Formulation of corporate strategy and annual business plan

Mondo Finance Updated on 2024-01-29

Course Background:

The enterprise strategy and annual business plan is the process of formulating and implementing the annual business plan according to the external environment of the enterprise and the company's own situation, and adjusting the annual business plan according to the evaluation and feedback of the implementation process and results. "All things are foreseen, and those who are not prepared are wasted. Enterprise strategy and annual business plan is the basis and guarantee for the sustainable survival and continuous development of the enterprise, the improvement and optimization of the business structure and the improvement of the enterprise's ability.

Course Benefits:

This course uses the method of consultative teaching, through the explanation of the content and tools of enterprise strategy and annual business plan formulation, business analysis, business goal formulation and decomposition, business implementation planning, etc., and the use of on-site practical exercises, guidance and commentary, so that students can obtain the core skills of annual business planning, master the use of various strategies and annual business planning tools, and be able to do a good job in the annual business planning of the enterprise.

Course Duration:2 days, 6 hours a day.

Course Target:Corporate executives and department heads.

Course Method:50% of the course is taught, 30% is case analysis, and 20% is on-site practice plus teacher comments.

Course Highlights:

Before the class, we understand the difficulties and doubts in the formulation of the annual business plan of the trainee unit, and the course adopts consultative teaching, and the course content is combined with the situation of the trainee unit to conduct practical exercises throughout the process. The lecturer has more than 20 years of valuable consulting experience, and has done strategy and business planning for a large number of enterprisesTargeted design of practical cases with the background of the students' enterprises, digest the course knowledge, so that the students can make mistakes in the classroom and bring back the correct methods;Group discussions, classroom exercises, interactive exchanges, and joint improvement make learning Xi an interesting process.

Course outline

Lecture 1: Cognition of Strategy and Annual Business Planning

1. Changes in the business environment

1.Economic integration.

2.Product homogenization.

3.Technological innovation.

4.Internetization.

Second, the enterprise strategy

Discuss:What's the scariest thing about running a business?

1.Strategic level.

2.Positioning of the business.

Second, the strategic framework

1.Organizational strategy.

2.Competitive strategy.

3.Functional strategy.

4.From strategy to annual business plan.

Fourth, the analysis of the existing business of the enterprise - Boston matrix

1.Star business.

2.Problem business.

3.Cash flow operations.

4.Skinny dog business.

On-site practical drills and guidance, comments:Analysis of the company's existing business.

Lecture 2: Preliminary analysis of strategy and annual business plan formulation

1. Macro environment analysis

1.Introduction to PEST analysis.

2.PEST matrix.

Discuss:How to do a good PEST analysis.

Case Study:How to collect and analyze macro environment analysis information.

2. Analysis of the industry environment

1.The content of the industry environment analysis.

2.The main economic characteristics of the industry environment.

3.The best methods and techniques for industry environmental analysis.

Case Study:How to collect and analyze industry environmental analysis information.

3. Competitor analysis

1.Who are the competitors.

2.How to gather competitor intelligence.

3.How to implement competitor analysis.

Case Study:How competitor information is collected and analyzed.

Fourth, the internal SWOT analysis against the outside

1.Competitive Advantage Analysis.

2.Competitive disadvantage analysis.

3.Analysis of potential development opportunities.

4.External threat analysis.

5. Dimensions of SWOT analysis

1.Marketing skills.

2.Financial and capital operation capabilities.

Human resource development and management capabilities

1) Organizational skills.

2) R&D capabilities.

3) Production and service capabilities.

4) Management information development and integration capabilities.

On-site practical drills and guidance, comments:SWOT analysis of the internal and external environment of the enterprise.

Lecture 3: Formulation of annual business plan

1. Formulate annual goals around the strategic direction

1.What is more important.

2.The company's business focus area.

2. Target planning of the annual business plan from a financial perspective

1.Finance.

2.Client.

3.Internal processes.

4.Learn Xi and grow.

Third, the nature of the objective

1.Quantitative objectives.

2.Qualitative objectives.

3.Outcome Goals.

4.Process objectives.

Fourth, the SMART principle of goal setting

1.Concrete.

2.Measurable.

3.Achievable.

4.interrelated.

5.for a certain period of time.

5. Cases of setting targets for annual business plans

1.Goal setting from a financial perspective.

2.Customer-point goal setting.

3.Internal process perspective goal setting.

4.Learning Xi and growth perspective goal setting.

Case Study:A company's annual business planning target system.

6. The method of determining the target value of the annual business plan

1.Historical Comparative Law.

2.Industry benchmarking method.

3.Strategy analysis.

4.Resource Change Method.

5.Competitive Bidding Decision Method.

On-site practical drills and guidance, comments:Formulation of corporate objectives in the annual business plan.

7. Decomposition of the annual business planning objectives of the enterprise

1.How to break down business goals into departments.

2.How the value tree of the enterprise goal is decomposed.

3.How the functions of the business objectives are broken down.

4.How business goals are broken down in time.

Case Study:Corporate profit targets are broken down into departments.

Lecture 4: Formulate the implementation plan around the annual business objectives of the enterprise

1. Formulation of the implementation plan of the company's annual business objectives

1.The connection and difference between "goal-strategy-plan".

2.Preparation before the plan is made.

3.Determination of priorities.

Case Study:An enterprise's annual business target implementation plan.

On-site practical drills and guidance, comments:The implementation plan of the company's annual business objectives is formulated.

Second, the departmental work plan around the annual planning of the enterprise

1.Around the goal.

2.Generated from above.

3.Generated from this department.

4.Generated from internal and external customers.

On-site practical drills and guidance, comments:Formulation of departmental task plans based on the annual planning of the enterprise.

Lecture 5: Implementation and adjustment of the annual business plan of the enterprise

1. Monitor the implementation of the annual plan and summarize it regularly

1.Execution and monitoring of the annual business plan.

2.The process and operation skills of the management analysis meeting.

2. Rolling revision of the annual business plan of the enterprise

1.The rolling revision cycle of the company's annual business plan.

2.Consideration of the revision of the company's annual business plan.

3.How to revise the company's annual business plan.

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