You should take approximately two hours to complete this worksheet and read the accompanying Spotlight

One of The Institute’s worksheets series, to help you improve your leadership skills and capability, making you a better leader

1. Use the table below to select TRUE or FALSE for each statement and explain the reasons for your choice:

This worksheet, based on the Spotlight ‘Planning,’ will help you focus on the theory of planning and the relevance of planning to your organisation.

“A detailed plan may be comforting, but it’s not a strategy”

True or False Why?

You should build regular ‘check points’ into a strategic plan

If you have a clear and compelling vision you don’t need a detailed plan

The process of planning is often as important as the plan itself

3. Complete the graphic below to show the advantages and disadvantages of planning:

Advantages

Disadvantages

Developing Strategy: Planning

2. What do you think is meant by this? Is this correct?

Vision - Developing Strategy - PlanningPublished by The Institute of Leadership & Management 2018 © The Institute of Leadership & Management

The Institute of Leadership & Management, Pacific House, Relay Point, Tamworth B77 5PA • www.InstituteLM.com • +44 (0) 1543 266886

4. Complete the table below to show how planning is undertaken in your organisation, indicating the method used at each stage and providing examples:

Planning stage Building the plan

Set priorities

Method

Examples

Set short-medium-long term goals

Method

Examples

Set Key Performance Indicators (KPIs) to track progress

Method

Examples

Set departmental goals based on organisational goals

Method

Examples

Set team member goals based on departmental goals

Method

Examples

Set budget to meet plan

Method

Examples

WorksheetDeveloping Strategy: Planning

All references are cited in The Institute of Leadership & Management (2018) ‘Spotlight on Planning’

5. In one sentence, how would you help a work colleague understand the relevance of planning to their role?