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HR-Survey > Competency Model

450 Questionnaire Items Measuring Planning

Planning skills are essential for business growth as they provide a structured approach to achieving goals. Here are some examples of how each skill contributes to your success:

• Contingency Planning Being prepared for unexpected events, ensuring that you can respond quickly and effectively to challenges, minimizing disruptions and maintaining continuity.
• Forecasting Predicting future trends and market conditions helps you to anticipate changes and adapt your strategies accordingly, staying relevant in the changing workplace.
• Strategic Planning Defining strategy, direction, and making decisions on the allocation of resources while reducing risk and maximizing rewards.
• Task Prioritization Identifying the most important tasks and focusing resources on them, you can achieve more impactful results ensuring that critical objectives are addressed first.
• Implementation Putting plans into action is key to realizing strategic goals. Proper implementation ensures that strategies are executed as intended, leading to successful outcomes.
• Project Management To oversee and guide a project from its inception to completion, ensuring it meets its objectives within the defined scope, time, and budget constraints.
• Resource Management Ensuring the right resources (supplies/equipment/human/financial) are available to successfully implement the plan.

Excellent planning skills enable you to navigate the complexities of the market, avoid obstacles, seize opportunities, and drive growth in a systematic and sustainable way.

360-Degree Feedback Questionnaire Items

The Planning Competency in a 360-Degree Feedback assessment includes items measuring the ability to prepare for the unexpected, forecast the future, successfully allocate resources, prioritize tasks, implement plans and manage time.

Contingency Planning

• Has plans to handle unexpected events.
• Always has a "Plan-B" ready if needed.
• Develops effective plans to deal with unforeseen circumstances.
• Regularly makes plans for contingencies.
• Adjusts plans as needed according to situational/strategic changes.
• Is good at planning for the "unexpected".
• Explores new directions/approaches to overcome setbacks and roadblocks.
• Works toward identifying potential problems and solutions for addressing them.
• Develops and works contingency plans as needed.
• Creates back-up plan for each quarter to ensure achieving sales goals.
• Develops contingency plans to address potential problems.

Forecasting

• Able to look ahead (beyond the present) when addressing the work/needs of the department.
• Anticipates obstacles and ways to overcome them.
• Anticipates potential challenges, develops plan to overcome them and then carries out the plan.
• Allows input from others for the 5-year plan.
• Anticipates challenges and has plans to overcome them.
• Anticipates potential challenges, develops plan to overcome them.
• Plans for future enhancements of the products.
• Anticipates potential challenges and develops plan to overcome achieve success.
• Anticipates unexpected hurdles or obstacles to a plan or project.

Organization

• Works in an organized manner
• Reorders the schedule of events to maximize attendance/efficiency.
• Creates to-do lists to make sure nothing is missed.
• Able to stay organized and focused using excellent planning skills.
• Integrates planning across functional, divisional and departmental boundaries.
• Organizes activities and events at conferences.
• Organizes lists of items required for meetings or presentations.

Strategic Planning

• Develops strategic plans for the company/organization.
• Develops a strategic plan to reduce costs in the department.
• Open to input from others into the plan for development of the strategic plan.
• Develops strategic plans for ensuring competitiveness in the marketplace.
• Anticipates the impacts of strategic plans.
• Assesses the potential impact of changes to the strategic plan.
• Understands the process for developing strategic plans for the organization.
• Has developed an effective strategic plan.
• Assesses the risks of various strategic plans.
• Develops a strategic plan.
• Utilizes strategic thinking in planning.

Task Division/Prioritization

• Divides complex tasks into smaller steps to measure progress toward a goal.
• Sets the appropriate sequence of tasks to efficiently achieve the goal.
• Prioritizes tasks based on urgency/need.
• Prioritizes tasks and allocates resources.
• Determines the steps required for completion of a task.
• Sets the appropriate sequence of tasks to ensure completion of the project.
• Assigns the right tasks to the right people and holds them accountable.
• Accomplishes major tasks by breaking them into manageable pieces.

