11

Organizations and
Management
Quarter 1
Module 1: Assessing Firm and its
Environment

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Organizations and Management - Grade 11
Quarter 1 – Module 1: Assessing the Firm and Its Environment

I. Introduction:

Knowing and understanding the environment to where you will put your business is critical.
Environmental factors affect every aspect of business such as its nature, prices of the product,
location, distribution, scheme and the like. In this lesson, you are expected to understand better how a
simple SWOT Analysis can be a useful framework for analyzing organization’ strength, weakness,
opportunities and threats.

II. Objectives
At the end of the lesson you
are expected to:

 Define SWOT Analysis

 Apply SWOT analysis to assess the family’s strengths and weaknesses and the
opportunities and threats in the local community
III. Vocabulary
 List
Appreciate the essence of the environmental scanning tools in assessing business.

 Brand Image
The brand image includes products' appeal, ease of use, functionality, fame, and overall value.
Positive brand image is exceeding the customers expectations.
 Brand Portfolio
A brand portfolio is a collection of distinct brands operating under one larger corporate
umbrella.
 Business Environment
he definition of business environment means all of the internal and external factors that affect
how the company functions including employees, customers, management, supply and
demand and business regulations. An example of a part of a business environment is how well
customers' expectations are met.
 Credit Standing
the record of a person or company relating to the payment of debts: Late payments can
seriously affect your overall credit standing.
 Distribution Channel

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 is a chain of businesses or intermediaries through which a good or service passes until it
reaches the final buyer or the end consumer.
 Firm
A company can be any trade or business in which goods or services are sold to produce
income
 Inflation Rate
 is the percentage increase or decrease in prices during a specified period, usually a month or
a year.
 Macroenvironment
 is the condition that exists in the economy as a whole, rather than in a particular sector or
region
 Microenvironment
Micro-environment. the factors or elements in a firm's immediate environment which affect
its performance and decision-making; these elements include the firm's suppliers,
competitors, marketing intermediaries, customers and publics.
 Patents
is a right granted to an inventor by the federal government that permits the inventor to
exclude others from making, selling or using the invention for a period of time. 
 PESTEL Analysis
analysis is an acronym for a tool used to identify the macro (external) forces facing an
organisation. The letters stand for Political, Economic, Social, Technological, Environmental
and Legal. Depending on the organisation, it can be reduced to PEST or some areas can be
added
 Profit
a financial gain, especially the difference between the amount earned and the amount spent in
buying, operating, or producing something.
 Purchasing Power
is the value of a currency expressed in terms of the amount of goods or services that one unit
of money can buy. Purchasing power is important because, all else being equal, inflation
decreases the amount of goods or services you would be able to purchase
 Red Flags
is a warning or indicator, suggesting that there is a potential problem or threat with a
company's stock, financial statements, or news reports. Red flags may be any undesirable
characteristic that stands out to an analyst or investor.
 Scanning Tool
techniques like SWOT analysis, PESTLE analysis, interviews, surveys, focus groups, market
research etc. 
 Strategic Planning
is the process of documenting and establishing a direction of your small business—by
assessing both where you are and where you're going
 SWOT ANALYSIS
is a compilation of your company's strengths, weaknesses, opportunities and threats. The
primary objective of a SWOT analysis is to help organizations develop a full awareness of all
the factors involved in making a business decision.

