Showing posts with label Planning. Show all posts
Showing posts with label Planning. Show all posts

Thursday, November 10, 2011

Strategic Planning - On One Page

Strategic planning is not a scary proposition. In fact, I'd argue, you actually do it more often than you think you do. David Allen, is his blockbuster book, "Getting Things Done," says humans are actually "planning machines."

Let's face it; we start planning the moment we wake up in the morning. We start planning our day, what we'll have for breakfast, what we'll wear to work, and so on. Planning is both a conscious and subconscious act. We plan on purpose, and we often find ourselves planning unconsciously.

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So, because we're going to plan anyway, let's take a few minutes and look at a planning model that will work for any occasion or circumstance. What makes this model even better is that it can be accomplished on a single sheet of paper.

This particular model asks and answers five fundamental planning questions:

1. What do I want to accomplish?

2. Why do I want to do it?

3. How will I bring my plan to fruition?

4. What will I measure to gauge my progress?

5. What tasks will I need to complete to accomplish my goals?

What do I want to accomplish? This is your VISION for what, specifically, you want to accomplish. Notice I said "specifically." The clearer you can be in describing what you want to accomplish or achieve, the greater the chances you'll make it happen. Your mind functions best when it's very clear on what you intend to do.

Why do you want to do it? This is your MISSION. Written succinctly, it will provide the motivation and the inspiration you need to keep moving toward your vision. Your mission makes clear why you do what you do. It describes the grand purpose for your efforts or your enterprise. The mission statement for the Disney Corporation is simply: "To Make People Happy." Notice it doesn't describe a product or service, just a purpose for why they do what they do.

STRATEGIES describe how you'll go about fulfilling your vision. A strategy is a general plan of action. It simply states, in general terms, the steps you'll take to make your vision a reality. Strategies describe such activities as sales, marketing, and process improvement. Personal strategies might include health, exercise, nutrition, improved education. Strategies do not have to be measurable. Goals do.

GOALS ask: How much? By when? If my strategy is to sell more stuff this year than I did last year, then the sales goal should clarify how much more stuff you intend to sell and in what time frame. Goal: Sell 1,000 widgets by 12/31/11. If your strategy is to lose 12 pounds, then your goal might be to lose two pounds per week for the next six weeks.

ACTION PLANS are very similar to goals but with a shorter time frame. To really ramp up your progress, keep your action items right in front of you - all the time. In order to sell 1,000 widgets within a 12-month time frame, you'll need to sell 83 a month, 20 a month and - enter action plan - five a week.

I think you can see the power of this simple but powerful planning process. Hey, you're already a planning machine; David Allen said so! So, why not add on a little One Page Plan methodology and really ramp up your progress?

Strategic Planning - On One Page

Les Taylor is a professional speaker, author, consultant, and recognized expert in the field of personal improvement and professional development. Get several "free" performance improvement resources at http://www.achievement-solutions.com also, read interesting and entertaining performance improvement articles at Les Taylor's blog at http://www.gettingmorewithles.wordpress.com

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Saturday, October 8, 2011

Enterprise Resource Planning (ERP) - Its Components and Advantages

Enterprise Resource Planning is software used by many organizations for integrating its data and processes into one system. A unified database for the purpose of storing data is utilized by several systems of an organization. Several departments of an organization make use of integrated database depending upon their authorizations and permissions to access. The essential purpose of Enterprise Resource Planning software is to ensure smooth flow of information throughout an organization and it is also helpful to manage connection with exterior stakeholders. Different hardware and network configurations are supported by ERP software.

Several levels of organizations make use of ERP system for managing payroll and accounting. Functions like supply chain management, Human Resource management, warehouse management and many more can be incorporated by any organization using Enterprise Resource Planning software.

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Evolution of ERP:
Inventory Control - > Material Requirements Planning (MRP) - > Manufacturing resource planning II (MRP II) - > Enterprise resource planning

Components of ERP:

HR- Human Resources:
- HR management
- Payroll
- Planning (Workforce & shift)

Financials:
- General Ledger
- Asset & Treasury Management
- Accounts (Receivable & Payable)
- Controlling

Sales and Distribution
- Customer Management
- Sales order mgmt
- Billing, invoice & dispatch
- Sales history

Materials Management
- Procurement
- Inventory Management

Logistics
- Warehouse management
- Transport Management

Advantages of EPR Software:

- ERP integrates all business processes and reduces paper work.
- Order tracking helps in improving Customer relationship management.
- Helpful in eliminating data duplication and is useful in faster information processing.
- Decision making becomes easy for management and is useful in generating quick reports.
- Efficiently manages financial information.
- ERP software guarantees security is helpful in preventing industrial espionage.

