Transition and Planning
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This document outlines the transition and planning process for an incoming employee (EB). It involves conducting analyses of internal and external factors, developing strategies and an operational plan. The internal and external analyses include assessing key markets like students, companies, non-profits, grants and associations. Strengths, weaknesses, opportunities and threats are identified. Strategies are then developed and broken down into operational processes with timelines, responsibilities and metrics to achieve goals. The document provides guidance on the planning conference and last transition week to prepare the incoming employee.
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Transition and Planning
- 2. More knowledge Management and Strategic preparation More practice and feedback from my current
- 5. Co-work: practical experience - EB incoming starts to take responsibility. Coordinates some meetings and tasks. - Eb current supervises and give feedback.
- 6. Functional Knowledge - One to one transition - National trainings to reinforce
- 7. Leadership and Management - Learning packages - Sharing - Space for reflection/self awareness - Personality/profile test
- 8. Organizational Knowldge - SWOT analysis - Team Days transition - Corner meetings - EB2EB trainings
- 9. Planning - Areas Planning - LC Planning - EB outgoing give feedback
- 10. Check the tool
- 11. Work time: Check and adjust transition timeline and content based on your reality. Time:
- 12. Planning Process
- 13. The Processes Internal and External Analysis Strategies Planning Operational Planning Last Transition Week Planning Conference At the beginning of each activity
- 14. External Analysis- WHY? Analyze Your Market Define Target Segment Understand Their Needs Differentiate The Product Attract The Right Customer
- 15. Market Analysis Internal and External Analysis Strategies Planning Operation al Planning 1. 2. 3. 4. 5. Student Market Analysis (VP OGCDP, VPOGIP, VPTM) Companies Market Analysis ( VP IGIP) No Profit Organizations/Schools (VP IGCDP) Other Associations/Institutions (VPMKTG) Grants/Others (VPFIN)
- 16. Internal and External Analysis Students Market Strategies Planning Operation al Planning • • • • • Number of Universities, Number of faculties, Number of students, Fields of studies Graduates statistics
- 17. Internal and External Analysis Companies Market Analysis • • • • • Strategies Planning Operation al Planning Export / Import figures Employment figures Number of companies Domestic sales Increase in investments / capital
- 18. No Profit Organisations/School Schools • • • • • Public/Private Structure/Headmaster Fields of studies Accademical rankings Amount of students Internal and External Analysis Strategies Planning No-Profit • Financial situations and sponsors, • Amount of people • Main activities • Vision/mission • Positioning • Connection with the government Operation al Planning
- 19. Grants • Check the historical documents (3 years) • Banks relationship (3 years) • Grants already applied Internal and External Analysis Strategies Planning Operation al Planning
- 20. Associations/Institutions/Governement Associations • Financial situations and sponsors, • Amount of people • Main activities • Vision/mission • Positioning Institutions/Governement • Structure • Initiatives Internal and External Analysis Strategies Planning Operation al Planning
- 21. Internal and External Analysis Internal Analysis Strategies Planning Operation al Planning • Areas history (MC Example) • Past and Current Performances • SWOT
- 22. EB Transition Week End • Market Analysis & SWOT Analysis Presentation • MASTER SWOT Analysis Creation 3 Key External and Internal Initiatives Internal and External Analysis Strategies Planning Operation al Planning
- 23. Planning Conference • Exchange Plan Timeline, backward planning, conversion rates Front Office and Back Office Approach Internal and External Analysis Strategies Planning Operation al Planning
- 24. Operational Planning • Breakdown your strategies in operations How? Timeline of Operative processes JD and responsabilities definition EXAMPLE: 100 Applications goal Operations plan define: n° classroom shouts, n° events… (according to the strategy) Who & What & When Internal and External Analysis Strategies Planning Operation al Planning