unit level planning workshop

ByMonica Y. Peters, Ph.D.

Coordinator of Institutional Effectiveness/QEP

Office of Quality Enhancement

Clarify the purpose of unit planning

Simplify the step by step process

Clarify the PURPOSE

Core Requirement 2.5 &

Comprehensive Standard 3.3.1

2.5 (Core Requirement) The institution engages in ongoing, integrated, and institution wide based planning and evaluation processes that:

(1) incorporates a systematic review of institutional mission, goals, and outcomes;

(2) results in continuing improvement in institutional quality; and

(3) demonstrates the institution is effectively accomplishing its mission.

SACS-3.3.1 The institution identifies expected outcomes for its educational programs (including student learning outcomes for educational program) and its administrative and educational support services; assesses whether it achieves these outcomes; and provides evidence of improvement based on analysis of those results. (Institutional Effectiveness)

Strategic PlanningInstitutional Goals

and Objectives

Unit-Level PlanningDepartment-level

Objectives, Strategies,and Expected Outcomes

ULP Results

Strategic Planning Results

{ Every 5 years }

{ Annual }

SIMPLIFYthe Unit Level Process

Purpose Unit Objectives/Related Institutional

Goal(s) and Objective(s) Strategies Expected Outcomes

The purpose statement should include a concise description of the unit’s general mission and core functions.

How to write a departmental purpose statement?

1. Find job description of person responsible for Unit Level Plan.

2. Review essential functions and select the ones that are unique to your office. (These are the core functions for your office).

3. Using these core functions develop your departmental purpose statement.(Purpose statement should include a variety of activities related to your job description.)

Example:

The mission of the Office of Quality Enhancement is to collect, analyze, and interpret data to help the college leadership determine whether Angelina College is fulfilling its mission and strategic goals. The office is responsible for a variety of activities including: implementation of the Quality Enhancement Plan, implementation and analysis of student satisfaction and faculty surveys, annual institutional effectiveness report, completion of all external surveys.

Goals:Question: How can my unit address the institution’s goals and objectives? Think in broad terms when selecting Institutional Goals.

Objectives:Remember for every Institutional Objective you must include the appropriate Institutional Goal.

Administrative Departmental Objectives should be based on job description, core functions, and purpose statement.

Objective statements are specific methods to improve departmental performance.

Each unit must establish between three and eight objectives.

Additionally, the objectives should be measurable.

The most useful objectives are those that are time specific and that are stated in more quantitative, results-oriented terms.

Job descriptions WILL provide some assistance or help when developing objective statements.

Objectives MIGHT be the same from year to

year.

Instructional departments should include objectives related to the following program review areas:1. Student Enrollment

2. Faculty Performance

3. Student Performance

Improve Increase Enhance Decrease Achieve

HINT: Some verbs are easier to measure than other verbs. Notice that the above verbs indicate movement – up or down.

PURPOSE: The office is also responsible for facilitating program review, unit-level planning, learning outcomes assessment, and strategic planning.

OBJECTIVE: Improve effectiveness of unit-level planning process and planning/budgeting process.

Each objective should have three or more strategies.

Strategies should include the specific activities that will lead to the accomplishment of the objective. (Need to use an action verb)

Create Analyze Investigate Survey Establish Attend Conduct Implement Develop Provide

Hints: Use a verb that indicates you are doing something – ACTION! You should be able to answer a strategy statement with ‘yes’ or ‘no’ at the end of the planning period.

OBJECTIVE - Improve effectiveness of unit-level planning process and planning/budgeting process.

STRATEGY – Conduct ongoing training for division directors and program directors on the unit-level planning process.

OBJECTIVE - Improve operations of the Bookstore.

STRATEGY- Reduce Bookstore lines by emphasizing online ordering and implementation of Follett’s Book Now Program.

OBJECTIVE - Improve quality and effectiveness of the Testing Center.

STRATEGY – Evaluate current testing schedule and make changes as needed to better serve the faculty and student.

Outcomes should be tied to the objective and must include some type of measurement.

Hint: Outcomes MIGHT use the same verbs as used in the objectives.

Objective (Increase, decrease)

+Type of measurement

(available by Fall 2009)

=Expected Outcome

EXAMPLES:

by September 1, 2009 increase/decrease by 2% 90% of students available Fall 2009 two or more at least ten increase student satisfaction by 10%

OBJECTIVE - Improve effectiveness of unit-level planning process and planning/budgeting process.

STRATEGY - Conduct ongoing training for division directors and program directors on the unit-level planning process.

EXPECTED OUTCOME – 90% of units will have their plans completed by the September 30, 2009.

OBJECTIVE - Improve operations of the Bookstore.

STRATEGY-Reduce Bookstore lines by emphasizing on-line ordering and implementation of Follett’s Book Now Program.

EXPECTED OUTCOME – Increase use of Book Now Program by 15%.

OBJECTIVE - Improve quality and effectiveness of the Testing Center.

STRATEGY – Evaluate current testing schedule and make changes as needed to better serve the faculty and student.

EXPECTED OUTCOME – Increase Student Satisfaction survey results by 10%.

Coordinator of IE/QEP – WEAVEonline Administrator

September 2009 – Training on WEAVEonline Use Unit Plan Templates to Enter Information

Access WEAVEonline and Assessment Tools from the AC Office of Quality Enhancement Website