1. Planning and Organizing
Chapter 13
Planning and Organizing
Chapter 13
Planning and Organizing
©2008 Thomson/South-Western

2. Lesson 13.1 The Planning Function
Goals
Recognize the importance of planning to business success.
Differentiate between strategic and operational planning.
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3. Importance of Planning
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4. Planning and Organizing
Business Puzzle
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5. Planning and Organizing
Levels of Planning
Strategic planning — long-term planning that provides broad goals and direction for the entire business
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6. Planning and Organizing
Levels of Planning
Operational planning — short-term planning that identifies specific activities for each area of the business
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7. Planning and Organizing
Strategic Planning
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8. Planning and Organizing
From Vision to Mission
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9. Planning and Organizing
Vision vs Mission
a vision statement seeks to communicate the core values and purpose of an organization and looks to the future, to “what is possible” rather than “what is.”
It’s more about inspiration than perspiration, while the mission statement says exactly what you do now.
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10. Planning and Organizing
Who is this about?
“We fulfill dreams through the experience of motorcycling, by providing to motorcyclists and to the general public an expanding line of motorcycles and branded products and services in selected market segments.”
Harley-Davidson
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11. Planning and Organizing
Who is this about?
“People love our clothes and trust our company. We will market the most appealing and widely worn casual clothing in the world. We will clothe the world.”
Levi Strauss
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12. Planning and Organizing
Mission Statement
Mission statement help clarify what business you are in, your goals and your objectives, in a few succinct sentences.
Use "radiant words." Once you have the basic idea in writing, polish the language of your mission statement. "Every word counts," says Abrams. The statement should create dynamic, visual images and inspire action. Use offbeat, colorful verbs and adjectives to spice up your statements. Don't hesitate to drop in words like "kaleidoscope," "sizzle," "cheer," "outrageous" and "marvel" to add zest. If you want customers to boast about your goods and services, say so--along with the reasons why. Some businesses include a glossary that defines the terms used in the statement.
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13. Planning and Organizing
Mission Statement II
The mission statement reflects every facet of your business: the range and nature of the products you offer, pricing, quality, service, marketplace position, growth potential, use of technology, and your relationships with your customers, employees, suppliers, competitors and the community.
Why are you in business?
Who are your customers?
What image of your business do you want to convey?
What is the nature of your products and services?
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14. Lesson 13.2 Using Planning Tools
Goals
Identify the characteristics of effective goals.
Describe several planning tools and how they are used.
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15. Establishing Direction
Goal — specific statement of a result the business expects to achieve
Effective goals:
must be specific and meaningful
must be achievable
should be clearly communicated
should be consistent with each other and with overall company goals
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16. 2 Sec. Quiz questions Ch 13 #1-2
Which of the following would NOT be a part of strategic planning? (a) mission statement (b) goals, (c) strategies, (d) department work assignments
To be effective, goals should be (a) general rather than specific (b) slightly higher than can be realistically achieved, (c) independent from all other goals, (d) meaningful.
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17. Planning and Organizing
Planning Tools
Budget — specific financial plan
Schedule — time plan for reaching objectives
Standard — specific measure against which something is judged
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18. Planning and Organizing
Planning Tools
Policies — guidelines for making decisions regarding specific, recurring situations
Procedures — steps to be followed for performing certain work
Research — carefully collected information on the way jobs are performed
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19. 2 Sec. Quiz questions Ch 13 #3-4
One type of financial planning tool is a
(a) goal, (b) budget, (c) standard, (d) schedule.
Guidelines used in making decisions regarding
specific, recurring situations are know as
(a) policies, (b) procedures, (c) standards, (d) goals.
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20. 2 Sec. Quiz questions Ch 13 #5-6
The management function responsible for arranging
resources and relationships between departments and
employees and defining the responsibility each has for accomplishing the job is (a) planning, (b) organizing,
(c) implementing, (d) controlling.
A visual device that shows the structure of an organization
and the relationships among workers and divisions of work
is (a) a schedule, (b) a strategic plan,
(c) an organization chart, (d) an operational plan.
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21. Planning and Organizing
Answers to 2 second quiz 1,2,3,4
Which of the following would NOT be a part of strategic planning? (d) department work assignments.
To be effective, goals should be (d) meaningful.
One type of financial planning tool is a (b) budget.
Guidelines used in making decisions regarding specific, recurring situations are know as (a) policies.
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22. Answers to 2 second quiz 5-6
The management function responsible for arranging resources and relationships between departments and employees and defining the responsibility each has for accomplishing the job is (b) organizing.
A visual device that shows the structure of an organization and the relationships among workers and divisions of work is (c) an organization chart.
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23. Writing procedures - Steps
Have each student write a procedure about making a cell phone call
A -
B -
C -
D -
E -
Tell it to their partner and have them question each other about whether all the steps are there.
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24. Planning and Organizing
Does the light work?
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25. Planning and Organizing
Flow chart samples
Samples of flow charts
Student’s flow chart the steps “Procedure” about whether to wear Sandals on a Saturday morning.
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26. Lesson 13.3 The Organizing Function
Goals
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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27. Planning and Organizing
Organization Chart
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28. Planning and Organizing
Organizational Chart
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29. Characteristics of Good Organization
Responsibility (obligation to do an assigned task) and authority (right to make decisions about assigned work and make assignments to others)
Accountability — obligation to accept responsibility for outcomes of assigned tasks
Unity of command — principle that no employee reports to more than one supervisor at a time or for a particular task
Span of control — number of employees any one manager supervises directly
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30. Lesson 13.4 Developing Effective Organizations
Goals
Describe the strengths and weaknesses of four types of organizational structures.
Make recommendations for improving business organization.
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31. Types of Organizational Structures
Line organization __________________
Teacher
Student A Student B
Line-and-staff organization_____ & _ _ _
Student A Student B
_L_i_b_r_a_r_i_a_n _C_a_t_a_p_u_l_t_
Specialist Specialist
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32. Types of Organizational Structures
Matrix organization - Country teams in this class
Team organization – Permanent teams
Self-directed work teams
Technical job skills
Interpersonal skills, such as writing, speaking, discussing and negotiating
Administrative skills, such as leading meetings, thinking analytically and maintaining records.
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33. Improving Business Organization
Centralized organization — traditional structure in which a few top managers do all major planning and decision making
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34. Improving Business Organization
Decentralized organization — structure in which a business is divided into smaller operating units and unit managers have almost total responsibility and authority for the operation of their units
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35. Improving Business Organization
Flattened organization — structure with fewer levels of management than traditional structures. It should have improved communication because it has to flow through fewer levels.
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36. Study guide line and staff assignment
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37. Organizational chart answer key
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