USING THE BUSINESS PLAN FORMAT

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USING THE BUSINESS PLAN FORMAT
Prepared by the Implement the DOT Business
Model Champion Team D1 Deborah Snyder D3
Stephen Corbitt D4 James Wolfe D5 George
Borchit D6 Margaret Callahan D7 Gloria
Harmony CO Larry Ferguson With support from the
District and Central Office Performance
Management Coordinators
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USING THE BUSINESS PLAN FORMAT
This program may be used as either a computer
based learning tool or in support of a
facilitator-led session. You must be using a
computer connected to the DOT INFONET for the
imbedded hyperlinks to function properly. The
material covered in this presentation is taken
directly from the publication A Short Guide To
Building Tiers Two and Three prepared by the
Champion Team and available on the INFONET by
clicking on the link below or going
to http//infonet.dot.state.fl.us/businessmodel/b
usinessplan.htm
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USING THE BUSINESS PLAN FORMAT
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USING THE BUSINESS PLAN FORMAT
THE BUSINESS PLAN FORMAT IS USED FOR ALL TIERS OF
THE PLAN YOU CAN GET A COPY OF THE BLANK FORMAT
FROM THE DOT BUSINESS MODEL INFONET
SITE http//infonet.dot.state.fl.us/businessmodel/
businessplan.htm THE FORMAT IS AVAILABLE TO WORK
IN WORD OR EXCEL DEPENDING ON YOUR PREFERENCE
CLICK HERE TO VIEW TIER ONE BUSINESS PLAN
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USING THE BUSINESS PLAN FORMAT
ENTER THE NAME OF YOUR FUNCTION FOR TIER TWO OR
YOUR FUNCTION OFFICE FOR TIER THREE EXAMPLES TIE
R TWO STATEWIDE MAINTENANCE TIER THREE DISTRICT
2 MAINTENANCE
CLICK HERE FOR A LIST OF TIER TWO FUNCTIONS
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USING THE BUSINESS PLAN FORMAT
ENTER EITHER TIER TWO OR TIER THREE DEPENDING ON
THE LEVEL OF THE PLAN YOU ARE DEVELOPING
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USING THE BUSINESS PLAN FORMAT
CRITERIA AREA REFERS TO THE 7 CRITERIA OF THE DOT
BUSINESS MODEL YOU SHOULD RELATE YOUR OBJECTIVES
TO THE AREA OF THE BUSINESS MODEL THEY
ADDRESS (CONTINUED)
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USING THE BUSINESS PLAN FORMAT
DETERMINE THE CRITERIA AREA BY ASKING THE
QUESTION DOES THE OBJECTIVE AND ITS ACTIVITIES
ADDRESS OR IMPROVE OUR LEADERSHIP SYSTEM? OUR
STRATEGIC PLANNING? CUSTOMER FOCUS?
MEASUREMENT? HUMAN RESOURCES? PROCESSES? OR
ORGANIZATIONAL RESULTS? (CONTINUED)
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USING THE BUSINESS PLAN FORMAT
OFTEN THE OBJECTIVE MIGHT FIT INTO MORE THAN ONE
CRITERIAWHEN THIS HAPPENS, EITHER PUT THE
OBJECTIVE IN THE SAME CRITERIA AS IT WAS IN THE
NEXT HIGHER TIER OR, IF IT IS UNIQUE TO YOUR
TIER, PUT IT IN THE CRITERIA AREA YOU TEAM THINKS
MOST APPLIES (CONTINUED)
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USING THE BUSINESS PLAN FORMAT
LEARN MORE ABOUT THE CRITERIA TO HELP YOU BEST
SELECT THE PROPER CRITERIA AREA BY VISITING THE
DOT BUSINESS MODEL INFONET SITE http//infonet.dot
.state.fl.us/businessmodel/default.htm LOOK IN
THE MENU ITEMS BUSINESS MODEL CRITERIA OR 2006
STERLING CRITERIA
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USING THE BUSINESS PLAN FORMAT
