X3.2 - Planning Flashcards

1
Q

Strategic vs Tactical Planning

A

Strategic Planning: Focuses on long-term goals and aligning with the organization’s vision and mission.

Tactical Planning: Addresses short-term, actionable goals for departments or teams.

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2
Q

What are the 5 Stages of Planning?

A
  1. Objectives: Define clear goals.
  2. Policies: Set guiding principles.
  3. Procedures: Outline how tasks are done.
  4. Rules: Establish day-to-day operational norms.
  5. Budgets: Allocate financial resources.
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3
Q

What are the SMART objectives?

A

SMART Objectives

Goals must be Specific, Measurable, Achievable, Relevant, and Time-bound to ensure clarity and attainability.

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4
Q

What are the importance of Policies and Rules?

A

Policies guide the overall direction; rules ensure compliance with these policies for operational efficiency.

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5
Q

Why is the role of communication important?

A

Plans must be communicated clearly to all stakeholders to ensure understanding, alignment, and commitment.
Regular updates and feedback keep everyone engaged.

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6
Q

What are some challenges in planning?

A

Common issues include resistance to change, lack of clarity, and insufficient resources.
Proactively addressing these challenges fosters collaboration and reduces uncertainty.

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7
Q

What is Continuous Evaluation and Adaptation?

A

Planning is dynamic. Organizations must evaluate progress and adapt to changes to stay effective and relevant.

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8
Q

What are some insights for implementation?

A

Integration: Combine strategic vision with tactical execution for a seamless transition from big-picture goals to daily operations.

Structured Process: Use the five planning stages to ensure objectives are actionable and resources are effectively utilized.

Focus on Results: SMART objectives help maintain focus and accountability while fostering motivation within the team.

Communication is Crucial: Regular updates and involvement of team members create a shared sense of ownership.

Adaptability: Establish metrics to evaluate plans and remain flexible to pivot when needed.

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