Job description of the head of the planning and economic department. Head of the planning department. Job description Head of Economic Planning Department

The head of the planning and economic department is a responsible position that requires a certain level of qualifications, knowledge and skills. The essence and content of this profession are reflected in the job description. The document defines the rights, duties and responsibilities of such an employee.

General Provisions

Job description the head of the planning and economic department is based on the following general provisions:

The position belongs to the category of executives (senior management).
The applicant for the position must have higher education in the field of economics (or engineering and economic specialty).
The applicant for the position must have work experience related to planning in the field of economics, at least 5 years (or another period established by the potential employer).
The appointment and removal of an employee from office is made director general enterprises.
During the absence (vacation, business trip, sick leave) of the head of the planning and economic department, the deputy (or other designated person) performs his duties and bears full responsibility as provided for in the instructions.

What is the employee guided by

Head of the planning and economic department in his practical activities must be guided by a number of documents. Namely:

legislative, regulatory, local actsrelated to financial and economic activities;
organizational and administrative documents of the management directly related to the work of the department;
internal rules work schedule;
legislation in the field of labor protection;
sanitary standards and occupational safety;
instructions, instructions and decisions of the company's management;
job description.

Working conditions

The job description of the head of the planning and economic department determined the employee. Here are the main points:

The work schedule is determined by the internal labor regulations adopted and established in the organization.
If there is a business need, the employee can go on business trips.
For the prompt solution of work issues, an employee can be provided with service transport.
The type of employment is full time.
The quantity wages determined personnel policy leadership, quality of performance job responsibilities, the results achieved, the qualifications and experience of the employee.

What a specialist should know

The head of the planning and economic department must have certain knowledge. Namely:

normative legal acts regarding financial and economic and economic and production activities;
methodological materials on the economy of the enterprise;
enterprise development strategy;
perspectives further development industry;
specific features organizational structure enterprises;
current state and development trends of the sales market;
organization of the development of production plans economic activity;
the procedure for drawing up business plans;
economic standards and calculation of performance indicators of the enterprise;
organization of statistical accounting and workflow;
technique economic analysis the enterprise as a whole and its subdivisions separately;
the procedure for determining the cost;
determination method economic efficiency the work of the enterprise;
development of standards;
activities to improve production process;
domestic and foreign experience in rationalization economic activity enterprises;
economics of labor and management;
production technology;
means of communication and computing;
labor legislation;
internal work schedule;
labor protection standards.

Professional skill level

The professional skills of the head of the planning and economic department of the enterprise depend on the quality of education and work experience. The levels are described in the table.

Professional skill level	Description
No work experience in this position	Higher economic or engineering and economic education; Confident knowledge of the 1C program; Ability to analyze the results of economic activity; Knowledge of methods of economic analysis; Knowledge of the basics of accounting and tax accounting; Experience in the field of economic planning at least two years
With minimal experience in this position	Knowledge of management accounting; Experience in the field of enterprise budgeting; Work experience as a leading economist or head of the planning and economic department at least one year
With experience in this position	Skills in the development of financial regulations and their implementation in the practical activities of the enterprise; Experience in drawing up detailed business plans; Experience in small organizations with a narrow specialization; Work experience in this position for at least three years
With impressive experience in this position	Skills in building financial models and introducing them into the practical activities of the enterprise; Work experience in large organizations with an extensive network and complex organizational structure; Skills in the field of automation of the planning and economic department; Preferred knowledge foreign languages for free communication and business correspondence; Additional education in the business sphere (trainings, courses, seminars, and so on); Work experience in this position for at least five years

Duties

The instructions indicate the duties of the head of the planning and economic department. Namely:

management of work on drawing up economic plans;
leading the preparation of plans for the types of activities by the divisions of the enterprise;
participation in the development of the organization's strategy and its adaptation to external changing conditions;
management of the preparation of long-term and medium-term financial and production and commercial plans;
communicating plans and orders of management to subordinates;
organization of the development of technical and economic standards;
ensuring the drawing up of opinions on projects of wholesale prices;
management of economic analysis by type of activity;
management of the development of measures and methods of effective spending capital investments;
organization of control over the implementation of planned tasks by organizational units;
preparation of promising proposals for the development of the enterprise;
development of methodological foundations of accounting and analysis, as well as technical and economic planning;
participation in the development of unified documents.

What the employee provides

The head of the planning and economic department must provide a number of work parameters. Namely:

high-quality and timely execution of the tasks of the unit;
discipline in the ranks of subordinates;
safety of accounting documents;
non-disclosure of commercial secrets (including personal data of the management and employees of the enterprise);
security fire safety and proper working conditions for department employees.

