4dx approach to strategic planning and assessment (posner)
TRANSCRIPT
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Pathway to Success:A Data-Driven Approach to
Strategic Planning
Dr. Deborah Posner, Associate Vice PresidentOffice of Institutional Planning and Effectiveness
Broward College | Fort Lauderdale, FL
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ATD Five Principles
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Aspen Institute Criteria and Award Process
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Habit 1: Be Proactive Habit 2: Begin with the end
in mind Habit 3: Put first things first
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87%
81%
of employees surveyed said they were not held accountable for regular progress on the organization’s goals
had no clear idea what they
should be doing to achieve the
goal
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Discipline 1: Focus on the Wildly Important
Discipline 2: Act on the Lead Measures
Discipline 3: Create a Compelling Scoreboard
Discipline 4: Create a Cadence of Accountability
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1 Report on Last Week’s Commitments
2 Review and Update Scoreboard
3 Make CommitmentsFor Next Week
1
2
3 WIGMEETING
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1 Report on Last Week’s Commitments
2 Review and Update Scoreboard
3 Make CommitmentsFor Next Week
WEEKLY MEETINGLEAD MEASURE
910
1112
13
LAG MEASURE
910111213
SCOREBOARD
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2016-2017 Strategic Planning Process
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2015-16 Performance Funding Model
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2016-17 Strategic Plan Dashboard
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2016-17 Strategic Plan Dashboard
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STAT: Strategic Tracking and Accountability Tool
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2016-17 Weekly Lead Measure Dashboard Example
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2016-17 Weekly Lead Measure Dashboard Example
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Community College Research Center (CCRC) and the AACC Pathways Project
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2015-2016 Strategic Plan Performance
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• Academic Success Centers
• Sweet 16 Course Success Rates
• Developmental/Gateway English
• Seahawk Support
• Professional Development
• Foundation Scholarships
• Community Partnerships
2015-2016Performance Highlights
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CompleteIn ProgressNot Started
ADMINISTRATIONOffice of the President and Office of AdvancementLegal Department, Public Policy and Government AffairsFinancial OperationsHuman Resources and EquityOperationsInformation TechnologyInstitutional Planning and EffectivenessPublic Affairs and Marketing
ACADEMIC AND STUDENT AFFAIRSNorth CampusCentral CampusSouth CampusOnline Campus/Willis Holcombe CenterBachelor ProgramsCareer and Technical Education, Continuing Education, and Workforce DevelopmentDistrict Academic AffairsDivision of Student AffairsInstitutional Research
Institutional Effectiveness
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DEGREE PROGRAMSArts, Humanities, Communication, and Design BusinessAccountingOffice ManagementParalegal StudiesDigital MediaMarketingHospitality ManagementEarly Childhood EducationExceptional Student EducationMiddle Grades EducationSecondary EducationDental Emergency Medical ServicesMedical TechnologyRadiography/Radiation TherapyNuclear Medicine Physical Therapy AssistantMedical AssistingVision Care
Massage TherapyRespiratory CarePharmacy TechnicianNursingRN to BSNInstitute for Public SafetyAutomotive TechnologyMarine EngineeringAviationAircraft MechanicsBuilding ConstructionIndustrial Management TechnologySupply Chain ManagementComputer NetworkingComputer ProgrammingEnvironmental Science TechnologyInformation TechnologySocial Behavioral Sciences and Human Services
Institutional EffectivenessCompleteIn ProgressNot Started
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Institutional Effectiveness Outcomes
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PERFORMANCE RANGE
PAY ADJUSTMENT
1.0% Increase
.75% increase
.5% increase
.25% increase
0%increase
Goal 1 = 1% 1.51 – 2.0% increase
1.01 – 1.5% increase
0.51 – 1.0% increase
0.01 – 0.5%increase
No increase
Goal 2 = 1% 1.51 – 2.0% increase
1.01 – 1.5% increase
0.51 – 1.0% increase
0.01 – 0.5%increase
No increase
Goal 3 = .5% N/A N/A 30,000 or greater
29,400 –29,999
Less than 29,399
NOTE: Maximum potential performance pay increase of 2.5%for all non-bargaining unit employees.
2016-17 Pay for Performance Plan $
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President’s AnnualPerformance Evaluation
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Unit-Level Planning and Assessment
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SMART Goal Examples
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Timeline: Planning, Budget, IE, HR, Program Review
JanuaryCompile data
using Summer, Fall, and
early Spring terms; Prelim IE Findings
FebruaryDevelop Strategic Plan draft
and Budget Proposal
MarchPresent Strategic Plan Draft
and Budgetto BOT
May-JuneFinal IE
Findings & Assessment Plans; Final Budget & Strategic
Plan to BOT
July-SeptProgram Reviews
Completed;HR
Appraisals; IE Actions
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SACSCOC Alignment
Five-Year Strategic Plan (2012-2017)
Ten-Year SACSCOC Reaffirmation Site Visit
Five-Year Strategic Plan (2018-2023)
Fifth-Year SACSCOC Interim
Report
Five-Year Strategic Plan (2023-2028)
Ten-Year SACSCOC Reaffirmation Site
Visit
2014 2019 2024
Ten-Year SACSCOC Reaffirmation Site
Visit
Ten-Year SACSCOC Reaffirmation Site
Visit
Fifth-Year SACSCOC Interim Report
Five-Year Strategic Plan (2012-2017)
Five-Year Strategic Plan (2022-2027)
Five-Year Strategic Plan (2017-2022)
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• Performance Funding Model MetricsState
• Strategic Plan Success MeasuresCollege
• Institutional Effectiveness OutcomesUnit
• Goals and Performance AppraisalsIndividual
Goa
l Alig
nmen
t
2016-17 Pay for Performance Plan $
Goa
l Alig
nmen
t
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Institutional Planning and Effectiveness Cycle
Plan
Budget
Act
Assess
Analyze
Report
Mission
1. State(Performance Metrics)
2. Institutional(BC Strategic Plan & Goals)
3. Unit/Program(IE Plans & Outcomes)
4. Individual(Goals & Appraisals)
Stra
tegi
c G
oals