Developing a work approach that is adequate to the challenges ahead
a world moving toward new and different futureS
|
Corporate Planning Process Manual (by Mike Kami)
|
|
|
|
Click triangles at left of topic to expand or contract the topic. Topics without subtopics only have bullets.
|
|
|
|
Introduction
|
|
|
|
Concepts of Planning
|
|
|
Planning Rationale
|
|
|
|
Scope of Planning Process
|
|
|
|
Responsibility for Planning
|
|
|
|
Levels of Planning
|
|
|
|
Practice of Planning
|
|
|
|
Chief Executive's Commitment
|
|
|
|
Goal-Oriented Climate
|
|
|
|
Need for an Integrated Planning System
|
|
|
|
Responsibility for Coordination of Planning
|
|
|
|
Instructions for the Use of Manual
|
|
|
|
Systematic Approaches and Premises
|
|
|
|
Thinking Modes and Sequence of Process
|
|
|
|
Implementation Steps and Cautions
|
|
|
|
Communications, Coordination, Motivation
|
|
|
|
Corporate Planning Process
|
|
|
|
Definitions and Descriptions
|
|
|
|
Situation Analysis and Strategy Review
|
|
|
|
Action Plans and Annual Plan
|
|
|
|
Annual Planning Cycle
|
|
|
|
Process
|
|
|
|
Phase A-Development of Objectives
|
|
|
Where are we ?
|
|
|
|
Overview
|
|
|
|
Nature of Business
|
|
|
|
External/Internal Profile
|
|
|
|
Values/Issues
|
|
|
|
External Environmental Profiles
|
|
|
|
Markets
|
|
|
|
Market/Product Mix
|
|
|
|
Market Profile
|
|
|
|
Market Growht
|
|
|
|
Market Profitability
|
|
|
|
Customers Profile
|
|
|
|
Distribution
|
|
|
|
Products/Services
|
|
|
|
Product Service Profile
|
|
|
|
Product Growth
|
|
|
|
Product Profitability
|
|
|
|
Industry Profile
|
|
|
|
Market/Product Match
|
|
|
|
Internal Environmental Profiles
|
|
|
|
Technology
|
|
|
|
Human Resources
|
|
|
|
Physical Resources
|
|
|
|
Finances
|
|
|
|
Management Philosophy
|
|
|
|
Business Definition
|
|
|
|
Key Issues
|
|
|
|
Where are we going?
|
|
|
|
Key External Factors
|
|
|
|
Social, Economic, Governmental
|
|
|
|
Markets, Channels, Products/Services
|
|
|
|
Technology, Industry
|
|
|
|
External Factors Impact
|
|
|
|
Key Challenges and Threats
|
|
|
|
Where can we go?
|
|
|
|
Key Success Factors
|
|
|
|
Strength and Needs
|
|
|
|
Key result/activity Areas
|
|
|
|
Key Strengths and Needs
|
|
|
|
Feeder Analysis
|
|
|
|
Where might we go?
|
|
|
|
Potentials & Forecasts
|
|
|
|
Market Potential
|
|
|
|
Market Sales Forecast
|
|
|
|
Product Service Potential
|
|
|
|
Product/Service Sales Forecast
|
|
|
|
Company Forecast
|
|
|
|
Assessment of Future Business Situation
|
|
|
|
Evaluation of Market Attractiveness
|
|
|
|
Evaluation of Product/Service Vitality
|
|
|
|
Where do we want to go?
|
|
|
|
Business Growth—Wants
|
|
|
|
Basic Business Objectives
|
|
|
|
Long Range Basic Business Objectives
|
|
|
|
Comparison of Objectives vs. "Momentum" Forecast
|
|
|
|
Gap Filling Selection
|
|
|
|
Opportunity/Problem Analysis
|
|
|
|
Key Result Areas Objective
|
|
|
|
Unique Capabilities Objectives
|
|
|
|
Business Definition: Nature of Future Business
|
|
|
|
Phase B-Strategy
|
|
|
|
What Could We Do?
|
|
|
|
Opportunity/Problem Feasibility Analysis
|
|
|
|
Challenges/Threats/Actions
|
|
|
|
Strengths/Needs/Actions
|
|
|
|
Effects of Competition
|
|
|
|
Competition List
|
|
|
|
Competition Evaluation
|
|
|
|
Competitive Capabilities
|
|
|
|
Assessment of Possible Action Programs
|
|
|
|
Resource Requirements for Action Programs
|
|
|
|
What Should We Do?
