Question 10 of 100

People know what is expected of them (eg, through being involved in the planning process, having performance agreements and job descriptions).

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Information is presented under the following headings.

Why this question is important

People know their roles

Performance Agreements

Roles

Mutually agreed plans

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Avoid doing these poor practices

Plans decided without participation from the people who will implement them. (Few things turn people off more than not being allowed participation in decisions that effect them.)

Planning activities restricted to particular `levels' or departments of the company.

Internal `thought leaders' not involved in developing or implementing plans.

Do these good practices

People know how their daily work contributes to the organization's goals and strategic direction.

Cross-functional planning teams assist in the development of plans at all levels

Staff surveys and focus groups indicate a high level of involvement in planning and satisfaction with involvement in planning and in decisions that affect them.

Simple yet comprehensive methods of involving employees in planning and communicating plans.

People at all levels are involved in a unified planning process — developing plans including strategic plans.

Principle 2: Focus on Achieving Goals (Item 6)

Clear direction allows organizational alignment and a focus on achievement of goals.

Alternatively: Mutually agreed plans translate organizational direction into action.

Why this question is important

People must know what is expected of them (eg, through being involved in the planning process, having performance agreements and job descriptions).

For plans to work, everyone must know what the goal and strategies are and what part they are to play in them. Mutual agreement of the plans, strategies and roles is essential. To achieve that, communications must be very good. Plans and roles imposed by bosses either fail completely or have only very modest success. This means that your planning process must include processes for mutual agreement and for upward communication (which as we saw in Principle 1 `Role Models', must be established on a basis of trust).

People know their roles

Planning is a necessary step so that each department, division, and section and each person knows their part in achieving the organizational Goals. You might do a magnificent job in vision setting painting pictures of the future as described in the sections above. It will all be for nothing if every department, division, and section and each person does not know what part they are to play in achieving that Goal.

Hoshin planning and Quality Function Deployment or QFD provide very useful tools for everyone in the organization to be working towards the organization's Goals using mutually agreed strategies and in line with organizational values. It also provides excellent tools for each department, division, and section and each person to know exactly their part in achieving the organizational Goals. However, it can be a tad too complex.

Performance Agreements

Performance agreements and job descriptions should be products of the planning process. How else should people know what their job is? In the old paradigm, bosses dictated performance `agreements' and job descriptions were used to set pay scales for the convenience of Personnel Departments. In the new paradigm, performance agreements are mutually agreed between boss and employee and make full reference to the obligations of both parties.

The employee agrees to do certain tasks or activities that make up their part of the organization's plan.

The boss agrees to provide skills, knowledge, authority, power, support, resources, capital, assist with suppliers (often other employees) and modify processes to make them more capable.

The job description should give description of the more general daily activities of how the employee contributes to the organizational Goals. The performance agreement is for the special stuff; the job description handles the general stuff. Both are integrally linked to each other and to the organization's planning process – but not linked to personnel.

Roles

Strategies get broken down into down into `tactics' and `actions' for people to do. For plans to work, everyone must know what the goal and strategies are and what part they are to play in them. People should know how what they do fits into the organization's purpose. It gives direction to their job.

Everybody's job should be part of a strategy that in turn is aimed at a goal or objective.

Actions should be described in Performance Agreements and job descriptions. Performance agreements must also include processes for mutual agreement.

Mutually agreed plans

For plans to work, everyone must know what the goal and strategies are and what part they are to play in them. Mutual agreement of the plans, strategies and roles is essential. To achieve that, communications must be very good. Plans and roles imposed by bosses either fail completely or have only very modest success. This means that your planning process must include processes for mutual agreement and for upward communication (which as we saw in Principle 1 `Role Models', must be established on a basis of trust).

Your answers so far arranged by Principle.

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We recommend that you answer the questions in the order determined by "next question". However, to allow you flexibility, the links above and below allow you to jump to different Principles and questions. Also, you can return to any question by clicking it in the table above.

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