Horizon Strategic Planning Worksheets

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Horizon Strategic Planning Worksheets

  1. 1. Horizon Strategic Planning Worksheets This worksheet contains all the fields in HORIZON. This worksheet is provided to assist agencies in preparing to complete the forms in HORIZON. Agency: Mission: Vision: Core Values: Enterprise Issues and Ideas: Agency Goal: Measurable Objective (x to y by date): State Policy Area/Goal: Office of Planning and Budget HORIZON User Guide 1
  2. 2. Agency Strategy/Initiative: 1. Strategy Label and Title (Remember to label the strategy to align it to a measurable objective e.g. G1M2S1) 2. Describe the agency strategy/initiative (How will the strategy affect the measurable objective? Will the strategy affect a statewide indicator? Explain any relationship the strategy has to any statewide or policy collaborative initiative. Remember to Label the strategy e.g. G1M2S1) 3. Anticipated Impact (Check all that apply) ( ) Increase access to services ( ) Eliminate services ( ) Increase utilization of services ( ) Add new services ( ) Efficiency improvements ( ) Other 4. Cost Magnitude – Implementation or start-up cost ( ) Cost savings over $100k ( ) $500K to $1M ( ) Cost savings under $100k ( ) $1M to $5M ( ) No cost ( ) $5M to $10M ( ) $0 to $10K ( ) $10M to $20M ( ) $10 to $50K ( ) $20M to $50M ( ) $50 to $100K ( ) $50M to $100M ( ) $100K to $500K ( ) Over $100M 5. Estimated Annual Cost Magnitude – (Ongoing/Maintenance) ( ) Cost savings over $100k ( ) $500K to $1M ( ) Cost savings under $100k ( ) $1M to $5M ( ) No cost ( ) $5M to $10M ( ) $0 to $10K ( ) $10M to $20M ( ) $10 to $50K ( ) $20M to $50M ( ) $50 to $100K ( ) $50M to $100M ( ) $100K to $500K ( ) Over $100M 6. Are there any associated long/term cost savings? If so, explain. 7. Will implementation of this strategy require a budget enhancement or will it be done with funds within the agency base? (Check all that apply) ( ) Base Budget ( ) Enhancement ( ) Capital Outlay 8. What fund source will be utilized to implement this strategy? ( ) State ( ) Federal Office of Planning and Budget HORIZON User Guide 2
  3. 3. ( ) Other ( ) Bonds 9. When do you plan to start working on this strategy? ( ) Prior Year ( ) FY 2010 ( ) FY 2011 ( ) FY 2012 ( ) FY 2013 10. When do you plan to finish implementation of this strategy? ) FY 2010 ( ) FY 2011 ( ) FY 2012 ( ) FY 2013 ( ) After 2011 11. What are the benefits to the customers? (measured by what tool, baseline measure, and expected results) 12. Who are the key Agency Partners? (Check all that apply – does not include stakeholders) ( ) Office of Planning and Budget (OPB) ( ) Other ______________________ ( ) Georgia Technology Authority (GTA) ( ) Other ______________________ ( ) State Personnel Administration (SPA) ( ) Other ______________________ ( ) State Properties Commission (SPC) ( ) Other ______________________ ( ) Office of Customer Service (OCS) ( ) Other ______________________ 13. What Agency budgeted programs are impacted by this strategy and how are they impacted? (Check all that apply) ______________________________ ( ) Administrative ( ) Change to Services ( ) Primary Fund Source ( ) Other Services ______________________________ ( ) Administrative ( ) Change to Services ( ) Primary Fund Source ( ) Other Services ______________________________ ( ) Administrative ( ) Change to Services ( ) Primary Fund Source ( ) Other Services 14. Comments: Office of Planning and Budget HORIZON User Guide 3
  4. 4. Staffing Implications 1. Staffing implications: ( ) Yes or ( ) No (If yes, proceed to next question.) 2. Check the number and type of staff needed to implement this strategy. ( ) Number of Contractors Needed _______________. ( ) Number of State Employees Needed____________ 3. Job Family Categories Effected – FTE increase or decrease by job family ( )Education, Instruction, and Testing ( ) Laboratory Services/Physical Sciences ( )Engineering/Technology Support ( ) Legal ( )Facilities, Materials, and Equipment ( ) Parks, Recreation, and N.R. Management ( )Financial Management/Revenue ( ) Personnel Administration ( )Food Services/Farm Services ( ) Public Safety/Corrections/Invest. ( )General Support Services ( ) Real Estate/Property Management ( )Health Care ( ) Social Services/Counseling ( )Information Systems/Telecom. System ( ) Transportation 4. What competencies that you don’t