OBJECTIVES (SOME MIGHT CALL THEM GOALS) ARE THE
BROADLY DEFINED ISSUES YOU NEED TO ADDRESS OR
ACCOMPLISH EXAMPLES (FROM TIER ONE) ENHANCE
MOBILITY AND ECONOMIC COMPETITIVENESS IMPROVE
EXTERNAL CUSTOMER SATISFACTION (CONTINUED)
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USING THE BUSINESS PLAN FORMAT
THE FIRST PLACE TO LOOK FOR OBJECTIVES IS IN THE
HIGHER TIERS. YOU WANT TO, AS MUCH AS POSSIBLE,
INCLUDE THE OBJECTIVES FROM THE HIGHER TIERS AS
THEY APPLY TO YOUR FUNCTION OR AREA (CONTINUED)
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USING THE BUSINESS PLAN FORMAT
NEXT, ADD ANY OBJECTIVES THAT ARE UNIQUE TO YOUR
FUNCTION OR AREA THAT DO NOT APPEAR IN THE HIGHER
TIER. THESE COULD INCLUDE SPECIFIC PROJECTS OR
PROGRAMS YOU ARE WORKING ON OR WILL BE WORKING ON
IN THE COMING YEAR OR SO. (CONTINUED)
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USING THE BUSINESS PLAN FORMAT
OBJECTIVES ARE NOT A WISH LIST. YOU SHOULD
INCLUDE THOSE ITEMS YOU ARE WORKING ON NOW OR
WILL BE WORKING ON IN THE NEXT YEAR OR SO THESE
OBJECTIVES AND THEIR ACTIVITIES WILL BE MEASURED
AND REPORTEDINCLUDE MEANINGFUL OBJECTIVES THAT
YOU WILL ADDRESS (CONTINUED)
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USING THE BUSINESS PLAN FORMAT
TO REVIEW THE OBJECTIVES IN TIER ONE OR TIER TWO
GO TO THE DOT BUSINESS MODEL INFONET
SITE http//infonet.dot.state.fl.us/businessmode
l/businessplan.htm FOR TIER ONE LOOK
IN STATEWIDE DOT BUSINESS PLAN (TIER ONE) FOR
TIER TWO LOOK IN TIER TWO PLANS
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USING THE BUSINESS PLAN FORMAT
ACTIVITIES ARE SPECIFIC STATEMENTS OF WHAT YOU
WILL DO TO ADDRESS OR ACCOMPLISH THE STATED
OBJECTIVE ACTIVITIES ARE MOST OFTEN SHOWN IN
CHRONOLOGICAL ORDER SHOWING THE NECESSARY
PROGRESSION OF THE STEPS TO MEET THE
OBJECTIVE. (CONTINUED)
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USING THE BUSINESS PLAN FORMAT
EXAMPLES OF ACTIVITIES (FROM TIER ONE) PREPARE
ACTION PLANS FOR ALL UNITS TO ADDRESS LOCAL
ISSUES AUTOMATE DATA COLLECTION FOR
SYSTEM PUBLISH FINDINGS ON DOT
INFONET (CONTINUED)
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MOST ACTIVITY STATEMENTS WILL BEGIN WITH ACTIONS
VERBS DENOTING THE PROCESS OR TASK(S) THAT MUST
BE DONE TO COMPLETE THEM. (CONTINUED)
USING THE BUSINESS PLAN FORMAT
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USING THE BUSINESS PLAN FORMAT
AS WITH OBJECTIVES, ACTIVITIES ARE NOT A WISH
LIST. THE ACTIVITIES YOU IDENTIFY TO ACCOMPLISH
YOUR OBJECTIVE WILL BE MEASUERD AND REPORTED.
INCLUDE MEANINGFUL ACTIVITIES THAT YOU ARE
CURRENTLY PERFORMING OR WILL BE PERFORMING IN THE
NEXT YEAR OR SO IN SUPPORT OF THE DEFINED
OBJECTIVE. (CONTINUED)
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USING THE BUSINESS PLAN FORMAT
TO REVIEW THE ACTIVITES IN TIER ONE OR TIER TWO,
GO TO THE BUSINESS MODEL INFONET
SITE http//infonet.dot.state.fl.us/businessmode
l/businessplan.htm. FOR TIER ONE LOOK
IN STATEWIDE DOT BUSINESS PLAN (TIER ONE) FOR
TIER TWO LOOK IN TIER TWO PLANS
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PERFORMANCE INDICATORS (MEASURES) ARE THE
MEASURES YOU WILL USE TO DETERMINE THE
EFFECTIVENESS OF YOUR ACTIVITIES AND THE PROGRESS
IN ADDRESSING OR ACCOMPLISHING YOUR OBJECTIVES.
