Survey Questions: Planning
Definition: Planning is a structured process that involves forecasting, contingency planning, and resource management to anticipate challenges, allocate resources efficiently, and develop solutions that align with organizational goals. Strong leadership ensures strategic planning, implementation, and project management, balancing stakeholder needs, optimizing scheduling and staffing, and overseeing logistics to maintain competitiveness and productivity. Through task prioritization, organization, and time management, employees follow through on plans, adapt to urgent tasks, and create sustainable frameworks that drive success.
Contingency PlanningContingency Planning focuses on developing alternative strategies to handle unexpected events and disruptions as they arise. This dimension highlights having backup plans, preparing for worst-case scenarios, ensuring flexibility in response to changes, and implementing tactical solutions for critical incidents. It prioritizes reactive preparedness, ensuring that teams can quickly adapt when faced with obstacles.
- My department is good at developing plans for contingencies
- We develop contingency plans to address potential problems
- My supervisor is good at planning for contingencies
- I have plans to handle unexpected events
- Our department has a back-up plan for each quarter to ensure achieving sales goals
- Our organization develops and works contingency plans as needed
- Our department is prepared with tactical plans to address critical incidents
- My manager encourages us to plan for the unexpected
- My manager explores new directions/approaches to overcome setbacks and roadblocks
- Our company is good at planning for the "unexpected"
- Our department regularly makes plans for contingencies
- Our department is able to adjust plans as needed according to situational/strategic changes.
- My manager always has a "plan-b" if needed
- I regularly plan for contingencies
- I regularly plan for unexpected events
- Leadership develops and implements contingency plans as needed
Task Division/PrioritizationTask Division/Prioritization focuses on breaking down complex objectives into manageable steps and ensuring tasks are arranged in an efficient sequence. This dimension highlights analyzing trends to determine the best course of action, assigning tasks based on urgency, and structuring work in a way that optimizes productivity. It prioritizes workflow optimization and resource allocation, ensuring that efforts are strategically arranged for maximum effectiveness.
- The project manager is good at setting the appropriate sequence of tasks to ensure completion of the project
- I can accomplish major tasks by breaking them into manageable pieces
- My manager assigns the right tasks to the right people and holds them accountable
- My manager effectively prioritizes tasks based on urgency/need
- Our department has set the appropriate sequence of tasks to efficiently achieve the goal
- I analyze market trends to plan the best course of action
- I divide complex tasks into smaller steps to measure progress toward a goal
- Leadership is effective in prioritizing tasks and allocating resources
- Our team sets long-term goals and reverse-engineers short-term actions to achieve them.
- I can determine the steps required for completion of a task
ForecastingForecasting emphasizes anticipating potential challenges, future needs, and trends to proactively shape strategies before issues arise. This dimension centers on predicting obstacles, planning for resource requirements, setting long-term goals (such as 2-year and 5-year plans), and adjusting strategies based on market trends. It prioritizes proactive planning, ensuring that organizations stay ahead of potential difficulties rather than reacting to them.
- Our department has a 5-year plan
- Our department has a 2-year plan
- I anticipate the resources needed to successfully implement a plan or project
- Our company has a 5-year plan
- My manager is able to look ahead (beyond the present) when addressing the work/needs of the department
- I am able to anticipate obstacles and find ways to overcome them
- I anticipate potential challenges, develop a plan to overcome them and then carry out the plan
- I can anticipate potential challenges and develop a plan to achieve success
- My supervisor anticipates the resources I need to successfully implement a plan or project
- I feel that leadership is able to anticipate obstacles and find ways to overcome them
- Our company has a 2-year plan
- I am able to anticipate potential challenges and develop plans to overcome them
- Management anticipates potential challenges and develops a plan to achieve success
- My manager plans for the future
- My manager can anticipate potential challenges, develop a plan to overcome them and then carry out the plan
- Our department keeps track of market trends to plan for future initiatives
- Employees I work with anticipate challenges and have plans to overcome them
Resource ManagementResource Management emphasizes identifying, acquiring, and allocating resources (such as supplies, equipment, funding, and personnel) needed to implement a plan successfully. This dimension centers on estimating material needs, securing necessary tools, optimizing resource utilization, and ensuring financial allocations are appropriate. It prioritizes efficiency and resource availability, making sure that teams have everything they need to bring a project to life.
- Resources are organized and coordinated effectively
- Assessment is part of the planning process to identify organizational weaknesses and develop solutions
- Financial planning is an important part of the Company's plans
- My manager is able to identify the needs of the department before a major change
- Resources are coordinated and utilized effectively in my department.
