Nine Steps of Planning in your Organisation

Even though everyone in your organisation may be fairly aware of what is to be achieved, and what your organisational goals are, the goal-setting, planning process is useful to focus awareness on the aims and processes and to ensure that everyone knows exactly what their roles are.

These steps can also be used in any decision-making situation, or any problem solving session.

Planning, must, however, never stop. It is constantly adapting to new situations.

1. Assess the situation
2. Select objectives and strategies to realize objectives.
3. Develop action plans for entire long-range plan
4. Develop detailed action plans for current year
5. Establish a way to monitor activites and insure feedback (reporting).
6. Develop a budget and implement ways to meet funding requirements.
7. Measure performance; analyze feedback; compare progress with plan.
8. Act on findings: give green light to successful activities, take corrective action when needed.
9. Signoff on completed plans - abandon ones not achieving your objective or when the objective changes (as they do).

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