Accounting Management: Planning a Job

A lot of colleagues call me and complain that their staff are not doing as good a job as they need to. After a brief discussion, it appears the problem lies with the owner or partner because they have shortcut the planning process. This is not an isolated issue.

Planning takes time and focused concentration. It requires the understanding that you are sending people to distant lands to do your work and that the plan provides a way to begin, a path to travel, and a way to end the project. It also should include a time budget, trigger points when assistance might be needed and opportunities for training, initiative and empowerment. Planning is not micromanaging; it is setting forth a road map of how to proceed that can be changed as circumstances develop, while also leaving room for responsibility and accountability for changes to get the project completed as required.

Everyone always seems to be perpetually rushed, particularly owners and partners, and they cut so-called nonessential parts of a project, which they consider excessive planning to be. Boy, are they off base, and their results show it. I’ve been there, and still am, so I know the feeling. Maybe I am myopic with this, but I have always planned meticulously. One reason was that I wanted the work done my way. Another is that it enabled me to visualize the entire project and anticipate problem areas.

I also felt that the planning showed the staff my interest and commitment to getting the job done as well as possible. I found that my time supervising the work was greatly reduced by the planning, which paid huge dividends.

I am talking from experience. Planning works. Everyone managing a job, no matter how small, is running a mini business for that job. Budgeting the assignment, staffing, controlling quality, beating the deadline, on-the-job training, exceeding the client’s expectations and adding value are all parts of every project. The better planned the job is, the better organized it is and the better it gets done.