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 IV. Pre-Test

1. It is popular scanning tool used to evaluate the internal and external environment.
a. PEST Analyis c. BCG Matrix
b. SWOT Analysis d. Focus Group Discussion
2. It refers to the strong attributes or capabilities of the business in providing great advantage in
exploiting the business opportunity.
a. Weaknesses c. Threats
b. Opportunities d. Strength
3. Why is SWOT important in scanning business environment?
a. It helps business to spot the opportunities and red flags of a significant threats
b. It evaluates the internal environment of a certain organization by identifying their strong and poor
attributes that they can use to design a strategic plan for their business.
c. It provides an organization about clear view of its strength that they can use to meet its objectives,
highlights weakness and provides chance to reverse them, showcase possible opportunities ahead and
avoid possible threats.
d. It is a framework created to evaluate the strategic position of the business brand portfolio and
potential.
4. It refers to situations in the form of products or services that must be exploited because of their
potential in terms of profit and growth
a. Weaknesses c. Threats
b. Opportunities d. Strength
5. There are several campaigns and social media challenges focusing on having a healthier diet to
achieve a longer and happier lifestyle. Studies also shows that the fast food consumption is linked to
obesity and diabetes. More consumers nowadays opt to prepare their own meals at home rather than
buying fast food.
This area of consideration will fall under
a. Threat c. Strength
b. Opportunity d. Weakness

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 V. Learning Activities

Practice Activity 1. Let Us Examine!

Being A Senior High School Student requires a lot of
determination. You will encounter a lot of challenges and
learning curves along the way. It will be an advantage if you
are aware of the different attributes that will help you achieve
your goals and at the same time know those areas that might
hinder you in doing so.

In this activity, your task is to identify the attributes that will

either help you or hinder you to succeed in the strand you selected. List down 5 attributes that you
think will help you to transition smoothly in this strand and another 5 attributes that might hinder you
to reach your goals. Place you answer on the table below.

1. 1.

2, 2,

3. 3.

4. 4.

5. 5.

Practice Activity 2. Let’s Hit the Springboard

Each student in Senior High School can
freely choose which among the four tracks they
can join in. As a ABM student, what do you think
are the benefits you can get out of choosing this
track and the possible problems that you might
encounter along the way.

This time, your task is to list down 5 benefits from choosing ABM Track and 5 challenges
that you might encounter in your Senior High School experience. Place your answer below.

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 1. 1.

2, 2,

3. 3.

4. 4.

5. 5.

Practice Activity 3. Manager in Action

Starting your Senior High School life is indeed a turning point in the life of every student.
There are lots of adjustments, challenges and pressure that you need to overcome along the way. The
first two activities are self-assessments to check how ready you are as a Senior High School student.
Answer the guide questions below.

Guide Questions:
1. Which part of the activities was difficult to answer? Why?
2. Which part of the activities was easier to answer? Why?
3. Do you think it would help or hinder you, as a student, if you are aware of the attributes that might
help or hinder you in entering Senior High School?

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Did You Know:

To adequately deal with the forces of the external environment, managers

and decision-makers apply certain techniques in gathering and analyzing
information and subsequently conducting strategic planning. Strategic planning
techniques such as SWOT Analysis and PEST Anaysis consider the elements of a
firm’s internal and external environment in formulating business plans and
decisions, SWOT analysis is primarily used to analyze the microenvironment,
while PEST analysis is used to address the firm’s macroenvironment.

What is SWOT ANALYSIS?

SWOT Analysis is a technique that identifies

the Strengths and Weaknesses of a company, as well
as Opportunities and Threats it faces. In conducting
this analysis, it is imperative to note the strengths and
weaknesses are part of the company’s internal
environment, while opportunities and threats are part
of its external environment.

SWOT Analysis was first tested by Albert

Humprey (1926-2005), an American Business and
Management Consultant while doing a Research
Project at Stanford Research Institute in the 1960’s and 1970’s.

Strengths

Strengths include company’s attributes that

give a competitive edge over others. The strengths
of a company contribute to its good performance
and a positive reputation in the business scene.
Strengths may include being a market leader,
having a good brand image, providing quality
products and services, and having good reputation
in the business. Other strengths include good credit

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standing, competent and highly skilled staff, excellent distribution channels, outstanding
communication and network system, and a good number of patents.

Weaknesses

Weaknesses are attributes of a

company that need to be improved or
changed. These attributes may hinder the
company’s growth and performance.
Examples of weaknesses are lack of access to
technology, limited distribution and channels,
poor location, lack of facilities and equipment,
and poor transportation system.

Opportunities

It refers to factors or events that can give

positive impact to the company if properly
addressed. Opportunities come in different
forms like new markets, potential profits,
additional sources of raw materials, increased
purchasing power of consumers, better
locations, and new users/consumers.

Threats

Threats are external factors which my

negatively impact the company. These are trends,
changes, or movements over which the company
has no control but should be addressed to
maintain its status in business. Some examples
are increase in the price or resources, entry of
new competitors and high inflation rates.

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 After conducting the SWOT Analysis, a company can formulate strategies using the matrix
below.

INTERNAL/EXTERNAL OPPORTUNITIES (External) THREATS (External)

STRENGTHS (Internal) Strengths-Opportunities Strengths-Threats (ST)
(SO) Strategies Strategies
Which of the company’s How can the strengths be used
strengths can e used to take to minimize the threats that
advantage of the opportunities were identified?
identified?
WEAKNESSES (Internal) Weaknesses-Opportunities Weaknesses-Threats (WT)
(WO) Strategies Strategies
How can the identified How can the weaknesses be
opportunities be used to minimized to avoid the
address the company’s impending threats identified?
weaknesses?

SWOT Analysis is a quick and easy technique in analyzing business situations. It is a

versatile tool that can be applied at different levels of the company. One can conduct SWOT analysis
for the entire company. Or just focus on one department or business operation. SWOT Analysis is
more effective if managers use clear and accurate data and analyze the factors in an objective manner.
Its main advantage is that it enables managers to understand their business better, particularly in terms
of how the company’s internal environment aligns with the external environment. It helps the
company figure out its advantage in the industry or in the market. This technique, however, is not
very effective when dealing with more complicated issue and factors that cannot be clearly assigned
to only one category. Such factors may be both considered a strength and a weakness.

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 VI. Practice Tasks
Show that you have learned something by doing this activity.

Read the article below and answer the questions that follow.

Jollibee is the largest fast food chain in the Philippines, with over 1,150 stores nationwide. A
dominant market leader in the Philippines, Jollibee enjoys the lion’s share of the local market that is
more than all the other multinational brands combined. The company has also embarked on an
aggressive international expansion plan in Vietnam, Brunei, Hongkong, Singapore, Macau, Malaysia,
US, Canada, Saudi Arabia, UAE, Qatar, Kuwait, Bahrain, Oman, Italy and the United Kingdom.

A company that values family

Jollibee was founded by Tony Tan and his family with its humble beginnings as an Ice Cream Parlor
which later grew into an emerging global brand. At the heart of its success is a family-oriented
approach to personnel management, making Jollibee one of the most admired employers in the region
with an Employer of the Year Award from the Personnel Management Association of the Philippines,
Best Employer in the Philippines Award from Hewitt Associated and a Top 20 Employer in Asia
citation from the Asian Wall Street Journal.

Aside from promoting a family oriented work environment, the brand’s values also reflect on their
advertising and marketing. Jollibee knows their target audience very well: the traditional family and
all communication materials focus on the importance of family values, making Jollibee the number
one family fast food chain in the Philippines and a growing international QSR player.

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A Well-Loved Brand
Customer satisfaction has always been key to Jollibee’s success. Never losing sight of its goals,
Jollibee has grown to be one of the most recognized and highly preferred brands in the Philippines.
Now the market leader among fast food chains in the Philippines, claiming a market share that totals
to more than half of the entire industry.

Great tasting products and quality systems

Jollibee’s growth is due to its delicious menu line-up – like its superior-tasting Chickenjoy, mouth-
watering Yumburger and Champ hamburger, and deliciously satisfying Jollibee Spaghetti -ably
complemented with creative marketing programs, and efficient manufacturing and logistics facilities.
It is made possible by well-trained teams that work in a culture of integrity and humility, fun and
family-like. Every Jollibee outlet welcomes customers with a clean and warm in-store environment
and friendly and efficient service.

