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Integrating and Evaluating Planning Efforts Across the Institution

Integrating and Evaluating Planning Efforts Across the Institution. Daylene Meuschke Barry Gribbons Michelle Barton Barbara McNeice-Stallard Strengthening Student Success Conference October 5, 2012. Viewer Discretion Advised.

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Integrating and Evaluating Planning Efforts Across the Institution

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  1. Integrating and Evaluating Planning Efforts Across the Institution DayleneMeuschkeBarry Gribbons Michelle Barton Barbara McNeice-Stallard Strengthening Student Success Conference October 5, 2012

  2. Viewer Discretion Advised The materials you are about to see and activities you are about to participate in have been prepared by four practitioners who have nearly 100 years of combined experience in research and planning. The materials are not a guarantee that your college’s planning processes will be magically transformed overnight but should provide some guidelines on how other colleges have integrated their planning processes in accordance with the ACCJC standards. Please enjoy the show! 

  3. Agenda Introduction and Overview of Session Overview of Integrated Planning Integration of Program Review and Budget Strategic Plan Educational Master Plan Implementation Process Challenges Evaluation of Planning Tying it all together

  4. Planning Big Goals: Big Hairy Audacious Goals (BHAGs) Supporting evidence for BHAGs Specific Objectives for Big Goals Goals and Objectives Drive Budget Include everyone Communicate early and often Action Plans Follow up

  5. BHAG Activity – Part 1 Identify one or two BHAGs for your department/unit/division on campus that you want to accomplish over the next 2-3 years. Why is this is a goal for your department/unit/division (i.e., provide a justification for this goal)? What evidence have you collected to justify this goal? If no evidence has been collected, what evidence needs to be collected? What resources are needed to achieve this goal (staff, budget, coordination with other departments, etc.)? Is this goal documented in any other plans?

  6. Integrated Planning:California Community Colleges Directly connect various planning processes • Educational Master Plan • Strategic Plan • Other District/College Plans (Facilities, Staffing, Technology) • Instructional and Support Services Program Plans • SLOs • Financial Resources Planning (i.e., Budget Development) What are your Big Goals? Where do your Big Goals Live?

  7. Integrated Planning:California Community Colleges Inclusive / Respect Collegial Consultation Effective communication Use Data Evaluate the Process

  8. Integrated Planning: Why? Accreditation Requirement Align Resources with Institutional and Department Priorities Articulates what is important to the college Clarifies how the college operates (resource allocation based on priorities)

  9. Integrated Planning:ACCJC Key Elements Data Driven Mission Implementation Re-evaluate Institutional Goals Broad-based / Collegial Process SLOs Resource Allocation Human Resources Physical Resources Technology Resource Allocation ACCJC Reports 20 college on sanctions because of integrated planning. (ACCJC Spring News, Spring 2012)

  10. Integrated Planning Self-Assessment Identify how your college integrates each of the ACCJC key elements. Cite specific evidence that demonstrates the linkages in your plans (e.g., program review and budget). We’ll take a few minutes after the activity to share some examples from the activity.

  11. Examples of Planning Processes:Palomar College

  12. Examples of Planning Processes:College of the Canyons

  13. Examples of Planning Processes: Mt. San Antonio College

  14. Alignment of Planning Timelines: Skyline College

  15. Alignment of Planning Timelines

  16. Alignment of Planning Timelines: College of the Canyons Note: Program Reviews are on a three year cycle with annual updates.

  17. Department Planning: Major Principles College Mission Department Mission Educational and Facilities Master Plan Objectives, especially from SLOs Strategic Plan Resource Allocation • Discretionary Budgets Technology Needs Broad-based Collegial Process Transparency

  18. College of the CanyonsOnline Demo

  19. Department Planning: Palomar College Integrated with Divisional Planning Councils as opposed to a separate committee Two/Three year cycle Includes three parts: • Analysis (Quantitative, Learning Outcomes Assessment) • Planning • Resource Allocation Needs Councils review PRPs • Budgets requests linked to PRPs • Distribution of PRP funds • Division Budgets Councils use PRPs to identify divisional planning priorities for consideration in following year’s Institutional Strategic Plan

  20. Department Planning: Mt. San Antonio College Individual units document planning efforts and accomplishments, annually. Deans, Directors, and V.P.s summarize unit PIEs and submit report to e-PIE. Summaries from IEC may be translated by PAC into new or revised college goals and strategies for upcoming year PIE serves as the vehicle for aligning College goals and institutional processes for evaluation, planning and resource allocation. IEC works with VPs to summarize annual planning efforts for the President’s Advisory Council (PAC). Four VPs submit summaries, including resource requests, to Institutional Effectiveness Committee (IEC)

  21. Department Planning: Other Examples Chaffey College http://www.chaffey.edu/research/planning_documents.htm Crafton Hills (2012 RP Group Excellence in Planning Award) http://www.craftonhills.edu/About_CHC/Research_and_Planning/Planning_and_Program_Review.aspx Tip: Take a look at other colleges that have won awards and/or are not on sanction for lack of integrated planning.

