Morrisey on Planning, A Guide to Tactical

The third volume in a three-volume series, A Guide to Tactical Planning offers all managers and professionals hands-on tools they can use to develop meaningful short-term results through tactical planning techniques. As with the other volumes in this series, George Morrisey--long recognized as a leading expert in the areas of planning and strategic thinking--offers his insights into how planning actually works in organizations. Succinct and easy to read, the books in this series can be used in any sequence, and stand on their own as individual guides to more effective planning. The companion volumes include Volume One: A Guide to Strategic Thinking, and Volume Two: A Guide to Long-Range Planning. Each draws on examples from individual departments and work units as well as from the perspective of the total organization, making them useful for all types of planning at any level of an organization.

George L. Morrisey is the author of Morrisey on Planning, A Guide to Tactical Planning: Producing Your Short-Term Results, published by Wiley.

Introduction to the Series

xv

Preface

xix

The Author

xxiii

Who Does the Planning? You, That's Who! Why Plan? Results, That's Why!

1

(10)

What Is the Unit President Concept?

1

(1)

What Is Cross-Functional Management?

2

(1)

Why Should All Managers Be Involved?

3

(1)

Why Do Many Managers Resist Becoming Involved?

4

(2)

Who Does What in Planning?

6

(2)

Can Planning Be Used for Team Building?

8

(1)

In Summary

8

(3)

What? Planned Results, That's What! How? Tactical Planning, That's How!

11

(16)

What Is Tactical Planning?

12

(1)

The Management Continuum

12

(1)

What Is a Tactical Plan?

13

(3)

The Planning Process

15

(1)

What Are the Elements of Tactical Planning and How Do They Fit Together?

16

(6)

Elements of the Tactical Planning Process

17

(5)

How Do You Develop Your Tactical Plan?

22

(1)

What Are the Benefits of This Planning Process?

23

(1)

In Summary

24

(3)

What's Your Focus? Determining Your Unit's Key Results Areas

27

(6)

What Are Key Results Areas?

27

(1)

What Are Guidelines for Determining Your Key Results Areas?

28

(3)

Guidelines for Determining Your Key Results Areas

28

(2)

Examples of Organizational Key Results Areas

30

(1)

Examples of Unit Key Results Areas

30

(1)

In Summary

31

(2)

What's Important? Identifying and Analyzing Your Critical Issues

33

(16)

What Is Critical Issue Analysis?

33

(1)

What Is Involved in Critical Issue Analysis?

34

(2)

Examples of Critical Issues for the Total Organization

35

(1)

Examples of Critical Issues at the Unit Level

36

(1)

How Do You Complete a Critical Issue Analysis?

36

(4)

What Are Some Examples of Critical Issue Analysis?

40

(1)

In Summary

40

(9)

Sample Critical Issue Analysis

42

(3)

Worksheet for Analyzing a Critical Issue

45

(1)

Example of Critical Issue Development

46

(2)

Example of a Departmental Critical Issue Analysis

48

(1)

How Should You Measure Your Results? Selecting Your Key Performance Indicators

49

(6)

What Are Key Performance Indicators?

49

(2)

What Are Guidelines for Identifying Your KPIs?

51

(3)

Guidelines for Identifying Key Performance Indicators

51

(2)

Examples of Key Performance Indicators

53

(1)

In Summary

54

(1)

What Are Your Targets? Establishing Your Objectives and Standards

55

(14)

What Are Objectives and Where Do They Come From?

55

(1)

How Many Objectives Should You Have and Where Do Standards Fit In?

56

(1)

Examples of Standards of Performance

57

(1)

How Do You Select Your Objectives?

57

(1)

What Are Guidelines for Writing Your Objectives?

58

(8)

Model and Examples of Well-Stated Objectives

61

(2)

Guidelines for Writing an Objective

63

(1)

Examples of Restated Objectives

64

(2)

In Summary

66

(3)

How Will You Reach Your Targets? Preparing Your Action Plans

69

(14)

What Are Action Plans?

69

(1)

What Is the Purpose of an Action Plan?

70

(1)

How Do You Develop Your Action Plan?

71

(1)

What Is a Format That Works?

72

(8)

Action Planning Method

73

(1)

Action Plan Format

74

(2)

Sample Action Plan for a Medium-Size Manufacturing Company

76

(1)

Sample Action Plan for Industrial Engineering

77

(1)

Sample Action Plan for a Medium-Size City

78

(1)

Sample Action Plan for a Traffic Engineer

79

(1)

What Factors Do You Need to Review in the Formulation of Your Action Plan?

80

(2)

Action Plan Review Factor Checklist

81

(1)

In Summary

82

(1)

How Will You Know and What Will You Do? Reviewing and Modifying Your Plans

83

(10)

What Is the Purpose of Management Controlling?

83

(1)

A Word of Caution

84

(1)

What Should You Control?

84

(2)

How Do You Monitor Your Progress?

86

(5)

Factors in Management Controlling

86

(1)

What Is Likely to Change?

86

(2)

How and When Will You Know?

88

(2)

What Will You Do?

90

(1)

In Summary

91

(2)

How Can You Make It Work? Assessing and Implementing Your Planning Process

93

(14)

Where Are You with Your Planning?

93

(2)

What Is Involved in Implementing and Organization-Wide Approach?

95

(3)

The Planning Assessment Checklist

96

(1)

Sample Completed Planning Assessment Checklist

97

(1)

What Is Involved in Implementing a Unit Approach?

98

(2)

Sample Plan to Plan

99

(1)

What Does a Plan Look Like?

100

(2)

Sample Table of Contents for a Company's Tactical Plan

101

(1)

When May Strategic and Tactical Planning Be Completed Together?

102

(1)

What Is Different About Planning in Public Sector Organizations?

103

(1)

What About Management by Objectives?

104

(1)

In Summary

105

(2)

APPENDIX Developing Your Unit's Roles and Missions

107

(12)

Why Should There Be a Statement of Roles and Missions for Each Separate Unit?

107

(1)

Where Does My Unit's Statement of Roles and Missions Originate?

108

(2)

Figure A.1 Questions for Clarifying Unit Roles and Missions

109

(1)

How Should Unit Statements Be Prepared?

110

(1)

Key Questions for Evaluating Unit Roles and Missions

110

(1)

What Are Some Examples of Unit Roles and Missions?

111

(6)

In Summary

117

(2)

Annotated Resources

119

(8)

Index

127

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Morrisey on Planning, A Guide to Tactical Planning Producing Your Short-Term Results

Summary

Author Biography

Table of Contents

Supplemental Materials

FREE SHIPPING

Rent More, Save More! Use code: BBRENTAL

5% off 1 book, 7% off 2 books, 10% off 3+ books

Morrisey on Planning, A Guide to Tactical Planning Producing Your Short-Term Results

Summary

Author Biography

Table of Contents

Supplemental Materials

Digital License