And it is this tried and tested formula of delivering great-tasting food, adherence to world class
operating standards and the universal appeal of the family values the brand represents that are driving
the expansion of Jollibee both locally and in the overseas market.

Widest store network in the Philippines and an emerging global player

Jollibee is the largest fast food chain in the Philippines, operating a nationwide network of more than
750 stores. A dominant market leader in the Philippines, Jollibee enjoys the lion’s share of the local
market that is more than all the other multinational brands combined. The company has also
embarked on an aggressive international expansion plan, and currently has 80 stores outside the
Philippines-USA (26), Vietnam (32), Brunei (11), Jeddah (7), Qatar, Hong Kong, and Kuwait (1
each), firmly establishing itself as a growing international QSR player.

Practice Task #1 Fill Me In

Instruction: After reading the article, identify 3 strengths and 3

weaknesses of Jollibee Corporation. List your answers below.

1. 1.

2, 2,

3. 3.

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Process Questions:

1. How were you able to identify the strengths and weaknesses? What was your basis?

2. Which among the Strengths of Jollibee is the most observable in almost all their stores? Explain

3. Which among the weaknesses must be immediately addressed? Explain

4. Pick one from the weaknesses and provide a possible way of overcoming it.

Rubrics:

Content Grammar
5 You were able to cite 3 correct You committed no or minimal
descriptions of Jollibee grammatical error in the output
Corporation under S and T
3 You were able to cite 1-2 You committed two (2) to three
correct descriptions of Jollibee (3) errors in the output
Corporation under S, T, O and
W.

Practice Task #2 Try Your Best

Jollibee is one of the most loved fast food stores here in the
Philippines. But just like any other big companies, they also
experience great loss in sales during this pandemic. Using the
knowledge you gained from the lesson, identify there (3) possible
Opportunities and three (3) Threats facing Jollibee Corporation
today. Place your answers below

1. 1.

2, 2,

3. 3.

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Guide Questions:

1. What factors did you consider in identifying opportunities? Threats?

2. Which among the opportunities identified you think can best increase sales of Jollibee?
Explain.
3. Which among the Threats identified you think will bring great loss to the company? Explain

Practice Task #3 How Proficient I am

LET US ASSESS!

Guide Questions:
1. Which part of the activities was difficult to answer? Why?
2. Which part of the activities was easier to answer? Why?
3. Give one possible solution to one of the threats identified.
4. After making such assessment, what advise can you give to Jollibee to
improve their service?
5. How important is the scanning tool specifically SWOT analysis in the
success of a business?

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 VII. Post Test

Family is the basic unit of the society. And it

contributes to the improvement of a certain community. In
this activity, your task is to assess your own family using
SWOT Analysis

Strength/weakness Family strengths Family weaknesses

1. 1.
Opportunities/threats 2. 2.
3. 3.

Opportunities to Local How will you use the family How will you use the family
Community strength to take advantage of weaknesses to take advantage
1. the opportunity? of the opportunity?
2.
3
Threats to Local Community How will you use the family How will you minimize the
1. strength to avoid or minimize family weaknesses to avoid or
2. the threats? lessen the threats?
3.

