INTEGRATED PLANNING:
ADAPTING BEST PRACTICES FOR YOUR COLLEGE
December 17, 2015
DeAnza College
Presenters:
Barry Gribbons, College of the Canyons
Daylene Meuschke, College of the Canyons
Carolyn Holcroft, Foothill College
Denice Inciong, South Orange Community College District
Agenda
10:00-10:10am
Welcome and Overview
10:10-11:00am
Principles of Planning: Part 1
11:00-11:10am
Break
11:10am-Noon
Report Out-Activity: Part 1
Principles of Planning: Part 2
12:00-12:40pm
Working Lunch (Activity: Part 2)
12:40-1:40pm
Report Out-Activity Part 2
Principles of Planning: Part 3
Table Activity: Part 3
1:40-2:00pm
Wrap Up/Closing Comments
Principles of Planning: Part 1
◦ Focused on Big Ideas
◦ Inclusive
◦ Integration
◦ Training
◦ KPI/Data/IEPI indicators/Institution-Set Standards/SLOs
Principles of Planning: Part 2
◦ Follow up/Ongoing
◦ Tools
◦ Evaluation of Planning
◦ Peer Review
◦ District/College coordination with data, goals, KPIs, activities
Principles of Planning: Part 3
◦ Planning and Decision-Making Manual
◦ Culture of planning
◦ Organizational Structures
◦ Outcomes of Planning
◦ Other
2
Principles of Planning:
Part 1
PRINCIPLES OF PLANNING: PART 1
3
Focused on Big Ideas
Educational Master Plan and Program Review focus on the
• Big Goals: Big Hairy
Audacious Goals (BHAGs)
• Supporting evidence for BHAGs
• Specific Objectives for Big Goals
• Don’t forget…Goals and Objectives Drive Budget
COLLEGE OF THE CANYONS - FOCUSED ON BIG IDEAS
4
Inclusive Process
Academic
Senate
Involve people early
and often
Institutional
Effectiveness
& Inclusive
Excellence
CollegeWide
Planning
Team
Program
Review
Planning
Retreats
Inclusive
Enrollment
Management
Business
Services and
PAC-B
Performance
Indicators
Business &
Education
Alliance
Student
Government
SLOs
COLLEGE OF THE CANYONS - INCLUSIVE PROCESS
Classified
Senate
5
COC’s Institutional Effectiveness and Inclusive
Excellence (IE)2 Steering Committee
SSSP
Academic
Senate
S4S
Program
Review
Title V
Performance
Indicators
ASG
Institutional
Effectiveness
& Inclusive
Excellence
Curriculum
Committee
Equity
Business
Services and
PAC-B
HR/EEO/Prof.
Development
Non-credit
CASL
Note: Other groups will be added as needed
Highlights of changes with new structure:
1. Improved communication, collaboration & integrated planning
2. Improved coordination of research, evaluation and
development of plans submitted to the CCCCO
3. Create a common inventory of all activities supporting COC’s
student outcome and institutional goals
4. Streamline processes through utilization of a common solution
form
5. Review progress on indicators relative to goals, establish new
goals, review strategies for achieving goals within Equity, S4S,
SSSP and other efforts, as well as discuss unmet needs and ways
to meet those needs
6. Meet 3/semester (fall/spring, each) with additional meetings for
work groups
7. Assist with review of proposed projects
COLLEGE OF THE CANYONS - INCLUSIVE PROCESS
6
Integration (Between
Departments/Threading)
◦ SSSP/Equity/Basic Skills/Noncredit/Title V – Now part of (IE)2
◦ FYE (Student Services, Basic Skills, Instruction, Research, local high school district)
◦ Title V grant (Student Services, MIS, Research, Instruction, Outreach)
◦ Noncredit / Credit ESL
◦ Learning Communities (e.g., Biological Sciences and Sociology)
◦ Enrollment Management (e.g.,. electronic communication reminders for registration to
students)
◦ Placement Process Changes (SSSP, Institutional Research, Math, English, ESL, Assessment
Center, Academic Affairs and A&R)
COLLEGE OF THE CANYONS - INTEGRATION BETWEEN DEPARTMENTS/THREADING
7
Integration (Strategic Plan)
Drawn
exclusively
from program
review
COLLEGE OF THE CANYONS - INTEGRATION (STRATEGIC PLAN)
8
Integration (Strategic Plan)