- My manager determines what supplies/equipment are needed for the project
My Abilities
- I know the operating constraints that limit what our department can do
- I know what resources are needed to accomplish goals
- I am familiar with operational planning
- I know what courses of action are available
- I know what steps are needed to plan for equipment upgrades
- I know what constraints may limit what can be performed
- I know what courses of action I need to take to achieve my objectives
- I can analyze market trends to plan the best course of action
- I am able to balance the needs of multiple stakeholders in developing the plan for the division
- I can identify alternate courses of action if needed
Organization
- My manager is able to stay organized and focused using excellent planning skills
- Team leaders organize lists of items required for meetings or presentations
- Action plans are developed to ensure accomplishments of goals and objectives
- We regularly use planning and scheduling software
- I feel I work in an organized manner
- The project leader will reorder the schedule of events to maximize attendance/efficiency
- Our company integrates planning across functional, divisional and departmental boundaries
- We use software tools to help with visualization of the plan
- I use to-do lists to make sure nothing is missed
Strategic PlanningStrategic Planning emphasizes developing high-level strategies that align with organizational goals and drive long-term success. This dimension centers on market competitiveness, risk assessment, vision-setting, and linking plans to a companyââ¬â¢s broader mission. It prioritizes foresight and goal alignment, ensuring decisions support sustainable growth and innovation.
- Leadership gathers data from a variety of sources for use in strategic planning
- I know how to utilize strategic thinking in planning
- My department has a strategic plan in place
- My manager is good at creating a strategic plan
- Our department's strategic plan is linked to the organization's mission and goals
- The Company has long-term goals aligned with its strategic vision
- The Company strategic planning process supports employee development and continuous process improvement
- My manager has developed a strategic plan to reduce costs in the department
- My manager regularly develops strategic plans
- My supervisor is open to input from others into the plan for development of the strategic plan
- My manager understands the process for developing strategic plans for the organization
- I have confidence in our leadership's strategic plans
- I develop strategic plans for ensuring competitiveness in the marketplace
- Our organization has implemented a strategic plan for our future
- I feel the President has developed an effective strategic plan
- The VP has developed strategic plans for the company/organization
- Managers assess the risks of various strategic plans
- Leadership at our company collaborates to implement the strategic plan
- I know how to develop a strategic plan
- My manager anticipates the impacts of strategic plans
My Manager or Supervisor
- My manager is effective at planning for transitions in equipment or facilities
- My manager is good at financial planning and keeping the department's expenses within budget
- My supervisor knows what courses of action are necessary to achieve objectives
- My manager is good at avoiding barriers that may inhibit our progress
- My manager develops plans to help manage expectations and project demands
- My supervisor helps me keep goals on track
- My supervisor develops tactical plans when an incident arises
- My manager uses operational planning
- My supervisor has a good understanding of the environment we operate in which helps us in planning for future actions
- My manager gives me objectives that need to be completed
- Leadership develops plans used to accomplish urgent or critical tasks
Leadership at the Company
- Leadership assesses the Company human resources to promote and improve employee development opportunities
- Leadership at the company makes plans and follows through
- Leadership develops effective plans to deal with unforeseen circumstances
- Leadership at the company prioritizes plans based on a cost/benefit analysis
- Leadership at the company assesses the potential impact of changes to the strategic plan
ImplementationImplementation emphasizes putting established plans into action and ensuring progress is tracked and adjusted as needed. This dimension centers on following the plan, ensuring alignment with company goals, setting milestones, monitoring progress, and maintaining flexibility in response to changing circumstances. It prioritizes execution and adaptation, reinforcing the ability to follow through and continuously refine the plan.
- Our department collaborates with others to implement the strategic plan
- Our department is flexible enough to adjust the plan as needed
- Our department ensures performance measures are in place to monitor and assess attainment of goals and objectives
- I am able to follow the plan set in place
- Our department uses milestones to keep track of progress
- My supervisor encourages others to follow the plan
- Coworkers closely follow the plan established for the department
- Plans that our department makes are usually implemented smoothly without incidents
- Delegates tasks to team members to accomplish goals
- Progress is regularly evaluated to ensure adherence to the plan
- My manager ensures everyone in the department is onboard with the current plan
- My department is effective at planning for smooth implementation of new processes
- The department head ensures staff are held accountable for following the department plan
- Goals and objectives are integrated and aligned with the Company vision
- Our department collects data regarding our progress in implementing our plans
- My manager sets milestones to track progress on the plan
PlanningPlanning focuses on establishing goals, setting objectives, and creating structured plans to guide projects, teams, or company operations. This dimension highlights articulating plans clearly, involving stakeholders in the development process, defining strategic priorities, and ensuring adaptability in execution. It prioritizes broad organizational planning, ensuring all aspects of decision-making align with long-term goals.
