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Strategic Planner job description

A Strategic Planner is responsible for shaping business strategy, developing plans, analyzing data, and aligning goals to achieve the company’s objectives. Strong strategic thinking, analytical skills, and market research experience are essential.

Nikoletta holds an MSc in HR management and has written extensively about all things HR and recruiting.

Refreshed on

June 9, 2023

Reviewed by

Eftychia Karavelaki

Senior Recruitment Manager

This Strategic Planner job description template is optimized for posting to online job boards or careers pages and easy to customize for your company.

What is a Strategic Planner?

A Strategic Planner is a professional who is responsible for shaping the overall business strategy of a company, developing strategic plans, and assessing company performance to achieve business objectives.

What does a Strategic Planner do?

A Strategic Planner develops and implements plans to materialize the company’s strategy, conducts research and data analysis to inform business decisions, and aligns department goals with the overall strategy. They also monitor industry trends, provide insights into organizational changes, and support senior executives in making effective decisions.

Strategic Planner responsibilities include:

Shaping the company’s overall business strategy
Developing strategic plans and assessing company performance
Conducting research and data analysis to inform business decisions

Want to generate a unique job description?

Looking for a job.

We are seeking a Strategic Planner to shape our company’s direction and create plans to achieve our business objectives.

You will play a crucial role in maintaining our competitive edge and effectively allocating resources.

Strategic thinking is a vital skill required for this position, along with strong analytical and organizational abilities.

Your contributions will be instrumental in guiding our company through changes, fostering growth, and ensuring long-term success.

As a Strategic Planner, you will have the opportunity to make a significant impact on our company’s strategic decisions and drive our business forward.

Join our team and be a key player in shaping our future.

Responsibilities

Understand and shape the company’s strategy and mission
Develop plans to materialize strategy and analyze business proposals
Research competition to identify threats and opportunities
Assess the company’s operational and strategic performance
Align processes, resources-planning and department goals with overall strategy
Provide support and insight into significant organizational changes (e.g. shift in strategic focus, mergers and acquisitions)
Educate senior executives in making effective decisions
Construct forecasts and analytical models
Monitor and analyze industry trends and market changes

Requirements and skills

Proven experience as a Strategic Planner or Business Consultant
Understanding of market research and data analysis
Knowledge of business operations and procedures
Demonstrable strategic thinking abilities
Analytical mind with problem-solving aptitude
Organizational and leadership skills
Excellent communication skills
BSc/BA in Business Administration, Marketing, Finance or a related field; MSc/MA/MBA is a plus

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Example Business Planner Job Description

Our Business Planner job description includes the responsibilities, duties, skills, education, qualifications, and experience.

About the Business Planner role

A Business Planner is responsible for developing, organizing and implementing business strategies, plans and procedures in order to achieve organizational goals. They identify potential opportunities and risks in order to maximize profits and minimize losses, and provide guidance on financial, operational and marketing decisions. They also analyze data to determine the best course of action and create detailed reports to keep stakeholders informed.

Role Purpose

The purpose of a business planner is to develop strategies and plans to help an organization achieve its business goals. This role requires a comprehensive understanding of the organization's operations and objectives, as well as a knowledge of the external environment in which it operates. Through market research, financial analysis, and other methods, the business planner analyzes data to identify opportunities to improve organizational performance and develop strategies to capitalize on those opportunities. The business planner also helps to evaluate the effectiveness of existing strategies and procedures, and recommends changes to ensure optimal performance.

Business Planner Summary

A Business Planner is responsible for developing, implementing, and managing business strategies and plans to help achieve organizational goals. They also provide guidance and support to staff on a variety of business initiatives and activities. The Business Planner must be able to analyze data and identify trends, create and maintain financial models, and design and execute strategic plans. They must also possess excellent communication, problem-solving, and organizational skills. The ideal candidate will have a Bachelor’s degree in Business, Finance, or a related field, as well as a minimum of three years of experience in a similar role.

Business Planner Duties

Develop business plans and strategies
Analyze current business operations
Forecast future business needs
Monitor and identify potential risks
Provide financial analyses of business opportunities
Create and implement organizational systems and procedures
Develop business reports and presentations
Manage business relationships

Business Planner Skills

Organizational skills
Project management
Analytical skills
Problem-solving skills
Strategic planning

Business Planner Requirements

Ability to develop and execute long-term business plans
Strong analytical and problem solving skills
Familiarity with business budgeting and forecasting
Knowledge of market research and data analysis
Excellent written and verbal communication skills

Personal Traits

Excellent organizational skills
Strong communication and interpersonal skills
Ability to think strategically and analyze data
Ability to work independently
Proficient in Microsoft Office
Ability to multitask

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Strategic Planner Job Description [Updated for 2024]

In today’s complex business landscape, the role of strategic planners has become increasingly vital.

As the world of business evolves, the demand for sharp minds capable of developing, implementing, and managing strategic plans to drive growth and success escalates.

But what does a strategic planner really do? What are the expectations for this role?

Whether you are:

A job seeker endeavoring to understand the core of this role,
A hiring manager in search of the perfect candidate,
Or simply fascinated by the intricate world of strategic planning,

You’re in the right place.

Today, we present a comprehensive strategic planner job description template, designed for seamless posting on job boards or career sites.

Let’s dive right into it.

Strategic Planner Duties and Responsibilities

Strategic Planners play a pivotal role in developing, communicating, executing, and sustaining strategic initiatives within a company.

They use their analytical skills and business knowledge to guide the future direction of the company and ensure it meets its objectives.

Strategic Planners have the following duties and responsibilities:

Conduct in-depth research to identify new market opportunities and consumer preferences to support campaign creations
Set specific, measurable goals that align with the overall direction and business goals
Develop and implement effective strategic plans with focus on long-term success
Collaborate with and coordinate diverse teams (marketing, sales, customer service etc.)
Build forecasts and analytical models to monitor company performance and market trends
Prepare reports and present results to company executives and senior management
Identify key challenges and propose action plans to address them
Monitor and analyze industry trends and market changes
Regularly evaluate the company’s competitive position and suggest improvements

Strategic Planner Job Description Template

We are seeking a forward-thinking Strategic Planner to identify and analyze business trends and market strategies.

The Strategic Planner will work closely with management, sales, marketing, and product development teams to implement actionable strategies for growth and profitability.

Successful candidates should have strong analytical skills, exceptional problem-solving abilities, and a knack for developing business strategies based on data analysis.

Responsibilities

Conduct in-depth research to identify new market opportunities and consumer preferences to support campaign creations.
Set specific marketing goals that align with the overall direction and business goals.
Develop and maintain digital campaigns to increase web traffic.
Track and measure marketing outcomes including marketing activities, response, leads, sales, retention, and ROI.
Forecast market trends.
Research and analyze competitive markets, strategies and operations.
Generate innovative ideas to promote our brand and our products.
Address advertising needs.
Ensure brand consistency through all marketing channels.
Use customer feedback to ensure client satisfaction.
Ensure a strong brand presence in online and offline channels.

Qualifications

Proven work experience as a Strategic Planner or Marketing Strategist.
Demonstrable experience with marketing campaigns and web technologies (e.g. online tools and social media).
In-depth knowledge of CRM software and Content Management Systems.
Familiarity with SEO/SEM and Google Analytics.
Understanding of web design.
Excellent verbal and written communication skills.
Strong analytical skills.
Team management skills.
BSc degree in Marketing or relevant field.
Health insurance
Dental insurance
Retirement plan
Paid time off
Professional development opportunities

Additional Information

Job Title: Strategic Planner
Work Environment: Office setting with options for remote work. Some travel may be required for team meetings or client consultations.
Reporting Structure: Reports to the Director of Strategy.
Salary: Salary is based upon candidate experience and qualifications, as well as market and business considerations.
Pay Range: $75,000 minimum to $120,000 maximum
Location: [City, State] (specify the location or indicate if remote)
Employment Type: Full-time
Equal Opportunity Statement: We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Application Instructions: Please submit your resume and a cover letter outlining your qualifications and experience to [email address or application portal].

What Does a Strategic Planner Do?

Strategic Planners work primarily in businesses and corporations, focusing on the strategic goals of the organization.

They could also work as consultants to provide their expertise to various businesses.

Their primary role is to formulate strategies to achieve the long-term objectives of the company.

They work closely with senior management, marketing, and financial teams to analyze the company’s current status, market trends, and potential opportunities.

Strategic Planners use various analytical tools to gather data and use it to formulate strategic plans.

They conduct SWOT (strengths, weaknesses, opportunities, and threats) analysis, competitor analysis, and market research.

Additionally, they are responsible for monitoring the implementation of strategic plans and measuring their effectiveness.

They adjust the strategies based on the changing market conditions and the company’s performance.

Strategic Planners also present their findings and plans to the company’s stakeholders and offer advice on potential changes in the organization’s direction to meet strategic goals.

Overall, the Strategic Planner plays a crucial role in steering the company towards its desired long-term goals and ensuring its growth and sustainability in the market.

Strategic Planner Qualifications and Skills

A proficient Strategic Planner should possess the following skills and qualifications that align with your job description:

Strong analytical and critical thinking skills to identify market trends, forecast future scenarios, and make data-driven strategic decisions.
Exceptional problem-solving abilities to tackle complex business challenges and find feasible solutions.
Excellent communication and presentation skills to clearly convey strategic plans and initiatives to stakeholders, clients, and team members.
Interpersonal skills to collaborate effectively with other departments in the organization and to build relationships with external partners and stakeholders.
Project management skills to oversee the implementation of strategic plans, ensuring that they stay on track and achieve the set objectives.
Financial acumen to understand and interpret financial data, which aids in strategic planning and decision making.
Proficiency in strategic planning software and other relevant tools to model business scenarios and create comprehensive strategic plans.
Thorough understanding of the organization’s industry, including its competitive landscape, market dynamics, and customer needs.

Strategic Planner Experience Requirements

Entry-level Strategic Planners may have 1 to 3 years of experience, often gained through relevant internships or part-time roles in business strategy, market research, or business development.

They can also gain relevant experience through roles such as Business Analyst, Marketing Analyst, or other strategy-related roles.

Candidates with 3 to 5 years of experience are often expected to have honed their analytical, research, and strategic thinking skills in roles such as Junior Strategic Planner or Business Strategy Analyst.

They should be adept at market analysis, competitive analysis, and strategic planning.

Strategic Planners with more than 5 years of experience usually have a strong background in managing strategic initiatives, leading cross-functional teams, and driving strategic decision-making processes.

They may have also gained significant leadership experience and may be ready for senior-level or managerial roles in strategic planning.

In all roles, understanding of business functions, excellent communication skills, strong problem-solving abilities and proficiency with data analysis tools is often a requirement.

Advanced degrees in business or related fields may also be beneficial.

Strategic Planner Education and Training Requirements

Strategic Planners usually hold a bachelor’s degree in business, marketing, finance or a related field.

They need to have a strong understanding of business strategies, financial analysis, market research, and project management.

For more complex roles, a master’s degree in business administration (MBA) or a related field can be beneficial.

This advanced degree can provide strategic planners with a deeper understanding of business operations, marketing strategies, and financial planning.

Some roles may require Strategic Planners to have relevant certifications such as Certified Strategic Planner (CSP) or Professional Certified Marketer (PCM) which validates their expertise in strategic planning.

In addition to formal education, practical experience in business strategy, marketing, or a related field is often highly valued.

Continuous professional development is important for Strategic Planners to stay up-to-date with the latest business trends and market dynamics.

Advanced courses, seminars, and workshops in strategic management, business analytics, and market research can be particularly useful.

Soft skills such as problem-solving, critical thinking, and excellent communication are also essential for this role.

Strategic Planner Salary Expectations

The average salary for a Strategic Planner is around $75,474 (USD) per year.

The actual earnings can fluctuate based on factors such as experience, educational background, location, and the size and industry of the employing company.

Strategic Planner Job Description FAQs

What skills does a strategic planner need.

Strategic Planners need to possess excellent research and analytical skills to understand market trends and consumer behavior.

They should have strong communication skills for presenting their findings to stakeholders and peers.

They should also have critical thinking abilities to devise strategic plans based on their research and creative problem-solving skills to address challenges that may arise during the planning process.

Do strategic planners need a degree?

Most Strategic Planners have a bachelor’s degree in business, marketing, finance, or a related field.

Many employers prefer candidates with a Master’s degree in Business Administration (MBA) or a similar discipline.

Additionally, experience in strategic planning or related roles can be beneficial.

What should you look for in a strategic planner resume?

A strategic planner’s resume should exhibit strong analytical, research, and strategic thinking skills.

It should list experiences in strategic planning and execution, market analysis, and forecasting.

Look for knowledge of strategic planning tools and methodologies.

In addition, it’s beneficial if the candidate has experience in your industry.

What qualities make a good strategic planner?

A good Strategic Planner is one who is naturally curious, detail-oriented, and analytical.

They should have a solid understanding of the industry they are working in and be able to identify trends and opportunities.

Good Strategic Planners are also effective communicators who can clearly articulate their strategies to different stakeholders.

Is it difficult to hire strategic planners?

Hiring Strategic Planners can be a challenge due to the specialized skills required for the role.

The pool of candidates with the right mix of analytical skills, strategic thinking, and industry knowledge can be quite limited.

Therefore, recruiters often need to offer competitive salaries and benefits to attract the best candidates.

And there you have it.

Today, we’ve unveiled the intricate elements that truly define a strategic planner.

But guess what?

It’s not just about making plans.

It’s about shaping the future of a business, one strategic decision at a time.

With our top-tier strategic planner job description template and real-world examples, you’re ready to take the leap.

But why halt your journey here?

Dive deeper with our job description generator . It’s your next step to creating meticulous job listings or honing your resume to absolute precision.

Each strategic decision is a part of a grander plan.

Let’s shape that future. Together.

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The Editorial Team at InterviewGuy.com is composed of certified interview coaches, seasoned HR professionals, and industry insiders. With decades of collective expertise and access to an unparalleled database of interview questions, we are dedicated to empowering job seekers. Our content meets real-time industry demands, ensuring readers receive timely, accurate, and actionable advice. We value our readers' insights and encourage feedback, corrections, and questions to maintain the highest level of accuracy and relevance.

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Business Plan Consultant Job Description Template

A business plan consultant provides a financial, marketing, and operational roadmap to align stakeholders and help your business achieve its goals.

Trusted by leading brands and startups

Business plans are the North Star for early-stage businesses, used as a reference point when making major business decisions, collateral when securing a new fundraising round, and as an introduction to the business and its goals when recruiting new key hires.

While business plan templates can be found online, these ready-made guides can drive entrepreneurs and their businesses away from what they actually need to achieve. A top business plan consultant will construct a custom plan that takes into account the specifics of your business, or review and pressure-test an existing plan while taking into account the latest industry trends.

Business Plan Consultant - Job Description and Ad Template

Copy this template, and modify it as your own:

Company Introduction

{{Write a short and catchy paragraph about your company. Provide information about the company’s culture, perks, and benefits. Mention office hours, remote working possibilities, and anything else that makes your company interesting.}}

Job Description

A business plan consultant provides strategic direction by {{creating or methodically pressure-testing and refining}} a company’s business plan, using an understanding of the company’s core operations, competitive advantages, and goals to provide direction on how to structure, run, and grow the business.

The ideal candidate will have some experience in running or advising early stage businesses, combining the analytical abilities of a CFA charterholder with the broad vision of a CEO to provide a roadmap to growth.

Responsibilities

Develop an understanding of the existing business (including products/services, customers, competitors, the overall market and trends) through careful research and analysis
Understand how major stakeholders are thinking about near-term growth, generally and in reference to specific growth initiatives, through interviews with these stakeholders
Build a detailed financial analysis showing all of the assumptions, drivers, and financial statements for the next 3 - 5 years, accounting for a conservative, base, and aggressive case
Conduct a total addressable market analysis for the business’ core market, assess major industry trends affecting the business, and describe what impact these trends may have on the business
Review research reports and conduct primary research to hone in on ideal buyer type and assess customer demand for the company’s existing products and services
Map out direct and indirect competitors, including potential future competitors, for existing and potential revenue channels
Define a go-to-market strategy, including testing out potential marketing channels (if applicable)
Review compensation plans and organizational structure to align incentives and ensure the health of the organization in the long-run

Skills and Qualifications

Bachelor’s degree in finance, operations, research, statistics, math, economics, or related analytical discipline preferred
Financial management experience with planning, forecasting, and business analysis; prior experience as an advisor to or executive at an early-stage company a plus
Advanced Excel proficiency. 3+ years of practical experience of using Excel for building and maintaining financial models
Proficiency with analytical and presentation tools {{(Excel pivot tables, SQL queries, graphing, PowerPoint)}}
Experience within {{preferred industry}}
A natural curiosity and a “big picture” mentality
Experience conducting market research, including analyzing and synthesizing research reports and conducting primary research
An understanding of marketing channels and go-to-market strategies
Excellent spoken and written communication; comfort reaching out to and interviewing the company’s management, employees, and customer base

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How to hire business plan consultants.

Business plan consultants have the industry knowledge and expertise to develop a business plan that maximizes your company’s potential and attracts investors. This guide to hiring business plan experts offers insight into best practices, skill requirements, job description tips, and interview questions and answers to help you identify the best candidate for your needs.

Hire a Top Business Plan Consultant Now

Toptal is a marketplace for top Business Plan consultants and experts. Top companies and startups hire freelance Business Plan consultants from Toptal for their mission critical projects.

Andon Baltakov

Andon is a fractional CFO and a fundraising expert for clients of Toptal. Most recently, he devised a novel business plan and a financial model for a sports information company. He also provided advisory services to launch a new social, digital business. Currently, he is working with the CFO of an entertainment enterprise to structure a business model and expand a side video project into a multimillion-dollar film business. Andon is a seasoned strategy executive who worked at the AP, CNN.

Trevor Davis

Trevor is an experienced entrepreneur and banker with a background in business plan development, financial modeling, M&A, capital raising, and business valuation. He has worked and advised clients across many industries. Trevor has worked on over $5 billion of M&A and financing transactions and has advised clients ranging from early-stage startups to multi-billion dollar businesses.

Aaleem Jiwa

As a Deloitte consulting manager, Aaleem led the creation of a business plan and financial model for a city-owned real estate firm that enabled them to develop 50 properties in 10 years. He has helped owners of small companies and executive teams at multi-billion dollar entities optimize their businesses through financial analysis. Aaleem travels extensively, and freelancing allows him to deliver value to companies from any city in the world.

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Career Blog

Planner: Job Description, Salary, and Skills for 2024

As the backbone of any project, a Planner plays a vital role in ensuring the smooth flow of operations from start to finish. A Planner has the responsibility of laying out the framework that guides a project’s progression from initiation to completion. In the broadest sense, a Planner is responsible for the identification and segregation of different tasks that make up a project, setting milestones and deadlines, and monitoring progress to an ultimate goal. The Planner plays a vital role in ensuring that a project is completed efficiently and on time, while staying within budget constraints.

To put it in simpler terms, a Planner is responsible for coordinating resources, timelines, and budgets to ensure a project is successful. They have the bird’s eye view on the entire project and are usually involved right from the start when the project is being conceptualized.

Primary responsibilities of a Planner include:

1. Develop Project Plans

One of the primary responsibilities of a Planner is to create plans that outline the steps and resources required for a project. This includes forming a documented roadmap and timeline to follow, which helps to ensure that the project progresses smoothly and on schedule.

2. Budget Management

Budget management is also an essential part of a Planner’s responsibility, and they must ensure that the project stays within the financial limitations set out. They keep a close eye on the cost of resources and materials needed and adjust budgets accordingly.

3. Team Management

A Planner has to manage teams of people working on different phases of a project, making sure the teams have the right resources at the right time. They communicate goals, deadlines, and help resolve any conflicts as well.

4. Risk Management

A Planner identifies any foreseeable risks and obstacles that may impact the project’s timeline or budget. They prepare contingency plans, provide risk analysis, and have measures in place to address any issues that may arise.

As a Planner, attention to detail, time management, and communication skills are key elements for achieving success. It’s also essential to be able to work in a team, handle pressure, and be adaptable, as projects could change or take unexpected turns.

Now that you understand the key responsibilities of a Planner, let’s delve deeper into what makes this job exciting and what it takes to qualify as a Planner.

Job Description

For individuals who are interested in a career in urban planning, it is essential to have an understanding of the job description, duties, and qualifications necessary to become a planner. In this section, we will take a closer look at the job description of a planner, as well as the required skills and qualifications, and education and training requirements.

Overview of the Job Description of a Planner

Planners are responsible for developing, implementing, and evaluating plans and programs related to land use, community development, and environmental issues. They work with local government officials, community groups, and key stakeholders to develop strategies that help create sustainable, livable neighborhoods and cities.

Duties and Responsibilities of a Planner

Planners are responsible for a wide range of duties and responsibilities, including:

Conducting research and gathering data on community needs, environmental issues, and other relevant factors
Analyzing data and creating reports to inform decision-making processes
Working with local government officials to develop and implement zoning and land use policies
Collaborating with other stakeholders to develop comprehensive plans for community development and redevelopment
Evaluating the effectiveness of existing plans and programs and recommending changes as needed

Required Skills and Qualifications

To be successful in this role, planners are required to have a strong foundation in the following areas:

Communication skills: Planners must have excellent verbal and written communication skills in order to work effectively with a range of stakeholders including government officials, community groups, and the public.
Analytical skills: Planners must be able to gather and analyze complex data to inform decision-making processes.
Problem-solving skills: Planners are often tasked with finding creative solutions to complex problems related to community development and sustainability.
Project management skills: Planners must be able to manage projects from start to finish, often working within tight time frames and budgets.
Knowledge of planning software: Familiarity with planning software is important for planners to effectively analyze data and create reports.

Education and Training Requirements

Most employers require planners to have a bachelor’s or master’s degree in urban planning, geography, or a related field. Some planners may also have a degree in architecture, engineering, or public administration. In addition to formal education, planners may also have training or certification through professional organizations such as the American Planning Association.

Planners play a critical role in shaping the physical and social landscape of our communities and cities. They are responsible for developing and implementing plans that create sustainable, livable neighborhoods and cities. To be successful in this field, planners must have strong communication, analytical, and problem-solving skills, as well as relevant education and training.

As an urban or regional planner, you can expect to earn a competitive salary that reflects your expertise and experience. Here, we’ll explore how much planners can earn, factors that influence salary, and average salaries for different levels of experience.

How much Planners can earn

According to the Bureau of Labor Statistics (BLS), the median annual salary for urban and regional planners in the United States was $76,240 as of May 2020. However, depending on their expertise, experience and location, planners can earn more or less than this amount.

Planners working in municipalities and government agencies typically earn less than those working in the private sector. The BLS states that the median annual wage for planners employed in local government was $75,600 and $72,830 for those employed in state government. In contrast, those working in architectural or engineering firms can earn upwards of $90,000 per year.

Factors that influence salary

There are several factors that can affect a planner’s salary, including their level of education, years of experience, geographic location, and sector of employment.

Salary tends to increase with education level, with planners who hold a master’s degree typically earning higher salaries than those with a bachelor’s degree.

The amount of experience a planner has can also significantly influence their salary. Entry-level planners with less than two years of experience can expect to earn less than those with more years of experience.

Geographic location also plays a significant role in determining a planner’s salary. Planners living and working in large cities or coastal areas typically earn more than those based in rural areas.

Lastly, the sector in which a planner works can significantly impact their salary. Planners who work in the private sector typically earn more than those working in the public sector.

Average salary for different levels of experience

As mentioned earlier, a planner’s level of experience can affect their salary. Here’s a breakdown of the average salaries for different experience levels, according to the BLS:

Entry-level (less than 2 years of experience): $50,400
Mid-career (2-4 years of experience): $60,540
Experienced (5-9 years of experience): $75,130
Late-career (10 or more years of experience): $89,320

Keep in mind that these are just average salaries, and actual salaries can vary based on the factors mentioned above.

Urban and regional planners can expect to earn competitive salaries that reflect their expertise, education, experience, and location. The salaries for planners vary depending on their area of expertise, sector, and level of expertise. Given the nature of the profession, with expected growth in urban planning jobs, it’s important to have an idea of the potential salary range for planners across different skill levels.

Planners must have a specific set of skills to thrive in their job. In this section, we will discuss the essential skills required of a planner, soft skills necessary to excel in the role, and advanced skills to differentiate oneself in the field.

Essential skills required of a Planner

Effective planners must have strong analytical skills to successfully gather, analyze, and interpret data. They should be able to think critically, evaluate situations, and make informed decisions. Good numerical and financial skills are necessary as well. This includes an understanding of budgeting, forecasting, and cost analysis. A planner must also possess excellent communication skills to convey their findings and recommendations to various stakeholders in a clear and concise manner.

Soft skills needed to excel in the role

In addition to essential technical skills, planners must also have soft skills to excel in their role. They should have strong interpersonal skills, be able to collaborate and work effectively with others. Good time management and organizational skills are necessary for this fast-paced and dynamic role. The ability to adapt and work well under pressure is essential for success in this field.

Advanced skills to differentiate oneself in the field

To stand out in a competitive planning industry, it is necessary to have advanced skills that set you apart from others. These may include proficiency in data analytics and visualization, advanced financial modeling, project management, and market research. Knowledge of emerging technologies and experience in implementing new tools to streamline processes is also crucial. Effective networking, public speaking, and leadership skills can also be valuable. Continual research, learning and development can be a unique differentiator, especially when a planner is able to gain deeper insights through immersion in innovative, multi-disciplinary environments beyond their own field.

A planner’s success depends on a combination of essential, soft and advanced skills. By continuing to develop these skills, a planner can differentiate themselves in the field, bring more value to their organization, and ultimately earn a higher salary.

Types of Planners

It takes a variety of planners in different industries to help individuals or organizations effectively manage their resources, from finances and time to people and space. Here are some examples of planners and their job descriptions and responsibilities:

Financial Planners

Financial planners help clients make informed decisions about how to invest their money and plan for their financial future. They create financial plans, provide advice on investment strategies, and review clients’ portfolios regularly to ensure they meet their goals. They must also stay up to date with changes in tax laws, financial regulations, and market trends to best guide their clients.

Event Planners

Event planners organize and manage various types of events, including weddings, trade shows, music festivals, and corporate events. They liaise with clients to determine event goals, budgets, and timelines, then coordinate with vendors, manage event logistics, and handle all aspects of event production. They must have strong communication skills, attention to detail, and the ability to work well under pressure.

Urban Planners

Urban planners help communities create and manage land use plans, zoning ordinances, transportation systems, and environmental plans. They work with government officials, local residents, and developers to ensure projects meet community needs and goals. They must consider factors such as sustainability, accessibility, and economic feasibility when designing plans and recommending policies.

Production Planners

Production planners ensure manufacturing facilities run efficiently by creating production plans, maintaining inventory levels, and scheduling operations. They analyze data, predict demand, and optimize production processes. They must collaborate with various departments, including engineering, operations, and finance, to ensure timely delivery of products and minimize waste.

Academic Planners

Academic planners assist in student success by providing academic advisement, coordinating schedules, registering students for classes, and providing orientation for new enrollees. They must have an excellent knowledge of university policies, procedures and standards, and the different programs the school offers. They also have to be great communicators and good at dealing with people in high-pressure situations.

Planners play a vital role in ensuring effective and efficient management across various industries. Whether it’s financial planning, event production, community development or manufacturing, each type of planner is responsible for facilitating order and managing a range of responsibilities to reach established goals.

Industries That Need Planners

Planners are essential in various industries as they bring in their expertise to help organizations achieve their goals. Listed below are some of the industries that rely on the expertise of planners:

Public Sector

Private sector.

In the public sector, planners play a vital role in ensuring that the local community’s needs are met. They are responsible for developing comprehensive plans that guide land use, transportation, and economic development, among others. Planners in the public sector also work collaboratively with elected officials, community leaders, and other professionals to make sure that their plans are executed and policies are enforced.

One of the crucial tasks of planners in the public sector is to manage the growing demand for affordable housing, nearby transportation, and accessible amenities. They work to improve the quality of life in communities, providing equitable access to services and facilities.

In the private sector, planners contribute to the success of the organization by improving operational efficiency, managing resources and employees, and using data-driven approaches to make informed decisions. They provide insights into real estate development, land use, and zoning regulations that help businesses prosper.

Private sector planners also work in the development of private infrastructure, such as stadiums, office buildings, and housing developments. They are responsible for ensuring that these projects follow local, state, and federal regulations, as well as environmental and health standards.

Planners in the nonprofit sector have a unique set of responsibilities, as they work towards fulfilling the organization’s mission while serving their communities. They often have limited resources and rely on volunteers, so their planning is critical for a successful outcome.

Nonprofit planners develop strategic plans that align with the organization’s goals and priorities while collaborating with stakeholders, policymakers, and community members. They identify funding sources and grants for community development and implement programs that improve the quality of life and address social issues.

Planners are essential in various industries, whether it’s in the public sector, private sector, or nonprofit. Their responsibility is to ensure that organizations make informed decisions that lead to positive outcomes, which creates a better world for all of us.

Job Outlook

As a Planner, the employment outlook is promising. With the increasing need for organizations to plan and strategize how they use their resources, Planners are becoming more valuable in various industries.

In the coming years, several factors will influence the job market for Planners. First, the rapid pace of technological advancements means that organizations must continually adapt to new tools and systems. This will require skilled Planners who can effectively integrate new technologies into planning processes. Second, the growing concern for sustainability and ethical practices will require Planners to incorporate eco-friendly and socially responsible policies into their plans. This shift will create new opportunities for Planners with expertise in sustainable development and ethical practices.

Moreover, the growth opportunities for Planners are not limited to a specific industry. Every sector requires professionals who can analyze data, forecast trends, and create strategies for business growth. Therefore, Planners can find work in various fields, including government agencies, health care, education, transportation, and manufacturing.

In the government, Planners can work for local, state or federal agencies to develop policies and allocate resources that benefit the community. Similarly, in healthcare, Planners can work to optimize resource utilization, develop effective patient care plans, and ensure compliance with regulatory standards.

In the education sector, Planners can use data analysis and planning tools to ensure the success of educational programs and student advancement. They can also develop financial plans that increase the value of schools and universities.

In transportation, Planners can use their skills to reduce congestion, increase accessibility, and minimize the carbon footprint of transportation systems. In the manufacturing industry, Planners can optimize resource allocation, develop efficient supply chains and improve organizational efficiency.

The employment outlook for Planners is positive, with expected job growth projected in the coming years. Moreover, the adaptability of Planners means that they can work in various industries and find employment opportunities in multiple sectors, from government agencies to manufacturing firms. Finally, to be successful Planners, professionals must stay informed of the changing needs of their industries and develop adaptive skill sets that are relevant to the ever-evolving nature of their profession.

Pros and Cons of the Job

Being a Planner can be both rewarding and challenging. In this section, we will discuss the advantages of being a Planner as well as the challenges faced by Planners and how to overcome them.

Advantages of being a Planner

Job Satisfaction: One of the biggest advantages of being a Planner is job satisfaction. Planners have the opportunity to create positive change in their communities by developing and implementing plans that improve the quality of life for residents.

Variety of Work: Planners get to work on a variety of projects, which keeps their work interesting and diverse. From developing zoning regulations to designing public spaces, Planners get to use their skills in a wide range of areas.

Positive Work-Life Balance: Many planning positions offer flexible work schedules that provide a good balance between work and personal life. This is a great advantage to those who value a healthy work-life balance.

Career Growth: The field of planning offers plenty of opportunities for career growth and development. Planners can specialize in areas such as transportation planning or environmental planning, and can advance to leadership positions within their organizations.

Challenges faced by Planners and how to overcome them

Navigating Politics: One of the biggest challenges faced by Planners is navigating the world of politics. Often, Planners are tasked with developing plans that are politically sensitive or controversial. To overcome this challenge, Planners need to develop strong communication and negotiation skills, and be able to work collaboratively with stakeholders to find solutions that benefit everyone.

Managing Conflicting Priorities: Planners often have to balance competing priorities from various departments, organizations, or groups. This can be a challenging task, but Planners can overcome it by developing effective project management skills, keeping their priorities clear, and maintaining open communication with stakeholders.

Staying Current: The field of planning is constantly evolving, and Planners need to keep up with the latest trends and technologies to remain effective in their jobs. To overcome this challenge, Planners should make a habit of attending conferences, networking with other professionals, and staying up to date with industry publications.

Building Consensus: Another challenge faced by Planners is building consensus among stakeholders who have differing opinions or goals. To overcome this challenge, Planners need to be good listeners, skilled facilitators, and adept at finding common ground. Planners should focus on building relationships with stakeholders, fostering trust, and working collaboratively to achieve shared goals.

Being a Planner has many advantages, from job satisfaction to career growth. However, there are also challenges that come with the job, including navigating politics, managing conflicting priorities, staying current, and building consensus. With effective communication, negotiation, project management, and facilitation skills, Planners can overcome these challenges and continue to make a positive impact in their communities.

How to Become a Planner

If you’re interested in becoming a Planner, there are specific steps you can take to prepare yourself for this career path. In this section, we’ll provide you with a step-by-step guide on how to become a Planner, job search strategies for aspiring Planners, and common mistakes to avoid when applying for Planner roles.

Step-by-Step Guide on How to Become a Planner

Pursue a degree in Urban Planning, Geography, Environmental Science or other related fields: A Bachelor’s or Master’s degree in any of these fields will provide a solid foundation for a career in Planning.

Gain experience: Get some work experience in the field of Planning, whether through an internship, volunteering, or entry-level jobs. This will give you a better understanding of the field and help you gain the skills and knowledge needed to be a successful Planner.

Build your skills: In addition to academic qualifications and practical experience, it is also essential to develop a diverse range of skills that are relevant to the Planning profession. These may include analytical, critical thinking, communication, interpersonal, and project management skills.

Seek professional certification: Several organizations offer certifications that can help you stand out to potential employers as a qualified Planner. These include the American Planning Association’s (APA) AICP certification and the National Institute for Certification in Engineering Technologies (NICET) certification.

Apply for Planner positions: Once you’ve gained the necessary qualifications, skills, and certifications, you can start applying for Planner roles in various organizations, including government agencies, consulting firms, and non-profit organizations.

Job Search Strategies for Aspiring Planners

Get involved in networking: Attend industry events, join professional organizations, and connect with other Planners on social media platforms to build your professional network.

Research potential employers: Identify organizations that align with your goals and interests in Planning, and research their values, projects, and culture to see if they are a good fit for you.

Tailor your resume and cover letter: Customize your application materials for the Planner position you’re applying for to stand out to hiring managers.

Common Mistakes to Avoid When Applying for Planner Roles

Forgetting to proofread: Check your application materials for typos and grammatical errors. A clean and polished application shows attention to detail and professionalism.

Not doing research: Not researching the organization and the position you’re applying for can make you appear disinterested or unprepared during interviews.

Focusing solely on technical skills: While technical skills are crucial for a career in Planning, hiring managers also value soft skills such as communication and teamwork. Make sure to highlight both sets of skills on your application materials and during interviews.

By following these steps and job search strategies while avoiding common mistakes, you can increase your chances of becoming a successful Planner.

Certifications and Advancements

As a Planner, obtaining relevant certifications and advanced qualifications is crucial to stand out in today’s competitive job market. Certifications not only enhance a Planner’s credibility but also demonstrate a commitment to ongoing professional development.

Importance of Certifications for Planners

Certifications provide a comprehensive understanding of the principles, tools, and techniques used in planning, which helps Planners make informed decisions and provide effective services to clients. Employers are increasingly recognizing the value of certified Planners, and many job listings now require applicants to hold a relevant certification.

