SPP best practices

1. ARETÉ STRATEGIC PLANNING PROCESS
Current Strategies External Analysis (PEST) Internal Assessment
GROUP DIRECTION AND ASSUMPTIONS SETTING
CEO+1
Current Strategies External AnalysisInternal Assessment
BU STRATEGY DEVELOPMENT
Formulate
Group Directives
Determine Key Assumptions
for Strategy Development
Corporate Environment
and Industry Trend
Status of Corporate
Strategic Initiatives
Corporate Aspirations
and Group Performance
Assess Group and
Industry Situations
Strategy Evaluation & Prioritization Strategic Choice
Strategic Analysis & Review
Develop Strategic Alternatives
Opportunities/ Threats
Strengths/ Weaknesses
VMV & BU’s Aspirations
Stakeholders’ Input
SWOT
Alignment
Define BU Strategic Challenges
& BU Strategic Advantages
Based on TOP Directives, Guidelines,
Assumptions, Addressing Strategic
Challenges & Strategic Advantages
STRATEGIC PLAN APPROVAL
Strategies Sharing
CEO+2
Competitive & Regulatory
Environment, Industry &
Market Trend
BU’s Status Quo, Core
Competencies and
Historic Performances
Group Directives and
Guidelines, Key
Assumptions, from TTS
Status of BU
Strategic Initiatives
Formalize Strategic Choices into S-T,
L-T Strategic Objectives with Goals,
Initiatives, Plans, and Time Horizons
Strategic Plan Formulation
Select Best Fits, Reaffirm Current
Strategies and Craft New Strategies
Porter’s 5 Forces
Gap Analysis
Cost Curve
Game Theory
REVALIDATE PLANNING PROCESS
ARETÉ VISION
ARETÉ MISSION
ARETÉ VALUES
Against: Suitability, Validity,
Feasibility, Consistency, Vulnerability,
Potential Rewards
Strategy Refinement & Syndication
STRATEGY PROMULGATION
Challenge and Align BU Strategies
Across BUs for Synergy, Support
Functions Adapt Strategies to Align
STRATEGY INTEGRATION
MC CPC
Board of Directors
Review and Approve Group Strategic
Plan, Further Refinement by
COO if Warranted
Review Strategic Planning Process
Assess Effectiveness of Planning
Process, Update and Implement
Improvements if Needed
Share BU Strategies & Reaffirm
Alignment to Group Strategic Plan
with Maximum Cross-BU Synergy
HR Support Strategy
Finance Support Strategy
IT/KM Support Strategy
CSR Support Strategy
Corporate Support Strategy

2. ARETÉ BUSINESS PLANNING PROCESS
Price/ Demand AssumptionsBusiness Planning Kickoff
ASSUMPTIONS UPDATING AND SETTING
Current Strategies External AnalysisInternal Assessment
BU/BA BUSINESS PLAN DEVELOPMENT
Update and Align All Stakeholders
on Key Assumptions
Strategy Evaluation & Prioritization
Strategic Choice/ Thrusts
Strategic Analysis & Review
Develop Strategic Alternatives
Opportunities/ Threats
Strengths/ Weaknesses
VMV & BU’s Aspirations
Stakeholders’ Input
SWOT
Alignment
Against: Suitability, Validity,
Feasibility, Consistency, Vulnerability,
Potential Rewards
Define BU/BA Strategic Challenges
& Strategic Advantages
Based on CEO+1 Strategic Directions/
Initiatives, Assumptions, Addressing
Strategic Challenges & Advantages
Required Resources/Enablers
Scenario Planning
Update Scenario Assumptions,
Prepare Financial Outlook, Budget
and Resources Scenarios
Market Trend, Customer
Input, Competitive &
Regulatory Environment
BU/BA Achievements,
Core Competencies,
and Past Performances
Status of BU/BA
Strategic Initiatives
Determine Required Resources for
Initiatives/ Plans Fulfillment i.e.
Financial, Workforce, Processes
Business Plan Formulation
Gap Analysis
Cost Curve
CEO+1 Strategic
Directions/ Initiatives,
Assumptions
Financial Projection and Portfolio
Capacity/ Investment Forecasting
Risk Analysis Talent Review
Capacity Forecasting
Key Work Processes Review
Performance and Risk Management
Translate Strategic Thrusts into
Initiatives/ Plans with Goals and
Projections (Short and Longer Term)
Reaffirm Current Strategies and Craft
New Strategies, Translate Strategic
Choices into Strategic Thrusts
Plan Refinement & Syndication
BUSINESS PLAN APPROVAL
Challenge and Align BU Business
Plans, Optimize Budgets, Finalize
KPIs, Ensure Adequate Supports
BUSINESS PLAN INTEGRATION
MC CPC
Business Plan Approval
BORAD OF DIRECTORS
Select and Set KPIs, Assess
Risk Profile on All Business Plans
Review Business Planning Process
Assess Effectiveness of Planning
Process, Update and Implement
Improvements if Needed
REVALIDATE PLANNING PROCESSSTRETEGY DEPLOYMENT
Business Plan Deployment
Review and Approve
Business Plan, Budgets, KPIs
Communicate and Align Business
Plans with All Stakeholders, Execute
Plans and Initiate Monitoring
HR Support Plan
Finance Support Plan
IT/KM Support Plan
CSR Support Plan
Corporate Support Plan
Develop a Set of Assumptions for
Business Plan Scenarios