What Are the Different Steps in Business Planning?

No matter what kind of planning, if you want to complete the planning project efficiently and with high quality, you should formulate the planning project process after the organization, personnel, and responsibilities are determined, and require the organization and personnel to effectively perform the process and responsibilities in order to complete the commission on time and quality Or contract tasks to satisfy yourself and the client.

Chinese name: Process of planning the project

Foreign name: Theprocess of planning project
Applied discipline: Communication

4 4 stages of planning process planning

The general planning process can be divided into four phases: the planning start-up phase, the planning investigation and preparation phase, the planning preparation phase, and the planning closing phase.

Planning project start-up phase

This phase consists of five tasks.

Reconfirm the process commission or contract task content of the planning project

Once it is confirmed that it is responsible for the preparation of the plan, the entrusted unit market personnel must reconfirm with the main personnel who are about to undertake the planning. The first is to determine the content and focus of the planning work for the current year, determine the preliminary outline of the plan, and clearly define the content of the plan text. This part of the work is mainly based on the company s work focus and the company s development requirements for the planning work. Determined with the planning staff or the marketing staff of the accepting party and the main staff responsible for planning.

The process of planning the project initially determines the planning content and focus

Based on the above results, decide whether you need to set up a planning leadership group and a compilation group, or deal with it according to small and medium-sized planning. Only form a compilation group to complete the project, and determine the planning content and focus initially, and provide materials for the preparation of the leadership group and the preparation group.

The planning project process establishes a planning leadership group and a preparation group

The planning leadership group is generally composed of the company-level leaders in charge and the relevant second-level department leaders. The planning preparation group is the main executor of the planning preparation work. It is generally composed of relevant professionals. Sometimes it may absorb some professional or external staff of the client. .

Planning project process

When planning as a project management, the planning preparation team is required to formulate a detailed planning work plan based on the characteristics of the plan, implement each person's duties according to project management methods and rules, and develop a detailed WBS (Work Breakdown Structure , Work breakdown structure), use Gantt chart to indicate time progress, milestone time point, implement detailed resource plan, work coordination of each part, cost and risk management mechanism, and then ask the leadership group for approval. When there is no leading group, it is approved by the supervisor.

Process of planning the project Held a planning start-up meeting to determine the division of labor, responsibilities, interfaces, etc.

The planning and mobilization conference is held. The participants in the conference include the members of the planning leadership group and the planning preparation group, as well as the principals of the relevant departments involved in the planning content. The purpose, characteristics and details of the planning should be presented at the meeting. Plan and discuss it thoroughly to further verify the plan. Another purpose of the kick-off meeting is to further implement the responsibilities and contact information of the leading group, planning team and related personnel (mainly email addresses, telephone numbers, whether to establish a project group, etc.).

Planning project investigation and preparation stage

Planning survey process preparation

The purpose of the survey is to make a smooth transition between future arrangements and the status quo. It is necessary to deal with the status quo, the plans being implemented, and the best connections in the future. Another important purpose of the survey is to verify the data and the opinions and suggestions of the relevant personnel on the plan.

There are three forms of survey work: discussion, data collection, and inspection of actual work / network operation status. For planning teams that are relatively independent of the enterprise, discussions and inspections are the most direct and important way to understand the enterprise.

As the information operation of communication operation enterprises has achieved good application, the information methods can be fully used in the survey. In order to better understand the actual situation, the research work should still have solid contact with front-line work scenes, front-line personnel, managers, corporate leaders and other levels in order to verify data, obtain first-hand experience and first-hand information, and avoid the kind of "hotel accommodation Meeting room meeting-restaurant dinner "three-point simple survey method.

For the content required for environmental analysis and needs analysis, field surveys must be conducted with relevant departments and end users in the society.

Therefore, it is necessary to prepare the survey outline in advance, including the determination of interviewers, the preparation of the interview outline, the preliminary preparation of the interview time and place, and the front-line scene location of the survey.

Planning project process discussion, data collection, site inspection

The content of the discussion mainly includes interviews, written surveys, etc. from the company's decision-making level to the leaders and relevant employees responsible for each executive level. Generally, the content of each interview should not be too much. The most closely related content is 3 to 5 Based on this topic, depending on the situation of the discussion, moderately develop it.

