Professional Documents
Culture Documents
In the planning stage, managers establish organizational goals and create a course of
action to achieve them. During the planning phase, management makes strategic
decisions to set a direction for the organization. Managers can brainstorm different
alternatives to achieve the objective before choosing the best course of action. While
planning, managers typically conduct in-depth analysis of the organization’s current
state of affairs, taking into consideration its vision and mission and evaluating what
resources are available to meet organizational objectives. Managers may have to take
additional steps, such as seeking approval from other departments, executives or their
board of directors before proceeding with the plan.
Organizing
If the company’s brand manager works part time and the organization’s goal is to
launch a new advertising campaign for a product, the brand manager may not
take on the significant responsibility of managing the campaign besides their
regular duties. The company may hire an advertising agency to help with the
promotion of the product.
If a company’s sales in a geographic area have grown exponentially,
management may plan to split the territory in two and need to divide the current
team working in the territory and hire additional staff members as needed.
Leading
Managers usually incorporate different leadership styles and change their management
style to adapt to different situations. Examples of situational leadership styles include:
Directing: The manager leads by deciding with little input from the employee.
This is an effective leadership style for new employees who need a lot of initial
direction and training.
Coaching: The manager is more receptive to input from employees. They may
pitch their ideas to employees to work cooperatively and build trust with team
members. This style of leadership is effective for individuals who need managerial
support to further develop their skills.
Supporting: The manager decides with team members but focuses more on
building relationships within the team. This style of leadership is effective for
employees who have fully developed skills but are sometimes inconsistent in their
performance.
Delegating: The leader provides a minimum of guidance to employees and is
more concerned with the vision of the project than day-to-day operations. This
style of leadership is effective with employees able to work and perform tasks on
their own with little guidance. The leader can focus more on high-level goals than
on tasks.
Controlling
Controlling is the process of evaluating the execution of the plan and making
adjustments to ensure that the organizational goal is achieved. During the controlling
stage mangers perform tasks such as training employees as necessary and managing
deadlines. Managers monitor employees and evaluate the quality of their work. They
can conduct performance appraisals and give employees feedback, providing positive
remarks on what they are doing well and suggestions for improvement. They may also
offer pay raise incentives to high-performing employees.
done, how it is to be done and by whom it should be done”. In simple words we can say,
planning bridges the gap between where we are standing today and where we want to
reach. Planning involves setting objectives and deciding in advance the appropriate
course of action to achieve these objectives so we can also define planning as setting
Another important ingredient of planning is time. Plans are always developed for a fixed
given time period, formulating various courses of action to achieve them and then
selecting the best possible alternative from the different courses of actions”.
Features/Nature/Characteristic of Planning:
1. Planning contributes to Objectives:
absence of objective. After setting up of the objectives, planning decides the methods,
procedures and steps to be taken for achievement of set objectives. Planners also help
and bring changes in the plan if things are not moving in the direction of objectives.
machines and in one month only 80 washing machines are manufactured, then changes
function can be executed by the manager without performing planning function because
objectives are set up in planning and other functions depend on the objectives only.
For example, in organizing function, managers assign authority and responsibility to the
employees and level of authority and responsibility depends upon objectives of the
company. Similarly, in staffing the employees are appointed. The number and type of
Planning is required at all levels of the management. It is not a function restricted to top
level managers only but planning is done by managers at every level. Formation of
major plan and framing of overall policies is the task of top level managers whereas
departmental managers form plan for their respective departments. And lower level
managers make plans to support the overall objectives and to carry on day to day
activities.
never done for the past. All the managers try to make predictions and assumptions for
future and these predictions are made on the basis of past experiences of the manager
and with the regular and intelligent scanning of the general environment.
5. Planning is continuous:
Planning is a never ending or continuous process because after making plans also one
has to be in touch with the changes in changing environment and in the selection of one
best way.
So, after making plans also planners keep making changes in the plans according to the
requirement of the company. For example, if the plan is made during the boom period
and during its execution there is depression period then planners have to make
The planning function is needed only when different alternatives are available and we
choice because in planning function managers evaluate various alternatives and select
the most appropriate. But if there is one alternative available then there is no
requirement of planning.
For example, to import the technology if the licence is only with STC (State Trading Co-
operation) then companies have no choice but to import the technology through STC
only. But if there is 4-5 import agencies included in this task then the planners have to
evaluate terms and conditions of all the agencies and select the most suitable from the
It is mental exercise. Planning is a mental process which requires higher thinking that is
and predictions regarding future are made by scanning the environment properly. This
are evaluated and the most suitable is selected which again requires higher level of
intelligence. So, it is right to call planning an intellectual process.
