Org 5
Org 5
Org 5
Management
Quarter 1 – Module 6:
Discuss the nature and level
of planning and types of plans.
Organizational Management – Grade 11
Alternative Delivery Mode
Quarter 1 – Module 6: Discuss the nature and levels of planning and types of plan.
Republic Act 8293, section 176 states that: No copyright shall subsist in any work of
the Government of the Philippines. However, prior approval of the government agency or office
wherein the work is created shall be necessary for exploitation of such work for profit. Such
agency or office may, among other things, impose as a condition the payment of royalties.
Borrowed materials (i.e., songs, stories, poems, pictures, photos, brand names,
trademarks, etc.) included in this module are owned by their respective copyright holders.
Every effort has been exerted to locate and seek permission to use these materials from their
respective copyright owners. The publisher and authors do not represent nor claim ownership
over them.
Management Team:
Schools Division Superintendent : Romeo M. Alip, PhD, CESO V
OIC-Asst. Schools Division Superintendent : William Roderick R. Fallorin
Chief Education Supervisor, CID : Milagros M. Peñaflor, PhD
Education Program Supervisor, LRMDS : Edgar E. Garcia, MITE
Education Program Supervisor, AP/ADM : Romeo M. Layug
Education Program Supervisor, Mathematics: Danilo C. Caysido
District Supervisor, Mariveles : Francisco B. Bautista
Division Lead Book Designer : Rogelio M. Olegario
District LRMDS Coordinator, Mariveles : Annie Rhose C. Rosales
School LRMDS Coordinator : Annie Rhose C. Rosales
School Principal : Ludivina S. Omania
District Lead Layout Artist, Mathematics :
District Lead Illustrator, Mathematics :
District Lead Evaluator, Mathematics :
Mode (ADM) Module on The nature and levels of planning and types of plan.
educators both from public and private institutions to assist you, the teacher or
facilitator in helping the learners meet the standards set by the K to 12 Curriculum
This learning resource hopes to engage the learners into guided and
independent learning activities at their own pace and time. Furthermore, this also
aims to help learners acquire the needed 21st century skills while taking into
In addition to the material in the main text, you will also see this box in the
As a facilitator you are expected to orient the learners on how to use this
module. You also need to keep track of the learners' progress while allowing them to
manage their own learning. Furthermore, you are expected to encourage and assist
1
For the learner:
The hand is one of the most symbolized part of the human body. It is often
used to depict skill, action and purpose. Through our hands we may learn, create
and accomplish. Hence, the hand in this learning resource signifies that you as a
learner is capable and empowered to successfully achieve the relevant competencies
and skills at your own pace and time. Your academic success lies in your own hands!
This module was designed to provide you with fun and meaningful
opportunities for guided and independent learning at your own pace and time. You
will be enabled to process the contents of the learning resource while being an active
learner.
What I Need to Know This will give you an idea of the skills or
competencies you are expected to learn in the
module.
2
What I Can Do This section provides an activity which will
help you transfer your new knowledge or skill
into real life situations or concerns.
1. Use the module with care. Do not put unnecessary mark/s on any part of the
module. Use a separate sheet of paper in answering the exercises.
2. Don’t forget to answer What I Know before moving on to the other activities
included in the module.
3. Read the instruction carefully before doing each task.
4. Observe honesty and integrity in doing the tasks and checking your answers.
5. Finish the task at hand before proceeding to the next.
6. Return this module to your teacher/facilitator once you are through with it.
If you encounter any difficulty in answering the tasks in this module, do not
hesitate to consult your teacher or facilitator. Always bear in mind that you are
not alone.
We hope that through this material, you will experience meaningful learning
and gain deep understanding of the relevant competencies. You can do it!
3
What I Need to Know
What I Know
Read the statement below. Choose the words that you think has a connection
to the planning and write it on the box below.
4
plan, and during their daily meeting they follow the rules of wearing face mask,
proper hygiene and social distancing, they discussed the pros and cons as well as
they carefully plan for each unit and its called operational plan. They value the health
of all the employees as well as the health of their end user, they abide the law while
sticking to their plan.
