Organization Planning and Review

Process Design Pattern

Purpose

To establish an annual and long range plan and ensure that the plan is achieving the expected results.

Outcomes

 

Activities

  • Establish a Strategic Plan for the Enterprise
  • Prepare the Annual Operating Plan
    • Establish a planning calendar
    • Understand and sense the environment
    • Understand and sense the customer needs
    • Prepare planning guidance (including business continuity)
    • Cascade for each team (from the top using context information)
      • Understand Todays challenges (Formulate the mess)
      • Identify the idealized future design
      • Identify gaps and requirements
      • Identify realistic targets and objectives / strategies
      • Capture risk assessments
      • Establish Initial Budget
      • Prepare planning guidance for teams below (including continuity planning)
      • Cascade to teams below.
      • Consolidate from below
      • Cross check and finalise
      • Prepare summary of plan (and plans below)
    • Consolidate plans from Team Performance Management
      • Prepare a management plan (one year focus)
      • Prepare a long range plan (longer term to achieve ideal (8qtr min).
      • Prepare a consolidated business continuity plan.
      • Ensure risks and continuity invocation triggers identified
  • Review the plans monthly / quarterly depending upon the plan review requirements (including risks, capacity / skills profile for team)
  • Conduct Audits / Assessments
  • Identify and track opportunities / corrective actions to closure.

Roles

Planning Manager

Planning team members.

HR Capacity planning.

Quality Manager

Business Continuity Manager

Entry Criteria

An initial Planning Calendar has been agreed

Process Team has been established to manage the process.

Objects

  • Strategic Plan (Long Range Plan).
  • Organization Plan,
  • Objectives and strategies,
  • Budgets,
  • Planning Calendar,
  • Review Results and Review Actions,
  • Planning Guide (including HR)
  • Resource Capacity (by skills)
  • Risk Register
  • Business Continuity Plan
  • Audit or Assessment Calendar
  • Audit or Assessment Results

Process Owner

Person from

  • Planning Office (Office of CEO, or Office of the President),
  • Finance,
  • CEO.

References

This process links to the following Best Practice, External Standards and Product Standards. Links to other processes that this process may start are also indicated.

This process is a blend of the following references:

Commitment Management: Adaptive Enterprise

Interactive Planning: Re-Creating the Corporation

Wikipedia: Hoshin Kanri (Policy Deployment)

Wikipedia: Management by Objectives (Management: Tasks, Responsibilities, Practices)

Wikipedia: Strategic Planning

Strategy Safari

NOTE: Planning guide includes HR planning guidance for a team. Capacity, Planning Guide (People), Assessment.