Strategic and Financial Planning at St. Petersburg College

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Strategic and Financial Planning at St.
Petersburg College

• A look at SPOL and the Process

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Planning at St. Petersburg College

• Strategic and Financial Planning
• Our Strategic Planning System
• SPOL
• Using SPOL

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Institutional Effectiveness
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Planning And Budgeting Calendar
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Planning And Budgeting CalendarState of Florida
Community College Chancellors Appropriations
Budget Proposal
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Strategic Planning at the Unit Level

• Develop/Review the Units Purpose Statement
• What the unit must accomplish to be successful.
  Articulated in a short paragraph.

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Steps in the process (Key stakeholders
brainstorm)

• What Information Sources Identify Success
• Assessment Tools and Success Factors may need to
  be developed.

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Planning Issues to Considered

• Students/customers satisfaction Are students
  learning? Are customer pleased with
  service/product?
• Internal satisfaction Are we supporting our
  faculty/employees ?
• Societal satisfaction Are we meeting the
  communitys needs?
• Financial performance Are we being good stewards
  of our tax dollars?

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Planning

• Developing Objectives Outcomes Oriented
• Recurring objectives - Dashboard type items
• On your recurring objectives articulate what you
  have to do to be successfully every year to
  accomplish the purpose of your unit
• Tactical Objectives
• Short range

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Strategic Planning

• Characteristics of Objectives
• Specific
• Measurable (How do you know what you believe you
  know)
• What assessment instrument (report, focus group,
  survey, State Directive) made you believe that
  improvement such as an increases, decreases,
  expansion in something was necessary or
  required.
• Desired outcomes
• Aggressive
• Realistic
• Timely

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Strategic Planning
Example of recurring objectives and information sources /assessment tools Graduation Rates Fact book/State Reports Success on State Exams Fact book/State Reports Licensure Rates Fact book/State Reports
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Strategic Planning
Example of tactical objectives/ new initiatives Increase remedial math students' performance in the 01M area on the exit test to an average correct score of 70 by the end of the 2006 academic year. Departmental Reports Increase the number of students enrolled in MAT 201 by 5 over the previous year. SPC Enrollment Reports
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Planning

• Unit Plans based on data
• How do you know what you believe you know?
• Assessment/Evaluation
• What has your unit done in the past?
• What is your unit capable of doing?
• What would be an aggressive objective if you
  optimize your process?
• No hard fast line between recurring and tactical
  objectives.
• Recurring objectives may have more of an
  maintenance orientation.

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More on Measurements

• Productivity
• Number of Ws
• Class size
• Student/customer satisfaction
• Students SSIs, Gen Ed assessments, surveys,
  grades, time to enroll
• External Reviews
• SACS results of strategic planning student
  learning, use of results for improving
  courses/core processes
• FLDOE (done at the college level) disaggregated
  results (ethnic, gender), transfer success
• Internal satisfaction
• On-time, work completed, training, pay
• Societal satisfaction
• Meeting the needs of our community

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Strategic Planning

• Task/Action Plans
• Describes what actually needs to be done
• Schedule courses
• Teach courses
• Register students
• Pay faculty

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New Planning Tool

• SPOL - Strategic Planning On Line
• Developed by IRCC
• Integrated Web based planning system
• Began using in 2005-06 Planning Cycle

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Advantages of SPOL fromthe Planning Unit
Perspective

• Global view of strategic planning
• Awareness of planning efforts of peers
• Impact of plans on other departments
• Share with and learn from others
• Has given the department focus
• Availability of web-based data
• Understanding of institutional processes

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Assessment Planning
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SPOL
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SPOL

• Easy to navigate
• Visually stimulating
• Quality content
• Intuitively understood

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Strategic Planning On-Line

• SQL database
• Web-based
• Integrated systems
• Intensive study of user issues and habits
• FIPSE Grant Best Practices

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History of SPOL

• Bottom up processes
• Broad-based participation
• Shift to paperless systems
• Budget planning and strategic planning are
  integrated
• Two systems were integrated

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Rationale for Integration Strategic Budget
Planning

• Good practice to precede budget planning with
  sound educational planning
• Both processes involve the same people
• Occur at the same time of year
• Processes shape and inform one another
• Budget is part of the short-range plan

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Objectives

• Begin with entering your units objectives. To
  do so, click on the Objective tab on the Main
  Menu.
• Click on your Unit.
• Click on the New Objective tab on the upper
  right hand corner of the screen
• Put most important objectives first, ie
  measurable, aggressive and time factor
• In your Objectives description use words such as
  Improve Increase, Decrease and Enhance

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Objectives

• Click on Objective Type More Info button to
  select your objective type.
• Next click on Strategic Objectives button More
  Info button to select your strategic objective
  that is relevant to your objective.
• Once you enter the Objective, click Save

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Tasks

• Once you have entered the Objective, Click on the
  Task tab and enter the number of the order of
  preference. If you do not enter a number for the
  order of preference, the system will
  automatically enter your Objectives in the order
  that you entered them into SPOL.
• Click New
• Date Field (If you click outside the screen
  check bottom of screen to find another screen)
  Date field is not necessary to complete.
• Managers can add multiple Tasks, by just
  clicking New. Enter your Task Click Save

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Assessment Measures

• Click New and enter data and click Save
• Managers can add multiple Assessment Measures,
  by just clicking New.

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Units Impacted

• Enter data and click Save
• Managers can add multiple Units Impacted, by
  just clicking New

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Unit Purpose

• The Unit Purpose can be reviewed and changed if
  necessary

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SPOL Mid-Year Reports

• Usually completed after Christmas Break
• Go to SPC Home Page
• Click on the Employee tab on the right hand
  side of the page
• Enter your password and username
• This will bring you to Staff Central
• Scroll down mid way on the page to the middle
  column and click on Unit Plans Budget
• Click on Login to SPOL
• Enter password and username

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SPOL Mid-Year Reports

• Go under 2007-2008 fiscal year tab
• Click on Objectives
• Click on Status Report tab. Click New
  button. Enter a statement as to the
  success/failure of this Objective. For example
  Success Rate
• Unit Purpose Just be aware of Purpose. This
  can be done at the Main Menu Objectives

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SPOL End-of-Year Reports

• Usually completed after July and before Christmas
  
• Go under 2006-2007 fiscal year tab
• Click on Objectives
• Two tabs to be completed
• Click on Results tab. Enter a statement as to
  the success/failure of this Objective.

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SPOL End-of-Year Reports

• Click on Use of Results tab
• Enter a statement as to what happened over the
  year that improved your program focus on Student
  learning and success

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New SPOL

• New SPOL version likely with the next planning
  cycle
• Look of the system will change

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Strategic and Financial Planning at St.
Petersburg College

• A look at SPOL and the Process