Strategic Planning
The process of planning what you will do as an organization. This is driven by executive management with other management layers pitching ideas that may be developed into business cases. From a large number of ideas, a few strategies may be prioritized each year. Strategy is typically adopted at the top level of an organization and communicated to the organization with a process of change management.Mission & vision | Market research |
Competitive analysis | SWOT analysis |
Strategic objectives | Strategy formation |
Business plans & business cases | Strategic decision making |
Strategic prioritization | Strategy plan |
Strategy communication | Change management |
Goal Planning
Objectives and measurements are identified for each prioritized plan. These are aligned across an organization resulting in goals being set for every team, individual and project.Identifying metrics | Strategic goals |
Department goals | Team goals |
Individual goals | Performance goals |
Project goals | Operational goals |
Business Planning
Planning by business, marketing and sales units that are responsible for revenue.Business development strategy | Product management strategy |
Product development planning | Go-to-market strategy |
Marketing strategy | Sales strategy |
Sales forecasting | Market research |
Brand planning | Sales & operations planning (S&OP) |
Operations Planning
Planning related to the core value producing processes of a business such as the production of products or delivery of services. Sales & operations planning (S&OP), noted above, is the tie between business planning and operations planning.Operations strategy | Operations metrics |
Operations objectives | Forecasting business volumes |
Capacity planning | Technology planning |
Risk management planning | Quality assurance planning |
Quality control planning | Resource planning |
Facility planning | Workforce planning |
Supply chain planning | Procurement planning |
Customer service planning |
Team Planning
Planning processes within a team including the process of assigning work, tracking it and evaluating performance. Work assignments are often tracked in a team action item list or progress report that is updated in team meetings.Role & responsibilities | Job descriptions |
Work assignments | Setting expectations |
Action items | Action tracking |
Team meetings | Team meeting agendas and meeting minutes |
Setting performance goals |
Project Planning
The process of establishing a plan for a one time change initiative.Business case | Project objectives |
Stakeholder analysis | Project deliverables |
Project constraints & assumptions | Project charter |
Work breakdown structure | Task dependencies |
Project estimates | Resource planning |
Project milestones and timeline | Project schedule |
Project budget | Project risk management plan |
Project communication plan | Project plan – pulls everything together in a single plan |
