PK-002-E

orgpax leaders tool-kit

"Planning Planning inputs": PK-002-E: total 44 pages

when to use this tool-kit:

	planning any planning process
	deciding how much information to collect / analyze, and who should participate in the planning process
	finding the balance between "over-planning" and "under-planning"

tool-kit contents:

Backgrounder
– what to focus on (hard-facts and judgement, quantitative element, qualitative element, definition of "maximum rigor", specifying the desired balance, etc.)

– facilitating the process (confidentiality, competitive secrecy, people to be involved, clarify the role of the group, neutral facilitator, process agreed-to, voluntary participation, acceptance of methodology, information gathering, encouraging teamwork, etc.)

Process flowchart
(the 5 steps of the process)

Understanding the process and the tools:

preparation: checklist, measurable objectives
input: "Preparing for our planning process" questionnaire

analysis: roll up, analysis matrix
plan for planning: general direction, specific inputs
implementation: links to the planning process

“Tools for your own process” Word file: 13 presentation slides to help you introduce the process to your colleagues and 7 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:

18 pages to facilitate participation (purchased separately)

related Orgpax products:

	Creating plans for organizations: an overview (PK-001-E)
	Assessing strategic context (PK-003-E)
	Vision, role and mission (PK-004-E)
	Defining team values (PK-005-E)
	Setting strategic goals (PK-007-E)