The third function in the planning department is. Planning and Economic Department

Planning and economic departments (hereinafter PEO) are created to effective organization economics of organizations and enterprises. Although often the work of such departments is not clearly regulated. How should they be organized, what structure should they have and what functions should they perform?

Introduction

In any textbook on economics, it is said that the PEO is engaged in collecting economic indicators of the detail of the company, analyzing them and drawing up development plans based on the conclusions obtained during the analysis.

If we are talking about small business, then this function can be performed by the head of the company (or individual entrepreneur), as the scale of activity grows, these powers can be transferred to another person or even a group of people. The larger the organization, the more people in it are responsible for economic planning. For the convenience of work, these people are united in PEO.

PEO structure

PEO has a standard structure. This department is headed by a person who reports directly to the financial manager, director of advertising and promotion, or even to CEO. Everything depends on the whole.

There are two types structural organization PEO:

1. An organization in which the workplaces of the PEO employees are located within the department.
2. An organization in which some of the employees work outside the department (they collect information about the work of the company), and some work inside (they analyze the information received and draw up plans).

The last type of organization is typical for manufacturing companies.

The advantage of the first type of organization is that the work of such a structural unit of the company is easy to control. The disadvantage is that the information is not always received by the PEO staff in a timely manner.

If you use the first option for organizing the planning and economic department and its functions, then the following functions should be assigned to its employees:

• receiving primary data from financial sources And structural divisions;
• creation of planning methods, as well as management reporting;
• direct creation of management reporting;
• control and analysis of the work of the company as a whole.

The second method of PEO organization is used no less frequently. In this case, the employees of the department should be entrusted with the following functions:

• control over the implementation of the developed plans;
• control over the implementation of the budget of a particular unit;
• analysis of the performance of a particular unit.

It is important that PEO employees working outside their unit are provided with everything necessary for further analysis and making plans regarding the economics of organizations and enterprises.

PEO employees may report directly to the head of the department, and the head of any production unit. In the first case, subordination is called functional, in the second - administrative. This is what dual submission looks like.

The following functions should be assigned to the economist of the planning and economic department:

1. Development of methodologies for areas of activity (both in the entire company and in individual divisions of the organization).
2. Development of basic directories containing performance indicators of the company's divisions.
3. Development of company management policy.
4. Development of planning and reporting forms.
5. Development of methods for analyzing and evaluating the effectiveness of the company.

The advantages of this type of organization of the planning and economic department and its functions are that all the necessary information goes to the analysts of the unit without delay. The disadvantage is the weak control over the work of economists who work outside the department, as well as the fact of double subordination of employees.

This way of organizing work can significantly increase the staff of the PEO to an unjustified size.

An example of the PEO structure at various enterprises

If we are talking about medium-sized companies, then most often the PEO in them has following structure: the head of the department is the head, and three PEO specialists are subordinate to him.

If we are talking about a large enterprise, then the structure of the planning and economic department on it is as follows: the department is headed by the head of the PEO, the deputy PEO is subordinate to him, to whom both the chief economist of the department and the leading economist of the department are directly subordinate. Reporting to the Chief Economist are two PEO Economists.

Tasks of the IEE

The tasks of this division of the company include the preparation of the following documents and applications:

• company development plans and forecasts;
• reporting documentation of various nature (one-time and regular);
• necessary references and analytical explanations;
• economic calculations;
• investment projects as well as business plans.

PEO also has certain functions that should be clearly indicated in the regulatory documentation of the company.

PEO functions

The functions of the PEO are as follows:

• analysis of the effectiveness of the company;
• preparation of forecasts regarding the results of the company's work;
• grade financial condition organizations;
• drawing up standards for production processes;
• control of the formation and changes in the cost of production;
• control of the formation of prices for products;
• drawing up management reports;
• participation in the formation of departmental budgets.

All PEO functions are interconnected with the business processes taking place in the company. The following describes the relationship between these concepts.

Relationship between PEO function and business processes in the company

The main business processes taking place in the company are:

• sales;
• production;
• purchases;
• research and experimental developments.

For each of the stages of the company's work, the PEO has its own task.

When working with sales of products, PEO carries out sales planning, control and further analysis. In the production of products, the tasks of PEO are similar.

When the production process is in the procurement phase necessary resources, PEO is also involved in procurement planning, control and analysis of acquired values ​​and funds. The situation is the same with research and experimental development.

Planning, control and analysis are the three responsibilities of an economist in an enterprise when working with basic business processes. Why do this? To further optimize the same processes.

Business processes are also auxiliary. They are:

• production technologies;
• the quality of the products;
• engineering;
• capital construction of facilities;
• logistics.

