Beruflich Dokumente
Kultur Dokumente
Introduction
When we say global strategic planning it is a process wherein you can examine a
multinational organizations internal and external environments to develop their strategic plan.
By looking at the international environment, the business is able to leverage its strengths and
overcome its weaknesses. Political, environmental, social and technological events can occur an
multinational organization that do not undergo GSP process are positively face unexpected
challenges and unprepared to compete with the competitors in new international markets.
Synergy brought in the audience for the first time. In Ansoffs original creation the
synergy simply summed up as 2+2=5 effect. Which it can produce a combined return on the
In fact, you need to consider that the external environment is more crucial when you are
operating at a global level, because the domestic level competition is very directional and
optimized, but in international level the competition is crucially important; or else survival is not
1
I. Background of the study
In todays fast changing economic situation, every company is trying to assess its
performances regularly and produce products that can compete with every companies having the
same product. Aside from continuous innovations that they made, they also assess every now and
then their strategies on how to have a competitive advantages internationally. One of the
important factor to be considered when it comes to their strategic planning is the price of their
research. Several authors have analyzed the organizational performance in terms of corporate
strategy
It should be noted that studies, which examine the relationship between strategic
management tools and techniques and performance remain uncertain. Some of the studies have
performance. While other studies concluded that there were no clear relationship between
Global strategic planning is a process adopted and used by organizations from different
countries that operate not just domestically but also internationally for them to be able to
formulate an effective global strategy that will give them a strong competitive advantage to other
international organizations. Global strategic planning is a process of evaluating the internal and
domestic and international operations. These evaluations will be the guide for them to formulate
their decisions about how they will achieve their long-term and short-term objectives including
2
Global strategic planning is different from normal domestic strategic planning, because,
in this case, organizations consider internal as well as external environments. In fact, the external
environment is more crucial to consider when you are operating at a global level because at a
domestic level competition is very directional and optimized, but at international level the
global level.
As of these days, having a global strategic planning and management that can compete
internationally is a very important factor that can give the organization an opportunity to be
known and be one of the contributors to successful strategies. With this regard, that strategy will
not only be beneficial to their own organization or country but also became a help for other
3
II. Significance of the study
The finding of this study will benefit the student of banking and finance in considering
that global strategic planning will be a big impact when it comes to any organizations. Through
this study regarding how strategic management works, as a finance student we were able to know
and have proper information that will help us on how to end up with an efficient, effective and
intelligent decisions specially when it comes to financial problems. As a business finance student
it is very important for us to know how crucial the role that global strategy plays when it comes
to government. Global strategy has been a factor that bring down barriers to world trade while
giving some degree of protection to some countries and industries all around the globe. Knowing
how global strategy works for the government, we were able to know how to consider this
requirements and supporting the hypothesis are, understanding established procedures for
strategic planning, constraints on unit managers, the fit of strategic planning to management style
of top management, and strategic planning being more than a lip service. Others are
consolidating unit action plans into a system-wide action plan and top management involvement
These characteristics also have positive relationships with mobility and accessibility.
demands and foresee areas of major future transportation opportunities have positive
relationships with meeting federal legislative requirements and improving mobility and
4
accessibility as we found. Together, these characteristics are principles of effective strategic
planning and are considered important in establishing strategic planning in public transit
agencies.
From our results, a characteristic of effective strategic planning systems in public transit
agencies is that employees must understand and know the established procedures in place for
strategic planning. This is especially the case of those with strategic planning implementation
documentation of established procedures for strategic planning and sharing it with all employees.
