Planning

Region X Student Section Leadership Training Seminar
September 9, 2000 Brian Dietz
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Presentation Outline
Planning in General Sense Planning Specific to ASME Planning Work Session

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What Is Planning?
Planning is a management tool to choose a desired future (goal) and develop an approach to achieve it.

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Why Plan?
Establish Direction Identify Expectations Improve Teamwork Heighten Performance Performance Standard
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“If you don’t know where you’re going, it doesn’t matter which way you go”
Cheshire Cat Alice in Wonderland

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The Process
Mission Vision Goals Action Plan Action!
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Definitions
Mission: Statement that defines the
purpose and outlines the overall intent, or “reason for being”. Vision: Mental image of the successful accomplishment of the Mission

Goal: An end (desired future) toward
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which effort is directed in support of the Mission.
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The Process
Task 1: Identify opportunities for goals. Task 2: Write goal statement. Task 3: Develop goals Task 4: Formulate action plan.
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Key “Process” Elements
Engage those to be involved Work from common understanding Address critical issues Agree on how plan to be “operationalized”
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1. Identify Opportunities
Opportunities exist all around us Developed form our needs, wants, and desires Can be anything that contributes to the Mission

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2. Write Goal Statement
Make SMART Goals

Specific Measurable Action oriented Realistic Time- and Resource-constrained
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Key “Content” Elements
Internal and External focus Balance Dream and Reality Language, concepts, and format simple

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3. Develop Goals
Classify by type Prioritize within each type. Establish standards of performance. Identify obstacles to goal achievement. Determine “W.I.I.F.M.” (What’s in it for me?).

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Classify and Prioritize
Classify by type:
 Essential:

Must be done  Problem-solving: Ought to be done  Innovative: Nice to be done

Prioritize by:
 Relative

importance  Time sequence  Cost-benefit relationship

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Establish Performance Standard
Purpose:
 Indicate

progress made  Tell when goal has been achieved

Should specify:
 When

improvement expected  What situation will be

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Identify Obstacles
Identify and form plan to overcome
Physical Obstacles Conditional Obstacles Psychological Obstacles Unproductive Activities

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Determine “W.I.I.F.M.”
A critical element for success Better performance when convinced of personal benefit Monetary, recognition, pride, and selfimprovement are a few

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4. Formulate Action Plan
The action plan incorporates results of the previous tasks into logical and executable action items.

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Goal Achievement
Implement Monitor Revise Motivate

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Key “Usage” Elements
Actively use plan as a management tool Organize work in context of the plan Institute plan for controlling the process

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“Well begun is half done”
Mary Poppins

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ASME Section Planning
What is the Mission or Purpose of your Student Section?

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Purpose of the Society
Promote the art, science and practice of M.E. Encourage original research Foster engineering education Advance the standards of engineering Promote the exchange of information Broaden usefulness of the engineering profession Promote a code of ethics

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Purpose Of The Section
. . . shall be to promote the work of the society by a local organization of members . . .

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Purpose
You have to decide what is important for your section in service to the membership and engineering community.

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References
ASME Management Skills Development Program Manual Goals and Goal Setting, Planning to Succeed-By Larrie A. Rouillard, Crisp Publications ML-10, Section, Subsection & Local Group Operations
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