2008 Spring Semester Workshop

AN INTRODUCTION TOSTRATEGIC PLANNING AND ASSESSMENT

WORKSHOP

T. Gilmour Reeve, Ph.D.Director of Strategic Planning

Introduction to Planning and Assessment

Purposes of Workshop TTU policies and procedures related to planning

and assessment Guidelines for preparing and implementing the

strategic plan Instructions for preparing and submitting the

annual assessment report Strategies for using the assessment reports to

improve programs and services

TTU Policies and ProceduresSouthern Association of Colleges and Schools

Commission on Colleges(SACS-COC)

CR 2.5 The institution engages in ongoing, integrated, and institution-wide research-based planning and evaluation processes that (1) incorporate a systematic review of institutional mission, goals, and outcomes; (2) result in continuing improvement in institutional quality; and (3) demonstrate the institution is effectively accomplishing its mission (Institutional Effectiveness).

TTU Policies and ProceduresSACS-COC

CS 3.3.1 The institution identifies expected outcomes, assesses the extent to which it achieves these outcomes, and provides evidence of improvement based on analysis of the results in each of the following areas:

Educational programs,to include student learning outcomes

Administrative support services Educational support services Research with its educational mission Community/public service within its educational

mission

TTU Policies and ProceduresThere are three basic aspects to these

SACSCOC standards:

The institution DOES planning and assessment;

The institution USES planning and assessment to improve programs and services;

The institution DOCUMENTS the planning and assessment activities and the improvements made.

TTU Policies and ProceduresTECH POLICIES TO ADDRESS

SACS-COC STANDARDSOP 10.13 Strategic Planning and Assessment

for TTU, including all academic programs and support operations

The university, including all academic programs and support operations, is engaged in an ongoing and comprehensive process of planning and assessment.

All areas and units are to have strategic plans and participate in the annual assessment of their plans.

Introduction to Planning and Assessment

OP 10.13 (cont.)

“Academic programs, including program content, quality, and assessment, are the primary responsibility of the faculty within the academic disciplines. Learning outcomes assessments of academic programs are included in the departments’ annual assessment reports.”

Introduction to Planning and Assessment

OP 10.13 (cont.)“Academic department chairs, deans,

and the provost/senior vice president for academic affairs are responsible for ensuring that academic programs are appropriately organized and outcomes of student learning are assessed annually for program improvement.”

Introduction to Planning and Assessment

OP 10.13 (cont.)

Assessment reports are processed from the unit level to the area level through the university administrative organization. Administrators at each level are to ensure that assessment reports from all their units have been completed and submitted.

Assessment reports are used to improve the efficiency and effectiveness of programs and operations for all areas and units.

Introduction to Planning and Assessment

Planning and assessment are not additional tasks to be accomplished

but serve as a systematic approach to accomplishing the university’s, the areas’

and units’ missions and goals.

Introduction to Planning and Assessment

STRATEGIC PLANSAND

ANNUAL ASSESSMENT REPORTS

“A TALE OF TWO DOCUMENTS”

Strategic plans and annual assessment reports are separate but related

documents

Planning and Assessment Workshop

STRATEGIC PLANSPrepared by

division/departmentReviewed regularly and

revised as appropriateIncludes Mission,

Vision/Values, Goals, Benchmarks, Objectives & Strategies

Maintained on Web site & linked to Strategic Plan Web page – publicly accessible

ASSESSMENT REPORTSPrepared annually by

division/departmentUse Templates on

Strategic Plan Web page

Maintained by IRIM – publicly accessible

Address goals and benchmarks from strategic plan

Includes commentary on results and implementation plans for coming year

Planning and AssessmentA Processing Cycle

Planning Strategic Planning (purpose & goals)

Implementationcourses, programs, strategies

AssessmentAnnual Assessment Reporting(measurement & evaluation)

Planning and AssessmentPossible Responses to Assessment:1. No changes needed; 2. Change Purpose and Goals;3. Change Programs, research, service; 4. Change Assessments.

Planningpurpose & goals

ImplementationCourses, programs, strategies

Assessmentmeasurement & evaluation

Planning and Assessment Workshop

STRATEGIC PLANNING: REVISING THE STRATEGIC PLAN

PARTS TO THE STRATEGIC PLANMISSIONVISION + VALUESGOALSBENCHMARKSOBJECTIVES & STRATEGIES

Planning and Assessment Workshop

STRATEGIC PLANNING: REVISING THE STRATEGIC PLAN

Suggestions: Align strategic plan with the university

and division strategic goals to the extent that such an alignment is consistent with the mission and vision of the department.

Be sure to include the important goals that advance the area/unit toward its vision.

Goals do not need to address policy, procedures, or operations as these should be addressed in other documents (OPs, operational handbooks, etc.)

Planning and Assessment Workshop

STRATEGIC PLANNING: REVISING THE UNIT STRATEGIC PLAN

Suggestions: Keep the number of goals limited to those

most critical to achieving department’s vision.

Use only benchmarks that are clearly measurable (quantitative or qualitative measures may be used) and directly relate to the goal.

Engage staff and students in the revision of strategic plans.

Planning and Assessment Workshop

Technical Aspects – Strategic Planning & Assessment

Reports

Basic content on Strategic Planning and Assessment Reports homepage:

Welcome statement; scrolling news; strategic plans and assessment reports; related links;

stratplan help; dashboard; login option

Planning and Assessment Workshop

Getting StartedLogin using eraiderMust have “privileges” assigned to an area or

unit to loginDivision/department leader is given privilegesThen, leader assigns privileges to othersOthers may edit and/or review reports

Planning and Assessment Workshop

A short demonstration http://techdata.irs.ttu.edu/stratreport/

index.asp

Managing Users/URL

Managing Assessment Reports – 4 sections

Locking (submitting reports)

Planning and Assessment Workshop

Goal/Accomplishments a listing of the strategic plan’s goals and accomplishments for each goal for the year

Universal Quantitative Data data for academic departments only

Area/Unit Specific Information data sets created by each area (division) and unit (department)

Strategic Planning Update commentary and implementation plan based on assessments

Planning and Assessment WorkshopSUGGESTIONS for preparing and using

assessment reports:Allow others in division/department to

contribute to and/or review reportsIncorporate information from staff

(publications, elected offices, awards, etc.)

Hold an annual meeting to review and discuss the assessment report (and then document meeting and the decisions made during the meeting)

Planning and Assessment WorkshopSUGGESTIONS (continued): Ensure that assessment reports are:

Consistent with strategic planComplete (provide information in all sections)Accurate and meaningful Timely (update plan and assessments as

needed)Useful (and are used by area/unit)

Each year verify links to strategic plan and contact information

Remember to document what has been assessed and how the assessment led to improvements

Planning and Assessment Workshop

Who uses these assessment reports?

Two other questions will help answer this question:

Who prepared the report? – use the reports as a form of self-study for improvement

Who received the report? – use the reports to discuss planning and resource allocation with directors, associate vice presidents, vice president

Planning and Assessment Workshop

QUESTIONS AND COMMENTS?

THANK YOU!