management levels, from top to bottom.

Planning and Scheduling

1
Planning

Choosing a goal

and
developing a
method of strategy to achieve
that goal

2
Planning reduces crisis management

If you plan effectively there is less likelihood of any

critical issues coming up. However, it is important to
be prepared for unforeseen situations occurring and be
prepared to sit back and plan again around any issues. 

3
Planning allows focus and personal energy
direction.

As you can appreciate, by establishing a focus through

planning you will be able to channel your energy
positively into reaching an outcome. Having a course of
direction will assist you in accomplishing your tasks in a
more timely and efficient manner.

4
 Planning helps eliminate

•  A) Bad habits
•  B) Fear of failure.

If you s6ck to a plan you are more likely to break

some bad habits you might have (ie surfing around
the net without really accomplishing anything). By
establishing a plan and s6cking to it you are less
likely to fail

5
 Planning allows you to set priorities and
focus on what is important. 

Even within your plan you can prioritize your tasks so that
items you think are more important than others can be
actioned accordingly.You need to discover what is important
to you and sometimes go through a few boring tasks in order
to get to the exciting end result.

6
 Planning provides the framework for informed
decision making.

By planning what you are going to do you will be establishing

a framework and will be able to tick off items from your "to
do" list as you go along. This is an extremely effective way to
manage any tasks that you have.

7
 Benefits of Planning
Benefits
of Planning

Persistence Direc9on

Crea9on
Intensified
of Task
Effort
Strategies

8
 How to Make a Plan That Works

Track
Develop
Progress
Set Develop Effec9ve Maintain
Toward
Goals Commitment Ac9on Flexibility
Goal
Plans
Achievement

Revise exis9ng plan

or
Begin new planning process

9
 Setting Goals
Specific

S.M.A.R.T. Measurable

AIainable

Realis9c

Timely

10
 Developing Commitment to Goals

The determina6on to achieve a goal is increased by:

–  SeEng goals through par6cipa6on
–  Making goals reasonable
–  Making goals public
–  Obtaining top management support 11
Developing Effective Action Plans
An Action Plan Lists…

Specific Steps

People

Resources

Time Period

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 Tracking Progress
Set… Gather and provide…

Proximal Goals Performance

Feedback

Distal Goals

13
 Planning or Doing?
•  Planning takes many hours and much effort, time
and effort that could be spent doing something. Is
time spent planning time lost? No.
•  If planning involves predicting where an industry is
going, and these predictions are merely guesses, as
some managers think, what’s to be gained from
planning?
•  Time spent planning is time spent learning.
•  Learning what?
•  To get better and faster at predicting industry
outcomes and setting standards.
Source: “Planning Not to Learn,” Fast Company, available online at http://www.fastcompany.com/resources/columnists/
vgct/052404.html.
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Planning Cycle

The Planning Cycle brings together all aspects of

planning into a coherent, unified process

15
Analysis of Opportuni6es

Iden6fy Aim

Explore Op6ons

Selec6on of Best Op6on

Feedback

Detailed Planning

Plan Evalua6on

Closure of Plan

16
Analysis of Opportunities

•  The first thing to do is to do is to spot what needs to

be done.You will crystallize this into a formal aim at
the next stage in the process.

•  One approach to this is to examine your current

position, and decide how you can improve it. There
are a number of techniques that will help you to do
this:
17
18
 Identifying your Goals

•  Once you have completed a realistic analysis of the

opportunities for change, the next step is to decide
precisely what the aim of your plan is.
•  Deciding and defining an aim sharpens the focus of
your plan, and helps you to avoid wasting effort on
irrelevant side issues.

19
Ask Yourself
•  What do I want the future to be?
•  What benefit do I want to give to my customers?
•  What returns do I seek?
•  What standards am I aiming at?
•  What values do I and my organization believe in?

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 Activity I:
Planning a Vacation

21
 Activity II:
Planning to buy a House

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 Activity III:
Planning for Retirement

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