Guidelines and checklists for preparing the planning report

W. W. Happ California State University, Sacramento

Abstract

Guidelines and corresponding checklists aim towards providing criteria for preparing and evaluating planning documents. The criteria proposed are intended to assess the standards of quality acceptable to technical editors, authors, managers and customers. Detailed guidelines supported by over one hundred checklist items form the starting point for a procedure which rapidly and consistently identifies where planning reports do not meet minimum requirements. Hundreds of reports, primarily planning studies of interdisciplinary projects, such as airports, power generation and distribution plants, medical care facilities and socio-economic systems have validated the procedure. Guidelines and checklists are provided for: (1) Validation of Requirements, (2) Utilization of Resources, (3) Documentation of the Planning Process, and (4) Appraisal of Achievements and Workmanship Standards.

Journal
IEEE Transactions on Professional Communication
Published
1973-12-01
DOI
10.1109/tpc.1973.6594033
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