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How to Plan Effectively

A plan that only exists in your head isn't a plan — it's a hope. This 1-day workshop covers six categories of planning with practical tools for each: daily to-do systems, the weekly Time Matrix, implementation mapping, basic project planning, the Balanced…

About the course

A plan that only exists in your head isn't a plan — it's a hope. This 1-day workshop covers six categories of planning with practical tools for each: daily to-do systems, the weekly Time Matrix, implementation mapping, basic project planning, the Balanced Scorecard for strategic planning, and SMARTER goal-setting. The result: delegates who can turn an intention into a structured, trackable plan.

What it covers

Why Plan?

Exploring the process and why it is beneficial to plan

Six General Categories of Planning (with tools)

- Daily

How to make it work for you. To do lists, diaries, electronic

- Weekly

Understanding the Time Matrix and how it gives you a bird’s eye view
Prioritising

- Implementation Mapping

Understanding how to work a plan at conceptual stage

- Project Planning

The very basics of project planning
Moving from overall plan to task setting with the logical framework approach

- Strategic Planning

The basics of the balanced scorecard

- Goal Setting

Understanding SMARTER thinking

- Value Planning

A guideline to match your value planning and decision making to the core values of the department/organisation

Course outline (PDF)

Run it for your team

We can adapt How to Plan Effectively to your industry and your people’s real situations, and run it at your premises, at our venue or as a virtual workshop. We agree the outline with you before you order, and the rate per delegate drops as the group grows.