PHA 305 The Planning Process
Purposeful efforts taken to maximize future success
What are the most common types of planning?
- Business planning
- Financial planning
- Organizational planning
- Resource planning
- Strategic planning
- Contingency planning
The planning process includes what (in order)
Defining the process to a singular purpose of desired result is which step of the planning process?
1st - Define
Assessing the situation and establishing goals is which step of the planning process?
2nd - Assess
Identifying strategies to meet goals is which step of the planning process?
3rd - Identify
Establishing objectives to support progress towards goals is which step of the planning process?
4th - Steps
Writing and communicating a plan is which step of the planning process?
5th - Share
Monitoring progress is which step of the patient process?
6th - monitor
States the purpose
Defines who we are
What we want in the future
Helps to make people think and motivates them towards the future plan
Overarching efforts towards a long term goal
Who, Where, and How much time will it take? is a part of ____________
- Conduct a situation analysis
- Identify and set goals
- SWOT analysis
- Effectively communicate
- Implement the plan
- Monitor progress and assess results
Strengths and opportunities; Weaknesses and threats
Strengths and opportunities
- Positive attributes of an organization
- Characteristics that may bode well for success
Weaknesses and threats
Negative attributes or characteristics
Positive + internal =
Positive + External =
Negative + Internal =
Negative + External =
True or False: Goals should capitalize of strengths and opportunities while minimizing threats and mitigating weaknesses.
When preparing a plan, what 5 things should you understand how to manage?
Useful tools for achieving results in many areas
S in SMART
M in SMART
A in SMART
R in SMART
T in SMART
True or False: The formula of creating a SMART goal is used by many organizations as a part of their personnel management process.
Six "W" questions
Under which letter/word do the six "W" questions fall?
Set concrete criteria for __________ your progress towards the goal you've set.
What kind of questions would you ask for measuring progress?
- How much?
- How many?
- How will I know when the goal has been accomplished?
How can we make goals Attainable?
- Small steps
- Planned wisely
- Break it into small steps if needed
- Applaud each goal as it is achieved and set the next goal
For a goal to be Realistic, your goals must
represent an objective that you are willing to work for.
Be sure that each goal represents _________ progress
Your goal should be grounded within a ________ frame
True or False: A goal without a time frame keeps its urgency.
Example of a bad goal
I want to have a lot of money
Example of a long-term goal
I will have four published articles by July 2021
Example of a medium-term goal
I will publish a review article from my practice within the next six months
Example of a short-term goal
I will identify a topic for which I have or will have enough information to draft a manuscript in the next month.