【优质】strategicplanningprocess.ppt

Creating New Planning Processes in a Large Petroleum Company Andreas Enger Tom Molnar Tom Grace Warren Strickland Howard Harris Stefan Wisbauer Greg Lalicker INTRODUCTION OVERVIEW OVERVIEW THE CURRENT PLANNING PROCESSES MEETS REQUIREMENTS BUT HAS AREAS OF POTENTIAL IMPROVEMENT SIGNIFICANT TIME EFFORT IS INVESTED IN PLANNING YEAR-ROUND… QUOTES FROM INTERNAL INTERVIEWS CONFIRMS THIS DISSATISFACTION WITH THE PROCESSES ONE AREA IDENTIFIED IS THE PAPER-HEAVY PROCESS… …ALONG WITH THE ASSOCIATED VERY TIGHT DEADLINES OTHER LEADING COMPANIES HAVE EVOLVED THEIR PLANNING PROCESSES WHILE THE CLIENT HAS NOT OVERVIEW KEY OBJECTIVES OF THE PLANNING PROCESS REDESIGN RELATES TO BOTH EFFICIENCY AND EFFECTIVENESS THE NEW CALENDAR NEEDS TO PROVIDE TIME FOR PLANNING… …AND FOR PERFORMANCE MANAGEMENT THE NEW BUSINESS PLANNING PROCESS WILL FOCUS ON CREATING OUTPUTS IN WORKSHOPS THE KEY DIFFERENCES IN THE ANNUAL OPERATING / CAPITAL PLANNING PROCESS ARE MINIMAL THE CAPITAL APPROVAL PROCESS NEEDED TO BE REVISED AS PART OF THESE CHANGES THE CAPITAL DECISION-MAKING AUTHORITY IS VERY CENTRALIZED WHEN COMPARED TO OTHER LEADING COMPANIES… …YET CENTRALIZED REVIEW DOES NOT PREVENT SIGNIFICANT WASTAGE OTHER SIGNIFICANT DIFFERENCES IN CAPITAL PROJECT PLANNING ARE PRESENT THE DESIGN PRINCIPLES FOR THE NEW PROJECT CAPITAL APPROVAL PROCESS FOCUSES ON OVERCOMING THESE PROBLEMS BUSINESS LINE HAS INCREASED AUTHORITY FOR EXPENDITURE REQUEST APPROVAL WITHIN BUDGET THE PROJECT PROPONENT HAS OWNERSHIP THROUGHOUT ITS LIFECYCLE BUT ACCESSES SPECIALIST SUPPORT AS NEEDED TWO VIABLE OPTIONS FOR PROJECT SCREENING AT BUSINESS LINE LEVEL HAVE BEEN IDENTIFIED THE FIRST PHASE INVOLVES DEFINING THE PROJECT SCOPE AND BUSINESS CASE THE NEXT PHASE NEEDS TO ENSURE PROPER PROJECT DESIGN THE LAST PHASE IS THE IMPLEMENTATION OF THE PROJECT OVERVIEW SIGNIFICANT CHANGES TO THE STRATEGIC PLANNING PROCESS WERE RECOMMENDED… …INVOLVING BOTH THE TIMING AND THE CONTENT OF THE PROCESS THE BUSINESS PLANNING PROCESS WILL FOCUS ON CRE