Head of the planning and economic department of a budgetary institution. Job description of the head of the planning and economic department (PEO). Skill level

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head of planning and economic department
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I. General provisions

  1. The head of the planning and economic department belongs to the category of managers.
  2. A person who has a higher professional (economic or engineering and economic) education and work experience in the specialty in the region is appointed to the position of head of the planning and economic department. economic planning at least 5 years.
  3. Appointment to the position of the head of the planning and economic department and dismissal from it is carried out by order of the director of the enterprise upon submission
  4. The head of the planning and economic department should know:
    1. 4.1. Legislative and normative legal acts regulating production and economic and financial and economic activities.
    2. 4.2. Methodical materials concerning the economy of the enterprise.
    3. 4.3. Strategy and prospects for the development of the enterprise.
    4. 4.4. Prospects for the development of the industry.
    5. 4.5. Profile, specialization and features of the structure of the enterprise.
    6. 4.6. Status and development prospects of the sales market for products, works (services).
    7. 4.7. Organization of the development of long-term and current plans for production economic activity enterprises.
    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 reporting.
    11. 4.11. Methods economic analysis indicators of production and economic activity of the enterprise and its divisions.
    12. 4.12. The procedure for determining the cost marketable products, development of standards for material and labor costs, wholesale and retail prices.
    13. 4.13. Methods of determination economic efficiency implementation new technology and technology, measures to increase the competitiveness of products, improve the organization of labor and management.
    14. 4.14. Patriotic and Foreign experience rational organization economic activity enterprises under market economy.
    15. 4.15. Economics and organization of production, labor and management.
    16. 4.16. Fundamentals of production technology.
    17. 4.18. Means of computer technology, communications and communications.
    18. 4.19. Fundamentals of labor legislation.
    19. 4.20. Rules of the internal work schedule.
    20. 4.21. Rules and norms of labor protection.
  5. 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.
  6. During the absence of the head of the planning and economic department (business trip, vacation, illness, etc.), his duties are performed by the deputy (in the absence of such, the person appointed in in due course), which acquires the relevant rights and is responsible for the proper performance of the duties assigned to it.

II. Job Responsibilities

Head of planning and economic department:

  1. Manages the work of economic planning at the enterprise, aimed at organizing rational economic activity 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 greatest efficiency of the enterprise.
  2. Leads the preparation of draft current plans by the divisions of the enterprise for all types of activities in accordance with the orders of consumers of products, works (services) and concluded contracts, as well as justifications and calculations for them.
  3. Participates in the development of the company's strategy in order to adapt its economic activities and management system to changing external and internal market conditions economic conditions.
  4. Manages the preparation of medium and long-term integrated plans for production, financial and commercial activities(business plans) of the enterprise, coordinates and mutually links all their sections.
  5. Provides bringing planned targets to the departments of the enterprise.
  6. 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 works (services), taking into account supply and demand and in order to ensure the planned amount of profit, compiling standard calculations of products and monitoring the introduction of they are current changes in planned and estimated prices for the main types of raw materials, materials and semi-finished products used in production, cost estimates for marketable products.
  7. Provides preparation of conclusions on projects of wholesale prices for products supplied to the enterprise.
  8. Provides leadership:
    1. 8.1. Conducting a comprehensive economic analysis of all types of enterprise activities.
    2. 8.2. Development of activities for efficient use capital investments, increasing the competitiveness of products, labor productivity, reducing production and sales costs, increasing the profitability of production, increasing profits, eliminating losses and unproductive expenses.
  9. Organizes control over the implementation of planned tasks by the enterprise's divisions, as well as statistical accounting for all production and technical and economic indicators of the enterprise's work, preparation of periodic reports in deadlines, systematization of statistical materials.
  10. 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.
  11. 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 a rational accounting documentation.
  12. Provides the development of methodological materials for technical and economic planning of the activities of enterprise divisions, 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).
  13. Organizes the development of unified documentation, economic standards, the introduction of mechanized and automated processing of planned and accounting information.