Aim:
Any organisation should have definite aim. The aim should be clearly defined so that it
can guide and direct the activities of the enterprise. The main aim of a cooperative
organisation is to do service and to improve the economic conditions of members.
2. Objectives:
Webster’s Dictionary defines objectives as “that towards which effort is directed or end
of action or goal”. Hence objectives or goals may be described as the ends towards
organisation can have sub-objectives for each department or sections and they can be
3. Policies:
A policy is a verbal, written or implied basic guide that provides direction to a manager
for action. Policies guide the actions of an organization’s performance and its objectives
4. Procedures:
Procedures spell out the actions to be taken out in practice to achieve the organizations
Organizations have set procedures for procuring raw materials, recruitment of personnel
etc.
5. Methods:
Methods are work plans, since they provide the manner and order, keeping the
objectives, time and facilities available. Methods involve only one department and one
person. They contribute to the efficiency in working and help work planning and control.
Rules are different from procedures and policies. A rule requires a specific and definite
action be taken or not taken with respect to a situation. Rules do not allow any
discretion in their application. Also they do not allow any leniency to come in the way of
their application.
7. Budget:
planning and control element. Like the plan, budget is flexible, realistic and operates
respects:-
8. Programmes:
Programmes show the way and lay down procedure for activities to take place within a
time limit for accomplishing, the stated objectives. The constituents of a programme are
objectives, policies, procedures, rules, methods and resources to be made use for
concerns the direction in which human and physical resources will be deployed and
applied in order to maximize the chance of achieving a selected objective in the face of
difficulties”.
In corporate planning strategy serves as a master plan which the company adopts for
the realization of the objectives. It provides skill and judgment to the management to
predict and foresee what difficult and complex situations are likely to arise and they can
take timely action to avert them or at least to minimize the risk and uncertainty .
Planning is the first and most important function of management. It is needed at every
level of management. In the absence of planning all the business activities of the
organization will become meaningless. The importance of planning has increased all the
more in view of the increasing size of organizations and their complexities. Planning has
environment. In the absence of planning, it may not be impossible but certainly difficult
The following facts show the advantages of planning and its importance for a business
organisation:
(1) Planning Provides Direction:
Under the process of planning the objectives of the organisation are defined in simple
and clear words. The obvious outcome of this is that all the employees get a direction
and all their efforts are focused towards a particular end. In this way, planning has an
For example, suppose a company fixes a sales target under the process of planning.
Now all the departments, e.g., purchase, personnel, finance, etc., will decide their
In this way, the attention of all the managers will get focused on the attainment of their
objectives. This will make the achievement of sales target a certainty. Thus, in the
absence of objectives an organisation gets disabled and the objectives are laid down
under planning.
Planning is always done for future and future is uncertain. With the help of planning
possible changes in future are anticipated and various activities are planned in the best
possible way. In this way, the risk of future uncertainties can be minimised.
For example, in order to fix a sales target a survey can be undertaken to find out the
number of new companies likely to enter the market. By keeping these facts in mind and
Consequently, the problems of when, where, what and why are almost decided. This
activities.
Consequently, wastages moves towards nil, efficiency increases and costs get to the
lowest level. For example, if it is decided that a particular amount of money will be
required in a particular month, the finance manager will arrange for it in time.
In the absence of this information, the amount of money can be more or less than the
requirement in that particular month. Both these situations are undesirable. In case, the
money is less than the requirement, the work will not be completed and in case it is
more than the requirement, the amount will remain unused and thus cause a loss of
interest.
It is clear that planning selects the best alternative out of the many available. All these
alternatives do not come to the manager on their own, but they have to be discovered.
While making such an effort of discovery, many new ideas emerge and they are studied
In this way, planning imparts a real power of thinking in the managers. It leads to the
birth of innovative and creative ideas. For example, a company wants to expand its
business. This idea leads to the beginning of the planning activity in the mind of the
Should some branch be opened somewhere else for the existing or old product?
Should some new product be launched?
In this way, many new ideas will emerge one after the other. By doing so, he will
become habituated to them. He will always be thinking about doing something new and
creative. Thus, it is a happy situation for a company which is born through the medium
of planning.
Decision making means the process of taking decisions. Under it, a variety of
alternatives are discovered and the best alternative is chosen. The planning sets the
target for decision making. It also lays down the criteria for evaluating courses of action.
