This document outlines the transition and planning process for an incoming employee (EB). It involves conducting analyses of internal and external factors, developing strategies and an operational plan. The internal and external analyses include assessing key markets like students, companies, non-profits, grants and associations. Strengths, weaknesses, opportunities and threats are identified. Strategies are then developed and broken down into operational processes with timelines, responsibilities and metrics to achieve goals. The document provides guidance on the planning conference and last transition week to prepare the incoming employee.

1. Transition &
Planning

2. More knowledge
Management and
Strategic preparation
More practice and
feedback from my current

3. Based on these
feedbacks

4. Co-work:
practical
experience
Functional
Knowledge
Leadership
and
Management
Organizational
Knowldge
Planning

5. Co-work:
practical
experience
- EB incoming starts to take
responsibility. Coordinates some
meetings and tasks.
- Eb current supervises and give
feedback.

6. Functional
Knowledge
- One to one transition
- National trainings to
reinforce

7. Leadership
and
Management
- Learning packages
- Sharing
- Space for reflection/self
awareness
- Personality/profile test

8. Organizational
Knowldge
- SWOT analysis
- Team Days transition
- Corner meetings
- EB2EB trainings

9. Planning
- Areas Planning
- LC Planning
- EB outgoing give
feedback

10. Check the tool

11. Work time: Check and
adjust transition
timeline and content
based on your reality.
Time:

12. Planning Process

13. The Processes
Internal and
External
Analysis
Strategies
Planning
Operational
Planning
Last Transition Week
Planning Conference
At the beginning of each activity

14. External Analysis- WHY?
Analyze Your
Market
Define Target
Segment
Understand
Their Needs
Differentiate
The Product
Attract The
Right
Customer

15. Market Analysis
Internal
and
External
Analysis
Strategies
Planning
Operation
al
Planning
1.
2.
3.
4.
5.
Student Market Analysis (VP OGCDP, VPOGIP, VPTM)
Companies Market Analysis ( VP IGIP)
No Profit Organizations/Schools (VP IGCDP)
Other Associations/Institutions (VPMKTG)
Grants/Others (VPFIN)

16. Internal
and
External
Analysis
Students Market
Strategies
Planning
Operation
al
Planning
•
•
•
•
•
Number of Universities,
Number of faculties,
Number of students,
Fields of studies
Graduates statistics

17. Internal
and
External
Analysis
Companies Market Analysis
•
•
•
•
•
Strategies
Planning
Operation
al
Planning
Export / Import figures
Employment figures
Number of companies
Domestic sales
Increase in investments / capital

18. No Profit Organisations/School
Schools
•
•
•
•
•
Public/Private
Structure/Headmaster
Fields of studies
Accademical rankings
Amount of students
Internal
and
External
Analysis
Strategies
Planning
No-Profit
• Financial situations and
sponsors,
• Amount of people
• Main activities
• Vision/mission
• Positioning
• Connection with the
government
Operation
al
Planning

19. Grants
• Check the historical documents (3 years)
• Banks relationship (3 years)
• Grants already applied
Internal
and
External
Analysis
Strategies
Planning
Operation
al
Planning

20. Associations/Institutions/Governement
Associations
• Financial situations and
sponsors,
• Amount of people
• Main activities
• Vision/mission
• Positioning
Institutions/Governement
• Structure
• Initiatives
Internal
and
External
Analysis
Strategies
Planning
Operation
al
Planning

21. Internal
and
External
Analysis
Internal Analysis
Strategies
Planning
Operation
al
Planning
• Areas history (MC Example)
• Past and Current Performances
• SWOT

22. EB Transition Week End
• Market Analysis & SWOT Analysis Presentation
• MASTER SWOT Analysis Creation
3 Key External and Internal
Initiatives
Internal
and
External
Analysis
Strategies
Planning
Operation
al
Planning

23. Planning Conference
• Exchange Plan
Timeline, backward planning, conversion rates
Front Office and Back Office Approach
Internal
and
External
Analysis
Strategies
Planning
Operation
al
Planning

24. Operational Planning
• Breakdown your strategies in operations
How?
Timeline of Operative processes
JD and responsabilities definition
EXAMPLE: 100 Applications goal
Operations plan define: n° classroom shouts, n° events…
(according to the strategy)
Who & What & When
Internal
and
External
Analysis
Strategies
Planning
Operation
al
Planning

25. Conclusion
Growth Model
Strategies
Your Reality