Such documentation could increase employee awareness of what is expected of those involved in
strategic planning.
is an agency-wide effort supported by top management. From the results, for strategic planning
to be effective in transit agencies it must be more than a lip service for employees to know its
importance. Thus, it must be evident through top management actions, and top management must
commitment to strategic planning and the implementation of its plans. This commitment could
involve creating a strategic planning department adequately staffed to facilitate and coordinate
strategic planning activities throughout the public transit agency. It could also involve the CEO
and other senior-level line and staff managers devoting adequate amounts of time to strategic
planning activities, instituting agency wide reward systems tied to individual and group
5
commitment and contributions to strategic 13 planning, and tying management performance to
Yet, another characteristic of effective strategic planning found in this study is that it
must fit the management style of the top executive team and the reality of a transit agencys
decision-making process. This ensures that the resulting strategic plan would be implemented
and it would receive the support of top management. To ensure this fit indeed occurs, top
management must be involved in the development of the plan. Additionally, there must
continuous consultations between strategic planners and top management to ensure that the
provisions of the plan are consistent with the vision of top management.
direction and ensuring that strategic planning fits top management style, we found that top
management of transit agencies must be involved and committed to strategic planning to make it
effective. This involvement and commitment could take the form of formal statements about
what types of services to provide, helping set goals and priorities, and developing a climate
supportive of strategic planning and its initiatives in the transit agency. When top management is
actively involved and committed to strategic planning, it could increase the flow of resources to
participative, and it could create a feeling among employees of ownership of the strategic
planning goals, objectives, and outcome measures they helped develop. It could also make
employees be held accountable for strategic planning performance, and provide directions to
6
5. Consolidate unit action plans into a system-wide plan:
is that each unit within an agency must develop its own action plan. Then, the action plans must
be combined into a system-wide strategic plan for the agency. This is a bottom-up approach
instead of a top-down approach and makes the various units take responsibilities for their plans.
Moreover, this approach allows employees to be involved and participate in the development of
the strategic plan. This finding is consistent with previous research that showed the bottom-up
approach is used by organizations with major divisions. The system-wide plan becomes a
reference document that drives decisions throughout the organization whereas the action plans
drive decisions in various units. The action plans may be developed by creating strategic
planning teams in the various units (or divisions) and charging each with the responsibility of
developing an action plan for its unit. An organization-wide strategic planning staff may also be
created to coordinate and integrate the action plans into a strategic plan for the entire
organization.
agencies is that top management imposes some constraints on unit managers. We had expected
otherwise because we thought these constraints could limit the flexibility required in developing
and implementing strategic planning. That we obtained our result, however, could show that top
7
It may also show that top management purposefully imposes the constraints to ensure that
the resulting strategic plan aligns with the overall strategic direction of the organization and
conforms to legislative and other requirements. Thus, the constraints may not be intended to 14
affect plan implementation at the unit level or to intentionally limit resources to strategic
planning initiatives. Unit managers are still responsible for making strategic choices for their
units and aligning their unit plans with the strategic direction and priorities of their transit
found is that they use their abilities to meet customer demand as an internal measure of strategic
planning success. This finding is not a surprise since public transit agencies provide services to
transit users. Meeting customer demand allows these agencies to provide responsive services and
to satisfy federal legislative requirements for transportation planning as well in terms of being
comprehensive and having positive impacts on the community. Both community impacts and
comprehensiveness, as our results show, can be measured by mobility and accessibility, and
agencies depend upon their customers for portions of their revenues and for their support, this
characteristic encourages transit agencies to focus their limited resources on those services their
The final characteristic of effective strategic planning in transit agencies is its ability to
foresee opportunities for future growth. This environmental scanning could involve cooperation
between agencies and jurisdictions, thus satisfying one of the federal legislative requirements
8
examined in this paper. It could also involve introducing new technologies and services to meet
1. Bank of the Philippine Islands- established in 1851, BPI is known as the first bank in
the Philippines and in the Southeast Asian Region. In its 2014 annual report, the bank said that it
was serving seven million clients through a network of 825 branches in the Philippines, Hong
Kong, and Europe, along with 2,575 ATMs and cash deposit machines.
PLDT owned 68% of Philippine cellular subscribers in 2011, after acquiring Sun Cellular. Apart
from Sun Cellular, PLDT operates three other cellular networks Smart, Talk N Text, and Red
Mobile. PLDTs Beneficial Trust Fund also owns stakes in broadcasting and publishing. The 86-
year old company is also listed in the New York Stock Exchange.
