How To Establish a Smooth Work Planning Process

Photo of team planning

A work planning process is established to develop an approach on how to implement and accomplish tasks assigned to members of an organization. It involves managing staff performance and includes information planning, technical planning, research planning, layout planning, and template planning. Work planning is a means of coordinating all the work that needs to be accomplished for innovation and continuous improvement. It enables staff members to consistently perform tasks at their best.

To establish a smooth work planning process:

1. Make the staff involved clearly understand:

  • The organization's strategic objectives and direction.
  • The people involved.
  • The activities involved in the work planning process.
  • What benefits the staff will gain from work planning.
  • The importance of making the planning process flexible enough to respond to possible changes during program implementation.
  • How performance at work is evaluated.
  • How to create an improved annual work plan.
  • The techniques used to design several work plans for different members and various delivery services.
  • The critical success factors that impact the individual and group work plans.
  • The barriers to a successful work plan, the indicators for success, and the tools needed to succeed.

2. Encourage active participation of all the members in the work planning process at all levels.

  • Make the senior managers coordinate with the mid-level managers to determine the general tasks that need to be completed by the organization.
  • Organize that the mid-level managers team up with the line managers and develop work plans for the mid manager level.
  • Make the line managers work with their teams and individual staff members to develop the next level's work plan.

3. Develop a realistic work plan per level.

  • Use the group brainstorming technique to define and refine your plans.
  • Create the work plan as a tool to efficiently and effectively monitor program implementation.
  • Start by identifying the work group's target internal and external customers.
  • Develop your plans based on your assessed customer needs.
  • Define the specific goals to achieve.
  • Maximize the use of the available human resources and company capital.
  • Identify and detail all the planned tasks and activities of the team.
  • Include all the dates when the activities will happen or should be accomplished.
  • Specify the required resources and the specific people responsible to carryout the tasks.
  • Define the specific roles of the manager and individual staff members.
  • Include the criteria to measure success.
  • Identify the options for staff career development.
  • Describe the type of training needed to develop specific skills.
  • Define when performance will be consistently and regularly monitored.

4. Develop a realistic work plan per level. Create a Quality Improvement Team (QIT) to review and monitor the progress of the different work plans.

  • Identify how feedback will be gathered to further improve the plan.
  • Define the tools to be used in monitoring.
  • Refine the work plan based on the results of the review.

Work planning is a continuous process that involves the active participation of the managers and their staff in information planning, technical planning, research planning, layout planning, and template planning. The work plan developed facilitates communication among the participants and encourages the improvement of the work environment. But the key to its successful implementation is the organization's commitment to continuous improvement, customer involvement and the belief in delivering quality service.


Share this article!

Follow us!

Find more helpful articles: