This document outlines a planning model that includes identifying opportunities and weaknesses, setting aims, exploring options, selecting the best option, detailed planning, plan evaluation, implementation, and closure. It provides flowcharts and templates for each step of the planning process and cycle.
2. Planning Cycle Flowchart
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Feedback
Identify
Aim
Explore
Options
Selection of
Best Option
Detailed
Planning
Plan
Evaluation
Plan
Implementation
Closure
of Plan
Analysis of
Opportunities
3. Analysis of Opportunities
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S • Negative Trends in your field
• Competition in your field
Strengths
F • Positive Trends in your field
• Enhancing Education
Features
B • Lack of Work Experience
• Limited Education
• Wrong Major
Benefits
W • Work Experience
• Education
Weakness
4. ^
Identify Aim
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• Ask for cell
number
Ability to
Contact
• Modify EMR home
going info “You had
STI testing”
Patient/ Provider
communication
• Encourage teens to
give confidential
number.
Adolescent
Behavior
• Algorithm
• Assigned person to
follow up
Systematic Approach
to Follow-up
Increase the % of women with an STI who
are notified of their results within 10 days
Key Drivers
Design Changes
5. Explore Options
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^
Out of the Box/
Ambitious
Making
Things
Environment:
Urban & Rural
Cultural &
Arts
Business &
Services
Technology &
Science
Community &
Youth Work
People
6. Selection of Best Option6
Reason 1
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Reason 2
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Reason 3
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Reason 4
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Technology
& Science
7. ^
Detailed Planning7
Assess Need
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Identify and Prioritize
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Set Goals and Objectives
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Develop Strategy
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Implementation
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Monitor and Evaluate
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8. Plan Evaluation
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Evaluation Level Objectives Evaluation Methods When Responsible
Level 1
Reaction
Positive Feedback
(content, trainer,
environment)
Evaluation form End of Training Trainer
Level 2
Learning
To Download, set-up and
use IM
Activity Demo (hands-on)
During and after the
training
Trainer
Participants
Level 3
Behavior
Effective usage of IM
(confidence, active,
appropriate use)
Interview with the
Manager
Employee Survey
Month 2 after conducting
the training
Trainer Manager
Trainer
9. ^
Plan Implementation
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Planning Development
(Desktop, App
Development
(Android App) Supporting
Jan
Feb
Mar
Apr
Project Plan
Business Analysis
Data Migration
Build the CRM System Training
White User Manual
Testing
Build the Android App Intg. Testing
Conduct Training
Conduct webinar
10. Closure of Plan
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Closure
Plan
• Landfill owner submits
a Pre-Closure Proposal
to Environment,
outlining the steps
which will be taken in
closing the landfill to
protect the
environment.
• Environmental
Protection Plan.
Approvals
• Obtain approval for
closure prior to
undertaking activities
Detailed
Design
• Design and
construction.
• Closure Report.
Post-Closure
Plan
• Typically developed
after closure design.
Post-Closure
Closing
• Environmental control
systems performance.
13. Stacked Column
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13
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• Product 1
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• Product 2
20 30 40 50
70 80 90
110
130
40
60
80
100
120
140
150
160
170
0
50
100
150
200
250
300
2009 2010 2011 2012 2013 2014 2015 2016 2017
Inpercentage
14. Stacked Bar
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
14
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• Product 1
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• Product 2
50%
65%
-15%
-9%
40%
50%
-19%
-2%
-30% -20% -10% 0% 10% 20% 30% 40% 50% 60% 70%
Inpercentage
15. Clustered Column - Line
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
15
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• Product 1
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• Product 2
0.00%
100.00%
200.00%
300.00%
400.00%
500.00%
600.00%
2014 2015 2016 2017
(Profit(InThousands)
16. Financial16
Minimum Medium Maximum
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75%30% 60%
18. Dashboard18
50%
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excel, and changes automatically
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and select “Edit Data”.
80%
This graph/chart is linked to excel,
and changes automatically based
on data. Just left click on it and
select “Edit Data”.
20%
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and changes automatically based
on data. Just left click on it and
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19. Location
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50%
North America
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10%
Africa
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15%
Asia
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25%
Latin America
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20. 20
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