Implementation

• Delegates role to team members to accomplish goals.
• Is able to follow the plan set in place.
• Involves relevant coworkers in the development of the plan.
• Closely follows the plan established for the department.
• Encourages others to follow the plan.
• Ensures everyone in the department is onboard with the current plan.
• Ensures performance measures are in place to monitor and assess attainment of goals and objectives.
• Consistently restates and reinforces his/her direction or forward plan.

Planning

• Makes plans and follows through.
• Analyzes market trends to plan the best course of action.
• Able to balance the needs of multiple stakeholders in developing the plan for the division.
• Ensures staff are held accountable for following the department plan.
• Develops plans used to accomplish urgent or critical tasks.
• Prioritizes plans based on a cost/benefit analysis.
• Develops plans to help manage expectations and project demands.
• Is able to clearly articulate the plan for the department/district.
• Consults with the research department before making major changes.
• Plans meetings effectively.

Project Management

• Able to identify the needs of the department before a major change.
• Develops an effective plan to guide the project.
• Open to input from others into the plan for the project.
• Creates a timeline to specify when each phase of the project should be concluded.
• Develops a detailed plan outlining tasks, resources, timelines, and deliverables.
• Creates effective project plans.
• Determines the appropriate actions needed to achieve goals.
• Initiates the planning process by defining the scope of the project.
• Creates plans to handle complex, multi-faceted projects.
• Identifies what must be accomplished for successful completion of project.

Resource Management

• Anticipates resources needed to successfully implement a plan or project.
• Determines the allocation of funds based on plans for future development.
• Identifies resource requirements that may impact the development of the 5-year plan.
• Understands what equipment will be needed for the project.
• Ensures staff have the supplies and resources necessary to enact the plan.
• Determines what supplies/equipment will be needed for the job.
• Purchases equipment and software that will be needed in the future.
• Determines what supplies/equipment will be needed for the project.
• Accurately estimates the amount of materials/supplies needed for the project.
• Understands what materials will be required to successfully implement the plan.
• Determines what supplies/equipment will be needed for the department.
• Determines the amount of materials/supplies needed for the project.
• Identifies resources needed to accomplish objectives.
• Develops systematic approach to get resources needed to accomplish the plan.

Scheduling/Staffing

• Notifies staff when the plan is not on schedule.
• Creates a timeline for events and monitors progress.
• Determines staffing needs for the project/department.
• Schedules staff based on seasonal needs.
• Reduces uncertainty in the department through clear planning and schedules.
• Adjusts and rearranges the schedule to maximize efficiency.
• Plans for future staffing needs.
• Plans schedules in detail to include breaks and specific assignments, by associate, by hour to maximize customer service.
• Regularly plans and participates in networking and recruiting activities to ensure additional help is available throughout the year.
• Plans schedules based on associates' strengths to maximize sales.
• Plans and organizes events effectively.

Logistics Planning

• Creates effective logistics plans to achieve high operational efficiency.
• Develops plans to ensure the smooth operation of the supply chain.
• Makes strategic and tactical decisions to guide the logistics process.
• Able to develop logistics plans to move material through a multi-step supply chain.
• Develops good plans used for logistics.
• Effectively uses logistics planning to reduce supply delays.
• Develops proper plans to ensure seamless flow of materials through logistics.
• Plans freight processing during non-operating hours or off the sales floor to maximize customer service.

Time-Management

• Sets up and monitors timeframes and plans
• Plans for how to allocate time to specific activities.
• Accurately estimates the duration of tasks.
• Efficiently manages deadlines.
• Establishes and monitors timeframes and timelines.
• Establishes a course of action for self and others to accomplish specific goals.
• Conducts regular assessments of the project status to ensure adherence to the set schedule.

Employee Opinion Survey Items

Planning enables businesses to navigate uncertainty, capitalize on opportunities, and manage limited resources efficiently.