Enterprise Resource Planning (ERP) - Its Components and Advantages

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Thursday, September 8, 2011

Chief Architect's Big Three Secrets For Enterprise Architecture Planning

In a previous article "Chief Architect's Big Three Strategic Secrets", the spotlight fell on three biggest risks the Chief Architect needs to manage before moving onto something less tactical. Consider now the area of strategic planning and opportunities in your future state landscape. Three key sources that the chief architect needs to explore are:

CEO's Top Strategic Drivers CIO's Primary Concerns Enterprise Portfolio Management

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In fact, the CEO owns, knows, eats and breathes their top three strategic drivers. At a time in the economy that we are facing now pure survival may likely be their number one focus. Such drivers might include the area cost savings, as well company stock prices. The chief architect needs to fully understand how these drivers impact or are impacted by the Enterprise Architecture Plan.

Choices made in the areas of infrastructure and solutions will most likely be efficiency based, and risk averse. Creatively considering ways in which the architecture can contribute in the area of competitive tactics is another way in which we can provide value. If the CEO is really focused on their competition's moves, it might be a looming takeover or collapse. How can the strategic plan allow for agility in these types of circumstances? What would it take to expend with a line? A division? Or purchase either?

An additional area of CEO concern is major projects. The CEO realistically needs to keep aware of the biggest corporate expenditures and these may be IT projects. Characteristically these are very high profile projects or large replacement projects. The chief architect should be fully aware of what the CEO's concerns are, and what it is troubling them about the projects. It may be the board's opinion of the project, and where else the money could be better spent.

The second area the chief architect needs to focus on is the concerns of the CIO. It is crucial to have a list of things that keeps this soul up at night as well. Some risky hardware component or some recent security lapse could be top of the list. It might be an employee or staffing issue. Where they are privy, the chief architect needs to explore what can be done in upcoming plans.

Ultimately there is the major issue of job retention as a CIO. Budget cuts and less than stellar IT performance can be used as stimulus to look within the large resource pool available. What can be done to ensure IT performance is not a factor.

A major area of concern to the chief architect should always be enterprise portfolio management. This is the prime source of where strategic future directives will be exposed. The architect needs to comprehend and be fully aware at all times of the biggest opportunities. What was the biggest project or investment identified? What is on that list or that requires the biggest investment AS WELL as the biggest return on investment.

I would suggest that the chief architect to quickly scan that portfolio management list on a monthly basis and retain a list of the quick wins and low hanging fruit. Each of these should be incorporated into whatever future planning is being pursued as the opportunities are available.

You've got to keep the pulse on these critical elements - and keep this in on your laser focus. Continually update your enterprise architecture plan where you can whenever these strategic drivers change.

Happy Architecting!

Chief Architect's Big Three Secrets For Enterprise Architecture Planning

Sharon C. Evans is an Enterprise Architect Coach, Mentor and Trainer. Her forthcoming book "Zoom Factor for Enterprise Architects: How to Focus and Accelerate Your Career" focuses on excellence and perspective for the Enterprise Architect and is due out in November 2009. She is the founder of Firefli Consulting Inc. and her member portal and more great articles and training schedules can be found at http://www.architectbootcamp.com

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Sunday, August 28, 2011

11 Enterprise Performance Management Best Practices - Planning Phase

This article continues where we left off discussing the eight performance management best practices in the defining phase of the Lifecycle Performance Management Model. The Lifecycle Performance Management Model is an enterprise framework that is centered on 35 best practices. These best practices span across the five phases of the performance life-cycle: defining, planning, executing, monitoring and reporting. This article is the second of a series of five discussing the performance management best practices within Lifecycle Performance Management, and will focus on the planning phase.

The focus of the planning phase is to start the buzz and get your organization prepared for the cultural changes that will take place during your successful performance initiative. Best practices in the planning phase enable you to gain employee acceptance into the performance initiative and put employees into a high performance mindset. They also include base-lining current performance and setting future goals, breaking down functional barriers, identifying key processes that drive business success, and ensuring a successful performance management implementation through training.

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1. Employee Acceptance Management

Employee Acceptance Management is the process of gaining employee buy-in by emphasizing performance expectations from the top level down. Employee Acceptance Management involves transforming employees into a high performance mindset, communicating employee expectations and enabling them to understand the impact that their specific role has on the success of the organization.

2. Performance Management Planning

Performance Management Planning is the practice of defining the performance strategy and
prioritizing activities according to that strategy-to ensure operational alignment with organizational goals. Performance Management Planning involves planning, budgeting, forecasting and allocating resources to support strategy and achieve optimal execution. The Performance Management Plan includes consolidating, monitoring, and reporting on performance outcomes for management, regulatory, and statutory purposes. The ultimate goal of Performance Management Planning is the ability to plan and budget in real-time with dynamic plans that provide real-time feedback to everyone who is part of the process.

