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SCREENING IDEAS

Any system for the management of a technical group must provide in some
way of project initiation, selection, evaluation, and periodic view.
Of all the projects considered, those that have the highest effective payoff to
the organization with budget, manpower, and other limitations should receive
the necessary effort.
QUESTIONS TO BE ANSWERED FOR A SUCCESSFUL PROJECT
Support company objective?
Satisfy a need?
Be Implementable?
Be Profitable?
TYPES OF PLANNING
Meaningful overall plan must contain all three dimensions
-what are we going to do?
-when will we do it? & how long will it take?
-and how much will it cost?
Plans can be categorized relative to the planning of horizon or calendar time
-long-range plan (5, 10, or 20 years)
-annual plan (next year)
-current operational plans
Ways of developing plan
-conference planning
-directive planning
-Bottom-up
- top-down planning
CONFERENCE PLANNING
Based on committee approach, whereby a group of cognizant individuals
collectively considers the problems of the future and collectively decides on a
future course.
Opinions, feelings, and joint participation are highly stressed.

DIRECTIVE PLANNING
Almost all of the major decisions relative to the future are made by a single
individual.
The plans are then communicated to subordinates for implementation.
Usually associated with a highly authoritarian method of leadership or
management.
This method is almost the direct opposite of conference planning.
BOTTOM-UP PLANNING

Plans are first generated at the bottom of the organization and then passed
up through the various level of management; each level consolidates and
integrates the plans submitted to it.
Based on what is available and what can be done with what already exists.

TOP-DOWN PLANNING
Major goals are set by the top level of the management and passed down the
hierarchical levels.
At each level of management, plans are made as to how to accomplish those
goals.
Based largely on intelligence as to what is necessary and what is possible to
accomplish.
TYPES OF BUDGETS
Expense budget
-covers salaries, material, and minor tools needed for planning period.
Capital budget
-covers major facility or equipment acquisitions.
RESPONSIBILITY FOR PLANNING
Planning is everybodys business and not just the responsibility of some
central group.
Planning is the basic tool for gathering, integrating, interpreting, and
disseminating available information with respect to objectives, manpower,
materials, facilities, cost, and schedules.
We are engineers here, we must think! We must PLAN!
ACHIEVING BALANCED PROGRAM
Determining how much effort to put into the solution of present problem
areas and how much effort to put on problems of the future is one of the
enormous confronting the technical manager
There is no point at all in solving tomorrows problems if the parent
organization should fail before tomorrow comes.

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