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PLANNING
PLANNING is the process of setting
objectives and determining how to
accomplish them.


       Planing creates a solid platform for other
       management functions

       Planning sets the stage for the others by
       providing sense of direction
Importance of Planning

                       Planning to set direction

                       •Decide where you want
                               to go ?
                         •Decide how to best
                             go about it?
  Organising –                                        Leading–
to create structures        Controlling –          to inspire effort
                           To ensure results
                        •Measure performance
                        •Take corrective action
Purposes of planning

1)   Planning provides direction
2)   Planning reduces uncertainty
3)   Planning minimises waste and redundancy
4)   Planning establishes goals or standards
     that are used for controlling.
Goals and Plans
• Goals
  Desired outcomes for individuals, groups, or
  entire organisations
• Plans
  Plans are documents that outline how goals
  are going to be met including resource
  allocations, schedules and other necessary
  actions to accomplish that goals
Planning Process
•   Perception of opportunities
•   Define your Objectives
•   Develop premises regarding future conditions
•   Identification of alternatives
•   Evaluation and choose amoung alternatives
•   Formulation of supporting plan
•   Implement the plan and evaluate the results
Benefits of Planning
•   Planning improves Focus and flexibility
•   Planning improves action orientation
•   Planning improves coordination
•   Planning improves time management
•   Planning improves Control
Types of Plans
1) By their Breadth
   Strategies and Operational Plans
  (Tactical Plans)
2) Time frame
   Short term and Long term plans
Types of Plans
3) Specificity
  Directional and specific plans
4) Frequency of use
  Single use and Standing
P   • Strategic Plans
l      Plans that apply to the entire organisation,
      establish the organisation’s overall goals,
a     and seek to position the organisation in
n     terms of its environment.
s   • Operational Plans
       Plans that specify the details of how the
      overall goals are to be achieved
• Long term Plan
P     Plans with a time frame beyond three years
l   • Short Term Plans
a     Plans covering one year or less
    • Specific plans
n     Plans that are clearly defined and that leave no
s     room for interpretation
      (Specific procedures,Schedules of activities)
    • Directional Plans
      Plans that are flexible and that set out general
      guidelines
      ( Used When uncertainity is high)
• Single Use plans
P
      A one time plan specifically designed to
l     meet the needs of a unique situation.
a   • Standing Plans
n     Ongoing plans that provide guidance for
s     activities performed repeatedly
      Eg : Policies, Rules and procedures.
Hierarchy of plans

            Purpose
               or
            Mission

           Objectives

           Strategies

            Policies

      Rules and Procedures

     Programmes or projects

            Budgets
Planning Tools and Techniques

• Environmental Scanning
• Forecasting
• Benchmarking
Environmental Scanning
  The screening of large amounts of
  information to anticipate and interpret
  changes in the environment
   Competitor Intelligence
   Environmental scanning activity that
  seeks to identify who competitors are,
  what they are doing, and how their actions
  will affect the organisation
Forecasting
         Prediction of outcomes



• Quantitative forecasting
• Qualitative forecasting
• CPFR ( Collaborative Planning, forecasting,
  and replenishment)
Benchmarking
    The search for best practices amoung competitors or non
    competitors that lead to their superior performance

                        Form a benchmarking
                           planning team

Prepare and implement                          Gather internal and
      action plan                                 external data

                    Analyse data to identify
                      Performance gaps

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Planning 6 9-07

  • 2. PLANNING is the process of setting objectives and determining how to accomplish them. Planing creates a solid platform for other management functions Planning sets the stage for the others by providing sense of direction
  • 3. Importance of Planning Planning to set direction •Decide where you want to go ? •Decide how to best go about it? Organising – Leading– to create structures Controlling – to inspire effort To ensure results •Measure performance •Take corrective action
  • 4. Purposes of planning 1) Planning provides direction 2) Planning reduces uncertainty 3) Planning minimises waste and redundancy 4) Planning establishes goals or standards that are used for controlling.
  • 5. Goals and Plans • Goals Desired outcomes for individuals, groups, or entire organisations • Plans Plans are documents that outline how goals are going to be met including resource allocations, schedules and other necessary actions to accomplish that goals
  • 6. Planning Process • Perception of opportunities • Define your Objectives • Develop premises regarding future conditions • Identification of alternatives • Evaluation and choose amoung alternatives • Formulation of supporting plan • Implement the plan and evaluate the results
  • 7. Benefits of Planning • Planning improves Focus and flexibility • Planning improves action orientation • Planning improves coordination • Planning improves time management • Planning improves Control
  • 8. Types of Plans 1) By their Breadth Strategies and Operational Plans (Tactical Plans) 2) Time frame Short term and Long term plans
  • 9. Types of Plans 3) Specificity Directional and specific plans 4) Frequency of use Single use and Standing
  • 10. P • Strategic Plans l Plans that apply to the entire organisation, establish the organisation’s overall goals, a and seek to position the organisation in n terms of its environment. s • Operational Plans Plans that specify the details of how the overall goals are to be achieved
  • 11. • Long term Plan P Plans with a time frame beyond three years l • Short Term Plans a Plans covering one year or less • Specific plans n Plans that are clearly defined and that leave no s room for interpretation (Specific procedures,Schedules of activities) • Directional Plans Plans that are flexible and that set out general guidelines ( Used When uncertainity is high)
  • 12. • Single Use plans P A one time plan specifically designed to l meet the needs of a unique situation. a • Standing Plans n Ongoing plans that provide guidance for s activities performed repeatedly Eg : Policies, Rules and procedures.
  • 13. Hierarchy of plans Purpose or Mission Objectives Strategies Policies Rules and Procedures Programmes or projects Budgets
  • 14. Planning Tools and Techniques • Environmental Scanning • Forecasting • Benchmarking
  • 15. Environmental Scanning The screening of large amounts of information to anticipate and interpret changes in the environment Competitor Intelligence Environmental scanning activity that seeks to identify who competitors are, what they are doing, and how their actions will affect the organisation
  • 16. Forecasting Prediction of outcomes • Quantitative forecasting • Qualitative forecasting • CPFR ( Collaborative Planning, forecasting, and replenishment)
  • 17. Benchmarking The search for best practices amoung competitors or non competitors that lead to their superior performance Form a benchmarking planning team Prepare and implement Gather internal and action plan external data Analyse data to identify Performance gaps