Strategic Planning Template, 3-6-07 1 De Anza College Strategic Planning Template Andrew LaManque, Ph.D. De Anza College Research

Strategic Planning Template, 3-6-07 1

De Anza College Strategic Planning Template

Andrew LaManque, Ph.D.

De Anza College Research


Initiative Team Charge

“… the development of comprehensive written plans for the Institutional Initiatives, including the development of budget requests.”

http://www.deanza.fhda.edu/strategicplan/2-13update.html


Report Groups

Institutional Initiatives:• Outreach • Individualized Attention to Student Retention

and Success • Cultural Competence • Community Collaborations

“We therefore sought to combine some of the areas into major initiatives that would simultaneously reflect the work already done and provide a process for crafting actual budgets and personnel proposals.”http://www.deanza.fhda.edu/strategicplan/2-13update.html


Guideline

“A an indication of what future action is required or recommended.”

http://www.allwords.com/word-guideline.html


Initiative Report Guidelines

1) An overview of what we can expect the environment to look like in the next 3 years as it impacts the strategic initiative. This should include a re-examination of the assumptions used to develop the original TIs and areas of focus related to the team.

2) In light of the re-examination, a brief restatement of our institutional goals, as they relate to the strategic initiative.

3) Plans for achieving those goals, e.g. new outreach structure, faculty going out with outreach team, etc. This section should include identification of specific Commitments to Action (CTAs).

4) Identify the institutional infrastructure—the “foundations”— (Professional Development, Curriculum, Communications, Facilities, Technology) needed to support your plans. Detail specific resources as appropriate.


Initiative Report Guidelines

5) A timeline for the activities over the next 3 years.

6) Identification of any additional process or outcome metrics that can be used to measure the impact of the plan. This section should include the original strategic planning metrics, with benchmarks.

7) An assessment plan. This section should include specific proposals for assessing whether the plans have been successful.

8) Budget for the plans. This section should include annual expenditures (2007-08, 2008-09, and 2009-10) needed to obtain the plans outlined in #3. The budget should be itemized by division/departments, if relevant, and whether the expenditure is for equipment, personnel, etc.

9) Communication activities for the plans (feedback of results).


Template

A template (from French templet, diminutive of temple, a part of a weaving loom for keeping it stretched transversely) is a form, mold, or pattern used as a guide to making something.

http://searchwebservices.techtarget.com/sDefinition/0,,sid26_gci213117,00.html


The Report / Initiative Plan

The Overall Initiative Plan

Action Plan 2

Action Plan 3

Action Plan 1


Action Plan Components

a) Incorporates CTAs from ….b) Foundational areas …c) Timeline for the activitiesd) Success of the … can be assessed bye) Communicated via ….f) Budget includesg) Existing Resourcesh) Challengesi) Responsible Unit


Report Components

I. Briefly set the contextA. AssumptionsB. Goals

II. Describe Action Plans in detailIII. Summarize the Action Plans

A. How do they fit into a coherent plan B. Outline the rationale for your approach

IV.Specific institutional metricsV. Mention other items important for this initiative


Foundational Areas

I. Professional Development (for staff and faculty)

II. Curriculum III. Communication IV.Facilities V. Technology

“… there are several Foundational areas of institutional development that were clearly identified through the planning process as critical for the on-going life of the college and for the successful implementation of any Institutional Initiatives.”


Examples of Assumptions

Commuting costs will continue taking a toll on enrollment

Student equity issues remain - diversity and equity issues overlap

The Latino/a 15-24 year old population will grow rapidly over the next 10 years

Funding inadequacy and uncertainty (benefits, growth funding) will continue

Job Corps enrollments will stabilize Distance Learning enrollments will increase

significantly


Indicators of Success

For each Action Plan, what are tangible ways we can demonstrate success?

For example:

Action - targeted mailings to specific zip codes

Indicator of success – an increase in the number of applicants from those zip codes


Goals

In context of the report, remind the reader of previous strategic planning discussions. What is the overall purpose / goal of this

Initiative? Look to the TI’s (Vision / Areas of Focus),

where appropriate. For example:

Increase retention of new and returning target-group students through improved linkage to services and improved teaching http://www.deanza.fhda.edu/strategicplan/initiatives.html


Strategic Planning Document

“We will compile and distribute the four Institutional Initiative plans as a unified, comprehensive strategic planning document for the college. This strategic plan will establish goals and the metrics according to which we will judge our progress, and will animate our budget and staffing proposals for the coming year. It will also serve as the basis of the annual State of the College report.”http://www.deanza.fhda.edu/strategicplan/2-13update.html


Questions

Documents

Strategic Planning Template, 3-6-07 1 De Anza College Strategic Planning Template Andrew LaManque, Ph.D. De Anza College Research