What are the tasks of PEO in this case? The same: planning, control and analysis. In the first case, work is being done on the technology for the production of pilot developments, in the second - on certification, licensing and metrology, in the third - on maintenance of equipment and energy supply, in the fourth - on the construction of buildings, in the fifth - on transportation costs.

The service business processes of the organization are distinguished, which include:

• work with personnel;
• marketing;
• financial management;
• legal service;
• general administration.

In this case, the duties of the economist at the enterprise do not change.

Regulation of the work of PEO

Some companies create PEO, but do not care at all about the regulation of the work of this structural unit. There is no regulation on the planning and economic department.

If the organization does not regulate the work of the PEO in any way, it is urgent to prepare a document that will solve this shortcoming. This document will form the basis for job descriptions employees working in the POE, which will solve the problems described at the beginning of the article.

The standard regulatory document of the planning and economic department and its functions contains the following items:

1. General provisions.
2. Department structure.
3. The main tasks of the department.
4. department functions.
5. The rights.
6. Work with other structures of the enterprise.
7. Responsibility.
8. Criteria for evaluating the activities of the department.

The structure of the document regulating the work of the IEE

The "General Provisions" section contains general information about this unit. It is indicated:

• the purpose of creating a department in accordance with the economic policy of the enterprise;
• basic terms;
• a person appointed by the head;
• documents that this department guided in the performance of their duties.

The section "Structure of the department" contains information on the structure of the PEO and its quantitative composition.

The section "Main tasks of the department" describes the key tasks of the IEE, as well as the lists of reports and plans that its employees must submit to management for consideration.

Main tasks of PEO

The main tasks of the planning and economic department, which should be indicated in the regulatory document, include:

1. Work on economic planning, rationalization of economic activity.
2. Development of a company development strategy in order to promptly adapt business activities to constantly changing market conditions.
3. Conducting a comprehensive economic analysis of financial and economic activity enterprises.
4. Statistical accounting of all indicators of the functioning of the company.
5. Technical and economic planning of activities of other departments of the company.

Main functions of PEO

The main functions of the PEO, which are usually indicated in the regulatory documentation, include:

1. Economic planning of the company's work, aimed at the rationalization of economic activity.
2. Preparation of draft plans for the activities of other departments of the company. The preparation also includes the substantiation of the conclusion of certain contracts, supported by calculations.
3. Drawing up plans for the production, financial and commercial activities of the company for different periods (short, medium and long term).
4. Informing departments of the company about current plans.
5. Conducting a comprehensive analysis of the company's activities in all areas.
6. Monitoring the implementation of current plans by departments, as well as timely reporting.
7. Creation of rational accounting documentation, which slightly increases the bureaucratic burden on employees.

This is far from full list the main functions that the planning and economic department is obliged to perform.

PEO rights

The specialist of the planning and economic department, within the framework of his job description, has the right to:

• request from authorized representatives of other divisions of the company the data necessary to control and analyze their activities;
• create expert working groups whose task is the economic planning of the organization's work;
• within its competence, participate in business negotiations with representatives of other firms and organizations, sign contracts;
• organize the analysis of new programs and scientific projects of the company in terms of their effectiveness and expediency of development;
• make proposals on issues that fall within the competence of the IEE in the form of projects.

Interaction, responsibility, evaluation

In the regulatory documentation governing the work of the PEO, sections are often indicated in which the interaction of the PEO with other structures of the organization is prescribed; responsibility for all actions committed by employees of the department; evaluation of the activities of the PEO.

In the section “Working with other structures of the enterprise”, only an introduction is made according to the template: “In the course of its activity, the department interacts with the following structural divisions (these divisions are listed below)”. When transferring, everything depends on how broad powers are planned to be given to PEO employees.

In the section "Responsibility" it is indicated that the head of the IEE takes full responsibility for the work of the department; the degree of responsibility of employees is established in accordance with their job descriptions; all employees and the head of the PEO are personally responsible for the documents drawn up by them and the operations carried out in accordance with the legislation of the Russian Federation.

In the section "Criteria for evaluating the activities of the department" two criteria are prescribed:

1. Timely and high-quality implementation of tasks.
2. High-quality performance of immediate duties.

You can specify other evaluation criteria.

This completes the drafting of the regulatory document. Naturally, it must be drawn up in accordance with the rules for the design of such papers: all data must be signed and stamped, and also dated.

PEO operation control

• supervisor financial services firms (in big company);
• CFO (in a small or medium-sized company);
• chief economist (in production).