Some of the most recognized certifications for Planners include:

Certified Planner : Offered by the American Institute of Certified Planners (AICP), this certification is the most widely recognized and respected credential in the planning profession. AICP-credentialed Planners have demonstrated a mastery of the principles and practices of planning and are committed to ethical conduct and professional excellence.

LEED Accredited Professional : This certification by the U.S. Green Building Council (USGBC) demonstrates expertise in sustainable building and design practices. Planners with this certification can help clients develop environmentally responsible projects and initiatives.

Project Management Professional (PMP) : Offered by the Project Management Institute (PMI), this certification demonstrates expertise in planning, executing, and delivering projects on time, within budget, and with high quality.

Advanced Qualifications to Help Planners Stand Out

In addition to certifications, Planners can pursue advanced qualifications that deepen their expertise in specific areas of planning. These qualifications may include:

Master of Urban Planning (MUP) : A graduate degree in urban planning that provides a theoretical and practical understanding of urban and regional development, transportation planning, community engagement, and environmental planning.

Professional Certificate in Sustainable Urban Development : This certificate program offered by Columbia University provides a comprehensive understanding of the principles and practices of sustainable urban development.

Certified Economic Developer (CEcD) : This certification by the International Economic Development Council (IEDC) demonstrates expertise in economic development strategies, marketing, and community revitalization.

Additional Training Options for Planners to Consider

Alongside certifications and advanced qualifications, there are various training options that Planners can consider to enhance their skills and knowledge. These may include:

Attending conferences : Conferences provide opportunities for Planners to learn about emerging trends, network with industry professionals, and gain insights into best practices.

Taking online courses : Online courses offer the flexibility to learn at one’s own pace and can cover topics ranging from GIS mapping to community engagement strategies.

Participating in community initiatives : Participating in community initiatives can help Planners understand the needs and challenges of the communities they serve, while also giving back to the community.

Example of a Day in the Life of a Planner

As a planner, your daily routine is never set in stone. You will spend most of your time coordinating with various stakeholders, researching and analyzing data, and strategizing for upcoming events or campaigns. Here is a typical day in the life of a planner:

Morning Routine (8:00 AM – 10:00 AM)

Most planners start their day by checking emails and scheduling meetings with clients or colleagues. They may also use this time to review their to-do list for the day and prioritize tasks based on urgency and importance.

After that, the planner may begin conducting research and gathering data on various aspects of the project, such as target audience demographics, market trends, and industry best practices.

Afternoon Routine (12:00 PM – 2:00 PM)

After lunch, the planner may start analyzing the data they gathered in the morning, using it to create strategies for the project. They may work on creating timelines, budgets, and other relevant documents.

The planner may also spend this time coordinating with various stakeholders, such as vendors, contractors, and team members, to ensure that everyone is on the same page and that the project is moving forward as planned.

Evening Routine (4:00 PM – 6:00 PM)

As the workday winds down, the planner may use this time to review their progress and prepare for the next day. This could involve revising their to-do list, checking in with team members, or wrapping up any loose ends.

Some planners may also attend networking events or meetings in the evening to expand their professional network and stay up-to-date on industry trends.

Insights from Current Planners

According to current planners, the daily routine can vary significantly depending on the specific project, employer, and industry. However, there are a few common themes that many planners share:

Communication is key: Planners spend a significant amount of time communicating with clients, team members, and vendors to ensure the project runs smoothly.

Research is essential: Planners must conduct in-depth research and analyze data to develop effective strategies for the project.

Adaptability is crucial: Plans can change at a moment’s notice, and planners must be able to adapt quickly to keep the project on track.

Attention to detail is a must: One small mistake can have significant consequences, so planners must pay close attention to all aspects of the project.

Being a planner requires a wide range of skills and abilities, from communication and research to adaptability and attention to detail. However, for those who enjoy working in a fast-paced environment and making a real impact on the success of a project, being a planner can be an incredibly rewarding career path.

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What is a Business Planner ?

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Job overview.

A Business Planner is a highly desirable and critical role for businesses to have, as it ensures the successful growth and execution of the company's strategic goals. Business Planners are responsible for researching and assessing the need for new products and services, developing financial models to analyze project returns, and planning and executing projects in line with business objectives. They must develop innovative strategies to capitalize on new markets, address existing challenges, and drive the comprehensive growth of the business. This job description outlines the qualifications, tasks, and other details related to the role.

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Business planning analyst job description, business planning analyst.

As a Business Planning Analyst at [Company Name], you will play a crucial role in driving the company's growth and success. You will be part of the [Team], reporting to the [Reporting To]. In this role, you will work closely with the [Teams Collaboration] to support and strengthen the company's business planning and strategy.

Responsibilities:

Conduct market research and analysis to identify new business opportunities.
Assist in the development and implementation of business plans and strategies.
Analyze financial data and create reports to support decision-making processes.
Collaborate with cross-functional teams to assess and optimize business processes.
Monitor and track key performance indicators to evaluate the effectiveness of business initiatives.
Prepare presentations and reports for senior management and stakeholders.
Support the development and execution of budgeting and forecasting activities.
Stay updated on industry trends and competitive landscape to provide insights and recommendations.

Requirements:

Bachelor's degree in business, finance, or a related field.
[X years of experience] years of experience in business planning, strategic analysis, or a similar role.
Strong analytical and problem-solving skills.
Proficiency in data analysis and financial modeling.
Excellent communication and presentation skills.
Ability to work in a fast-paced and dynamic environment.
Advanced knowledge of Microsoft Excel and PowerPoint.
Experience with business intelligence tools and ERP systems is a plus.

Success Metrics:

Timely completion of business plans and strategies.
Accuracy and quality of financial analysis and reports.
Contribution to improved business processes and efficiency.
Positive feedback from senior management and stakeholders.

Your role as a Business Planning Analyst at [Company Name] will be instrumental in driving the company's growth, development, and achievement of strategic objectives. By providing valuable insights and supporting the implementation of effective business plans and strategies, you will contribute to the overall success of the organization.

Add [Contact Name] at [Email] to apply.

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About the Business Planning Analyst

A Business Planning Analyst plays a crucial role in the organization's strategic planning and execution. They are responsible for analyzing market trends, financial data, and business performance to develop actionable plans and recommendations. They collaborate with cross-functional teams to identify opportunities for growth, improve operational efficiency, and drive overall business success.

FAQs about the Business Planning Analyst

What is the role of the business planning analyst about.

The role of the Business Planning Analyst is to support the organization's strategic planning and execution efforts. They gather and analyze data, develop insights, and provide strategic recommendations to drive business growth. Our tailored job description provides a detailed overview of the responsibilities, requirements, and success metrics for this role. Examples of tasks may include conducting market research, creating financial models, and assisting with budget planning.

Why do you need a Business Planning Analyst?

A Business Planning Analyst is essential for effective strategy execution. They help organizations make informed decisions, identify growth opportunities, and align resources to achieve strategic goals. This supporting strategy execution role depends on the specific needs and structure of the organization. However, having a skilled Business Planning Analyst can significantly enhance the organization's ability to drive success and navigate complex business challenges.

What would be an average salary for the Business Planning Analyst?

The average salary for a Business Planning Analyst in the US ranges from $60,000 to $90,000 per year, depending on factors such as experience, location, and company size. This estimate is based on data from reputable sources like Glassdoor and can vary depending on the specific circumstances of each position.

Ready to find your next Business Planning Analyst? Create your tailored job description.

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Business Planner Responsibilities and Duties

Develop, document and implement business plans, processes and procedures.

Develop presentations for management and stakeholders on business operations and developments.

Support business planning functions for new and existing strategic partnerships and alliances.

Assist in development of business plan to achieve operational goals.

Perform business and financial analysis across organization.

Identify project issues and develop resolutions to meet productivity and quality.

Identify risks and develop mitigation plans.

Identify new opportunities to add business value.

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Business planner job description.

Preparing for disaster helps reduce the impact that unforeseen events have on an organization. The best plans prevent disruption from taking place by identifying important people, processes and equipment that keep a business running. Business planners focus on developing procedures that protect organizations from catastrophe and return operations to normal as quickly as possible.

Education and Skills

The majority of business planners have a bachelor's degree or a post-baccalaureate certificate before applying for this job. The minimum requirement for most business planners is a bachelor's degree in a related field, such as emergency management, business and public administration. Business planners need critical-thinking skills and the ability to make important decisions under stressful circumstances that require a rapid response. You also need excellent communication and collaboration skills and strong leadership abilities.

Professional Development

The Business Continuity Planners Association gives you access to resources and connections difficult to find elsewhere. The Business Continuity Institute has a certification training program that teaches best practices for business planners, preparing them to earn a certificate from the institute by passing a BCI examination. Earning certification and continually developing skills and connections through professional business continuity organizations increases your chance for advancement in the face of declining demand for business planners. Previous experience in emergency management with police and firefighters sets you apart for advancement in the eyes of potential employers.

Business Planner Duties

As a business planner, you collaborate with your peers to determine the best course of action in the event that a disaster or an unfortunate occurrence threatens the normal operations of your organization. This requires that you help colleagues develop recovery plans that enhance their ability to return to full capacity. Another important business planner duty minimizes the disruption of operations when calamity strikes by developing improved processes that are more resilient to upheaval.

Additional Duties and Responsibilities

Business planners help analyze the impact of disruptions and identify the most important issues when surviving threats. They develop and document plans for efficient recovery from disaster and coordinate training exercises to help prepare the best response from vital colleagues. Preparing business continuity reports for senior management ensures that all critical functions have a backup plan. Business planners also create procedures that protect and backup vital hardware such as data servers and communication systems.

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O*Net Online: Business Continuity Planners
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U.S. Bureau of Labor Statistics: Occupational Outlook Handbook: Emergency Management Directors

Kent Tukeli has been writing for business and media organizations since 2007, including Valnet Inc., Top Affiliate Publishing and Mirvish Productions. He honed his skills at the University of Toronto, earning a Bachelor of Arts in English literature.

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What Does a Business Planning Manager Do?

Find out what a Business Planning Manager does, how to get this job, salary information, and what it takes to succeed as a Business Planning Manager.

The Business Planning Manager plays a strategic role in steering the company’s direction through comprehensive market analysis, forecasting, and resource allocation. This position involves synthesizing complex data into actionable strategies that align with the company’s long-term goals and financial objectives. By closely monitoring industry trends and evaluating business performance, the Business Planning Manager ensures that the organization remains agile and responsive to changing market demands. Collaboration with various departments to develop and implement plans that enhance operational efficiency and profitability is also a significant aspect of the role. Through a balanced approach to risk management and opportunity identification, the Business Planning Manager supports the company in maintaining a competitive edge and achieving sustainable growth.

Business Planning Manager Job Duties

Develop and implement comprehensive business plans to facilitate achievement by planning cost-effective operations and market development activities.
Analyze and forecast financial, economic, and other data to provide accurate and timely information for strategic and operational decisions.
Coordinate cross-functional teams to develop business strategies and objectives, ensuring alignment with corporate goals.
Evaluate competitive market strategies through analysis of related product, market, or share trends.
Identify and drive initiatives to improve operational efficiency, including process improvements, cost reduction, and systems enhancements.
Facilitate communication and collaboration among departments to ensure that business planning and strategies are aligned with company-wide goals.
Oversee the preparation of operational and risk reports for management analysis.
Spearhead the development of new business opportunities, including expansion, mergers, acquisitions, and partnerships.

Business Planning Manager Salary & Outlook

Factors affecting a Business Planning Manager’s salary include industry sector, company size, years of experience, and specific skills in strategic planning, financial modeling, and market analysis. Performance outcomes and the ability to influence business growth also significantly impact compensation.

Median Annual Salary: $110,250 ($53/hour)
Top 10% Annual Salary: $152,000 ($73.08/hour)

The employment of business planning managers is expected to grow faster than average over the next decade.

This growth is driven by the increasing complexity of global markets, the need for strategic planning in competitive environments, and the demand for innovation in product and service development. Business Planning Managers are pivotal in navigating these challenges, making their role more critical than ever.

