The Unified system of planning and control

The Unified Planning and Control System helps organizations to have both an action plan and a quantitative plan for all their units at any moment in time

The Unified Planning and Control System helps organizations to have both an action plan and a quantitative plan for all their units at any moment in time, which will be consistent with each other (by units) and derive from the organization’s common goals and strategy.

The development and implementation of this system is ordered by organizations with a relatively large structure, with many subdivisions, where the management wants to achieve the best efficiency at the level of each subdivision.


The Main Approach to Conducting This Project

A planning and control system is primarily a process in which the entire organization participates first in the planning phase (which lasts 3-4 months) and then in the control phase which then lasts throughout the year.

Within the framework of the project, we create a role or a unit that should manage this system in the organization and with its help we try to build the said system. As a rule, we spend a year in the planning and control process, and this unit helps us. And in the second year, it already drives itself, and we observe intensively and intervene, where help is needed. In the third year, we merely observe the process and give recommendations to organizations – how to work more effectively in this direction.


The Main Stages of the Project

The process begins with a situational analysis, the methodology of which is adapted to specific companies, but mainly consists of an external analysis, an internal analysis, and a SWOT analysis. For its market, the organization prepares (either by itself or outsources) macro analysis, sector analysis and competition analysis in its sector, both in the country and in the region. This analysis greatly helps the rest of the planning process to make better quality decisions.

At the same time, a working group consisting of top and middle management is formed, which starts working on the general strategy and makes appropriate decisions. Together, they go through the purpose of the organization, vision of the future, general goals, strategic tasks, and the main approaches to solving each task using a pre-prepared methodology.

Then, based on situational analysis and general strategic decisions, tasks are prepared for structural units to prepare action plans and quantitative plans and to determine the demand for resources that the organization will need to implement these plans.

A very important process constitutes the participation of the top management to listen separately to the plans prepared by each unit, oppose them and give directions – in which direction to refine their plans more.

At the final stage of planning, all plans are transferred to the budget, the budget is issued according to the notes recorded after the first review, corrected, and finally approved; After which the management of the plans begins.

Within the framework of the same project, we help the system management unit to learn how to monitor the implementation of these plans monthly and quarterly, and at least once a year (mostly in the summer) manage to organize the necessary adjustments to everyone’s plan.


The Main Outcomes of the Project

An important part of the system implementation work is to establish and leave a detailed methodology – how the system management unit should work at each stage

Among them, in the part of system development, as well. This finally makes this system self-developing – that is, without our participation, they can continue not only the operation of this system, already from the third year, but also its further development.

Organizations that implement a planning and control system tend to grow much faster and on a larger scale.

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