III. Rights

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

  1. Act on behalf of the department, represent the interests of the enterprise in relations with other structural divisions of the enterprise and other organizations on production, economic and financial and economic issues.
  2. Install job responsibilities for his subordinates.
  3. Submit proposals to improve the production and economic and financial and economic activities of the enterprise for consideration by the management.
  4. Request the necessary information from the structural divisions of the enterprise.
  5. Submit for consideration by the director of the enterprise:
    1. 5.1. Representations on the appointment, transfer and dismissal of employees of the planning and economic department.
    2. 5.2. Offers:
      • on the encouragement of distinguished employees;
      • bringing to material and disciplinary responsibility violators of industrial and labor discipline.
  6. Participate in the preparation of draft orders, instructions, instructions, as well as estimates, contracts and other documents related to the activities of the planning and economic department.
  7. Interact with the heads of all structural divisions on the issues of production and economic and financial and economic activities of the enterprise.
  8. Involve specialists of structural subdivisions of the enterprise to participate in the development of plans for the production, financial and commercial activities of the enterprise.
  9. Approve and sign documents related to the production and economic and financial and economic activities of the enterprise (plans, reports, etc.).
  10. Independently conduct correspondence with the structural divisions of the enterprise, as well as other organizations on issues within the competence of the department and not requiring the decision of the director of the enterprise.

IV. Responsibility

  1. Boss financial department is responsible:
    1. 1.1. For improper performance or non-performance of their official duties provided for by this job description - within the limits determined by the current labor law Russian Federation.
    2. 1.2. For offenses committed in the course of carrying out their activities - within the limits determined by the current administrative, criminal and civil legislation of the Russian Federation.
    3. 1.3. For causing material damage - within the limits determined by the current labor and civil legislation of the Russian Federation.
  2. The head of the planning and economic department is also personally responsible for:
    1. 2.1. Untimely and poor-quality execution of documents on behalf of the director of the enterprise, improper record keeping in accordance with current rules and instructions, as well as the use of information by employees of the department for non-official purposes.

We bring to your attention typical example job description of the head of the planning and economic department, sample 2019. Job description head of planning and economic department should include the following sections: general position, official duties of the head of the planning and economic department, rights of the head of the planning and economic department, responsibility of the head of the planning and economic department.

The following items should be reflected in the job description of the head of the planning and economic department:

Job responsibilities of the head of the planning and economic department

1) Job Responsibilities. Manages the work of economic planning at the enterprise, aimed at organizing rational economic activity 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 greatest efficiency of the enterprise. Leads the preparation of draft current plans by the divisions of the enterprise for all types of activities in accordance with the 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 activity and management system to changing external and internal economic conditions in market conditions. Manages the preparation of medium-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 bringing planned targets to the departments 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 works (services), taking into account supply and demand and in order to ensure the planned amount of profit, compiling standard calculations of products and monitoring the introduction of they are current changes in planned and estimated prices for the main types of raw materials, materials and semi-finished products used in production, cost estimates for marketable products. Provides preparation of conclusions on projects of wholesale prices for products supplied to the enterprise. Manages 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 products, labor productivity, reducing production and sales costs, increasing production profitability, increasing profits, eliminating losses and unproductive expenses. Organizes control over the implementation of planned tasks by the enterprise's divisions, as well as statistical accounting for all production and technical and economic indicators of the enterprise's work, preparation of periodic reports on time, systematization of statistical materials.