have (or have enough of) would be needed to implement this strategy? All Employees Behavior ( ) Service Orientation ( ) Communication ( ) Teamwork and Cooperation ( ) Conflict Management ( ) Results Orientation ( ) Creativity and Innovation ( ) Accountability ( ) Cultural Awareness ( ) Judgment and Decision Making ( ) Flexibility ( ) Initiative Leadership ( ) Negotiation and Influence ( ) Leadership – Talent Management ( ) Professional Development ( ) Leadership – Transformers of Govt. ( ) Project Management ( ) Teaching Others ( ) Team Leadership 5. Is training of staff needed for implementation? If yes, check all that apply: ( ) Computer Skills ( ) Supervisory Skills ( ) Technical/subject matter ( ) Trade and Industry Skills ( ) Leadership Development ( ) Other 6. How can SPA assist? (Check all t hat apply): ( ) Workforce planning ( ) HR Audit ( ) Succession planning ( ) Flexible Benefits ( ) SWOT analysis ( ) Enterprise Learning ( ) WFP Training ( ) Substance Abuse testing ( ) Scenario Planning ( ) Dispute Resolution Services ( ) Organizational assessment ( ) Policy Development ( ) Facilitation services ( ) Work Away Program ( ) Compensation Analysis ( ) Employee Assistance Program ( ) Performance Management ( ) HR Shared Services ( ) Recruitment ( ) Workforce Analytics Service ( ) Test Administration ( ) Other 5. Comment: Office of Planning and Budget HORIZON User Guide 4
  5. 5. Office of Planning and Budget HORIZON User Guide 5
  6. 6. IT Dependencies 1. IT Dependencies ( ) Yes or ( ) No (If yes, go proceed to next question.) 2. Name and Brief description of IT Project/Initiative 3. Project APR ID (Provide the APR number if GTA has assigned one. If the APR ID is provided then skip to the Business Driver section at the bottom of this form.) 4. Total Cost 5. When do you plan to start working on this project/initiative? ( ) Prior Year ( ) FY 2010 ( ) FY 2011 ( ) FY 2012 ( ) FY 2013 6. When do you plan to finish implementation of this project/initiative? ( ) FY 2010 ( ) FY 2011 ( ) FY 2012 ( ) FY 2013 ( ) After 2013 7. Current phase of project ( ) Initiation ( ) Transition ( ) Planning ( ) Operation ( ) Execution/Control ( ) Disposal 8. Comment 9. Business Drivers (Reasons for having to do the project) Check all that apply. ( ) Funding Changes ( ) Process changes ( ) Increase/decrease in business ( ) Service addition ( ) Legislative Changes ( ) Technology equipment spending Office of Planning and Budget HORIZON User Guide 6
  7. 7. Facilities/Space/Major Equipment Implications 1. Facilities/Space/Major Equipment Implications ( ) Yes or ( ) No (If yes, go proceed to next question.) 2. Type of Project: ( ) New Construction/Facility ( ) Space ( ) Land Acquisition ( ) Major Equipment 3. Project Name: 4. Project Description: 5. Project Cost Magnitude (Cost estimate ranges) ( ) Cost savings over $100k ( ) $500K to $1M ( ) Cost savings under $100k ( ) $1M to $5M ( ) No cost ( ) $5M to $10M ( ) $0 to $10K ( ) $10M to $20M ( ) $10 to $50K ( ) $20M to $50M ( ) $50 to $100K ( ) $50M to $100M ( ) $100K to $500K ( ) Over $100M 6. Annual Maintenance/Ownership ( ) Cost savings over $100k ( ) $500K to $1M ( ) Cost savings under $100k ( ) $1M to $5M ( ) No cost ( ) $5M to $10M ( ) $0 to $10K ( ) $10M to $20M ( ) $10 to $50K ( ) $20M to $50M ( ) $50 to $100K ( ) $50M to $100M ( ) $100K to $500K ( ) Over $100M 7. When do you plan to start working on this project? ( ) Prior Year ( ) FY 2009 ( ) FY 2010 ( ) FY 2011 8. When do you plan to finish implementation of this project? ( ) FY 2009 ( ) FY 2010 ( ) FY 2011 ( ) After FY 2011 9. Current phase of project ( ) Not started ( ) Planning ( ) Being Implemented 10. Location (Space/Facility) Office of Planning and Budget HORIZON User Guide 7
  8. 8. 11. County (Space/Facility) 12. Type (Space/Facility) ( ) Offices ( ) Open sheds or pavilions for work, storage, ( ) Classrooms with faculty offices, etc. display, sales, recreation ( ) Dormitories ( ) Athletic facilities ( ) Libraries ( ) Garages or repair shops ( ) Storage building warehouse ( ) Maintenance and custodial operations, ( ) Detention housing shops ( ) Hospitals, medical centers, nursing ( ) Armories homes, medical labs, clinics ( ) Parking facilities ( ) Other 13. The estimated number of housed staff/people affected (Space/Facility): 14. Comment: Office of Planning and Budget HORIZON User Guide 8

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