Business Planning Manager Job Requirements

Education: A Business Planning Manager typically holds a Bachelor’s Degree in Business Administration, Finance, or a related field. Coursework often includes strategic management, financial analysis, market research, and organizational behavior. Advanced degrees like an MBA can enhance prospects, focusing on leadership, advanced strategic planning, and international business. Specialized courses in data analysis, project management, and economics are also beneficial, equipping candidates with the necessary skills to excel in developing and implementing business strategies.

Experience: Business Planning Managers typically come from diverse experience backgrounds, with a significant portion having substantial experience in strategic planning, financial analysis, and project management. Many have progressed through roles that required increasing responsibility in business strategy and operations. On-the-job training is common, often through mentorship or rotational programs within a company, allowing for hands-on experience in different business units. Training programs focusing on leadership, data analysis, and market research are also valuable, equipping candidates with the skills to lead cross-functional teams and drive business growth. Successful candidates often demonstrate a blend of practical experience in business planning and strategic initiatives, coupled with formal training programs that enhance their analytical and leadership capabilities.

Certifications & Licenses: Certifications and licenses are not typically required for the role of Business Planning Manager.

Business Planning Manager Skills

Strategic Forecasting: Leveraging data-driven insights, a Business Planning Manager predicts market trends to develop strategies that align with organizational goals. This involves synthesizing diverse information sources to anticipate challenges and opportunities, keeping the company agile and competitive.

Market Analysis: Through the meticulous examination of trends, customer behaviors, and competitor activities, Business Planning Managers can forecast market demands and pinpoint opportunities or threats. This skill hinges on thorough data collection and interpretation to inform strategic decisions.

Financial Modeling: Business Planning Managers create detailed, predictive models of a company’s financial future to forecast revenue, assess risk, and efficiently allocate resources. This requires a solid grasp of accounting principles, spreadsheet software proficiency, and the ability to interpret market trends for data-driven strategic planning.

Risk Management: By identifying potential threats and developing strategies to mitigate them, Business Planning Managers protect the organization’s interests and ensure its long-term sustainability. Analyzing market trends, financial forecasts, and operational vulnerabilities is crucial for preemptively addressing challenges.

Stakeholder Engagement: Building and maintaining strong relationships with investors, partners, and internal teams is critical for aligning business strategies and meeting project milestones. This skill ensures smoother project execution and fosters an environment of trust and mutual respect.

Performance Optimization: Data-driven insights and lean methodologies are used to streamline operations, reduce waste, and boost business efficiency. Analyzing performance metrics, identifying bottlenecks, and implementing strategic interventions are key for sustained organizational improvement.

Business Planning Manager Work Environment

A Business Planning Manager typically operates within a structured office environment, where the workspace is designed to foster both concentration and collaboration. The setup usually includes personal computers, advanced planning software, and access to data analytics tools, essential for strategic decision-making and forecasting.

Work hours might extend beyond the traditional 9-to-5, especially during critical planning phases, though many organizations offer flexibility to accommodate work-life balance. The dress code tends to align with corporate standards, leaning towards business casual or formal, depending on the company’s culture and external meeting requirements.

The role demands frequent interaction with team members, stakeholders, and departments, necessitating strong communication channels and a cooperative atmosphere. Travel may be required for industry events or company-wide meetings, adding variety to the routine.

Professional development opportunities are often available, encouraging continuous learning and advancement in strategic planning methodologies and leadership skills. This role thrives in a setting that values analytical thinking, adaptability, and collaborative problem-solving.

Advancement Prospects

A Business Planning Manager can ascend to higher strategic roles within an organization, such as Director of Strategy or Chief Operations Officer (COO), by demonstrating exceptional analytical, leadership, and decision-making skills. Success in this career path hinges on the ability to drive business growth and efficiency through innovative planning and execution.

To achieve these advancements, a Business Planning Manager should focus on spearheading high-impact projects and initiatives that align with the company’s long-term goals. Gaining experience in cross-functional team leadership and developing a deep understanding of the industry’s competitive landscape are crucial.

Building a track record of successful business plans and strategies that have significantly contributed to the company’s profitability and market position will set a solid foundation for moving into top executive roles. Engaging in high-level decision-making processes and demonstrating a keen insight into market trends and business opportunities are essential steps toward career progression in this field.

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What is a business planner and how to become one

A business planner is responsible for creating and implementing business plans and procedures. They conduct research and analysis to identify key participants, strengths and weaknesses, and new opportunities. They perform risk assessments, address potential costs, and resolve issues promptly. Through their findings, they develop strategies to optimize operations and prevent significant losses. Business planners typically hold a bachelor's degree in business or related disciplines and have strong communication, collaboration, and leadership skills.

How long does it takes to become a business planner?

It typically takes 6-8 years to become a business planner:

Years 1-5: Obtaining a Master's degree in a relevant field, such as business administration, finance, or economics.
Year 6-7: Accumulating the necessary work experience, typically 1-2 years, in roles that involve budgeting, forecasting, and strategic planning.
Year 8: Gaining on-site or on-the-job training, which may overlap with accumulating work experience.

Avg. Salary $119,250

Avg. Salary $59,228

Growth Rate 4 %

Growth Rate 0.3 %

American Indian and Alaska Native 0.79 %

Asian 9.50 %

Black or African American 4.82 %

Hispanic or Latino 12.64 %

Unknown 4.69 %

White 67.56 %

female 41.34 %

male 58.66 %

American Indian and Alaska Native 3.00 %

Asian 7.00 %

Black or African American 14.00 %

Hispanic or Latino 19.00 %

White 57.00 %

female 47.00 %

male 53.00 %

Stress level is high

Complexity Level is advanced

7 - challenging

Work Life balance is fair

Business Planner career paths

Business planners often move on to management positions, such as manager, purchasing manager, or supply chain manager. They may also become planning managers or directors. In some cases, they may take on roles like senior finance analysts, project managers, or senior strategists.

Key steps to become a business planner

Explore business planner education requirements.

The educational requirements for a business planner typically include a bachelor's degree for 40% of professionals, while 56% hold a master's degree and 4% a doctorate. According to Marykate Conroy , Director of Career Development & Employer Relations at The Catholic University of America, "Technically, there are many hard skills to acquire as a business planning analyst. To name just a few: database querying languages, statistical analysis software, data visualization, data mining, and programming skills will all be helpful to develop if you are interested in being a business analyst." These skills can be learned on the job, but having certifications or working knowledge prior to applying can give candidates an edge.

Most common business planner degrees

Bachelor's

Master's

Start to develop specific business planner skills

A business planner needs a variety of skills. They must be able to purchase, plan, and expedite, as well as develop strategies to expand revenue and profitability. They also need to be able to analyze market trends, price cliffs, and competitor behavior to ensure pricing strategies drive profitable growth.

Skills	Percentages
Data Analysis	9.94%
Strong Analytical	8.17%
Financial Analysis	8.13%
Business Plan	6.75%
Supply Chain	5.82%

Research business planner duties and responsibilities

Business planners manage various aspects of a company's operations. They analyze market trends, competitive strategies, and market research to ensure profitable growth. They also oversee supply-planning processes, ensuring that manufacturing resources and supply partners are used effectively. Additionally, they often handle inventory control, material management, and financial recording tasks.

Manage cost-centers and leverage unique Indian production and post- production capabilities and position the company as a prefer production partner.
Coordinate logistics with multiple carrier partners and multiple distribution centers.
Coordinate raw material logistics, serum manufacturing, gamma irradiation processing and other serum processes with third party contract manufacturers.
Lead monthly and quarterly EAC forecasting and consolidate forecasts in support of corporate financial reporting.

Get business planner experience

Prepare your business planner resume.

When your background is strong enough, you can start writing your business planner resume.

You can use Zippia's AI resume builder to make the resume writing process easier while also making sure that you include key information that hiring managers expect to see on a business planner resume. You'll find resume tips and examples of skills, responsibilities, and summaries, all provided by Zippi, your career sidekick.

Choose From 10+ Customizable Business Planner Resume templates

Apply for business planner jobs

Now it's time to start searching for a business planner job. Consider the tips below for a successful job search:

Browse job boards for relevant postings
Consult your professional network
Reach out to companies you're interested in working for directly
Watch out for job scams

How Did You Land Your First Business Planner Job

Are you a Business Planner?

Share your story for a free salary report.

Average business planner salary

The average Business Planner salary in the United States is $119,250 per year or $57 per hour. Business planner salaries range between $85,000 and $166,000 per year.

What Am I Worth?

How do business planners rate their job?

Updated June 25, 2024

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Business Planner Related Careers

Associate Planner
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Community Development Planner
Community Planner
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Housing Grant Analyst
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Planner/Buyer
Planning Internship
Planning Manager
Program Planner
Regional Planner
Senior Planner
Site Planner

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What Similar Roles Do

What Does an Associate Planner Do
What Does a City Planner Do
What Does a Community Development Planner Do
What Does a Community Planner Do
What Does a Facilities Planner Do
What Does a Housing Grant Analyst Do
What Does a Land Planner Do
What Does a Planner Do
What Does a Planner/Buyer Do
What Does a Planning Internship Do
What Does a Planning Manager Do
What Does a Program Planner Do
What Does a Regional Planner Do
What Does a Senior Planner Do
What Does a Space Planner Do

Resume For Related Jobs

Planner Resume
Planner/Buyer Resume
Planning Internship Resume
Planning Manager Resume
Senior Planner Resume
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Planner, Business Job Description

Planner, business duties & responsibilities.

To write an effective planner, business job description, begin by listing detailed duties, responsibilities and expectations. We have included planner, business job description templates that you can modify and use.

Sample responsibilities for this position include:

Planner, Business Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Planner, Business

List any licenses or certifications required by the position: APICS, PMP, HSEEP, CBCP, AGILE, CPIM, DRII, BCI, CSCP, SAP

Education for Planner, Business

Typically a job would require a certain level of education.

Employers hiring for the planner, business job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Business, Finance, MBA, Business/Administration, Education, Marketing, Accounting, Economics, Engineering, Management

Skills for Planner, Business

Desired skills for planner, business include:

Desired experience for planner, business includes:

Planner, Business Examples

Microsoft Word (.docx) .DOCX
PDF Document (.pdf) .PDF
Image File (.png) .PNG
Support Majors sales teams on sell through reporting and planning
Leading cross-functional teams to define the SKUs for existing and new offerings
Create Post Promotional analysis reports for the customer and sales team and send the analytical re-cap on a routine basis
Assist in some forecast and scenario planning
Maintain and communicate the Joint Business Planning reconciliation data file for Annual Business Plan with key customers
Use customer portal sales forecast, Nielsen and Matrix to provide analysis for management of annual business plan (BP) and rolling estimate (re) processes
Utilization of Target’s PartnersOnline portal for new item set up, product maintenance, contract submissions and data analysis (IMN, CNA, VMM, MerchIQ, etc)
Work closely with Acosta to ensure utilization of business planners and integration into financial processes
Act as troubleshooter and subject matter expert between sales team and Acosta, and sales team and key headquarter functions for specific business and systems request
First point-of-contact for PO customer service issues and interface with supply chain and customer to manage all product allocations, new item samples, and product recalls
Ability to use sales financial data to recommend and make decisions on account profitability
Proven and reputable communication skills and ability to influence others
Comfortable and confident in ability to work with cross functional partners and senior management on all aspects of the business
GEO/Territory travel as required (GTM, key accts, industry meetings)
3 years experience in business planning independent role within FMCG dynamic environments
Excellent knowledge of Microsoft Office tools - focus on Excel
Analyze, define and implement forecasting methodology leveraging product and customer segmentation strategies
Build business cases to influence investment decisions, 3rd party partnerships, strategic deals, product and marketing decisions
Collaborate with key stakeholders across marketing, engineering, finance, data sciences
Synthesize the details into an effective story and present to partners at all levels of the organization
Lead or support key strategic initiatives as appropriate
Lead analytical efforts as required for projects including valuations, long-term market development analysis, scenario analysis
Or analytics experience in a multi-channel retail environment is strongly preferred
Landing the TnR and IoT business model strategy, SKU line-ups, pricing, and service meters where appropriate
Defining and delivering the business model decisions for any new or updated TnR and IoT Products Developing key metrics, forecasts, and reporting in partnership with finance and engineering to monitor the business performance
Successfully develop relationships with key technical and business associates and with the sales organization around the various products sold to other companies
Create ROI-driven Business cases and gain support across key decision makers
Deliver insights on the health of the business by analyzing performance of business drivers, key strategic bets and providing deeper insights into international product, users and market trends
Conduct market research and synthesize analyst reports to understand how to shift preference share
Ability to influence at the CVP level
A BA/BS in Marketing, Business or related discipline is required, MBA strongly preferred
Passion for Windows and the B2B segment
Revise forecasts and recommend changes on a monthly basis based on actual usage, trends, wins/losses, new product introductions, and revised sales plans
Lead consensus meetings for areas of responsibility and advise Sales, Marketing and Business Units of problems and significant variances between existing forecasts and actual
Design and generate weekly and monthly demand forecast reports
Plan, coordinate and manage planning efforts for all aspects associated with conducting business and IT unit exercises, including clients and vendors as defined by exercise scope
Develop and apply a deep understanding of the Xbox Live users across devices and products, build knowledge of subscription businesses and their drivers
Ensuring business building accuracy by following and challenging KAMs sales monthly forecasts on baseline promotions and launches
Developing deep customer knowledge on supply rules and policy, timelines, stock equation
Aggregating the total sales forecasts in units and consolidates sales
Analysing all available facts and figures to identify potential gaps
Communicating objective feedback, propose adjustments to key stakeholders (GM, Sales, Supply, Finance)
Proven experience in preparation and delivery of executive level and field presentations
Strong passion for Windows and the device market
Analyze & understand customer & partner needs, market opportunity, the existing business, and sales motions to inform key decisions
Lead the business strategy for Office 365 in SMB, including our Business Suites and new apps like Bookings to drive usage and relevance of Office 365
Courage to challenge the status quo and improve existing ways of working
Knowledge of MS Office and particularly Excel
Partner with Merchandise Planning to share regional hind-sights to ensure needs are covered
Verify that meetings are arranged efficiently and timely with a high level of accuracy
Assist with the development of plans for continuity of essential functions and resumption of complete business operations
Monitor business and operation changes to ensure plans remain current and valid
Prepare and conducts training briefings and overviews to educate workforce personnel
Create detailed research and analysis within focused market areas including customer trends and preferences
Provide project management for assigned initiatives and work closely with the appropriate divisions and team members for effective and successful implementation
Identify key trends and new business opportunities for Yamaha
Coordinate and support new research and projects with Yamaha Japan, internal divisions and external business partners
Provide clear communication and reporting of new trends and findings to appropriate management and teams
Strong proficiency in excel, PowerPoint, and data base management
Advanced knowledge with Excel and SQL
Bachelor’s degree in business, economics, finance, statistics
Crisis Management –Create policies and plans related to potential Business Interruptions
Disaster Recovery – Safeguard IT operations by identifying potential problem areas and single points of failure throughout the technology landscape that may result in interruptions to critical IT operations
Business Continuity – Develop safeguards and Business Recovery Plans and Procedures governing the remote Business Offices and Operations associated with the organization
Preparing Budgeting and forecasting of Materials and Maintenance needs
Participate in monthly open to buy meetings to highlight and articulate key sales, inventory and gross margin opportunities and risks
Create and publish ad-hoc reporting and provide expert analysis
Partner with Finance to inform sales plans at the quarter, month, week and day level for individual Brand House stores
Analyze the potential of new store locations and the expansion of existing store locations by determining accurate sales volume projections based on sister store sales, trends, competitive and local market data
Create by store and by cluster attributes by evaluating individual and store group sales performance, product performance biases, sales to stock comparisons, seasonality and turn
Partner with the cross-functional team to develop store based tests to identify future opportunities
Leading the execution of pilots, new business models, promotions and offers in the America’s markets and working together with our international pilots lead to execute in Europe and Asia
Coordinate and conduct annual maintenance of business continuity documentation and updates, exercises, and independent review and validation
Must be able to work non-standard hours, including weekends and holidays, as needed
Provides order status
Performs duties for applying stock coils to internal orders
Manages and controls finished goods inventory
Communicates shipment status of orders with Commercial
Ability and willingness to work extended hours, weekends and/or holidays in support of our 24/7 operations
Deep familiarity with statistical models & methods (experimental design, hypothesis testing, regression analysis, applied machine learning)

Related Job Descriptions

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How to Write Better Job Descriptions

Learn how to write job descriptions that attract top talent.

Do you wonder why you’re not getting great job applicants? You might want to take a closer look at how you write your job descriptions. Instead of focusing on getting a large number of applications, you should concentrate on attracting the right types of employees to hire for your business .

Your job listing will be many candidates’ first impression of your company. While you want to avoid keyword stuffing, you also don’t want to fill your listing with cliches or fluff. So how do you create a more effective job description to attract the best candidates? Business owners, recruiters, marketing managers and career experts outlined the basics.

What to include in your job description

When you are writing your job description, you want to include information about the following things:

Company culture

A good job description goes deeper than a typical list of skills, tasks and role requirements. To attract the best applicants to your position, give them a feel for your company culture so you can hire for a cultural fit , said Jean Cook, former business coach for The Alternative Board.

Company values

Rebecca Barnes-Hogg, founder and former CEO of YOLO Insights, shared similar views, stating that quality employees will invest in businesses that reflect their own interests and values.

“They want to understand your products and what you stand for,” she said. “Your ad needs to tell them that. The first few sentences need to capture the candidate’s attention. Like any effective sales pitch, make it about them and their interests.”

Salary information

Jaynine Howard, founder and career strategist at JJ Howard & Associates, recommends being upfront about salary in a job description. Many applicants will turn down an offer at the last minute after being informed of the pay, she added. Clearing this up from the start will prevent you and your applicants from wasting time.

Call to action (CTA)

Michael Lan, senior resume consultant at Resume Writer Direct, recommends including application directions that contain a specific CTA. Whether it’s to email a specific person, leave a phone message or include a code word in their cover letter, asking applicants to do something extra can help you narrow down your interview pool quickly.

A clear CTA like this “serves as a built-in screening process as you will be able to weed out applicants who are not able to follow directions and demonstrate a clear lack of attention to detail,” Lan said.

How to present a job description

When constructing your job description, keep these tips in mind.

Watch your tone

When you write your job description, you’ll want to use a tone that represents your company’s brand, said Joseph Terach, a director at American Express. For instance, if you’re searching for creative employees, make your job post quirky and amusing. Meanwhile, detail-oriented tech employees may do better with concrete lists of necessary skills.

Make it easily digestible

Since many people are distracted and rushed, they will likely respond better to listings that are easy to read or scan, especially on mobile devices. Don’t overwhelm your candidates with useless information or lengthy paragraphs.

Steve Dempsey, Head of People at Aquent, recommends organizing key responsibilities with bullet points and separating sections with descriptive headers.

“Most job seekers are scanning,” he said. “They are on the hunt for the right job and will look at a job post and scan the details before deciding to apply or to ignore it.”

Jan Hudson, COO of Surf Search, agrees. “Most job candidates search job boards on their phones now. Keep it simple and always use bullet points.” She also suggests using the headings “Responsibilities” and “Requirements” before bulleted lists for added clarity.

Light humor can make candidates remember your listing and want to apply. Chris Mindel, copywriter at AdsIntelligence Marketing, uses subtle jokes in his job descriptions. “It makes the applicant smile when they think about your company,” he said. “They’re more likely to apply.”

Writing your job description

For your next open position, you can write a better job description by following these two suggestions.

Make it easy to read

Consider using this structure for your job description: a two-sentence opening pitch about your company, followed by two bulleted lists under the headings “Responsibilities” and “Requirements” and a one-sentence CTA asking the applicant to click a link to fill out an application.

Pinpoint important info

For better readability and a higher response rate, make sure to include the important information about job duties, skills, tasks and necessary experience in the “Responsibilities” and “Requirements” lists.

Job description templates

Supplier quality manager.

Hudson provided the following job description, which attracted candidates with excellent qualifications in the life sciences field:

Global medical devices leader seeks a Supplier Quality Manager to lead a supplier quality team in the development of new Class III medical devices. The Supplier Quality Manager will lead supplier quality initiatives and qualifications as well as provide mentoring and oversight of a supplier quality team. Travel is expected to be around 25 percent, both domestic and international.

Requirements:

Bachelor’s degree in engineering required; advanced degree preferred
8-plus years of relevant experience in medical devices, preferably Class III
A background in medical device product development
5-plus years of leadership experience
Strong management and leadership skills to ensure management, growth and development of personnel
Previous supervisory experience
Strong statistical and analytical skills
A track record of accomplishment managing multiple competing projects or programs
The ability to travel up to 25 percent, both domestic and international
Quality certifications, such as ASQ CQA, CBA, AQA, RAB and CQE, strongly preferred
Lead auditor certification preferred
Working knowledge of Microsoft Office Suite, such as Microsoft Word, Excel, PowerPoint and Visio
Strong working knowledge of Quality System regulation (QSR/FDA regulation) and ISO 13485 standards
Design control and validation experience is a plus

Responsibilities:

Manage investigation nonconformance issues identified for device components
Ensure compliance of supplier files
Identify supplier quality engineering resource requirements and manage resources to provide quality coverage for the new product development programs
Lead continuous improvement initiatives, including quality system and supplier qualification procedures
Manage supplier quality team

Dustin Diehl, former director of strategy and performance at Digital Current, provided this quirky job post aimed at a creative content marketer. Notice the use of headings and humorous tone.

Content Strategist

This is probably, what, the seventh job ad you’ve seen today? 10th? Hey, if it’s your first, we feel lucky! We understand that finding a new job can be tough, so we want to make this as easy as possible.

What are you hiring for?

A content strategist!

What exactly is that?

If you have to ask, you may not be right for the job.

OK, well, what’s Digital Current’s definition of a content strategist?

Fair question! There are lots of different ways to interpret the role of a content strategist, so here’s our take:

At DC (that’s our abbreviation for Digital Current, not the comic book company, although that would be awesome ─ we’ll ask you about your favorite Justice League member during your interview, don’t worry), our content strategists:

Are digitally savvy
Understand the roles of content strategy and content marketing in today’s digital marketing landscape
Have 2-4 years of experience in digital content strategy
Understand the importance of (and how to develop) personas, buyers’ journey maps and content messaging, including voice, tone and style guidelines
Can conduct content audits to review existing content performance and quality
Work with SEO teams to incorporate the latest SEO best practices in their content recommendations and planning
Are comfortable presenting and speaking with clients
Can lead creative workshops and editorial planning sessions
Are always looking for ways to improve and educate themselves, their peers and their clients on the latest happenings in the digital content space

Great! Where do I sign up?

Send us your resume and we’ll set up a call! Can’t wait to meet you.

Best job posting sites

Once your job description is complete, you need to get it in front of potential hires. You can do so easily through job posting sites. On these websites, people looking for new positions can search for opportunities that interest them. The hiring sites will then pull up the jobs most relevant to the query. That means you can sit back and relax as candidates come to you rather than the other way around:

LinkedIn: The main social media website for professionals, LinkedIn naturally doubles as a popular digital space for posting and finding jobs. You can post a job on LinkedIn in two ways. The first is a traditional job listing. The second is by sharing the listing to your own personal feed for all your followers to see. Then, they can share your listing with their own followers and directly forward it to interested friends.
Indeed: You can also post jobs to Indeed’s base of 250 million monthly users. You can hold virtual interviews directly through Indeed’s platform and add screener questions to your listings to strengthen your hiring prospects. (For a deeper look into potential hires, you can look at our list of background check types .)
Monster: With Monster, you can post a job listing for free before buying into paid services. If you seek new employees often, you can contact Monster to arrange a custom plan for your business. Monster also provides thousands of job listing templates from which you can craft your own version.
Google for Jobs: Through Google for Jobs, you can take steps to rank your listing more highly in job seekers’ Google searches. If you list your jobs on your business’s website, you’ll just need to alter the listing’s HTML to use Google for Jobs. If you use a third party to host your listings, that platform might be integrated with Google for Jobs. If so, you can likely replicate your post on that platform for Google.
ZipRecruiter: ZipRecruiter lets you instantly post the same job listing on thousands of different job sites. ZipRecruiter will then send you a list of highly qualified candidates whom you can invite to apply. The platform places a large emphasis on being mobile-friendly for both employers and job candidates.

