1. Partners in Setting the Pace through Planning Division of Student Affairs Donna M. Simon Assistant Vice President for Planning and Resource Management January 2005

2. Annual Planning “If what you are doing is not moving towards your goals, then it is moving you away from your goals.” Brian Tracy

3. Embrace the Core Student-centered service Student-centered service Partnerships focused on student learning Partnerships focused on student learning Establishing an inclusive community Establishing an inclusive community Actively building collaborative relationships Actively building collaborative relationships

4. Share the Vision The Division of Student Affairs inspires students to engage and succeed in their individual pursuit of learning as they transform into dynamic leaders.

5. In alliance with the educational mission of Northern Illinois University, the Division of Student Affairs creates student learning opportunities beyond the classroom that inspire intellectual, personal, and civic growth for leadership in a diverse and complex world. Join the Mission

6. Goals of Annual Planning Activate common Divisional goals Operationalize Core Values, Vision, Mission Declare intentional direction Identify outcomes Ensure measurable Key Performance Indicators (KPIs) Facilitate the collection of longitudinal data for research, publications, presentations

7. Annual Planning Process Inclusive All levels of personnel are involved Accountability assignments Tie to performance evaluations Continuous, ongoing, looped process Begins with Division goals Loops back with Assessment, measuring how well Division goals are met

8. Annual Planning Process Division Goals Consider Outcomes/ Assessmen t Consider Outcomes/ Assessmen t Identify Needed Resources Assess Outcomes Department Goals Collaboration Partners Action Plan Need More? Resource Sharing Implement Findings Did we meet our goals? IMPLEMENTATIONIMPLEMENTATION

9. Division Goals 1. Student-centered 2. Student learning 3. Inclusive community 4. Innovative programs and services 5. Professional development 6. Resource management & development 7. Technological advancement

10. Guidelines for Annual Planning Each Departmental goal linked to one or more Division goals Outcome-based goals Key Performance Indicators assessed for each goal Annual budget planning driven by annual planning Results presented in Annual Report

11. Planning Document Housing & Dining Division Goal Department GoalsAction Plan Collaboration Partners Student-centered programs and services Create an Honors’ First Year Residential Experience Designate one floor in Grant. Create training for hall staff. Market the opportunity to incoming students. Honors mentors in each academic college, Orientation staff. Example

12. Planning Document Housing & Dining Objectives Resources Needed/ReallocatedExpected Outcomes □ Innovation □ Problem Solving x Continuing Enhancement □ Staff x Staff time □ New Money x Reallocated $ x Space □ Equipment Other: (a) Increased retention first year Honors students; (b) Increased GPAs; (c) Greater understanding of professors’ expectations Example

13. Planning Document Housing & Dining Key Performance Indicators (KPIs)Current DataAssessment Target (a) Retention analyses; (b) GPA analyses; (c) YFCY survey (a) 80 % first-year honors retention; (b) 2.9 GPA first- year honors; (c) no segmented YFCY data (a) Increase retention.5 %/yr to 87%; (b) increase GPA.1%/yr. to 3.2; (c) attain/maintain YFCY score above national average Example

14. Planning Document Housing & Dining Division Goal Department Goals 2005-2006 Action Plan Collaboration PartnersObjectives Resources Needed/ Reallocated Expected Outcomes Key Performance Indicators (KPIs) Current Data Assessment Target Student- centered programs and services Create an Honors First Year Residential Experience Designate one floor in Grant. Create training for Hall staff. Market the oppor- tunity to incoming students. Honors mentors in each academic college, Orientation staff. □ Innovation □ Problem Solving x Continuing Enhance- ment □ Staff x Staff time □ New Money x Reallocated $ x Space □ Equipment Other: (a) Increased retention of first-year honors students; (b) increased GPAs, (c) greater understand- ing of professors' Expectations (a) Retention analyses; (b) GPA analyses; (c) YFCY survey (a) 80% first year honors retention; (b) 2.9 GPA first-year honors (c) no segmented YFCY data (a) Increase retention.5 %/yr to 87%; (b) increase GPA 1.5%/yr. to 3.3; (c) attain YFCY score above national average 1.Provide Student-centered programs and services 2.Enhance student learning 3.Create an inclusive community 4.Provide innovative programs and services 5.Provide professional development 6.Manage and develop resources 7.Promote technological advancement Department: Housing & Dining Division of Student Affairs: 2005-2006 Department Goals Worksheet Example

