Multi-Year Planning – A Quick Assessment

An ideal planning system is one that is not time consuming, easy to do, aids your job performance and drives overall organizational success.

multi year planning quick assessment

In most organizations, planning comes in three forms:

  1. A multi–year plan. Or it could be called the strategic plan, or the long-term plan, or simply the organization’s strategy;
  2. The annual work plan, or business plan, or operational plan; and
  3. The budget

When things are working well these three planning processes are integrated and reinforcing.

The chart below provides a quick assessment of the multi-year planning.

Self assessment planning

For each row, place a check mark beside the description that best reflects your situation.

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