Project - 4 Powerpoints + 4 Workbooks (for a Trainer/Coach in a retail business )

PlanningandOrganzingL2PPT.pptx

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Planning And Organizing

Level 2

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Welcome all delegates to their workshop.

Communication Listening to others and communicating in an effective way to encourage open communication.

Customer Orientation Anticipates and meets the needs of both internal and external customers in a friendly, prompt and professional manner. Demonstrates the willingness and ability to give priority to customers, while delivering and maintaining high standards of quality and service.

Planning & Organizing Defining tasks and milestones to achieve objectives, whilst ensuring the optimal use of resources.

Influence & Dependability Persuades others, using different approaches, in order to gain support for a course of action to be adopted and to accept recommendations, cooperation and/or behavior change.

Team Working Working collaboratively with others to achieve common goals and positive results.

Integrity & Honesty Behaves in fair, and ethical manner showing consistency in words and actions, even when no one else is around. Sets an example of high standards of integrity and honesty through demonstrated performance.

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Behaviour competencies topics process and contents.

Agenda

What is a planning

Thinking and Planning tree

Planning Strategies

SWOT analysis

Goal-Setting Theory

Tactics/Implementation

RACI Chart

WRITING THE BUSINESS PLAN

Recap & Close

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Go through the Agenda.

Focus on Solutions, not Problems!!

When NASA began the launch of astronauts into space, they found out that the pens wouldn’t work at zero gravity (Ink won’t flow down to the writing surface). In order to solve this problem, they hired Andersen Consulting (Accenture today). It took them one decade and $12 million. They developed a pen that worked at zero gravity, upside down, underwater, in practically any surface including crystal and in a temperature range from below freezing to over 300 degrees C.

And what did the Russians do……………………………??

The Russians used a Pencil !!!

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Go through the focus on Solution.

Delegates to understand the thinking is different and able to understand why planning is important

Focus on Solutions…

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Delegates understands is planning safe efforts and money just if we planning goods.

What is a Planning and Organizing?

Planning is focused on business target intermediate goals required to reach the results.

They may cover the development employee’s abilities, daily, weekly or monthly tasks, a new service, a new IT system, a restructuring of finance, the refurbishing of a store or a restructuring in the organization.

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Trainer explaining what is planning and how effect on develop employees abilities.

Thinking and Planning Tree

Analysis

Objective setting

Strategies

Tactics

Implementation/ budget

Control

Why Some Organizations Fail

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Trainer explain 6 keys for planning thinking used before and during planning implementation.

Planning Strategies

Proactive

Alter demand to match capacity

Reactive

Alter capacity to match demand

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Tow types of Planning

Proactive when we know the direction of company and very things work smoothly, we can use this way in our strategy plan

Reactive When something happen accidently like corona pandemic …

ACTIVITY

Video

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https://www.youtube.com/watch?v=pVIlVvnJg2M

Arabic sessions

https://www.youtube.com/watch?v=UEyWSkue1jE

English Sessions

Planning Strategies

SWOT strategies

Growth strategies

Competitive strategies

Defensive Strategies

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Four types of Strategy planning we talk about SWOT deeply in this session.

Weakness	Strength
Threats	Opportunities

SWOT analysis

Matching & Conversion are 2 major strategic options from a SWOT analysis.

To match the strengths to the opportunities & to convert the weakness & threats to strengths & opportunities.

Conversion

Matching

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Delegates understand the SWOT analysis to build plan.

And how to converts and Matching the Weaknesses and Threats to Opportunities and the opportunities strengths

ACTIVITY

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Four Questions that Guide Strategic Choices

WHAT MIGHT

WE DO?

(external opportunities

and threats)

WHAT CAN

WE DO?

(strengths and

weaknesses)

WHAT DO WE

WANT TO DO?

(organizational and

individual values)

WHAT DO OTHERS

EXPECT US TO DO?

(stakeholder

expectancies)

STRATEGY

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Delegates will understand before writing plan, you have to answer these four questions that will directed and guide your plan.

Goal-Setting Theory

Goals tell an employee what needs to be done and how much effort is needed.

Evidence suggests:

Specific goals increase performance.

Difficult goals, when accepted, result in higher performance than do easy goals.

Feedback leads to higher performance than does non-feedback.

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Edwin Locke’s goal-setting theory proposed that intentions to work toward a goal are a major source of work motivation. Goals tell an employee what needs to be done and how much effort is needed.

Evidence strongly suggests that specific goals increase performance, and that difficult goals, when accepted, result in higher performance than do easy goals. Also, people will do better when they get feedback on how well they are progressing toward their goals. Self-generated feedback is more powerful a motivator than externally generated feedback.

Goal Setting should be SMART

S Specific

M Measurable

A Achievable

R Realistic

T Time related

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Trainer Explain each SMART goals and that setting the goals

SMART Goal Setting

Specific :

Set a goal that is specific enough to be accomplishes

Your goal must answer questions like WHO, WHAT, WHERE, WHEN, and WHY.

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SMART Goal Setting

Measurable:

How can you measure progress and how if you succeeded?.

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SMART Goal Setting

Achievable:

Are you capable of achieving this goal?

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SMART Goal Setting

Realistic:

how dose the goal is aligned with your objectives? Is it worthwhile? and is it the right time?

Why am I setting this goal? And describe how you will know when your goal has been met.

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SMART Goal Setting

Time related:

What is the deadline and is it realistic?

How long will this goal take to be completed?