5
Planning is important because it reduces uncertainty; it compels managers to
consider future events that may affect their company. Anticipating changes and their
impact will help managers and other workers to react to such changes appropriately.
Establishing goals and standards during planning may be used for controlling,
another necessary managerial function.
Without planning, goals and standards will be absent and controlling will not
be possible.
Vision- a mental image of what the organization will be in the way future, as
desired by the company management and employees.
6
application must also be done for a certain period of time – months or years – before
it begins to affect performance.
Goals are the targets or desired ends that management wants to reach, while
plans are the actions or means that administrators/managers intend to use to
achieve organizational goals. In short, goals serve as the foundation of planning.
Goals precede plans because knowing the desired targets is a must before
establishing plans for reaching them.
TYPES OF PLANS
Specificity refers to very detailed, clearly defined plans wherein objective are
clearly stated and could easily be understood. Simple language must be used in
order to facilitate understanding of the plan.
7
Strategic plans – plans that establish the organization’s overall goals and
apply to the entire firm; they are broad in scope and are the responsibility of the
CEO, president and general manager of the company.
Operational plans – plans that apply to a particular unit area only; their scope
is narrow; achievement of company goals may not be achieved if operational plans
are not clear.
Short-term plans – plans that cover one year or less; such plans must lead
toward the attainment of long-term goals and are the responsibility of the
unit/department heads.
Directional plans – plans that are flexible or give general guidelines only;
although flexible and general, these plans must still be related to the strategic plans.
Specific plans- plans that are clearly stated and which have no room for
interpretation; language used must be very understandable.
Single-use plans – plans used or stated once only as this applies to the entire
organization; refer to the operational plans of the firm.
Standing plans – plans that are ongoing; [rovide guidance for different
activities done repeatedly; refer to the identified activities of operational plans.
What’s In
Apply the correct letter to form the right word or words that fits to its
meaning.
1. G O _ L S E T _ I N _ - The identification of targets or desired ends that
management wants to reach.
2. _ R G A N _ Z A T I O N A _ P _ _ N - A comprehensive plan for the entire
organization covering time frame, specific purpose, frequency of use, and others.
3. O _ E R A T I O N _ L _L A _ - Plan that apply to a particular unit area
only.
4. _ T A N D _ N _ P L _ N S - Plans that are ongoing; provide guidance for
different activities done repeatedly; refer to the identified activities of operational
plans.
8
5. D _ R E C T I _ N _ L P _ A N S - Plans that are flexible or give general
guidelines only; although flexible and general, these plans must still be related to the
strategic plans.
6. _ R E _ U E N C _ - Of use refers to the number of times or instances a plan
may be used.
7. S _ R A _ E G _ C P _ A N S – plans that establish the organization’s overall goals
and apply tp the entire firm; they are broad in scope and are the responsibility of the
CEO, president and general manager of the company.
8. S _ O R _-T _ E R M P _ _ N S – plans that cover one year or less, such plans
must lead towards the attainment of long-term goals and are the responsibility of the
unit/department heads.
9. _ P _ C I F _ C P _ _ N S - plans that are clearly stated and which have no room
for interpretation; language used must be very understandable.
10. S _ I N G _ E – U _ E P _ A S - Plans used or stated once only at as this applies
to the entire organization; refer to the operational plans of the firm.
What’s New
CROSSWORD PUZZLE : Answer the question below to form a word and meet with
other words to finish this puzzle.
1. Plans that are clearly stated and which have no room for interpretation; language
used must be very understandable.
2. Refers to the number of times or instances a plan may be used.
3. Plans that are ongoing; provide guidance for different activities one repeatedly;
refer to the identified activities of operational plans.
4. Plans that are flexible or give general guidelines only; although flexible and
general, these plans must still be related to the strategic plans.
9
5. Plans that establish the organization’s overall goals and apply to the entire firm;
they are broad in scope and are the responsibility of the CEO, president and general
manager of the company.