  22. BHAG Activity – Part 2 Return to your BHAG Activity from the beginning of the session. How is your BHAG integrated with the program review and budget processes?

  23. Examples of Strategic Plans: College of the Canyons Organizing and Developing the Strategic Plan External and Internal Data The Rudder: Sets Big Goals Detailed accomplishments and goals drawn exclusively from Department Plans Review Whole Document for Missing Pieces Enter Missing Pieces into Program Reviews

  24. BHAG Activity: Part 3 Return to your BHAG Activity from the beginning of the session. How is your BHAG integrated with the Strategic Plan process? Is there integration with the program review, budget and strategic plan processes?

  25. Educational and Facilities Master Plans External and Internal Data Major Changes • New Centers • New Programs • Organizational Structures and Processes Department-level detail • Data • Long-term goals: Pull first draft from Program Review • Resource needs: Technology, Facilities, Staff, Other

  26. BHAG Activity: Part 4 Return to your BHAG Activity from the beginning of the session. How is your BHAG integrated with the Educational Master Plan process? Is there integration with the program review, budget, strategic plan and Educational Master Plan processes?

  27. Implementation Process Establish a plan of action for integrating the planning processes. Identify who will carry out the actions in each process. Determine how progress will be monitored and communicated to the campus community. Establish an evaluation plan. Discuss results from evaluation of the processes and identify ways to improve it. Implement the changes identified from the evaluation process. Repeat process 

  28. Implementation Timelines

  29. Implementation Example on Monitoring Progress – Palomar Action Plan

  30. Evaluating Planning Individual Plans: Feedback Loops/Enhancements • Master Plan • Strategic Plan • Other Plans Department Plans • Overall Process • All Staff: Surveys Subcommittee Review: Retreat / Focus Group Results: Evidence of Improved Student Learning Examples of Evaluation of Planning Processes can be found in your binder.

  31. Examples of Evaluating Planning: College of the Canyons Program Review Task Force (annual) Faculty / Staff Survey (annual) College Planning Team (annual)

  32. Examples of Evaluating Planning: Mt. San Antonio College http://inside.mtsac.edu/organization/committees/iec/docs/index.html Evaluated by employees through an online survey and/or via their department/unit annual program review process Managers evaluate the process annually and it includes their department/units' evaluation of the process Vice Presidents evaluate the process annually and it includes their immediate managers' evaluation of the process. Institutional Effectiveness Committee (IEC) evaluates the process annually and it is included in the Vice President's annual evaluation President's Advisory Council (shared governance) evaluates the process annually based on the IEC report

  33. Examples of Evaluating Planning: Palomar College Evaluates the Integrated Planning, Evaluation, and Resource Allocation Decision-Making Model (IPM) and the Resource Allocation Model (RAM). Annually, the Strategic Planning Council (SPC) completes a formative evaluation and identifies ways to strengthen and improve the IPM. Upon completion of the three-year Strategic Planning cycle, SPC completes a summative evaluation to assess the effectiveness and outcomes of the IPM and RAM. See handout in your notebook for detailed information on the evaluation process.

  34. BHAG Activity: Part 5-7 Part 5 - How are faculty and staff engaged throughout the planning processes? How is engagement maintained through the processes? Part 6 - How is it implemented? How is effective use of the plans being documented? How is progress being monitored? Part 7 - How are these processes evaluated?

  35. The Paradox of Consultants Fresh views and ideas Plans must be owned by the College and its Departments

  36. Words of Encouragement Don’t be afraid to fail. In good times and in bad times. It’s a cultural change – stick with it. • Budget development • Institutional Action Priorities from department plans Developing expertise takes time. Start now because you will need to go through several iterations.

  37. There is a Silver Lining! You’re developing tools to make the process of integrating planning efficient. It’s a disciplined process drawing from department plans. People feel they have a voice in the planning process, are more engaged, and take ownership of their plans. Integrated planning with budget results in better understanding of resource allocation amongst faculty and staff.

  38. Review of Today’s Discussion and Activities Strategic Plan Sets Direction and Draws Exclusively from Department Plans, even through iterations Master Plan First Draft Draws from Department Plans: Follow up with an interview. Every Budget Request Connected to Department Objective Other District/College Plans Draws from Department Plans Peer Review

  39. Final Activity: Part 8 Reflect on the previous activities. List the next steps with regard to planning for your department, division or the college. What aspects of the planning processes need improvement? What needs to happen to strengthen the integration?

  40. Questions/Concerns?

  41. Contact DayleneMeuschke, Ed.D., Director, Institutional ResearchCollege of the Canyons daylene.meuschke@canyons.edu Barry Gribbons, Ph.D., Asst. Superintendent/V.P., Institutional Research, Technology and Online ServicesCollege of the Canyons barry.gribbons@canyons.edu Michelle Barton, M.S., Director, Institutional Research and Planning and Past President, RP GroupPalomar Community College mbarton@palomar.edu Barbara McNeice-Stallard, M.Sc., Director, Research & Institutional EffectivenessMt. San Antonio College bmcneice-stallard@mtsac.edu

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