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Planning as a System and The
     Need for Planning
        Alzadd Lemente
            Prepared by:
“Our world is speeding toward a climatic
    ending—and a new beginning”


               So?
IDEA
IDEA     Planning as a System           IDEA




       PART A       IDEA       PART B




                ORGANIZATION
FOUR APPROACHES OF PLANNING
                  SYSTEM DESIGN




TOP-DOWN   BOTTOM-UP       COMBINED        TEAM
                       TOPDOWN/BOTTOM-   APPROACH
                              UP
DUTY OF PLANNERS :
         Most large and well-organized companies have a staff official in
charge of the planning function , which in any case is usually handled by a
department. The main duty of the planner and his department is to
effectively and efficiently manage and coordinate the planning efforts in
the organization.
AS A PLANNER HE/SHE SHOULD DO IN :

                   METHODOLOGY:

Prepare a suitable planning system for the organization.
Ensure that the planning system and the associated
roles are known and understood by producing a
planning manual.
Continuously update the manual in line with changes in
the planning needs of the company and planning
techniques

                                            Jones
                                         (11974:44)
AS A PLANNER HE/SHE SHOULD DO IN :


  Formal Activities: act on behalf of CEO and assist in:

Preparation of the planning document.
Coordination and integration of unit/functional plans
Preparation of the corporate plan
Control procedures for evaluating progress


                                               Jones
                                            (11974:44)
AS A PLANNER HE/SHE SHOULD DO IN :


                  Functional Activities:
Participate in the determination of corporate objectives,
guidelines and policies.
Propose basic economic and general assumptions.
Propose specific objectives
Organize and participated in the periodic review and
progress reports on the plans.


                                              Jones
                                           (11974:44)
AS A PLANNER HE/SHE SHOULD DO IN :


             Specific Functional Activities:
Prepare the background information base for the
company as a whole as a regards to all relevant
environment.
Propose strategies to exploit opportunities identified
above.
Keep abreast of developments bin planning techniques.


                                              Jones
                                           (11974:44)
Brown & O’connor [1974:2]


         Made an empirical study that categorizes the planner’s
 duties as responsibilities for ongoing activities, mergers,
 acquisitions, joint ventures and divestitures and presents them
 in order of importance
Teslang (2003:66)
  Identifies 11 elements
that are very important in           Mission or
                                     Purposes
    planning process:
                                     Objectives
         Mission
       Objectives                     Strategies
        Strategies
          Tactics                      Policies
         Policies
       Procedures
                                       Rules
        Methods
           Rules
                                      Programs
       Programme
        Standard
        Schedules
         Budget                        Budget

                             Hierarchy of Planning Elements
Leads to                         Facilitates
       Paradigm                          Decision
        Change                           Making
 Indispensable                                Enhances
for Managerial                              Organizational
  Effectiveness       Planning              Performance

  Facilitates                                Facilitates
Coordination                                 Proactive
 and Control      Assigns Task & is a       Management
                     Yardstick for
                      Appraising
                    Performance

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Planning

  • 1. Planning as a System and The Need for Planning Alzadd Lemente Prepared by:
  • 2. “Our world is speeding toward a climatic ending—and a new beginning” So?
  • 3. IDEA IDEA Planning as a System IDEA PART A IDEA PART B ORGANIZATION
  • 4. FOUR APPROACHES OF PLANNING SYSTEM DESIGN TOP-DOWN BOTTOM-UP COMBINED TEAM TOPDOWN/BOTTOM- APPROACH UP
  • 5. DUTY OF PLANNERS : Most large and well-organized companies have a staff official in charge of the planning function , which in any case is usually handled by a department. The main duty of the planner and his department is to effectively and efficiently manage and coordinate the planning efforts in the organization.
  • 6. AS A PLANNER HE/SHE SHOULD DO IN : METHODOLOGY: Prepare a suitable planning system for the organization. Ensure that the planning system and the associated roles are known and understood by producing a planning manual. Continuously update the manual in line with changes in the planning needs of the company and planning techniques Jones (11974:44)
  • 7. AS A PLANNER HE/SHE SHOULD DO IN : Formal Activities: act on behalf of CEO and assist in: Preparation of the planning document. Coordination and integration of unit/functional plans Preparation of the corporate plan Control procedures for evaluating progress Jones (11974:44)
  • 8. AS A PLANNER HE/SHE SHOULD DO IN : Functional Activities: Participate in the determination of corporate objectives, guidelines and policies. Propose basic economic and general assumptions. Propose specific objectives Organize and participated in the periodic review and progress reports on the plans. Jones (11974:44)
  • 9. AS A PLANNER HE/SHE SHOULD DO IN : Specific Functional Activities: Prepare the background information base for the company as a whole as a regards to all relevant environment. Propose strategies to exploit opportunities identified above. Keep abreast of developments bin planning techniques. Jones (11974:44)
  • 10. Brown & O’connor [1974:2] Made an empirical study that categorizes the planner’s duties as responsibilities for ongoing activities, mergers, acquisitions, joint ventures and divestitures and presents them in order of importance
  • 11. Teslang (2003:66) Identifies 11 elements that are very important in Mission or Purposes planning process: Objectives Mission Objectives Strategies Strategies Tactics Policies Policies Procedures Rules Methods Rules Programs Programme Standard Schedules Budget Budget Hierarchy of Planning Elements
  • 12. Leads to Facilitates Paradigm Decision Change Making Indispensable Enhances for Managerial Organizational Effectiveness Planning Performance Facilitates Facilitates Coordination Proactive and Control Assigns Task & is a Management Yardstick for Appraising Performance