Drawn
exclusively
from program
review
COLLEGE OF THE CANYONS - INTEGRATION (STRATEGIC PLAN)
9
Integration (Budget Planning)
◦ Program review
◦ President’s Advisory Council-Budget (PAC-B)
◦ Recent School/Division trainings on completing tying objectives to budget
◦ Instructional Planning form
COLLEGE OF THE CANYONS - INTEGRATION (BUDGET PLANNING)
10
Budget Planning
COLLEGE OF THE CANYONS - INTEGRATION (BUDGET PLANNING)
11
Budget Planning (continued)Budget
Request Entry
COLLEGE OF THE CANYONS - INTEGRATION (BUDGET PLANNING)
12
Budget Planning (continued)
Budget Augmentation Request Ranking
COLLEGE OF THE CANYONS - INTEGRATION (BUDGET PLANNING)
13
Budget Planning (continued)
Budget Connected to
Department Objectives
COLLEGE OF THE CANYONS - INTEGRATION (BUDGET PLANNING)
14
Integration (Staff planning)
Program Review
COLLEGE OF THE CANYONS - INTEGRATION (STAFF PLANNING)
15
Integration (Technology Planning)
◦
◦
◦
◦
Educational and Facilities Master Plan
Technology Master Plan
Program Review
Instructional Planning form
COLLEGE OF THE CANYONS - INTEGRATION (TECHNOLOGY PLANNING)
16
Integration
(College-wide planning)
Examples Include:
◦ Educational & Facilities Master Plan
◦ Strategic Plan
◦ Program Review
◦ Instructional Advisory Council
◦ College-Planning Team (monthly meetings and annual
planning retreat)
◦ President’s Advisory Council on Budget (PAC-B)
◦ CASL (SLOs)
◦ Institutional Effectiveness and Inclusive Excellence (IE)2
steering committee
◦ Business and Education Alliance Meetings with community
members
COLLEGE OF THE CANYONS - INTEGRATION (COLLEGE-WIDE PLANNING)
17
Training
◦
◦
◦
◦
◦
Orientation for new managers and administrators
Flex sessions for faculty and staff (Fall semester)
Management Advisory Council (Annually)
College Planning Team (Annually)
Instructional Advisory Council (Fall semester)
COLLEGE OF THE CANYONS - TRAINING
18
KPI/Data/IEPI indicators/Institution-Set
Standards/SLOs
◦ Institutional Effectiveness and Inclusive Excellence (IE)2
steering committee (previously part of the Performance
Indicators committee – a sub-committee of the College
Planning Team)
◦ Program Review
◦ Committee for the Assessment of Student Learning
(CASL), sub-committee of Academic Senate, reports out
at the College Planning Team
COLLEGE OF THE CANYONS - KPI/DATA/IEPI INDICATORS/INSTITUTION-SET STANDARDS/SLOS
19
KPI/Data/IEPI indicators/Institution-Set
Standards/SLOs
COLLEGE OF THE CANYONS - KPI/DATA/IEPI INDICATORS/INSTITUTION-SET STANDARDS/SLOS
20
PROGRAM REVIEW DATA TABLE
COLLEGE OF THE CANYONS - PROGRAM REVIEW DATA TABLE
21
Applied
BS ENG
BS MATH
BS ESL
Persistence
Distance Ed
Face to Face
30-unit
prepared
30-unit
unprepared
Transfer
Prepared
Degree/Cert
3-years
to Transfer
6-years
to Transfer
25-34
African-Amer/
Black
African-Amer/
Black
Other/
Multiracial
Asian/ Pacific
Islander
Other/
Multiracial
Foster Youth
21-24
Latino/
Hispanic
AfricanAmer/Black
African-Amer/
Black
Latino/
Hispanic
20 to 24
African-Amer/
Black
21-24
CalWorks
35 and above
Male
First Gen
African-Amer/
Black
35 and above
21-24
21-24
Filipino
25 to 29
25 to 29
Amer Indian/
Native Amer.
25-34
Male
Latino/
Hispanic
Female
Male
Male
25-34
25-34
25-34
25-34
40 to 49
35 to 39
21-24
35 and above
Latino/ Hispanic
25-34
AfricanAmer/Black
Female
Female
First Gen
35 and above
35 and above
VE
BOG
40 to 49
35 and above
DSPS
DSPS
Male
Amer Indian/
Native Amer
African-Amer/
Black
Amer Indian/
Native Amer.
Male
Male
Male
Asian/
Pacific Islander
Other
Financial Aid
50 +
Filipino
Amer Indian/
Native Amer.
Asian/ Pacific
Islander
Female
Female
Filipino
Male
Pell Grant
Learning
Disabled
Scholarship
Other
Disability
WorkStudy Aid
Psychological
Disability
Male
Male
Female
African-Amer/
Black
Female
CalWorks
Amer Indian/
Native Amer.
