1. A Strategic Plan for The United States Probation & Pretrial Services System John J. Fitzgerald & Matthew G. Rowland Probation and Pretrial Services Office The Administrative Office of the United States Courts August 2015

2. Proposed Agenda 1. Review progress on the system’s existing strategic plan 2. Explain the current reasons and efforts to update the strategic plan to carry us into the year 2025. 3. Review input received to date from the courts 4. Solicit your input 5. Decide where do we go from here

3. Advantages of a Strategic Plan Clearly defines goals & objectives Helps establish priorities Facilitates communication Provides a means to gauge progress

4. Challenges on the Horizon Workload Changes Increased Congressional and Media Oversight Funding Unpredictability Evolving Practices and Research The Blessing & Curse of Technology

5. Prior Strategic Assessment Report

6. Overarching Recommendations Overarching Recommendation Become a Results-Driven Organization with a Comprehensive Outcome Measurement System Recommendations Set A Organize to Promote Mission Criminal Outcomes Recommendations Set B Staff to Promote Mission-Critical Outcomes Recommendations Set C Resource to Promote Mission-Critical Outcomes

7. Organize to Promote Mission Critical Outcomes Review Appropriate Roles of National Entities Improve Relations with External Stakeholders Implement Community and Field Based Models for Supervision Improve Service Delivery to Underserved Communities Address Stakeholder Safety Concerns

8. Staff to Promote Mission Critical Outcomes Review Alternative Means to Accessing Specialist Knowledge Develop a Succession Plan to Develop Future Leaders Develop a Comprehensive Approach to Training Officers Adjust Human Resources Practices and Policies to Facilitate Recruitment and Retention Improve the Use of Support Staff

9. Resource to Promote Mission Outcomes

10. Overview of Actions Taken

11. Vision & Goals

12. Chiefs Areas of Interest Workload Formula (local differences, support local initiatives, allow for TDYs, training, collaterals, is it fair, transparent, intuitive) National Identity to outside stakeholders (Congress, DOJ, President’s Office, Media, etc.) Recruitment, hiring and retention (inter-district testing/repository system, treatment professionals - paying with LE$, standardize hiring, performance measures) Officer Wellness (target secondary trauma, burn- out, reduction of work (LM), specialist rotation, research on safety, etc.)

13. Chiefs Areas of Interest Staff Certification (PTS, Presentence, PC Supervision, Supervisors, LM, Treatment, Security Cases, Office Reviews, Data Quality, etc. Contracting (streamlining, performance-based, officer role, modalities, evaluating vendor performance) BOP Relationship (PTS preparation, PSR’s, pre- release, common risk assessment, notifications on transfers, training for inmates) Technology (Gen3 single client, PPSO input on IT planning, interagency system integration, data integrity, PSX – better focus on defendant, continuity, accuracy, intuitive, support, case weighting

14. Chiefs Areas of Interest Reduce unnecessary pretrial detention (culture of release, research, use of data) Reduce excessive pretrial release conditions Enhance alternatives to detention (options-, time constraints, based on PTRA, educations, marketing, supervision plan, populations, etc.) Revisit presentence report structure and content (risk based?, value to stakeholders & defendants, national standards, measures) Revisit presentence guide (Monograph 107, post booker, conditions) Conditions recommendation at sentencing (standardization, justifications, research)

15. Chiefs Areas of Interest Operationalizing PCRA results (criminal thinking, case planning, responsivity, addressing risk factors, monitoring, etc.) Assessment tools (revalidate PTRA, informing conditions, add dynamic tool, overrides, use for supervision, targeted populations, building faith in tools, standards for use, etc.) Quality Supervision Contacts (versus quantity, contact standards, how to measure?) Adjusting Supervision Practices for more severe cases STARR (training, implementation, sustainability, measurement, Pretrial)

16. Chiefs Areas of Interest Fidelity Measures (PTRA, PCRA, STARR, etc) Pretrial Research (least restrictive, systems approach, evidence-based approaches) Presentence Measures (what is a useful report?) Supervision Measures (what is success, what is failure and what is in between? district access to FBI arrest data for assessment and research)

17. Chiefs Areas of Interest Inter-district cooperation (collaterals, case transfers, transfer of jurisdiction) Information sharing throughout criminal justice (state/local sharing data about offenders) Inter-district shared expertise (regional specialists, legal, cyber, behavioral analysis, etc.) Revisit Charter for Excellence Increase Judicial understanding of evidence-based decision making and program Reducing fear-based culture (detention, over conditioning, over supervision, less early term, etc.) Address generational gaps, leadership, succession Overcome language barriers

18. Your Thoughts & Feedback?