The document provides an overview of the planning process, including the key elements to address in a plan. It discusses vision-based planning and real-time planning approaches. Vision-based planning involves 6 stages: identifying a vision statement, establishing goals, creating objectives and strategies, implementing action plans, evaluating and evolving plans. Real-time planning allows for flexibility. The document also covers phased approaches to planning including calendar-based, theme-based, and business-based phasing.

1. PLANNING
Chapter - 4

2. 2
What we will cover in this
chapter
● The Planning Process
● The Phased Approach
● Goals
● Objectives And Strategies
● Action Plans
● Controls
● People
● Budgeting And Forecasting

3. The Planning Process
▹ Pablo Picasso once said, ‘Our goals can only
be reached through a vehicle of a plan, in
which we must fervently believe, and upon
which we must vigorously act. There is no
other route to success.’
▹ There are several planning models that can
be used for effective planning and in this
section we look at two core methods:
▹ 1. Vision-based planning
▹ 2.Real-time planning.
3

4. 4
Vision Based Planning
▹ Definition: the process of
creating a vision and
following a clear six-stage
process of delivering
against it.
▹ There are six phases to this
model, beginning with
creating a vision and ending
with analysis and evolution
where needed.

5. Six Stages of Vision Based Planning
5
1 3 5
6
4
2
Identify Your Vision
Statement
Establish Your Primary
Goals
Implement Action Plans
To Fulfill Each Strategy
Produce Your Mission
Statement
Create Specific
Objectives And
Strategies To Reach Each
Goal
Put The Action Plans Into
Effect , Evaluate And
Evolve

6. Vision Examples
6
Amazon
“We strive to offer our customers the lowest possible prices, the best
available selection and the utmost convenience.” This follows the classic
series of threes, each of which defines what a customer is looking for in a
seller.
Netflix
“Becoming the best global entertainment distribution service.” Aiming for
world domination in streaming services is up front and center in their
vision statement.

7. 7
Mission Statement
The distinction between mission and vision
statements is frequently unclear. The mission
statement expresses your current condition,
whereas your vision statement describes your
desired future state, which is the easiest
method to recall the difference. Looking at the
two cases above with this separation in mind,
we can start to clearly distinguish between
them. Both your business and your digital
strategy will benefit from creating this mission.
Knowing your current goals and your long-term
objectives helps you to clearly lay out a path for
the rest of your planning process.

8. Mission Statement Examples
8
WALMART
“We save people money so they can live better.”
P & G
“We will provide branded products and services of superior quality and
value that improve the lives of the world’s consumers.”

9. 9

10. 10
Real-time planning
Definition: a plan that retains fluidity to your planning process
to ensure your plans are malleable to the circumstances.

11. Real Time Examples
11
Have you ever headed out for a family picnic, only to arrive and find your
favorite meadow has been dug up to make way for a new housing
development?
left the house for a walk, and had it start pouring rain once you were ½
mile away? Did you have a contingency plan for that picnic, a backup
location already selected? Were you carrying a raincoat in your
backpack on that walk?

12. 12
The Phased Approach
It is important to briefly examine
phased planning before moving on to
steps three through five of the vision-
based planning approach. By doing
so, you can divide your approach up
into important development phases.
Depending on your plan, these
phases can be divided into calendar-
based, theme-based, and business-
based phasing. These are some of
the most typical phasing approaches,
however there are more.

13. 13
Calendar-based phasing
This strategy is as easy as it seems. One strategy
is to phase your plan to fit your calendar. You may
begin in January, try to complete your vision by
the end of February, set goals for yourself in
March, etc. When there is no set delivery date, no
important milestone dates, or your strategy is not
integrated with any other pieces of work, this type
of approach is typical. Although you can be a little
more lenient when setting deadlines at the
beginning of the planning process, this does not
imply that deadlines are any less significant.

14. Theme-based phasing
14
When your approach contains particular
themes that make sense to deliver
simultaneously, theme-based phasing is
applied. For instance, a new training
programme and online chat technology
may be distinct customer experience
features that would be effective when
offered together. Direct mail and e-mail,
for example, can be complementary
marketing channel tactics that would be
much more effective if launched jointly.

15. 15
Business-based phasing
This phasing strategy aims to match your strategic plan with
the overarching corporate objectives. The strategy plan for your
business is likely to be built around important strategic pillars,
which itself might be executing projects and transformation
initiatives. In a smaller organisation, this may be less
organised, but there will still be important areas of focus, and
cash will be allocated to those areas. The primary components
of your strategy should be in line with these pillars when using
the business-based phasing approach. This is the easiest way
to pursue and will be supported by many senior stakeholders,
but it may skew the timescale you had in mind for your
strategy. We may now go back and review steps three through
five of the aforementioned vision-based planning approach.
These are the action plans, aims, and objectives.

16. 1.
TRANSITION
HEADLINE
Let’s start with the first set
of slides

17. “
17
Example A – an FMCG
retailer

18. 18
Example B – a B2B service provider
1 To be Europe’s number one IT
support services supplier.
2 We offer the fastest and most
reliable competitive IT support across
Europe.
3 Gain word-of-mouth promotion.
4 Create a member-get-member
scheme.
5 Build a personalized e-mail contact
and content strategy.
6 Build the campaign, select target
audience, budget, launch, test and
measure.

19. 19

20. BIG
CONCEPT
Bring the attention
of your audience
over a key concept
using icons or
illustrations
20

21. IN TWO OR THREE COLUMNS
Yellow
Is the color of gold,
butter and ripe
lemons. In the
spectrum of visible
light, yellow is found
between green and
orange.
Blue
Is the colour of the
clear sky and the
deep sea. It is located
between violet and
green on the optical
spectrum.
Red
Is the color of blood,
and because of this it
has historically been
associated with
sacrifice, danger and
courage.
21

22. IN TWO OR THREE COLUMNS
Yellow
Is the color of gold,
butter and ripe
lemons. In the
spectrum of visible
light, yellow is found
between green and
orange.
Blue
Is the colour of the
clear sky and the
deep sea. It is located
between violet and
green on the optical
spectrum.
Red
Is the color of blood,
and because of this it
has historically been
associated with
sacrifice, danger and
courage.
22

23. Want big impact?
USE BIG IMAGE.
23

25. 89,526,124
Whoa! That’s a big number, aren’t you proud?
25

26. 89,526,124$
That’s a lot of money
100%
Total success!
185,244 USERS
And a lot of users
26

27. OUR PROCESS IS EASY
27
first second last

28. LET’S REVIEW SOME
CONCEPTS
Yellow
Is the color of gold,
butter and ripe
lemons. In the
spectrum of visible
light, yellow is found
between green and
orange.
Blue
Is the colour of the
clear sky and the
deep sea. It is located
between violet and
green on the optical
spectrum.
Red
Is the color of blood,
and because of this it
has historically been
associated with
sacrifice, danger and
courage.
28
Yellow
Is the color of gold,
butter and ripe
lemons. In the
spectrum of visible
light, yellow is found
between green and
orange.
Blue
Is the colour of the
clear sky and the
deep sea. It is located
between violet and
green on the optical
spectrum.
Red
Is the color of blood,
and because of this it
has historically been
associated with
sacrifice, danger and
courage.

29. 29
TABLET PROJECT
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30. 30
DESKTOP
PROJECT
Show and explain
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31. THANKS!
Any questions?
You can find me at:
@username
user@mail.me
31

32. CREDITS
Special thanks to all the people who
made and released these awesome
resources for free:
▹ Presentation template by
SlidesCarnival
▹ Photographs by Unsplash
32

33. PRESENTATION DESIGN
This presentation uses the following typographies and colors:
▹ Titles: Miriam Libre
▹ Body copy: Barlow Light
You can download the fonts on these pages:
https://github.com/MichalSahar/Miriam-
Libre/tree/master/fonts/otf
https://www.fontsquirrel.com/fonts/barlow
Indigo #a5b0fe
You don’t need to keep this slide in your presentation. It’s only here to serve
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to edit the presentation in PowerPoint®
33

34. 2.
EXTRA
RESOURCES
For Business Plans,
Marketing Plans, Project
Proposals, Lessons, etc

35. TIMELINE
35
DEC
NOV
OCT
SEP
AUG
JUL
JUN
MAY
APR
MAR
FEB
JAN
Blue is the colour of the
clear sky and the deep
sea
Red is the colour of
danger and courage
Black is the color of
ebony and of outer
space
Yellow is the color of
gold, butter and ripe
lemons
White is the color of
milk and fresh snow
Blue is the colour of the
clear sky and the deep
sea
Yellow is the color of
gold, butter and ripe
lemons
White is the color of
milk and fresh snow
Blue is the colour of the
clear sky and the deep
sea
Red is the colour of
danger and courage
Black is the color of
ebony and of outer
space
Yellow is the color
of gold, butter and
ripe lemons

36. GANTT CHART
36
Week 1 Week 2
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Task 1
Task 2 ◆
Task 3
Task 4 ◆
Task 5 ◆
Task 6
Task 7
Task 8

37. SWOT ANALYSIS
37
STRENGTHS
Blue is the colour of the clear
sky and the deep sea
WEAKNESSES
Yellow is the color of gold,
butter and ripe lemons
Black is the color of ebony and
of outer space
OPPORTUNITIES
White is the color of milk and
fresh snow
THREATS

38. BUSINESS MODEL CANVAS
38
Key Activities
Insert your content
Key Resources
Insert your content
Value Propositions
Insert your content
Customer Relationships
Insert your content
Channels
Insert your content
Customer Segments
Insert your content
Key Partners
Insert your content
Cost Structure
Insert your content
Revenue Streams
Insert your content

39. TEAM PRESENTATION
39
Imani Jackson
JOB TITLE
Blue is the colour of the clear
sky and the deep sea
Marcos Galán
JOB TITLE
Blue is the colour of the clear
sky and the deep sea
Ixchel Valdía
JOB TITLE
Blue is the colour of the clear
sky and the deep sea
Nils Årud
JOB TITLE
Blue is the colour of the clear
sky and the deep sea

40. COMPETITOR MATRIX
40
LOW
VALUE
1
HIGH
VALUE
1
LOW VALUE 2
HIGH VALUE 2
Our company
Competitor
Competitor
Competitor
Competitor
Competitor
Compe
titor

41. WEEkLY PLANNER
41
SUNDAY MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY
9:00 - 9:45 Task Task Task Task Task Task Task
10:00 - 10:45 Task Task Task Task Task Task Task
11:00 - 11:45 Task Task Task Task Task Task Task
12:00 - 13:15 ✔ Free time ✔ Free time ✔ Free time ✔ Free time ✔ Free time ✔ Free time ✔ Free time
13:30 - 14:15 Task Task Task Task Task Task Task
14:30 - 15:15 Task Task Task Task Task Task Task
15:30 - 16:15 Task Task Task Task Task Task Task

42. 42
EXTRA GRAPHICS

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44. DIAGRAMS AND INFOGRAPHICS
44

45. You can also use any emoji as an icon!
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