How to make job descriptions work for you

Whether you’re hiring a senior engineer or an entry-level marketing specialist, it’s important to write concise job descriptions that showcase the most important parts of the position. Adopt good practices, such as using headings, bullet points and clear CTAs, to increase readability and response rate. Don’t be afraid to make your job listing match your company culture. This way, you’ll attract more candidates who fit your organization.

Max Freedman and Brittney Morgan contributed to this article. Source interviews were conducted for a previous version of this article.

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What is a Business Banker?

Business banking job overview, business development, required skills in business banking, common tools for business bankers, a typical day in business banking, business banking qualifications and experience, compensation for business bankers, additional resources, business banker career profile.

A financial services professional specializing in solutions for small-to-medium-sized businesses

Business bankers are financial professionals in client-facing advisory roles, specifically for businesses. They may be sales focused (i.e. business development), support focused (i.e. customer service), or a combination of both. Bankers offer business banking solutions and deliver a straightforward suite of banking products and services , the most common being business checking and savings accounts, credit to support working capital and capital investment, and treasury and payment services.

While the terms b usiness b anker and c ommercial b anker are often mixed in usage, business bankers are more commonly associated with small-to-medium-sized enterprises . These are typically owner-operated businesses, wit h annual revenue of less than $5 million, and credit needs of less than $1 million.

Business bankers can be found in many banks, credit unions , and private lending institutions. Specific roles and responsibilities will depend on how the firm segments its markets. Bankers may work closely with retail banking at a branch or they may be aligned within the commercial banking portfolio.

Key Highlights

Business bankers are financial advisors in client-facing roles, typically for small-to-medium-sized businesses.
Bankers are often industry generalists who engage and consult with various businesses, gather needs, and offer suitable financial solutions.
Successful bankers possess a combination of service-based skills (such as relationship building, organizational, and management skills) and technical skills (such as business and financial assessment).

A business banker’s job can be broadly categorized into two main functions.

Build, maintain, and expand existing customer relationships: Bankers that best match the needs of their business customers and their firms’ offerings can generate opportunities to grow the share of wallet and strengthen the relationship. For example, the banker’s portfolio of clients may be grouped by the local retail branches they support.
Source opportunities to make recommendations to prospective businesses in the community: Bankers consider financial positions, business needs, and suitability for banking products and services. Small and medium-sized businesses such as mechanic repair shops, plumbing and trades, franchises, and small professional firms are the mainstay of a banker’s portfolio. Typical businesses require a few customizations to tailor the terms and conditions of the offerings (rates, fees, collateral, etc.).
Serve as the point of contact for business customer inquiries , and redirect to specialists if the firm size permits separate roles (e.g., centralized call center for credit cards ). Every contact is an opportunity to gather and meet the business’ needs.
Sustain transactional activities such as opening business accounts, providing banking information, and conducting outreach due to risk and fraud management policies.
Provide sound advice and guidance to businesses on a holistic level. Bankers are finance leaders in their community who support the execution of desirable business strategies (such as buying inventory and property for growth) or overcoming financial challenges (including financing trade receivables and necessary working capital).

Both soft skills and technical skills are helpful for a successful career as a business banker.

Effective communication and interpersonal skills are essential to relationship building. Client-facing roles must attract and engage with prospects and clients; experience in service-based industries tends to be attractive to firms looking to fill business banker roles. Engaging, influencing, gaining trust, and handling conflicts over various channels are all useful skills.
Sales and marketing skills are linked to the drive and motivation associated with sales-focused professions. For example, attractive qualities for a banker include those who can gain trust, negotiate and convert pipelines to sales. Business bankers must leverage both referrals and relationship networks as part of their marketing efforts.
Organizational and time management skills, and attention to detail . Balancing a high volume of client demands, addressing shifting priorities, and minimizing wasted efforts are all vital abilities. For example, a banker may waste time and effort structuring an unsuccessful deal if a credit concern is unaddressed (or a detail was overlooked).
Financial and risk assessment are technical skills that go hand in hand. Clients may provide rudimentary financial information for review with each credit request, along with authorization to assess their personal creditworthiness. Business bankers evaluate deals to maximize the chance of approval by an adjudicator and achieve their sales goals.
Business acumen and general industry knowledge are advantageous for bankers. By understanding the business environment, bankers focus on workable structures under the customer’s circumstances and the firm’s policies (i.e. quantitatively and qualitatively). Exceptional deals can take more effort, may receive stricter terms of approval, and likely require client negotiations to convert less desirable options into a sale.
Communication tools vary, as firms have diverse resources and policies due to security, audit, and record retention reasons. Working from employee-owned devices (phones, tablets, etc.) is a trend that is accelerating.
Customer relationship management tools (CRMs) help track and maintain client interactions, useful for continuity (e.g. holiday coverage or staff turnover) and sales management (e.g. calling activity and pipeline tracking).
Banking information systems are typically customized and firm-specific, although new technologies have contributed to the standardization toward common platforms that are less costly to develop and maintain as a group rather than individually. Many firms may compete more effectively with “commercial off-the-shelf” solutions (e.g. document and record keeping, credit, spreading, adjudication, and risk monitoring systems).

Many business bankers would tell you that no two days are totally alike, but there are some thematic consistencies.

Morning is often spent catching up on administrative duties and preparing for client meetings. If it’s a funding day they’ll likely be on the phone with their client, the middle office, and the client’s legal counsel to make sure everything is lined up to advance on time.
Mid-day includes scheduled and unscheduled meetings with new opportunities, from the retail branches and other networks, due to the high volume of clients in a business banker’s portfolio. There may be internal meetings with other folks in the bank ( financial planners , mortgage bankers, etc.) to look for cross-selling opportunities; the same is true of accountants and lawyers in the community, people that have their own business development mandates to satisfy.
Afternoons may be spent in the community and business development activities such as prospecting for clients and booking initial appointments. Once or twice a week many bankers attend networking events, panel discussions, or chamber of commerce-type events to get relevant industry information or to try and drum up new business opportunities.
Employers seek candidates who have completed a minimum of high school education, with at least several years of work experience within the banking or finance industries.
A college degree in a related field (such as accounting, economics, etc.) is a strong plus, as are finance or banking certifications .
Business development and prospecting capabilities, such as previous experience in sales or service-based roles.
Ability to process business information gained from coursework in accounting, finance, or practical experience gained in prior roles.
Knowledge of computer software (Microsoft Suite, Google Suite, etc.) and systems, as well as the mental agility to learn firm-specific systems.

Compensation for business bankers varies by experience, competition within a region or location, and the overall profitability of the firm they work for .

Base pay may be comparable to a manager at a local branch but less than a manager of a larger full-service location at the same firm.

Variable compensation includes bonuses and commissions tied to their individual and the organization’s performance. Achieving or exceeding such performance measures is a factor in considering total compensation and other benefits.

Interested in learning more about a career in business banking?

Enroll in Careers in Commercial Banking for an even more in-depth look at this dynamic role within the banking industry.

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The National Recreation and Parks Association

NRPA Connect

Career Center

Dania Beach, Florida

Williston, North Dakota

Glencoe, Illinois

Los Altos, California

Portland, Maine

Salina, Kansas

Clive, Iowa

La Grange, California

Wheaton, Maryland

San Jose, California

Tucson, Arizona

Virginia Beach, Virginia

Corvallis, Oregon

Farmington, Connecticut

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Posted: 05-Sep-24

Location: Dania Beach, Florida

Type: Full-time

Salary: $62,435.10 - $96,774.57 Annual

Categories:

Required Education:

The City of Dania Beach is committed to employing a talented and diverse workforce. We are currently seeking a Recreation Program Manager to join our dynamic Parks and Recreation Team. The ideal individual will perform work with wide latitude for independent judgment in developing and managing recreation programs, activities, and facilities for the community. If you are ready to take the next step in your career and contribute to the growth and development of the City of Dania Beach, apply now to join our team!

Duties & Responsibilities

Plans, develops, organizes and manages seasonal and yearly leisure-time programs and activities for various interests including sports, aquatics, youth programs, creative arts, camps, special events, instructional classes, social activities, fitness/wellness, leagues, competitions, general recreation and others.
Manages recreation facilities including recreation centers, swimming pools, nature parks, tennis complexes, special facilities and others offering park and recreation services; identifies and rectifies safety hazards.
Recruits, schedules, supervises, instructs, trains and advances the knowledge and skills of recreation employees in procedures and policies, delivery of services, as well as equipment use and maintenance.
Evaluates subordinates in performance of duties (including safety compliance); gives advice, provides resources and facilitates work teams towards objectives satisfaction.
Plans, promotes, and supervises varied recreation, social and educational activities at an assigned recreation facility and plans, organizes, schedules, coordinates and presents specialized recreation and education programs.
Schedules facilities, equipment and staff for various activities and programs of the assigned recreation area.
Recruits, trains and supervises contract instructors, professionals, officials and volunteers for scheduled activities.
Stimulates community interest in programs and services through contacts with news media, special interest groups and agencies.
Inspects facilities and equipment and recommends repairs, improvements, renovations and additions accordingly.
Monitors expenditures, revenue generation and assists in preparation of operating budgets; ensures adherence to established budgetary parameters.
Requisitions and controls use of equipment and materials.
Develops objectives, action plans and long-range plans regarding recreation programs and functions under charge.
Monitors and analyzes work measurement system report and other generated reports;
Manages special projects and service contracts.
Assist with any issues or special events at and other facilities such as IT Parker, CW Thomas, Frost Park and PJ Melli.
Provides exceptional customer service and work with disgruntled or upset participants to handle their complaints.

What's required: (Minimum Requirements)

Associate’s degree in Recreation, Leisure Services, Education, or a related field. Additional qualifying experience may be substituted on a year-for-year basis for the required college education.
A Minimum of four (4) years of full-time professional experience in organized recreation work at a significant supervisory level.
Possession of a valid driver’s license with an overall good driving record is required. If the driver’s license is out of state, must be able to obtain a Florida driver’s license within thirty (30) days of the hire date.

What's preferred: (Desired Requirements)

Eight (8) years of full-time professional experience in organized recreation work at a significant supervisory level.
Certified Parks & Recreation Professionals (CPRP) preferred

Customer Assistant - Clothing & Home - Norwich

How we hire.

Everyone is welcome at M&S. No exceptions. It’s your background, abilities and differences that make you, uniquely you. And when you’re part of M&S, that individuality has the potential to make waves.

About the role

This section tells you all you need to know about the position and its responsibilities, outlining everything we hope to see in a successful candidate.

Work Pattern Mon: 15:00 - 19:00 Tues: 15:00 - 19:00 Weds: 15:00 - 19:00 Fri: 14:00 - 19:00 Sat: 14:00 - 19:00

All interviews must take place face to face in the Hiring Store. Purpose

To deliver a great shopping experience for our customers, we are looking for colleagues who put customers before tasks every time whilst championing and promoting our brilliant products. As the face of the business, you will be the voice of our customers helping us to continually improve.

Key Accountabilities 

· Serve our customers efficiently, both on the shop floor and at service points 

· Keep the store clean and tidy, ensuring that our shelves are always stocked with product

· Monitor and deliver on the daily sales targets, priorities, promotions and selling opportunities 

· Proactively engage with customers to understand their needs, make recommendations and deliver remarkable service throughout their visit to store.