(CONTINUED)
USING THE BUSINESS PLAN FORMAT
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IN MANY CASES, YOU WILL HAVE EXISTING MEASURES
THAT CAN BE USED AS PART OF YOUR BUSINESS PLAN.
IT IS NOT NECESSARY THAT YOU DEVELOP NEW MEASURES
JUST FOR THE BUSINESS PLAN IF MEASURES ALREADY
EXIST. (CONTINUED)
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SOURCES OF EXISTING MEASURES MAY BE LAWS, RULES,
REGULATIONS, PROCEDURES, PROCESS MAPS, THE KEY
PERFORMANCE MEASURES ESTABLISHED BY THE EXECUTIVE
BOARD, ETC. (CONTINUED)
USING THE BUSINESS PLAN FORMAT
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IN SOME CASES, THE MEASURES IDENTIFIED IN THE
HIGHER TIER WILL BE FULLY APPLICABLE TO YOUR
OBJECTIVES AND ACTIVITIES. HOWEVER, AS EACH
SUCCESSIVE TIER IS MORE FOCUSED AND SPECIFIC, IT
IS LIKELY THAT YOU WILL HAVE SIMILARLY FOCUSED
AND SPECIFIC MEASURES. HIGHER TIER MEASURES ARE
ALWAYS A GOOD REFERENCE TO USE IN BUILDING YOUR
MEASURES. (CONTINUED)
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USING THE BUSINESS PLAN FORMAT
EXAMPLES OF PERFORMANCE INDICATORS (FROM TIER
ONE) INCLUDE REDUCTION IN THE NUMBER OF
BICYCLE FATALITIES, SURVEY LEADERSHIP SCORES
FOR ITEMS 5, 12, 16, 18, 23, 32, 35, 44, 52),
EXTERNAL CUSTOMER SATISFACTION (BASED ON
EXTERNAL CUSTOMER SURVEYS). (CONTINUED)
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USING THE BUSINESS PLAN FORMAT
TO REVIEW THE PERFORMANCE INDICATORS (MEASURES)
IN TIER ONE AND TIER TWO, GO TO THE DOT BUSINESS
MODEL INFONET SITE http//infonet.dot.state.fl.
us/businessmodel/businessplan.htm FOR TIER ONE
LOOK IN STATEWIDE DOT BUSINESS PLAN (TIER
ONE) FOR TIER TWO LOOK IN TIER TWO PLANS
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USING THE BUSINESS PLAN FORMAT
TARGETS ARE THE STANDARD OR THE GOAL (OR IN SOME
CASES THE RANGE) THAT A PERFORMANCE INDICATOR
(MEASURE) IS EXPECTED TO MEET TO BE CONSIDERED
ACCEPTABLE OR ACHIEVING EXPECTATIONS. THE TARGET
IS THE COMPARATIVE USED TO EVALUATE THE MEASURE.
TARGETS MAY BE EXPRESSED AS A NUMBER, PERCENTAGE,
DATE (AS IN A DEADLINE), A SCORE,
ETC. (CONTINUED)
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IN SOME CASES, THERE MAY BE MORE THAN ONE TARGET
FOR A GIVEN MEASURE. FOR EXAMPLE, THERE MAY BE
BOTH A DEADLINE DATE AND A PERCENTAGE TO BE
ACHIEVED (PROJECT WILL BE 80 COMPLETE BY OCTOBER
2005). (CONTINUED)
USING THE BUSINESS PLAN FORMAT
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USING THE BUSINESS PLAN FORMAT
IF A NEW MEASURE HAS BEEN ESTABLISHED, IT MAY BE
THAT THE TARGET(S) FOR THAT MEASURE WILL HAVE TO
BE BASED ON A BEST ESTIMATE UNTIL YOU HAVE SOME
EXPERIENCE WITH THE PROGRESS OF THE
MEASURE. TARGETS CAN AND SHOULD BE REFINED AS
PART OF UPDATING AND REPORTING YOUR BUSINESS
PLAN. (CONTINUED)
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TO REVIEW THE TARGETS IN TIER ONE AND TIER TWO,
GO TO THE DOT BUSINESS MODEL INFONET SITE
http//infonet.dot.state.fl.us/businessmodel/bus
inessplan.htm. FOR TIER ONE LOOK IN STATEWIDE
DOT BUSINESS PLAN (TIER ONE) FOR TIER TWO
LOOK IN TIER TWO PLANS
USING THE BUSINESS PLAN FORMAT
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PROGRESS (CURRENT STATUS) IS YOUR ACCOMPLISHMENTS
TO DATE ON ACHIEVING YOUR OBJECTIVE. THIS COLUMN
ON THE FORMAT IS USED TO DO YOUR
MONTHLY/QUARTERLY REPORT. (CONTINUED)
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PROGRESS MAY BE AS SIMPLE AS REPORTING YOUR
MEASURES AGAINST YOUR TARGETS (90 ACHIEVED
THROUGH APRIL 05) OR IT CAN BE A SHORT NARRATIVE.