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ACTIVITY

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Trainees using handout and select goals and right the details of SMART goal

Tactics / Implementation

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Let us think out of the box

Draw 4 lines that connect the 9 boxes without removing your pen or without writing over a previous line

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Trainees using hand out to thinking how solve this practise

ACTIVITY

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Trainees using hand out to thinking how solve this practise

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When needs are analysed, and goals are set and action plans have been developed, the second step calls for implementation—carrying out the plan and regularly assessing its progress.

Implementation

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Delegates understand after are analysed, and goals are set and action plans have been developed, the second step is implementation.

RACI Chart

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Responsible: This team member does the work to complete the task. Every task needs at least one Responsible party, but it’s okay to assign more.

Accountable: This person delegates work and is the last one to review the task or deliverable before it’s deemed complete. On some tasks, the Responsible party may also serve as the Accountable one. Just be sure you only have one Accountable person assigned to each task or deliverable. Consulted: Every deliverable is strengthened by review and consultation from more than one team member. Consulted parties are typically the people who provide input based on either how it will impact their future project work or their domain of expertise on the deliverable itself.

Informed: These team members simply need to be kept in the loop on plan progress, rather than roped into the details of every deliverable.

ACTIVITY

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Trainees using handbook to applying CRAI

Formulate The Business Plan

Tips on formulating the business plan:

Be flexible early in the process and keep it fluid, don't commit too early. Expect your first plan to be provisional and subject to revision.

Do you have experience or expertise gives you the right to an opinion?

Identify your potential deal killers: fatal variables

Clearly identify what you see as the key drivers of success.

Raise money only in sufficient amount to finance the experiment, with a cushion for contingencies.

Delay hiring key managers until you initially have a stable business model.

Test and refine your business model before expanding your operations.

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Formulate your Business Plan Donald N. Sull, associate professor of management practice at the London Business School, in an article in the MIT Sloan Management Review, offers some practical suggestions on managing inevitable risks while pursuing opportunities. Here is a summary of his suggestions on how to formulate your business plan:

Writing The Business Plan

BEFORE WRITING THE BUSINESS PLAN:

1-Identify the type of Business Will the business be in retail, wholesale, services, manufacturing or in project management.

2-Identify the problem statement Determine what is useful for your customers is to identify and describe the problem that your business will solve.

3-DO A PROPER BUSINESS DESCRIPTION. Choices you make in your business description will affect the amount of money

you’ll need to start or expand and how much sales revenue you can expect.

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Delegates understand what points need preparing before writing plan

Writing The Business Plan

DO'S:

Prepare a complete plan

Do research

Present your plan in an attractive way

Get attractive advice

Spell out Strategies

Spell out Strengths and Weaknesses

Cash-Flow projections

Modify the plans frequently

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Delegates have to know what they have to do when plan is writing.

DONT'S:

Be optimistic (on the high side) in estimating future sales, and on the low side) in estimating future costs.

Disregard weaknesses in your plan. Spell them out.

Stress long-term projections. Better to focus on projections for your first year.

Depend entirely on the uniqueness of the business or the success of an invention.

Project yourself as someone you're not. Be brutally realistic.

DONT'S ..cont.:

Be everything no one man show

Proceed without adequate financial and accounting know-how.

Base your business plan on a wonderful concept. Test it first.

Skip the step of preparing a business plan before starting

Writing The Business Plan

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Delegates have to know what don’t have to do it when plan is writing.

Writing The Business Plan “The Content”

EXECUTIVE SUMMARY

GENERAL COMPANY DESCRIPTION

PRODUTS AND SERVICES

MARKETING PLAN.

OPERATIONAL PLAN.

cost

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To be able to write a complete business plan,

one has to follow a certain order to compile all

the information needed. In the template provided, the order in which the topics, that needs

to be explained, are clearly set out. These topics

should contain the most important information

needed for anybody to understand the potential

of a business.

Parts of the Business Plan

Name of Brand / mall & Plan Board members, Explain the fundamentals of the proposed business:

. General Company Description:

What business will you be in and what you hope to be in the Future? (Vision)

What will you do? (Mission Statement)

Company goals and objectives

Business Philosophy: What is important to you in business? (Value Statement)

To whom will you market your products? (Mission)

Describe your most important company strengths and core competencies.

What factors will make the company succeed? (ST in SWOT)

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PEST Political, Economic, Social and Technological

Basically, a PEST analysis helps you determine how these factors will affect the performance and activities of your business in the long-term. It is often used in collaboration with other analytical business tools like the SWOT analysis and Porter’s Five Forces to give a clear understanding of a situation and related internal and external factors

Parts of the Business Plan

3. Products Or Services:

Describe in depth your products or services.

What factors will give you competitive advantages or disadvantages? Examples include level of quality or unique or proprietary features. (O & T in SWOT)

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Parts of the Business Plan

4. Marketing plan: (Analysis & Strategy)) When doing market research, one must clearly understand why this is done:

Does the market need a service/product you will be marketing?

How & Who will you do this market research?

Which resources will you use to do this market research?

a) Economics: Facts about your Industry (PEST )

Products: Features and Benefits

Customers

Competition (Porters 5 forces)

Strategy “outline a marketing strategy that is consistent with your niche”

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PEST Political, Economic, Social and Technological

Porters 5 Forces

1. Competition in the industry

2. Potential of new entrants into the industry

3. Power of suppliers

4. Power of customers

5. Threat of substitute products

Action Plan

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ACTIVITY

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Why Some Organizations Fail

Too much emphasis on short-term financial performance

Failing to take advantage of strengths and opportunities

Neglecting operations strategy

Failing to recognize competitive threats

Too much emphasis in product and service design and not enough on improvement

Neglecting investments in capital and human resources

Failing to establish good internal communications

Failing to consider customer wants and needs

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