1. Planning and Organizing
CHAPTER 4
Planning and Organizing
4.1 The Planning Function
4.2 Using Planning Tools
4.3 The Organizing Function
4.4 Developing Effective Organizations

2. 4.1 The Planning Function DLT
Recognize the importance of planning to business success.
Differentiate between strategic and operational planning.
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3. Why Plan? The value of a business plan The importance of planning
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4. Elements of a Business Plan
Nature of the business
Goals and objectives
Marketing plan
Financial plan
Organizational plan
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5. Levels of Planning
Strategic planning
Operational planning
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6. 4.2 Using Planning Tools DLT
Identify the characteristics of effective goals.
Describe several business planning tools and how they are used.
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7. Establishing Direction
Goals
Characteristics of effective goals
Specific and meaningful
Achievable
Clearly communicated
Consistent with each other and with overall company goals
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8. Planning Tools Budgets Schedules Standards Policies Procedures
Research
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9. Procedure for Admitting Employees and Visitors
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10. 4.3 The Organizing Function
DLT
Describe factors that managers should consider when organizing work.
Discuss how the characteristics of good organization contribute to a more effective work environment.
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11. Organizing Work The role of organization charts
The process of organizing work
Division of work
Facilities and working conditions
Employees
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12. Organization Chart For Part of a Retail Business
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13. Organization Chart for Ingram Company
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14. Organization Chart for Ingram & Kerr
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15. Organization Chart for Ingram Kerr, Inc.
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16. Characteristics of Good Organization
Responsibility and authority
Accountability
Unity of command
Span of control
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17. 4.4 Developing Effective Organizations
DLT
Describe the strengths and weaknesses of four types of organizational structures.
Make recommendations for improving business organization.
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18. Types of Organizational Structures
Line organization
Line-and-staff organization
Matrix organization
Team organization
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19. Line Organization
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20. Line-and-Staff Organization
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21. Improving Business Organization
Decentralized organization
Flattened organization
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