Control over the activities of the PEO is carried out for the following purposes:

1. Operational execution of one-time tasks.
2. Compliance with reporting and document flow, in accordance with the internal regulations of the company.
3. Ensuring the reliability of the provided calculations and reporting documentation.
4. Analysis of the work in order to identify the effectiveness of the functioning of the PEO.

Conclusion

Every textbook on economics says that PEO is a really necessary structural unit of a company. Without it, the efficiency of many enterprises and organizations is significantly reduced. Although not in all companies the activities of PEOs are set up correctly.

Somewhere the functions of the department are not clearly defined, somewhere the tasks of employees. In some firms, there is a difficult situation with the subordination of PEO employees. Although planning in a market economy is the most important process.

To fix the problem, it is necessary that the head of the firm clearly understands the answers to the following questions:

1. What is PEO?
2. What is its structure?
3. Does this company need it or can one person perform its functions?

If a decision has been unequivocally made to create a PEO, then it is worth immediately proceeding to the execution of regulatory documentation, where, in addition to the general provisions, the following will be spelled out:

• department structure;
• rights and functions;
• responsibility;
• work with other structures of the company.

Indeed, if the work of this unit is clearly established, then its specialists are able to optimize everything without harm to the activity. production processes. Translated into the language of money, this means that having an efficient PEO allows you to spend less resources and earn more.

Regulations on the planning and economic department

1. 1. General provisions of the planning and economic department

1.1. The planning and economic department is an independent structural subdivision of the enterprise.

1.2. The department is created and liquidated by the order of the director of the enterprise.

1.3. The department reports directly to the commercial director.

1.4. Management of the planning and economic department:

1.4.1. The department is headed by the head of the planning and economic department, appointed to the position by order of the director of the enterprise.

1.4.2 The head of the planning and economic department has ____ deputy (s).

1.4.3 The duties of the deputy (s) are determined (distributed) by the head of the planning and economic department.

1.4.4. Deputy(s) and heads of structural divisions as part of the planning and economic department, other employees of the department are appointed to positions and dismissed by order of the director of the enterprise on the proposal of the head of the planning and economic department.

1. 2. Structure of the planning and economic department

2.1. The composition and staffing of the planning and economic department is approved by the director of the enterprise based on the conditions and characteristics of the enterprise's activities on the proposal of the head of the planning and economic department and in agreement with

2.2. The department includes

2.3. The head of the planning and economic department distributes duties among the employees of the department and approves their job descriptions.

1. 3. Tasks and functions of the planning and economic department

1. 4. Regulatory documents

4.1 External documents:

Legislative and normative acts.

4.2 Internal documents:

Civil defense standards, the Charter of the enterprise, Regulations on the division, Job description, Internal labor regulations.

5. The relationship of the planning and economic department with other departments

To perform the functions and exercise the rights provided for by this regulation, the planning and economic department interacts:

1. Rights of the planning and economic department

The planning and economic department has the right to:

6.1 To give instructions to the structural divisions of the enterprise on the methodology of economic calculations, accounting and planning, which are mandatory divisions.

6.2. Require and receive from all structural divisions of the enterprise the information necessary to perform the tasks assigned to the department.

6.3. Independently conduct correspondence on issues of economic planning and statistical reporting, as well as on other issues that are within the competence of the department and do not require agreement with the head of the enterprise.

6.4. Represent in the prescribed manner on behalf of the enterprise on issues within the competence of the department, in relations with state and municipal authorities, as well as other enterprises, organizations, institutions.

6.6. Check the correctness and validity of estimates, calculations, other accounting and reporting documentation compiled by the structural divisions of the enterprise.

6.7. Make proposals to the management of the enterprise on bringing the officials of the enterprise to material and disciplinary liability based on the results of inspections.

6.8. Conduct meetings and participate in meetings held at the enterprise on issues of production and economic activities of the enterprise.

6.9. Involve, in accordance with the established procedure, specialists from the structural divisions of the enterprise, experts from third-party organizations to participate in the consideration and performance of work on issues within the competence of the department in accordance with this regulation.

6.10. Draft orders, regulations, instructions and other documents affecting issues of economic work, management structures and staff are subject to mandatory approval by the planning and economic department.

1. 7. Responsibility of the planning and economic department

7.1. Responsibility for the proper and timely performance of the functions of the department listed in these Regulations lies with the head of the planning and economic department.

7.2. The head of the planning and economic department is personally responsible for:

7.2.1. Organization of the activities of the department to fulfill the tasks and functions assigned to the department.

7.2.2. Organization in the department of operational and high-quality preparation and execution of documents, record keeping in accordance with applicable rules and instructions, as well as the use of information by department employees strictly for official purposes.

