4dx approach to strategic planning and assessment (posner)

Pathway to Success:A Data-Driven Approach to

Strategic Planning

Dr. Deborah Posner, Associate Vice PresidentOffice of Institutional Planning and Effectiveness

Broward College | Fort Lauderdale, FL

ATD Five Principles

Aspen Institute Criteria and Award Process

Habit 1: Be Proactive Habit 2: Begin with the end

in mind Habit 3: Put first things first

87%

81%

of employees surveyed said they were not held accountable for regular progress on the organization’s goals

had no clear idea what they

should be doing to achieve the

goal

Discipline 1: Focus on the Wildly Important

Discipline 2: Act on the Lead Measures

Discipline 3: Create a Compelling Scoreboard

Discipline 4: Create a Cadence of Accountability

1 Report on Last Week’s Commitments

2 Review and Update Scoreboard

3 Make CommitmentsFor Next Week

1

2

3 WIGMEETING

1 Report on Last Week’s Commitments

2 Review and Update Scoreboard

3 Make CommitmentsFor Next Week

WEEKLY MEETINGLEAD MEASURE

910

1112

13

LAG MEASURE

910111213

SCOREBOARD

2016-2017 Strategic Planning Process

2015-16 Performance Funding Model

2016-17 Strategic Plan Dashboard

STAT: Strategic Tracking and Accountability Tool

2016-17 Weekly Lead Measure Dashboard Example

Community College Research Center (CCRC) and the AACC Pathways Project

2015-2016 Strategic Plan Performance

• Academic Success Centers

• Sweet 16 Course Success Rates

• Developmental/Gateway English

• Seahawk Support

• Professional Development

• Foundation Scholarships

• Community Partnerships

2015-2016Performance Highlights

CompleteIn ProgressNot Started

ADMINISTRATIONOffice of the President and Office of AdvancementLegal Department, Public Policy and Government AffairsFinancial OperationsHuman Resources and EquityOperationsInformation TechnologyInstitutional Planning and EffectivenessPublic Affairs and Marketing

ACADEMIC AND STUDENT AFFAIRSNorth CampusCentral CampusSouth CampusOnline Campus/Willis Holcombe CenterBachelor ProgramsCareer and Technical Education, Continuing Education, and Workforce DevelopmentDistrict Academic AffairsDivision of Student AffairsInstitutional Research

Institutional Effectiveness

DEGREE PROGRAMSArts, Humanities, Communication, and Design BusinessAccountingOffice ManagementParalegal StudiesDigital MediaMarketingHospitality ManagementEarly Childhood EducationExceptional Student EducationMiddle Grades EducationSecondary EducationDental Emergency Medical ServicesMedical TechnologyRadiography/Radiation TherapyNuclear Medicine Physical Therapy AssistantMedical AssistingVision Care

Massage TherapyRespiratory CarePharmacy TechnicianNursingRN to BSNInstitute for Public SafetyAutomotive TechnologyMarine EngineeringAviationAircraft MechanicsBuilding ConstructionIndustrial Management TechnologySupply Chain ManagementComputer NetworkingComputer ProgrammingEnvironmental Science TechnologyInformation TechnologySocial Behavioral Sciences and Human Services

Institutional EffectivenessCompleteIn ProgressNot Started

Institutional Effectiveness Outcomes

PERFORMANCE RANGE

PAY ADJUSTMENT

1.0% Increase

.75% increase

.5% increase

.25% increase

0%increase

Goal 1 = 1% 1.51 – 2.0% increase

1.01 – 1.5% increase


0.01 – 0.5%increase

No increase

Goal 2 = 1% 1.51 – 2.0% increase



0.01 – 0.5%increase

No increase

Goal 3 = .5% N/A N/A 30,000 or greater

29,400 –29,999

Less than 29,399

NOTE: Maximum potential performance pay increase of 2.5%for all non-bargaining unit employees.

2016-17 Pay for Performance Plan $

President’s AnnualPerformance Evaluation

Unit-Level Planning and Assessment

SMART Goal Examples

Timeline: Planning, Budget, IE, HR, Program Review

JanuaryCompile data

using Summer, Fall, and

early Spring terms; Prelim IE Findings

FebruaryDevelop Strategic Plan draft

and Budget Proposal

MarchPresent Strategic Plan Draft

and Budgetto BOT

May-JuneFinal IE

Findings & Assessment Plans; Final Budget & Strategic

Plan to BOT

July-SeptProgram Reviews

Completed;HR

Appraisals; IE Actions

SACSCOC Alignment

Five-Year Strategic Plan (2012-2017)

Ten-Year SACSCOC Reaffirmation Site Visit


Fifth-Year SACSCOC Interim

Report


Ten-Year SACSCOC Reaffirmation Site

Visit

2014 2019 2024


Visit


Visit

Fifth-Year SACSCOC Interim Report




• Performance Funding Model MetricsState

• Strategic Plan Success MeasuresCollege

• Institutional Effectiveness OutcomesUnit

• Goals and Performance AppraisalsIndividual

Goa

l Alig

nmen

t

2016-17 Pay for Performance Plan $

Goa

l Alig

nmen

t

Institutional Planning and Effectiveness Cycle

Plan

Budget

Act

Assess

Analyze

Report

Mission

1. State(Performance Metrics)

2. Institutional(BC Strategic Plan & Goals)

3. Unit/Program(IE Plans & Outcomes)

4. Individual(Goals & Appraisals)

Stra

tegi

c G

oals

4dx approach to strategic planning and assessment (posner)

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