The Planning Process


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The planning cycle of MSCC.

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The Planning Process

  1. 1. Prepared by Dr. Greg WaddellDirector of Institutional Improvement
  2. 2. Mid-South Christian College exists to glorify God by partnering with Christian Churches in raising up individuals called by God to fulfill the global vision of Christ by facilitating their academic, practical and spiritual preparation.2 Mid-South Christian College
  3. 3. The purpose of this presentation is to explain MSCC’sPLANNING and ASSESSMENT process "Already he who reaps is receiving wages and is gathering fruit for life eternal; so that he who sows and he who reaps may rejoice together.” ‒ John 4:36 3 Mid-South Christian College
  4. 4. CONDITIONS FOR PLANNING Data A Shared Collection Planning Mission Systems Commitment Trust Resources Skills 4 Mid-South Christian College
  5. 5. BARRIERS TO ORGANIZATIONAL LEARNING “The institutional environment frequently throws up barriers to building an affective assessment plan. These include the tendencies to be goal-free and data-averse as well as activity-oriented rather than results-oriented; the tyrannies of custom and busyness; and the sense that assessment is too complex and difficult for the non-research-minded faculty member or administrator.” ‒ Schroeder, 2005, p. 2 5 Mid-South Christian College
  6. 6. STAGES OF THE PROCESS Planning Execution Analysis 6 Mid-South Christian College
  7. 7. THE SELF-STUDY DOCUMENTS Mission Criteria Assessment Compliance Plan Document Environmental Scan Issues Needed (opportunities & threats) (strengths & weaknesses) Adjustments Adapted from The Association for Biblical Higher Planning Execution & Education, (2005), Guide to Conducting Self-Study: An ABHE Evaluation Series Booklet. Orlando, FL: Document Evaluation ABHE. 7 Mid-South Christian College
  8. 8. THE ASSESSMENT PLAN "The assessment plan is concerned primarily with matters of mission or intent. Essentially, it establishes and implements the process of measuring results in light of intentions." ‒ ABHE Guide, 2005, p. 7 8 Mid-South Christian College
  9. 9. THE COMPLIANCE DOCUMENT"The compliance document deals primarily withissues of quality. It analyzes the institutionssuccess in complying with the expectations ofthe Association member institutions regardingquality educational practices."‒ ABHE Guide, 2005, p. 7. 9 Mid-South Christian College
  10. 10. THE PLANNING DOCUMENT "The planning document outlines the action steps that an institution anticipates taking to deal with issues arising from assessment findings and compliance conclusions. Normally, these issues are in the form of strengths and weaknesses. The institutions vision for the future is also a major source of issues for a good planning document.“ ‒ ABHE Guide, 2005, p. 7. 10 Mid-South Christian College
  11. 11. ICLTs “Mid-South Christian College has identified eleven institutional themes that serve as its Institutional Core Learning Threads. These threads flow directly from the institutions mission statement. MSCC administrators, trustees, and faculty consider these threads essential goals for the continuous improvement of the college and for the achievement of its mission.” ‒ MSCC Assessment Plan, Sec. 3.1. 11 Mid-South Christian College
  12. 12. ICLTs IACA Academic Preparation (Academic Dean) IBUS Effective Business Management (Business Office) ICHU Church Partnership (Development) ICUL Cross-Cultural Competence (Hispanic Relations) IENV Productive Physical Environment (Maintenance & Facilities) ILIB Academic Resources (Library) ILRN Institutional Learning Potential (Institutional Improvement) IPRE Spiritual Leadership (President) IRCR Student Recruitment (Recruitment) IREC Academic Records (Registrar) ISTU Student Services (Student Services) 12 Mid-South Christian College
  13. 13. For planning to be effective, it is importantthat a wide array of college constituenciesparticipate in the process. One way that wetry to achieve this is through the use ofsub-documents that are prepared by eachdepartment.13 Mid-South Christian College
  14. 14. Department-Specific Assessments DSAs Compliance Sub-Reports CSRs Department-Specific Plans DSPs14 Mid-South Christian College
  16. 16. COMPONENTS OF A DSA DSAs A DSA is a mini-assessment plan designed to assess the degree to which a department is accomplishing its Institutional Core Learning Thread. The analysis of the ICLT consists of . . . A statement of the ICLT corresponding to your department and four columns of information. Expected Data What has Measures Results Outcomes Sources Been Done 16 Mid-South Christian College
  17. 17. Expected OutcomesEach department head is responsible foroverseeing the process of developingExpected Outcomes that further define themeaning of the ICLTs. These ExpectedOutcomes serve as the measures forassessing departmental effectiveness.17 Mid-South Christian College
  18. 18. The Five Truths of Measurement Measures1. We dont know what we dont know.2. We cant do what we dont know.3. We wont know until we measure.4. We dont measure what we dont value.5. We dont value what we dont measure.18 Mid-South Christian College
  19. 19. Data SourcesIn this column, administrators list the toolsthat will be used to gather data that can thenbe used to measure the degree to whichtheir department is achieving its ExpectedOutcomes.19 Mid-South Christian College
  20. 20. ResultsA “results-oriented” organization is one that“reinforces a discipline of execution [where]leaders focus on changing people’s beliefsand behaviors so that they produce results,not just ideas, plans, and strategies.” ‒ Bossidy, Charan, & Burke, Cited in Daft, 2004, p. 324).20 Mid-South Christian College
  21. 21. What has Been DoneThe final column of a Department-SpecificAssessment records actions and decisionsthat have been taken (past tense) inresponse to the analysis of assessmentresults, thus closing the loop of theassessment process.21 Mid-South Christian College
  23. 23. COMPLIANCE SUB-REPORT CSRs A Compliance Sub-Report is a means of dividing up the work of evaluating the extent to which the college is in compliance with the Comprehensive Standards of the ABHE. The responsibility for assessing these standards is distributed among administrative staff and the teams they pull together for this purpose. These compliance sub-reports are then combined to form the Institutional Compliance Document. 23 Mid-South Christian College
  25. 25. DEPARTMENT-SPECIFIC PLANS Whereas the DSA and Compliance Sub-Reports analyze the past, . . . the DSP looks to the future. 25 Mid-South Christian College
  26. 26. ENVIRONMENTAL SCAN"Constituent preferencesalone are insufficient forassessing organizationaleffectiveness. Environmentalconstraints restrict what ispossible in terms ofperformance as well as definethe possibilities of futureperformance. The interactionof constraints and preferencesprovides the definition of whatis expected, what is possible,and what is the potential oforganizational performance." ‒ Zammuto, 1982, p. 19. 26 Mid-South Christian College
  27. 27. ENVIRONMENTAL SCANAn effort to assess factors that are external tothe institution, yet that have a direct impact onthe accomplish of its goals. 27 Mid-South Christian College
  28. 28. ENVIRONMENTAL SCANThese factorsfrequently fall into thecategories of theacronym STEEP:• Social• Technological• Economic• Environmental• Political 28 Mid-South Christian College
  29. 29. SWOT Analysis The Assessment Plan and Compliance Document provide insight into internal INTERNAL issues that the ISSUES institution must address for improvement. 29 Mid-South Christian College
  30. 30. SWOT Analysis These are expressed as institutional Strengths and INTERNAL Weaknesses. ISSUES (strengths & weaknesses) 30 Mid-South Christian College
  31. 31. SWOT Analysis EXTERNAL ISSUES The Environmental Scan provides insight into external issues that must be addressed. 31 Mid-South Christian College
  32. 32. SWOT Analysis EXTERNAL ISSUES These are expressed as Opportunities and Threats. (opportunities & threats) 32 Mid-South Christian College
  33. 33. SWOT ANALYSIS The SWOT Analysis looks at the interplay between all these issues in an effort to formulate an effective strategy for accomplishing the institution’s goals. STRENGTHS WEAKNESSES OPPORTUNITIES THREATS 33 Mid-South Christian College
  34. 34. SOURCES FOR THE DSP PLANNING DOCUMENT SWOT Analysis Issues from the Environmental PROJECTS Scan Issues from the Compliance ACTIONS Document Issues from the COSTS Assessment (budget) Plan 34 Mid-South Christian College
  35. 35. REFLECTION Reflection is a crucial element of the improvement process. "Until I consider why, . . . I will not have learned. Change only sticks when we understand why [something] happened" (Handy, 1990, p. 60). Reflection helps administrators link past assessment results to future planning and action. 35 Mid-South Christian College
  36. 36. AFTER-ACTION REVIEWS To facilitate the process of reflection, MSCC administrators are asked to perform After- Action Reviews after every major event and upon completion of every new initiative. 36 Mid-South Christian College
  37. 37. AFTER-ACTION REVIEWS “Reviews must be conducted immediately, while memories are fresh and data can still be verified. They must be accepted as real work rather than avoidable frills and consciously scheduled into work plans and projects.” ‒ Garvin, 2000, p. 102 37 Mid-South Christian College
  38. 38. AFTER-ACTION REVIEWS • What did you expect to happen? • What actually happened? • What worked well? • What could be improved? • What do you recommend? 38 Mid-South Christian College
  39. 39. INTEGRATING THE BUDGETINTO THE PROCESS“It should be obvious that theassessment and planning cycles are tied tothe budgetary cycle. . . . Assessment shouldprecede planning and planning shouldprecede budgeting.”‒ ABHE. Guide to Conducting Self-Study, 2008. p. 40.
