orgpax leaders tool-kit

"creating plans for organizations: an overview":

PK-001-E: total 49 pages

 

when to use this tool-kit:

 

 

 

 

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when the external or internal context is changing

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to focus or align organizational activities

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to create or update strategic or other organizational plans

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understanding the key-elements of planning and how to do it

 

 

tool-kit contents:

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Getting buy-in for planning
the "our future: success or disaster?" exercise: tools 1-3

 

 

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The planning model
introduction (a "full" strategic plan), the planning model, strategic and operational elements, subsidiary plans, the sequence for planning, "labels" for planning elements

 

 

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Planning frequency and cycles
a dynamic process, re-doing the full plan, annual plan review, establishing a planning cycle

 

 

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Facilitating the process
– a guardian, permanent records, confidentiality / secrecy guidelines, how long will it take?, who to involve, staff-support, the facilitator/s, communication, output, encouraging teamwork

 

 

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For-profit versus not-for-profit organizations
– introduction, the differences in planning, the frequency of planning, facilitating the process

 

 

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Process flowchart
(the 6 steps of the process)

 

 

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Process checklist

 

 

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"Plus ça change…"
– "Journal of the Events in Borneo and Celebes…", London, 1846

 

 

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“Tools for your own process” Word file: 10 presentation slides to help you introduce the process to your colleagues and 5 pages of tools for you to use / adapt. 10 team cards to distribute. Ce dossier « Des outils pour votre propre processus » est également disponible en français.

 

 

team members

tool-kit:

 

 

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21 pages to facilitate participation (purchased separately)

 

related Orgpax products:

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Planning planning inputs (PK-002-E)

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Assessing strategic context (PK-003-E)

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Vision, role and mission (PK-004-E)

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Defining team values (PK-005-E)

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Setting strategic goals (PK-007-E)

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Tracking organizational performance: simple things, simply done (TK-001-E)