| Steps in Planning | Participants | Time Needed | Dates |
|---|---|---|---|
| Reviewing or stating mission | Top and mid-level management | Two-hour meeting | Jan. 4 |
| Environmental Analysis | Consultants and technical staff | Data Collection One Week | Jan.4-10 |
| Written Report on environmental analysis | Consultants and technical staff | One week | Distrib. by Jan. 14 |
| SWOT analysis | Top, mid-level, and technical staff | Interviews Four-hour meeting | Mid-Jan. Jan. 20 |
| Establishing long-term goals | Top, mid-level, and technical staff | Two-to four hour meeting | Jan. 21 |
| Establishing strategies and objectives | Top and mid-level management and financial staff | One week | Jan. 21-28 |
| Financial plan | Top and mid-level management and financial staff | Ad hoc meetings and final meeting | Jan. 22-30 |
| Departmental objectives | Departmental heads with their staff | Two hour departmental meetings | Feb. 1 |
| Setting targets | Departmental heads with their staff | Two-hour departmental meetings | Feb. 1 |
| Preparing work plans | Departmental heads with their staff | Individual preparation and ad hoc meetings over a four-day period | Feb. 2-5 |
| Preparing operating budgets | Departmental heads with staff and financial staff | Same as work plans | Feb. 8-11 |
| Presentation of departmental plans to top management | Departmental heads with other top and mid-level management | Three-hour meeting | Feb. 12 |