Corporate planning in an international environment

In any company, corporate planning centres on deciding what kind of business it should be in, and the philosophy which should govern its method of operation. When the company is an international one, then not only does its organisational structure require closer attention, but another dimension is added to its strategy—that of choosing the countries in which to operate. This article is concerned with two aspects of management: organization and control and the factors influencing the selection of a country for investment purposes.     

Strategic planning—Which style do you need?

Strategic planning is now a large and diverse activity practised in many different kinds of organizations. This article provides an overview of the field with a summary of the five main schools of thought each with its own business philosophy and a range of practical approaches and techniques. These basic styles are concerned with planning as a central control system, a framework for innovation, an organizational change process, a political activity, and a way of exploring the future. Most planning systems have a dominant style or focus and this emphasis needs to be adjusted in response to changes which are occurring continually in the organization and in the external environment. The article is designed to help the senior manager or corporate planner to assess the state of planning in his organization and to see where there are important gaps in the enterprise's capability for planning which might be filled by the launching of new initiatives. The article also offers an agenda of approaches for consideration by the executive who wishes to move his enterprise from a conventional 5-year planning and budgeting system towards a more comprehensive process of managing organizational change and development.     

Environmental forecasting and non-profit professional organizations

To undertake any kind of realistic planning activity, it is useful to have a long-term environmental forecast which provides the planner with an overall perspective. The planner will be functioning over the next decade in a very dynamic, complex and challenging political, economic, technological and social environment, and will require very effective planning efforts to cope with such changing environment. This article presents an approach and methodology that a planner could use in his/her organization's planning process. To the best of our knowledge, very few organizations—profit and non-profit oriented—undertake a formal long-term environmental forecast. This article might encourage several planners to examine this area of long range planning in their respective organizations. The long- term environmental forecasting approach presented in this article could be applied by planners in all types of organizations—small or large, profit oriented or non-profit oriented, old or new. This article, however, is based on a study which the authors did for a non-profit organization.     

Planning for innovation

This article is based on a presentation given by the authors to the Society for Long Range Planning and reprinted from the NRDC Bulletin. It is concerned with corporate planning in the NRDC and illustrates the philosophy and approach adopted in planning for innovation in an organization whose work is of a longerterm nature than most companies.     

The TOWS matrix—A tool for situational analysis

This article has two main purposes. One is to review general considerations in strategic planning and the second to introduce the TOWS Matrix for matching the environmental threats and opportunities with the company's weaknesses and especially its strengths. These factors per se are not new; what is new is systematically identifying relationships between these factors and basing strategies on them. There is little doubt that strategic planning will gain greater prominence in the future. Any organization—whether military, product-oriented, service-oriented or even governmental—to remain effective, must use a rational approach toward anticipating, responding to and even altering the future environment.     

Corporate Planning and Control in German industry

This article records some important results of an extensive empirical investigation in GFR. In so doing the structure and the stage of development of Corporate Planning and Control Systems in 355 industrial companies were analyzed—in addition other systems were investigated. Within the context of the planning and Control Systems, the multi-echelon organization of the system, the time scale and the differentiation of the plans as regards content, co-ordinated planning between various management levels (multi-echelon co-ordination) as well as the harmonization, adaptation and formalization of the plans and the planning, were investigated. Furthermore the content of the planning— for example, objectives, programmes, resources, and budgets—, the various sectional plans of the company, the organizational units, information as well as the interrelationship between the different management levels as regards information and the instruments for planning and control, were surveyed. In relation to the other systems, the organization, information, and management development systems as well as the general management system were analyzed.Within the context of the empirical investigation the structure and developmental stage of Planning and Control Systems in 355 industrial companies in the GFR were analyzed. As the basis for the empirical study a technological concept for Planning and Control Systems was worked out, which is based on a comprehensive planning and control theory.     

Planning for a professional association

Strategic planning for non-profit organizations presents special problems, both in concept and in application. The problems are particularly acute when the organization is a voluntary one, with highly heterogenous membership. This paper describes a multi-year effort to develop a member-needs based strategic long-range planning system for National Association of Realtors in the U.S.—a complex organization of 700,000 members, which combines the traditional functions of a trade association, an educational system, and of several professional societies. Problems, approach, and special techniques are described and discussed, with implications for senior managers and planners in both the public and private sector.     