Contingency Planning

• I regularly plan for unexpected events
• My manager explores new directions/approaches to overcome setbacks and roadblocks
• Our organization develops and works contingency plans as needed
• My manager always has a "plan-b" if needed
• Leadership develops and implements contingency plans as needed
• Our department regularly makes plans for contingencies
• I regularly plan for contingencies
• Our department is able to adjust plans as needed according to situational/strategic changes.
• My manager encourages us to plan for the unexpected
• I have plans to handle unexpected events
• Our department has a back-up plan for each quarter to ensure achieving sales goals
• Our department is prepared with tactical plans to address critical incidents
• My supervisor is good at planning for contingencies
• Our company is good at planning for the "unexpected"
• We develop contingency plans to address potential problems
• My department is good at developing plans for contingencies

Task Division/Prioritization

• Leadership is effective in prioritizing tasks and allocating resources
• I divide complex tasks into smaller steps to measure progress toward a goal
• My manager effectively prioritizes tasks based on urgency/need
• My manager assigns the right tasks to the right people and holds them accountable
• Our department has set the appropriate sequence of tasks to efficiently achieve the goal
• The project manager is good at setting the appropriate sequence of tasks to ensure completion of the project
• I analyze market trends to plan the best course of action
• I can determine the steps required for completion of a task
• I can accomplish major tasks by breaking them into manageable pieces

Forecasting

• My supervisor anticipates the resources I need to successfully implement a plan or project
• Management anticipates potential challenges and develops a plan to achieve success
• My manager is able to look ahead (beyond the present) when addressing the work/needs of the department
• Our company has a 2-year plan
• Our department has a 2-year plan
• My manager can anticipate potential challenges, develop a plan to overcome them and then carry out the plan
• I am able to anticipate obstacles and find ways to overcome them
• I anticipate the resources needed to successfully implement a plan or project
• Employees I work with anticipate challenges and have plans to overcome them
• I feel that leadership is able to anticipate obstacles and find ways to overcome them
• Our company has a 5-year plan
• Our department has a 5-year plan
• I am able to anticipate potential challenges and develop plans to overcome them
• I 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
• I can anticipate potential challenges and develop a plan to achieve success
• My manager plans for the future

Resource Management

• Assessment is part of the planning process to identify organizational weaknesses and develop solutions
• Resources are organized and coordinated effectively
• My manager is able to identify the needs of the department before a major change
• Financial planning is an important part of the Company's plans
• My manager determines what supplies/equipment are needed for the project
• Resources are coordinated and utilized effectively in my department.

My Abilities

• I am familiar with operational planning
• I know the operating constraints that limit what our department can do
• I am able to balance the needs of multiple stakeholders in developing the plan for the division
• I can analyze market trends to plan the best course of action
• I know what resources are needed to accomplish goals
• 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 are available
• I can identify alternate courses of action if needed
• I know what courses of action I need to take to achieve my objectives

Organization

• My manager is able to stay organized and focused using excellent planning skills
• Action plans are developed to ensure accomplishments of goals and objectives
• The project leader will reorder the schedule of events to maximize attendance/efficiency
• We regularly use planning and scheduling software
• I feel I work in an organized manner
• We use software tools to help with visualization of the plan
• Our company integrates planning across functional, divisional and departmental boundaries
• Team leaders organize lists of items required for meetings or presentations
• I use to-do lists to make sure nothing is missed

Strategic Planning

• Leadership gathers data from a variety of sources for use in strategic planning
• My manager anticipates the impacts of strategic plans
• My manager regularly develops strategic plans
• I develop strategic plans for ensuring competitiveness in the marketplace
• Leadership at our company collaborates to implement the strategic plan
• My department has a strategic plan in place
• The Company has long-term goals aligned with its strategic vision
• My manager is good at creating a strategic plan
• Managers assess the risks of various strategic plans
• My manager understands the process for developing strategic plans for the organization
• I know how to develop a strategic plan
• My supervisor is open to input from others into the plan for development of the strategic plan
• My manager has developed a strategic plan to reduce costs in the department
• I have confidence in our leadership's strategic plans
• I know how to utilize strategic thinking in planning
• Our department's strategic plan is linked to the organization's mission and goals
• I feel the President has developed an effective strategic plan
• The VP has developed strategic plans for the company/organization
• Our organization has implemented a strategic plan for our future
• The Company strategic planning process supports employee development and continuous process improvement

