Leadership & Management Discussion for Lesson 6: Planning for Mission Accomplishment

Lesson 6 Reading Objectives 1.The student will comprehend goals and plans and explain the relationship between them. 2.The student will comprehend the concept of organizational mission and how it influences goal setting and planning.

Lesson 6 Reading Objectives 3. The student will comprehend the types of goals an organization should have and why they resemble hierarchy. 4. The student will comprehend the characteristics of effective goals.

Lesson 6 Reading Objectives 5. The student will comprehend the four essential steps in the MBO process. 6. The student will comprehend the difference between single-use plans and standing plans.

Lesson 6 Reading Objectives 7. The student will comprehend how responsibility can be allocated to accomplish planning and goal setting. 8. The student will comprehend the new planning paradigm and its use in learning organizations.

Lesson 6 Discussion Objectives 1.The student will comprehend the concept of organizational mission and how it influences goal setting and planning. 2. The student will comprehend the four essential steps in the MBO process. 3. The student will comprehend the new planning paradigm and its use in learning organizations.

Organizational Mission  The Mission states the organization’s values, aspirations and reason for existence.  The Mission Statement is the basis for all following goals and plans.  Without a clear mission, goals and plans may be developed haphazardly causing the organization to fail.

Goals and Plans  Goals: Specify future ends  Plans: Specify the means to future ends

Strategic Goals and Plans  Strategic Goals pertain to the entire organization (not specific departments).  Strategic Plans define the action steps used to attain Strategic Goals.

Tactical Goals and Plans  Tactical Goals apply to middle management and describe what major departments must do to enable the organization to meet Strategic Goals.  Tactical Plans - Support major Strategic Plans - Short in duration

Operational Goals and Plans  Operational Goals: Specific results expected of smaller units, groups or individuals.  Operational Plans: Specific actions required to achieve Operational Goals and to support Tactical Goals. Developed at the lower level of an organization.

Goal Characteristics  Specific and Measurable  Challenging and Realistic  Defined Duration  Linked to Rewards

Management By Objectives (MBO)  A method whereby managers and employees define objectives for every department, project and person and use them to monitor subsequent performance.

Essential Steps for MBO  Set Goals The most difficult step. The most difficult step.  Develop Action Plan For both workgroups and individuals. For both workgroups and individuals.  Review Progress Periodic during the year. Periodic during the year.  Appraise Overall Performance. Review Annual Goals. Review Annual Goals.

The New Planning Paradigm  Set stretch goals: Highly ambitious goals that are clear, compelling and imaginative.  Create an environment that encourages learning.  Design new rules for planning staff.  Make continuous improvement a way of life.  Planning still starts and stops at the top.

Types of Plans  Single-Use Plans: Developed to achieve specific objectives not likely to be repeated. Includes both programs and projects.  Standing Plans: Developed to provide guidance for tasks performed repeatedly within an organization. Examples include organizational policies, rules & procedures.

Responsibility  What is it?  Can it be delegated?

Authority  What is it?  Can it be delegated?

A Message to Garcia  Pro’s  Con’s  Balance  Situational  Art of Leadership: give clear, concise direction  Art of Followership: demand clear, concise direction – ask questions!  What applies to you?

J.W. Marriott, Jr.  Treat people as you would like to be treated  Live the Golden Rule  People are my greatest asset  Reach out to people; help, counsel, teach, guide  Listen to them!  Support them so they can do their jobs  Listen to their concerns, help them solve problems, get their advice  You need to be a SERVANT-LEADER!!!

Next Class Next Class  The Chain of Command and Leadership Triad  Read: Leadership & Management, Chapter 7.

Summary  Organizational Mission: Statement of the organization’s values, aspirations, and reason for existence. Statement of the organization’s values, aspirations, and reason for existence. Basis for all following goals and plans. Basis for all following goals and plans.

Summary  Essential Steps for MBO Set Goals Set Goals Develop Action Plan Develop Action Plan Review Progress Review Progress Appraise Overall Performance. Appraise Overall Performance.

Summary  The New Planning Paradigm Set stretch goals Set stretch goals Create learning environment Create learning environment Design new rules Design new rules Encourage continuous improvement Encourage continuous improvement Plan from top down. Plan from top down.

Questions? ???