7.2.3. Timeliness and quality of execution of documents and orders of the enterprise management.

7.2.4. Creation of conditions for the production activities of the employees of the department.

7.2.5. Compliance with employees of the department of labor and production discipline.

7.2.6. Ensuring the safety of property located in the department, and compliance with fire safety rules.

7.3. The responsibility of the employees of the planning and economic department is established by their job descriptions.

1. Final provisions

8.1. If a discrepancy is found in any item of the provision real state affairs in the planning and economic department, the head of the department, employee or other person must contact

________________________________________________________________________________________________________________

with an application for amendments and additions to the regulation. (The application form is presented in Appendix 1).

8.2. The submitted proposal is considered by the division specified in clause 8.1. of this provision within one month from the date of filing the application.

Based on the results of the review, a decision is made:

Accept the change or addition,

Send for revision (indicating the deadline for revision and the contractor),

Refuse to accept the proposed proposal (in this case, the applicant is sent a reasoned refusal in writing).

8.3. Amendments and additions to the regulation are approved

_________________________________________________________________________________________________________________

on submission

_________________________________________________________________________________________________________________

APPROVE
CEO
PJSC "Company"
____________ P.P. Petrov

"___"___________ G.

Position
about planning and economic department

1. General Provisions

1.2 The department reports directly to the director of economics of the enterprise.

1.3 The department is headed by the head of the planning and economic department (hereinafter referred to as the head of the department), who is appointed to the position by order of the general director of the enterprise on the proposal of the director for economics.

In its activities, the department is guided by:

1.4.1 Charter of the enterprise.
1.4.2 by these Regulations.
1.4.3 Instructional, methodological and other normative materials on the issues of planning the production, economic and financial and economic activities of the enterprise, the norms and rules established at the enterprise.
1.4.3 Decrees and orders of the Government of the Russian Federation.
1.4.4 Orders, instructions and orders of the General Director and the Director for Economics of the enterprise.
1.4.5 The policy of the enterprise in the field of quality.
1.4.6 Documentation of the quality management system of the enterprise.

2 Goals

2.1 Organization and systematic improvement of planning and economic work at the enterprise, ensuring the development and control over the implementation of long-term current plans based on the maximum mobilization of reserves for production growth.

2.2 Economic planning aimed at the efficient use of all types of resources in the process of production and sale of products (works, services).

2.3 Organization and improvement of labor planning, forms and systems of remuneration, material incentives, taking into account the achievements of science, technology and best practices in order to increase production efficiency.

2.4 Monitoring compliance with labor laws, resolutions, orders and other regulations of higher organizations on the organization of labor and wages.

2.5 Reducing production costs and increasing its profitability through the widespread introduction of new equipment, advanced technology.

2.6 Improving the concept of planning costs for the implementation of the enterprise, investment programs.

3 Internal structure

3.1 The structure and staffing of the department is approved by the general director of the enterprise.

3.2 The distribution of duties between the employees of the department is carried out by the head of the department.

3.3 Employees of the planning and economic department are accepted and dismissed by order of the general director of the enterprise on the proposal of the head of the department.

3.4 In their activities, employees are guided by:

3.4.1 Instructional, methodological and other regulatory materials on the planning of the production, economic and financial and economic activities of the enterprise, the norms and rules established at the enterprise.

3.4.2 Decrees and orders of the Government of the Russian Federation.

3.4.3 Orders, instructions and orders of the General Director and the Director for Economics of the enterprise.

3.4.4 The company's quality policy, documentation of the company's quality management system.

4 Functions and tasks

To fulfill the assigned tasks, the Planning and Economic Department
performs the following functions:

4.1. In the field of labor regulation:

4.1.1. Development and implementation of labor cost standards in all stages of production, ensuring the widespread use of technically sound production standards and service standards for workers, specialists and employees.

4.1.2. Analysis of the quality of the applied norms and standards. Development together with workshops and other services calendar plans revision of production standards and monitoring their implementation.

4.1.3. Leading the work on revising the norms of time and service and replacing them with new, more progressive ones.

4.1.4. Carrying out the unification of the applicable standards, the development and implementation of measures for the introduction of unified, standard and consolidated norms time.

4.1.5. Implementation of control over the correct application of approved norms and prices.

4.1.6. Conducting an analysis of the implementation of existing production standards by workshops, sections, professions of workers, studying the reasons for non-fulfillment of production standards by individual workers, developing proposals to eliminate these reasons, monitoring the implementation of measures to ensure the development of standards.

4.1.7. Provision of departments of the enterprise with normative materials on labor.

4.1.8. Conducting seminars, lectures and discussions on the organization of labor and wages for workers, specialists and employees of the enterprise.