My Manager or Supervisor

• My manager is good at avoiding barriers that may inhibit our progress
• My supervisor knows what courses of action are necessary to achieve objectives
• Leadership develops plans used to accomplish urgent or critical tasks
• My manager uses operational planning
• My manager develops plans to help manage expectations and project demands
• My supervisor helps me keep goals on track
• My manager gives me objectives that need to be completed
• My manager is effective at planning for transitions in equipment or facilities
• My supervisor develops tactical plans when an incident arises
• My supervisor has a good understanding of the environment we operate in which helps us in planning for future actions
• My manager is good at financial planning and keeping the department's expenses within budget

Leadership at the Company

• Leadership assesses the Company human resources to promote and improve employee development opportunities
• Leadership develops effective plans to deal with unforeseen circumstances
• Leadership at the company makes plans and follows through
• 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

Implementation

• Coworkers closely follow the plan established for the department
• My supervisor encourages others to follow the plan
• Our department uses milestones to keep track of progress
• My manager sets milestones to track progress on the plan
• Our department is flexible enough to adjust the plan as needed
• Progress is regularly evaluated to ensure adherence to the plan
• Our department ensures performance measures are in place to monitor and assess attainment of goals and objectives
• My department is effective at planning for smooth implementation of new processes
• Our department collects data regarding our progress in implementing our plans
• I am able to follow the plan set in place
• Our department collaborates with others to implement the strategic plan
• My manager ensures everyone in the department is onboard with the current plan
• Plans that our department makes are usually implemented smoothly without incidents
• Delegates tasks to team members to accomplish goals
• Goals and objectives are integrated and aligned with the Company vision
• The department head ensures staff are held accountable for following the department plan

Planning

• I make plans and follow through
• Our department sets objectives to be completed
• 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
• Vision, strategic plans, processes, and quality controls are coordinated through the Leadership at the Company
• My supervisor plans meetings effectively
• I plan for the future
• Managers involve relevant coworkers in the development of the plan

Project Management

• My manager creates effective project plans
• I usually create a timeline to specify when each phase of the project should be concluded
• The project manager develops an effective plan to guide the project
• The project manager is open to input from others into the plan for the project
• My manager develops a detailed plan outlining tasks, resources, timelines, and deliverables
• I can create plans to handle complex, multi-faceted projects
• The team leader identifies what must be accomplished for successful completion of project
• The project lead initiates the planning process by defining the scope of the project
• Our department determines the appropriate actions needed to achieve goals

Resource Management

• My manager anticipates resources needed to successfully implement a plan or project
• I know how to determine what supplies/equipment will be needed for the department
• Our department purchases the equipment and software that will be needed in the future
• The project leader is good at determining the amount of materials/supplies needed for the project
• My manager determines the allocation of funds based on plans for future development
• Our department accurately estimates the amount of materials/supplies needed for the project
• The manager understands what equipment will be needed for the project
• I know how to identify resources needed to accomplish objectives
• 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
• The team lead ensures staff have the supplies and resources necessary to enact the plan

Scheduling/Staffing

• I can plan schedules based on associates' strengths to maximize sales
• My manager adjusts and rearranges the schedule to maximize efficiency
• My manager is effective at determining appropriate staffing needs for the project/department
• The project lead notifies staff when the plan is not on schedule
• My manager reduces uncertainty in the department through clear planning and schedules
• I make plans for future staffing needs
• My supervisor creates a timeline for events and monitors progress
• The Company has an excellent workforce planning strategy to meet future needs
• Leadership at our company knows how to position us to be competitive in the marketplace
• The department schedules staff based on seasonal needs

Logistics Planning

• Our department develops good plans used for logistics
• 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
• Our department makes plans for freight processing during non-operating hours
• 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
• 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

Time Management

• I know how to the management software to set up and monitors timeframes and plans
• My manager establishes a course of action for self and others to accomplish specific goals
• My manager works with others to ensure plans are kept on schedule
• I am able to keep goals on track
• I conduct regular assessments of the project status to ensure adherence to the set schedule
• Our division establishes and monitors timeframes and timelines
• Our department plans for how to allocate time to specific activities
• My manager accurately estimates the duration of tasks
• My supervisor efficiently manages deadlines