Collecting information is an important part of the research work, and it is the basic work to grasp the external environment and the status of the enterprise.

For a comprehensive comprehensive planning, the collection of information can be categorized into: economic and social development, communication policies and regulations, communication operation enterprise development laws and related enterprise aspects, corporate business, communication capabilities, service levels, investments and assets And other statistical data, as well as relevant management methods and documents of the enterprise. The data collection work should be fully prepared before the launch of the survey, and a detailed list of survey data should be put forward, and appropriate adjustments should be made according to the characteristics of enterprise informatization during field surveys.

Another important content of the survey is a comprehensive inspection of the enterprise, including an inspection of the working environment, an inspection of the network operation, equipment conditions, and an inspection of the service or product application area. Sometimes it is necessary to research the company's upstream suppliers and downstream users.

Process simulation and data projection of planning project

According to the requirements of this plan, based on the collected data, the content of the discussion, and the results of site visits, preliminary data simulations and data projections are performed to determine whether the planning investigation can be completed and the next stage of work can be completed, otherwise data will continue to be collected , Or decide to complete in the next stage.

Planning project planning process

Most of the planning work should be completed at the planning preparation stage. Entering this stage, it means that the planning work has been fully launched. Prepared in accordance with the requirements of the template or text prepared by the overall group or project leader.

Planning project process demand forecast and development goal determination

After the survey work is completed, the planning team will analyze and arrange the market environment and market demand in accordance with working practices, relevant methods, and processes. Based on the determination of the enterprise development strategy and development priorities, the enterprise development goals are given. The importance of these tasks to the enterprise is by no means what the planning team can do, so the planning phase of planning will be an interactive phase. The preliminary development strategy and goals proposed by the planning team should be fully discussed at the relevant level of the company, and if necessary, submitted to the decision-making level for discussion to confirm and adjust the development goals.

Research and determination of process resource allocation plan for planning project

Based on the determined initial development goals, combined with the development trend of the communications operation industry and grasp of future technologies, the necessary resource allocation plan for achieving the goals is given. This process can only be determined after constant discussions and discussions with relevant supervisors.

Plan the project process , investment, performance research and determine

In recent years, due to the attention of leaders at all levels, planning in the new situation has paid more attention to enforceability. It emphasizes the close relationship between the content of planning work and the plan. On the preliminary preparation of the annual plan. Implement the project, investment and performance into the year according to the planning period. In order to adapt to actual work needs and changes in the situation, the most recent annual project, investment, and performance are often researched in the planning in accordance with the principles of near-far, coarse, and rough, and determined to be consistent with the annual plan as much as possible, and relatively coarse in the next few years. To this end, a rolling planning approach should be adopted to keep pace with the times.

Process project planning planning demo version formed

See Chapter 10 for planning slide presentation methods and techniques. What I want to talk about here is that the planning work has reached this stage, and most of it has been completed. The text is about to be formed, and it is necessary to communicate with the parties on the preliminary results. There will be multiple repeated communication meetings and review meetings such as preliminary evaluation by the entrusting unit, internal evaluation by the authoring unit, intermediate evaluation by the entrusting unit, and final evaluation by the entrusting unit. Therefore, it is necessary to prepare the PPT materials for the planning and demonstration of each stage in advance. Two points need to be paid attention to: First, the content and form of the demo version should be prepared according to the people participating in each review meeting and the content to be determined; the second is to highlight the content that needs to be determined at the meeting.

Process planning text file formation for planning project

The final work of the planning preparation stage is to write the planning text and review it, and analyze and demonstrate the contents of the plan systematically. Generally, at least two preliminary and final reviews of the plan are required.

Planning project closing phase

Through multiple demonstrations of planning content and plans, the company's overall planning has reached a relatively complete and systematic conclusion, a planning demonstration version has been formed, and a planning text file has also been formed. So far, it can be regarded as the preparation of the plan. Coming to an end. Only when the planning demonstration version has passed the preliminary review by the commissioning unit, the internal review by the preparation unit, the intermediate review by the commissioning unit, and the final review by the commissioning unit; after the planning text file is revised in accordance with the review opinions, the planning text is reviewed and published, and the book is published for commission Only at the end of this planning work, sometimes it will participate in certain planning and implementation work, as well as follow-up results.