The head of the planning and economic department should know

2) The head of the planning and economic department, in the performance of his duties, must know: legislative and regulatory legal acts regulating production and economic and financial and economic activities; teaching materials relating to the economics of the enterprise; strategy and prospects for the development of the enterprise; prospects for the development of the industry; profile, specialization and features of the structure of the enterprise; state and development prospects of the sales market for products, works (services); organizing the development of long-term and current plans for the production and economic activities of the enterprise; 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 reporting; methods of economic analysis of indicators of production and economic activity of the enterprise and its divisions; the procedure for determining the cost of commercial products, the development of standards for material and labor costs, wholesale and retail prices; methods for determining the economic efficiency of introducing 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; means of computer technology, communications and communications; fundamentals of labor legislation; labor protection rules and regulations.

Qualification requirements for the head of the planning and economic department

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

1. General Provisions

1. The head of the planning and economic department belongs to the category of managers.

2. A person who has a higher professional (economic or engineering and economic) education and at least 5 years of work experience in the specialty in the field of economic planning is accepted for the position of head of the planning and economic department.

3. The head of the planning and economic department is hired and dismissed by the director of the organization.

4. The head of the planning and economic department must know:

  • legislative and regulatory legal acts regulating production and economic and financial and economic activities;
  • methodological materials relating to the economics of the enterprise;
  • strategy and prospects for the development of the enterprise;
  • prospects for the development of the industry;
  • profile, specialization and features of the structure of the enterprise;
  • state and development prospects of the sales market for products, works (services);
  • organizing the development of long-term and current plans for the production and economic activities of the enterprise;
  • 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 reporting;
  • methods of economic analysis of indicators of production and economic activity of the enterprise and its divisions;
  • the procedure for determining the cost of commercial products, the development of standards for material and labor costs, wholesale and retail prices;
  • methods for determining the economic efficiency of introducing 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;
  • means of computer technology, communications and communications;
  • fundamentals of labor legislation;
  • internal labor regulations;
  • rules and norms of labor protection, safety measures, industrial sanitation and fire protection.

5. In his activities, the head of the planning and economic department is guided by:

6. The head of the planning and economic department reports directly to the director of the organization.

7. During the absence of the head of the planning and economic department (business trip, vacation, illness, etc.), his duties are performed by a person appointed by the director of the organization in the prescribed manner, who acquires the appropriate rights, duties and is responsible for the performance of the duties assigned to him.

2. Job responsibilities of the head of the planning and economic department

Head of planning and economic department:

1. Manages the work of economic planning at the enterprise, aimed at organizing rational economic activity 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 greatest efficiency of the enterprise.

2. Leads the preparation of draft current plans by the divisions of the enterprise for all types of activities in accordance with the orders of consumers of products, works (services) and concluded contracts, as well as justifications and calculations for them.

3. Participates in the development of the company's strategy in order to adapt its economic activity and management system to changing external and internal economic conditions in market conditions.

4. Manages the preparation of medium-term and long-term comprehensive plans for production, financial and commercial activities (business plans) of the enterprise, coordinates and mutually links all their sections.

5. Ensures the delivery of planned targets to the departments of the enterprise.

6. 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 works (services) taking into account supply and demand and in order to ensure the planned amount of profit, compiling standard product estimates and monitoring introducing into 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.

7. Ensures the preparation of conclusions on projects of wholesale prices for products supplied to the enterprise.

8. Manages 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 products, labor productivity, reducing production and sales costs, increasing production profitability, increasing profits elimination of losses and unproductive expenses.

9. Organizes control over the implementation of planned tasks by the enterprise's divisions, as well as statistical accounting for all production and technical and economic indicators of the enterprise's work, preparation of periodic reports on time, systematization of statistical materials.

10. 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.

11. Together with the accounting department, provides methodological guidance and organization of work on accounting and analysis of the results of production and economic activities, development of rational accounting documentation.

12. Ensures the development of methodological materials for the technical and economic planning of the activities of the enterprise's divisions, 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).

13. Organizes the development of unified planning documentation, economic standards, the introduction of mechanized and automated processing of planning and accounting information.