Information for more effective strategic planning

This paper illustrates how an entity—called a ‘strategic data base’ (SDB)—can be developed to provide important information in a form which makes it directly useful in various phases of a strategic planning process. The strategic data bases are concise statements of the organizational and environmental situations which define the organization's most salient problems, opportunities, and constraints. These SDBs may be developed through a participative process involving tasks forces which are made up of managers representing the diverse interests of the organization. The strategic data bases thereby become important informational inputs to planning which can directly serve to enhance the quality of planning decisions. Moreover, the process of developing SDBs can be an important learning device for those middle managers who can become involved in such a process at a much earlier point in their career than that at which they might normally engage substantively in the organization's overall strategic choice process.     

Long range planning at continental oil

This paper discusses the process of long range planning in Continental Oil Company. Although this process has been developed to meet the needs of a large privately owned U.S.A. company, much of what is discussed would apply equally well to any large industrial organization. Some modifications would be necessary for smaller companies, but the basic principles of planning, would be unchanged.     

Designing an ADP planning process

A great deal has been written about the frustrations of carrying out long range planning in large organizations. Although far less has been written about ADP planning, similar frustrations (as well as benefits) have been suggested.The case study described in this article deals with the recent experiences of a large, federal regulatory agency— the Food and Drug Administration—in the design and implementation of an ADP planning process from 1974 to the present. Although the process was designed to meet the Agency's specific needs, many of the lessons learned will be useful to others contemplating a process for their organization (public or private).     

Goal programming and constrained regression—A comment

Goal programming was originated to obtain “constrained regression” estimates for an executive compensation formula which would conform to an organization hierarchy and other company policies prescribed by management. A subsequent history in that context is traced through other uses in personnel planning and in organization designs. Applications to planning advertising strategies are also examined which extend to uses of goal programming that involve fitting frequency functions under a variety of constraints. Finally this is all related to the initial and continuing research on the statistical properties of these estimates.     

Critical Dimensions of Strategic Information Systems Planning

Strategic information systems planning (SISP) is the process whereby an organization establishes a long-range plan of computer-based applications in order to achieve its goals. A number of problems can potentially impede information systems planners as they carry out the process. A survey of 80 firms who completed the SISP process revealed that the problems constitute five factors: the organization, implementation, database, hardware, and cost. A discriminant analysis showed that three factors—the organization, implementation, and database—best distinguished satisfied from dissatisfied information systems planners. A research application of the five factors suggested that organizations with more sophisticated business planning endure significantly less severe hardware and implementation problems.     

Introducing corporate planning in a medium-size company—A case history

Within an organization pursuing a participative style of management, the organizational effort required to implement a corporate planning process—as against a corporate plan—is not generally recognized. In this article the author describes the mechanisms adopted in one company to establish and control the planning process. These include the use of network analysis, the creation of questionnaires to obtain information and necessary data, and the construction of a set of computer models. A full assessment of the success and failures during the first year of the process is given, together with an account of the turning away from planning that has taken place in subsequent years.     

How managers decide to use planning models

Recent published reports and surveys have shown that a growing number of corporations and government agencies are using decision models not only for lower level scheduling and resource allocation but also for short-range and long-range planning. Although the literature has described in some detail the types of models used and the ways in which they are used, limited attention has been paid to the ways in which managers decide whether or not to use these models. This paper, which is based on a series of case studies, suggests that the decision to use planning models is made not by performing a comprehensive cost benefit analysis, but by the use of a reference model—that is, an existing model, sometimes in a competitive organization, similar to the one being considered.     