Rights

The job description of the head of the planning and economic department clearly states the employee's rights:

act on behalf of the department and represent its interests in interaction with other departments of the enterprise;
establish a list of responsibilities of subordinates;
put forward proposals for improving production and financial activities organizations;
request and receive information from structural divisions;
put forward ideas about the appointment, transfer, promotion, prosecution or dismissal of employees;
take part in the development of draft orders, contracts and instructions;
interact with heads of other departments;
involve specialists from other departments in the development of financial, production and commercial plans;
endorse and sign plans, reports and other documents;
correspond with structural units and third parties.

Service relationship

In the process of work, the head of the planning and economic department interacts with representatives of other divisions of the enterprise. These relationships are described in the table.

Subject	Interaction
Design and Technology Center	Consumption rates of materials; Reduction of losses from non-compliance with norms and plans; Technical re-equipment costs
The Department capital construction	Electricity consumption data; Repairs cost data; Capital Construction Cost Data
Accounting department	Data on prices for raw materials and supplies; Unsold stocks of goods; Leftovers finished productsnot shipped from the warehouse; Services provided for the main and related activities; Information about the balance sheets of departments; Information about the workshop cost
Financial department	Information about the products shipped; Planned and actual information about rental income; Invoices; Operational information on the amount of products sold
Sales department	Obtaining information about the production plan for the main and related types of products; Data on the balance of finished products for the last month
Department of Management Technologies	Office notesreflecting the inconsistency of the documentation with the system adopted at the enterprise; Provision of draft documents related to the work of the department
Economists of the main and auxiliary production	Receiving reports and explanations on the cost of production; Information about the use of raw materials and materials; Work-in-progress reporting
Engineer for organization and work rate setting	Salary standards; Data on the labor intensity of product release

A responsibility

In the instructions (official) of the head of the planning and economic department, the scope of the employee's responsibility is indicated. Namely:

for non-performance or dictated by instructions and labor legislation;
for offenses committed in the process professional activity;
for causing material damage to the enterprise;
for poor quality or untimely execution of instructions and orders of higher management;
for unlawful for personal purposes;
for providing false information about the results of the work of the entrusted department;
for failure to take measures to identify violations of labor safety.

Employee performance evaluation

An employee's performance is assessed as follows:

The main assessment criterion is the completeness and timeliness of the duties of the head of the planning and economic department.
The immediate supervisor evaluates the results and progress of work on a daily basis, directly in the process of activity.
Periodic inspection (at least once every two years) is carried out by the certification commission on the basis of the reporting documentation.

APPROVED:

[Job title]

_______________________________

[Name of company]

_______________________________

_______________________/[FULL NAME.]/

"______" _______________ 20___

JOB DESCRIPTION

Head of the planning and economic department

1. General Provisions

1.1. This job description defines and regulates the powers, functional and job responsibilities, rights and responsibilities of the head of the planning and economic department [Name of the organization in the genitive case] (hereinafter - the Company).

1.2. The head of the economic planning department is appointed and dismissed in accordance with the procedure established by the current labor legislation by order of the head of the Company.

1.3. The head of the planning and economic department belongs to the category of managers and subordinates to [the names of the positions of subordinates in the dative case].

1.4. The head of the planning and economic department reports directly to the [name of the position of the immediate manager in the dative] of the Company.

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

the work of the department, the timely and high-quality performance of tasks for the intended purpose;
performing and labor discipline subordinates;
safety of documents (information) containing information components trade secret organizations (enterprises), other confidential information, including personal data of employees of the organization (enterprise);
security safe environment labor, maintenance of order, compliance with fire safety rules in the premises of the department.

1.6. A person who has a higher professional (technical or engineering and economic) education and work experience in operational management of production in engineering and technology may be appointed to the position of the head of the planning and economic department. leadership positions at least 5 years.

1.7. In practice, the head of the planning and economic department should be guided by:

legislation, regulatory legal acts, as well as local acts and organizational and administrative documents of an organization (enterprise) that regulate the financial and economic work and the activities of the financial service and department;
internal labor regulations;
occupational health and safety regulations, industrial sanitation and fire protection;
instructions, orders, decisions and instructions of the deputy director for financial and economic work;
this job description.

1.8. The head of the planning and economic department should know:

legislative and regulatory legal acts, methodological materials on production planning and operational management of production;
enterprise development prospects;
production capacity of the enterprise and its production base;
specialization of divisions of the enterprise and production relations between them;
range of products, types of work (services) performed;
basics of production technology;
organization of production planning at the enterprise;
development procedure production programs and calendar charts release of products;
organization of operational accounting of the course of production;
organization of storage facilities, transport and loading and unloading operations at the enterprise;
facilities computing technology, communications and communications;
economy, organization of production, labor and management;
fundamentals of labor legislation;
rules and regulations of labor protection.