3. Metropolitan Bank and Trust Co. - Latest figures from the Bangko Sentral ng Pilipinas
list Metrobank as the second largest bank in the country in terms of assets. The bank reported a
full-year net income of P20 Billion in 2014. Its total resources for that year grew by 16% to P1.6
4. Ayala Corporation- the conglomerate traces its roots to a distillery established in 1834
through a partnership between Antonio de Ayala, a poor Basque immigrant, and Domingo Roxas,
9
- Ayala is the largest shareholder of the Bank of the Philippine Islands, which also made it
to Forbes Global 2000 list. Apart from BPI, it controls four other businesses listed in the
Philippines Stock Exchange- Ayala Land, Globe Telecom, Manila Water and etc.
The global strategic management process helps the managers to decide on what strategies
organizations use.
scrutinizing and providing information from internal and external environment that
affects the strategic purposes. It helps in analyzing on what factors of the internal and
external company that has a big impact on organizations strategies. After executing the
best course of action for accomplishing organizational objectives and hence achieving
evaluating it, managers formulate corporate, business and functional strategies for the
organization. Managers form the strategies by considering the internal and external
10
3. Strategy Implementation- Strategy implementation implies making the strategy work as
developing decision making process, and managing human resources. Managers should
make sure that the formed strategies should be used in action and is having the proper
process. The key strategy evaluation activities are: appraising internal and external
factors that are the root of present strategies, measuring performance, and taking remedial
/ corrective actions if ever there are failed strategy that are formed during strategic
formulation. Evaluation makes sure that the organizational strategy as well as its
These components are steps that are carried, in chronological order, when creating a new
strategic management plan. Present businesses that have already created a strategic management
plan will revert to these steps as per the situations requirement, so as to make essential changes.
11
Definition of Terms
1.Global.means there is not only one country involved or what we call nationwide but rather
worldwide that involves almost all other countries around the globe.
2.Strategy.The organizations way to surpass their competitors. It is a way that the organizations
3.Process.means something is not done in a one-hit basis but rather a step by step basis tin order
means that something plays an important role wherein it can affect the success rate of a plan
5.Scanning.It is the way of collecting data and information in and out of the organization.
6.Formulation.The process of creating something like strategies based on the scanning done in
7.Trends.are things that fail the test of time. In order to build a successful organization, strategic
management has the ability to adapt and overcome changing customer needs and demands,
government regulation and laws, markets, business and technological innovations, economies
12
Trends
Science and Technology- includes the internet and other computer components as well as GPS,
Technological trends include not only the glamorous invention that revolutionizes our lives, but
unemployment, and the transportation and commercial base. They diffusion into new industries
Increasing integration and interdependence- include all areas of economic life as well as an
increasing exchange of products and services across national borders through trade.
Governance- How national and international laws govern the economic activity and
transnational institutions.
These trends are often interdependent and cannot be easily separated. The various factors
associated with trends in globalization has been shown to affect population growth. In addition,
advances in technology can have significant impacts on society. Technology has allowed global
commercial transactions to take place at increasingly faster rates, and at greater volumes across
national borders. This has also led to other challenges regarding global commerce, which involve
the complex coordination, interaction and compliance of current international and domestic laws.
13
Political
Political forces include the outcomes of elections, legislation, and court judgments, as
well as the decisions rendered by various commissions and agencies. Among the most
important government actions are: regulation, taxation, expenditure, takeover (creating a crown
Social
For an organization to survive, the product or service must be wanted, thus consumer
Economic trends
Coming from a slow start in the first half (H1) of 2015 due to weak government
spending, the economy bounced back in H2, bringing full year growth to 5.8 percent in 2015.
Among the major economies in the region, the Philippines is behind China and Vietnam only.
Issue
urbanization- will lead to growth and demand for products and services.
transport, retail, consumption and waste disposal: negative impacts can include increasing
water and land use, soil erosion and degradation and loss of biodiversity.
14
Social- drivers include urbanization, demographic changes, issues of land tenure,
choices tastes, habits and practices, affecting the demand for the products and services.
