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Region X
Student Section Leadership
Training Seminar
September 9, 2000
Brian Dietz
04-Planning-RegionX-RSLS.ppt 1
Presentation Outline
04-Planning-RegionX-RSLS.ppt 2
What Is Planning?
04-Planning-RegionX-RSLS.ppt 3
Why Plan?
Establish Direction
Identify Expectations
Improve Teamwork
Heighten Performance
Performance Standard
04-Planning-RegionX-RSLS.ppt 4
“If you don’t know where
you’re going, it doesn’t
matter which way you go”
Cheshire Cat
Alice in Wonderland
04-Planning-RegionX-RSLS.ppt 5
The Process
Mission
Vision
Goals
Action Plan
Action!
04-Planning-RegionX-RSLS.ppt 6
Definitions
Mission: Statement that defines the
purpose and outlines the overall intent,
or “reason for being”.
Vision: Mental image of the
successful accomplishment of the
Mission
Goal: An end (desired future) toward
which effort is directed in support of the
Mission.
04-Planning-RegionX-RSLS.ppt 7
The Process
Task 1: Identify opportunities for goals.
04-Planning-RegionX-RSLS.ppt 9
1. Identify Opportunities
Opportunities exist all around us
04-Planning-RegionX-RSLS.ppt 10
2. Write Goal Statement
Make SMART Goals
Specific
Measurable
Action oriented
Realistic
Time- and Resource-constrained
04-Planning-RegionX-RSLS.ppt 11
Key “Content” Elements
04-Planning-RegionX-RSLS.ppt 12
3. Develop Goals
Classify by type
Prioritize within each type.
Establish standards of performance.
Identify obstacles to goal achievement.
Determine “W.I.I.F.M.” (What’s in it for
me?).
04-Planning-RegionX-RSLS.ppt 13
Classify and Prioritize
Classify by type:
Essential: Must be done
Problem-solving: Ought to be done
Prioritize by:
Relativeimportance
Time sequence
Cost-benefit relationship
04-Planning-RegionX-RSLS.ppt 14
Establish Performance
Standard
Purpose:
Indicateprogress made
Tell when goal has been achieved
Should specify:
When improvement expected
What situation will be
04-Planning-RegionX-RSLS.ppt 15
Identify Obstacles
Identify and form plan to overcome
Physical Obstacles
Conditional Obstacles
Psychological Obstacles
Unproductive Activities
04-Planning-RegionX-RSLS.ppt 16
Determine “W.I.I.F.M.”
A critical element for success
04-Planning-RegionX-RSLS.ppt 17
4. Formulate Action Plan
04-Planning-RegionX-RSLS.ppt 18
Goal Achievement
Implement
Monitor
Revise
Motivate
04-Planning-RegionX-RSLS.ppt 19
Key “Usage” Elements
Actively use plan as a management tool
04-Planning-RegionX-RSLS.ppt 20
“Well begun is half done”
Mary Poppins
04-Planning-RegionX-RSLS.ppt 21
ASME Section Planning
04-Planning-RegionX-RSLS.ppt 22
Purpose of the Society
Promote the art, science and practice of M.E.
Encourage original research
Foster engineering education
Advance the standards of engineering
Promote the exchange of information
Broaden usefulness of the engineering profession
Promote a code of ethics
04-Planning-RegionX-RSLS.ppt 23
Purpose Of The Section
04-Planning-RegionX-RSLS.ppt 24
Purpose
04-Planning-RegionX-RSLS.ppt 25
References
ASME Management Skills Development
Program Manual
Goals and Goal Setting, Planning to
Succeed-By Larrie A. Rouillard, Crisp
Publications
ML-10, Section, Subsection & Local
Group Operations
04-Planning-RegionX-RSLS.ppt 26