1. Annual Plan Database Training October 4, 2006 Annual Plan Database Training October 4, 2006

2. Objectives   Provide an overview of strategic planning   Differentiate strategic plan from annual plan   Describe the purpose of annual strategies in the strategic planning process   Differentiate goals from strategies   Describe tips in writing strategies   Review the different fields located in the annual plan database   Access and input strategies into database Annual Plan Database Training

3. Outline   Introduction – Randy Gonzalez, VP for Finance and Administration   Strategic Planning   Why Strategic Planning?   Goals vs. Strategies   BCTC Strategic Plan   Strategic Goals   Unit Goals   Annual Plan   Calendar   Writing Strategies   Annual Plan Database   Annual Plan Coordinators   Access to Database   Fields   Inputting data   Questions Annual Plan Database Training

4. Annual Plan Calendar Annual Plan Database Training MonthDateActivity September9/5/06 9/13/06 9/27/06 9/28/06 9/30/06 2005-06 Annual Action Plan Report to President’s Cabinet President’s Leadership Team Planning Retreat Annual Plan Database Training 2006-07 Annual Strategy Priorities established October10/15/06Deadline for all Units/Programs annual plans (annual strategies) into Annual Plan Database December12/15/06Deadline for mid-year progress into 2006-07 Annual Plan Database February2/5/07Mid-year Annual Plan Progress Report to President’s Cabinet MarchTBAAnnual Plan Training – “Closing the Loop” April4/18/07President’s Leadership Team Planning Retreat (for 2007-08) May5/15/07 5/30/07 Deadline for all Units/Programs to record progress made on 2006- 07 annual plans (strategies). 2007-08 Annual strategies into Annual Plan Database June6/15/07Strategic Plan Progress Report to Board August8/6/072006-07 Annual Action Plan Report to President’s Cabinet

5. BCTC Five-Year Cycle, One-Year Process Annual Plan Database Training

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. Why Strategic Planning Annual Plan Database Training 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. Richard Alfred, Community College Journal, June/July 2003 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 The strategic planning process helps staff think about long-term strategic investment rather than short-term fixes A well developed strategic plan assists an institution in weathering demanding times/periods A good strategic plan guides an institution toward more effective use of resources The strategic planning process provides opportunity to build greater community trust and participation in decision making A strategic plan helps attract additional resources (institutions with well-developed strategic plans are far more likely to receive additional resources) Vital strategic plans are valuable evidence to accrediting bodies Strategic plans can allow for documented recognition of programmatic and/or campus differences

8. Goal and Strategy Tips Annual Plan Database Training GOAL vs. STRATEGY The “Goal” is the destination while the “Strategy” is the mechanism or pathway to achieve the goal. Strategies should be : S pecific and focused on one idea M easurable and if possible, quantifiable (e.g. “increase by 5%” by fall 2006) A ction oriented (create, demonstrate, develop, establish, implement, increase...) R elevant to the college mission, focus areas, and goals Include a t imeline (starting/ending point)

9. Strategy Development Tips Annual Plan Database Training Strategy Checklist : Is it clearly stated? Will it help achieve the goal? Is it measurable? Does it include a timeline/timeframe? SMART way to remember the fundamental of strategy development: S pecific M easurable A ction-oriented R elevant T ime-bound

10. Access to the Annual Plan Database   [START]   [MY COMPUTER]   [DEPARTMENTS ON BLC-FPSERVER, KCTCSACC,DS,KCTCS.EDU(S:)]   ALL DEPARTMENTS   [ALTERNATE SHORTCUT TO ANNUAL PLAN DATABASE] Annual Plan Database Training

11. Access to the Annual Plan Database Annual Plan Database Training   [OPEN]

12. 2006-07 Annual Plan Database   [2006-2007 Action Plans] Annual Plan Database Training

13. Adding Strategies to Database   [Add a New 2006-2007 Action Plan] Annual Plan Database Training

14. Plan ID   Functional Area   Division or Department   Plan title   Primary/Secondary person responsible Annual Plan Database Training

15. Miscellaneous   Area of Focus   Goal #   Additional goal   Cost   Expected Completion Date   Actual Completion Date Annual Plan Database Training

16. Plan Description   Plan (Strategy)   How will you accomplish your plan? Annual Plan Database Training

17. Rationale/Resources   Rationale – How does this strategy support the college mission and strategic plan?   What resources will be needed? (This total will also be documented under “Miscellaneous”. Annual Plan Database Training

18. Measures   How will you measure your progress and the success of this strategy?   Measurable Outcome   Current Value   Desired Value   Actual Value Annual Plan Database Training

19. Progress Indicators   Monitoring Progress   Current Progress Annual Plan Database Training

20. Follow-Up   Follow-up   Roll over Annual Plan Database Training

21. Save Plan Annual Plan Database Training

22. Questions Annual Plan Database Training

23. Additional Support/Assistance Karman.wheeler@kctcs.edu Ext. 5-6567 Additional Support/Assistance Karman.wheeler@kctcs.edu Ext. 5-6567