Economic- issues of trades, land tenure, trends in production and demand in potential for
shocks, food markets and their volatility, supply and distribution, regulation, affordability
Japan- 21.3%,
1. Electronic equipment
2. Wood
3. Machinery
5. Copper
7. Nickel
8. Vehicles
15
10. Ships, boats:
US- 14.7%
1. Electronic equipment
2. Machinery
8. Vegetable/fruit preparations
9. Aircraft, spacecraft
10. Vehicles
China- 12.4%
1. Machinery
2. Electronic equipment
16
5. Oil
6. Fruits, nuts
7. Plastics
8. Vehicles
9. Organic chemicals
10. Copper
1. Electronic equipment
2. Machinery
5. Fish
6. Fruits, nuts
7. Vegetable/fruit preparations
8. Vehicles
17
Singapore- 7.3%
1. Electronic equipment
2. Machinery
3. Oil
5. Tobacco
6. Aircraft, spacecraft
7. Plastics
8. Fruits, nuts
9. Fish
1. Electronic equipment
3. Oil
18
4. Medical, technical equipment
5. Machinery
6. Copper
7. Fruits, nuts
8. Tobacco
Germany- 4.1%
1. Electronic equipment
2. Machinery
8. Aircraft, spacecraft
19
10. Leather, animal gut articles
Taiwan- 3.5%
1. Electronic equipment
2. Machinery
3. Organic chemicals
5. Vehicle
6. Copper
7. Fish
10. Oil
Thailand- 3.4%
1. Electronic equipment
2. Machinery
3. Vehicles
20
5. Tobacco
6. Oil
7. Copper
8. Plastics
Netherlands- 3.1%
1. Electronic equipment:
3. Aircraft, spacecraft
4. Organic chemicals
5. Machinery
8. Wood pulp
9. Vegetable/fruit preparations
21
Figure 2 Major export partners of the Philippines
a. SWOT Analysis
Table #1
economies of scale. effect for the old product into approach does not
22
and limited of product and
marketing material markets like
ability to adjust saving the launch
costs, too. particular tastes or
of a product's
and change to
their sensitivity to
Global strategy can most recent
meet the
pricing.
broaden learning version for well-
customer needs
opportunities for the developed Deciding in which
and satisfaction
organization due to markets.
overtime and country a product
diversity of operating
higher The organization will be popular is
environments.
Using a global transportation will have the also a problem. If a
opportunity to company estimates
strategic planning costs.
exploit another incorrectly, the
that can compete
country's mistake could cost it
internationally can
resources - labor, a fortune.
give the
raw materials
opportunity for the A global strategy
organization to includes an
23
everything.
security of a
employees go on
strike or a natural
disaster occurs
where a company
manufactures its
fulfill its
obligations.
b. PESTEL Analysis
POLITICAL
Political
Political forces include the outcomes of elections, legislation, and court judgments, as
well as the decisions rendered by various commissions and agencies. The political sector
of the environment presents actual and potential restriction on the way an organization
operates.
24
Among the most important government actions are: regulation, taxation, expenditure,
takeover (creating a crown corporation, and privatization. The differences among local,
national, and international subsectors of the political environment are often quite
dramatic. Political instability in some areas makes the very form of government subject to
revolutionary changes.
In addition the basic system of government and the laws the system promulgates, the
political environment might include such issues as monitoring government policy toward
income tax, relative influence of unions, and policies concerning utilization of natural
resources.
Political activity may also have a significant impact on three additional governmental
* Customer function. Government demand for products and services can create, sustain,
* Competitor function. The government can operate as an almost unbeatable competitor in the
ECONOMIC
This forces refer to the nature and direction of the economy in which business operates.
25
Economic factors have a tremendous impact on business firms. The general state of the economy
(e.g., depression, recession, recovery, or prosperity), interest rate, stage of the economic cycle,
balance of payments, monetary policy, fiscal policy, are key variables in corporate investment,
The impact of growth or decline in gross national product and increases or decreases in
interest rates, inflation, and the value of the dollar are considered as prime examples of
To assess the local situation, an organization might seek information concerning the
economic base and future of the region and the effects of this outlook on wage rates, disposable
income, unemployment, and the transportation and commercial base. The state of world
TECHNOLOGICAL
can have a sudden and dramatic effect on the environment of a firm. First, technological
developments can significantly alter the demand for an organizations or industry's products or
services.