1.9. During the temporary absence of the head of the planning and economic department, his duties are assigned to [the name of the position of the deputy].

2. Job responsibilities

The head of the planning and economic department is obliged to perform the following labor functions:

2.1. Supervises the work on operational regulation, using computer technology, communications and communications, the course of production, ensuring the rhythmic release of products in accordance with the production plan and supply contracts.

2.2. Manages the development of production programs and production schedules for the enterprise and its divisions, their adjustment during the planning period, the development and implementation of standards for operational production planning.

2.3. Organizes operational control over the course of production, over the provision of production technical documentation, equipment, tools, materials, components, transport, handling facilities, etc., as well as for the implementation of preparation for the production of new types of products.

2.4. Provides daily operational accounting of the progress of production, the fulfillment of daily tasks for the release of finished products in terms of the number and range of products, control over the status and completeness of work in progress, compliance with the established standards of backlog in warehouses and workplaces, and the rationality vehicle and timeliness of loading and unloading operations.

2.5. Coordinates the work of divisions of the enterprise, takes measures to ensure the rhythm of execution calendar plans production, prevention and elimination of violations of the production process.

2.6. Provides timely registration, accounting and regulation of the execution of orders for cooperation and interdepartmental services.

2.7. Monitors the fulfillment of mutual requirements and claims of the enterprise divisions, analyzes the results of their activities for the previous planning period in order to identify opportunities for a more complete and even load of capacities, equipment and production areas, reducing the production cycle of products.

2.8. Carries out work to identify and master technical innovations, scientific discoveries and inventions, best practices that contribute to the improvement of technology, organization of production and growth of labor productivity.

2.9. Supervises the work of production warehouses, ensures the participation of the department in the inventory of work in progress.

2.10. Organizes the development of measures to improve operational planning, current accounting of production and mechanization of the dispatch service, implementation modern means computing, communications and communications.

2.11. Provides methodological guidance for the work of production and dispatching divisions of the enterprise, supervises the employees of the department.

If necessary, the head of the planning and economic department may be involved in the performance of his official duties overtime, by decision of the head of the Company, in the manner prescribed by the labor legislation.

3. Rights

The head of the planning and economic department has the right:

3.1. To give subordinate employees and services assignments, assignments on a range of issues included in his functional duties.

3.2. Control the execution of production tasks, the timely execution of individual orders and tasks by the services subordinate to him.

3.3. Request and receive necessary materials and documents related to the activities of the head of the planning and economic department, subordinate services and divisions.

3.4. To interact with other enterprises, organizations and institutions on production and other issues related to the competence of the head of the planning and economic department.

3.5. Sign and endorse documents within their competence.

3.6. Submit for consideration by the head of the Company ideas on the appointment, relocation and dismissal of employees of subordinate units; proposals to encourage them or to impose penalties on them.

3.7. Enjoy other rights established Labor Code RF and other legislative acts of the RF.

4. Responsibility and performance evaluation

4.1. The head of the planning and economic department bears administrative, disciplinary and material (and in some cases provided for by the legislation of the Russian Federation - and criminal) responsibility for:

4.1.1. Failure or improper performance service instructions of the immediate supervisor.

4.1.2. Failure to perform or improper performance of his labor functions and tasks assigned to him.

4.1.3. Misuse provided official powers, as well as their use for personal purposes.

4.1.4. Inaccurate information about the status of the work assigned to him.

4.1.5. Failure to take measures to suppress identified violations of safety regulations, fire safety and other rules that pose a threat to the activities of the enterprise and its employees.

4.1.6. Failure to enforce labor discipline.

4.1.7. Offenses committed in the course of their activities are within the limits determined by the current administrative, criminal and civil legislation of the Russian Federation.

4.1.8. Causing material damage and / or losses to the company or third parties associated with action or inaction during the performance of official duties.

4.2. Evaluation of the work of the head of the planning and economic department is carried out:

4.2.1. Immediate supervisor - regularly, in the process of the employee's daily performance of his labor functions.

4.2.2. Attestation Commission enterprises - periodically, but at least once every two years on the basis of documented results of work for the evaluation period.

4.3. The main criterion for evaluating the work of the head of the planning and economic department is the quality, completeness and timeliness of his performance of the tasks provided for by this instruction.

