PLANNING

Engineering management
Presented by: Jayson S. Alejandro
Frank Carlo A. Hayag
BSEE 302-A
 OBJECTIVES

• To determine what is planning.

• To determine planning at various management levels.
• To know the person involved in planning.
• To know the process of planning.
 What is planning?

Planning refers to the management function

that involves anticipating future trends and
determining the best strategies and tactics to
achieve organizational objectives.
 PLANNING AT VARIOUS MANAGEMENT
LEVEL

• 1. Top management level – Strategic Planning

• 2. Middle management level – Intermediate planning
• 3. Lower management level – Operational planning
 Organization/Person Involved in Planning

1. Strategic Planning – President,

General manager
 Organization/Person Involved in Planning

2. Intermediate planning –
marketing manager, production
manager, finance manager,
personnel manager
 Organization/Person Involved in Planning

3. Operational Planning –
industrial engineering manager,
factory manager, quality control
manager
 THE PLANNING PROCESS

The process of planning consists of various

steps depending on the management level
that performs the planning task.
 THE PLANNING PROCESS

Setting organizational, divisional, or unit

goals
The first task of engineer manager is to
provide a sense of direction to his firm, to his
division, or to his unit.
 THE PLANNING PROCESS

Developing strategies or tactics to reach

those goals
After determining the goals, the next task is
to devise some measures to realize them.
 THE PLANNING PROCESS

Determining the sources needed

When particular sets of strategies or tactics
have been devised, the engineer manager will,
then, determine the human and non-human
resources required by such strategies or
tactics.
 THE PLANNING PROCESS

Setting Standards
When actual performance, corrections may
be made or reinforcements given.
 TYPES OF PLANS

• Marketing plan
• Production plan
• Financial plan
• Human resource management plan
 MARKETING PLAN

This is the written document or blueprint in

implementing and controlling the organization’s
marketing activities related to particular marketing
strategy.
 PRODUCTION PLAN

This is a written document that states the

quantity of output a company must produce in
broad terms and by product family.
 FINANCIAL PLAN

It is a document that summarizes the current

financial situation of the firm, analyzes financial
needs, and recommends a direction for financial
activities.
 HUMAN RESOURCE MANAGEMENT PLAN

Indicates the human resource needs of a

company detailed in terms of quantity and quality
and based on the requirements of the company’s
strategic plan.
 TYPES OF PLANS WITH TIME HORIZON

1. Short range plans – plans intended to cover a

period of less than one year.
2. Long range plans – plans covering a time span of
more than one year.
 THE END!!
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