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DFMStrategicPlanningTrainingApril19,2016MarshaBracke,BrackeandAssociates,Inc.

Makingameasurabledifference

① Why②  Terminology③ Whateveryplanmustdo④  PlanningElements⑤  PerformanceMeasures

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¡  5reasonstodostrategicplanning¡  Exercise

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¡  Ifyoudon’tknowwhereyouaregoing,anyroadwillgetyouthere.§  LewisCarroll,AliceinWonderland

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¡  Clearresultsleadtoclearaction

§  Changetheculture,Changethegame▪  RogerConnorsandTomSmith

¡  Essential¡  Customized¡  Adaptable¡  Alongterminvestment¡  PartofQualityManagement

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¡ Mustbeaccompaniedbycommitmentandaction

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¡  "Plansarenothing.Planningiseverything.”§  SupremeAlliedCommanderinWorldWarII,GeneralDwightD.Eisenhower

¡ Whatisagoodstrategicplan?Thereisnone.Butthereisagoodstrategicplanningprocess."§ ManagementGuruandAuthorTomPeters

¡  Somanyplanningterms¡  Exercise

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¡ Whichonesareright?§  Code§  DFMguide§  Yourjobistomakeitcompelling,essential,andeffective

¡  Anystrategicplanningmethodologyessentiallyanswersthesequestions:1.  Whoarewe?2.  Wherearewe?3.  Wheredowewanttobe?4.  Howdowegetthere?5.  Howwillwemeasureourprogress?

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FundamentalQuestions RequiredElements

Whoarewe? ComprehensiveOutcome-BasedMissionStatementor

Wheredowewanttobe? ComprehensiveOutcome-BasedVisionStatement

Howwillwegetthere? GoalsObjectives/Tasks

Howwillwemeasureourprogress?

PerformanceMeasuresBenchmarks/Targets

Wherearewe? KeyExternalFactors

¡ Mission¡  Vision¡  Goals

§  Objectives§  PerformanceMeasures▪  Benchmark/Targets

¡  KeyExternalFactors

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¡ Whoarewe?§  Broadstatementofpurpose§ Whatdowedo?§ Whodoweserve?§  Howdowedoit?§  Howareweunique?

¡  Framesresponsibilities,prioritiesandactions¡  Freeofjargonandacronyms¡  Clear¡ Memorable¡  Concise

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¡  Isthisagoodmissionstatement?¡  Exercise

¡ Wheredowewanttobe?

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¡  Buildareliableautomobilethatissoaffordablethateveryworkingmancouldhaveoneinhisgarage§  HenryFord

¡  Acomputeroneverydesk,ineveryhome.§  BillGates

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¡  Sendamantothemoonandreturnhimsafelybacktoearthwithinthisdecade.§  PresidentJohnFKennedy

¡  AppealtotheHeart–compelling¡  Strengthens/unifiesorganizationalculture¡  Guidesdecisions,priorities,goals¡  Tangible–outcomebased

§  Canseewhatitlookslikewhenitsdone

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¡ Washington'sstateparkswillbecherisheddestinationswithnatural,cultural,recreational,artistic,andinterpretiveexperiencesthatallWashingtoniansenjoy,appreciate,andproudlysupport.§ WashingtonStateParks

¡  VirginiaEmploymentCommission:

Virginia’sfirstchoiceforWorkforceServices

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¡  Louisianafeaturesavibrant,balancedeconomy;afullyengaged,welleducatedworkforce;andaqualityoflifethatplacesitamongthetoptenstatesinwhichtolive,work,visitanddobusiness.§  Louisiana:Vision2020,StateofLouisianaMasterPlanforEconomicDevelopment

¡ Missionandvisionstatementsintertwined?¡  Theaimistogivecleardirectionandhopefullyinspireadream.¡  Values

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¡  DoyouhaveaVision?¡  OrdoyoujusthaveaVisionStatement?

¡  Ifyouweredoing§  Thebestversionofyourworkpossible,and§  Providingthebestpossibleoutcomesforyourcustomers

¡ Whatwouldthatlooklike?

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¡  Exercise¡  Isitcompelling?¡ Wouldyourecognizeitwhenit’sdone?¡  Suggestions?

