affiliations
9. Cooperative Social Responsibility
90. 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.
Company Name
Strategic Planning
91. 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.
Company Name
Strategic Planning
92. 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.
Company Name
Strategic Planning
93. 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)
Company Name
Strategic Planning
94. 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.
Company Name
Strategic Planning
95. 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.
96. TARGETS PER KRA
KRAs Present Target
(5
years)
Year
1 -
2021
Year
2-
2022
Year
3-
2023
Year
4-
2024
Year
5-
2025
EO2025
Membership 1600 5000 1000 1000 1000 1000 1000 6,600
Share Capital
Savings
Deposit
Loans
Released
PSPs
Membership to
Federations
Borrowings
Company Name
97. In Summary….
Company Name
a vision is who you are in the future,
a mission that defines what you are
doing,
values that shape your actions,
strategies that zero in on your key
success approaches, and
goals and action plans to guide your
daily, weekly and monthly actions.
98. 8 WORDS THAT SHAPES OUR LIFE
1. Did is a word of
encouragement.
2. Won’t is a word of
retreat.
3. Might is a word of
deceiving.
4. Can’t is a word of
defeat.
5. Ought is a word of
duty.
6. Try is the word
each hour.
7. Will is a word of
beauty.
8. Can is a word of
power.
Company Name
SACDECO