Partners in Setting the Pace through Planning

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Partners in Setting the Pace through Planning
Donna M. Simon Assistant Vice President for
Planning and Resource Management January 2005

• Division of Student Affairs

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Annual Planning
If what you are doing is not moving towards
your goals, then it is moving you away from your
goals. Brian Tracy
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Embrace the Core

• Student-centered service
• Partnerships focused on student learning
• Establishing an inclusive community
• Actively building collaborative relationships

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Share the Vision
The Division of Student Affairs inspires students
to engage and succeed in their individual pursuit
of learning as they transform into
dynamic leaders.
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Join the Mission
In alliance with the educational mission of
Northern Illinois University, the Division of
Student Affairs creates student learning
opportunities beyond the classroom that inspire
intellectual, personal, and civic growth for
leadership in a diverse and complex world.
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Goals of Annual Planning

• Activate common Divisional goals
• Operationalize Core Values, Vision, Mission
• Declare intentional direction
• Identify outcomes
• Ensure measurable Key Performance Indicators
  (KPIs)
• Facilitate the collection of longitudinal data
  for research, publications, presentations

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Annual Planning Process

• Inclusive
• All levels of personnel are involved
• Accountability assignments
• Tie to performance evaluations
• Continuous, ongoing, looped process
• Begins with Division goals
• Loops back with Assessment, measuring how well
  Division goals are met

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Annual Planning Process
Consider Outcomes/ Assessment
IMPLEMENTATION
Department Goals Collaboration Partners Action
Plan
Identify Needed Resources
Assess Outcomes

Division Goals
Need More?
Did we meet our goals?
Resource Sharing
Implement Findings
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Division Goals

• Student-centered
• Student learning
• Inclusive community
• Innovative programs and services
• Professional development
• Resource management development
• Technological advancement

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Guidelines for Annual Planning

• Each Departmental goal linked to one or more
  Division goals
• Outcome-based goals
• Key Performance Indicators assessed for each goal
• Annual budget planning driven by annual planning
• Results presented in Annual Report

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Planning Document Housing Dining
Example
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Planning Document Housing Dining
Example
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Planning Document Housing Dining
Example
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Planning Document Housing Dining
Example
Division of Student Affairs 2005-2006
Department Goals Worksheet

• Provide Student-centered programs and services
• Enhance student learning
• Create an inclusive community
• Provide innovative programs and services
• Provide professional development
• Manage and develop resources
• Promote technological advancement

Department Housing Dining
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Planning Document Student Involvement
Example
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Planning Document Student Involvement
Example
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Planning Document Student Involvement Example
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Planning Document Student Involvement Example
Division of Student Affairs 2005-2006
Department Goals Worksheet

• Provide Student-centered programs and services
• Enhance student learning
• Create an inclusive community
• Provide innovative programs and services
• Provide professional development
• Manage and develop resources
• Promote technological advancement

Department Student Involvement Leadership
Development
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Practice Planning Exercise

• Using the worksheets, complete a goal for two
  separate departments in your unit.

Does this goal directly support a Division
goal? Is this a goal one of my top 5-7 priorities
for the year? Have I engaged all prospective
collaborative partners who would add value? Are
the expected outcomes measurable? Did I include
LEARNING outcomes? Do the KPIs adequately inform
progress toward the goal(s)
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Final Thoughts

• Submit your departments top 5 7 goals
• Annual Goal Planning should drive Annual Budget
  Requests
• Annual Planning assessment targets should reflect
  progress toward Division and Departmental goals
• Assessments will be used to refine ongoing
  Departmental initiatives

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Annual Planning Deadlines

• 1st draft due to Assistant Vice Presidents,
  February 25
• Final draft due to Assistant Vice Presidents,
  March 18
• Final draft from Assistant Vice Presidents to
  Vice President for Student Affairs, March 25

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Questions?
Partners in Setting the Pace through Planning
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Annual Planning/Budgeting Deadlines - FY 2006
July 15 FY 2005 Annual Rpt. To AVP for Planning
Apr. 4-22 Budget Mtgs. w/Budget Analyst
Jan. 20 2nd. Qtr. Budget Rpt. FY 2006
Feb. 25 Planning Worksheet Draft I
Oct. 7 KPI Report
June 1 Budget Final Request
Mar. 18 Planning Worksheet Draft II
Mar. 25 Planning Worksheet Final To VP
July 8 FY 2005 Annual Rpt. To AVPs
Oct. 21 1st Qtr. Budget Rpt. FY 2006
July 22 4th Qtr. Budget Rpt. FY 2005
Mar. 11 Budget Draft I
Apr. 22 3rd Qtr. Budget Rpt. FY 2005