Comprehensive planning for libraries

In the area of planning, the literature has been almost entirely concerned with planning in the business (i.e. profit) setting. Some literature does exist on planning in the nonprofit sector, but it usually deals with tactical planning of the short-term character. This is specially true in the area of libraries and many librarians have developed and do administer large, complex organization— where conprehensive, long range planning is almost completely untreated in the literature.The current paper discusses the various steps in the strategic planning process, and relates them to a situation in which comprehensive long range plans for a new health sciences library have been developed, and to a considerable degree, implemented. In this framework, the steps of developing purpose and objecives, forecasting and policy formulation, developing and choosing growth strategy, determining resource requirements and provions, developing an organizational structure, and control system utilization are discussed both in the general framework of comprehensive planning, and with respect to actual experience in the development of a health sciences library. The roles of tactical planning and the implementation of plans are also treated.     

Tools and techniques of long-range planners

Long-range planning is concerned with the integration of predictions with corporate strategies. Both practitioners and scholars of management have frequently proposed approaches to planning that they believe to be helpful. The purpose of this paper is to report which techniques and tools and what approaches to planning are actually being used. It is hoped that this information will provide the executive or practitioner with a framework for evaluating his planning practices relative to other planners.This paper is divided into four parts. Part l provides information concerning the survey and data on which this article is based. Part ll deals with the planning process in approximately 400 business firms. Part lll examines the use of two planning tools—outside consultants and computers/mathematical models. The last section presents a summary and some general conclusions drawn from the analysis.     

The benefits of embedding experiential learning in the education of planners

Abstract

In a future of complexity, uncertainty and fragmented governance we envision planning graduates who will be better prepared for the real world of planning as a result of an experiential learning (EL) approach in undergraduate tertiary education. In this paper, we present the findings of an Australian research project in which planning educators developed and tested a range of experiential planning principles based on sound pedagogical theory. Embedding EL principles and activities within the planning curriculum provides a structured programme of engagement between theory and practice over the four years of an undergraduate Australian planning programme, including opportunities for work-integrated learning. Students gain experience in negotiated decision-making involving a wide range of interactions with planning practitioners. Students become more adaptable—cognizant of mechanisms influencing change, and recognize the value of lifelong learning founded on critical reflection. We propose that a more systematic approach to integrating experiential learning in tertiary planning education culminating in ‘work integrated learning’ would provide a vehicle for further partnerships with responsive local practitioners and communities. Finally, this paper also argues that applying experiential learning does not compromise the quality of planning education based on greater academic rigour.     

Verordnetes Coaching — und Möglichkeiten und Grenzen zur Organisationsentwicklung

Prescribed coaching — and chances and limits of organization development On the basis of two case studies it is shown how and under which conditions ?prescribed coaching“ can become effective for the coachee as well as for the organization. With that the Kühl-thesis, coaching was nothing but a placebo for the organisation, is at least partly refuted.     

Strategic planning as an organizational change process—Some guidelines from practice

Learning to cope with the problems and uncertainties created by today's changing business environment is a task which faces ever company. Coping with the challenge of change is not just a question of adapting or reacting to the changes, it may also involve taking new initiatives in relation to the environment itself in order to exploit the opportunities which exist.A company may need to make fundamental adjustments to its philosophy, strategies, organization and practices in order to meet the newer demands of the environment. A prime difficulty is that companies are rarely in a position to start from scratch, they have existing organizational arrangements, power distributions, well established strategies and vested interests all of which tend to resist any kind of change which is likely to upset the ‘status quo’. They also have to overcome outdated beliefs and norms if they are to progress.This article considers the use of a modified approach to strategic planning as a mechanism for helping a company to acquire the norms, organization and strategies needed to cope with today's business environment. It is based on experience gained in helping to re-organize business enterprises engaged in textiles, steel tube manufacture, light engineering, distribution (world wide) and vehicle sales and servicing and also the Government of Jersey, Channel Islands.     

Tailor-made planning: Making planning fit the firm

This selective and limited application of the contingency approach to planning is intended to show that the process is a highly flexible set of activities which can be adapted and tailored to the organization's requirements. At each stage of the planning process the manager has a set of choices which enable him to make the best possible fit between the process and the organization. He is not a passive recipient of a pre-ordained sequence of rigidly invariable activities. He is in the position of being able to select specific solutions to specific problems so that the planning process and structure form the best possible fit for the organization in its environment.