4.1.9. Participation in the development of tasks to reduce the labor intensity of products (together with technical services).

4.2. In the field of labor organization:

4.2.1. Organization and conduct of a systematic study of the use of working time by all categories of employees of the enterprise through the use of photographs of the working day, chronometric observations and other methods of studying working time.

4.2.2. Identification and analysis of the causes of loss of working time, development of proposals for improving the use of working time and monitoring their implementation.

4.2.3. Study and preparation, together with other departments and workshops, of proposals for the most rational arrangement work force and monitoring their implementation.

4.2.4. Development, together with the relevant departments and services, of proposals for improving production management; changes in the structure of enterprise divisions aimed at a possible reduction in the number and reduction in the cost of the administrative apparatus, increasing the level of its use; control over observance of regular discipline.

4.2.5. Participation in the development of rational work modes, shift schedules for teams, sections, workshops and monitoring their implementation.

4.2.6. Participation together with other divisions of the enterprise and trade union organization in the study and dissemination of best practices in the organization of labor (self-supporting teams, combination of professions, multi-machine service, etc.).

4.2.7. Participation in the development of organizational and technical measures aimed at increasing labor productivity and reducing the labor intensity of products.

4.2.8. Participation, together with the personnel department and other divisions of the enterprise, in the analysis of the causes of staff turnover and the development of measures to consolidate them.

4.2.9. Monitoring compliance with the current labor legislation and internal regulations at the enterprise.

4.2.10 Preparation, together with the trade union organization and the relevant departments of the enterprise, of draft collective agreements and the organization of verification of their implementation.

4.3 In the field of payroll organization:

4.3.1 Study of the effectiveness of the application of existing wage systems, development of measures to improve the organization of wages for all categories of employees of the enterprise.

4.3.2 Development, in relation to the specific conditions of the enterprise, provisions on bonus payments to employees, monitoring the correctness of their application.

4.3.3 Implementation of control and analysis of the spending of the wage fund, the correctness of the ratio in the levels of wages of employees, compliance with staff discipline.

4.3.4 Preparation and approval in accordance with the established procedure of the List of professions of workers for whom, with time wages, the tariff rates of pieceworkers are applied, as well as individual workers who are set monthly salaries in return tariff rates.

4.3.5 Control over the correct application of tariff rates, salaries, allowances, surcharges and coefficients to wages, the correct billing of work and the establishment of categories for workers.

4.3.6 Development of the staffing of divisions and reflection of changes in the organizational and managerial structure of the enterprise in the staffing of divisions.

4.3.7 Control over the correctness of establishing the names of professions and positions in accordance with All-Russian classifier professions of workers, positions of employees and wage categories.

4.3.8 Conducting an analysis of the organization and structure of wages for the divisions of the enterprise, certain categories and professions of workers.

4.4. In the field of labor and payroll planning:

4.4.1. Development of proposals for improving the planning of labor indicators for sections, workshops and the enterprise as a whole in the direction of a more complete use of working time, the correct and economical use of wage funds and a reduction in labor costs for manufacturing products.

4.4.2. Development together with technological services and approval in accordance with the established procedure for structural divisions of tasks to reduce labor intensity and reduce the number of employees through the introduction of organizational and technical measures.

4.4.3. Conducting an analysis of the causes of deviations from the projected indicators of labor costs.

4.4.4. Development of draft plans for labor and bringing the approved plans to the shops.

4.4.5. Implementation of control over the expenditure of the wage fund in the shops, departments and services of the enterprise; taking measures to eliminate the identified shortcomings.

4.5. In the field of conditions and regimes of work and rest:

4.5.1. Participation, together with the personnel department and the department of labor protection and industrial safety, in the preparation and approval in the prescribed manner of the List of works and professions of workers paid at increased tariff rates due to severe and harmful conditions work, especially difficult and especially harmful working conditions.

4.5.2. Participation, together with the personnel department and the department of labor protection and industrial safety, in the preparation and approval in accordance with the current legislation of the list of shops, professions and positions with harmful working conditions, work in which gives the right to additional leave and shortened working hours.

4.5.3. Monitoring compliance in production, workshops, teams of resolutions, orders and other materials on issues of additional payments for working conditions.

4.5.4. Development of a production calendar and participation in the implementation of optimal work and rest regimes, rational organization labor, etc.

4.6. In the field of planning:

4.6.1. Organization and general leadership development of projects for long-term and current plans of enterprises in accordance with the target figures:

- preparation of proposals for approval by the management of the enterprise on the procedure, terms and participants (departments, services, workshops) for the development of draft plans;
- distribution of the production program between the shops and services of the enterprise;
- consideration of justifications and calculations of draft plans for enterprise divisions;
- ensuring the consistency and mutual linking of the plans of the shops and services of the enterprise;
- drafting plans for the enterprise as a whole.