What is It
STEPS IN PLANNING
Planning is a process and, as such, involves steps –from carrying out its
purpose, setting of goals/objectives, and determining what should be done to
accomplish them. Schermerhorn (2008) gave five steps in the planning process:
4. Analyze and choose among actions alternatives; list and carefully evaluate
possible actions and choose the alternative, most likely to accomplish
goals/objectives.
5. Implement the plan and evaluate results; take corrective action and revise
plans as needed.
10
PLANNING AT DIFFERENT
LEVELS IN THE FIRM
Different levels in the firm are all engaged planning; however, all the resulting
plans must be related to one another and directed toward the same goals. Planning
(Strategic Planning)
strategic planning which involves making decision about the organization’s long-term
executives develop and execute the said strategic plan, They, however, do not
formulate or execute the plan on their own; a management team supports and helps
major targets related to the maintenance of the organization’s stability, and its
(Tactical Planning)
broad strategic goals and plans into specific goals and plans that are applicable and
11
needed in one unit/portion of the organization. I tis focused on major actions that
must be done by a unit in order to contribute its share for the achievement of the
strategic plan.
Strategic Planning
Tactical Planning
Operational Planning
The present organizational planning is not as rigid as the hierarchical planning. Managers in
different hierarchical levels of the organization may contribute their ideas or suggestions in developing
the strategic plan, a task originally assigned to the senior executives. Also, frontline managers may
make decision that could influence strategy formulation in the higher levels. All plan, however, must
be directed toward the achievement if the organization’s strategic goals.
12
Finally, CEOs or company presidents must see to it that all communication lines in their
organization are open, that there is excellent dissemination of information to all levels, and they are
aware of everything that is happening in their firm.
What’s More
__________ Implement the plan and evaluate results; take corrective action and revise
plans as needed.
__________ Analyze and choose among actions alternatives; list and carefully
evaluate possible actions and choose the alternative, most likely to accomplish
goals/objectives.
13
YSPTEICIFC 2. Refers to very detailed, clearly defined plans wherein
objectives are clearly stated and could easily be understood. Simple language must
be used in order to facilitate understanding of the plan. _______________________.
goals, establishing strategies for accomplishing those goals and developing plans of
action or means that managers intend to use to achieve organizational goals.
_______________________.
planning coverage._________________________.
ends._______________________.
_______________________.
for different activities done repeatedly; refer to the identified activities of operational
plans._______________________.
the entire organization covering time frame, specific purpose, frequency of use and
others. _______________________.
area only; their scope is narrow and prepared by lower level managers.
_______________________.
14
What I Can Do
Write TRUE if the statement is correct and FALSE if the statement is wrong.
Write your answer on the blank provided to each number.
____________1. Operational plans are the plans that apply to a particular unit area
only; their scope is narrow; achievement of company goals may not be achieved if
operational plans are not clear.
____________2. Single-use plans are plans that are ongoing; provide guidance for
different activities done repeatedly; refer to the identified activities of operational
plans.
____________3. Standing plans are plans used or stated once only as this applies to
the entire organization; refer to the operational plans of the firm.
____________4. Long-term plans are plans that go beyond three years; everyone must
understand the organization’s long-term plans to avoid confusion that may divert the
organization members’ attention.
____________5. Directional plans are plans that are flexible or give general guidelines
only; although flexible and general, these plans must still be related to the strategic
plans.
____________6. Strategic plans refer to the number of times or instances a plan may
be used.
____________9. Vision is a mental image of what the organization will be in the future,
as desired by the company and employees.
15
___________11. Goal Setting is a steps needed in order to attain desired ends.
___________14. Establishing goals and standards during planning may be used for
controlling, another necessary managerial function.
___________15. Without planning, goals and standards will be absent and controlling
will not be possible.
Assessment
IDENTIFICATION: Write the correct answer on the space provided before the number.
___________2. Is a process that involves the setting of the organization’s goals, establishing
strategies for accomplishing those goals and developing plans of action or means that
managers intend to use to achieve organizational goals.
