Successful Planning, Organizing and Control
Course Methodology
This course employs an interactive and cooperative learning methodology, integrating a variety of learning techniques, including lectures, participant-led presentations, individual and group activities and exercises, self-assessment tools, role-plays, case analyses, and video discussions.
Course Objectives
By the end of the course, participants will be able to:
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Analyze planning needs and prioritize actions based on organizational context and constraints
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Develop structured operational and project plans that align with strategic objectives
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Organize work, allocate resources, and assign responsibilities to support effective execution
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Coordinate team efforts using communication, motivation, and delegation techniques
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Monitor performance and implement corrective actions based on indicators and improvement cycles
Target Audience
Anyone within the organization whether they are staff, department heads, managers or supervisors who need to develop their ability to plan, organize, control and achieve their goals and objectives on time and within the expected quality standards.
Target Competencies
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Prioritizing actions
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Developing operational and project plans
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Delegating tasks effectively
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Allocating resources efficiently
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Setting and tracking KPIs
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Organizing team responsibilities
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Coordinating work across teams
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Taking corrective action
Course Outline
- Laying the Groundwork: Analyzing Planning Needs and Priorities
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Understanding the managerial planning function
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Analyzing internal and external factors using SWOT
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Prioritizing tasks using the urgent–important matrix
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Identifying constraints and dependencies (time, resources, stakeholders)
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Mapping root causes of planning challenges using the fishbone diagram
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Linking planning efforts to measurable outcomes
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Applying structured thinking to define and justify planning actions
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- Building the Blueprint: Formulating Operational and Project Plans
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Structuring plans using a micro-planning approach
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Breaking down tasks through the Work Breakdown Structure (WBS)
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Sequencing activities on a Gantt chart for execution visibility
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Ensuring the completeness of plans using the 5W1H questioning model
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Validating alignment between plans and objectives
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Identifying risks and required resources in early planning
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Practicing hands-on development of operational/project plans
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- Structuring for Success: Organizing Work and Allocating Resources
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Grouping and classifying tasks for structure and flow
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Assigning responsibilities through the RACI matrix
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Mapping task accountability using a responsibility assignment grid
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Planning and balancing resources using a resource planning sheet
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Delegating roles to match skill, authority, and availability
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Organizing workflows across teams or units
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Practicing team-based activity design and resource allocation
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- Driving Alignment: Directing and Coordinating Team Efforts
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Clarifying the supervisor’s role in team direction and support
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Applying the 5-step delegation process for effective task handover
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Driving motivation through autonomy, purpose, and feedback
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Aligning roles and goals using the Team Alignment Canvas
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Mapping team communication using a flow diagram
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Resolving blockers and realigning team effort
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Simulating team coordination and leadership in action
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- Staying on Track: Controlling Performance and Taking Corrective Action
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Linking control systems to the planning process
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Developing meaningful KPIs and performance standards
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Using the Balanced Scorecard for holistic performance control
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Applying the PDCA cycle for structured improvement
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Addressing performance gaps through corrective action planning
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Interpreting dashboards and reports to drive decisions
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Facilitating performance reviews and improvement discussions
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2026 Schedule & Fees
Location & Date
| Date | City | Language | Price | Action |
|---|---|---|---|---|
| No upcoming sessions are currently scheduled. Contact Us | ||||
Virtual Learning
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