4.6.2. Planning the production and economic activities of shops and services based on the approved plan of the enterprise, bringing annual and quarterly tasks to shops and services according to the established list of indicators.

4.6.3. Making appropriate adjustments to the plans of the enterprise and individual divisions in the event of a change in the production and economic situation.

4.7. In the field of organizing planning and economic work:

4.7.1 Preparation necessary materials to consider draft plans, the results of the work of the enterprise and workshops at a permanent production meeting and meetings of the technical and economic council of the enterprise.

4.7.2 Organization of work on rationing and pricing at the enterprise:

- systematization of standard costs for the manufacture of products; preparation of normative calculations, control over the introduction of all current changes into them;
– participation in the development of progressive planned technical and economic norms and standards and bringing them to the shops, departments and services of the enterprise;
- development, together with other services of the enterprise, of projects of discount prices and tariffs and their submission for approval;
— development and submission for approval of internal factory prices;
– development of price tags used in planning and accounting;

4.7.3 Organization of the development of measures for the efficient use of production capacities of fixed and working capital, material and labor resources, for the use of all production reserves.

4.7.4 Organization of the development of measures for the implementation and overfulfillment of the established targets.

4.8. In the field of analysis and operational-statistical accounting:

4.8.1. Control over the fulfillment by the shops and services of the enterprise of annual, quarterly, monthly, plans and tasks.

4.8.2. Organization and management of work on a comprehensive, economic analysis of the production and economic activities of the enterprise.

4.8.3. Compilation with accounting explanatory note to annual report, participation in the balance commission based on the results of the enterprise.

4.8.4. Preparation of documents for the monthly balance commission.

4.8.5. Presentation of the necessary generalizing materials and references based on the results of the analysis of the production and economic activities of the enterprise.

4.8.6. Control over the correctness of the calculations of the economic efficiency of the introduction of new equipment, rationalization proposals and other organizational and technical measures carried out by the relevant services and workshops of the enterprise, aimed at increasing production efficiency, reliability and product quality, developing specialization and cooperation, mechanizing engineering and managerial work.

4.8.7. Organization of statistical reporting of the enterprise:

— collection of necessary materials, generalization, preparation and submission of statistical reporting within the time limits and in accordance with the forms established by the State Statistics Committee of the Russian Federation;
— control over the quality of all statistical reporting at the enterprise;
— systematization of statistical materials and compilation of certificates on statistical reporting.

4.9. In the field of methodological work.

4.9.1 Methodological guidance, development of forms and documentation, procedure and timing of work on:

— technical and economic planning;
- operational and production planning (together with the production and dispatch services of the enterprise);
- intra-factory economic accounting (together with the main accounting department);
- accounting and analysis of the results of production and economic activities (together with the main accounting department);
— economic efficiency calculations;
- classification of enterprise costs;
- statistical reporting.

4.9.2 Study and dissemination of best practices in planning and economic work, operational accounting and analysis of the economic activity of shops and services of the enterprise.

4.9.3 Together with the technical education and training department organizes economic training in order to improve the skills of employees of all economic services of the enterprise.

5 Rights
Planning and Economic Department

has the right to:

5.1. Require and receive from the subdivisions the materials necessary for the work of the department (reports on established forms, certificates, etc.) necessary for the implementation of work that is within the competence of the planning and economic department.

5.2. Give the heads of structural divisions of the enterprise binding instructions on issues within the competence of the department.

5.3. Independently conduct correspondence on issues that are within the competence of the department and do not require the decision of the director for economics of the enterprise.

5.4. To involve in the development of the plan and individual assignments other departments according to their affiliation and economists of shops and services.

5.5. Check and confirm estimates, calculations of economic efficiency, cost estimates compiled by other departments and workshops of the enterprise.

5.6. Represent in the prescribed manner on behalf of the enterprise on issues within the competence of the department, in relations with state and municipal authorities, as well as other enterprises, organizations, institutions, including trade unions, social funds and employment services.

5.7. Give mandatory instructions for workshops and departments on the methods of in-plant planning, economic analysis and determination economic effect enterprise events and rationalization proposals.

5.8. Require and receive reports from departments and workshops on the progress of implementation of plans for production, labor and profitability.

5.9. Suspend the orders and instructions of the heads of workshops, departments and services that are contrary to the law, instructions and regulations on labor and wages, bringing this to the attention of the management of the enterprise for taking appropriate measures.