3. Time Management (Planning versus Implementing)

Planning is an essential item on the critical path of every project. Our studies have shown that cutting corners on planning can triple the cost and time to implement enterprise level projects. Planning requires adequate information about the current and target states and accurate estimates of the time and financial investments required to perform all the steps necessary for change.

Planning also involves putting together a team of committed and motivated individuals with defined team roles, outlining all tasks, assigning responsibilities, and proactively managing and mitigating risks. The planning process should include the development of a vision/scope
document so that each team member understands the project vision, goals, objectives, schedule, and risks. The planning team should allow adequate time for team members to understand, investigate, document, and communicate prior to design and implementation.

4. Leadership Development

Leadership Development is the strategic investment in, and utilization of the human capital within the organization. The practice of Leadership Development focuses on the development of leadership as a process. With the rapid rate of change in our global economy, leadership has taken on the critical role of adaptation and innovation in the workplace. As companies restructure their business processes and employees, they need solid leadership training to communicate effectively, influence others, maximize creativity, and analyze your business. How leadership is demonstrated within an organization will determine how successful that organization will be and how successful those who follow will become.

5. Employee Training

Employee training is one of the most powerful cost reduction drivers. Our research shows that the under-trained employee consumes two to six times the amount of technical support (including peer support) than an adequately trained user. Employee training should be performed on systems and applications, being careful to match the training that is delivered in relation to the employee's job. Training should include a mix of instructor-led classroom training, computer-based training, and just-in-time training to help increase user productivity and reduce support costs.

6. Staff Motivation

A motivated staff is one that will operate as a team and will pitch in when needed to solve any problem or challenge at hand. They will often exceed expectations and provide critical back up for each other. A motivated staff works harder to meet the goals set by the organization.

7. Automated Asset Management

Electronically supported life-cycle driven asset process. Automated asset management consists of electronically supported procurement, automated inventory, and centralized data repository that are available to financial, administrative, technical planners, system administrators, and the service desk. Managed data within the asset management system consists of contract terms, hardware inventory, software inventory, accounting, maintenance records, change history, support history, and other technical and financial information.

8. Systems Scalability

Systems Scalability is a technology infrastructure that can logically and physically increase in performance and capacity with continuity to meet reasonable growth and change over time. A scalable architecture contains a strategic migration plan for continuous growth and progress. Commitment to scalable architectures enables the roll-out of homogeneous hardware and application platforms across users and departments with different processing requirements, while providing technical staff with a common platform to support.

9. Capacity Planning

Capacity planning is a process by which the capacity of the network and assets is measured, compared against requirements, and adjusted as appropriate. The process of capacity planning involves mapping new initiatives to existing infrastructure, understanding the cost
dynamics of network bandwidth and storage, memory, and other system resources.

10. Enterprise Policy Management

Enterprise policy management is a managed user environment in which a network or desktop administrator can control, with rules-based logic, which applications, settings, network resources, databases, and other IT assets a user can use. This environment is defined by user ID and is not necessarily machine specific. It is typically implemented by user profiles maintained at the server and synchronized with the client device that a user is logged onto.

Enterprise policy management precludes the user from making changes to the system; such as introducing unauthorized software or changing settings that may cause conflict with other system resources. As well, a managed environment controls the ease of use of the desktop, providing a common set of applications and access for groups of users or individuals. In this manner, the user is presented only with the tools they have been trained on and need for the job, and assures that changes are managed. This process, integrated with a system management and change management policy, can reduce service desk calls and unplanned
downtime, as well as create a more predictable platform for system upgrades.

11. IS Training

IS professional training is critical in preparing the IS staff that are delivering support and service to users to confidently plan and implement initiatives and solutions, and resolve user issues quickly and effectively. IS professional training should be obtained for all staff members on the systems, tools, and applications that are utilized in their daily jobs. Training should include instructor-led training classes,certification courses, seminars, and computer-based training.

11 Enterprise Performance Management Best Practices - Planning Phase

About the Author

Victor Holman is a performance management expert who helps organizations reach performance goals through best practice analysis and implementation and custom enterprise performance management products and services. His performance management frameworks and methodologies can be viewed at [http://www.lifecycle-performance-pros.com/index.php/methodologies.html].

His Organizational Performance and Best Practices Analysis [http://www.lifecycle-performance-pros.com/index.php/opbpa-full.html] measures how well organization's utilize the key performance activities that drive organizational success and identifies cost savings opportunities and the critical path to reaching organizational goals. The Lifecycle Performance Management Kit is complete with step by step guides, frameworks, templates, videoseminars, presentations, performance metrics, and more.

For a FREE performance management kit, visit the Performance Management Portal. Contact him personally at victor.holman@lifecycle-performance-pros.com.

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