1. Management Theory: Chapter 9
Planning Tools and Techniques

2. Learning Objectives:
Become familiar with 6 different sets of tools to aid in effective planning
Techniques for assessing the environment
Tools for allocating resources
Tools for production planning
Tools for project planning
Techniques for scenario/contingency planning
Creativity aids

3. Tools for Assessing the Environment
Environmental scanning
Forecasting
Simulation techniques
Delphi Technique
Benchmarking

4. Tools for Allocating Resources
Budgeting - a numerical plan for allocating resources to specific activities

5. Tools for Production Planning
Scheduling Tools
Gantt charts
“Load” charts
Linear programming

6. Project Planning Tools
Flow Chart
PERT Network
Process Decision Program Chart
Tree Diagram

7. Scenario Planning
“Scenarios” are descriptions or stories of possible futures
Enhances managerial thinking
move from advocacy to exploration
Anticipation of change brings faster reaction to uncontrollable events

8. Creativity Aids Osborn Model Anatomy of a Creative “Moment”
Four Tools for Creativity

9. Creativity Aids Osborn Model Fact-finding Idea-finding
Solution-finding

10. Brainstorming Rules Never criticize ideas Display all ideas
defer judgment
Display all ideas
so team members can see and build on them
record each idea as expressed, without interpretation
Seek quantity of ideas
they breed quality
Set a time limit
30 minutes or less

11. Creativity Aids Anatomy of a Creative “Moment” Preparation Incubation
Illumination
Translation

12. Four Tools for Creativity
1. Belief in your own creativity
2. Absence of judgment
3. Precise observation
4. Penetrating questions

13. Planning Tools and Techniques Summary
Techniques for assessing the environment
Tool for allocating resources - budgeting
Tools for production planning - scheduling
Project planning tools
Scenario/contingency planning
Creativity aids

14. What’s Next? Wednesday: Paper #1 Due
Planning review for Exam #2 on Friday