Strategic PlanningThe 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
Business plans & business cases
Strategic decision making
Goal PlanningObjectives 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.
Business PlanningPlanning by business, marketing and sales units that are responsible for revenue.
Business development strategy
Product management strategy
Product development planning
Sales & operations planning (S&OP)
Operations PlanningPlanning 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.
Forecasting business volumes
Risk management planning
Quality assurance planning
Quality control planning
Supply chain planning
Customer service planning
Team PlanningPlanning 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
Team meeting agendas and meeting minutes
Setting performance goals
Project PlanningThe process of establishing a plan for a one time change initiative.
Project constraints & assumptions
Work breakdown structure
Project milestones and timeline
Project risk management plan
Project communication plan
Project plan – pulls everything together in a single plan