Self-Assessment Items

Contingency Planning

• I develop effective plans to deal with unforeseen circumstances.
• I always have a "Plan-B" ready if needed.
• I adjust plans as needed according to situational/strategic changes.
• You regularly make plans for contingencies.
• I am good at planning for the "unexpected".
• I have plans to handle unexpected events.
• You explore new directions/approaches to overcome setbacks and roadblocks.
• You create back-up plan for each quarter to ensure achieving sales goals.
• You work toward identifying potential problems and solutions for addressing them.
• You develop contingency plans to address potential problems.
• You develop and works contingency plans as needed.

Forecasting

• You are able to look ahead (beyond the present) when addressing the work/needs of the department.
• You anticipate obstacles and ways to overcome them.
• You anticipate potential challenges, develops plan to overcome them and then carries out the plan.
• You allow input from others for the 5-year plan.
• I anticipate challenges and have plans to overcome them.
• You anticipate unexpected hurdles or obstacles to a plan or project.
• You plan for future enhancements of the products.
• You anticipate potential challenges and develops plan to overcome achieve success.
• You anticipate potential challenges, develops plan to overcome them.

Organization

• You work in an organized manner
• I can reorder the schedule of events to maximize attendance/efficiency.
• I am able to stay organized and focused using excellent planning skills.
• You create to-do lists to make sure nothing is missed.
• You organize activities and events at conferences.
• You organize lists of items required for meetings or presentations.
• You integrate planning across functional, divisional and departmental boundaries.

Strategic Planning

• I can develop a strategic plan to reduce costs in the department.
• I can develop strategic plans for ensuring competitiveness in the marketplace.
• I develop strategic plans for the company/organization.
• I anticipate the impacts of strategic plans.
• I assess the risks of various strategic plans.
• I am open to input from others into the plan for development of the strategic plan.
• You have developed an effective strategic plan.
• You assess the potential impact of changes to the strategic plan.
• You understand the process for developing strategic plans for the organization.
• You utilize strategic thinking in planning.
• You develop a strategic plan.

Task Division/Prioritization

• I divide complex tasks into smaller steps to measure progress toward a goal.
• You set the appropriate sequence of tasks to efficiently achieve the goal.
• I prioritize tasks and allocate resources.
• I determine the steps required for completion of a task.
• I prioritize tasks based on urgency/need.
• You assign the right tasks to the right people and holds them accountable.
• I set the appropriate sequence of tasks to ensure completion of the project.
• You accomplish major tasks by breaking them into manageable pieces.

Implementation

• You delegate role to team members to accomplish goals.
• You involve relevant coworkers in the development of the plan.
• You ensure that everyone in the department is onboard with the current plan.
• I encourage others to follow the plan.
• I am able to follow the plan set in place.
• You are able to closely follow the plan established for the department.
• You ensure performance measures are in place to monitor and assess attainment of goals and objectives.
• You consistently restate and reinforce your direction or forward plan.

Planning

• You make plans and follows through.
• I prioritize plans based on a cost/benefit analysis.
• I develop plans used to accomplish urgent or critical tasks.
• You are able to balance the needs of multiple stakeholders in developing the plan for the division.
• I analyze market trends to plan the best course of action.
• You ensure staff are held accountable for following the department plan.
• You are able to clearly articulate the plan for the department/district.
• I develop plans to help manage expectations and project demands.
• You consult with the research department before making major changes.
• You plan meetings effectively.

Project Management

• You are able to identify the needs of the department before a major change.
• I create plans to handle complex, multi-faceted projects.
• I know how to create effective project plans.
• I can develop a detailed plan outlining tasks, resources, timelines, and deliverables.
• I can develop an effective plan to guide the project.
• I know how to create a timeline to specify when each phase of the project should be concluded.
• I can initiate the planning process by defining the scope of the project.
• You are open to input from others into the plan for the project.
• I determine the appropriate actions needed to achieve goals.
• You identify what must be accomplished for successful completion of project.

