Aligning Departmental Planning for K-State 2025

1. K-State 2025 Department Head Planning Retreat:Aligning College/Major Unit and Departmental Planning January 25, 2013

2. Today’s Objectives • Further engage departments with colleges/major units in planning and operationalizing K-State 2025 • Set expectations for your departmental planning • Develop a collective understanding of where we are and how we move forward together • Provide resources to assist with your planning April Mason

3. Agenda for the Morning • Welcome/Today’s Purpose – April Mason • Action and alignment planning update – Lynn Carlin • Why departmental planning? – Kirk Schulz, John Floros, All • Moving forward: • Expectations for departmental planning - Kirk Schulz • Planning for 2025/Resources - Jan Middendorf, Lynn Carlin • Break – 10 minutes • Breakouts: Department heads planning session with your Dean or Vice President – All • Q & A and Wrap-up – Kirk Schulz and April Mason April Mason

4. Advancing K-State 2025 Planning: An Update Lynn Carlin

5. Where We Are • Launched the University Visionary Plan • K-State 2025 requires commitment to planning/holding ourselves accountable at all levels • Announced initiatives to: • Align university/college/major unit/departmental planning • Further define university metrics beyond the benchmarks to track progress on our thematic goals Lynn Carlin

6. College/Major Unit Planning • Principles and strategic action planning and alignment template developed to guide process • Initial plans submitted by Deans/VPs after engaging in their own planning processes (May 2012) • Plans reviewed individually and together at fall retreat • determined alignment between university and college plans needed to be strengthened before undertaking departmental planning • identified university metrics for thematic goals for use in further planning • Final college/major units plans submitted (Dec. 2012) Lynn Carlin

7. 2025 Website: Our Plans Lynn Carlin

8. Our Additional Metrics • Why additional university metrics for thematic goals? • The Visionary Goal benchmark metrics are important measures but not our only measures of success. • Everyone has a role to play in moving K-State toward 2025. • We needed additional metrics to track progress to achieving each thematic goal and outcomes. • We identified the need for more quantitative outcomes in College plans. Lynn Carlin

9. Thematic Goal Metrics • Identified by President/Provost in consultation with Deans using criteria you can find on the K-State 2025 website • Derived from initial College/Major Unit plans • Will be used for this phase of planning • May evolve out of college/major unit and departmental planning this spring • Will add appropriate metrics in coming years as needs change and planning evolves Lynn Carlin

10. Measuring Our Progress Lynn Carlin

11. Next Steps • Department Heads Retreat to set expectations/discuss departmental planning (January 25, 2013) • College/Major Unit and associated departmental strategic action and alignment plans linked to the university plan published on the 2025 website (Summer 2013) Lynn Carlin

12. Why Departmental Planning? Kirk Schulz

13. Why Departmental Planning • Why is departmental planning important? • Why align departmental plans with college/major units and university plans? • Why plan from the university/college level “down” rather than “grass roots” departmental planning “up” that drives the college/major unit and university goals and outcomes? Kirk Schulz

14. An Experience with Departmental Planning Lessons learned from aligning departmental planning with college and university plans John Floros

15. Table Discussion Spend 10 minutes at your table discussing your own experiences with departmental planning and what made it valuable (or not). Kirk Schulz

16. Table Discussion Share ideas from your discussions regarding past experiences with departmental planning. Kirk Schulz

17. Setting Expectations for Departmental Planning Kirk Schulz

18. Guiding principles for your planning • Must work for your unit – reflect where you want to go as a department • Should align with your college/major unit and university plans • Goal setting comprehensive in scope • Involve faculty, staff, students, and alumni in departmental planning – this should not be done by just the department head • Be inclusive of all levels • Quantitative measures for outcomes • Use Web tools to aid collaboration • Will translate into operational plans • Relates to budget, staffing, and evaluation Kirk Schulz

19. Additional Comments • Some departments have existing plans – we want to be sure that all of the plans are aligned with K-State 2025. • Avoid the "I will do X if the university gives me Y" types of goals and outcomes. While the plans will be used for resource allocations, each plan needs to have quantitative deliverables which represent stretch goals for each program. • There is no such thing as a PERFECT plan – do the best you can with the full involvement of everyone – and you can modify as your unit has successes and achievements. Kirk Schulz

20. Providing Resources for Success Jan Middendorf

21. Resources • College/Major Unit Strategic Direction Action Plans and Alignment • A Visionary Plan for Kansas State University • Measuring Our Progress: Goals, Outcomes, and Metrics

22. Resources • College/Major Unit/Departmental Strategic Planning and Alignment Guidance and Instructions • K-State 2025 Strategic Action and Alignment Plan Template for Departments • K-State 2025 University Strategic Action Planning Alignment Checklist

23. Resources All resources for K-State 2025 Strategic Action and Alignment Planning are on the K-State 2025 website: http://www.k-state.edu/2025/

24. What your plan should include 1. Your mission, vision, and contribution to K-State 2025 • Vision = Where you are going 2. Your key strategic activities and outcomes • Activities = What you plan to do • Outcomes = What you expect to happen • Focus on key directions, not everything you do • Be sure include key priorities that will require major funding Jan Middendorf

25. What your plan should include • Key outcomes can be both qualitative and quantitative • Include quantitative outcomes phrased as performance targets, using specific “from-to” ranges where possible, i.e., “increase the number of PhDs awarded from X to Y” • Consider the university metrics and nationally relevant metrics when developing quantitative outcomes • Keep the number of outcomes reasonable for reporting progress on your plan Jan Middendorf

26. OEIE Example

27. What your plan should include 3. Direct linkages to your College/Major Unit plan outcomes • Use the College/Major Unit plan to identify the linkages that are relevant to your vision and goals • Not expected to link to every outcome Jan Middendorf

28. OEIE Example with College Linkages

29. What your plan should include 4. & 5. Resources: • What resources and opportunities you have • What resources and opportunities you need • How you propose to acquire them 6. Alignment with the K-State 2025 Visionary Plan • Use the alignment checklist to identify the university’s themes, common elements, outcomes, and metrics that your plan supports Jan Middendorf

30. Alignment Checklist

31. Strategic Action Plan & Alignment Template

32. Support for Planning • You will be working directly with your Dean/ VP regarding your departmental planning and submission of your final plan • For questions about the university plan or overall planning process contact Lynn Carlin or Jan Middendorf • For technical questions about the templates contact OEIE oeie@ksu.edu Jan Middendorf

33. It’s about our future… • It’s not about the template and filling out a form… • It’s about where we’re going and how we are going to get there together! • Enjoy the journey! Jan Middendorf

34. College/Major Unit and Departmental Planning Session Deans, VPs and Department Heads

35. Things to consider • How you will move forward – your plan of action? • How will you involve your faculty, staff, students, and other stakeholders? • What additional resources would be helpful? • What more do you need to know to move forward as a college/major unit and as departments?

36. Breakout Rooms

37. Departmental Planning Questions and CommentsWhat more would you like to know? Kirk Schulz April Mason