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Chapter 18. Long-Range Planning > Set the Scene for Long-Range Planning

Set the Scene for Long-Range Planning

  1. Make a list of reports or projects that occur annually, semi-annually, quarterly, monthly, and weekly. Put this information on a calendar or timeline chart.

  2. Indicate time periods on the chart that are normally hectic.

  3. Note any scheduled trips, vacation periods, holidays, etc.

  4. Fill in regular meetings and appointments that can be predicted.

  5. Once you have completed 1-4, you should have a “year-at-a-glance” planning document.

  6. Insist on periodic long-range planning sessions with your manager. A meeting, or series of meetings, between the two of you can assign priorities and establish schedules and deadlines.

  7. Monthly and weekly planning will provide a realistic look at major activities and minimize the last-minute “frantics.”

  What are the best times for you and your manager to plan or review long-range goals? ___________________________________________________
  Have you scheduled a meeting to discuss them? ______________________

List all major long-range goals the office needs to consider and accomplish:

_____________________________________________________________

_____________________________________________________________

  What steps must you take to transform three of the major long-range goals into reality?

_____________________________________________________________

_____________________________________________________________




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