Friday, September 26, 2008

Planning

A few weeks ago, I was invited to some big event. Many ceremonies take place around the country, as Israel is celebrating these days 60 years of independence. This event was a military event that was aimed to saluting a large group of technical people. Usually those people are in the shadow, servicing the others, and therefore, the uniqueness of this event was in putting them in the lights and thanking them for their significant activity that donates to the complete success and security.
Thousands of people were invited to the event and most of them did show up. Unfortunately, an hour before the ceremony started, somewhere else in Israel, two soldiers were killed in a training accident. After waiting a while, the event was canceled. Five thousand people were sent back home, with no party. We are a family, the commander said, explaining the cancellation, after every one had already arrived. A family, in good times and in sad times. Today is one of the sad times. We cannot joy and celebrate.

Can we plan anything? Is there any meaning to planning? I am sure that the brigadier general that set the event in motion, and worked diligently on turning it into reality for six month, did not imagine that the event would end the way it did. I am convinced, that the families of the killed soldiers, that send their beloved ones to another day of operation, did not think that they will never see them again.

Even when we deal with less important events, we plan and not always success to stick to the original plan. In the beginning of my way, as a consultant, I remember that I received a purchase order from a client, after several months working on the lead. Two weeks later, the company was merged into some other company. I was left with an order in my hand, yet with an organization in change that was not in the suitable situation to execute the activity. The button line: zero revenue.

I have many more examples. We plan, and agree on some things, together with an employee, customer or a partner but reality is stronger than any plan. Time is an issue, something else is urgent and our activity is being postponed; replacement of managers and our plan is being canceled. In some case, activity starts and an external constraint prevents its completion. The list of reasons why plans are not fulfilled is very long.

Should we conclude not to plan? This shall we deal with changes affecting our plans?

I will start from the ending point. At "Alice in wonderland", Alice asked the cat, as she reached the intersection: "Which way I should choose?" "Where do you want to get to?" She was asked. "I don’t know". "If so", she was replied, "Any road will lead you there".

We need to plan. Planning serves us in defining the direction we want to get to; designing, the long-term direction, as well as the intermediate stations (the tasks) that will help us get there.
Planning assists us to get much further;
Planning assists us to estimate the required sources (time, expense and other sources);
Moreover, planning assists us to notice the risks, so we can prepare ourselves in the best way possible.

Yet, planning is only an introduction to life, and therefore it may be considered as a baseline for changes. I do believe that we should not stick to the original plan at every case, and never give up. It is necessary to work according to a plan, but yet to know when this plan turns to be only a plan and not anything beyond.

We should be more careful not to turn the planning and the work plans to be a target rather than an aid. Many times, I have seen over occupation on plans and their details. Updating that recurs repeatedly, drawing all management attention to it. We are limited in our ability to dedicate management sources at the same time to too many tasks. We need to remember that the goal of a work plan is to help us and it is not the project or the activity itself. It is possible that the best solution, in case of a need in change, is only the indication of a new layout without dismantling it to a repaired work plan. In other cases, it is possible that the solution include changes of a work plan without getting into details. It is possible that we will ensure a full work plan but we will guide an employee below us to deal with the details, and we, as managers, will not be involved ourselves in this assignment. We have a wide range of solutions. All we have to do is decide that we are willing to compromise. The rest is simple.

However, primarily we need to know not to trust the planning as a promise under no circumstance. You are not a start up or a futuristic project of R&D? So do not act as if you are. If there is a certain forecast of revenue, do not spend it all in advance, as if the Excels are reality. Not before we see the revenues actually in our bank account. Not as a regular expense and not as an investment. My recommendation is to remember the difference between plans and reality.

I have learned, reading Goldratt's management theories, an interesting perception: at any work plan, we save reserves, for time of crises. Reserves of time, reserve of money. In actual life, we burn them all, even if there is no major problem standing in the way. There is more time left? Let us add more features and capabilities to the built appliance, or invest more at the finishes. There is money? We use more equipment and parts, and as before, there are no reserves left out.
The situation resembles our attitude to our personal salary: If it turns higher, most of us get used to higher consuming. We fit our self to existing resources.
Planning triggers resource consuming, even if they were planned for a rainy day.
How can we improve our planning? Goldratt suggests saving all the reserves in a special bank, leaving it at the end; as a separate section, the "reserves" section. We will allow using it only when there is a real problem and additional resource is truly required. That way, we will ensure that the work plan will converge, usually sticking closer to the average need without using the reserves, part of them or all. Those, stay to the end, in the separate section. It is too easy to spend them and this technique helps managing the reserves and controls the use of them.
I make efforts to build my work plan this way. Minimal, but with flexibility. It saves money to me and its saves money for the customers.

The management of the twenty century has made us a bit technocratic, with all management control tools. In the 21 century, I believe, we are required to remember that we have to be much more flexible and creative, in many aspects. Even in planning and in work plans.

Yours,
Moria

3 comments:

usman said...

I think the planning is now important in every sphere,to do something you have to plain first about that,more can you find....

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mappear said...

Yes.. There are three major part of management So i think planning is one of the most important part of any management department.
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Dominick said...

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