P tips for planning

1. ‘P' tipsforplanning
questions
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2. 1.who areyour stakeholders,
how would you like to engagethem?
• Your Executive Board: How can your EB help you run your planning agenda?
• Your Team Leaders: Do you plan to get their buy-‐in or involve them in the planning
process?
• Your Members: How will you get their buy-‐in?
• Your Customers: How will you consult your customers and understand their insights for
your planning process?
• Your Partners: How will you consult and advise your partners on the half-‐yearly
progress?

3. 2.What information:
on do you need to start planning?
It’svery easy for us to say‘let’s do aSWOT’ and then research and analysis is over.Howeverwhat
informationis needed to even fill in theSWOT?
1. SWOT: Pull out the SWOT you did at the start of the year -‐ How can you update this
SWOT? What has changed?
2. Half Yearly Report: Complete your half-‐yearly report -‐ ensure that this is presented to
your stakeholders (members in LCM/ sent to partners/ your team leaders)
3. Exchange and Functional Measurements: Check all the LEAD and LAG measures for all
functions (front and back office) and compile your functional reports
4. Competitor Analysis -‐ what can we learn, how do we different ourselves?
5. MC Plan/ July Conference: What did we learn? What do we think? Does it align with
what we want to achieve?
6. Balanced Score Card: Red/Green/Yellow for all our processes.

4. 3.How did the past 6 monthsadhere to your LC
Philosophy?
Your Local Committee Philosophy is what you believe in. It is comprised of the Purpose,
Mission, Values and Behaviors that guide and govern Why you do what you do.
Let’s take the example of the US Army:
Vision/ Purpose: to serve the American people, protect enduring national interests,
and fullfill national military responsibilities.
Mission: this depends on the current situation eg. Mission Eagle Claw: attempted
rescue of American hostages held in Tehran.
Values: Loyalty, Duty, Respect, Selfless Service, Honor, Integrity, Personal Courage
Behaviors: the behaviors are derived from the values itself eg. respect all human life is
derived from integrity.
only two things change:the mission and the behaviors.

5. inAIESEC
we have ourvision we have ourvalues

6. inyour localcommittee
you have your mission and you have yourbehaviors
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7. remember: don’t reinvent the wheel
it will only waste %me you could be using on
more productive conversations.

8. 4.How will you usethese precious teamdays?
How will you incorporate EB re-‐planning with team bonding
• What are the team conversations that need to happen post July Conference
• How will you as the team leader provide EB LEAD?
• Rather than a strict agenda with strict timings what are the minimum
outcomes that you want out of each day?

9. #ruthlessprioritisation
Use the strawmodel
1. Allow the teamto spilt into smaller groups to come up withsolutions/topics/ideas/projects/
(inserthere)
2. The purpose of the discussion is to come up with ideas not to question-‐use thetool
“yes..and”
3. Through different conversationsList out all your Projects/behaviours/focuses/(insert here)
and ensure that everyone is clear on all the different options-‐use s%ckynotes so that they
aremoveable and adjustable
4. Now votingstarts -‐no conversationcan happen from now on. If you want 3 projects, give every
individual 3 stickersthat they can use to vote. These can be given as1 per project or ifI really
like 1 project Ican give all 3 stickersto that project.
5. The top 3 projects/ideas/topics/solu%ons win! Celebrate this, ensure everyone is happywith
the decision. Itmaynot be comfortable but this is called prioritisation.
note! resist the temptationto ‘combine’ things and asthe leader -‐vote last.

10. 5.Paint apicture of what success will look like
With your feet on the floor, close youreyes and imagine what
the end of the year will looklike.
•“What will peoplesay”
•“What will people looklike”
•“How will theyfeel?”
That picture needs to be the clearest things that comes outof
planning foryour EB, your TLs and your membership.