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Your Personal Exploration & Development Guide 
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Basic Skills: Planning and Organizing Skills (E)
by Laurus Nobilis
 

What is the role of planning in business? What are the tips for development of planning and organizing skills?
 
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Posted: July 2009


 
Planning and Organizing Planning and Organizing is the skill that is part of Ability to plan group of basic skills. Planning is the ability to conceive, develop and implement plans with purpose of accomplishing short and long term goals. Planning and organizing is important for different  positions and functions. 

 
Definition

Systematically develops plans, prioritizes, organizes and manages resources in order to accomplish business goals within a defined timetable.


Key Behavioral Indicators

  • Focuses activities in order to achieve of desired results
  • Uses knowledge of general business to help formulate appropriate plans
  • Uses project management methodology including estimates of critical path, budget, staff, and resources needed for target achievement
  • Pays attention to the important details
  • Prioritizes, co-ordinates, and organizes resources to maximize all opportunities
  • Takes all important issues into account when making decisions
  • Follows through on commitments
  • Takes quick action to identify and resolve the cause of any problem
  • Flexiblity

 

Tips for Development of Planning and Organizing Skills

  • Have your manager assign you a planning mentor. The mentor would role model effective planning, behaviors and provides an surrounding for receiving the feedback and advice on an ongoing basis
  • Research other departments or companies who are noted for their effective and efficient planning processes and tools
  • Plan realistically, otherwise you may set unrealistic goals for yourself for completing a project in an attempt to appease or impress someone else
  • Create a planning process model for all future projects. Once the planning model is operational, solicit on going feedback and recommendations to improve the process
  • Working with your manager, write your department’s annual strategic goals, objectives, strategies (approach) and tactics. This plan should include the key performance indicators that the group needs to track and measure
  • Complete a self-analysis and/or 360 degree instrument detailing your strengths and weaknesses as a planner and organizer. Develop a 90-day improvement plan; during this time solicit formal and informal feedback. Participate in a re-survey after this time
  • When beginning work on a project initiate the following five-step process:
    1. Prepare a breakdown of all functional tasks
    2. Analyze each component to detect areas of risk
    3. Categories the potential problems into high and low risk areas
    4. Prepare several possible approaches to overcoming such problems if they may occur
    5. Build a safety net into your planning for high-risk areas
  • Become familiar with the flow of information in your organization: Who receives what kind of information? What information do you get that others would find valuable?
  • Utilize calendar, gantt charts and ‘to do’ lists effectively with priorities and follow up plan on projects and deadlines


 

 

 
Ask people for their input on your plans and proposals before the proposals are in final form. People generally feel more comfortable offering suggestions about a plan that is in process.

 

  

 
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