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SCREENING IDEAS

Any system for the management of a technical group must provide in some way of project
initiation, selection, evaluation, and periodic view.
Of all the projects considered, those that have the highest effective payoff to the organization
with budget, manpower, and other limitations should receive the necessary effort.

QUESTIONS TO BE ANSWERED FOR A SUCCESSFUL PROJECT
Support company objective?
-Be within the field of interest and growth objectives?
-Be with compatible company images and policies?
-Be compatible with present marketing capabilities and channels?
Satisfy a need?
-Fulfill a real market and need (i.e., will the costumer buy?)
-Require developments of a new market?
-Provide savings from improved processes, methods, or raw materials?
-Provide increased safety, reliability, maintainability, or usability?
-Provide improved external relations?
Be Implementable?
-Fit within present manufacturing capabilities?
-Be affordable in terms of capital investment?
-Be compatible with available staff and facilities?
-Be achievable within a useful time frame?
Be Profitable?
-Provide an adequate return on investment?
-Present an acceptable risk?

TYPES OF PLANNING
Meaningful overall plan must contain all three dimensions
-what are we going to do?
-when will we do it? & how long will it take?
-and how much will it cost?
Plans can be categorized relative to the planning of horizon or calendar time
-long-range plan (5, 10, or 20 years)
-annual plan (next year)
-current operational plans
Ways of developing plan
-conference planning
-directive planning
-Bottom-up or top-down planning

CONFERENCE PLANNING
Based on committee approach, whereby a group of cognizant individuals collectively considers
the problems of the future and collectively decides on a future course.
Opinions, feelings, and joint participation are highly stressed.



DIRECTIVE PLANNING
Almost all of the major decisions relative to the future are made by a single individual.
The plans are then communicated to subordinates for implementation.
Usually associated with a highly authoritarian method of leadership or management.
This method is almost the direct opposite of conference planning.

BOTTOM-UP PLANNING
Plans are first generated at the bottom of the organization and then passed up through the
various level of management; each level consolidates and integrates the plans submitted to it.
Based on what is available and what can be done with what already exists.

TOP-DOWN PLANNING
Major goals are set by the top level of the management and passed down the hierarchical levels.
At each level of management, plans are made as to how to accomplish those goals.
Based largely on intelligence as to what is necessary and what is possible to accomplish.

TYPES OF BUDGETS
Expense budget
-covers salaries, material, and minor tools needed for planning period.
Capital budget
-covers major facility or equipment acquisitions.

RESPONSIBILITY FOR PLANNING
Planning is everybodys business and not just the responsibility of some central group.
Planning is the basic tool for gathering, integrating, interpreting, and disseminating available
information with respect to objectives, manpower, materials, facilities, cost, and schedules.
We are engineers here, we must think! We must PLAN!

ACHIEVING BALANCED PROGRAM
Determining how much effort to put into the solution of present problem areas and how much
effort to put on problems of the future is one of the enormous confronting the technical manager
There is no point at all in solving tomorrows problems if the parent organization should fail before
tomorrow comes.

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