By determining the objectives of the organisation through planning all the people
working in the organisation and all the departments are informed about ‘when’, ‘what’
Standards are laid down about their work, time and cost, etc. Under controlling, at the
time of completing the work, the actual work done is compared with the standard work
and deviations are found out and if the work has not been done as desired the person
For example, a labourer is to do 10 units of work in a day (it is a matter of planning), but
actually he completes 8 units. Thus there is a negative deviation of 2 units. For this, he
the labourer responsible falls under controlling.) Thus, in the absence of planning
Knowledge of urban spatial structure or physical design and the way in which
cities work.
Ability to analyze demographic information to discern trends in population,
employment, and health.
Knowledge of plan-making and project evaluation.
Mastery of techniques for involving a wide range of people in making decisions.
Understanding of local, state, and federal government programs and processes.
Understanding of the social and environmental impact of planning decisions on
communities.
Ability to work with the public and articulate planning issues to a wide variety of
audiences.
Ability to function as a mediator or facilitator when community interests conflict.
Understanding of the legal foundation for land use regulation.
Understanding of the interaction among the economy, transportation, health and
human services, and land-use regulation.
Ability to solve problems using a balance of technical competence, creativity, and
hardheaded pragmatism.
Ability to envision alternatives to the physical and social environments in which
we live.
Mastery of geographic information systems (GIS) and office (presentation,
spreadsheet, etc.) software.
6. WHAT ARE THE STEPS IN PLANNING PROCESS ?
Establishing Objectives:
Establishing the objectives is the first step in planning. Plans are prepared with a view to
achieve certain goals. Hence, establishing the objectives is an important step in the
process of planning. Plans should reflect the enterprise’s objectives. Objectives should
clearly define as to what is to be achieved by policies, procedures, rules, strategies,
budgets and programmes. Plan must make sure that every activity undertaken
contributes to the achievement of objectives.
The objectives fixed must clearly indicate what is to be achieved, where action should
take place, who is to perform it, how it is to be undertaken and when it is to be
accomplished. That is, managers should be able to restate the objectives of the firm in
definite and clear terms that will motivate examination and evaluation of performance
against targeted performance in the plan. Objectives should be measurable.
i.
i. Prediction of general economic conditions.
i. Prediction of market conditions for a specific product or service dealt with by the
enterprise.
Keeping the general economic conditions in mind, a study of the industry is made. Then
the manager proceeds to make a study of his company’s share of the market.
Forecasting will reveal those areas where control is lacking. Planning will be reliable
when the forecast methods are accurate. Hence, the success of the planning depends
very much upon the forecasts.
Implementation of Plans
Implementation of plans is the final step in the process of planning. This involves putting
the plans into action so as to achieve the business objectives Implementation of plans
requires establishment of policies, procedures, standards, budgets, etc.
Planning and decision-making, organizing, leading and controlling are all interrelated.
Planning and decision making is the most important step of all managerial functions.
Management every time has to look for planning long-range and short-range future
direction by estimating and evaluating the future behavior of the relevant environment
and by determining the enterprise’s own desired role.
Plans have two basic components: goals and action statements. Goals represent an
end state the targets and results that managers hope to achieve.
Planning also required thinking about past events and future opportunities and
impending threats. The planning process finds organizational strengths and
weaknesses.
In the decision-making process, a manager identifies a specific situation and finds the
threats and opportunities that it offers.
Then the manager must find the available alternatives to tackle the situation.
After that, the managers must use their decision-making skills for selecting one path of
action. Decision making is the core of planning. Unless a decision has been made, a
plan cannot be implemented in the field.
Decisions can be made without planning but planning cannot be done without making
decisions. Planning can be defined as the process of selecting a future course of action.
Strategic Plans
To best understand the relationship between the different types of plans, let's start at
the top. Strategic plans are designed with the entire organization in mind and begin
with an organization's mission. Top-level managers, such as CEOs or presidents, will
design and execute strategic plans to paint a picture of the desired future and long-term
goals of the organization. Essentially, strategic plans look ahead to where the
organization wants to be in three, five, even ten years. Strategic plans, provided by top-
level managers, serve as the framework for lower-level planning.
Tommy is a top-level manager for Nino's Pizzeria. As a top-level manager, Tommy must
use strategic planning to ensure the long-term goals of the organization are reached.
For Tommy, that means developing long-term strategies for achieving growth, improving
productivity and profitability, boosting return on investments, improving customer
service and finding ways to give back to the community in which it operates.
For example, Tommy's strategic plans for achieving growth, improving productivity and
profitability and boosting return on investments are all part of the desired future of the
pizzeria. Strategic plans also tend to require multilevel involvement so that each level of
the organization plays a significant role in achieving the goals being strategically
planned for. Top-level managers, such as Tommy, develop the organizational objectives
so that middle- and lower-level managers can create compatible plans aligned with
those objectives.