Technological change can decimate existing businesses and even entire industries, since
its shifts demand from one product to another. Moreover, changes in technology can
international business, one country's use of new technological developments can make
26
The rate of technological change varies considerably from one industry to another. In
electronics, for example change is rapid and constant, but in furniture manufacturing,
the existence of the firm. Therefore, "the key concerns in the technological environment involve
building the organizational capability to (1) forecast and identify relevant developments - both
within and beyond the industry, (2) assess the impact of these developments on existing
strategy deals with "choices in technology, product design and development, sources of
The effect that changing technology can have upon the competition in an industry is also
dealt with other chapters. Technological forecasting can help protect and improve the
SOCIAL
Social forces include traditions, values, societal trends, consumer psychology, and a
The following are some of the key concerns in the social environment: ecology (e.g.,
global warming, pollution); demographics (e.g., population growth rates, aging work
education, safety, health care, standard of living); and non-economic activities (e.g.,
charities).
27
Moreover, social issues can quickly become political and even legal issues. Social forces
are often most important because of their effect on people's behavior. For an
organization to survive, the product or service must be wanted, thus consumer behavior
include a firm's owners (stockholders), members of the board of directors, managers and
For any business to grow and prosper, managers of the business must be able to
anticipate, recognize and deal with change in the internal and external environment. Change is a
certainty, and for this reason business managers must actively engage in a process that identifies
change and modifies business activity to take best advantage of change. That process is strategic
planning.
The following diagram provides examples of factors that are agents of change and need
below.
28
Internal and External Environment
All businesses have an internal and external environment. The internal environment is
very much associated with the human resource of the business or organization, and the manner in
which people undertake work in accordance with the mission of the organization. To some
extent, the internal environment is controllable and changeable through planning and
management processes.
The external environment, on the other hand is not controllable. The managers of a business have
However the managers of a business or organization do have some measure of control as to how
Table below identifies important aspects of the internal environment that can significantly
impact on the well-being of a business or organization. Generally the strategic planning process
will examine the strengths and weaknesses of the organization, and it is likely that significant
Table 2: Factors in the internal environment and their effect on the business/organization
29
recruitment of staff and also to engage in the training of staff
members of organization.
Organization Structure Businesses and organizations may be impeded by their
30
by appointing volunteers as needed.
The capability of the management team and the leadership
31
External Environment Factors
Table below identifies important aspects of the external environment in which the
business operates. The business cannot control these aspects but can respond to change if needed.
The main problem for business managers is to be able to respond early to change in the external
environment, and this depends on how soon any change is identified. Some external
environmental factors such as economic conditions are reported daily in the media and managers
have a wealth of information on which to develop strategic plans. However, some external
factors may be difficult to identify, particularly of the pace of change is very slow or is hidden
from view.
Table 3: Factors in the external environment and their effect on the business/organization
32
competitors come and go, but they will also change marketing
strategies, product lines and prices. Often such changes are not
effected community.
Legal Taxation is one of most obvious changes in law through
33
Relations, Consumer Protection and Environmental Law.
Media The media is undergoing rapid and significant change. The
once prospered can begin to decline as the local area has less
34
Documentation
35
36
37
38
Name: Shiela Encina
Good day! I am Shiela Encina from Binabalian, Candelaria, Zambales, 19 years of age. I
am a graduating student and currently taking up Bachelor of Science in Banking and Finance at
Ramon Magsaysay Technological University. Being a finance student is not easy, there are
times that I almost gave up and think about shifting into another course but as time goes by I
realized that this is where I belong, to be a finance student. To be honest this course is not my
first choice but when I learned about finance world and etc. I think its a blessing in disguise
If the time comes that I will apply in some random banks or companies in the near future
I am going to do everything no matter what it takes just for them to hire me. As fresh graduate
of course we do not have a job experience and such but I am willing to learn everything. I can
also adjust for the job that they are willing to give me. I am also a hardworking, trustworthy,
If they are going to hire me in the near future I will assure them that I will be a
hardworking employee. I will make sure that they are not going to regret that they hire me as
their employee. And lastly, I will assure them that there is no room for mistake if they will going
to hire me.
