Goals & Planning

Allocation Of Functions

A spreadsheet template that helps allocate functions within an organization.

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Goals And Objectives Survey

A form used to forecast a business plan 3 years in advance.

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Identification Of Functions

A listing of company functions in excel format.

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Planning Process

A powerpoint diagram depicting the steps to be considered in the planning process.

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Setting Goals And Objectives

The purpose of this standard procedure is to establish the concepts and guidelines for setting Goals and Objectives for future planning.

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Strategic Planning

The owners set a general direction for the company through goals for the future, which normally are planned several years out. Succession planning is one example of these ownership goals. These blaze the trail for the operating managers to follow in setting specific plans.

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Who Does What?

Functional check list.

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