Integrated Planning Definition The planning process; identifies - PowerPoint PPT Presentation

“Integrated” Planning

Definition The planning process; • identifies the goals or objectives to be achieved, • formulates strategies to achieve them, • arranges or creates the means required, and • implements, directs, and monitors all steps in their proper sequence

Levels of Planning Deliberately vague Stable over the long term No prioritization No consideration of Primarily aimed at external Vision constituents resources Mission Statement Actual workable statements to Strategic Goals guide internal planning Tactical Priorities Specific activities and objectives that Explicit statements consider the Unstable Operational Plans current situation Defines priorities Considers resources

Levels of Planning Deliberately vague Stable over the long term Vision No prioritization No consideration of Primarily aimed at external constituents resources Mission Statement Strategic Goals Actual workable statements to guide internal planning Activity Plans Specific activities and objectives that Explicit statements consider the Unstable Activity Plans current situation Defines priorities Considers resources

Tactical Priorities Dead end planning Strategic Goals Tactical Priorities Adds the information needed to develop actionable plans Tactical Priorities consider • Resource availability • Medium term priorities • Staff consultation Undirected planning Service Area Plans

Project Management • Format for Service Area Plans • Set deadlines Monitoring • Achievement A discrete piece of work with set • Named project managers Accountability boundaries of scope, time, • Budget information resources and anticipated • Activities grouped under goal Evaluation outcomes. • Post implementation evaluation • Apply to different areas Standardized • Repeatable, training

Monitoring and Accountability • Everyone's responsibility to be thorough, accurate and up to date Resource Problem Areas Evaluation Allocation • Budget requests • Projects slipping • Achieving the and allocations behind schedule mission • What areas are • Dependency • Project doing what management evaluation

Resource Allocation Identification Consultation / Recommendation Prioritization Confirmation

Strategic Proposals Intent Other Strategic Operating Proposals Allow for innovation and expansion in face of decreasing 11% 1% budgets Academic Supplies Salaries 1% 40% Problems ‘Hijacked’ by IE requests • Benefits Time devoted to decision making/understanding • 27% How does it relate to categorical funding? • How to say no • Classified Salaries 20%

Next Steps • Develop tactical priorities • Share with service areas • Confirm who needs to plan • Distribute planning database • Develop service area plans • Include budget requests (replace strategic proposals?) • Try and secure project management training