14. Supervises the employees of the department.

15. Complies with the Internal Labor Regulations and other local regulations organizations.

16. Complies with internal rules and regulations of labor protection, safety, industrial sanitation and fire protection.

17. Ensures cleanliness and order in his workplace.

18. Performs within employment contract orders of employees to whom he is subordinate in accordance with this instruction.

3. Rights of the head of the planning and economic department

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

1. Submit proposals for consideration by the director of the organization:

  • to improve work related to the provisions of this responsibilities,
  • on the encouragement of distinguished workers subordinate to him,
  • on bringing to material and disciplinary responsibility of employees subordinate to him who violated production and labor discipline.

2. Request from structural divisions and employees of the organization the information necessary for him to perform his duties.

3. Get acquainted with the documents that define his rights and obligations in his position, the criteria for assessing the quality of performance of official duties.

4. Get acquainted with the draft decisions of the organization's management regarding its activities.

5. Require the management of the organization to provide assistance, including the provision of organizational and technical conditions and the execution of established documents necessary for the performance of official duties.

6. Other rights established by the current labor legislation.

4. Responsibility of the head of the planning and economic department

The head of the planning and economic department is responsible in the following cases:

1. For improper performance or non-performance of their official duties provided for by this job description - within the limits established by the labor legislation of the Russian Federation.

2. For offenses committed in the course of their activities - within the limits established by the current administrative, criminal and civil legislation of the Russian Federation.

3. For causing material damage to the organization - within the limits established by the current labor and civil legislation of the Russian Federation.


Job description of the head of the planning and economic department - a sample of 2019. The duties of the head of the planning and economic department, the rights of the head of the planning and economic department, the responsibility of the head of the planning and economic department.

Single qualification guide positions of managers, specialists and other employees (CEN), 2019
Qualification directory of positions of managers, specialists and other employees
Sections « Industry-wide qualification characteristics of the positions of employees employed at enterprises, institutions and organizations" And " Qualification characteristics positions of employees employed in research institutions, design, technological, design and survey organizations”, approved by the Decree of the Ministry of Labor of the Russian Federation of August 21, 1998 N 37
(version dated 05/15/2013)

Head of planning and economic department

Job responsibilities. Manages the work of economic planning at the enterprise, aimed at organizing rational economic activity 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 greatest efficiency of the enterprise. Leads the preparation of draft current plans by the divisions of the enterprise for all types of activities in accordance with the 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 activity and management system to changing external and internal economic conditions in market conditions. Manages the preparation of medium-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 bringing planned targets to the departments 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 works (services), taking into account supply and demand and in order to ensure the planned amount of profit, compiling standard calculations of products and monitoring the introduction of they are current changes in planned and estimated prices for the main types of raw materials, materials and semi-finished products used in production, cost estimates for marketable products. Provides preparation of conclusions on projects of wholesale prices for products supplied to the enterprise. Manages 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 products, labor productivity, reducing production and sales costs, increasing production profitability, increasing profits, eliminating losses and unproductive expenses. Organizes control over the implementation of planned tasks by the enterprise's divisions, as well as statistical accounting for all production and technical and economic indicators of the enterprise's work, 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 for technical and economic planning of the activities of enterprise divisions, 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 mechanized and automated processing of planning and accounting information. Manages department employees.

Must know: legislative and regulatory legal acts regulating production and economic and financial and economic activities; methodological materials relating to the economics of the enterprise; strategy and prospects for the development of the enterprise; prospects for the development of the industry; profile, specialization and features of the structure of the enterprise; state and development prospects of the sales market for products, works (services); organizing the development of long-term and current plans for the production and economic activities of the enterprise; 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 reporting; methods of economic analysis of indicators of production and economic activity of the enterprise and its divisions; the procedure for determining the cost of commercial products, the development of standards for material and labor costs, wholesale and retail prices; methods for determining the economic efficiency of introducing 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; means of computer technology, communications and communications; fundamentals of labor legislation; labor protection rules and regulations.

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