Annual Plan Database Training October 4, 2006


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Annual Plan Database Training October 4, 2006

  1. 1. Annual Plan Database Training October 4, 2006
  2. 2. Objectives <ul><li>Provide an overview of strategic planning </li></ul><ul><li>Differentiate strategic plan from annual plan </li></ul><ul><li>Describe the purpose of annual strategies in the strategic planning process </li></ul><ul><li>Differentiate goals from strategies </li></ul><ul><li>Describe tips in writing strategies </li></ul><ul><li>Review the different fields located in the annual plan database </li></ul><ul><li>Access and input strategies into database </li></ul>Annual Plan Database Training
  3. 3. Outline <ul><li>Introduction – Randy Gonzalez, </li></ul><ul><li>VP for Finance and Administration </li></ul><ul><li>Strategic Planning </li></ul><ul><ul><li>Why Strategic Planning? </li></ul></ul><ul><ul><li>Goals vs. Strategies </li></ul></ul><ul><ul><li>BCTC Strategic Plan </li></ul></ul><ul><ul><ul><li>Strategic Goals </li></ul></ul></ul><ul><ul><ul><li>Unit Goals </li></ul></ul></ul><ul><ul><ul><li>Annual Plan </li></ul></ul></ul><ul><ul><ul><li>Calendar </li></ul></ul></ul><ul><ul><ul><ul><li>Writing Strategies </li></ul></ul></ul></ul><ul><li>Annual Plan Database </li></ul><ul><ul><li>Annual Plan Coordinators </li></ul></ul><ul><ul><li>Access to Database </li></ul></ul><ul><ul><li>Fields </li></ul></ul><ul><ul><li>Inputting data </li></ul></ul><ul><li>Questions </li></ul>Annual Plan Database Training
  4. 4. Annual Plan Calendar Annual Plan Database Training 2006-07 Annual Action Plan Report to President’s Cabinet 8/6/07 August Strategic Plan Progress Report to Board 6/15/07 June Deadline for all Units/Programs to record progress made on 2006-07 annual plans (strategies). 2007-08 Annual strategies into Annual Plan Database 5/15/07 5/30/07 May 4/18/07 TBA 2/5/07 12/15/06 10/15/06 9/5/06 9/13/06 9/27/06 9/28/06 9/30/06 Date President’s Leadership Team Planning Retreat (for 2007-08) April Annual Plan Training – “Closing the Loop” March Mid-year Annual Plan Progress Report to President’s Cabinet February Deadline for mid-year progress into 2006-07 Annual Plan Database December Deadline for all Units/Programs annual plans (annual strategies) into Annual Plan Database October 2005-06 Annual Action Plan Report to President’s Cabinet President’s Leadership Team Planning Retreat Annual Plan Database Training Annual Plan Database Training 2006-07 Annual Strategy Priorities established September Activity Month
  5. 5. BCTC Five-Year Cycle, One-Year Process Annual Plan Database Training
  6. 6. Strategic Plan Model Annual Plan Database Training BCTC Strategic Planning Model College & Unit Annual Strategies College & Unit Goals BCTC Mission & Strategic Plan KCTCS CPE
  7. 7. Why Strategic Planning Annual Plan Database Training <ul><li>It takes more than an expressed interest in change to build a high-performing institution. It takes the will and the commitment to change, a deep understanding of the institution’s culture and its capacity, and a strategic perspective about its future. </li></ul><ul><li>Richard Alfred, Community College Journal, June/July 2003 </li></ul><ul><li>Effective strategic planning processes help institutions consistently address the challenges facing community and technical colleges today: - Demographic shifts (i.e., Adult Learners, Hispanic Citizens) - Increased Customer Expectations - Demands of Accountability - Changing Technological Needs - Economic Demands </li></ul><ul><li>The strategic planning process helps staff think about long-term strategic investment rather than short-term fixes </li></ul><ul><li>A well developed strategic plan assists an institution in weathering demanding times/periods </li></ul><ul><li>A good strategic plan guides an institution toward more effective use of resources </li></ul><ul><li>The strategic planning process provides opportunity to build greater community trust and participation in decision making </li></ul><ul><li>A strategic plan helps attract additional resources (institutions with well-developed strategic plans are far more likely to receive additional resources) </li></ul><ul><li>Vital strategic plans are valuable evidence to accrediting bodies </li></ul><ul><li>Strategic plans can allow for documented recognition of programmatic and/or campus differences </li></ul>