Resource Management

• I understand what equipment will be needed for the project.
• I ensure staff have the supplies and resources necessary to enact the plan.
• You understand what materials will be required to successfully implement the plan.
• I can accurately estimate the amount of materials/supplies needed for the project.
• You purchase equipment and software that will be needed in the future.
• I can determine the amount of materials/supplies needed for the project.
• I determine the allocation of funds based on plans for future development.
• I identify resource requirements that may impact the development of the 5-year plan.
• You determine what supplies/equipment will be needed for the department.
• You determine what supplies/equipment will be needed for the project.
• I determine what supplies/equipment will be needed for the job.
• You anticipate resources needed to successfully implement a plan or project.
• You develop systematic approach to get resources needed to accomplish the plan.
• You identify resources needed to accomplish objectives.

Scheduling/Staffing

• You notify staff when the plan is not on schedule.
• I schedule staff based on seasonal needs.
• I reduce uncertainty in the department through clear planning and schedules.
• You plan for future staffing needs.
• I determine staffing needs for the project/department.
• I can adjust and rearrange the schedule to maximize efficiency.
• I can create a timeline for events and monitors progress.
• You plan and organize events effectively.
• You regularly plan and participate in networking and recruiting activities to ensure additional help is available throughout the year.
• You plan schedules in detail to include breaks and specific assignments, by associate, by hour to maximize customer service.
• You plan schedules based on associates' strengths to maximize sales.

Logistics Planning

• You develop proper plans to ensure seamless flow of materials through logistics.
• I can develop plans to ensure the smooth operation of the supply chain.
• I make strategic and tactical decisions to guide the logistics process.
• I can create effective logistics plans to achieve high operational efficiency.
• I can develop good plans used for logistics.
• You are able to develop logistics plans to move material through a multi-step supply chain.
• I can effectively use logistics planning to reduce supply delays.
• You plan freight processing during non-operating hours or off the sales floor to maximize customer service.

Time-Management

• I accurately estimate the duration of tasks.
• You establish a course of action for self and others to accomplish specific goals.
• I conduct regular assessments of the project status to ensure adherence to the set schedule.
• I am able to efficiently manage deadlines.
• You establish and monitor timeframes and timelines.
• I plan for how to allocate time to specific activities.
• You set up and monitor timeframes and plans

Job Application

None

• What factors would you use to predict a product's performance in the marketplace?
• Have you used (algebra/trigonometry/calculus/statistics) at work? If so, what was the problem you were solving?
• Describe a difficult problem you solved.
• What types of decisions are easiest for you to make and which ones do you find most difficult?
• What decisions did you handle in your last job?
• Describe a situation in which you would utilize computers.
• What does it mean if an account is out of balance?
• Describe a time you had a problem with decisiveness.
• How do you feel you have improved your planning process in the last few years?
• Do you use computers to solve problems?
• Describe your problem solving skills.
• What is the difference between quantitative and qualitative analysis?
• Who are our competitors?
• Describe a time you had to make a quick decision.
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• Describe a problem in which you might use (algebra/trigonometry/calculus/statistics)?
• What is the toughest problem you've ever solved?
• How would you predict a product's success?
• How do you fix unexpected problems?
• What do you do when you have difficulty solving a problem?
• What do you do when you're stuck on a problem?
• What problems have you seen team-based companies face?
• Describe the most common problems you encounter at your (previous/current) job.
• How often do you use computers at work?
• What difficult decisions have you made?
• What judgmental errors have you made?
• What do you believe to be the prime factor that allows people to succeed in business today?
• When do you decide to stop working on a difficult problem?
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• How do you make decisions?
• What do you do when faced with an important decision?
• Under what circumstances do you typically make mistakes?
• How do you solve problems?
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• What does it mean if you have spent more than you have encumbered?
• Describe how you use computers.
• What has been the most difficult decision you've had to make in the last 3 years?
• What plan of action do you take when facing a problem?
• What errors have you made in your work?
• Describe how you solve difficult problems.
• Have you worked under multiple deadlines? If so, what did you do?
• What personnel crises have you dealt with in your job?

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