Process of planning project

After the completion of the relatively complete first draft of the plan, the first step is to conduct an initial review of the commissioned unit. The personnel participating in the preliminary evaluation of the commissioning unit are generally the specific project manager-level personnel of the relevant departments of the commissioning party and the compilers who participate in the preparation of each major or part of the plan. In this round of review, you can use the way of the presentation of the meeting PPT to determine or confirm some key indicators, projects, investments, etc. in a very meticulous and sentence-by-sentence manner. It should be noted that all relevant personnel must be present, and the opinions of all parties participating in the meeting should be balanced by the leader of the plan. Keep a record of the meeting and form a written meeting minutes. Otherwise, key statements, key planning methods, key indicators, implementation The steps cannot be confirmed, the communication is insufficient, the efficiency is low, and it will affect the subsequent work.

In- house review of process preparation units for planning projects

After the preliminary review and completion of the commissioned unit's planning PPT demo version and text, it can be considered that the planning is basically finalized. Therefore, it is necessary to go through the internal review of the preparation unit to determine that it can be provided to the client as a basic stereotyped product. The planning leadership team and all staff of the preparation unit must participate in the review. The content to be reviewed is mainly based on the ISO9000 document requirements such as the planning product operation instruction, the review according to the entrustment or contract task reconfirmation requirements, and the initial evaluation opinion of the client. Wait. In addition, it is required to pay attention to the matters needing attention in the intermediate review of the entrusting unit, as well as the presentation method and lecture method of PPT.

Intermediate review of entrusted units for planning project processes

Intermediate review of the entrusting unit generally involves the participation of middle-level personnel of the entrusting unit, the staff of the leadership unit of the preparation unit, and the individual responsible persons to reconfirm, evaluate and review the entire content of the plan. It should be noted that the leaders of the relevant departments must be present, and the balance of the opinions of all parties participating in the meeting shall be implemented by the leader of this plan. The meeting minutes shall be prepared and a written meeting minutes shall be formed. In addition, if there is a long gap between the intermediate review of the commissioning unit and the previous preliminary review, the description of the status quo in the plan may change. It is necessary to communicate with the relevant project manager of the commissioning party in advance whether the latest data is used.

Final review of the commissioning process of the planning project

The final review of the entrusted unit is generally entrusted by the highest level of the unit and middle-level personnel to participate, or the participation of external experts, the staff of the compilation unit's leadership group and the individual responsible persons to participate in the final confirmation, evaluation and review of the entire content of the plan. It should be noted that: the preparation unit needs to report on the PPT demo version. In addition to reporting the planning content, it should also briefly report the general working process and characteristics of the plan. Sometimes, it should also explain how some important instructions are communicated by the leadership If implemented, keep a record of the meeting and form the minutes of the final review meeting. In addition, if there is a long time lag between the preliminary and intermediate reviews, the description of the status quo in the plan may change. It is necessary to communicate with the relevant project manager of the client in advance whether to use the latest data. Usually, it is found that due to the change of circumstances, the later the final review is, the greater the impact on the planning results, so the two parties should communicate as soon as possible to review.

Document review of process planning texts for planning projects

After the final evaluation of the commissioned unit and completion of the revised planning PPT demo version and text, the compiler should arrange, print, and submit the text to the unit for review as soon as possible as required by the book. The content that needs to be reviewed is mainly according to the requirements of ISO9000 documents such as planned product operation instructions and the reconfirmation requirements of the entrusted or contract tasks.

Publication of process planning texts for planning projects

After reviewing the plan texts internally by the preparation unit, the plan texts can be published. On the one hand, the planning text is the product achievement form submitted to the commissioning party. It is a reviewing text for the relevant personnel of the commissioning party to execute the planning. Publish according to contract requirements and determine the number of volumes. After the volume was published and distributed to the client, the planning was basically completed.