Master Plan Process FY 2007-09

Proposed Draft

October - February

• Cluster Groups and Units• Identify Initiatives• These are general goals or outcomes that can

be measured• There should only be 5 Initiatives per Cluster

Group

• Example: Increased Student Retention• Measure: Number of students returning from

Fall to the next Fall term• Target: Increase Fall to Fall retention rate by

10 percentage points.

October - February

• Cluster Groups and Units• Identify Measure(s) and Target(s) for the

Initiative

• Example: Increased Student Retention• Measure: Number of students returning from

Fall to the next Fall term• Target: Increase Fall to Fall retention rate by

10 percentage points.

October - February

• Cluster Groups and Units• Identify Initiative Objectives• These are specific action steps or tactics that

will be implemented to achieve the Initiative

• Example: Increased Student Retention• Initiative Objectives:

• Enhance tutoring services• Conduct student focus groups to gather data on

factors impacting student retention• Collect and analyze data on student attendance and

performance patterns during the term to support early intervention efforts

October - February

• Cluster Groups enter data into Master Plan Database• Initiatives• Priority for Initiatives• Measures• Targets• Initiative Objectives

• No dollars are attached to Initiatives and Initiative Objectives at this time.

Mid - February

• Institutional Planning Committee (IPC) reviews Initiatives and Initiative Objectives

• IPC prioritizes Initiatives only• IPC will have all of the information on

Initiatives and Initiative Objectives to shape their prioritizations

Late - February

• Cluster Groups will communicate to their Units the Initiatives approved by the IPC.

• Initiatives prioritized by the IPC with the accompanying Initiative Objectives will be added to the Budget Database to provide a drop-down list for use by Units.

March

• Units will enter their requests for funding into the Budget Database.

• Units will identify • Request is in the list of prioritized

Initiatives and Initiative Objectives or

• Request is a request for additional resources to support unit operations

March

• If the request is part of the Master Plan, the request:• Must directly support one of the IPC

prioritized Initiative• Must be selected from a drop-down list of

Initiative Objectives• Must identify additional resources • Funds• Staff• Facilities• Technology or capital equipment

April

• All Master Plan requests will be extracted from the Budget Database and forwarded to appropriate Cluster Groups

• Cluster Groups will review and edit the Initiative Objectives for their Units

• Cluster Groups will prioritize the Initiative Objectives and submit to IPC subcommittee

April - May

• IPC subcommittee will• Review the prioritized list from Cluster

Groups to ensure consistency with IPC prioritized Initiatives

• Coordinate with other committees or groups for additional information or for additional prioritizations• Facilities Task Force• HR• Technology and Capital Equipment

Committee

May

• IPC submits IPC prioritized Initiatives and Cluster Group prioritized Initiative Objectives to President’s Leadership Team.

May – November of Following Year

• Cluster Groups• Evaluate progress of approved Initiatives• Collect data for measures• Enter data into the Unit Level Effectiveness

Assessment Documentation (ULEAD) database system