Category Archives: Work plan – vision, goals, objectives

On relativity and how we are repeatedly mistaken

Pondering on the question of relativity for over three years, and in a continuous effort to nail the meaning of human thinking patterns, I read many physics, engineering, math, and other scholars. My reading focuses on scholars who try to make sense of the way the world works, how things are related and interconnected to each other, and why so many things are way too similar.

According to my observations, one thing becomes crystal clear. Many things, phenomena, systems, and changes work in the same way. Hence, seeing a change in one system may sign there is a change coming in the other system. The tricky part, though, is finding the systems that respond or interconnect with each other, and even more – identify the system that work in groups, and how they behave over time.

If you notice, my main argument is about HOW and not about WHY. I hardly believe any scientist can provide a valid explanation for the root cause of any system or behaviour, and every scientist who works in the field of understanding how things happen will admit that science nowadays has no knowledge WHY things happen, or what causes them to happen at all. This limitation, however, should not discourage us from trying to figure our HOW things relate, associate, and interconnect.

Program Evaluation

Relativity, on the other hand, appears as a real obstacle to human beings (and possibly AI systems that are built on human wisdom) when it comes to the question of HOW systems work together. The major problem of relativity is our limited ability to see the bigger picture. As much as we can try to overcome the problem and explore larger, deeper, and include more data or variables, we are still in loss of too much information. This obstruction inevitably leads us for mistaken conclusions. Moreover, it repeatedly leads us to false inferences and assumptions.

How relativity works? Imagine yourself looking at a data that includes several locations within a time frame. When you try to understand what you see, you immediately look for patterns and repeating behaviour. Once you identify them, you conclude that variable X distributes in Y order (add as many variables as you want); and you forecast this is possibly anticipated to happen again in a similar manner – whether in a stable pattern, growth pattern, non linear pattern, power law pattern, and so forth.

In fact, this is exactly where relativity makes us blind. We see things
relatively to others, and in my experience even scholars who are well aware of this human tendency, cannot think differently. This human trait explains very well why economists cannot explain what happened financially in the decade between 2009-2019; it also explains well why once the real estate prices started to climb in 2010, many believed they will continue climbing in infinity. One can continue describing many other areas in which humans step into the trap: generalizing from one community behaviour to another; assuming that patients will respond similarly to medical treatment; and determine that variable X causes variable Y. We think in a relative way and given our limitation as human beings we will continue to do so.

All things considered, next time when you infer from one thing to another, stop for a second and ask yourself if you just committed the sin of relativity. Because if you did, it is better you be cautious with your assumptions before a decision is made. Practically speaking, in my experience, when you are aware of your tendency to generalize based on relativity, you start to search for more information, look for more data, seek alternative explanations, and get to know some interesting mechanisms that describe HOW things work together. As an informed person, you are unlimited and much clearer in your capability to forecast and vision the future. This is not to say you will be able to release yourself from relativity constraints, but you will at least be aware of it and know what is going hand in hand with what and how, within a timespan that is captured by
human brain.

Planning Programming Budgeting System (PPBS)

Guest Post by Ron Sommer

Introduction: reading my post about system thinking and program evaluation, Ron mentioned a close practice that incorporate both budget and planning. I am glad he agreed to write a guest post about the topic, and hope you will find it fascinating too.

Moreover, this is the first blog post for 2018!  and opening the year with such a great topic is a good reason to celebrate (:

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In ancient days, meaning the 1960’s, Planning, Programming, Budgeting Systems (PPBS) was considered an innovation in budgeting. PPBS was first introduced in the Defense Department in the USA in 1961 by Robert McNamara, and in all departments in 1965 until 1975. Though it failed to be widely adopted in government, PPBS is effective is less complex organizations such as NGO’s.

PPBS is an integrated management system that places emphasis on the use of analysis for program decision making. The purpose of PPBS is to provide management with a better analytical basis for making program decisions, and for putting such decisions into operation through an integration of the planning, programming and budget functions. Program decision making is a fundamental function of management. It involves making basic choices as to the direction of an organization’s effort and allocating resources accordingly. This function consists first of defining the objectives of the organization, then deciding on the measures that will be taken in pursuit of those goals, and finally putting the selected courses of action into effect.