· Build expert product knowledge to sell and recommend our products and services 

· We’ll give you the training to utilise all digital tools and communication channels to deliver for the customer every time

Key Capabilities 

· High levels of customer service

· Committed to delivering excellent work with great attention to detail 

· Open to and acts upon feedback, asking for this regularly 

· Takes accountability for planning and managing own workload efficiently

· Strong communication skills

· Adaptable to changing situations

· Builds positive relationships by being a good listener

· Good level of digital capability

Everyone’s Welcome

M&S is ready to push boundaries to lead the retail industry into a greener, speedier, more inspiring digital era. That’s why we’re revolutionising how we work and offering our most exciting opportunities yet. There’s never been a better time to be part of our team. Marks & Spencer aims to be an inclusive organisation, trusted and admired by our colleagues, customers and suppliers. Join us and make an immediate impact.

We are committed to an active Inclusion, Diversity and Equal Opportunities Policy, which starts with our recruitment and selection process, and we are happy to talk flexible working.

If you consider yourself to require reasonable adjustments to any part of our recruitment process, we invite you to share those requirements with us when completing your application. We will make every effort to ensure your needs are met to provide a fair and transparent process of assessment.

Meet the Team

Our support.

It’s important to us that our new colleagues feel supported in their roles and can learn from each other. That’s why we offer mentorship through our buddy system.

Flexible working

We’re a 24/7 business and our working patterns adapt to our customers’ needs. Worklife is our flexible working policy that gives colleagues the option for part-time working, a 4-day compressed week, or to job share if it’s in the best interests of everyone.

The great joy of my life as a manager is that I can coach people and help them grow. I had some fantastic line managers myself: they believed in me and would sometimes nudge me out of my comfort zone to see what I could achieve. I hope I do the same for my team.

I started with M&S as a Customer Assistant at the age of 19, and ever since then, I’ve continued to progress. Now I’m the Deputy Store Manager for one of our Academy stores, managing over 200 people. What I like the most about my role is learning new things and sharing that knowledge with the team, so they can work to the best of their ability and be high achievers.

Wellbeing hub

Get access to resources to support your wellbeing, including a free virtual GP service.

Giving back

Support your favourite charities by donating through your pay or even volunteering for them.

Earn a competitive salary.

Colleague discount

After completing your probation period, you'll receive 20% colleague discount across all M&S products and many of our third-party brands for you and a member of your household.

Competitive holiday entitlement with the potential to buy extra holiday days.

Life assurance

Get cover for twice your salary up to age 70 (double with our Pension Plan).

Workplace savings

We’ll help you save through our Pension Savings Plan, Share Buy and Sharesave schemes.

Save on everyday costs through discounts and offers and get access to great health benefits.

Cycle to work

Bike/accessory hire with Cycle to Work and save on tax and national insurance.

Buy the latest technology with interest-free financing directly from your salary.

Family friendly policy

Industry-leading maternity, paternity, adoption and neo-natal policies, providing support and flexibility for you and your family.

Colleague Networks

We want you to feel supported, no matter what.

The Health and Wellbeing Network

This network helps colleagues manage their own mental and physical health. We also support people with disabilities or health conditions throughout M&S. We're a safe place to share your personal journey, coping strategies and top tips.

The Cancer Network

This is a network driven by personal experiences, with the purpose of ensuring that anyone in the M&S family affected by Cancer feels supported and has access to the information they need.

The LGBTQ+ Network

Open to all members of the LGBTQ+ community and spectrum (and their allies), we promote equality, celebrate inclusivity and diversity, and encourage everyone to be themselves - whatever their sexual or gender identity.

The Family & Carers Network

This group represents the different types of families that exist. We act as a support network and sounding board for ideas which help our colleagues as parents or carers. We also run an interactive blog, where you can write your own posts or hear about others' experiences.

The Culture and Heritage Network

Celebrating all faiths, cultures and ethnicities, this group promotes racial and religious equality. We create space to discuss, challenge and take action. And we mark key calendar moments - like Black History Month - to remember the past, promote the present and build for the future.

The Menopause Network

Here, our colleagues can share their concerns, as well as interesting facts and articles. Our aim is to help everyone feel comfortable talking openly about the menopause - providing a listening ear and finding positives in the experience.

Forces Community Network

A community of colleagues who are affiliated with the Armed Forces in various ways. We work to support colleagues readjusting to civilian life, to be there for those who have friends or family members in the forces, and to make M&S attractive to those leaving the forces.

The Gender Equality Network

This group is focused on helping to create a workplace where gender-related challenges are addressed. They raise awareness of common barriers faced and offer support. They also challenge the business to act and empower individuals to ensure that everyone has equal access to opportunities.

How to Apply

Here’s what to expect at each stage of the application process. This can change depending on the role you’ve applied to. If you need any reasonable adjustments made at any stage, let us know and we can help.

Fill in our short application form and hit submit.

We’ll invite you to take part in an online assessment. This could be before or after your interview.

We’ll invite you to an in-person assessment centre or an interview. This process may differ depending on the role you’ve applied to.

After we’ve decided, we’ll be in touch. If you’ve been successful, we’ll officially invite you to join the team and let you know the next steps.

6011657907262024

Date: 08/27/2024

WFM Capacity Planning & Business Analyst

Dartmouth, Nova Scotia, Canada

Etobicoke, Ontario, Canada

Description

ADP is hiring a WFM Capacity Planning & Business Analyst

Are you looking to grow your career in an agile, dynamic environment with plenty of opportunities to progress?
Do you want to continuously learn through ongoing training, development, and mentorship opportunities?
Are you looking to be yourself in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights?

Well, this may be the role for you. Ready to make your mark?

In this role, you will…

As a WFM Capacity Planning & Business Analyst, you will develop and maintain an enterprise-wide long- and short-term planning model to support business operations.

To thrive in this role, you must be comfortable working in a metrics-driven environment. You are eager to learn and adapt well to change. You have a way with clients that builds rapport, establishes trust, and shines with professionalism. Over the phone and in writing, your communication style is clear and easy for our clients to understand and take action on. As a result, your client satisfaction scores make you proud. Pace should not scare you. We also have a healthy dose of fun. Not only can you find a career here, but friendships that last in a company that values inclusion.

A little about ADP: We are a global leader in human resources technology, offering the latest AI and machine learning-enhanced payroll, tax, human resources, benefits, and much more. We believe our people make all the difference in cultivating an inclusive, down-to-earth culture that welcomes ideas, encourages innovation, and values belonging. We serve over 1 million clients in 140 countries with over 63,000 associates worldwide. Thanks to the talent, commitment, and authenticity of our ADP associates around the world, we’ve earned accolades from some of the industry’s most respected thinkers for being one of the best places to work. To name a few, we have been recognized as a Greater Toronto’s Top Employer 2024 by Mediacorp Canada and a Best Workplace for Innovators by Fast Company. Learn more about diversity, equity, and inclusion at ADP on our YouTube channel: http://adp.careers/DEI_Videos

Ready to #MakeYourMark? Apply now!

To learn more about careers in Client Service at ADP , visit: https://jobs.adp.com/locations/canada/teams-roles/client-service/

What you’ll do: Responsibilities

What you can expect on a typical day:

Develop long-term and short-term demand and capacity forecast models to support business operations.
Review historical key metrics and trends to improve forecasting capabilities and refine the planning model.
Coordinate with various teams to analyze business requirements, planning, and operational forecasts.
Assist in the development of business plans to achieve organizational goals.
Provide long-term forecasts to support the Workforce Management (WFM) scheduling process.
Coordinate and manage Business Operational Review meetings with key stakeholders to provide long-term planning insights.
Prepare monthly Business Operations Review packages for senior management review.
Provide monthly performance reviews and actuals-to-forecast variance analysis.
Lead the annual planning, and quarterly and monthly forecasting processes to support business operations.

TO SUCCEED IN THIS ROLE: Requirements

Bachelor’s degree in business administration or equivalent education and work experience required.
5 to 7 years of experience in operational forecasting, financial modeling, business analytics, and/or workforce capacity planning.
Ability to work under pressure with tight deadlines and work independently.
Highly proficient in Excel and PowerPoint, with experience in other programming languages.
Strong communication skills when interacting with various levels of management.
Excellent organizational, problem-solving, detail-oriented, time management, and multi-tasking skills.
Strong analytical and critical thinking skills, with the ability to understand data, draw insights, and determine actionable conclusions.
Excellent written and verbal communication skills, including the ability to present data and information in a compelling way.

*Quebec candidates: While French is required for Quebec-based roles, use of the English language is also required due to the global nature of the business and the need to interact with ADP’s headquarters and international sites.

Bonus points for these: Preferred Qualifications

Technical knowledge of the Genesys Suite (WFM, ACDs, IVR) is an asset.
Experience with SQL, Python, PowerBI, or Tableau is an asset.
Knowledge of payroll products, the payroll industry, and/or the financial services industry is an asset.

YOU'LL LOVE WORKING HERE BECAUSE YOU CAN:

Focus on your mental health and well-being. We take care of one another and offer support for your well-being… because healthy associates are happy ones.
Join a company committed to giving back and generating a lasting, positive impact upon the communities in which we work and live.
Knowledge to help you grow. Ongoing training and development opportunities and a tuition reimbursement program, for even the most insatiable learner.
Innovate. Problem-solve. Shape the future of work with people you like.
Balance work and personal time. Flexibility to integrate work more easily in your everyday life .
Go Global. With operations around the world, exciting new networking opportunities abound.
Belong by joining one of ten Business Resource Groups to connect globally with networks and allies who share common interests and experiences.

What are you waiting for? Apply today!

Jobs.adp.ca

Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP: ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP’s operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.

Ethics at ADP: ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click https://jobs.adp.com/life-at-adp/ to learn more about ADP’s culture and our full set of values.

Similar Jobs

Analyste en planification de la capacité et gestion des effectifs (wfm).

Montreal, Le Québec, Canada + 2 other locations

We are a global leader in human resources technology, offering the latest AI and machine learning-enhanced payroll, tax, human resources, benefits, and much more. We believe our people make all the difference in cultivating an inclusive, down-to-earth culture that welcomes ideas, encourages innovation, and values belonging. Learn more about diversity, equity, and inclusion on our ADPCareers YouTube channel .

Because this is the place. The place where you come to challenge yourself, share generously, take risks, and create change. Where you can grow your career with an established, respected, global leader, and feel really good about it.

Inclusion and Diversity

At ADP, we believe the best ideas thrive in an inclusive environment that values diverse perspectives. That’s why we made it the cornerstone of our one-of-a-kind culture.

a group of people in red shirts standing around a table with boxes

Corporate Social Responsibility

Whether it’s a volunteer day to work in one of the local communities, or contributing to a charity you’re passionate about, we make it easier to give back.

a group of diverse people posing for a photo

There is no such thing as just another day at the office. Far from it. We believe in collaboration, meaning and friendships. Making an impact, shaping the future together, and putting the “people” into “Always Designing for People.

two women standing in front of a white board

Ready to join #ADPLife?

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Planner II - Parks and Recreation Facilities Design and Construction Management. Virginia Beach Parks and Recreation Virginia Beach, Virginia NEW! NEW! Park Maintenance Worker I-II ... Job Saved Save Job. Recreation Programs Manager. City of Dania Beach. APPLY NOW Application. First Name. Last Name. Email address. Captcha / Bot check: Copy from ...
Customer Assistant
Work PatternMon: 15:00 - 19:00Tues: 15:00 - 19:00Weds: 15:00 - 19:00Fri: 14:00 - 19:00Sat: 14:00 - 19:00 All interviews must take place face to face in the Hiring Store.Purpose To deliver a great shopping experience for our customers, we are looking for colleagues who put customers before tasks every time whilst championing and promoting our brilliant products. As the face of the business, you ...
WFM Capacity Planning & Business Analyst
ADP is hiring a WFM Capacity Planning & Business Analyst Are you looking to grow your career in an agile, dynamic environment with plenty of opportunities to progress? Do you want to continuously learn through ongoing training, development, and mentorship opportunities? Are you looking to be yourself in a culture that values equity, inclusion, and belonging and creates a safe space for ...

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Strategic Planner Job Description [Updated for 2024]

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Planner: Job Description, Salary, and Skills for 2024

1. Develop Project Plans

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3. Team Management

4. Risk Management

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