Tactical Plans
Now that you have a general idea for how organizational planning evolves, let's look at
the next level of planning, known as tactical planning. Tactical plans support strategic
plans by translating them into specific plans relevant to a distinct area of the
organization. Tactical plans are concerned with the responsibility and functionality of
lower-level departments to fulfill their parts of the strategic plan.
For example, when Martha, the middle-level manager at Nino's, learns about Tommy's
strategic plan for increasing productivity, Martha immediately begins to think about
possible tactical plans to ensure that happens. Tactical planning for Martha might
include things like testing a new process in making pizzas that has been proven to
shorten the amount of time it takes for prepping the pizza to be cooked or perhaps
looking into purchasing a better oven that can speed up the amount of time it takes to
cook a pizza or even considering ways to better map out delivery routes and drivers. As
a tactical planner, Martha needs to create a set of calculated actions that take a shorter
amount of time and are narrower in scope than the strategic plan is but still help to bring
the organization closer to the long-term goal.
Operational Plans
Operational plans sit at the bottom of the totem pole; they are the plans that are made
by frontline, or low-level, managers. All operational plans are focused on the specific
procedures and processes that occur within the lowest levels of the organization.
Managers must plan the routine tasks of the department using a high level of detail.
Frank, the frontline manager at Nino's Pizzeria, is responsible for operational planning.
Operational planning activities for Frank would include things like scheduling employees
each week; assessing, ordering and stocking inventory; creating a monthly budget;
developing a promotional advertisement for the quarter to increase the sales of a certain
product (such as the Hawaiian pizza) or outlining an employee's performance goals for
the year.
Operational plans can be either single-use or ongoing plans. Single-use plans are
those plans that are intended to be used only once. They include activities that would
not be repeated and often have an expiration. Creating a monthly budget and
developing a promotional advertisement for the quarter to increase the sales of a certain
product are examples of how Frank would utilize single .
A few plans take several years to complete. It is interesting to note that about 15 years
had passed between the initial development of the Xerox electrostatic copier and its full-
scale commercial introduction.
Corporate (or long-range) planning involves all the departments of a company in the
context of assumptions about development in the market environment, etc., and,
therefore, the desirable development of new products and new areas of business. It
involves the assessment of external threats and opportunities and internal strengths and
weaknesses, and the evaluation of alternative strategies.
The basic question to be answered here is: What should we be doing now to help us
reach the position we want to be in five to ten years’ time? It is now widely agreed that
plans should reach far enough into the future to cover the subject under consideration.
The principle states that an organisation should plan for a period of time in the future
sufficient to fulfill the commitments of the organisation which result from current
decisions.
In the opinion of Boone and Koontz, planning must encompass a sufficiently long period
of time to fulfill the commitments resulting from current decisions. A long-range plan is
superimposed upon the foundations of short and intermediate-range plans, all attainable
within a specified time period.
The planning activities for each of the different time horizons do differ from organisation
to organisation. For example, the Jay Engg. Co. (P) Ltd., Calcutta, may view six months
as a relatively short planning period in planning major expenditures for new generating
facilities. The Maruti Udyog Ltd. has invested more than ten years in research activities
aimed at developing several new models of cars and jeeps.
But organisations also make use of other types of plans that are considered as one-shot
or single-use—that is, these are essentially non-recurring. Single-use plans refer to
certain predetermined courses of action which are developed for relatively unique, non
repetitive situations.
The decision of Indian Airlines to shift its head-quarter from Delhi to Mumbai required
numerous one-time plans. The most prevalent single-use plans are programmes,
projects, budgets and organisational plans.
Programmes:
A programme is basically a large-scale, single-use plan involving various (and often
numerous) interrelated activities. It specifies the objectives, major steps necessary to
achieve these objectives, individuals or departments responsible for each step, the
order of the various steps, and resources to be deployed (employed).
Projects:
A project is a single-use plan that is either a component of a programme or that is on a
smaller scale than a programme. The Underground Railway Project of Calcutta was
originally divided into numerous specific sub-programmes. The sub-programmes were,
in their turn, then divided into specific projects. Each project was then assigned to a
contractor for completion.
Budgets:
A budget is simply a statement in quantitative and usually financial terms of the planned
allocation and use of resources. It can be defined as a financial plan listing in detail the
resources or funds assigned to a particular programme project, product or division.
Strategic Planning:
The implementation of an organisation’s objectives is known as strategic planning. It
can be defined as “true process of determining the major objectives of an organisation
and the adoption of resources necessary to achieve those objectives.”
