Introduction to PLANNING

Planning for organizational effectiveness or planning for personal success?  Well, whatever the case may be there are some effective tools that you can use to help guide you in planning your new year!

I am pretty sure that most business organizations are already done planning their 2014, but for those who have not yet started - always remember that It is never too late to plan.

Planning is an essential ingredient to success if not the most important and like the old saying goes:

"If you fail to plan, you are planning to fail." - Benjamin Franklin

But how do we define effective planning?

Effective planning according to the Seven Habits book of Stephen Covey is,

"To start with a clear understanding of your destination, to know where you are going so that you better understand where you are now and so that the steps you take are always in the right direction."

Let us begin.

First you must remember that there is a Planning Framework that you must adhere to, to be able to maximize the effectiveness of all your efforts to plan.  In organizational planning, there are seven (7):


For personal planning you may cut down the STRATEGY, PROGRAMS and PROJECTS on the steps and go straight from GOALS to the ACTIVITIES.  The essence of this framework is to chop down your VISION or your definition of SUCCESS to doable daily activities that will move you closer to achieving your goals.  Accomplishing daily goals gives you more satisfaction and takes away the pressure brought about by bigger goals.

For example, let's say that your goal is to have a monthly savings of 10,000 pesos, wouldn't it be nicer if we set a daily goal like - 'take the bus to and from work to save 30 Pesos worth of daily gas expense and put that on the piggy bank' instead?  At the end of the Month, you'll be surprise at how you've managed to meet your savings goal.

In organizations, there are three types of planning:


Strategic Planning is often called Long-Term Planning.  It focuses on the general direction of the organization for the period of 6 to 10 years.  Program Planning on the other hand is called Medium-Term Planning.  It focuses on more concrete projects and programs set by the organization that will be implemented for the next 3 to 5 years.  While Tactical Planning is called the Short-Term Plan which focuses on activities set for 6 Months to 1 Year.
Organizational Planning Matrix
What people do during the start of the year, like setting up resolutions and jotting down birthdays, holidays and special occasions may be considered as a form of Tactical Planning.

Now that you've gotten acquainted with the planning framework and matrix, it's now time to get to the details.  Your initial task before the start of the planning process is to set your very own DEFINITION OF SUCCESS!  And that's what we're going to talk about next time.