¡  Howwillwegetthere?

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¡  Thisplanwillendupontheshelf¡  Wealreadydoourworkwell¡  Weareshortstaffed¡  Theydon’tunderstandus¡  Wecan’tinfluencewhatwecan’tcontrol¡  Wealreadytriedthat¡  Thereisnotenoughfunding¡  Managementwon’tsupportthis¡  Managementneedstotellus¡  Wehaveahighturnoverrate¡  Wearetoobusyalready¡  We’lldoallthisworkandnothingwillhappen

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¡ Wherearewe?§ Weneedtounderstandourcurrentrealityinordertoeffectivelymoveforward

§ Manyapproaches▪  EnvironmentalAssessment▪  KeyExternalFactors▪  Strengths,Weaknesses,Opportunities,Threats▪  HistoricalScan▪  SituationAnalysis

FacilitatedPlanning,ICAAssociates

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¡  OneElementofVision:FairandFunctionalFunding§  Whatisstoppingusfromachievingourvision?▪  Lackoffunding▪  Reimbursementisbudget-basednotneeds-based▪  Costlyforstaff▪  Stagnantfundingandcuts▪  Basedonbudgetnotneeds▪  Nootherfundingsource▪  Highcostofinsurance▪  Ratesdon’tcovercostofservice▪  Lowpayforstaff▪  Highturnover▪  Noabilitytoperpetuatequalityserviceandoutcomes

¡ Wehavenotclearlyandeffectivelycommunicatedthevalue,costs,andcost-benefitsofourservicesintermsthatassistdecision-makers

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FairandFunctionalFunding

Wehavenotclearlyandeffectivelycommunicatedthevalue,costs,andcost-benefitsofourservicesintermsthatassistdecision-makers

Generateasharedunderstandingamongdecision-makersaboutthecost-benefitofourservices

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¡  Groundedintoday’sreality¡  Challenging¡  Impactful¡ Movesyouforward¡ Willchangeovertimeasyouachievethem

¡  Tocontinuetoprovidecustomerservice¡  Toconductoneseminarineveryinstitutioneachyear

¡  Tomaintainour…

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¡  Increasesuccessfulre-entryofyouthreleasedfromtheDepartmentofJuvenileJustice’scorrectionalcenters

¡  ImprovehealthoutcomesforthepeopleofNewMexico

¡  BuildFacultyExcellence

¡  BuildFacultyExcellence§  Objective:▪  Closethegapwithourpeermedianbyhalfoverthenextfiveyearsbyrecruitingtoptenure-trackfacultyoverandabovethenumberneededtooffsetretirementsandacademicturnover.

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FairandFunctionalFunding

Wehavenotclearlyandeffectivelycommunicatedthevalue,costs,andcost-benefitsofourservicesintermsthatassistdecision-makers

Generateasharedunderstandingamongdecision-makersaboutthecost-benefitofourservices

Objective1:ByXdate20%ofourrelevantdecision-makersdemonstrateanincreasedunderstandingofthecost/benefitofourservicesTask:ProduceCost/BenefitAnalysis

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¡  “Ifyouwanttobuildaship,don’tdrumupthementogatherwood,dividetheworkandgiveorders.Instead,teachthemtoyearnforthevastandendlesssea.”§  AntoinedeSaint-Exupery

¡ Whatdifferencedoesitmake?¡ Whicharethebest10?

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Quantity Quality

Effort

Howmuchdidwedo?#

Howwelldidwedoit?%

Effect

Isanyonebetteroff?#

Isanyonebetteroff?%

Quantity Quality

Effort

Numberofhits

Numberofgamesplayed

Battingaverage

Attendancepergame

Effect

#ofgameswon#ofyearsinpostseason

%ofgameswon%ofyearsinpostseason

Baseball

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Quantity Quality

Effort

Howmuchdidwedo?

#ofroadmilesmaintained

Howwelldidwedoit?

%ofmaintenancecompletedonschedule

Effect

Isanyonebetteroff?

#ofaccidents

Isanyonebetteroff?

Rateofaccidentspermile

RoadMaintenance

Quantity Quality

Effort

Howmuchdidwedo?

