2 workbooks
Planning ORGANIZATION
Level 3
Agenda
What is organizational planning
Purpose of planning organization
Planning process
Organizational planning theory
Risk analysis
Recap
Questions
Delegates to go through the agenda
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Definition
Organizational planning is the continuous process of systematically making plans, organizing the activities, and monitoring outcomes.
Systematic process to identify objectives, activities to achieve them, and strategies to monitor progress.
Implementing organizational plans to achieve the business goals is the ultimate necessity of planning.
Planning organization is a crucial step towards effective coordination for all systems in organizational setting
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Why We Do Organizational Planning?
Establish clear organization’s mission and vision
Practice effective leadership and management
Build on organization’s strengths
Identify weaknesses and ineffective work processes
Maintain a balance between relationships, processes, and results
Respond to opportunities and emerging issues
The purpose of planning organization
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Steps of Planning
Organizational planning is a systemic process, involving five steps.
Develop strategic goals
Translate strategic goals into a tactical plan
Establish operational plans
Implement execution strategy
Monitor and adjust progress
Planning process from initiation to completion.
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Planning Activity
Delegates to participate in a mock-up planning activity
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Develop a Strategic Plan
Identifying short-term and long-term goals
Align goals with organization’s visions and culture
Establish human resource plans and build strong teams
Planning organization involves the development of a strategic plan, encompassing organization’s values, culture, and mission.
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Establish Tactical Plans
Ensure strategic plans align the SMART goal framework
Tactical plans must reflect the available resources and short-term goals
Tactical plans highlight the essence of SMART goals.
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Create Operational Plans
Operational plans focus on practice-based activities and measures used to achieve tactical plans.
Employee training, recruitment, team development, resource availability assessment include operational planning.
Operational planning helps organization to
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Execute Plans
Execute both operational and strategic plans based on priority and business objectives
Human resources play a major role in executing plans
Stronger teams and collaboration is an added advantage
Continuous risk analysis helps to identify alternative work processes
Execution of plans highlight the activities, resources, and project timelines.
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Monitor Progress
Monitoring helps to assess the effectiveness of work processes and overall planning process.
Identify and implement new work processes to increase efficiency and productivity
Monitor progress to identify alternative to the effective work processes
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Theory
Contingency Approach To Organizational Planning
Make decisions is contingent (dependent) upon the internal and external situations.
Planning should always envision new challenges and adopt new approaches to solve the emerging problems
Contingency organizational theory
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Risk Analysis
Using a comprehensive root cause analysis to identify the ineffective systems
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How Planning Organization Challenges Ineffective Work Processes
Planning helps to ensure the right inputs are present to facilitate desired output.
Focuses on equipment, procedure, people, and performance indicators
Organizational planning defines the who, how, which, and what, of work process.
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Activity
Delegates to explore the relationship between work processes and planning, including actions, workflows, and systems.
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How Planning Organization Offers Constructive Alternatives
Planning include listing the best approaches to achieve the set goals.
Failure of or effectiveness necessitates the selection of an alternative from the listed methods.
Planning is continuous and enables managers to learn new approaches and skills to perform specific activities.
Managers use different tools and strategies to identify alternatives
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Delegates to explore the various ways to identify alternatives using contingency planning process
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How Planning Organization Ensures Effectively Monitoring And Evaluating Progress
Set goals and targets are assessed on the basis of the progress outcomes
Each stage or process include specific milestones that can be measured and evaluated
Planning anticipates possible challenges
Risk analysis models help to evaluate the progress
Planning organization include effective monitoring and evaluating strategies to assess the progress of the organization in terms of goal achievement
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Recap
Organizational planning has a massive effect on all team members involved, and some of those can be to your company’s benefit or to their detriment.
It is crucial to modify organizational plans to reflect the prevailing needs and changes.
Operational planning focuses on implementation of work processes.
Monitoring the progress of organizational planning ensures timely address to the identified challenges.
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Questions
What are the implications of changing operational plans on the long-term business goals?
What other models or approaches can be applied to identify ineffective work processes?
What is the role of technology in addressing the planning challenges?
Delegates to ask questions regarding the presentation
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