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Annual Project Planning CRM
21 Oct 2024
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Department of Transport
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Policy, Planning
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Annual Project Planning
 

 

Annual Project Planning

What is Annual Project Planning?

Annual Project Planning is a facilitated activity that should be undertaken by every management team once-a-year to plan their projects for the coming 12 months.


Typical contents

Identify all the projects that need to be carried out over the next 12 months
Prioritise each project
Allocate Champions and Project Leaders
Identify timescales
Identify who needs to be involved
Plan how the resulting projects will be monitored and steered
Start work on Project Remits - defining the aims, inclusions and exclusions for each project


Who should attend?

The leader of the team and their Direct Reports.


     
Annecto,
August 2022
  Araluen,
Mar 2020
  Thirteen Housing Group,
Dec 2014
  Great Yarmouth Community
Trust, Feb 2014

Typical duration

Half-a-day to a full day.


Use your own Facilitators

If we have trained Facilitators in your organisation, they can carry out this assignment for you.


Download

Click here for the Annual Project Planning Briefing Note.


More information

See section 10 of The Complete Guide to Improvement.


Project Steering Grid
produced by in-house Facilitators
at Stevenage Homes

This is a beautifully produced Project Steering Grid sent to us by Richard Field who writes:

"Now that I've seen Annual Planning in action I'm beginning to realise it comes with a whole portfolio of advantages. I'm impressed with the way it simplifies the planning process, turns it into a collective effort and works from the bottom up. I'm also beginning to realise that it makes the results so much more accessible to staff and encourages openness among managers. We've set up the 12 sheets of the grid in the main office and invited all staff to come and have a look. Beats a 70 page report any day!"


The underpinning philosophy

"One of the big things the Japanese latched onto during my visits there was the concept of annual quality improvement at a revolutionary rate. As a result, their rate of improvement had a very steep slope, whereas the West had a shallow slope. By adopting a philosophy of annual quality improvement at a revolutionary rate, the Japanese over a period of decades ended up as world leaders in quality." - Dr Joseph Juran