That is, deciding on the best way to get the intended product and/or service to the
proper audience.
range:
(i) Long Range Planning:
Long term planning will be for the long term objectives of the organization. The period of
long term planning may extend from one year to twenty years or more. Generally long
term planning is for 3 to 5 years. The long term plans usually encompass all the
functional areas of the business and are affected within the existing and long-term
framework of economic, social and technological factors. The impact of external factors
Long range planning defines the mission of the organization, specifies its product
market position and outlines its major strategies and policies. These plans are prepared
after an analysis of the firm is external environment and forecasts of events. They deal
with the broad competitive and technological aspects of the organization and allocation
Since long term planning involves lot of uncertainty there should be some flexibility. The
adjusted as per the requirements of the situation. Long range planning provides the
criteria for decision making in future and is the responsibility of top management.
Long range planning has become essential in the competitive business environment.
(i) The technological developments have increased consumer needs. The consumer
preference is changing with the time. Consumer expects new and better products every
time. Long range planning will help a business to meet consumers needs in future.
(ii) In the changing business environment there is a need for new product lines and
product mix. A business will have to prepare for the future and this will be possible with
activities. The operating functions are left to the middle and lower levels of
management. Top level management is expected to plan for the future so that new
(iv) The industrial relations are undergoing a change. There is a demand for higher
security etc. These demands will put additional financial burden on the business. One
has to plan ahead of times so that future changes do not adversely affect the business.
(v) Managerial techniques are improving every day. There is electronic data processing,
management in planning and forecasting. There is no need for intuition and guess work.
(ii) Short Range Planning:
These plans are normally for a period up to one year. Short range plans are specific and
detailed. These plans are worked out within the framework of existing resources. These
plans are a break up of long range plans. Short range plans must contribute to the
achievement of long range plans. These plans are aimed at sustaining organization in
its production and distribution of current products or services to the existing markets.
It is often used for risk management for an exceptional risk that, though unlikely, would
have catastrophic consequences. Contingency plans are often devised
by governments or businesses. For example, suppose many employees of a company
are traveling together on an aircraft which crashes, killing all aboard. The company
could be severely strained or even ruined by such a loss. Accordingly, many companies
have procedures to follow in the event of such a disaster. The plan may also include
standing policies to mitigate a disaster's potential impact, such as requiring employees
to travel separately or limiting the number of employees on any one aircraft.
During times of crisis, contingency plans are often developed to explore and prepare for
any eventuality. During the Cold War, many governments made contingency plans to
protect themselves and their citizens from nuclear attack. Examples of contingency
plans designed to inform citizens of how to survive a nuclear attack include the
booklets Survival Under Atomic Attack, Protect and Survive, and Fallout Protection,
which were issued by the British and American governments. Today there are still
contingency plans in place to deal with terrorist attacks or other catastrophes.
Organizing also involves the design of individual jobs within the organization. Decisions
must be made about the duties and responsibilities of individual jobs, as well as the
manner in which the duties should be carried out. Decisions made about the nature of
jobs within the organization are generally called “job design” decisions.
Organizing at the level of a particular job involves how best to design individual jobs to
most effectively use human resources. Traditionally, job design was based on principles
of division of labor and specialization, which assumed that the more narrow the job
content, the more proficient the individual performing the job could become. However,
experience has shown that it is possible for jobs to become too narrow and specialized.
For example, how would you like to screw lids on jars one day after another, as you
might have done many decades ago if you worked in company that made and sold
jellies and jams? When this happens, negative outcomes result, including decreased job
satisfaction and organizational commitment, increased absenteeism, and turnover.
Recently, many organizations have attempted to strike a balance between the need for
worker specialization and the need for workers to have jobs that entail variety and
autonomy. Many jobs are now designed based on such principles as empowerment, job
enrichment and teamwork. For example, HUI Manufacturing, a custom sheet metal
fabricator, has done away with traditional “departments” to focus on listening and
responding to customer needs. From company-wide meetings to team huddles, HUI
employees know and understand their customers and how HUI might service them best
(Huimfg, 2008).
Resources required: Resources and support (both what is needed and what's available )
Here are two examples of action steps, graphed out so you can easily follow the flow:
Draft a social Terry McNeil April 2006 $15,000 (remaining None anticipated Members of the
marketing plan (from donated) business action
marketing firm) group
Ask local Maria Suarez September 5 hours; 2 hour Corporation: may see Members of the
corporations to (from business 2008 proposal prep; 3 this as expensive; must business action
introduce flex-time action group) hours for meeting convince them of group and the
for parents and and transportation benefit of the plan for school action grou
mentors the corporation
Of course, once you have finished designing the strategic plan or "VMOSA" for your organization, you
are just beginning in this work. Your action plan will need to be tried and tested and revised, then tried
and tested and revised again. You'll need to obtain feedback from community members, and add and
subtract elements of your plan based on that feedback.