A. Instruction: Plot the family strength and weaknesses and the opportunities and strengths in your
local community.

Rubrics:

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 Points Content Grammar
5 You were able to cite 3 correct You committed no or minimal
Family S, W, O and T grammatical error in the output
3 You were able to cite 1-2 You committed two (2) to three
correct Family S, W, O and T (3) errors in the output

B. Multiple Choice

1. It is popular scanning tool used to evaluate the internal and external environment.
a. PEST Analyis c. BCG Matrix
b. SWOT Analysis d. Focus Group Discussion
2. It refers to situations in the form of products or services that must be exploited because of their
potential in terms of profit and growth
a. Weaknesses c. Threats
b. Opportunities d. Strength
3.Jollibee is the leading food chain the country which is known for delicious menu line-up, creative
marketing programs, clean and friendly in-store environment, and efficient service. This feature of
Jollibee is an example of
a. Threat c. Strength
b. Opportunity d. Weakness
4. Jollibee was able to capture the heart and soul of all its Filipino consumers not only in the
Philippines but even abroad. That is why there are several branches of Jollibee abroad to also cater the
needs of our “Kababayans” working abroad. This feature of Jollibee is an example of
a. Threat c. Strength
b. Opportunity d. Weakness
5. Why is SWOT important in scanning business environment?
a. It helps business to spot the opportunities and red flags of a significant threats
b. It evaluates the internal environment of a certain organization by identifying their strong and poor
attributes that they can use to design a strategic plan for their business.
c. It provides an organization about clear view of its strength that they can use to meet its objectives,
highlights weakness and provides chance to reverse them, showcase possible opportunities ahead and
avoid possible threats.
d. It is a framework created to evaluate the strategic position of the business brand portfolio and
potential.

VIII. Assignment/Additional Activities

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Activity: Success Plan

Success is the achievement of desired visions and being fulfilled, happy, safe, health and
loved. Using SWOT analysis, identify you 3 short-term plans and 3 long-term plans in your life
(career, education, family, goal, skill).

Strength Weakness Opportunity Threats

Long-term Plans
1
2
3
Short-term Plans
1.
2.
3.

Rubrics:

Content Grammar
5 You were able to use SWOT Your group committed no or
Analysis in identifying three minimal grammatical error in
(3) Long and Short term Plans the output
3 You were able to use SWOT Your group committed two (2)
Analysis in identifying two (2) to three (3) errors in the output
or less Long and Short term
Plans

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INTERNAL
IX. Answer Key
THREATS STRENGTHS
WEAKNESSES
OPPORTUNITIES

Practice Task #1

Practice Task#2 Promote family Value  High Employee Turn-Over

 Delicious Menu Line-up  Difficult in selecting goof
 Efficient and Customer- franchise partners
Friendly Service  Lack of brand presence
oversees as compared locally

 Known Worldwide  Rivalry between Jolllibee and

 First Food Service to be Listed Mc Donalds
in Stock Exchange  Health Issues in Fast Food
 Received extensive training to Products
EXTERNAL maintain corporate values of
integrity and humility
 The report that Jollibee had
been using earthworms in its
beef patties

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Post Test Key
A.

Strength/weakness Family strengths Family weaknesses

1. Good Communication 1. Disorganized
Opportunities/threats 2. Commitment 2. Dishonesty
3. Respect 3. Unemployment

Opportunities to Local How will you use the family How will you use the family
Community strength to take advantage of weaknesses to take
1. Livelihood programs the opportunity? advantage of the
2. Clean and Green Program 1. By having good opportunity?
3. Bayanihan communication, commitment 1. Livelihood programs can be
and mutual respect, any used as an advantage of
programs and project by the families who has problems
local government will be a with unemployment.
success because of the support 2. By promoting Clean and
coming from the families Green Program, each family
will be forced to care for their
environment, be organized and
responsible.
Threats to Local Community How will you use the family How will you minimize the
1. Gossip strength to avoid or minimize family weaknesses to avoid or
2. Unsafe environment the threats? lessen the threats?
3. Lack of Safe Water for 1. Through mutual respect, 1. Educate locals on livelihood
Drinking each member of the programs and clean and green
community will learn to avoid environment.
gossiping or bad mouthing
their neighbors.
2. If the Barangay Council is
committed with their goal of
improving their area, they will
initiate ways or projects to
ensure environment safety and
Clean Drinking Water for the
people
B. Multiple Choice

1B

2B

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3C

4B

5C

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