5. Working conditions

5.1. The mode of work of the head of the planning and economic department is determined in accordance with the internal labor regulations established at the enterprise.

5.2. Due to production needs, the head of the planning and economic department can go on business trips (including local ones).

5.3. To resolve operational issues to ensure the production activities of the department, the head of the planning and economic department may be assigned service vehicles.

6. Authority to sign

6.1. The head of the planning and economic department, in order to ensure his activities, is given the right to sign organizational and administrative documents on issues that are part of his functional duties.

Acquainted with the instructions ___________ / ____________ / "____" _______ 20__

Single qualification handbook positions of managers, specialists and other employees (TSA), 2019
Qualification handbook of positions of managers, specialists and other employees
Sections " Industry-wide qualification characteristics of the positions of workers employed in enterprises, institutions and organizations"And" Qualification characteristics positions of workers employed in research institutions, design, technological, design and survey organizations", Approved by the Decree of the Ministry of Labor of the Russian Federation of 08.21.1998 N 37
(as amended on 05/15/2013)

Head of the Planning and Economic Department

Job responsibilities. Supervises the work on economic planning at the enterprise, aimed at organizing rational economic activities in accordance with the needs of the market and the possibilities of obtaining necessary resources, identification and use of production reserves in order to achieve the highest efficiency of the enterprise. Leads the preparation of draft current plans by the company's divisions for all types of activities in accordance with orders of consumers of products, works (services) and concluded contracts, as well as justifications and calculations for them. Participates in the development of the company's strategy in order to adapt its economic activities and management system to the changing external and internal economic conditions in the market. Supervises the preparation of mid-term and long-term comprehensive plans for production, financial and commercial activities (business plans) of the enterprise, coordinates and mutually links all their sections. Provides communication planned targets to business units. Organizes the development of progressive planned technical and economic standards for material and labor costs, projects of wholesale and retail prices for the company's products, tariffs for work (services), taking into account supply and demand and in order to ensure the planned amount of profit, drawing up standard cost estimates of products and monitoring the entry into them current changes in planned and estimated prices for the main types of raw materials, materials and semi-finished products used in production, estimated cost estimates commercial products... Provides preparation of opinions on projects of wholesale prices for products supplied to the enterprise. Manages the implementation of a comprehensive economic analysis of all types of enterprise activities and the development of measures for the effective use of capital investments, material, labor and financial resources, increasing the competitiveness of manufactured products, labor productivity, reducing production costs and selling products, increasing the profitability of production, increasing profits, eliminating losses and overhead. It organizes control over the implementation of planned targets by the divisions of the enterprise, as well as statistical accounting for all production and technical and economic indicators of the enterprise, preparation of periodic reports on time, systematization of statistical materials. Prepares proposals on specific areas of market research in order to determine the prospects for the development of the enterprise, coordinates research aimed at improving the efficiency of its production and economic activities. Together with the accounting department, it provides methodological guidance and organization of work on accounting and analysis of the results of production and economic activities, the development of rational accounting documentation. Provides the development of methodological materials on the technical and economic planning of the activities of the divisions of the enterprise, the calculation of the economic efficiency of the introduction of new equipment and technology, organizational and technical measures aimed at increasing the competitiveness of products, works (services). Organizes the development of unified planning documentation, economic standards, the introduction of means of mechanized and automated processing of planned and accounting information. Supervises the employees of the department.

Must know: legislative and regulatory legal acts governing production and economic and financial and economic activities; methodological materials related to the economy of the enterprise; strategy and development prospects of the enterprise; industry development prospects; profile, specialization and features of the structure of the enterprise; state and development prospects of the sales market for products, works (services); organization of development of long-term and current plans of production and economic activities of the enterprise; the procedure for developing business plans; system of economic standards and indicators of the enterprise; organization of statistical accounting, planning and accounting documentation, terms and procedure for drawing up reports; methods of economic analysis of indicators of production and economic activity of the enterprise and its divisions; the procedure for determining the cost of marketable products, developing standards for material and labor costs, wholesale and retail prices; methods for determining the economic efficiency of the introduction of new equipment and technology, measures to increase the competitiveness of products, improve the organization of labor and management; domestic and foreign experience in the rational organization of the economic activity of an enterprise in a market economy; economics and organization of production, labor and management; basics of production technology; computer facilities, communications and communications; fundamentals of labor legislation; rules and regulations of labor protection.

Qualification requirements. Higher professional (economic or engineering and economic) education and work experience in the specialty in the field of economic planning for at least 5 years.

