Transcript The Glue: Strategic Planning

Strategic Planning On-Line
Unit Planning: A New Piece of the Puzzle
Dr. Angela M. Falconetti
Associate Vice President
Planning, Development, and Institutional Effectiveness
Dr. Don Matthews
Director, Planning
2011-12
Selected information utilized in the present power point is that of SPOL.
The Relevance of Planning
“While the ultimate concern in organizations is with
outcomes and results, initial attention must be directed
toward developing and implementing effective processes
for measuring and tracking a multiplicity of planning
dimensions.”
Sherrie A. Tromp & Brent D. Ruben
Strategic Planning in Higher Education
© 2010, NACUBO
Accreditation Mandates
Three critical functions described by the
standards:
1. Assessment of student learning outcomes
2. Assessment of overall institutional
effectiveness
3. Ongoing strategic planning activity that is
informed by those assessments
Michael F. Middaugh
Planning and Assessment in Higher Education
© 2010
What is Needed?
“Often it is a question not of providing evidence
that assessment is occurring, but rather of
demonstrating in real, tangible ways that the
assessments are actually being used to inform
planning, decision making, and resource
allocation at the institution.”
Michael F. Middaugh
Planning and Assessment in Higher Education
© 2010
Procedural Leads to Strategic
• Analysis of Outcome data may show a gap
in performance
• An Objective should describe new
strategies to be employed to improve
performance
• The Outcome and Objective should tie
together
Assessment….
• …the primary tool for understanding and improving
the ways in which students learn and for developing
and enhancing those institutional structures and
programs that support student learning.
• …a language for describing institutional effectiveness,
demonstrating that institutional planning is rooted in
comprehensive and systematic information, and
describing the outcomes of that planning activity.
• …measuring the efficacy of planning….
Michael F. Middaugh
Planning and Assessment in Higher Education
© 2010
Assessment: Result or Activity?
• Result =
the success or failure of an endeavor
– aka Outcome
• Activity = an ongoing process designed to
measure progress
Sherrie A. Tromp & Brent D. Ruben
Strategic Planning in Higher Education
© 2010, NACUBO
Although, it may feel like…
Daytona State College’s Planning Structure
Universal Questions to Ask When Planning
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What are you going to do?
Why are you going to do it?
How are you going to do it?
How will you know that you’ve been successful?
Do you need any additional money?
Do you need help from anyone else?
What are You Going to Do?
Objective
Written so that it is Specific, Measurable, Action-Oriented,
Results-driven, and Time-limited (SMART).
Objective Title
The “nutshell” version of the objective – short and descriptive.
What are You Going to Do?
“Type of Service” represent the College’s Administrative Unit
Outcomes (AUOs), which focus on the services provided by
the College units in support of the College’s mission and values
and the institutional outcomes, strategic, and annual plans.
• Administrative Support Service
• Community/Public Service
• Educational
• Educational Support Service
What are You Going to Do?
Administrative Support Service
Administrative support service units maintain College operations in support of the
College’s instructional programs and institutional outcomes.
Community/Public Service
Community/public service units offer activities and programs that meet the needs
of the College and local communities for cultural enrichment, community
engagement, and lifelong learning. The College’s community/public service units
support community development through civic, charitable, business, and
professional organizations. Academic courses and programs often have learning
activities related to experiential and/or service learning that are a part of the
academic units and apply to this standard. Community/public service units support
institutional outcomes.
What are You Going to Do?
Educational
Education delivered in the classroom that supports the student
learning outcome process both at the program and course level.
Educational Support Service
Educational support service units contribute to student
learning, instruction, or access. The educational support units
provide services that relate to students and are part of the
institution’s overall learning environment. Educational support
service units support the institutional outcomes.
What are You Going to Do?
Institutional Outcomes
The standards that Daytona State College students must meet
prior to graduating: critical/creative thinking; cultural literacy;
communication; information and technical literacy.
What are You Going to Do?
Strategic Planning Priority
To fulfill its vision, carry out its mission, and live its values,
Daytona State College established strategic directions as the
foundation for its future in its 2010-2013 Strategic Plan.
Annual Developmental Objectives
The 2010-11 Annual Plan has developmental objectives that
link to the Colleges 2010-13 Strategic Plan.
What are You Going to Do?
Associated Standards
Does this objective correct an issue of partial or noncompliance with accreditation standards? Does it provide
evidence of compliance with a standard?
How are You Going to Do It?
Tasks
List the many things that must be accomplished to achieve the
overall objective. These might be steps to follow in an action plan
or more finely-defined outcomes that add up to the overall
outcome.
Due Date
Do you have target dates for achieving these tasks that will keep
you on track?
How will you know that You’ve Been
Successful?
Intended Results
List the results you want to achieve both from the objective overall
and from specific tasks or strategies.
Assessment Measures
Describe the measurement tools that you will use and/or the
methodologies you will employ to gather data. This might also
include existing data sources.
Do you need additional money?
Enhanced Budget
You can use the budget module to tie funding to an objective.
However, the College’s budgetary planning process is
completed separately (i.e., not in using the SPOL system).
Do You Need Help from Anyone Else?
Units Impacted
Identify any other planning units that must provide you with
resources for you to be successful in achieving your objective.
That may mean that someone from your office will spend time
working on something that you submit to them, assisting you in
developing or installing something, or providing you with a
product; or another department may purchase something on
your behalf.
Fundamental Assumptions
1. The process of planning is as important, if not more
important, than the plan itself.
2. Successful planning depends on leadership,
communication, assessment, and a knowledge of
organizational culture.
3. The goal of strategic planning is organizational
improvement and change.
4. The strategic planning process should evaluate
funding and resources.
Sherrie A. Tromp & Brent D. Ruben
Strategic Planning in Higher Education
© 2010, NACUBO
Calendar
Unit Planning /
SPOL
2011-12
Dates
Priority/Task
July 2011
26
August 2011
1-31
Continue to Conduct SPOL Training Sessions/Unit Managers
Input FY13 Unit Plans into SPOL
September 2011
1-30
Follow-up with Unit Managers re Unit Plans (SPOL)
October/November 2011
1-31/1-30
February 2012
1-29
FY13 Mid-Year Unit Plan Assessments Due (SPOL)/Meet with
Unit Managers to discuss Mid-Year Assessments
May 2012
1-31
FY13 End-of-Year Assessment of Unit Plans and Planning
Process/Meet with Unit Managers to discuss End-of-Year
Assessments
1-31
Finalize Annual Report of Unit Plans
1-30
Present Summative Unit Planning Annual Report to President and
Cabinet
June 2012
Conduct SPOL Training Sessions
Training Sessions on “How to Run Reports”
(i.e., the report module)
Questions?
Dr. Angela M. Falconetti
Associate Vice President
Planning, Development, and Institutional
Effectiveness
Daytona State College
386-506-3962, Office
[email protected]
Dr. Don Matthews
Director, Planning
Daytona State College
386-506-3675, Office
[email protected]