Transactional Planning

A to Z of
Creativity Techniques
Trigger Method
Transactional Planning is a structural means of solving a clients’ (‘sponsors’) problem through a consultant (‘planner’). A sequence of stages between ‘sponsor’ and ‘planner’ is followed:
  • Formulation sponsor formulates requirements and planner interprets the problems
  • Conceptualisation sponsor suggests ideas and the planner endeavours to construct a model
  • Detailing planner employs model and formulates initial plan. Sponsor analyses the plan.
  • Evaluation planner and sponsor discuss costs and benefits, reaching agreement on both perspectives