IN SUMMARY
Everyone has a dream. But the most successful individuals - and community organizations - take that
dream and find a way to make it happen. VMOSA helps groups do just that. This strategic planning
process helps community groups define their dream, set their goals, define ways to meet those goals,
and finally, develop practical ways bring about needed changes.
Alternative Plan means a plan of reorganization (other than the Plan) that does not
include Investor and/or funds managed by Investor as the sole new money underwriter.
17.WHAT ARE GUIDES TO GOOD PLAN ?
An action plan is a checklist for the steps or tasks you need to complete in order to
achieve the goals you have set.
It’s an essential part of the strategic planning process and helps with improving
teamwork planning. Not only in project management, but action plans can be used by
individuals to prepare a strategy to achieve their own personal goals as well.
What’s great about having everything listed down on one location is that it makes it
easier to track progress and effectively plan things out.
An action plan is not something set in stone. As your organization grows, and
surrounding circumstances change, you will have to revisit and make adjustments to
meet the latest needs.
Why You Need an Action Plan
Sometimes businesses don’t spend much time on developing an action plan before an
initiative, which, in most cases, leads to failure. If you haven’t heard, “failing to plan is
planning to fail” said Benjamin Franklin supposedly once.
Planning helps you prepare for the obstacles ahead and keep you on track. And with an
effective action plan, you can boost your productivity and keep yourself focused.
It gives you a clear direction. As an action plan highlights exactly what steps to
be taken and when they should be completed, you will know exactly what you
need to do.
Having your goals written down and planned out in steps will give you a reason
to stay motivated and committed throughout the project.
With an action plan, you can track your progress toward your goal.
Since you are listing down all the steps you need to complete in your action plan,
it will help you prioritize your tasks based on effort and impact.
From the looks of it, creating an action plan seems fairly easy. But there are several
important steps you need to follow with caution in order to get the best out of it. Here’s
how to write an action plan explained in 6 easy steps.
If you are not clear about what you want to do and what you want to achieve, you are
setting yourself up for failure.
Planning a new initiative? Start by defining where you are and where you want to be.
Solving a problem? Analyze the situation and explore possible solutions before
prioritizing them.
Then write down your goal. And before you move on to the next step, run your goal
through the SMART criteria. Or in other words, make sure that it is
Planning Tools are instruments that help guide organizational action steps related to
implementation of an initiative, program, or intervention. They may provide detailed
descriptions about the county implementation plan and how it was developed. Planning
Tools are likely to be initiative-specific and may include:
1. Organizational timelines
2. Action item checklists
3. Things-to-do checklists
4. Sample meeting agendas
A change management plan can support a smooth transition and ensure your
employees are guided through the change journey. The harsh fact is that approximately
70 percent of change initiatives fail due to negative employee attitudes and
unproductive management behavior. Using the services of a professional change
management consultant could ensure you are in the winning 30 percent.
It might seem obvious but many organizations miss this first vital step. It’s one thing to
articulate the change required and entirely another to conduct a critical review against
organizational objectives and performance goals to ensure the change will carry your
business in the right direction strategically, financially, and ethically. This step can also
assist you to determine the value of the change, which will quantify the effort and inputs
you should invest.
Key questions:
• What do we need to change?
• Why is this change required?
Once you know exactly what you wish to achieve and why, you should then determine
the impacts of the change at various organizational levels. Review the effect on each
business unit and how it cascades through the organizational structure to the individual.
This information will start to form the blueprint for where training and support is needed
the most to mitigate the impacts.
Key questions:
• What are the impacts of the change?
• Who will the change affect the most?
• How will the change be received?
Although all employees should be taken on the change journey, the first two steps will
have highlighted those employees you absolutely must communicate the change to.
Determine the most effective means of communication for the group or individual that
will bring them on board. The communication strategy should include a timeline for how
the change will be incrementally communicated, key messages, and the communication
channels and mediums you plan to use.
Key questions:
• How will the change be communicated?
• How will feedback be managed?
With the change message out in the open, it’s important that your people know they will
receive training, structured or informal, to teach the skills and knowledge required to
operate efficiently as the change is rolled out. Training could include a suite of micro-
learning online modules, or a blended learning approach incorporating face-to-face
training sessions or on-the-job coaching and mentoring.
Key questions:
• What behaviors and skills are required to achieve business results?
• What training delivery methods will be most effective?
Key questions:
• Where is support most required?