  40. 40. "For which one of you, when he wants tobuild a tower, does not first sit down andcalculate the cost to see if he has enough tocomplete it?” (Luke 14:28)40 Mid-South Christian College
  41. 41. THE ROLLING BUDGET MODEL 41 Mid-South Christian College
  42. 42. THREE DIFFERENT BUDGETS . . .and what to do with themBudget Name Main Task Description Activities Deliverables1. Last Year’s Analysis Analysis of the previous Interpretation of Budget Analysis Budget year’s data. What trends data; Report can be detected? What trend were areas where identification; projections were not met? systems thinking Why? 42 Mid-South Christian College
  43. 43. THREE DIFFERENT BUDGETS . . .and what to do with themBudget Name Main Task Description Activities Deliverables1. Last Year’s Analysis Analysis of the previous Interpretation of Budget Analysis Budget year’s data. What trends can data; Report be detected? What were trend areas where projections were identification; not met? Why? systems thinking2. This Year’s Control and Every fiscal year begins Management; Monthly budget- Working Measurement with an intact working record-keeping; expense Budget budget. Controls must be monitoring; reviews. in place to acquire data as reporting the year proceeds; these will enable future analysis. 43 Mid-South Christian College
  44. 44. THREE DIFFERENT BUDGETS . . .and what to do with themBudget Name Main Task Description Activities Deliverables1. Last Year’s Analysis Analysis of the previous Interpretation of Budget Analysis Budget year’s data. What trends can data; Report be detected? What were trend areas where projections were identification; not met? Why? systems thinking2. This Year’s Control and Every fiscal year begins with Management; Monthly budget- Working Measurement an intact working budget. record-keeping; expense reviews. Budget Controls must be in place to monitoring; acquire data as the year reporting proceeds; these will enable future analysis.3. The Planning This is the budget planned Forecasting; Projected costs Enabling for the following year along projection of report; Budget with a development plan for trends; fund- Funding plan acquiring the resources to raising; strategic make it possible. planning. 44 Mid-South Christian College
  45. 45. ANNUAL BUDGET RETREAT Forging a balanced budget. by . . . • Coordinating departmental plans, • Questioning assumptions, • Uncovering budgetary constraints • Adjusting to reality. 45 Mid-South Christian College
  46. 46. THE ANNUAL PLANNING CYCLE DSP PLANNING FEB MAR APR JAN 2012 2011 2010 MAY DEC 2009 EXECUTING NOV & MONITORINGAnnual Report JUN OCT JUL ANALYZING SEP AUG SWOT Criteria Review Monthly Status Reports Environment Scan 46 Mid-South Christian College
  47. 47. THE SPIRITUALITY OF PLANNING“Delight yourself in the LORD; And He will give you the desires of your heart.” --Psalm 37:4 47 Mid-South Christian College
  48. 48. THE SPIRITUALITY OF PLANNING“Not by might nor by power, but by my Spirit, says the Lord Almighty.” --Psalm 37:4 48 Mid-South Christian College
  49. 49. Works Cited Schroeder, C. (2005). How to generate purposeful change on your campus: A realistic approach to institutional assessment. Unpublished White Paper, Noel-Levitz, Inc. Accessed April 26, 2008 from 5441-4366-BE19-52A42B659ABC/0/ASSESS_wppdf_1204.pdf ABHE. (2005 & 2008). Guide to conducting a self-study: An ABHE evaluation series booklet. Orlando, FL: The Association for Biblical Higher Education. MSCC. (2008). MSCC Assessment Plan, Memphis, TN: Mid-South Christian College. Accessed April 26, 2008 from Harry, M., & Schroeder, R. (2000). Six sigma. New York: Doubleday. Daft, R. L. (2004). Organization Theory and Design (8th ed.). Mason, OH: South- Western. Zammuto, R. F. (1982). Assessing organizational effectiveness: Systems change, adaptation, & strategy. Albany, NY: State University of New York Press. Handy, C. (1990). The age of unreason. Boston: Harvard Business School Press. Garvin, D. A. (2000). Learning in action: A guide to putting the learning organization to work. Harvard Business School Press. 49 Mid-South Christian College