Planning Programming Budgeting System (PPBS)
Planning Programming Budgeting System (PPBS)

An organization can be viewed in a simplified way as carrying out its functions through five basic and sequential phases: (1) planning, (2) programming, (3) budgeting, (4) operations, and (5) evaluation.

  1. Specification of Objectives – The objectives of the programs are to be specified in consistence with the long-term goals in quantitative terms as far as possible.
  2. Systemic Analysis – The possible alternative projects to achieve the program objectives are analyzed in a systematic way with the use of cost-benefit and cost-effectiveness analysis.
  3. Functional Classification – The budget is classified on a functional basis like functions, programs, projects and activities.
  4. Organization – Budget formulation addresses the organizational structure, managerial and administrative procedures of the programs/projects/activities.
  5. Evaluation – The mechanism for evaluation of performance on the basis of financial and physical performances to monitor, and take corrective actions, if necessary.

Each of these phases consists of a distinct but related function in the overall conduct of the organization’s affairs.

  1. Planning is an analytical activity carried out to aid in the selection of the organizations objectives and then to examine courses of action that could be taken in the pursuit of the objectives. Planning, in effect, poses the question of whether some particular course of action would contribute more to the attainment of the organization’s goal than its various alternatives.
  2. Programming is the function that converts plans into a specific action schedule for the organization. Programming consists of developing detailed resource requirements and the actions needed to implement plans.
  3. Budgeting is the activity concerned with the preparation and justification of the organization’s annual budget. The function of budgeting is to secure sufficient funds to put the program into operation.
  4. Operations consists of the actual carrying out of the organization’s programs. Preparing for operations is the object of all the other phases.
  5. Evaluation is the function that evaluates the worth of operating programs. Through program evaluation the worth of programs in attaining goals is measured and appraised. The result of evaluations is used to modify current operations, if indicated, or in planning future programs.

PPBS provides an opportunity for identifying the program alternatives which offer the biggest pay-off in achieving communal objections, or require lower costs, and these can be singled out for priority attention by planning groups.

4 Questions to Answer Yourself Before You Measure Outcomes

Hello friends, I am now writing for over 6 months, and every time I publish something I feel that I somehow helped the world (: So thank you for reading my comments.

Today I’d like to focus on a very sensitive issue – outcomes measurement. Yeah! you need to measure. If you make money out of your activity – you may want to know what was the impact in order to maintain and retain clients; If you do nonprofit you may want to know what was the impact of your services, and how you can grow.

I will make my points simple and clear:

1. Feelings are not true. They are misleading. Never trust your senses or impressions. Measurement does not work this way, and this is why you want to employ it. Facts are usually different than what we tend to think… a smart women quoted me a very strong message 10 years ago:”without data you are just another person with an opinion”. This is still so true.

2. Your boss/es are not interested in statistics and data, they just want the work to be impactful. Really?! how are you going to know it? Write down your goals, translate into objectives, and have these objectives measured. Be the one who brings rational and data to the table, be the one to help the organization grow.

Nonprofits consulting - ready to think

3. You must have some sort of education with regard to measurement and evaluation. If you do not have, you are having very high possibilities to be mistaken. The most problematic trajectories are: questionnaires design and data analysis. I have seen thousands of questionnaires in my life so far, almost each one of them contained a critical mistake, which turns the whole business to be useless. So, bear in mind, neither your MBA nor MSW qualified you to write questionnaires and interpret data. Use professional advice.

4. What are you planning to do with the data? make sure there is a good reason to collect data and evaluate. Once you have the data, make the best out of it. Translate it into strategic steps and apply it. Then, recheck your performance and adjust accordingly.

Thank you for thinking and reading! On the next post I will share an example for a measurable impact questionnaire I created, for free use. Please stay tuned and subscribe (:

 

 

Everyone uses SMART goals, and you?!