39
Shiela Encina
Harrieth Avecilla
Bsbf-4C
child.I love to read mystery stories,Fan fiction and also current issues. When I was in Elementary
I joined different events and programs ,While in high school Im one of the participants in
sabayang bigkasan.Im nice person when you are nice to me.Im friendly, jolly and easy to
Through the years of my study Ive gained a lot of knowledge that I can use to the
journey Im going to conquer.I know that I can be efficient and effective in your company.I can
give all my effort in order to be an asset and Im willing to adopt and enhance myself in order to
Imcapable to do my job.I do not not any work experience but through the exposure to seminars
40
and communications. I know I can handle the pressure .I also know how to socialize in different
kinds and behavior of people.I show initiative and demonstrate strong interpersonal relationship
Name: Bugarin,Valerie R.
Im Valerie R. Bugarin, im 19 years old. Im now in 4th year College and taking up
Bachelor of Science Major in Banking and Finance. I know I have a capabilities and skills. I
41
Name: Danna Mae Lesaca
University. Ive learned important factors about finance and how it works, but through
attending different seminars such as the National Finance Summit, Stratmark, and about
leadership I enhanced my skills and learned how businesses works. Also I experienced as a
leader in making business proposals in our marketing subject. And Im already to take
more experience, and more learning that the business world can offer . Im thankful for all
the challenges I encountered since I was in primary years, that now Im fine with some
42
Jopreilyn D. Blanc
4C
I am Jopreilyn Devillena Blanco, a 19 year old banking and finance student and currently on my
4th year at Ramon Magsaysay Technological University-Iba Campus. When I first enter college, I
really dont have any course to take in mind, I just got dragged by my friend and we took up BS
Accountancy. I became an accounting student for 2 years but I end up not taking the battery
exam for 3rd year and thats why I needed to shift into a new course. I have 2 courses in mind,
either BSBA major in Marketing or BS Banking and Finance, and yes I decided to take up my
current course because I think that this is more related to my previous course. I thought itll be
boring but no, I end up loving this course so much. I think that it will really give me the
opportunity to be a better person in the future. I really am proud to be one of the future bankers
of the business world someday. I want to explore more about the finance and banking system not
just the Philippine monetary system but every countries monetary systems. I am enjoying the
studies regarding how important the role of banks and monetary values in each and every
country. I mat not yet be a suitable banker after I graduate but I am very much willing to explore
the outside world of school and learn something new. I believe that being a banking student is a
43
Merros L. Mejia
4C
would like to share my ideas by working in your company. Im sure you can handle an employee
like me, who has a job experience, being a saleslady and a lotto teller at the same time with my
Aunts business for 4 years and until now. I raise my confidence by working in there, just by
talking to them face to face. I did learn how to manage the customers complaint by suggesting a
solution to their problems. Concentrate on work time can make your job more accurate. Next
thing is your behavior towards the customer on how you communicate with a hot-tempered
person sometimes and most importantly your behavior with the other workers.
I may not good in studies, not really a mentally deficient person though but an average
student as they say. But I can easily cope-up with the lessons I may not understand. Im eager to
learn a new techniques and ideas. I want to explore the business world by working in your
company.
44
I will really appreciate it if you hire me as one of your employee. I will never turn your
world upsidedown when you chose me. I will surely do my best as I can.
45
Mariel C. Carreon
4C
4th year student of Banking and Finance at Ramon Magsaysay Technological University. I would
like to apply my experience fro my last job by working in your company. I work from Bataan for
2 months in East Cam Tech. Corporation. I learned how to socialize with other people, I also
learned how to manage my time. And specially, I realized that time is really matter to our daily
lives. I joined Mutya ng Botolan last 3 years, and fortunately I got the 3 rd runner-up position. By
joining that pageant, i enhance my self-esteem. And that is an advantage in a work because if Im
I may not a studious person, but I know in myself that I can achieve my goals someday.
46