Turning wine back into water: Building strategic decisions from the ground up using disaggregated institutional data requires effective processes and IT Julie Arthur and Naomi Doncaster AAIR, November 2009. What is this about?. Overview of corporate planning at SCU - PowerPoint PPT Presentation
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Turning wine back into water: Building strategic decisions from
the ground up using disaggregated institutional data requires
effective processes and IT
Julie Arthur and Naomi DoncasterAAIR, November 2009
What is this about?Overview of corporate planning at SCUPilot
implementation of new process (2008) at organisational unit
(school) levelPilot of SharePoint softwareDevelopment of a planning
formatIdentification KPIs and dataLessons in organisational change
management
Historical Planning cycle (circa 2007)
Jan-MarVC reports on strategic plan performanceVC announces
priority objectives for yr+1Executive course and unit performance
analysis for yr-1May-AprOrganisational unit three year plans
updatedOrganisational unit yr+1 priorities for draft business
plan/University operational planJul-AugYr+1 projections finalised
end August inform budget preparationOct-NovBudget yr+1 to
CouncilBusiness/operational plans to CouncilAnnual reports against
functional/service/compliance plans
Planning 2008Planning framework integrated with budgetPlanning
cycle designed to capture University and organisational unit
(Schools) priorities to feed budgetSchool plans to cross reference
University Strategic Plan and Functional PlansHigher level of
performance reporting incorporatedSchool plans drive Service Plans
(Support Units)
Organisational Unit Planning through SharePoint Pilot
Piloting a process AND an IT product
Lessons 2008
Organisational Unit Plan (2008)Executive summaryReport against
performance yr-1Priority initiatives for yr+1Operations (load,
income, expenditure, staffing)Strategies relative University
SPRequired servicesRisk assessmentPerformance projections
2009 SharePoint and InfoPathCommon platformProcess integrityData
supportSecure environmentSign off processEase of aggregation and
analysis
Sharepoint Planning Page
Sharepoint Lists KPI data
Planning Form Page 1
Planning Form Page 2
Organisational change key learningsData will always be
challengedAggregation at university level not appropriate at school
level with diverse student cohortInternational/domesticWorkers will
always blame toolsKPIs limited by availability of data