I know – this is almost boring. Actually it is boring, why do I try to embellish reality?!
You have heard over thousands times that goals need to be S.M.A.R.T., and you are tired of it. You are tired because you need a reason to believe that it is going to help.
I used to feel frustrated when meeting with managers who do not like the idea of a work-plan, or do not find the time to do that, or whatever… But you know what?! that is why I started this blog, I wanted to write my thoughts and insights so I can express my enjoyment and belief that these processes really work and benefit organizations. Writing a work-plan may be a real fun, as long as you understand why you do it, and HOW to do it. I promise to do my best and explain the basics as well as the advanced, so if you are ready to think – we go on it, together, right now (-:

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Let’s firstly start with two vital facts:

As a consequence, you must be able to connect these two, and be able to measure, define, criticize, and change your goals and plans.
So, how do you set goals and objectives? Pretty simple actually. We need to clearly split three elementary parts of a work-plan:

  • The vision
  • The goals
  • The objectives

The vision is the wish, the large picture, the general direction, the utopia. The vision is usually articulated by senior executives, mainly board of directors members, and from my experience visions are usually good, and often very impressive. The vision typically includes one to two very meaningful sentences, where every word worth its weight in gold, or at least supposed to. I certainly agree that vision phrasing may take a while, however I am not that convinced it should take forever, and completely disagree with “no vision yet” or a “dead-end” circumstances and excuses. I am very sharp at this point because I see no logic in doing your job when you do not know where to go, and what is the purpose; or even worse – when your employees are lost. (let me put something here – no, you do not work just to earn your salary or remain employed). So, in short – message #1 is: have your vision handy.

Once we are done (if you are not – I promise to write soon on how to write a vision effectively and efficiently, so stay tuned…), and we have our vision – we need to break the vision to small pieces, the goals. Not too small, let’s say up to seven, and the most safe is something between 3-5. I know that there are managers who like the details, or feel that every word needs to get strong attention, or any other persuasive explanation – I suggest you to take it as an exercise – try to focus on 3-5 most important messages from the vision. Why? because you plainly want to do it, and hold it in front of you. Another helpful tip is to extract 3-5 single words that describe the vision the most.

In order to keep yourself in truck – bear in mind, this should take no more than 3-6 meetings with your relevant team, as long as everyone takes notes  independently, and do their homework. (however large organization may stretch it to a process, but still no more than 10 meetings with all of the relevant people are needed).
I suggest the following structure: meeting #1: overall view and open discussion regarding the most important messages from the vision; take notes, do your homework and conference back in meeting #2: the most important messages analysis – you should have a list to narrow. The final product is the 3-5 “raw” goals. This stage may take more than one meeting, but in my opinion and based on my experience – the efficient organizations will benefit the most… In meeting #3 the focus is on phrasing the goals. As I said at the beginning – this is not the SMART stage, we will have it later on. For now you need to just phrase 3-5 full, but short, sentences that express the vision and call for action. In short – message #2: write your goals shortly and clearly, in light of the vision.

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I was trying to think of example that will facilitate my explanation above in a friendly way, and that is why I chose a corny one – Coca-Cola. This document shows Coca-Cola’s 2020 vision, and I recommend you to take a glance especially at the left side – 2020 mission (Vision here), our vision (Words here) , our goals (Goals here). I am not 100% fan of their structure, but I think it gives a clear idea for managers who want to pursue planned processes.

In short:
> Vision: the big picture, usually contains a very small number of meaningful sentences.
> (Words/Raw goals: the fractions of the vision, the words that describe the vision)
> Goals: the actions needed to be taken in order to practice the theory

Part #2 of this article will be covering the connection between goals and objectives, an improved SMART model, and a wrap up of my arguments re vision-goals-objectives.

P.S. I am more than sorry for not entertaining you today with a must watch movie… I could not trace a relevant one in my mind – but will be happy to get your ideas, please share them in comments or email. In the meantime live happily.

 

He was coherently focusing on his goal, and you?!

Firstly, I would like to thank you my readers! I am more than delighted to see the stats growing every day, and as you remember I am numbers fan… so imagine how happy I am (-:
Secondly, since I have promised last time that I will be talking today re sticking on your goal, be sure – I will do it here and now. Ready to think? Let’s start.

