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PLANNING
Chapter - 4
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
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
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.
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
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
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.
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
10
Real-time planning
Definition: a plan that retains fluidity to your planning process
to ensure your plans are malleable to the circumstances.
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
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
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.
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
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.
1.
TRANSITION
HEADLINE
Let’s start with the first set
of slides
“
17
Example A – an FMCG
retailer
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
BIG
CONCEPT
Bring the attention
of your audience
over a key concept
using icons or
illustrations
20
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
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
Want big impact?
USE BIG IMAGE.
23
89,526,124
Whoa! That’s a big number, aren’t you proud?
25
89,526,124$
That’s a lot of money
100%
Total success!
185,244 USERS
And a lot of users
26
OUR PROCESS IS EASY
27
first second last
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
TABLET PROJECT
Show and explain your web, app or
software projects using these
gadget templates.
30
DESKTOP
PROJECT
Show and explain
your web, app or
software projects
using these gadget
templates.
THANKS!
Any questions?
You can find me at:
@username
user@mail.me
31
CREDITS
Special thanks to all the people who
made and released these awesome
resources for free:
▹ Presentation template by
SlidesCarnival
▹ Photographs by Unsplash
32
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
you as a design guide if you need to create new slides or download the fonts
to edit the presentation in PowerPoint®
33
2.
EXTRA
RESOURCES
For Business Plans,
Marketing Plans, Project
Proposals, Lessons, etc
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
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
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
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
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
COMPETITOR MATRIX
40
LOW
VALUE
1
HIGH
VALUE
1
LOW VALUE 2
HIGH VALUE 2
Our company
Competitor
Competitor
Competitor
Competitor
Competitor
Compe
titor
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
EXTRA GRAPHICS
SlidesCarnival icons are editable shapes.
This means that you can:
● Resize them without losing quality.
● Change line color, width and style.
Isn’t that nice? :)
Examples:
43
DIAGRAMS AND INFOGRAPHICS
44
You can also use any emoji as an icon!
And of course it resizes without losing quality.
How? Follow Google instructions
https://twitter.com/googledocs/status/730087240156643328
✋👆👉👍👤👦👧👨👩👪💃🏃💑❤😂
😉😋😒😭👶😸🐟🍒🍔💣📌📖🔨🎃🎈
🎨🏈🏰🌏🔌🔑and many more...
45
Free templates for all your presentation needs
Ready to use,
professional and
customizable
100% free for personal
or commercial use
Blow your audience
away with attractive
visuals
For PowerPoint and
Google Slides
46

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  • 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
  • 24.
  • 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 Show and explain your web, app or software projects using these gadget templates.
  • 30. 30 DESKTOP PROJECT Show and explain your web, app or software projects using these gadget templates.
  • 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 you as a design guide if you need to create new slides or download the fonts 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
  • 43. SlidesCarnival icons are editable shapes. This means that you can: ● Resize them without losing quality. ● Change line color, width and style. Isn’t that nice? :) Examples: 43
  • 45. You can also use any emoji as an icon! And of course it resizes without losing quality. How? Follow Google instructions https://twitter.com/googledocs/status/730087240156643328 ✋👆👉👍👤👦👧👨👩👪💃🏃💑❤😂 😉😋😒😭👶😸🐟🍒🍔💣📌📖🔨🎃🎈 🎨🏈🏰🌏🔌🔑and many more... 45
  • 46. Free templates for all your presentation needs Ready to use, professional and customizable 100% free for personal or commercial use Blow your audience away with attractive visuals For PowerPoint and Google Slides 46