Download job description
head of the planning and economic department (.doc, 90KB)

I. General provisions

The head of the planning and economic department belongs to the category of managers.
A person who has a higher professional (economic or engineering and economic) education and work experience in the specialty in the field of economic planning for at least 5 years is appointed to the position of the head of the planning and economic department.
Appointment to the position of the head of the planning and economic department and release from it is made by order of the director of the enterprise on the proposal
The head of the planning and economic department should know:
1. 4.1. Legislative and normative legal acts governing production and economic and financial and economic activities.
2. 4.2. Methodological materials concerning the economy of the enterprise.
3. 4.3. Enterprise strategy and development prospects.
4. 4.4. Industry development prospects.
5. 4.5. Profile, specialization and features of the structure of the enterprise.
6. 4.6. State and development prospects of the sales market for products, works (services).
7. 4.7. Organization of development of long-term and current plans for production and economic activities of the enterprise.
8. 4.8. The procedure for developing business plans.
9. 4.9. The system of economic standards and indicators of the enterprise.
10. 4.10. Organization of statistical accounting, planning and accounting documentation, terms and procedure for drawing up reports.
11. 4.11. Methods of economic analysis of indicators of production and economic activities of the enterprise and its divisions.
12. 4.12. The procedure for determining the cost of marketable products, developing standards for material and labor costs, wholesale and retail prices.
13. 4.13. Methods for determining the economic efficiency of the introduction of new equipment and technology, measures to increase the competitiveness of products, improve the organization of labor and management.
14. 4.14. Domestic and foreign experience in the rational organization of the economic activity of an enterprise in a market economy.
15. 4.15. Economics and organization of production, labor and management.
16. 4.16. Basics of production technology.
17. 4.18. Computer facilities, communications and communications.
18. 4.19. Fundamentals of Labor Law.
19. 4.20. Internal labor regulations.
20. 4.21. Labor protection rules and regulations.
The head of the planning and economic department in his activities is guided by:
1. 5.1. Regulations on the planning and economic department of the enterprise.
2. 5.2. This job description.
During the absence of the head of the planning and economic department (business trip, vacation, illness, etc.), his duties are performed by a deputy (in the absence of such, a person appointed in accordance with the established procedure), who acquires the relevant rights and is responsible for the proper performance of the duties assigned to him.

II. Job responsibilities

Head of the Planning and Economic Department:

Manages the work on economic planning at the enterprise, aimed at organizing rational economic activities in accordance with the needs of the market and the possibilities of obtaining the necessary resources, identifying and using production reserves in order to achieve the highest efficiency of the enterprise.
Leads the preparation of draft current plans by the company's divisions for all types of activities in accordance with orders of consumers of products, works (services) and concluded contracts, as well as justifications and calculations for them.
Participates in the development of the company's strategy in order to adapt its economic activities and management system to the changing external and internal economic conditions in the market.
Supervises the preparation of mid-term and long-term comprehensive plans for production, financial and commercial activities (business plans) of the enterprise, coordinates and mutually links all their sections.
Provides delivery of planned targets to the divisions of the enterprise.
Organizes the development of progressive planned technical and economic standards for material and labor costs, projects of wholesale and retail prices for the company's products, tariffs for work (services), taking into account supply and demand and in order to ensure the planned amount of profit, drawing up standard cost estimates of products and monitoring them the current changes in the planned and estimated prices for the main types of raw materials, materials and semi-finished products used in production, the estimated cost of marketable products.
Provides preparation of opinions on projects of wholesale prices for products supplied to the enterprise.
Provides guidance:
1. 8.1. Conducting a comprehensive economic analysis of all types of enterprise activities.
2. 8.2. Development of measures for the effective use of capital investments, increasing the competitiveness of manufactured products, labor productivity, reducing the costs of production and sales of products, increasing the profitability of production, increasing profits, eliminating losses and non-productive costs.
It organizes control over the implementation of planned targets by the divisions of the enterprise, as well as statistical accounting for all production and technical and economic indicators of the enterprise, preparation of periodic reports on time, systematization of statistical materials.
Prepares proposals on specific areas of market research in order to determine the prospects for the development of the enterprise, coordinates research aimed at improving the efficiency of its production and economic activities.
Together with the accounting department, it provides methodological guidance and organization of work on accounting and analysis of the results of production and economic activities, the development of rational accounting documentation.
Provides the development of methodological materials on the technical and economic planning of the activities of the divisions of the enterprise, the calculation of the economic efficiency of the introduction of new equipment and technology, organizational and technical measures aimed at increasing the competitiveness of products, works (services).
Organizes development unified documentation, economic standards, introduction of means of mechanized and automated processing of planned and accounting information.

III. Rights