Organizational Excellence Framework - Planning (PowerPoint PPTX)

This is an introductory workshop on planning. It focuses on defining and implementing good planning practices that are covered in the Organizational Excellence Framework (copyright 2010 Dawn Ringrose) publication that integrates global excellence models and provides implementation guidelines for the practitioner. These practices have been validated by over 20 years of research.

The planning practices include: Using factual information to provide input to the business planning process; Creating a business plan that identifies, prioritizes, and incorporates a balanced set of objectives, measures, and initiatives that support the strategic direction; Developing contingency plans for unforeseen events; Communicating and integrating the business plan internally and externally; Allocating resources to ensure effective implementation of the business plan; Conducting a capability gap analysis for resources (e.g. financial, assets, technology, knowledge, information); Reallocating resource requirements to adjust to changing circumstances; Monitoring and reviewing the business plan on a regular basis; Making changes to the business plan aimed at continual improvement.

Each practice includes a definition, implementation guidelines and practical examples and may include applicable research findings. The workshop is formatted so that participants learn about best management practices related to the topic and have an opportunity to self-assess against the practices and develop an improvement plan to address gaps.

This workshop is part of a consulting toolkit that includes: the Organizational Excellence Framework publication, scenario games, automated assessments, holistic workshops for micro to large size organizations and modular workshops for each key management area (governance, leadership, planning, customers, employees, work processes, suppliers and partners, resource management, continuous improvement & performance measurement).