1. Evaluation of FY12 Tracking and FY13 Planning Process
Karen Calhoun
Prepared for owners of FY13 Strategic Actions
24 April 2012

2. FY12-FY13 PROJECT PLAN
FY12 Project Plan

3. Where we are now in the FY12 project plan
now in the plan

4. Key Events for Next Planning Cycle – proposed – merge activity for FY13 monitoring and FY14 planning
Restructure PBC (one time – now)
Map FY13 actions and objectives to owners’ annual goals (performance review process – now)
Establish membership, charge, project plan/timeline for PBC14 (within next month)
Conduct workshop on planning for members of PBC14 – mid-June
SharePoint site and other communications devices – put these in place – continuous internal communications throughout cycle – mid-June
Environmental scan and ULS SWOT analysis – PBC14 – July-August
Future Search workshop? All staff. August-September?
Quarterly reviews of progress against FY13 plan – Sept, Jan, March/April, June
Strategic option analysis for FY14 prepared and delivered to Sr Staff by PBC14 – October-November
Senior Staff approve strategic option analysis – end November
Draft action items – PBC14 – December-January
All staff workshop to review and prioritize actions (voting) - January
Senior Staff use prioritized list to review and complete FY14 plan – January-February
Senior Staff prepare and share report of FY13 achievements – January-February
Submit FY14 plan to provost’s office – end Feb.
Create FY14 activity list, owners, id resources, and timelines for actions - March
Review and socialize actions and owners lists with supervisors – end March; early April
Communicate who will be working on what to (1) owners and (2) ULS colleagues - April
Map FY14 actions and objectives to owners’ annual goals (performance review process) – April/May
Retire PBC14 (party/recognition event) - June
Start the planning cycle over - March - May