Georgia’s Strategic Planning Process
Sharon L. Hill, PhD
Governor’s Office of Planning and Budget:
Planning, Research & Evaluation Division
October 28, 2014
www.opb.georgia.gov
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Topics
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State Strategic Plan Framework
Plan Review and Use
Reporting and Accountability
2015 Strategic Plan
Horizon System
Timeline
Innovation Process
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State Strategic Plan
• 5+ year plan (OCGA 45-12-175)
• Articulates state vision and strategic agenda
• Used to evaluate agency budget requests and agency
legislative proposals
• Focuses the state’s strategic efforts
• Defines Governor’s goals for six policy areas
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Governor’s Office of Planning and Budget
State Strategic Planning Framework
State Strategic Plan
(Vision, Goals and Statewide Indicators)
Through alignment,
measurement and
evaluation, the state
strategic planning
framework ensures that
resources are strategically
focused and results are
measureable.
5-year
plan
Alignment
Agency Strategic Plan
(Includes strategy resource planning for:
Technology Investments, Staffing, Facilities)
4-year
plan,
annual
updates
Measurement
Accountability
Evaluation
Agency Performance Report
(Reports progress on strategies, objectives and indicators)
Regular
status
reports
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Governor Deal’s Vision for Georgia
A lean and responsive state government that allows
communities, individuals and businesses to prosper.
Policy Areas
1.
Educated: Developing life-, college-, and work-ready
students
2.
Growing: Creating jobs and growing businesses
3.
Mobile: Transporting people and products in a 21st century
Georgia
4.
Healthy: Accessible care and active lifestyles
5.
Safe: Protecting the public’s safety and security
6.
Responsible and efficient government: Fiscally sound,
principled, conservative
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Agency Strategic Plan
 4-year plan; updated annually
 Aligns with state strategic plan (OCGA 45-12-73)
 Goals and strategies to improve services and outcomes
 Not operational; limited to what is new and different
 Communicates agency direction to stakeholders
 Planning model that works best for the agency
 Standard planning elements reported in Horizon
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Components of a Strategic Plan
 Strategies
 Strategy Description
 Anticipated Benefits
 Agency Partners
 Budget Implications
 Staffing implications
 IT dependencies
 Facilities/space
implications
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Agency Mission
Agency Vision
Agency Core Values
Challenges
Workforce Planning
Enterprise Ideas
Goals
Measurable Objectives
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Plan Review and Feedback
 Enterprise support agencies (ESAs) review plans:
 Governor’s Office of Planning and Budget (OPB)
 Governor’s Office of the Chief Operating Officer (COO)
 Georgia Technology Authority (GTA)
 Department of Administrative Services (DOAS)
 Agencies of the State Properties Officer (SPO)
 State Accounting Office (SAO)
 Comments entered in Horizon, followed by
automated email notification
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Plan Use
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Agency Direction
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Alignment (Resources and Policy)
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Budget Development
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Enterprise Support Planning
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Accountability
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Plan Use: ESA Planning
 OPB: evaluate funding requests and monitor progress on
Governor’s goals
 GTA: identify enterprise technology needs, help agencies
use technology more effectively, and develop the Georgia
Enterprise IT Strategic Plan
 DOAS: identify agency workforce needs and enterprise
procurement opportunities for statewide contracts
 SAO: identify common agencies goals or strategies, which
could be addressed through enterprise solutions
 SPO: identify space needs, coordinate implementation of
infrastructure investments, and support portfolio
management
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Reporting and
Accountability
Performance Reports, Plan Evaluation, Horizon & Timeline
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Agency Performance Reports
 Midyear and Year-end Performance Reports:
All agencies submit in Horizon
OPB prepares state performance reports by policy area
Used to measure achievement of state and agency goals
Agencies report on all state indicators, measurable
objectives and strategies
 Quarterly Performance Updates:
Select agencies submit in Horizon (as designated by
Governor’s Office/OPB)
Agencies report on status of priority strategies and
quarterly state indicators
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Evaluate Progress
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Review progress at internal management meetings
Discuss at Agency Leadership and Policy Collaborative
Meetings for improved accountability
Evaluate and adjust approach
Close out obsolete, completed or consolidated strategies
in year-end performance report
Update plan as needed to accomplish goals
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Horizon System
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Security Online Login
Request access via IT ticket
Few revised data fields
Advance and submit
Agency performance reports
View, print and export features
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Timeline
 Strategic planning guidelines: March 25, 2014
 Horizon open for data entry: April 28, 2014
 Agency strategic plans due: June 13, 2014
 Enterprise support agencies review: July 31, 2014
 Agency performance reports due (all agencies): July 31, 2014;
December 31, 2014; and July 31, 2015
 Quarterly performance reports due (select agencies only): April 18,
2014; October 17, 2014; and April 17, 2015
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New Initiatives
 2014 Annual State Performance Report
 Innovation Process (GTA)
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Governor’s Office of Planning and Budget
2014 Annual State Performance Report
 The Report highlights notable
achievements various agencies
have made toward meeting the
Governor’s Strategic Goals
(Growing, Mobile, Healthy,
Educated, Safe and Responsible
and Efficient).
 Information in the report is
primarily based on the agency
updates entered into Horizon.
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Governor’s Office of Planning and Budget
Innovation Process Team
Purpose
• To provide recommendations for the process, roles and governance to support a
new GTA sponsored Georgia Innovation Program. Innovation has been
defined as helping agencies collaborate to solve problems in new ways using
proven technology
Approach
Develop and recommend a clearly defined and simple process that:
• compliments existing processes
• provides an enterprise perspective
• offers procurement flexibility
• leverages technical support through GTA
• promotes cross agency coordination
• results in cost savings to state
The process should be nimble and is expected to evolve as Georgia gains insight
into what will help agencies make better use of proven technology to meet their
business needs.
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Governor’s Office of Planning and Budget
Fall Strategy Summit
GTA introduced the Innovation Program at the Fall Strategy Summit
on October 27, 2014. During the afternoon breakout sessions, cross
agency teams completed Innovation Briefs outlining their shared
opportunity for improving operations or service delivery in the
following areas:
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Case Management
Information Sharing
Decision Support
Workflow Management
These areas were selected because of their predominance in agency
strategic plans, feedback from a cross-agency advisory committee, an
electronic survey of all invitees, and surveys from prior GTA Summits.
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Governor’s Office of Planning and Budget
What is Innovation?
Agencies collaborating to do things in new
ways using proven technology
Technology
Driven
Business
Driven
Data Driven
{Slide courtesy of GTA}
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Governor’s Office of Planning and Budget
Fostering Innovation
Helping agencies collaborate on new business solutions
using proven technology
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Identify opportunities
Select the ones with big impact potential
Launch cross agency projects
Measure results
{Slide courtesy of GTA}
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Governor’s Office of Planning and Budget
Innovation Process Overview
Innovation Discovery
Investment
Governance (Agency
Budgeting)
Strategy Summit Teams
Investment Governance
Agency Strategic
Planning
Executive Orders
Legislative Directives
Plan Enterprise
Launch
Implement and
Monitor
Enterprise IT Strategy
Executive Councils
{Slide courtesy of GTA}
Propose Ideas
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Governor’s Office of Planning and Budget
Questions?
OPB Planning, Research & Evaluation Staff:
 Sharon Hill, Director
 Alice Zimmerman, Assistant Director
 Ashley Pandit, Strategic Planning Analyst
 Trevor Cason, Intern
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