- My manager is able to clearly articulate the plan for the department/district
- My supervisor understands that the initial plans may need to be adjusted
- Our department sets objectives to be completed
- I plan for the future
- I make plans and follow through
- Managers involve relevant coworkers in the development of the plan
- Vision, strategic plans, processes, and quality controls are coordinated through the Leadership at the Company
- My supervisor plans meetings effectively
Project ManagementProject Management focuses on developing structured plans to guide multi-faceted projects from inception to completion. This dimension highlights defining project scope, setting timelines, outlining deliverables, and ensuring alignment with team goals. It prioritizes coordination and execution, ensuring that all aspects of a project are strategically planned and managed.
- The project manager is open to input from others into the plan for the project
- My manager creates effective project plans
- I can create plans to handle complex, multi-faceted projects
- The project manager develops an effective plan to guide the project
- I usually create a timeline to specify when each phase of the project should be concluded
- The team leader identifies what must be accomplished for successful completion of project
- Our department determines the appropriate actions needed to achieve goals
- The project lead initiates the planning process by defining the scope of the project
- My manager develops a detailed plan outlining tasks, resources, timelines, and deliverables
Resource ManagementResource Management emphasizes identifying, acquiring, and allocating resources (such as supplies, equipment, funding, and personnel) needed to implement a plan successfully. This dimension centers on estimating material needs, securing necessary tools, optimizing resource utilization, and ensuring financial allocations are appropriate. It prioritizes efficiency and resource availability, making sure that teams have everything they need to bring a project to life.
- My manager determines the allocation of funds based on plans for future development
- My manager anticipates resources needed to successfully implement a plan or project
- I know how to identify resources needed to accomplish objectives
- The manager understands what equipment will be needed for the project
- Our department accurately estimates the amount of materials/supplies needed for the project
- Our department purchases the equipment and software that will be needed in the future
- The team lead ensures staff have the supplies and resources necessary to enact the plan
- The project leader is good at determining the amount of materials/supplies needed for the project
- I know how to determine what supplies/equipment will be needed for the department
- My manager develops a systematic approach to get resources needed to accomplish the plan
- The project lead is good at determining what supplies/equipment will be needed for the job
Scheduling/StaffingScheduling/Staffing focuses on determining personnel needs, creating schedules, and aligning staffing decisions with operational efficiency. This dimension highlights workforce planning, adjusting schedules to maximize productivity, ensuring seasonal staffing needs are met, and reducing uncertainty through structured scheduling practices. It prioritizes resource allocation and workforce optimization, ensuring that staffing aligns with business objectives.
- I can plan schedules based on associates' strengths to maximize sales
- My manager is effective at determining appropriate staffing needs for the project/department
- My supervisor creates a timeline for events and monitors progress
- Leadership at our company knows how to position us to be competitive in the marketplace
- The department schedules staff based on seasonal needs
- I make plans for future staffing needs
- My manager adjusts and rearranges the schedule to maximize efficiency
- The project lead notifies staff when the plan is not on schedule
- The Company has an excellent workforce planning strategy to meet future needs
- My manager reduces uncertainty in the department through clear planning and schedules
Logistics PlanningLogistics Planning emphasizes coordinating the movement of materials, supplies, and operational resources to ensure efficiency and smooth execution within supply chains. This dimension centers on reducing supply delays, optimizing freight processing, managing inventory flow, and ensuring seamless material movement. It prioritizes operational execution and efficiency, ensuring supply chain management supports overall business functionality.
- I am effective in using logistics planning to reduce supply delays
- The division leader develops plans to ensure the smooth operation of the supply chain
- Our department develops good plans used for logistics
- I am able to develop logistics plans to move material through a multi-step supply chain
- My manager creates effective logistics plans to achieve high operational efficiency
- Our department makes plans for freight processing during non-operating hours
- The COO develops proper plans to ensure seamless flow of materials through logistics
- My supervisor makes strategic and tactical decisions to guide the logistics process
Time ManagementTime Management emphasizes efficiently allocating time to tasks and projects to ensure deadlines are met and goals are achieved. This dimension centers on assessing progress, estimating task durations, utilizing management software for tracking, and ensuring plans stay on schedule. It prioritizes workflow efficiency and task organization, helping individuals and teams stay productive and focused.
- Our division establishes and monitors timeframes and timelines
- I conduct regular assessments of the project status to ensure adherence to the set schedule
- I know how to the management software to set up and monitors timeframes and plans
- Our department plans for how to allocate time to specific activities
- My manager works with others to ensure plans are kept on schedule
- My manager establishes a course of action for self and others to accomplish specific goals
- I am able to keep goals on track
- My manager accurately estimates the duration of tasks
- My supervisor efficiently manages deadlines