Before I start shooting my arguments, please have a peek at Liam Neeson (I recommend you to watch the whole movie if you haven’t done this yet). The story, in short, deals with “a retired CIA agent travels across Europe and relies on his old skills to save his estranged daughter, who has been kidnapped while on a trip to Paris”. I would like to extract and focus on his techniques: He analysed the situation, targeted the goal, stuck to it, paid costs in order to reach it, and finally kept his promise.

Getting back to our management situation, the beginning seems easy to most of us – just think what you want to do, and you are all set; another way to do it is to write something – yes, work on it, conference relevant people, write a draft and then articulate a final work plan. However, please be aware, at this very early point things are starting to struggle, because you (and your team and/or managers) are deeply convinced that the goal is well known and absorbed, and you may all go rest on your laurels.

Please pay attention to mistake #1: you forget what you have decided, because you did not document it, or because you absently stored it in an abandoned storage site.
A worse version is to actually see it in front of you every day, but let it gather some dust on the shelf, because it mistakenly perceived easy to think freshly every day… The worst option, which you will be surprised to know that there are many people who love to choose, is to see it, remember it, but intentionally ignore it. When I ask managers why they do it, they simply say – I do not believe in plans; I know my goals; I don’t need reminders; I have significantly better ideas; I have no time for reading it, and let’s not forget the best excuse: I am focusing on the “doing”…

Well, my friends, this is mistake #2: you definitely do not remember your goals and plans. No one does. That is why you wrote it. You have a great tool, the plan or the paper with your goal written on it, use it. Read it every time you feel unconfident or search for routes. Promise you – it helps, a lot! Bear in mind, a written plan is very often better than a random idea, as great as it is. Not to mention the time consuming aspect… you go back to your written plan – you also save your expensive time!
I can assure you, there are people who will not like your strong-minded attitude of being planned, but sooner or later they will agree with your paradigm, because the results will be there load and clear.

In order to write your goal in a usable way for future examination and development – you should phrase it correctly, what do I mean by that?! Please follow my next post.

In short: keep calm and trust your written plan.

P.S. If you wish to continue reading in this topic, please consider reviewing this article on how to set goals in work plan.

They smartly use numbers, and you?!

The bad old habit, yeah! think, rethink, decide, do it, over and over again.

Stop! Have you ever thought of taking this practice a step ahead?!

I have collected two great examples for us to think about today. Ready to think? let’s do it together.

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The first shot is “Moneyball” trailer. The movie is focused on “Oakland A’s general manager… challenges the system and defies conventional wisdom when his is forced to rebuild his small-market team on a limited budget. Despite opposition from the old guard, the media, fans and their own field manager… forever changes the way the game is played”.

The main lesson from this movie, in my opinion, is to think differently on something  which is already well defined and learned…

The traditional thinking is being challenged here, and by using stats and analyses, the GM turns to do the smartest things in order to win the big players game.

The second shot is from “Draft day“, “a life-changing day for a few hundred young men with dreams of playing in the NFL, general manager Sonny Weaver goes against advice making a series of risky, unexpected maneuvers to save his team”.
The movie, similarly to the one above, deals with a day of shaking the national football league foundations, when the manager, who appears to be working under extreme pressure, makes so-called “risky” decisions, based on research and planning.

I would like to take these two example, and kindly ask you my readers, to apply a different view in your day-to-day work.

Are you required to report on sales? Plan the budget for next year? Initiate a new program? Monitor and improve processes?
Please, use the numbers. Use them because they are so easy to reach. They are there, waiting for you to put in an Excel sheet or any other package you use… and finally – to use them smartly.

What do I mean by that? I have encountered many managers who knew how to produce stats, but did not know to pick out the wheat from the chaff.
Focus on your goal, and extract the number that enable you to decide smartly. How to focus on your goal? Right on my next post (-:

In short:
There are numbers, which may help you to decide smartly and differently. Use them!

P.S. Do not forget to watch the full movies, if you haven’t yet.