General Planning VS Potential Planning

When to use Potential Planning on Yoplanning.pro?

Potential Planning plays a crucial role in the strategic and flexible planning of your activities. It is useful in several scenarios, particularly when uncertainty surrounds the completion of an activity. Here are concrete situations for which the potential schedule is ideally designed:

1. Uncertainty about whether an activity will take place: If you have doubts about whether an activity will actually be carried out on a given date, the potential schedule is your tool of choice. For example, if you offer several activities on the same day but are not sure which one will take place based on demand.

2. Flexible resource management: When you have limited resources (staff and equipment) and several possible activity options, potential planning allows you to plan for different scenarios without affecting your daily organization. This maximizes resource usage efficiency while waiting for sessions to be confirmed.

3. Sales and reservations optimization: Use the potential schedule to list all the activities you want to offer. As soon as an activity is sold or reserved, it is automatically transferred to the general schedule, ensuring that resources are correctly allocated.

How does Potential Planning facilitate the management of activities?

• Automation of activity management: Once an activity listed in the potential schedule is sold, it automatically moves to the general schedule and becomes the priority activity. This simplifies the decision-making process regarding resource allocation.

• Invalidation of unselected sessions: Activities not sold or which can no longer be carried out due to the selection of another session are automatically invalidated in the potential schedule. This avoids unnecessarily blocking resources that could be allocated elsewhere.

Best Practices for using Potential Planning

• Foresight and Flexibility: Plan with room to maneuver by using the potential schedule to anticipate different possible scenarios. This allows you to remain flexible and responsive to your customers' requests and confirmations.

• Clarity and Organization: Maintain a clear distinction between confirmed activities in your general schedule and potential options. This helps you have an organized and precise vision of your commitments and your availability.

• Update and Review: Regularly review your potential schedule based on changes in demand, confirmed reservations, and changes in the availability of your resources. Proactive updating will help you maximize the use of your resources and improve customer satisfaction.

By integrating potential planning into your planning process on Yoplanning.pro, you adopt a strategic approach that optimizes the use of your resources while maximizing your sales opportunities. This reinforces the efficiency and responsiveness of your management of supervised activities.