Transcript Slide 1

Strategic Planning Template Workshop
for Chairs and Directors
Bill Balzer and Bill Knight
September 2010
BGSU’s strategic plan, including a Vision, Mission, Core Values, Learning Outcomes, Goals, and
Strategies, was developed by representative, information-informed group in 2008-09. Also that
year, departments and schools were asked to create compacts that aggregated to the college level.
Colleges were asked to transition their compacts to five-year, rolling strategic plans that followed
the Charting Our Future format in 2009-10.
Departments and schools are asked to transition to the Charting Our Future format in 2010-11.
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Implementation Schedule:
Unit-Level Strategic Plans
LEVEL 1
University
Implemented
2009-2010
LEVEL 2
Academic Affairs Division & Colleges
LEVEL 3
LEVEL 4
Departments / Schools
Programs
Centers
Institutes
Administrative Divisions
Departments
Others
Programs
Others
Implemented
2010-2011
Implementation
Planned for
2011-2012
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Elements of Planning Template
The planning template includes all of the key elements of the University level plan except the Core Values,
which remain at the University level. Elements created at a lower level must support those at the higher level;
elements which are additive (instead of replacing) are shown.
LEVEL 1
LEVEL 2
LEVEL 3 &
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Vision
Vision
Vision
Mission & Goals
Mission
Mission
Strategies
Strategies
Strategies
Actions
Actions
Actions
Measures
Measures
Measures
Core Values
External
Agencies
Optional
Additive element. Include all items at the
higher level and add additional as
needed.
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Integration of Planning, Budget Requests, Assessment,
Enrollment Planning and Accreditation/Program Review
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Task for Departments/Schools
Using the strategic planning template, information provided by
IR, results of previous planning, accreditation/program reviews,
assessment results, last year’s approved college-level strategic
plan, collegial dialogue, and other resources and approaches as
appropriate, complete the cover sheet, summary of planned
actions (5-year time frame), notes on planned actions, scorecard
of key measures, glossary of key measures, and index of
appendices by Fall 2010 final exam week, unless an earlier
deadline is in place in your college.
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Cover Page
Header Block
This block contains core information in a common format that
can be quickly and easily compared among submission.
Throughout this template, the [College / Division Name]
placeholder should be replaced by the actual name of the
academic unit completing the plan, e.g. Department of
Sociology.
Vision
Where appropriate, the academic unit may identify and report a
Vision that is complimentary to the Vision identified by the
University and College. A Vision is a statement of what you
aspire to and how you want to be viewed by others.
Mission
Each academic unit will identify and report a Mission that is
complimentary to the Mission identified by the University and
College. Mission defines purpose: what you do, for whom and
to what end.
Strategies
Each academic unit has the option to identify additional
Strategies that complement the seven University strategies
and/or any strategies identified by the College. Because
Strategies provide the framework for all additional planning
efforts, the head of the academic unit will seek approval from the
Dean prior to adding a Strategy and completing additional
development work.
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Summary of Planned Actions
Connecting Points
The Related Strategies and Key Measures columns
are intended to connect each Action to other
important planning element and pages within the
document.
- Strategies (Use number, 1-7+)
- Key Measures (Use “Ref” field)
Actions
Each academic unit
will identify Actions
(initiatives, projects
and tasks) that will be
completed to advance
the Strategies and
meet Measure
targets.
Note: The template
includes lines for ten
actions. Additional
lines (and Summary
of Planned Actions)
pages should be
added when needed.
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Action Plan Elements
These three columns are
intended to capture high-level
aspects of the plan for each
Action, including: resources,
timing and responsible party. It is
expected that the responsible
party will maintain a more
detailed action plan that is not
submitted as part of this process.
Feedback
This column is
intended to
concisely reflect how
much support
management has for
each action
proposed. This
column is blank
when a plan is
submitted and
completed after it
has been reviewed
and considered
through the budget
development
process.
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Notes on Planned Actions
Notes
Although the tabular format of the
“Summary of Planned Actions” page
is intended to provide sufficient
information for most Actions, this
page is included to add needed
flexibility.
Actions that require additional detail
will be listed on this page with
needed narrative description. Only
actions that required additional
detail should be included; there is no
expectation that all Actions will be
included on this page.
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Scorecard of Key Measures
Defining Body
The Scorecard is broken down into
sections based on the entity that is
defining the measure. Measures
are defined by the following entities:
• The University System of Ohio
(USO)
• University Leadership
• Accrediting Organizations
• Individual Divisions / Colleges
• Departments & Programs
Target Level
This is the Measure result that is
targeted for achievement over the
planning period. Actual results
will be reported annually.
A Measure is considered defined by
an entity when that entity identifies
the description, method of
measurement or data source,
requires tracking or sets a standard
for results.