• What types of support will be most effective?
6. Measure the change process.
Key questions:
• Did the change assist in achieving business goals?
• Was the change management process successful?
• What could have been done differently?
know where they are now and where they want to be some time in the future with
following sections.
Needs assessment[edit]
A needs assessment is a systematic exploration of the way things are and the way they
should be. These things are usually associated with organizational and/or individual
performance.[1]
A needs assessment describes: teaching and learning, integration of technology with
business requirements, curricula and instruction, educator preparation and
development, administration and support services, infrastructure for technology.
Curriculum integration
When evaluating your needs, consider:
How administrative staff uses technology, accessing data for decision making,
information system reporting, communication tools, information gathering, and
record keeping
Professional development opportunities that are available to administrative staff.
[2]
Board members
People affected by technology
Superintendent
Principals/assistants
Teachers/special needs teachers
Parents/students/community members
Director of Technology
Director of Instructional Technology
Teaching and learning design team
Technology initiative descriptions, goal statement and rationale[edit]
In order for technology to be effective, it must be tied to leadership, core visions,
professional development, time, and assessment. The following goals are statement of
ways with regard to its use of technology:
A strategic plan supports the organization's vision and mission statements by outlining
the high-level plan to achieve both. Strategic plans generally provide the broad, long-
term picture. In order to develop strategic plans, top management uses reports on
finances, operations and the external environment to project future actions. Strategic
plans influence the development of tactical plans.
A tactical plan answers "how do we achieve our strategic plan?" It outlines actions to
achieve short-term goals, generally within a year or less. They are much narrower in
focus and can be broken down into the departmental or unit level. Tactical plans outline
what each department needs to achieve, how it must do so and who has the
responsibility for implementation.
As an example, an HR strategic plan may include the following two strategic goals over
the next five years with related tactical plans that include detailed actions.
Tactical plan:
Tactical plan:
Identify the types of flexible work arrangements available and feasible for the
workplace.
Survey employees to identify the flexible work arrangements of most interest.
Create policies and procedures for the flexible work arrangements that are
implemented.
Review the strategic goal and related policies and procedures annually to meet
changing circumstances.
A contingency plan helps you quickly take steps to address a problem that could stop
production, shut down your website, cause you to lose work and data or miss credit
structure plans define a council’s preferred direction of future growth within an activity
centre and articulate how it will be managed.
while government policy sets out the basic principles for activity centres, there is no 'one
size fits all' solution. each area is unique and local governments are encouraged to work
with their communities to determine exactly how their activity centre should grow, taking
into account regional population trends and economic growth.
structure plans give effect to the policies and objectives set out for activity centres in
state policy and provide for changing community needs.
they guide the major changes to land use, built form and public spaces that together
can achieve economic, social and environmental objectives for the centre.
provide greater certainty to the local community and investors about its expectations for
the future form of development in its activity centres
manage change to ensure activity centres are attractive, vibrant areas to live, work and
shop
make best use of council resources and focus council investment to best serve the
community.
a range of tools have been developed to assist local governments planning for activity
centres.
Time management” is the process of organizing and planning how to divide your time
between specific activities. Good time management enables you to work smarter – not
harder – so that you get more done in less time, even when time is tight and pressures
are high. Failing to manage your time damages your effectiveness and causes stress.
It seems that there is never enough time in the day. But, since we all get the same 24
hours, why is it that some people achieve so much more with their time than others?
The answer lies in good time management.
The highest achievers manage their time exceptionally well. By using the time-
management techniques in this section, you can improve your ability to function more
effectively – even when time is tight and pressures are high.
Good time management requires an important shift in focus from activities to
results: being busy isn’t the same as being effective. (Ironically, the opposite is often
closer to the truth.)
Spending your day in a frenzy of activity often achieves less, because you’re dividing
your attention between so many different tasks. Good time management lets you work
smarter – not harder – so you get more done in less time.
What Is Time Management?
“Time management” refers to the way that you organize and plan how long you spend
on specific activities.
It may seem counter-intuitive to dedicate precious time to learning about time
management, instead of using it to get on with your work, but the benefits are
enormous:
Greater productivity and efficiency.
A better professional reputation.
Less stress.
Increased opportunities for advancement.
Greater opportunities to achieve important life and career goals.
Failing to manage your time effectively can have some very undesirable consequences:
Missed deadlines.
Inefficient work flow.
Poor work quality.
A poor professional reputation and a stalled career.
Higher stress levels.
Spending a little time learning about time-management techniques will have huge
benefits now – and throughout your career.
