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What is planning
setting the goals for the organization and its members
Planning
process of determining a set of actions designed to achieve goals
Why is planning so important
serves as the basis for strategic management, and is a decision making process that involves defining goals, establishing strategy for achieving those goals, developing a comprehensive set of actions
Steps in the planning process
set goals, generate a course of action, establish performance criteria, evaluate alternatives, select alternatives
Step 1: Set Goals
must identify opportunities and constraints that face organizations and chose specific goals that the organization aims to achieve
SWOT Analysis
strengths, weaknesses, opportunities, and threats to and within an organization
SMART Goals
specific, measurable, achievable, relevant, and time-bound
Step 2: Generate a Course of Action
develop new, untried alternatives in addition to existing ones (ex: benchmarking using other successful organizations as inspo)
Step 3: Establish Performance Criteria
specific, measurable standards and observed behaviors used to judge whether or not a task, job, or outcome has been successfully achieved
Step 4: Evaluate Alternatives
assessing and comparing possible courses of action to see which one best achieves a specific goal or action
Step 5: Select Alternatives
compare alternatives to the performance criteria and draw up a plan document that should specify goals, activities, and initiatives, responsibilities of members, standards, methods, and conformity controls
Strategic Planning
mission, vision, and values, long-term (5-10 years), top level management decisions that have long lasting organizational impact
Operational Planning
built off of strategic plans that are short-term, small-scale developmental goals
Mission, Vision, and Values
outlines the core of an organization
Mission
why does an organization exist? the fundamental purpose of an organization
Vision
where are we headed? the desired future state of an organization
Values
how do we conduct ourselves? the core philosphical values of an organization
What is organization
a means of coordinating that involves determining what tasks are to be done, who is to do them, how the tasks are to be grouped, who reports to who, and where decisions are to be made
Principles of organization
specialization, span of control, departmentalization, unity of command, responsibility and authority
Departmentalization
function-oriented, product/goal-oriented, matrix
Unity of command
chain of command
Responsibility and authority
obligations and rights of those within an organization, has four levels: informing, recommending, reporting, full
Span of Control
effected by the type of work, employee/supervisor competence or expertise, relationships, and pressure for production
Flat v. Tall Organizational Structure
flat has a wide span of control, wide has a narrow span of control
What is Staffing
the process of recruiting, hiring, and training
Goals of staffing
person-task and person-organization fit
Person-Task Fit
content based, does the person have the skills
Person-Organization Fit
context based, does the person share the same values, norms, or objectives
Psychological Contract
implicit expectations between the organization and its members, ties into organizational culture, and unlike job descriptions, it is informal, unwritten, mutual beliefs