K-State 2025 Department Head Planning Retreat:

Aligning College/Major Unit and Departmental Planning

January 25, 2013

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

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

Advancing K-State 2025 Planning: An Update

Lynn Carlin

• 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

Where We Are

Lynn Carlin

• 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)

College/Major Unit Planning

Lynn Carlin

2025 Website: Our Plans

Lynn Carlin

• 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.

Our Additional Metrics

Lynn Carlin

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

Measuring Our Progress

Lynn Carlin

• 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)

Next Steps

Lynn Carlin

Why Departmental Planning?

Kirk Schulz

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

An Experience with Departmental Planning

Lessons learned from aligning departmental planning with college and university plans

John Floros

Table Discussion

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

Kirk Schulz

Table Discussion

Share ideas from your discussions regarding past experiences with departmental planning.

Kirk Schulz

Setting Expectations for Departmental Planning

Kirk Schulz

• 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

Guiding principles for your planning

Kirk Schulz

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

Providing Resources for Success

Jan Middendorf

Resources• College/Major Unit Strategic Direction Action Plans

and Alignment

• A Visionary Plan for Kansas State University

• Measuring Our Progress: Goals, Outcomes, and Metrics

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

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/

What your plan should include1. 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

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

OEIE Example

What your plan should include3. 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

OEIE Example with College Linkages

What your plan should include4. & 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

Alignment Checklist

Strategic Action Plan & Alignment Template

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

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

College/Major Unit and Departmental Planning Session

Deans, VPs and Department Heads

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?

Breakout RoomsCollege of Agriculture and KSRE: K BallroomCollege of Architecture, Planning & Design: Room 203College of Arts & Sciences: S BallroomCollege of Business: Room 202College of Education: Room 206 College of Engineering: Room 204College of Human Ecology: Room 208College of Veterinary Medicine: Room 205K-State Libraries: Room 207K-State Olathe: Main BallroomK-State Salina: Room 209Student Life: West BallroomUG Studies/Leadership Studies: Main Ballroom

Questions and Comments

What more would you like to know?

Kirk SchulzApril Mason

Departmental Planning