Workwise: Organising, Directing, Planning & Controlling

Planning; Organising; Directing; Controlling

During the Planning module team leaders and managers review the necessary skills required to set
measurable objectives, how to identify required resources, and how to analyse these in terms of
available resources. They learn how to consider alternatives, assign responsibility, establish checkpoints, provide for contingencies and document the plan. PERT charts, Gantt charts, Flow charts, Master Control lists and other planning tools enable team leaders and managers to implement, document and monitor the plans efficiently.

After the Organising module, team leaders and managers will be able to identify organisational inefficiencies and overcome these by applying the following organising principles: grouping, integration, division of labour, span of control and accountability.

During the Organising workshop, team leaders review the skills required to analyse and coordinate the workload realistically, in order to match existing team member’s skills and knowledge with the job requirements. This will facilitate effective staffing or recruiting if necessary. By organising properly, team leaders and teams become more efficient, and thus more productive – able to meet the challenge of achieving optimal results.

Directing is the third module in the functional Management Solution, and is the logical follow-up to Planning and Organising. During the Directing module, team leaders and managers learn to provide guidance, coordination and support for people, in order to enable them to carry out their duties to the required standard. Leadership, communication and motivation
are addressed and the importance of the team leader / manager's role in maintaining and enhancing morale, effectiveness and productivity is highlighted.

“If you're not controlling and measuring - you're notmanaging!”

In the Controlling module learners apply monitoring and progress management techniques to ensure that work meets the established performance standards. It enables team leaders and managers to provide constructive feedback to team members, and also enables them to take corrective action if they are alerted to deviations in quality or quantity of outputs.

Outcomes

Learners will be able to:

• Define the four basic functions of the manager
• Apply an eight-step planning process to a work situation, including: writing clear objectives; identifying, analysing and monitoring resources
• Document a plan with appropriate checkpoints and contingencies, using Gantt, PERT and Flow charts
• Complete a master control list and manage performance against it
• Apply a three-step organising process to a work situation
• Analyse separate job tasks required to complete a work objective and group tasks into logical job functions
• Develop workflow procedures
• Match the skills and knowledge of team members to job requirements
• Recognise the three elements of leadership and the role each plays in the directing function
• Determine an appropriate leadership style to use in a given work situation
• Use communication techniques to enhance communication
• Design an appropriate motivation strategy to use with each team member
• Develop controls to effectively monitor performance
• Determine causes of, and solutions to, deviations from performance standards
• Identify and implement regular and systematic performance appraisal

Requirements

Planning, Organising, Directing and Controlling comprise the Workwise Functional Management Solution. In order to achieve certification with credit, learners must complete Planning, Organising, Directing and Controlling to the required standard.

Entry requirement:
Senior Certificate and/or minimum six months team leadership / management experience

Post-workshop requirements:
Application assignment and knowledge questionnaire per programme

Learners receive: A workbook with readings, activities, a trouble-shooting guide, and post-workshop application materials per programme

Duration: 4 Days over a period of eight weeks
Unit Standard Alignment:
SAQA ID 10981
Supervise work unit to achieve work objectives (individuals and teams)

NQF Level: 4
Credits: 12

Certification: Certification with credit if all four skills programme assessment requirements are met.