___________3. The identification of targets or desired ends that management wants to reach.
___________4. A mental image of what the organization will be in the future, as desired by
the company management and employees.
___________5. A comprehensive plan for the entire organization covering time frame, specific
purpose, frequency of use and others.
___________6. Plans that establish the organization’s overall goals and apply to the entire
firm; they are broad in scope and are the responsibility of the organization’s President or Chief
Operating Officer and several managers.
___________7. Plans that cover one year or less; such plans must lead toward the attainment
of long-term goals and are the responsibility of the unit/department heads.
___________8. Plans that go beyond three years; everyone must understand the organization’s
long-term plans to avoid confusion that may divert the organization members’ attention.
16
___________9. Plans that apply to a particular unit area only; their scope is narrow;
achievement of company goals may not be achieved if operational plans are not clear.
___________10. Plans that are ongoing; provide guidance for different activities done
repeatedly; refer to the identified activities of operational plans.
___________11. Plans that are clearly stated and which have no room for interpretation;
language used must be very understandable.
___________12. Plans used or stated once only as this applies to the entire organization; refer
to the operational plans of the firm.
___________13. Plans that are flexible or give general guidelines only; although flexible and
general, these plans must still be related to the strategic plans.
Additional Activities
WORD POOL Complete the statements using the correct words given in the box.
Write your answer on the blank provided for every number.
1. are the targets or desired ends that management wants to reach, while 2.
are the actions or means that administrators/managers intend to use to achieve organizational
goals.
17
4. Plans that are flexible or give general guidelines only; although flexible and general, these
plans must still be related to the strategic plans.
5. Plans that are clearly stated and which have no room for interpretation; language used must
be very understandable.
6. A mental image of what the organization will be in the future, as desired by the company
management and employees.
7. Plans that establish the organization’s overall goals and apply to the entire firm.
9. Plans that are ongoing; provide guidance for different activities done repeatedly; refer to the
identified activities of operational plans.
10. It is the first management function and a very essential component of management.
11. Plans that are clearly stated and which have no room for interpretation; language used must
be very understandable.
12. Plans used or stated once only as this applies to the entire organization; refer to the
operational plans of the firm.
13. Plans that are flexible or give general guidelines only; although flexible and general, these
plans must still be related to the strategic plans.
15. Is a process that involves the setting of the organization’s goals, establishing strategies for
accomplishing those goals and developing plans action or means that managers intend to use to
achieve organizational plans.
18
19
Assesment:
1. Mission
2. Planning What have I
3. Goal – Setting What I Can Do: learned:
Assesment:
4. Vision 1. True 1. Strategic Plan
1. Mission
5. Organizational 2. False 2. Specifity
2. Planning
Plan 3. False 3. Planning
3. Goal Setting
6. Strategic Plan 4. True 4.
4. Vission
7. Short – term Plan 5. True Comprehensiveness
5. Organizational
8. Long – term Plan 6. False 5. Vission
Plan
9. Operational Plan 7. True 6. Objectives
6. Strategic Plan
10. Standing Plans 8. True 7. Mission
7. Short – Term Plan
11. Specific Plans 9. True 8. Standing Plans
8. Long – Term Plan
12. Single – use 10. True 9. Operational Plans
9. Operational Plan
Plans 10. Goal Setting
10. Specific Plan
13. Directional
Plans
14. Objectives
1. Planning
What In:
1. Goal Setting
What More: 2. Organizational
What New:
2 Plan What I Know:
1. Specific Plans
5 3. Operational Plan
2. Frequency 1. Plan
3 4. Standing Plans
3. Standing Plans 2. Goals
1 5. Directional Plans
4. Directional 3. Strategic
4 6. Frequency
Plans Plans
7. Strategic Plans
5. Strategic Plans 4. Objectives
8. Short-term Plans
9. Specific Plans 5. Operation
10. Single-use Plans
Answer Key
References
DepEd (2016). Kto12 MELC. Organization and Management
Business Dictionary.
20
For inquiries or feedback, please write or call: