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Basics of Organizational Plans
The document outlines the significance and components of organizational planning, describing it as a structured approach to prioritize tasks, clarify goals, and assign responsibilities for achieving an organization's objectives. It details steps for effective planning, including identifying categories, setting goals, scheduling tasks, and evaluating progress. Additionally, it distinguishes various types of plans such as operational, tactical, strategic, and HR plans that support different organizational needs.
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Basics of Organizational Plans
- 1. Organizational Plan Compilation and Organizationof These Slides by: Abdul Rauf
- 2. 1. What’s Organizational Plan? Anorganizational plan is basically a “to do” list for an organization. It lists out the plan of work, programs, and organizational growth over a period of time - six months, a year, a five years. Planning helps an organization chart a course for the achievement of its goals.
- 3. A plan canhelp you: Set priorities for your work Make sure tasks get done on time Focus on one thing at a time Share work among staff, board members and volunteers Make your goals clear to funders Get a handle on big projects by breaking them down into smaller tasks See the big picture of what your organization is doing
- 4. 2. How toPlan? 2.1 2.2 2.3 2.4 2.5 2.6 2.7 2.8 Decide On Categories Set Goals Set Tasks Plan a Schedule Choose Responsibility Support Follow Through Plan Evaluation
- 5. 2.1 Decide OnCategories First, think about all the work that your organization does, and list out the general categories for example: ◦ Fundraising, ◦ Community Outreach, ◦ Website, ◦ and so on. .. (Some big categories might be split up)
- 6. 2.2 Set Goals Second,make sure the goals for your work in each category are clear. Ask yourselves, “Where do we want to be with this work in a year or two or more?” Example: Fundraising: Raise $8000.
- 7. 2.3 Set Tasks Next,discuss each goal and talk about all the tasks that need to be done to achieve that goal. At this point, they don’t have to be in order. Some will be more specific than others; the more specific the better, in general. You may not know how to reach some goals, yet; it’s fine to have a task list that looks like “Get fundraising training. Create fundraising plan and schedule. Carry out plan.”
- 8. 2.4 Plan aSchedule Make sure that all the tasks are listed, number them. Then draft a schedule for the tasks— either when they will be completed, or (for ongoing tasks) when they will begin. The goal is to set a schedule that is challenging but realistic.
- 9. 2.5 Choosing Responsibilities Assign responsibilitiesby asking people to volunteer to be responsible for goals or tasks. If nobody is willing to volunteer for a particular task, ask the group if it is really necessary to do it. If the group decides that it is, try to break it down into smaller tasks that might be easier to take on.
- 10. 2.6 Support Brainstorm otherindividuals and organizations that can provide support, assistance or advice in helping you carry out particular tasks or achieve general goals. Get support from other stakeholders like government departments etc.
- 11. 2.7 Follow through Comeup with a plan to check in Support and encourage people as they carry out their tasks. This may mean choosing one person to regularly check on the status of different tasks, or it may be part of reporting back at meetings.
- 12. 2.8 Plan Evaluation Finally,set a time to revisit the whole plan as a group to evaluate how things are going and revise assignments and schedules. This may be a few months or half a year in the future.
- 13. 3. Various TypesOf Plans Business Planning • Help to prepare for the growth & assimilate additional resources into the company. Performance Planning • As your business grows, your performance metrics will need to change to reflect your increasing activity. HR Planning Financial Planning • Keep the HR department updated on personnel projections, human resources group needs to continually acquire resumes. • Keeping your financing options available for your company can be an important part of the growth of your company
- 14. Types of OrganizationalPlan Operational Plans Tactical Plans Strategic Plans Start-up Plans Corporate Plans Growth Plans HR Plans
- 15. 4.1 Operational Plans Thespecific results expected from departments, work groups, and individuals are the operational goals. These goals should be precise and measurable. ◦ “Process 150 sales applications each week” or “Publish 20 books this quarter” are examples of operational goals. An operational plan is one that a manager uses to accomplish his or her job responsibilities. Supervisors, team leaders, and facilitators develop operational plans to support tactical plans.
- 16. 4.2 Tactical plans Atactical plan is concerned with what the lower level units within each division must do, how they must do it, and who is in charge at each level. Tactics are the means needed to activate a strategy and make it work. Tactical plans are concerned with shorter time frames and narrower scopes than are strategic plans. These plans usually span one year or less because they are considered short‐term goals. Long‐term goals, on the other hand, can take several years or more to accomplish. Normally, it is the middle manager's responsibility to take the broad strategic plan and identify specific tactical actions.
- 17. 4.3 Strategic Plan Astrategic plan is an outline of steps designed with the goals of the entire organization as a whole in mind, rather than with the goals of specific divisions or departments. Strategic planning begins with an organization's mission. Strategic plans look ahead over the next two, three, five, or even more years to move the organization from where it currently is to where it wants to be. Requiring multilevel involvement Top‐level management develops the directional objectives for the entire organization Lower levels of management develop compatible objectives and plans to achieve them.
- 18. 4.4 Start-up Plans Thestart-up plan is the stepping stone of the business. In this plan, the incorporator of the business analyzes the financial viability of his proposed venture. Startup Plans Include: ◦ The proposed product ◦ Its market of operation ◦ The team of individuals who would assist him in his venture ◦ The finances of the business and their mode of procurement
- 19. 4.5 Corporate Plans Theseplans are also known as strategic plans. These plans are drawn with the intent of analyzing whether or not the company’s resources are being utilized optimally. As there are often several ways in which a chore can be performed, corporate plans highlight the most feasible and profitable one.
- 20. 4.6 Growth Plans Wheneveran organization is looking in the direction of expansion, it formulates a growth plan. This plan is very similar to a start-up plan. Through this plan, the company determines whether or not it can spread its wings further. The company here analyzes its ◦ ◦ ◦ ◦ Operations, Finances, Personnel Capabilities.
- 21. 4.7 HR Plans Theseplans are chalked out by the human resources department to obtain the right number of employees with the right skills for the right places at the right time. Through the implementation of this plan, all the departments of the company should have the optimum number of personnel required.