Two patients in the same hospital undergo the same operation. In one case, the
operating surgeon visits the patient beforehand and tells him how he will feel when he
comes out of the anaesthetic. “You will probably be in some pain, feel incredibly thirsty
and very hung over. You’ll also be constipated. But don’t worry, it’s all perfectly
normal”.
Both patients experience the same symptoms after their operations but their reactions
are very different. The one who knew what to expect thought to himself – “Well I’ve got
all the symptoms that I was told about so I guess the operation must have gone
according to plan”. In contrast the second patient with exactly the same symptoms is
lying there in a high state of anxiety wondering exactly the opposite.
The moral of this story is that much of the resistance to change is based on the fear of
the unknown and if people know that their reaction to change is normal, their resistance
may be reduced. Claes Janssen, a Swedish social psychologist, saw the individual, the
workgroup, the department or even the whole company as living in a four- roomed
apartment.
The rooms are labelled Contentment, Denial, Confusion and Renewal. Individuals,
groups and companies circulate through these rooms - on a continuous basis these
days. You might spend a lot of time in each room but once you have moved into the
next one, you can’t go back.
So what are the implications of this metaphor for change when you are the person
managing it or on the receiving end?
It is estimated that 70% of us are passive about change. We will change but only if we
are given convincing reasons for its necessity and understand what we will experience
as a consequence. It’s not sufficient that we are told why a hip replacement is
necessary – we also need to be told about the symptoms that we will experience after
the operation.
Feeling “in on things” is not only a powerful motivator but constantly updating your staff
about the environment in which your organisation operates and changes that might be
necessary helps staff come to the realisation that remaining in the Room of
Contentment is not forever.
When we are confronted with situations that potentially limit our stay in the Room of
Contentment, all of us will practice denial to some degree. It’s just a temporary drop in
sales. I don’t think this new technology will catch on. Our customers are too loyal to
change. That competitor can’t continue to charge that price – they’ll either be out of
business in a year or they’ll raise their prices. Our customer service makes up for our
quality.
Once you as manager are prepared to move out of Denial, you need to help others to
do so.
This may sound obvious but what normally happens is that you rush off into the Room
of Confusion, shut the door and start looking at options for the future – forgetting that
you can’t go back. You then go back to your people, announce hip replacements for
everyone and wonder why so few share your enthusiasm for the brilliant strategy that
you have formulated and which your people are now charged to implement.
Once you are ready to leave the Room of Denial, your first task is to help others to
come to the same realisation.
How? Give support, raise awareness of the situation, and tell them how you felt, ask
questions.
We all harbour the desire to have the insight to formulate the solution to a problem the
moment we recognise and accept it. Unfortunately, even if we had that ability, deciding
what it to be done is only half a solution. The hard part is making it happen –
implementation.
Rosabeth Moss Kanter, in her book “The Change Masters” said of change that “it’s
exhilarating when done by us, disturbing when done to us”.
So that means getting people together in the Room of Confusion, workshopping the
issue, looking at different options, listening to opposing point of view, accepting anger
and frustration. In short – confusion. But if everyone in that room knows what to expect
– pain, thirst, constipation – they will recognise that confusion is a necessary step
towards opening the door through to the Room of Renewal.
Turn as quickly as possible to focusing on the future but accept that initially people will
want to play the blame game. How did we get ourselves into this mess? Who’s
responsible?
Have a structure and a process.
Use a facilitator.
If lying on the beach sunbaking represents Contentment and the realisation that you are
getting too hot and must go for a surf but the water’s cold and you left your wetsuit
behind is Denial, then Confusion is being battered by the shore break. Once through the
shore break and out in the take-off zone – then you are in the Room of Renewal. It is
exhilarating – and it can be frightening – but there’s a sense of purpose, the presence of
goals and strategies for achieving them.
In this Room your role as manager is to provide support for implementation, make sure
everyone knows their role, provide feedback on progress against agreed objectives and
keep a weather eye out the back for that rogue set that might derail the best laid plans
and make your stay in the Room of Contentment a very brief one!
I’m not suggesting that following this model will make your organisation or yourself a
master of change management, able to execute change with minimum pain and no
casualties. After all, despite being “normal”, our two patients’ symptoms were still
unpleasant and complications might have set in later. One might have suffered a staph
infection and died as a consequence. Similarly with individuals’ reactions to change.
A very small percentage will want to make their stay in the Room of Contentment a very
brief one – they love change and become bored without it. Others will actively resist
change and seek to sabotage it. But the great majority – 70% - although passive
towards change will change given convincing reasons to do so.
Understanding which Room each of them is in and knowing the appropriate strategies
to employ that will allay their fears and involve them in the change program will do much