Measures shown on a unit’s
Scorecard will be calculated for that
unit’s population only.
Connecting Points
The Related Strategies and Actions columns are intended to
connect each Measures to other important planning element
and pages within the document. Note: in cases where the
Measures is meeting the Target, there may not be a
connection to any Action.
Benchmark
When appropriate,
units can use the
Benchmark column to
reference a relevant
comparator that is
being use to
rationalize target
setting. If a
benchmark is used, it
should be
described on the
Glossary of Key
Measures page.
Trend Data
Understanding a
Measure’s history can
provide useful context
to set targets and note
progress. A five-year
trend is
recommended, but not
required.
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Glossary of Key Measures
Measure Index
This reference code will be
very important in plan
consolidation, especially
post-technology
implementation. Each Key
Measure requiring
consolidation (i.e. USO,
University, Division /
College) can will have a
unique code across all
templates.
For example, the USO
Measure for post
secondary enrollment
would be coded USO 01.
A university defined
retention Measure could
be coded BG 01, while a
Measure for faculty to
student ratio could be BG
02.
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Method of Measurement
The method of measurement describes how the Measure will be calculated and/or
presented. In the case of “Total post-secondary enrollment”, it is total number of
students.
Source of Data
The source of data
describes the
individual, office or
system which is
responsible for
providing the data for
the define Measures.
Title & Description
The title is a consistent label that will be used for the Measure throughout
reporting. The description is a definition of the Measure.
For the first USO Measure the title is “Total post-secondary enrollment” and the
description is “All students enrolled in associate, bachelor’s, graduate, and
professional degree programs.”
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Case Study: P&UP
The Department of Parapsychology and Unexplained
Phenomena (College of Arts and Sciences) is
considering its current situation and possible future
trends as is completes its strategic planning template.
An analysis of strengths, weaknesses, opportunities, and
threats, accreditation review, and assessment results has
led to the following document being produced
(handout).
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Important Points To Remember
This is a rolling, five year plan; your planned actions
should cover 2011/12 through 2015/16 this year. You
will be asked to update this for 2012/13 through
2016/17 next fall.
Programs, centers, institutes, etc. will be asked to
complete this template beginning next year.
The heart of the template is the Summary of Planned
Actions. They should be prioritized.
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Important Points To Remember
Your resource requirement information comprises your
budget request to your college for next year.
You should tie your planned actions to BGSU and
college priorities and accreditation/program review and
assessment results.
Resources on campus (Finance and Administration,
Capital Planning, OSPR, IR) are available to help you
estimate people, dollars, space, etc.
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Important Points To Remember
It is important to identify everyone who will be
responsible/accountable for follow-through.
Once your college dean receives approval of the
College’s Strategic Plan (some or most of prioritized
actions endorsed by provost), he/she can endorse some
subset of your academic unit’s prioritized actions – you
are only responsible for this endorsed set for which
resources are available.
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More About Measures
Measures need to be SMART (specific, measurable,
achievable, realistic, and timely).
Measures can be qualitative as well as quantitative (e.g.,
a new center is created)
You are free to add locally-developed measures if they
do not exist at the University or college levels.
You will probably add to (and maybe change) your
measures over time.
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Resources
On or about October 1, the Office of Institutional
Research will supply:
A profile of majors (by gender, race/ethnicity, age, class
level, state residency, and major) by dept./school
A profile of minors (by gender, race/ethnicity, age, class
level, state residency, and minor) by dept./school
Counts of graduates by program by dept./school
Student retention rates by dept./school
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Resources
On or about October 1, the Office of Institutional
Research will supply:
A profile of full-time faculty members (by gender, race/ethnicity, rank,
and tenure status) by dept./school
A profile of graduate assistants (by gender, race/ethnicity, and job title)
by dept./school
A profile of staff members (by gender, race/ethnicity, full-time/part-time
status, job title, and employee class [administrative or classified]) by
dept./school
Instructional productivity and cost information (summary and details) by
dept./school
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Resources
Other resources that you might want to use:
Your analysis of strengths, weaknesses, opportunities,
and threats (SWOT) (see example from Musical Arts)
Your college’s strategic plan template from last year
Accreditation/program review reports
Assessment reports
Budget reports
Local and OSPR information about research/creative
activities
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Integration of Planning, Budget Requests, Assessment,
Enrollment Planning and Accreditation/Program Review
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Questions (and Answers!)
It would be really helpful if someone in the audience
would volunteer his/her questions and ideas for
his/her area’s strategic plan; let’s all learn from each
other.
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Where To Go For Help
Bill Knight, 2-7791 or [email protected]
electronic copies of the template are available on the IR
web site: www.bgsu.edu/offices/ir (under Latest
Information Available)
your dean or associate dean
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