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8/3/2019 CD planning process

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WHEREAM I?

WHERE AM I

GOING?Aahh…

Ok… 

HOW DO IGET THERE?

Lalala…

Hmmm… 

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PLANNINGPROCESS

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What is Planning?

PLANNING is a system for achieving something.

It is a method of doing something that is

worked out in advance.

Synonyms:

preparing

setting-up

laying-out

outlining

projecting

organizing

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What is Process?

PROCESS is a series of actions or steps.

Synonyms:

procedure

development/develop

method

steps

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Management is the process of  PLANNING,

organizing, leading and controlling the efforts

of organizational members and the use of other

organizational resources in order to achieve

stated organizational goals. 

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Management

Process 

PLANNING1.

Leading2.

Organizing3.

Controlling2.

Management

Skills 

Diagnostic

Decision-Making

Integrative

Interactive

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Planning?

Where are we?

Where are we going? (GOALS)

How do we get there? (STRATEGIES)

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Planning Process Defined -

PLANNING PROCESS is a series of actions

which are carried out to achieve something.

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Uses of Planning Process -

make change happen (in order to meet its

ultimate goal)

makes an organization adapt to change

help identify an organization’s strength,

weaknesses, opportunities and threats

help devise ways to solve problems

help find ways to implement something

help decide and weigh things out

sets the direction for other functions of 

management and for teamwork.

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Uses of Planning Process (continued) -

determines GOALS (what is to be done) and

STRATEGIES (how to attain the goals)

IMPROVES DECISION MAKING (because all levelsof management engage in the planning).

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Who Uses Planning Process 

Organizations, Companies

Government

Schools and Universities

Individuals

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What is PLANNED 

Policies

Standard Operating Procedures (SOPs)

Rules and Regulations

Career paths

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When to Use - 

make decisions, projects, forecasts

identify and solve problems

create change and keep up with the changing

times

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3 Kinds/Types of Planning Process -

Strategic Planning

Tactical Planning

Operational Planning

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Strategic Planning -

STRATEGIC PLANNING is the process of developing

and analyzing the organization’s mission, overall

goals, general strategies and allocating resources.

STRATEGIC PLANNING set the stage for the rest of 

the organization’s planning.

Strategic Plans have longer time frames (long-term)and wider scopes (general).

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A Strategy is a course of action created to achieve

a long-term goal.

Goals focus on desired changes.

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Tactical Planning -

TACTICAL PLANNING provides the specific ideas for

implementing the strategic plan.

It is the process of making detailed decisions about

what to do, who will do it, and how to do it.

Tactical Plans have shorter time frames and

narrower scopes than strategic plans.

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Operational Planning -

Operational Plans are short-term and deal with the

day-to-day work of the organization.

Operational Plans support tactical plans.

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Top Level Managers

Middle Managers

Supervisors

Strategic Planning

Tactical Planning

Operational Planning

(CEO/GM)

(Dept. Heads/ Ops Head)

(Area Heads / Team Leaders)

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How to Use - 

Planning Process is used with an open mind and

careful consideration.

Defining the mission

Conducting a S.W.O.T. analysis

Setting of goals and objectives

Developing related strategies (tactical andoperational)

Monitoring the plan

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A mission is the purpose of the organization. It

directs the organization (functions and operations)

to its best opportunities.

broad yet clear and concise, summarizing what

the organization does

short – no more than a single sentence

easily understood

every employee should be able to recite it from

memory

Define the Mission1.

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“We exist to provide families andbusinesses with household,

transport, and entertainmentproducts having wide mass appeal

primarily through convenient retail

financing supplemented by qualityservice support”. 

GMI MISSION:

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Strengths Weaknesses Opportunities Threats

Conduct a S.W.O.T. Analysis2.

SWOTs are the assumptions and facts on which

a plan will be based.

 

SWOT analysis is used as a baseline for future

improvement as well as gap analysis.

 

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Weaknesses

What are the vulnerable areas of Coffee Dreamthat could be exploited?

 

Are our facilities outdated? 

What does the competition (i.e. Starbucks, Bo’sCoffee, Coffee Bean & Tealeaf, Figaro) do well?

 

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Opportunities

What are the possible new markets (of CD)? 

In which areas are our competitors not meeting

customer needs?

 

What are the emerging new products? technologies? 

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Threats

In which area do our competitors meet customerneeds more effectively?

 

Are there new competitors? 

Is there a shortage of resources? 

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Strategic goals and objectives are developed to

bridge the gap between an organizations’ current

capability and its mission.

Set Goals and Objectives3.

Strategic goals and objectives are aligned with themission and form the basis for action plans.

Objectives are sometimes referred to as

performance goals.

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Tactical Plans are based on the organization’s 

strategic plans.

Develop Related Strategies

(Tactical and Operational)

4.

Operational Plans are based on the organization’s 

tactical plans.

These (tactical and operational) are specific plans

that are needed for each task or supportive

activity comprising the whole.

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CONCLUSION - 

What is Planning Process?

PLANNING PROCESS is a series of actions which are

carried out to achieve something.

It is a process through which an organization,

community, group or an individual develop

proposals, plans, ideas to serve their respective

needs.

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When to Use - 

make decisions, projects, forecasts

identify and solve problems

create change and keep up with the changing

times

Importance - 

IMPROVES DECISION MAKING (because all levels

of management engage in the planning).

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Top Level Managers

Middle Managers

Supervisors

Strategic Planning

Tactical Planning

Operational Planning

3 Kinds of Planning Process - 

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PLAN To manage the future

PROCESS

Defining the mission

Conducting a S.W.O.T. analysis

Setting of goals and objectives

Developing related strategies(tactical and operational)

Monitoring the plan

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Quality Planning - 

Define quality from customer’s view

Identify customers

Determine customer needs

Develop product/service features to meet needs

Establish product/service goals

Develop process to meet goals

Provide feedback

Set business goals and develop means for meeting

goals:

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Organizational Level

Program Level

GMIMission