  8. 8. Goal and Strategy Tips Annual Plan Database Training <ul><li>GOAL vs. STRATEGY </li></ul><ul><li>The “Goal” is the destination while the “Strategy” is the mechanism or pathway to </li></ul><ul><li>achieve the goal. </li></ul><ul><li>Strategies should be : </li></ul><ul><ul><li>S pecific and focused on one idea </li></ul></ul><ul><ul><li>M easurable and if possible, quantifiable (e.g. “increase by 5%” by fall 2006) </li></ul></ul><ul><ul><li>A ction oriented (create, demonstrate, develop, establish, implement, </li></ul></ul><ul><ul><li>increase . . .) </li></ul></ul><ul><ul><li>R elevant to the college mission, focus areas, and goals </li></ul></ul><ul><ul><li>Include a t imeline (starting/ending point) </li></ul></ul>
  9. 9. Strategy Development Tips Annual Plan Database Training <ul><li>Strategy Checklist : </li></ul><ul><li>Is it clearly stated? </li></ul><ul><li>Will it help achieve the goal? </li></ul><ul><li>Is it measurable? </li></ul><ul><li>Does it include a timeline/timeframe? </li></ul><ul><li>SMART way to remember the fundamental of strategy development: </li></ul><ul><li>S pecific </li></ul><ul><li>M easurable </li></ul><ul><li>A ction-oriented </li></ul><ul><li>R elevant </li></ul><ul><li>T ime-bound </li></ul>
  10. 10. Access to the Annual Plan Database <ul><li>[START] </li></ul><ul><li>[MY COMPUTER] </li></ul><ul><li>[DEPARTMENTS ON BLC-FPSERVER, KCTCSACC,DS,KCTCS.EDU(S:)] </li></ul><ul><li>ALL DEPARTMENTS </li></ul><ul><li>[ALTERNATE SHORTCUT TO ANNUAL PLAN DATABASE] </li></ul>Annual Plan Database Training
  11. 11. Access to the Annual Plan Database Annual Plan Database Training <ul><li>[OPEN] </li></ul>
  12. 12. 2006-07 Annual Plan Database <ul><li>[2006-2007 Action Plans] </li></ul>Annual Plan Database Training
  13. 13. Adding Strategies to Database <ul><li>[Add a New 2006-2007 Action Plan] </li></ul>Annual Plan Database Training
  14. 14. Plan ID <ul><li>Functional Area </li></ul><ul><li>Division or Department </li></ul><ul><li>Plan title </li></ul><ul><li>Primary/Secondary person responsible </li></ul>Annual Plan Database Training
  15. 15. Miscellaneous <ul><li>Area of Focus </li></ul><ul><li>Goal # </li></ul><ul><li>Additional goal </li></ul><ul><li>Cost </li></ul><ul><li>Expected Completion Date </li></ul><ul><li>Actual Completion Date </li></ul>Annual Plan Database Training
  16. 16. Plan Description <ul><li>Plan (Strategy) </li></ul><ul><li>How will you accomplish your plan? </li></ul>Annual Plan Database Training
  17. 17. Rationale/Resources <ul><li>Rationale – How does this strategy support the college mission and strategic plan? </li></ul><ul><li>What resources will be needed? (This total will also be documented under “Miscellaneous”. </li></ul>Annual Plan Database Training
  18. 18. Measures <ul><li>How will you measure your progress and the success of this strategy? </li></ul><ul><li>Measurable Outcome </li></ul><ul><ul><li>Current Value </li></ul></ul><ul><ul><li>Desired Value </li></ul></ul><ul><ul><li>Actual Value </li></ul></ul>Annual Plan Database Training
  19. 19. Progress Indicators <ul><li>Monitoring Progress </li></ul><ul><li>Current Progress </li></ul>Annual Plan Database Training
  20. 20. Follow-Up <ul><li>Follow-up </li></ul><ul><li>Roll over </li></ul>Annual Plan Database Training
  21. 21. Save Plan Annual Plan Database Training SAVE SAVE SAVE SAVE SAVE SAVE
  22. 22. Questions Annual Plan Database Training
  23. 23. Additional Support/Assistance [email_address] Ext. 5-6567