#ofstudents

Howwelldidwedoit?

Student-teacherratio

Effect

Isanyonebetteroff?

#ofhighschoolgraduates

Isanyonebetteroff?

%ofhighschoolgraduates

Education

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Quantity Quality

Effort

Howmuchdidwedo?

#MostcontrolLeastimportant

Howwelldidwedoit?%

Effect

Isanyonebetteroff?#

Isanyonebetteroff?

%LeastcontrolMostimportant

Quantity Quality

Effort

Howmuchdidwedo?

#ofpersonstreated

Howwelldidwedoit?

%ofstaffwithtraining/certification

Effect

Isanyonebetteroff?

#ofclientsoffofalcoholanddrugs-  Atexit

-  12mosafterexit

Isanyonebetteroff?

%ofclientsoffofalcoholanddrugs-  Atexit

-  12mosafterexit

Drug/AlcoholTreatmentProgram

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Quantity Quality

Effort

Howmuchdidwedo?

#customerserved#activities

Howwelldidwedoit?

%Commonmeasures(workloadratio,staffturnover,staffmoral,traininglevels,workersafety,unitcost,customersatisfaction)

%Activityspecificmeasures(actionstimelyandcorrect,customerscompletingactivity,

actionsmeetingstandards)

Effect

Isanyonebetteroff?

#Pointintimevs.twopointcomparisonmeasures

Isanyonebetteroff?

%Skills/knowledge%Attitude/opinion

%Behavior%Circumstance

GOAL

¡  Ourmeasurescanbeinconflict¡  Requiresbalance/commonsense

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Quantity Quality

Effort

Howmuchdidwedo?

100rides

Howwelldidwedoit?

$1.00perrideThecheapertheridethemoreefficientthe

service

Effect

Isanyonebetteroff?

#100riders

Isanyonebetteroff?10%

Ifweleaveoutpeoplewithdisabilitiesandpeopleinruralareasinordertodrivedownthecostperride,wearenotbeingeffective

HumanServiceTransportation

Quantity Quality

Effort Howmuchdidwedo?#

Howwelldidwedoit?%

Effect

Isanyonebetteroff?#

Isanyonebetteroff?%

Enhancereturntoworkeffortsforinjuredworkersstrugglingwithincreasedbarriersduetotheongoingweakenedeconomicconditions

IdahoIndustrialCommission

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Quantity Quality

Effort Howmuchdidwedo?

Howwelldidwedoit?

Effect Isanyonebetteroff?

Isanyonebetteroff?

Improvetheprocessesandincreasetheoptionsforre-integrationofadultlearners,includingveterans,intotheeducationsystem

StateBoardofEducation

Quantity Quality

Effort

Howmuchdidwedo? Howwelldidwedoit?

Effect

Isanyonebetteroff?#

Isanyonebetteroff?%

MaintainandimprovesurfaceandgroundwaterqualityinIdaho

DepartmentofEnvironmentalQuality

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Quantity Quality

Effort

Howmuchdidwedo?

#MostcontrolLeastimportant

Howwelldidwedoit?%

Effect

Isanyonebetteroff?#

Isanyonebetteroff?

%LeastcontrolMostimportant

Which10?

¡ Measuretheexpected,plannedorintendedresultforaspecificperformancemeasure

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Quantity Quality

Effort

Numberofhits+6pergameNumberofgamesplayed+1

Battingaverage+.3

Attendancepergame+.1

Effect

#ofgameswon+2#ofyearsinpostseason+1

%ofgameswon+.2%ofyearsinpostseason+.5

Baseball

PM FY2012

FY2013

FY2014

FY2015

CurrentYear

#ofgamesplayed actual 15 15 17 18

benchmark 15 15 15 15 15

%ofgameswon actual .10 .25 .60 .90

benchmark .50 .50 .75 .85 1.00

Baseball

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¡  Effectiveperformanceisprecededbypainstakingpreparation§ BrianTracy

MarshaBracke,MA,IAFCPFPresident

Bracke&Associates,Inc.702WIdahoStSte1100

Boise,ID83702208-472-8841

marsha@marshabracke.comwww.brackeandassociates.com