5.10. To analyze the activities and control the workload of specialists and employees of production, workshops, departments.

5.11. Involve, in accordance with the established procedure, employees of departments for the preparation of draft documents on labor and wages, as well as for the development and implementation of activities carried out by the department in accordance with the duties and functions assigned to it.

5.12. Provide departments, services and workshops, as well as individual employees with the necessary explanations on the issues of labor rationing and organization of wages.

5.13. Make proposals to the management of the enterprise on encouraging employees for active work to improve the organization of labor, technical regulation and wages.

5.14. Submit overlay proposals disciplinary actions, as well as about attracting liability employees of the enterprise for violations in the regulation of labor and the expenditure of the wage fund.

5.15. Represent the company in higher, trade union and other organizations on the organization of labor and wages.

5.16. Approval of documents on the establishment of salaries, tariff rates, payment of bonuses, wage increments, hiring and transferring employees to another job, etc.

6 Relationships with other departments

6.1 With the design and technology departments on:

- obtaining: norms for the cost of materials, estimates for the development of new industries, tasks to reduce losses from non-compliance, a waste plan, the costs of those re-equipment.

6.2 With the energy department, the design and technology departments, the capital construction, mechanical department for obtaining: data on consumed electricity, data on the costs of mechanical, electrical, plumbing repairs, estimates for the repair of buildings, structures, equipment, costs for major repairs and construction of buildings.

6.3 With accounting on issues:
– obtaining basic forms financial statements (№1, 2).

6.4 With the finance department on:
- income plan.

6.5 With the sales department on:
- receipt: production plan for the main and other products, data on shipment and product balances for the month.

6.6 With the quality management department on:
— providing documentation of the enterprise's quality management system;
— providing: draft documents and other documentation within the framework of the QMS.

6.7 With the shipping department on the issue:
– obtaining: data on the production of products in kind
and value terms, as well as other products;
- a certificate on the implementation of the production plan for calculating the bonus to production.

6.8 With economists of auxiliary production shops on the following issues:
- obtaining: reports on cost, on the use of basic materials, data on work in progress, explanations on cost:
- obtaining: cost standards of other shops (wholesale prices of shops), standards of material costs;
- providing wholesale prices and amounts for services.

6.9 With the design and technology departments on the issue of providing: data for calculating the economic efficiency of measures for the modernization and technical re-equipment of the enterprise.

6.10 With an engineer for the organization and rationing of labor on the issue of obtaining wage standards for manufactured products, labor intensity of products.

6.11 The department interacts with all divisions of the enterprise on the following issues:
- providing: methodological instructions: classification of enterprise costs; costing of the main products; determination of the economic efficiency of the use of new technology, inventions and rationalization proposals; calculation of the cost of services of auxiliary production; the procedure for compiling and analyzing the implementation of the consolidated balance sheet of the enterprise.
- providing instructions: on the timing of the report on the cost; on the procedure for conducting a balance commission to sum up the results of the implementation of the technical and industrial financial plan.

7 Responsibilities of the unit head

7.1 Responsibility for the proper and timely performance by the department of the functions provided for in this regulation lies with the head of the department.

7.2 The head of the planning and economic department is personally responsible for:

7.2.1 Organization of the activities of the department to fulfill the tasks and functions assigned to the department.

7.2.2 Organization in the department of prompt and high-quality preparation and execution of documents, record keeping in accordance with applicable rules and instructions.

7.2.3 Observance by employees of the department of labor and production discipline.

7.2.4 Ensuring the safety of property located in the department and compliance with fire safety rules.

7.2.5 Selection, placement and activities of department employees.

7.2.6 Compliance with the current legislation of the draft orders, instructions, regulations, endorsed (signed) by him,
decrees and other documents.

7.2.7 The responsibility of the employees of the department is established by job descriptions.

8 Conclusion

8.1 This Regulation has been drawn up in accordance with:

8.1.1 model provision about the planning and economic department.

8.1.2 The organizational structure operating at the enterprise;

8.1.3 staffing planning and economic department;

8.2 The director for economics of the enterprise, the head of the department has the right to make proposals for changing it to these Regulations.

8.3 The date of approval of the Regulations by the General Director of the enterprise shall be considered as the date of entry into force of this Regulation.

Director for Economics M.M. Mikhailov

Head of Personnel Department I.I. Ivanov

Head of Quality Management Department V.V. Vasiliev

Head of the Legal Department S.S. Sergeev

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The functions of the planning and economic department (PEO) at the enterprise are often diverse, blurred, and not clearly regulated. We will tell you what this department should do, what is its structure and give a sample regulation on PEO, which can be downloaded.

