Governor’s Office of Planning and BudgetGovernor’s Office of Planning and Budget

Governor’s Office of Planning and BudgetApril 2013

www.opb.georgia.gov

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Governor’s Office of Planning and Budget

Topics Framework State Strategic Plan Agency Strategic Plan Plan Review and Use Reporting and Accountability Horizon Timeline

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Governor’s Office of Planning and Budget

IntroductionGovernor’s Approach to Strategic Planning:

State government will be strategically focused and accountable for performance

Budget requests and policy decisions will be evaluated against strategic goals

Governor’s Office of Planning and Budget

State Strategic Planning Framework

Through alignment, measurement and evaluation, the state strategic planning framework ensures that resources are strategically focused and results are measureable.

Governor’s Office of Planning and Budget

State Strategic Planning Documents

State Strategic Plan(Goals and Statewide Indicators)

Agency Strategic Plan(Includes strategy resource planning for:

Technology Investments, Staffing, Facilities)

Agency Performance Report

Agency goals align to state goals

Agency reports progress on strategic goals

5+ year timeframe

Regular status reporting

4-year timeframe; annual updates

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Governor’s Office of Planning and Budget

State Strategic Plan 5+ year plan (OCGA 45-12-175) Articulates state vision and strategic

agenda Used to evaluate agency budget requests

and agency legislative proposals Focuses the state’s strategic efforts Defines Governor’s goals for six policy

areas

Governor’s Office of Planning and Budget

Governor Deal’s VisionA lean and responsive state government that allows communities, individuals and businesses to prosper

Governor’s Office of Planning and Budget

Governor Deal’s Policy Areas Educated: Developing life-, college-, and work-ready

students

Growing: Creating jobs and growing businesses

Mobile: Transporting people and products in a 21st century Georgia

Healthy: Accessible care and active lifestyles

Safe: Protecting the public’s safety and security

Responsible and efficient government: Fiscally sound, principled, conservative

Governor’s Office of Planning and Budget

Agency Strategic Planning

OngoingOperations(Whirlwind)(The Base)

StrategicInitiatives

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Governor’s Office of Planning and Budget

Agency Strategic Plan 4-year plan; updated annually

Aligns with state strategic plan (OCGA 45-12-73)

Goals and strategies to improve services and outcomes

Not operational; limited to what is new and different

Communicates agency direction to stakeholders

Planning model that works best for the agency

Standard planning elements reported in Horizon

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Governor’s Office of Planning and Budget

Components of a Strategic Plan Agency Mission Agency Vision Agency Core Values Challenges Workforce Planning Enterprise Ideas Goals Measurable

Objectives

StrategiesStrategy DescriptionAnticipated BenefitsAgency PartnersBudget ImplicationsStaffing implicationsIT dependenciesFacilities/space

implications

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Governor’s Office of Planning and Budget

FY 2013 – 2016 Agency Plan Four-year planning cycle (FY 2013-2016) FY 2013 comprehensive assessment Aligned to Governor Deal’s priorities Tied to budget submission process Performance reports for accountability

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Governor’s Office of Planning and Budget

FY 2014: What’s New? Plan refinement, not directional change

Stay the Course

Evaluate progress, adjust strategies if needed

Address gaps and omissions• State goal alignment

• Strategy details (e.g., cost updates)

• Measureable objective baseline or target data

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Governor’s Office of Planning and Budget

FY 2014: What’s New? Continued Revised data requirements

• Open-ended fields for “other”• New details for workforce planning and technology

investments• Procurement needs included in cost estimate detail• ESAs included among agency partners

Updated guidelines and data entry worksheet

Agency performance reports (in Horizon)

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Governor’s Office of Planning and Budget

Best Practices Align to state goals (consider core purpose)

Address all planning elements

Select goals thoughtfully

Use measureable objectives (X to Y by date)

Use descriptive strategies names

Proofread for publication to web

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Governor’s Office of Planning and Budget

ExamplesGoals Measurable Objectives

Ensure citizens are safe from offenders under state supervision

Optimize customers’ use of automated self-service options

Decrease the 3-year felony reconviction rate of offenders from 26.4% to 24% by FY 2016

Reduce call center wait times from 5 minutes to 3 minutes by 2015

Increase the percent of tax returns filed electronically from 68% to 80% by 2016

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Governor’s Office of Planning and Budget

Objectives vs. Measures?

