Planning process

Steps:

  1. Define your objectives
  2. Determine where you stand with regard to your objectives
  3. Determine how your objectives fit within future conditions
  4. Analyze and choose your methods of acting upon your objectives
  5. Implement plan and evaluate results

Types of plans

Strategic plans

  • Long term - 3+ years
  • Top level management
  • Organizational perspective

Tactical plans

  • Intermediate term - 1 to 2 years
  • Middle management
  • Departmental perspective

Operational plans

  • Short term - less than 1 year
  • Low level management
  • Individual perspective

Types within this

Single use plans

  • Budgets
  • Schedules

Standing plans

  • Policies
  • Rules
  • Procedures

Planning tools & techniques

  • Forecasting
  • Identifying alternative action courses
  • Scenario planning
  • Benchmarking
  • Dedicated planners
  • Participation & involvement of involved parties

Pros & cons to planning

Pros

  • Improved focus & flexibility
  • Increased focus on action
  • Increased coordination
  • Improved time management
  • More control

Cons

  • Being out of touch
  • Inflexible
  • Tunnel vision on objectives
  • Potential for dishonesty due to pressure in attaining planned objectives

Controlling

Planning sets the direction, controlling ensures the results.

  • Strategic control - Overall mission of the firm
  • Tactical control - How departments fit within the mission
  • Operation control - Ground level

Methods of controlling

  • Compensation & benefits
  • Discipline
  • Operational control - focus on efficiency

Types of control

  • Bureaucratic - Top down hierarchy of authority
  • Decentralized - Organic and flat structure of authority

Charachteristics of effective control stytems

  • Linked to strategy
  • Rational & accurate
  • Acceptable
  • Flexible
  • Add cost-effectiveness
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