15. Planning Document Student Involvement Division Goal Department Goals 2005-2006Action Plan Collaboration Partners Provide Professional Development Create and implement a training curriculum for SPS staff Convene committee to design curriculum; identify NIU experts as instructors; create training calendar; identify delivery methodology; design assessments Experts at NIU; Professional Development Committee; Professional Associations Example

16. Planning Document Student Involvement Objectives Resources Needed/ ReallocatedExpected Outcomes □ Innovation □ Problem Solving x Continuing Enhancement □ Staff x Staff time □ New Money □ Reallocated $ □ Space □ Equipment Other: (a) Reduce employee attrition and sick days; (b) increase student learning through improved services; (c) increase staff proficiencies Example

17. Planning Document Student Involvement Example Key Performance Indicators (KPIs)Current DataAssessment Target (a) Staff employment record analyses; (b) student learning surveys and focus groups; (c) performance evaluations and individual goals met (a) Average staff tenure 1.5 years; average sick days 1.5/month; (b) average student learning indices 4.1; (c) 71 % of individual goals met on average (a) Average staff tenure 4 years; average sick days.5/month; (b) average student learning indices 4.3; (c) 90 % of individual goals met on average

18. Planning Document Student Involvement Example Division Goal Department Goals 2005-2006 Action Plan Collaboration PartnersObjectives Resources Needed/ Reallocated Expected Outcomes Key Performance Indicators (KPIs) Current Data Assessment Target Provide Professional Development Create and implement a training curriculum for SPS staff Convene Committee to design curriculum; identify NIU experts as instructors; create training calendar; Identify delivery Methodology; design assessments Experts at NIU; Professional Development Committee; Professional Associations □Innovation □ Problem Solving x Continuing Enhancement □ Staff x Staff time □ New Money □ Reallocated $ □ Space □ Equipment Other: (a) Reduce employee attrition and sick days; (b) increase student learning through improved services; (c) increase staff proficiency (a) Staff employment Record analyses; (b) student learning surveys and focus groups; (c) performance evaluations and individual goals met (a) Average staff tenure 1.5 years; Average sick days 1.5/month; (b) Average student learning indices 4.1; (c) 71% of individual goals met on average (a) Average staff tenure 4 years; Average sick days.5/month; (b) average student learning indices 4.3; (c) 90% of individual goals met on average 1.Provide Student-centered programs and services 2.Enhance student learning 3.Create an inclusive community 4.Provide innovative programs and services 5.Provide professional development 6.Manage and develop resources 7.Promote technological advancement Department: Student Involvement & Leadership Development Division of Student Affairs: 2005-2006 Department Goals Worksheet

19. Practice Planning Exercise Using the worksheets, complete a goal for two separate departments in your unit. Does this goal directly support a Division goal? Is this a goal one of my top 5-7 priorities for the year? Have I engaged all prospective collaborative partners who would add value? Are the expected outcomes measurable? Did I include LEARNING outcomes? Do the KPIs adequately inform progress toward the goal(s)

20. Final Thoughts Submit your department’s top 5 – 7 goals Annual Goal Planning should drive Annual Budget Requests Annual Planning assessment targets should reflect progress toward Division and Departmental goals Assessments will be used to refine ongoing Departmental initiatives

21. Annual Planning Deadlines 1 st draft due to Assistant Vice Presidents, February 25 Final draft due to Assistant Vice Presidents, March 18 Final draft from Assistant Vice Presidents to Vice President for Student Affairs, March 25

22. Questions? Partners in Setting the Pace through Planning

23. Annual Planning/Budgeting Deadlines - FY 2006 February 2005 March 2005 April 2005 June 2005 July 2005 October 2005 January 2006 Feb. 25 Planning Worksheet Draft I Mar. 11 Budget Draft I Mar. 18 Planning Worksheet Draft II Apr. 4-22 Budget Mtgs. w/Budget Analyst Apr. 22 3 rd Qtr. Budget Rpt. FY 2005 June 1 Budget Final Request July 8 FY 2005 Annual Rpt. To AVPs July 15 FY 2005 Annual Rpt. To AVP for Planning Mar. 25 Planning Worksheet Final To VP July 22 4 th Qtr. Budget Rpt. FY 2005 Oct. 7 KPI Report Oct. 21 1 st Qtr. Budget Rpt. FY 2006 Jan. 20 2 nd. Qtr. Budget Rpt. FY 2006