Characteristics: Agency level Tied to agency goals (temporal) Includes baseline and target

Examples: Decrease the 3-year felony

reconviction rate of offenders from 26% to 24% by FY 2016

Increase the percent of tax returns filed electronically from 68% to 80% by 2016

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Performance Measure Characteristics:

Program specific Longitudinal Unit of measurement

Examples: Three-year felony

reconviction rate for detention centers

Percent of tax returns filed electronically

Measureable Objective

Governor’s Office of Planning and Budget

Strategic Plan Reviews

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Governor’s Office of Planning and Budget

State Planning Feedback Process

Agency Strategic Plan

Enterprise Agency Review OPB, COO, GTA, DOAS, SPO

Due June 14, 2013

July 2013

Horizon System

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Governor’s Office of Planning and Budget

Plan Review Enterprise support agencies (ESAs) review plans:

○ Governor’s Office of Planning and Budget (OPB)

○ Governor’s Office of the Chief Operating Officer (COO)

○ Georgia Technology Authority (GTA)

○ Department of Administrative Services (DOAS)

○ Agencies of the State Properties Officer (SPO)

Comments entered in Horizon, followed by automated email notification

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Governor’s Office of Planning and Budget

Plan Use: Budget Development First and foremost the agency strategic

plan is for the use of the agency.

OPB evaluates budget requests for alignment with agency and state strategic goals.

The agency plans inform the discussion between the agency, OPB and the Governor’s Policy Staff for the next budget development cycle.

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Governor’s Office of Planning and Budget

Plan Use: ESA Planning OPB reviews plans, uses them to evaluate funding

requests, and reports issues to the Governor.

GTA reviews plans to identify agency needs and state trends to understand agency IT investments.

DOAS reviews plans to identify agency workforce needs and to understand the changing demands on the state workforce.

SPO uses strategic plans to identify space needs and to coordinate timing and implementation of infrastructure investments.

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Governor’s Office of Planning and Budget

Performance Reports, Policy Meetings, Plan Evaluation

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Governor’s Office of Planning and Budget

Agency Performance Report Agency performance reports at mid year

and year end (all agencies, all strategies)

Quarterly status reports for select strategies (as designated by Governor’s Office/OPB)

Updates include strategies, measureable objectives and state performance indicators

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Governor’s Office of Planning and Budget

Evaluate Progress Review progress at internal management

meetings

Discuss at Agency Leadership and Policy Collaborative Meetings for improved accountability

Evaluate and adjust approach

Update plan as needed to accomplish goals

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Governor’s Office of Planning and Budget

Horizon System Security Online Login Request access via IT ticket 2014 Worksheet highlights revised fields State goal alignment Advance and submit Agency performance reporting in Horizon

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Governor’s Office of Planning and Budget

Timeline Strategic planning guidelines: April 5, 2013

Horizon open for data entry: May 6, 2013

Agency strategic plans due: June 14, 2013

Enterprise support agencies review: July 2013

Agency performance reports due: Dec. 31, 2013 and July 31, 2014

Quarterly reports due (select agencies only): Oct. 18, 2013 and April 18, 2014

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Governor’s Office of Planning and BudgetGovernor’s Office of Planning and Budget

Let’s review …

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Governor’s Office of Planning and Budget

What You’ve Learned Plan refinement, not directional change Annual update to 2013-2016 plan Align budget requests with plan Objectives are X to Y by date Reporting: bi-annual for all strategies

and quarterly status for select priorities Agency plans due June 14, 2013

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Governor’s Office of Planning and BudgetGovernor’s Office of Planning and Budget

OPB Planning Staff:• Alice Zimmerman, Coordinator• Kathy Kinsella• Allen Fox• Ashley Pandit

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