FY16 SWE Strategic Planning
Process Overview
Jessica Rannow
FY16 President-Elect
July 2015
Relevance
Checkpoint
Relevance
Checkpoint
FY
14
FY
15
FY
16
FY
17
FY
18
SPA
Prep
SPA
Prep
SPA
Prep
SPA
Prep
SPA
Prep
SPA
SPA
SPA2
SPA
SPA3
ASPR
Prep
ASPR
Prep
Y: ASPR
Prep
N: ASPR2
Prep
ASPR
Prep
Y: ASPR
Prep
N: ASPR3
Prep
ASPR
ASPR
ASPR
ASPR2
ASPR
ASPR
ASPR3
ASPR
Actions
ASPR
Actions
ASPR
Actions
ASPR2
Actions
ASPR
Actions
ASPR
Actions
ASPR3
Actions
Current Year
SP
Rewrite
FY
19
Strategic Planning Committee
Strategic Planning Chair – Jacquelyn Nagel
Strategic Planning Chair-Elect – Alexis McKittrick
Finance Committee:
Board of Directors
Chair – Stephanie Gillespie
Colleen Layman - President
Chair-Elect - Diane Beever
Jessica Rannow - PresidentElect
Cindy Hoover – Treasurer
Senate
Jonna Gerken – Director of
To be confirmed
Membership Initiatives
Kathryn Kukla – Region G
3
Purpose and Goals
Maintain the Long-Range Strategic Plan
This is year 3 of the current strategic plan
Review and analyze the Strategic Performance
Assessment of programs and services, the
environmental scan and the financial status of the
Society, to determine progress toward strategic goals
and objectives.
Conduct Annual Strategic Plan Review to discuss
program gaps identified in SPA and review high level 3
year rolling operations plan. Will also be reviewing
the strategic objectives for relevance and will rework
via the ASPR if needed.
4
SPA Overview
SPA = Strategic Performance Assessment
Conducted in conjunction with BOD2 and WE15
Wednesday, October 21st 8:30 am to 3:30 pm
Goal: Review programs & services for performance and
continued strategic alignment
Facilitated by Jay Younger from McKinley (new for FY16)
5
SPA Questions
SPA Questions:
• What is the progress toward each strategic objective?
• How successfully does each related program or service
work toward that strategic objective?
• Are there gaps that are not currently being addressed?
• Are the strategic goals still relevant? (Asked at checkpoint
years 3 and 5)
6
SPA Process
SPC solicits inputs
– HQ provides Environmental Scan and prepares SPA
templates for each strategic objective
– Finance Committee provides financial inputs
– Senate provides relevant Strategic Initiatives inputs
SPC reviews inputs and provides feedback to chair
SPC reviews current year ops plan and 3-year rolling
ops plan
7
ASPR Process
ASPR = Annual Strategic Plan Review
Held in January Prior to Winter Senate Meeting
Goal: Update/develop 3 year rolling operations
plan to progress the strategic objectives
Provide recommendations for FY17 ops plan
8
ASPR Process
• SPC presents results from SPA
• Compare the outcomes of the SPA to rolling 3-year ops plan
• A conversation about the package of programs and services
that support each strategic objective addressing:
–
–
–
–
the effectiveness of current programs
what is in the best interest of the Society moving forward
making data-based decisions
evaluating whether a particular program or service is better aligned with a
different strategic objective
– adjustments to a program or service to re-focus it for better
alignment/effectiveness
• In Year 3, update to strategic objectives if deemed necessary
9
FY16 Schedule
Summer FY16 – SPC solicits inputs for SPA
October 21, 2015 at WE15 – Strategic Performance
Assessment (SPA)
January 2016 – Annual Strategic Plan Review (ASPR)
March/April 2016 at BOD3 – Presentation of results
and recommendations
May 2016 – Final FY17 Ops Plan issued
10