Strategic Planning, Implementation, Monitoring, and Reporting

Strategic Planning,
Implementation, Reporting,
and Monitoring
Carlos A. Viera, PhD, SPHR, SHRM-SCP
Director
Planning, Policy Analysis and Grant Program Support
Division of Institutional Effectiveness
Updated 05/30/17

Agenda
2
9:30 am – 9:45 am
Welcome, Introductions, and Overview of
MDC’s Institutional Effectiveness (IE) Model
9:45 am – 10:00 am
Strategic Planning Process, Implementation,
Monitoring, and Reporting
10:00 am – 10:20am
Small Group Activity and
Whole Group Sharing
10:20 am – 10:30 am Q&A and Wrap-Up

About Miami Dade College
3
• 1960
• Largest undergraduate enrollment
• Eight campuses

Institutional Effectiveness at MDC
4
PLANNING
ASSESSMENT
&
EVALUATION
MDC Mission,
Vision, and Values

Institutional Effectiveness at MDC
Action Planning
(5-year)
Collegewide Strategic Planning
(5-year)
Annual
Work
Plans
Y
R
1
Y
R
2
Y
R
3
Y
R
4
Y
R
5
Budget Priorities
Individual employee work
plans which may be required
by unit leadership
Unit Annual
Reports
Internal and External Reports
Other data
collection
MDC Mission,
Vision, and Values
4

Strategic Planning at MDC
• Conducted every five years
• Coordinated by a Collegewide committee
• For 2015–2020 Strategic Plan:
 Focus on fewer strategic goals that yield higher-
impact results;
 Improve alignment between the strategic plan and
annual plans across all levels at the College; and
 Institutionalize processes to monitor performance
for continuous improvement and accountability
6

Process and Timeline
7
1. Review the College's mission, vision, and values
2. Conduct comprehensive environmental scans
3. Engage in collaborative planning and outreach
4. Integrate feedback and develop strategic goals
5. Develop the Collegewide action plan
6. Develop campus, district area, and unit annual plans
7. Monitor and evaluate progress
8. Refine campus, district area, and unit annual plans
2014
2015
2016

Phase 1
Review Mission, Vision, and Values
• Reviewed existing mission, vision, and value
statements based on prior strategic plan
• Surveyed stakeholders and incorporated
feedback
8

Phase 2
Comprehensive Environmental Scans
• SWOT Analysis
• Reviewed literature and best practices and
consulted with subject matter experts
9

Phase 2
Comprehensive Environmental Scans
• External Factors
 Population trends
 Enrollment forecasts
 Labor market trends
 Emerging industries
 Competitive landscape
 Innovations
 Resources
 Policy trends
10
• Internal Factors
 Student success
 Academic quality
 Institutional capacity

Phase 3
Collaborative Planning and Outreach
• Conducted employee town halls on all campuses
• Conducted student focus groups on all
campuses
• Meetings with different stakeholder groups
• Administered a web-based survey to community
stakeholders
11

Phase 3
• Employee Town Halls and Student Focus Groups
 Identify and prioritize strategic issues on which
Miami Dade College should focus in the next five
years
• Agenda
 Update on the strategic planning process
 Overview of the environmental scan
 Exercise
12

Phase 3
• Exercise
 Part 1: Visioning (Individual)
What do you want the MDC of 2020 to look like?
For what do we want MDC to be known locally?
Nationally?
 Gallery walk
Stickers to rate
13

Phase 3
• Exercise
 Part 2: Identifying Strategic Issues (Small Group)
Strategic issue:
• Have broad and deep impact
• Require a multifaceted, multi-stage response from all levels of
the organization
• Are long-term
• May be controversial
 Sharing
14

Phase 3
• Exercise
 Part 3: Prioritizing Strategic Issues (Individual)
Given limited time and resources, on which strategic issues
should the College focus?
 Gallery Walk
Stickers to rate
15

Phase 3
• Behind-the-Scenes
 Staff compiled input from all the town halls and
meetings and analyzed the data to identify themes
16

Phase 4
Setting Strategic Priorities and Goals
• Based on feedback from collaborative planning
sessions, town halls, focus groups, and
meetings, the Strategic Plan Coordinating
Committee drafted strategic priorities and goals
17

Phase 4
18
Intentional focus on the few
things that will move the
College forward

Phase 4
19

Phases 5 and 6
Action Planning 2015–2020
20
• Shared draft priorities and goals with stakeholders
with ask for five-year commitments of how they
would implement the plan
• Five-year Collegewide Action Plan
 Strategic, intentional, coordinated
 Includes Collegewide strategic initiatives
 Includes campus- and unit-specific initiatives that
support the Collegewide strategic goals
Aligned with campus and unit annual plans

Phase 7
Implementation, Reporting, and Monitoring
• Implementation
 9 Collegewide strategic initiatives
 150+ campus- and unit-specific initiatives
• Provided technical assistance
 Plan-Do-Study-Act cycle
Campus and unit planning
Measurement (lead, lag measures)
Alignment with campus- and unit-specific annual planning
and reporting calendar
21

Phase 7
Implementation, Reporting, and Monitoring
• Reporting
 Collegewide strategic initiatives
Quarterly updates
Annual report
 Campus- and unit-specific initiatives
Annual report
• Monitoring
 Opportunities for collaboration and leveraging
 Course correction, if necessary
 New initiatives, if appropriate
22

Phase 8
Refine Annual Plans
• Annual planning and reporting cycle allows for
revision of five-year commitments
 We are currently in Year 2 of Strategic Plan
implementation
Monitoring progress
Providing technical assistance to ensure progress
Providing motivation and encouragement
23

Lessons Learned
• Collaborate
 Transparency throughout the process
 Development of a “living” Strategic Plan that
organization built together
• Communicate
 Expectations
 Follow-up
• Connect
 For efficiency and effectiveness
24

Small Group Activity
Where is your organization in the strategic
planning process?
• Review the Tools and Resources provided to
your group in the folder
• Discuss and share what you find helpful (+) or
would change (Δ) and why?
25

Thank you!
Dr. Carlos A. Viera
Director, Planning and Policy Analysis
Division of Institutional Effectiveness
26

Strategic Planning, Implementation, Monitoring, and Reporting

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Editor's Notes