That was a statement made to me by a manager when I asked him - for the third time - to work with a group of us assigned a critical project. The project, if carried off well, would have profound effects on the long term health of the business. But it ended up fizzling after two months. Why? Because this manager, in a crucial department, didn’t see the need for planning, and wouldn’t ‘play’.

Planning can be looked on as a pain in the neck. Often, at the very best, we do it because we know we ought to. But it’s done grudgingly, and because of that incompletely. And then when the plan doesn’t work we reinforce the thought that planning is a waste of time. But really, is it? What are the pitfalls of not planning?

PITFALLS OF NOT PLANNING Well, first there’s the effect on the plan itself. What happens when we don’t plan at all? That’s more easily seen if we look at a good vacation. Most of us wouldn’t think of going on an extended vacation without doing significant planning. Why? Because it’s precious time to us! We want results from it – results like relaxation, fun with others, rejuvenation. We judge ‘effectiveness’ in a vacation by the lack of hassle, by things coming off right, the absence of nasty surprises, the pleasantness of the surroundings, everything working like it should. And what is the final result? A good vacation brings us back refreshed and re-created (recreation?), and makes us much better able to take up our work again. In fact, a good vacation will change our entire outlook on our work, and make it a pleasure again – especially if it had stopped being a pleasure before. So we plan our vacations. We look at where we will go, what things we will do; we look at the accommodations we’ll book, and the surroundings of those accommodations. We look at resources – the money we’ll need to get there and the money we’ll have on hand for spending. Is such planning worth it? Most of us would answer “Absolutely!”.

So what about NOT planning a vacation? Well, you can look forward to one sure thing in that case – surprises. Now, I like surprises. But I don’t enjoy spending hours in a destination trying to find a room. I don’t like discovering that things in my hotel don’t work, or that the place isn’t clean. One surprise we encountered on a poorly researched vacation landed us in a room where the carpets were all wet. I wondered if this was because they’d just cleaned them, and further exploration yielded the fact that the toilet had a habit of backing up. Now THAT was a nasty surprise. Did we stay in that room? What do YOU think?

Lack of planning can yield similar surprises in business. Let’s look what goes into a business planning process, and how it can be done right.

PERILS OF THE PLANNING PROCESS Let’s face it, it’s fun to get right down to the meat of our work, and planning ain’t letting us do that! Believe it or not, that’s the number one reason leaders don’t want to plan. We are busy, and there are pressures to get things done, and planning takes time. It just seems easier and more enjoyable to do the job. But consider the surprises we set ourselves up for when we do it that way. We can find ourselves wasting time looking for data that’s hard to find, or missing completely. We find ourselves doing things over, causing rework for other parts of the business, lowering morale among staff. Ultimately, we don’t get the results we want, and the business itself suffers.

Often, leaders look at planning they HAVE done and aren’t satisfied with the results they obtained. Such results can be a powerful negative deterrent to doing any planning at all. And while our plan may have given us poor outcomes, it’s not the planning itself that’s the problem, but most often the way it was done. Good planning will take time, and it should be structured – done around certain principle areas. Let’s look at what those principal areas are.

PRINCIPLES FOR PLANNING Good planning starts with looking at the results or outcomes that are needed. Those results might include increased use of our product or service. They might include increased customer satisfaction with us, or better patient outcomes. They may just be plain, old-fashioned making more money! Whatever they are, good planning begins with a clear understanding of the desired results.

Time also need to be considered, and in two important areas. First, the actual time to plan must be enough for effectiveness. This can be hard because we aren’t ‘doing’ when we’re planning. But as we saw earlier, not taking the proper amount of time to plan can generate large amounts of wasted time later, and that wasted time affects productivity, staff morale, and ultimately business success. It’s best to take the time for planning well.

Second, planning needs to include the time needed for doing the right work to get the right outcomes. Leaders need to know how much time will be needed for critical parts of the project or business. We have to consider time needed for marketing, for interacting with the customer, the actual cycle time for producing our services or products. We need to consider the time needed for maintenance – both of equipment and of us and our staff! We need to know how long it will take to get important information, and how long it takes to get it to others who need it. So planning time is a principle leaders must use in planning.

The third principle is planning for resources. This is obvious, but it has to be done systematically. We have to consider the resources necessary to bring us the very best results. Those resources will include money: for marketing, equipment, proper staffing, space to work. They will include the materials themselves: what materials, what equipment, what kind of space, what information? And they include people: what skills will my people need? How many people? Where will the people be needed? So planning for resources is critical to a successful planning effort.

Fourth and finally, really good planning means planning for information. What information will be needed for each part of the project to work well? How quickly can I get it, and do others need it quickly from us? Planning for information means knowing where to get the information, who has it and is it the best? The right information at the right time in the right form is critical to effective businesses, more so now than ever before in history. So the last principle in planning is planning for information.