Planning and Management Tools

Transcription

1 Planning and Management Tools

2 Key Concepts Effective Brainstorming Task Identification Tasks vs Functions? Planning leads to Management is an Time Management Resource Management Planning Tools Management Tools 2

3 Outline 1. Introduction Planning basics; Management Fundamentals 2. Planning Tools Affinity Diagrams, Tree Diagrams, Prioritization Matrices, Resource Diagrams 3. Management Tools Gantt Charts, Interrelationship Digraphs 4. Summary 3

4 1. Management & Planning Tools 1. Affinity Diagram 2. Tree Diagram 3. Matrix Diagrams 1. Prioritization Matrices 2. Job Responsibility Matrix / Resource Diagram 4. Gantt Chart 5. Interrelationship Digraph Process Decision Program Chart (PDPC) Activity Network Diagram 4

5 1. Management & Planning Tools a b c d a b c d e f g h Affinity Diagram (1) Tree Diagram (2) Prioritization Matrices (3) Resource Diagram (4) Gantt Chart (5) Interrelationship Digraph (6) 5

6 2. MPT1 - Affinity Diagram Purpose: Creative process (generate & organize ideas) Start with: What is the problem? Then: Brainstorm ideas Then: Gather ideas under affinity headings Affinity Diagram (1) 6

7 2. MPT1 Example Reduce Data Entry Complexity (Selling, Leasing, Tracking Products) Improved Training Improved Hardware Friendly Software Improve Paperwork Error Prevention Problem Solving Optical Scanning System On-Line System at Customer Site Inlet Menu Driven Improve Prompts Outlet Display Only Critical Info. On Screen Standardize completion Format Increase Size to Increase Legibility Train Clerical Sales and Customer Service Personnel Voice Activated System Shorten 11-Digit Product Code Automated Entry Color Code Forms by Product Group Forms Contain Only Non-Standard Customer information 7

8 2. MPT2 - Tree Diagram Purpose: Paths and tasks to accomplish primary goal and its related sub-goals First: List main what (goal) Then: List Hows (means) These become goals ( Whats ) for next level Continue until you get to assignable tasks Tree Diagram (3) 8

9 2. Tree Diagram Example Clerical Error Prevention Training Seq. Inspection Training Improved Training Sales Customer Service Reps. Problem Solving Training Optical Scanning System On-Line System at Customer Site Increase Monitor Size Reduce Data Entry Complexity Improved Hardware Friendly Software Automated Entry Manual Entry Input Output Voice Actuated System Menu Driven Improve Prompt Auto Check on Standard price Database Display Only Non-Standard Information on Screen Increase Size for Legibility Form Forms Contain only Non- Standard Information Color Code Form by Product Improve Paperwork Coding System Standardized Completion Format Shorten Product Code More Obvious Difference Among product Groups Codes Train Clerical, Sales and Customer Service Personnel 9

10 2. MPT3 - Prioritization Matrix a b c d Purpose: To prioritize items: Prioritization against themselves Prioritization against criteria Prioritization Matrices (4) This allows you to focus limited resources 10

11 2. MPT3 - Prioritization Matrix Example T a s t e S m e l P Toxicity o i s o n o u s C o l o r T e m p e r a t u r e A B C D E A B C D E X X X X S C 1 S C 2 S C 3 S C 4 S C 5 X S R 1 / S C S R 2 / S C S R 3 / S C S R 4 / S C S R 5 / S C 52 S C % T o t a l = 5, - = 1/5 11

12 2. MPT4 - Job Responsibility Matrix Job Responsibilities CEO / VP HR Exec. Assistant Arrange Travel Confirm Date Schedule Meetings Benefits Discussion Dinner D O D D O O D O D Follow-Up O = Primary Responsibility, O = Secondary Responsibility D = Needs To Know 12

13 MPT-5 Gantt Chart Refer to class discussion and notes 13

14 4. Summary Affinity Diagram to Organize Ideas for Each Problem Improve Machine Repeatability, Tree Diagrams to Assign Tasks Buy wood, Build frame, Program controller, Prioritization Matrix to Create Task Timeline Resource Diagram Ensure effective resource utilization Gantt Chart 14