STRATEGIC PLANNING SYSTEM

Presented by the Office of Institutional Effectiveness

April 2014
User Manual for Submission of
Priorities, Objectives, and Strategies




Overview

The strategic planning effort is facilitated by the Office of Planning & Assessment,
ensuring college wide participation in institutional effectiveness and accreditation
compliance measures. The departments mission is to track and measure College
goals attainment by working with administrators, staff, faculty and student groups
within programs and departments to ensure institutional advancement as
outlined by SACS in Core Requirement 2.5 and Comprehensive Standard 3.3.1.
The following four current College goals were established in February 2012:

1. Improve Academic Performance
2. Make Students Ready for the Job Market
3. Improve Students' Collegiate Experience
4. Improve College's Financial Position

Some goals will have distinct due dates while others will be ongoing from year-to-
year. The system has the functionality to roll over on-going goals and they will not
have to be recreated each year. Each semester the system will be opened for
reporting and you will be asked to record the status of your departmental goals.
During this time, you will have the opportunity to report accomplishments and
provide justification for any goals that may need an extended deadline or
cancellation due to changing circumstances.

We are here to support you; visit us on the Web at
http://www.easternflorida.edu and click Faculty & Staff at the top of the page and
then select Institutional Effectiveness.



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Strategic Planning System Instructions
Start by going to the EFSC Website: http://www.easternflorida.edu
Click on the Faculty & Staff tab in the black bar at the top of the page
Click on the Web-Based Applications link
Scroll down until you see Strategic Planning and click on it
The Strategic Planning login window will appear (direct link -
http://web11.easternflorida.edu/strategic_planning/message.cfm)
You will be prompted to enter your B-Number and PIN number to access
the main page

Main Page

Main Menu
To begin inputting Priorities and Objectives, click on Add a Priority and
Objective
Click on Help to access the Strategic Planning System User Manual


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On the Add a Priority and Objective page, select ONE College Goal
Enter the Priority your top level administrator has determined for the year
Enter your Departmental Objective
Use the Lookup Name link to find the appropriate supervisor, budget
manager, or department chair that will approve your submission.
o Clicking this link will open the Lookup
pop-up window where you can search
for the individual.
Enter the individuals name and
click Search more than one
name may appear
Click Select next to the correct
name
The individuals information (B
Number, First Name, Last Name)
automatically populate in the
applicable fields
Click on Save & Continue

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The following summary page will appear with links to Edit This Goal and to Add
Strategies for This Goal.


Click on Edit This Objective if you would like to edit your objective. The
system will return you to the previous screen where you can make
appropriate changes.

Click on Delete This Objective if you would like to delete your objective. Be
sure this is what you want to do as you will not be able to undo the
deletion.

Click on Add Strategies for This Objective if you are ready to enter your
strategies for your particular objective. You will be directed to the page
below with four sections to complete.












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Strategies describe the steps you need to take to meet the objective.
o All statements should begin with ONE action verb that describes the
action you will take to accomplish your objective (see Appendix A).
Putting the statements in this format ensures that they are
measureable and observable for accomplishment tracking.
Strategies should
begin with an ACTION
verb (see Appendix A)
Performance
Measures should
include a number or
percentage (%)
Choose your
completion date and
indicate if the strategy
is ongoing into the
next fiscal year.

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Eastern Florida State College has various internal and external accountability
measures that we are tasked with documenting and working toward achieving. In
an effort to better document the work we are doing across the college to meet
these measures, the Strategic Planning System for fiscal year 2014-2015 allows us
to track our progress and link our work to the measures.
When adding a strategy you will be able to select which accountability
measures your strategy is working towards or contributing to achieving.
You are not required to select any of the measures; you are encouraged to
do so in an effort to be proactive.
A screenshot of this section of the Add a Strategy page below shows the
options for selection.

The next section of the Add a Strategy page allows you to indicate whether
other departments are needed to achieve the strategy and supply justification.


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The final section of the Add a Strategy page allows you to indicate the
estimated costs associated with your strategy and the type of budget request.
Any strategy that has a cost associated with it and a Yes response to the
questions that follow the cost will require you to provide responses to the
four budget questions that follow. See below screenshot.



















When you have completed the fields of the Add a Strategy page click Save.

Include a cost (use
numeric values)
Click this link to
open a window
that shows a chart
with additional
costs to be added
to the base salary
for requesting
additional faculty
or staff.
These four budget
questions replace
the budget
expenditure form
and must be
answered if you
selected Yes to
any of the previous
questions.
If you have estimates
from a vendor you can
attach them here.

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After saving your strategy in the system you will see a summary page presenting
the priority, objective, and strategies you entered.

If you have additional strategies for the same objective click Add Strategies
for this Objective to do so.

If a strategy requires support from more than one department, you may
add an additional department by clicking Add Needed Department. A pop
up window will appear (see screenshot below). Complete the appropriate
fields and click submit.





When you are done adding strategies to a specific objective click the button
Submit This Objective to send it to the next level of the approval chain for
review and consideration.

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Appendix A: Blooms Taxonomy Action Verb List

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