What is PEO

Deciphering the PEO means "Planning and Economic Department." This is a structural subdivision of the enterprise, which is engaged in the collection of economic indicators of the company, their analysis and development economic plans. One way or another, planned economic activity exists in any commercial enterprise. If it is a micro business, the owner is in charge of such planning. As the company grows, a separate employee dealing with these issues may appear in the structure. In general, than larger enterprise, topics large quantity staff is recruited for the position of economists, who eventually form the planning and economic department.

Structure of the planning department

PEO has a classic organizational structure. At the head is a leader who reports to the financial director, marketing director or general director. It depends on the functional duties top managers.

There are two options for the organizational structure of the department:

• organization of jobs for economists within the department;
• organization of jobs for some economists inside, and some outside the department (as a rule, this is typical for manufacturing companies).

The advantage of the first option is the ease of monitoring the work of the planning and economic department. The disadvantage is the untimely provision of information from structural divisions. With such an organizational structure, the following functions can be assigned to economists:

• obtaining primary information from the centers of financial responsibility, structural divisions;
• development of a methodology for the formation of plans, management reports;
• formation of management reports;
• control and analysis of the results of the company's activities.

With the introduction of the second version of the organizational structure, part of the employees of the planning and economic service will be located directly on production facilities. At the same time, their functions can be as follows:

• control over the execution of plans and budgets of a specific center of financial responsibility, structural unit;
• analysis of its effectiveness.

Economists from production sites must provide all working information to the central department of the planning and economic department, where data is consolidated for the whole company, in the context of businesses, lines of activity.

In this case, planners working at production facilities can have dual subordination:

• administrative - to the head of the process;
• functional - to the head of the planning and economic department.

In the second version of the organizational structure, the following functions should be assigned to the employees of the central department of the planning and economic department:

• development of a methodology for the whole company, in the context of businesses, activities;
• development of the main reference books of indicators;
• development of an accounting policy for management accounting, planning and reporting forms for the company as a whole;
• development of a methodology for assessing and analyzing the company's activities in the context of businesses, areas of activity.

The advantage of this form of organizational structure is the provision of timely provision of analytical information. The disadvantage is the lack of proper control over the work of economists in the field, especially in a situation of dual subordination, as well as an overstaffed staff of the department. .

Examples of PEO structure

Picture 1. Organizational structure of the planning and economic department for medium-sized companies
Figure 2. Organizational structure of the planning and economic department at a large enterprise




Tasks and functions of the department


Everything that this department does can be divided into the following groups:

• plans, forecasts;
• reports (regular, one-time);
• references;
• analytical notes;
• economic calculations;
• investment projects;
• business plans ().

Despite the scope of activities, the specifics of different companies, the following main functions of the planning and economic department can be distinguished:

• economic analysis of the company's activities;
• forecasting performance results;
• ;
• regulation of production processes;
• control of the formation and dynamics of the cost of goods, products;
• pricing control;
• ;
• participation in budgeting.

Table 1. The relationship of business processes and functions of the planning and economic department in a manufacturing company

Company business processes	Functions of the planning and economic department
Main
Research and Development	Planning, control and analysis of research and development, procurement, other intangible assets
	Planning, control and analysis of sales
Production	Planning, control and analysis of production processes
	Planning, control and analysis of purchases of inventory items, fixed assets
Auxiliary
Technology	Rationing, control and analysis of the production technology of research and development
Quality	Planning, control and analysis of certification, licensing, metrology
Engineering	Planning, control and analysis of preventive maintenance of equipment, energy supply
capital construction	Planning, control and analysis of maintenance and construction of buildings and structures
Transport (logistics)	Planning, control and analysis of transport costs
	Development of limits for fuels and lubricants
Serving
Staff	Planning, control and analysis of the wage fund, personnel management costs
Marketing	Planning, control and analysis of marketing expenses
	Planning, control and analysis of banking, consulting expenses, including for audits
Legal support	Planning, control and analysis of expenses for legal support activities
General administration	Planning, control and analysis of administration costs

How to regulate the activities of the planning and economic department

If the work of the planning and economic department is not regulated in the company, it is necessary to create a document that will regulate its activities. This may be a regulation or regulation on the planning and economic department. This document will also serve as the basis for writing job descriptions for its employees. It is important to describe in it the basic rules for the work of planners. Its typical sections may be as follows:

• general provisions;
• key tasks;
• the rights;
• duties;
• responsibility;
• interaction with other departments.

An example of a description of the structure of this document can be found in Table 2.

table 2. An example of a description of the structure of the regulation on the planning and economic department

Section name