A series of Modules which can help firms decide on a planning process, and provide management education.

1. Overview of the Planning Process

2. Business Planning - 2 Modules (2 & 3)

4. Corporate Planning - Business Planning at HQ

5. Corporate Strategy

6. Strategic Management

7. Consortium Studies

Planning & Control Investments Limited

2 Rotherwick Court, Alexandra Road, Farnborough, GU14 6DD, UK
Tel 01252 548115, Email


Business Trends Library Business Trends Publications


This overview covers planning which might be done at different levels in the firm, and how they are linked together. This Module is designed to help firms view and decide on the options. It may also be used as an introduction to an education and training programme. There is little point in asking people to carry out the planning steps if they do not have the skills to do so. This 1 day Modules costs 5247. Further information, including discounts on repeats of this Module, see
Prospectuses Section 8


Two Modules deal with planning done in operating parts of the business, and how far down the levels it should be taken. The first Module: Benefits of taking planning lower in the organisation considered, and the problems. The choices at lower levels are given. Methods of planning in functional areas reviewed - marketing, manufacture, investment, new products, R & D, finance, commerce, services.

The cost of this two day Module is 10,484. Further information see Section 8. Prospectuses.

The Second Business Planning Module is given in the next Section 3.

3. BUSINESS PLANNING - second Module

Deals with written plans from different levels rising up the organisation. Leads to concept of Control against Plan Plans do not have to be bulky. Indeed the best plans may be short statements of intended actions, their anticipated results, and a statement of strategy & assumptions behind them. Methods of encouraging this reviewed in the process design. Not all levels may produce written plans, but can give valuable contribution via questionnaires.

Further information on this 2 day Module see Prospectuses Section 8.

4. CORPORATE PLANNING - Business Planning at HQ

This Module mainly considers the HQ activity for Business Planning. It provides inputs to, and uses outputs from, the Business Planning Process. A 2 day Module. For further information see
Prospectuses Section 8.

This is as far as a lot of firms go in planning. It lacks a process to determine the future strategy of the firm itself. This is given in the next 2 Modules.

5. CORPORATE STRATEGY - Strategic Planning

The aim is to form and agree a Strategy, for subsequent enactment. The question is whether any overall change is needed in the direction of the business as a whole, especially in large Groups. Lead times for changes often long. Strategy is much in vogue at present, and many large firms are involved in such activity. However, there has been a realisation that Strategic Planning does not really work. The failure points are that the lead times are usually long, while the firm often does not have the capability at the present time to undertake the change of direction necessary. Trying to agree a Strategy prior to taking action thus also becomes a failure point.

The Strategic Management approach in Section 6 is designed to overcome these problems.


Does not put emphasis on producing and agreeing a detailed strategy. Instead, it aims to establish if change is necessary, and tackle the Capability or Core Competence issues at once. Actions only proceed when necessary Capabilities installed. Strategy evolves all the time. Informal approach - more ad hoc working groups. The planning system changes with time.

This Module offered as a sequel to Scenarios from the Business Trends Library as how to use Scenarios within the firm. For further information, see:
Prospectuses Section 8.


Firms in an industry often like to work together to produce a picture of the operating environment. This is sometimes considered a Pre-competitive Research; where costs can be pooled and so reduced for an individual firm, while expertise from the industry can be increased. This can be applicable to smaller firms, whereas full scenario planning exercises are generally the province of the world's largest firms.

Where one or two firms are interested in such an approach, Planning & Control Investments offers to see if a Consortium can be formed. The starting point is generally Scenarions from the Business Trends Library.

This is then evaluated by the Consortium, and advanced further under the Strategic Management heading above. If interested in exploring a Consortium formation, please Email Dr R H G Whaley or write to the address below.


The usual mode is to provide the 1st Module
Overview of the Planning Process, which takes 1 day - then issue a Prospectus for the other Modules. The cost of the 1st Module is 5247. Modules 2 & 3 - 6 take two days each.

Documentation is provided in each Module, which builds up to a planning manual. It can be tailored to a particular client.

Where a Module is repeated in substantially the same form, say in management training, half the above fees are charged. There are discounts for more Modules taken.

For a Prospectus on the Overview of the Planning Process, or any other Module, please contact:

Planning & Control Investments Limited

2 Rotherwick Court, Alexandra Road, Farnborough, GU14 6DD, UK
Tel 01252 548115, Email


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