|
|
|
|
Market Position from Gap Filling Selection
|
|
|
|
External Strategic Moves
|
|
|
|
Internal Strategic Moves
|
|
|
|
Statement of Strategy
|
|
|
|
Expected Financial Results
|
|
|
|
Priority of Action Programs
|
|
|
|
Status of Action Programs
|
|
|
|
Target Dates of Action Programs
|
|
|
|
Phase C-Implementation
|
|
|
|
Business Activities
|
|
|
|
Relationships between activities
|
|
|
|
Change in direct & indirect business activities
|
|
|
|
Human Equation
|
|
|
|
Strategy impact on organization structure
|
|
|
|
Manpower Plan
|
|
|
|
Motivation Considerations
|
|
|
|
Managerial Styles
|
|
|
|
Communication Analysis
|
|
|
|
Funds/Time Requirements
|
|
|
|
Funding & Timing of New Action Programs
|
|
|
|
Funding & Timing of Capital Programs
|
|
|
|
Funding & Total Business Activities: Summary
|
|
|
|
Funding & Timing of Financial Allocations
|
|
|
|
Functional Impact
|
|
|
|
Long Range Market Objectives
|
|
|
|
Long Range Product/Service Objectives
|
|
|
|
Functional Objectives
|
|
|
|
Phase D-Departmental/Functional Planning
|
|
|
|
Direct Business Activities
|
|
|
|
Marketing
|
|
|
|
Function Scope
|
|
|
|
Capabilities Analysis
|
|
|
|
Major External Factors
|
|
|
|
Marketing Assumptions
|
|
|
|
Key Result Area Objectives
|
|
|
|
Action Program Selection
|
|
|
|
Marketing Budget
|
|
|
|
Production
|
|
|
|
Research & Development
|
|
|
|
Indirect Business Activities
|
|
|
|
Human Resources
|
|
|
|
Finance
|
|
|
|
Administration
|
|
|
|
Other Functions
|
|
|
|
Phase E-Control
|
|
|
|
Management Reports
|
|
|
|
External Information Monitoring Responsibilities
|
|
|
|
Changes in External Factors (Actual Impact Assessment)
|
|
|
|
Social, Economic, Governmental
|
|
|
|
Markets, Channels, Products/Services
|
|
|
|
Technology, Industry (Direct & Indirect)
|
|
|
|
Changes in Potential and Forecast
|
|
|
|
Market: Total Potential
|
|
|
|
Market: Sales Forecast
|
|
|
|
Product/Service: Total Potential
|
|
|
|
Product/Service: Sales Forecast
|
|
|
|
Key Changes
|
|
|
|
Quantitative Variance Analyses
|
|
|
|
Market Objectives Variances
|
|
|
|
Product/Service Objectives Variances
|
|
|
|
Key Result areas Objectives Variances
|
|
|
|
Unique Capabilities Objectives Variances
|
|
|
|
Financial Objectives Variances
|
|
|
|
Key Annual Objectives Variances — Summary
|
|
|
|
Program Assessment
|
|
|
|
Challenges Won
|
|
|
|
Threats Overcome
|
|
|
|
Strenghts Exploited
|
|
|
|
Needs Developed
|
|
|
|
Methodology
|
|
|
|
Key Techniques
|
|
|
|
Clue Planning
|
|
|
|
The Razor Blade
|
|
|
|
Steps
|
|
|
|
Gap Analysis
|
|
|
|
Where Are We? (External)
|
|
|
|
Where Are We? (Internal)
|
|
|
|
Where Are We Going?
|
|
|
|
Where Can We Go?
|
|
|
|
Where Might We Go?
|
|
|
|
Where Do We Want to Go?
|
|
|
|
What Do We Have To Do?
|
|
|
|
What Could We Do?
|
|
|
|
What Should We Do?
|
|
|
|
How To Do It?
|
|
|
|
How Are We Doing?
|
|
|
|
PIP (Program Implementation Planning)
|
|
|
|
Program Purpose and Objectives
|
|
|
|
Program Planning Steps
|
|
|
|
Program Budget
|
|
|
|
Summary of Resources Required
|
|
|
|
Program Steps/Time Schedule
|
|
|
|
Program Review Notes
|
|
|
|
Major Program List
|
|
|
|
Major Program Schedule
|
|
|
|
Program Coordination Matrix
|
|
|
|
Control of Planning Process
|
|
|
|
Scheduling
|
|
|
|
Annual Planning Schedule
|
|
|
|
Annual Planning Schedule Overview
|
|
|
|
Annual Planning Schedule Procedure
|
|
|
|
Planning Conference
|
|
|
|
Planning Conference Agendas
|
|
|
|
Scheduling Relationships
|
|
|
|
Scheduling Relationships Charts
|
|
|
|
Plan Preparation
|
|
|
|
Documentation
|
|
|
|
Glossary
|
|
|
|
Management Levels
|
|
|
|
Plans
|
|
|
|
Corporate Plan
|
|
|
|
Functional Plan
|
|
|
|
Annual Plan
|
|
|
|
Contingencies
|
|
|
|
Appendix
|
|
Click the button below to make a donation through PayPal. Just a few dollars helps with the books, software, web site hosting, and the time devoted to enhancing the work approach blue print and action menu available on this site. See the text site map for a view of the site's unique scope and resources. Also see links to external resources on my del.icio.us page
See conceptual resource book list for a categoried list of book outlines and conceptual resources for a usage methodology.
Assistance available.
Toward unimagined futures (Pyramids to DNA)
|
Adventures in time
|
TLN world time view
|
Knowledge system view (Changing social and economic picture and economic content and structure)
|
Life-TIME investment system (a prototype blueprint)
|
TLN key ideas
|
Organization evolution
|
Life design
|
Career management
OR
Work life evolution
OR
Career evolution
|
Life management system (LMS)
OR
Life navigation system (LNS)
|
Financial investing
|
Conceptual resources
|
Mental patterns
|
Life lines
|
Partners wanted
|
TLN acknowledgements
|
Resume (Bob Embry)
|
TLN site conceptual foundation
|
Personal (Bob Embry)
|
TLN site map
|
TLN text site map
|
Simplified TLN system view
|
Bob Embry's Time Life Navigation © Blog
|
Selected TLN articles in the news
|
TLN site contact info
|
googleme
|
TLN search
Copyright 2007 © All rights reserved bobembry bob embry time life navigation life time investment system career evolution life design