Read Chart Planning involves Goal Setting as well as a Action Plans to achieve them.
Why Plan – The answer may be obvious – but lets take a moment to convince ourselves it is worth the effort – Because it is an effort Establish Direction – this provides focus and priority Identify Expectations – Planning tells people what the final result that is expected and who provides the results It improves teamwork – if people understand the direction and expectation – they will pull together Planning Heighten performance – it should challenge people to improvement Planning sets a performance standard Lets spend a moment and list the consequences of not planning Planning Goals are essential for any organization Goals are important for us in our private lives also
Read Chart What is Mission - It clearly states the nature of the organization Goals must support the mission Goals that don’t support the mission are irrelevant Example Mission – 2 charts What is the mission of ASME “To promote the arts and science of Mech Engr What is the mission of your section? This will be part of the exercise later
Who need to be involved in the process of settings goals? 1. Everyone involved who has a major role or responsibility in achieving the goal needs to be involved in development of the goal. 2. Because a lot of people nay be involved and need to stay focused – communication is critical 3. Goal setting is a negotiation process and must take into account different perspectives – but in the end all parties must agree 4. For example: improving plant availability from 90% to 95% needs to involve people from maintenance, scheduling, personnel. 5. Goals may involve people from many departments: design, manufacturing, procurement, management. 6. All need to be involved. All need to agree.
Step 2 is to write a goal statement A goal is only as good as the desire and intent Goals need to be SMART - Read Chart Goals need to be relevant Goals need to have a specific date and time for accomplishment A goal with indefinite date will not be achieved 6. Goals must have an associated BUDGET 7. Goals must be written
WIIFM is very important 1. It must be a Win-Win situation A Win for the individual and a Win for the organization For ASME, you can’t give money, but you can give recognition People get pride in an achievement and getting recognized for it. Give recognition liberally
Goals need to be classified with various criteria such as these An essential goal is to submit reports on time A problem solving goal is to increase attendance An innovative goal is to put on an seminar on the EIT Fundamentals Exam Goals then need to be prioritized as to what Is the most important
Looking at what will impede you in achieving your goal must be looked at and included in the planning Is the meeting room available? Will the advisor approve of this activity? Will the members think this a waste of time?
Or if you don’t know where you are going, how do you know when you get there. Or if you don’t know where you are going, you can always say there. Without planning there can be lots of activity but no progress
What Is Planning? <ul><li>*Planning is a management tool to choose a desired future (goal) and develop an approach to achieve it. </li></ul>* The process of setting goals , developing strategies , and outlining tasks and schedules to accomplish the goa ls
Why Plan? <ul><li>Establish Direction </li></ul><ul><li>Identify Expectations </li></ul><ul><li>Improve Teamwork </li></ul><ul><li>Heighten Performance </li></ul><ul><li>Performance Standard </li></ul>
Perception of opportunities Establishing sequence of activities Establishing objectives Planning premises Identification of alternatives Evaluation of alternatives Choice of Alternative plans Formulating of Supporting plans
Current Status Planning Required Gap Desired Status status Time T1 T2
Essentials of Planning <ul><li>Mission : Statement that defines the purpose and outlines the overall intent, or “reason for being”. </li></ul><ul><li>Vision : Mental image of the successful accomplishment of the Mission </li></ul><ul><li>Goal : An end (desired future) toward which effort is directed in support of the Mission. </li></ul>
PLANS Objectives,& how to achieve them What kind of organisation structure? What kind of people are required? How effectively to lead people? By furnishing standards of control Necessary for Which helps to know Which affects the kind of direction In order to assure success of plans
Key “Planning” Elements <ul><li>Engage those to be involved </li></ul><ul><li>Work from common understanding </li></ul><ul><li>Address critical issues </li></ul><ul><li>Agree on how the plan is to be “operationalized” </li></ul>
Determine “W.I.I.F.M.” <ul><li>A critical element for success </li></ul><ul><li>Better performance when convinced of personal benefit </li></ul><ul><li>Monetary, recognition, pride, and self-improvement are a few </li></ul>
Classify and Prioritize <ul><li>Classify by type: </li></ul><ul><ul><ul><li>Essential: Must be done </li></ul></ul></ul><ul><ul><ul><li>Problem-solving: Ought to be done </li></ul></ul></ul><ul><ul><ul><li>Innovative: Nice to be done </li></ul></ul></ul><ul><li>Prioritize by: </li></ul><ul><ul><ul><li>Relative importance </li></ul></ul></ul><ul><ul><ul><li>Time sequence </li></ul></ul></ul><ul><ul><ul><li>Cost-benefit relationship </li></ul></ul></ul>
Identify Obstacles <ul><li>Identify and form plan to overcome </li></ul><ul><li>Physical Obstacles </li></ul><ul><li>Conditional Obstacles </li></ul><ul><li>Psychological Obstacles </li></ul><ul><li>Unproductive Activities </li></ul>
Advantages of planning…. *Planning better defines the course of action that we propose to undertake * Planning gives a rough estimate of the time required for a project *Planning gives us a fairly good idea about the expenses involved in the project. In fact a budget is only a financial plan *Planning helps us to get prepared for emergencies that may arise during the course of the project *A well thought out plan gives us a clear idea about want is to be done every day, every week and every month *Planning helps avoid duplication of labor *A plan gives everyone a clear idea of their respective role in the project
<ul><li>Disadvantages of Not Planning… </li></ul><ul><li>Waste of Time , Money and Effort.. </li></ul><ul><li>Lack Of Co-ordination.. </li></ul><ul><li>High Risk and Uncertainty.. </li></ul><ul><li>Confusion.. </li></ul><ul><li>Conflict of Authority and Disorganization.. </li></ul><ul><li>etc… </li></ul>
Without PLANNING there can be lots of Activities……but NO real PROGRESS….(Success)