PROGRESS ALSO SHOULD DOCUMENT CHANGES IN YOUR
PLAN SUCH AS ADDED ACTIVITIES, ADJUSTED TARGETS,
ETC. (CONTINUED)
USING THE BUSINESS PLAN FORMAT
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TO REVIEW THE PROGRESS IN TIER ONE AND TIER TWO,
GO TO THE DOT BUSINESS MODEL INFONET SITE
http//infonet.dot.state.fl.us/businessmodel/bus
inessplan.htm FOR TIER ONE LOOK IN STATEWIDE
DOT BUSINESS PLAN (TIER ONE) FOR TIER TWO
LOOK IN TIER TWO PLANS
USING THE BUSINESS PLAN FORMAT
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THE PERSON(S) RESPONSIBLE IS THE TITLE, POSITION,
OR SOMETIMES THE NAME OF THE PERSON DESIGNATED AS
BEING RESPONSIBLE FOR AN OBJECTIVE, ACTIVITY,
AND/OR MEASURE. (CONTINUED)
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IT IS NOT UNUSUAL FOR THERE TO BE SEVERAL PERSONS
LISTED UNDER PERSON(S) RESPONSIBLE FOR A SINGLE
OBJECTIVE. IN SUCH CASES, THERE SHOULD BE SOME
REFERENCE AS TO WHAT ACTIVITY OR MEASURE EACH
PERSON IS RESPONSIBLE FOR IN THE
PLAN. (CONTINUED)
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USING THE BUSINESS PLAN FORMAT
TO REVIEW THE DESIGNATED PERSONS RESPONSIBLE AND
SEE EXAMPLES OF HOW MULTIPLE LISTINGS FOR A
SINGLE OBJECTIVE ARE DONE, GO TO THE DOT BUSINESS
MODEL INFONET SITE http//infonet.dot.state.fl.
us/businessmodel/businessplan.htm. FOR TIER ONE
LOOK IN STATEWIDE DOT BUSINESS PLAN (TIER
ONE) FOR TIER TWO LOOK IN TIER TWO PLANS
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USING THE BUSINESS PLAN FORMAT
MISSION AND VISION THESE LINES ON THE FIRST
PAGE OF THE BUSINESS PLAN FORMAT ARE FOR SHOWING
THE MISSION AND VISION STATEMENTS OF YOUR
FUNCTION OR UNIT IF YOU HAVE ONE. (CONTINUED)
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USING THE BUSINESS PLAN FORMAT
IF YOU DO NOT HAVE A MISSION OR VISION FOR YOUR
FUNCTION OR UNIT YOU MAY LEAVE THESE LINES BLANK
OR DELETE THEM FROM YOUR PUBLISHED BUSINESS
PLAN. (CONTINUED)
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USING THE BUSINESS PLAN FORMAT
TO SEE EXAMPLES OF MISSION AND VISION STATEMENTS,
GO TO THE DOT BUSINESS MODEL INFONET SITE
http//infonet.dot.state.fl.us/businessmodel/bus
inessplan.htm.
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USING THE BUSINESS PLAN FORMAT
If you have any further questions or would like
to schedule a facilitator to help you prepare
your Tier Two or Tier Three plan, please contact
your Performance Management Office. D1 Nancy
Bassett [phone]  SC 557-2483
D2 Vacant (Contact Central Office for
help) D3 Greg Vickery     [phone]  SC
767-1529 D4 Leo Bray            
[phone]  SC 436-4414 D5 Sybil
Jordan        [phone]  SC
373-5462 D6 Margaret Callahan [phone]  SC
429-6733 D7 Cholo Valenzuela   [phone]  SC
512-7644 CO Larry Ferguson [phone] SC
994-4382 Nikki Nims [phone] SC
994-4386 Rick Kelley [phone] SC
994-4384 Karen Monlyn [phone] SC 994-4385