Asian/ Pacific
Islander
Latino/
Hispanic
Asian/ Pacific
Islander
Filipino
AfricanAmer/Black
AfricanAmer/Black
Latino/
Hispanic
Latino/
Hispanic
Asian/
Pacific Islander
Latino/ Hispanic
Asian/ Pacific
Islander
Female
White
Filipino
Latino/ Hispanic
Amer Indian/
Native Amer.
Amer Indian/
Native Amer.
White
EOPS
Filipino
Econ
Disadvantage
Filipino
Amer Indian/
Native Amer.
Unknown/
Declined to State
Latino/ Hispanic
White
Asian/
Pacific Islander
Asian/
Pacific Islander
Unknown/
Declined to State
Female
Other
Disability
EOPS
participant
Latino/
Hispanic
Female
White
Filipino
Other/
Multiracial
White
Unknown/
Declined to State
Filipino
Filipino
First Gen
Amer Indian/
Native Amer.
Psychological
Disability
Latino/
Hispanic
White
Amer Indian/
Native Amer.
Unknown/
Declined to State
White
18-21
Unknown/
Declined to State
Other/
Multiracial
Latino/
Hispanic
White
Female
White
EOPS
participant
Filipino
White
Pell Grant
18-20
17 or Less
African-Amer/
Black
18-20
21-24
18 & 19
Filipino
DSPS
DSPS
35 and above
20 to 24
Uknown
EOPS
EOPS
EOPS
First Gen
Male
White
EOPS
CalWorks
CalWorks
CalWorks
DSPS
Female
18 & 19
Econ
Disadvantage
CalWorks
Econ
Disadvantage
Econ
Disadvantage
Econ
Disadvantage
CalWorks
African-Amer/
Black
Loans
Foster Youth
Foster Youth
Econ
Disadvantage
Foster Youth
Foster Youth
Foster Youth
Econ
Disadvantage
Amer Indian/
Native Amer.
Hearing
Impaired
VE
VE
VE
VE
VE
VE
Foster Youth
Asian/
Pacific Islander
Male
Unknown/
Declined to State
Asian/ Pacific
Islander
Other/
Multiracial
Unknown/
Declined to State
21-25
18-20
18-20
White
Unknown/
Declined to State
Other/
Multiracial
Filipino
18-20
18-20
25-35
21-24
21-24
Unknown/
Declined to State
Other/
Multiracial
18-20
White
21-24
21-24
36 and above
25-34
25-34
Other/
Multiracial
18-20
Other/
Multiracial
First Gen
Unknown/
Declined to State
25-34
First Gen
First Gen
35 and above
35 and above
18-20
First Gen
DSPS
Other/
Multiracial
35 and above
DSPS
DSPS
DSPS
First Gen
DSPS
EOPS
18-20
First Gen
EOPS
EOPS
EOPS
DSPS
CalWorks
First Gen
EOPS
CalWorks
CalWorks
CalWorks
Econ
Disadvantage
EOPS
Econ
Disadvantage
Econ
Disadvantage
Econ
Disadvantage
Foster Youth
Foster Youth
Foster Youth
Foster Youth
VE
VE
VE
VE
Legend:
Red
Orange
BOG
Other
Financial Aid
STUDENT EQUITY DATA AT A GLANCE
Amer Indian/
Native Amer.
Unknown/
Declined to State
Asian/
Other/Multi racial
Pacific Islander
Uknown
Female
35 to 39
Amer Indian/
Native Amer.
50 +
Asian/
Pacific Islander
Loans
17 or Less
Yellow
Hearing
Impaired
Scholarship
Green
Learning
Disabled
WorkStudy Aid
Integrated Planning
Principles,
Foothill College-style
C A R O LY N H O L C R O F T, B I O L O G Y F A C U LT Y,
A C A D E M I C S E N AT E P R E S I D E N T
FOOTHILL COLLEGE
23
Main Planning and Governance Groups
PaRC
Core Mission
Workgroups
Transfer
Workforce
Student
Equity
Operational
groups
Basic Skills
Student Success
Collaborative
OPC
3SP Advisory
Council
Program
Review
Committee
Inclusive
Integrated
Focused on Big Ideas
Effective training
Driven by
KPI/Data/IEPI/SLOs/Institution Set
Standards
Education
Master Plan;
Program
Review
Emphasis
FOOTHILL COLLEGE - INCLUSIVE/INTEGRATED/BIG IDEAS...
25
Tri-chair model
for governance
groups
Inclusive
Integrated
Program reviews: all
stakeholders
Focused on Big Ideas
Effective training
Driven by
KPI/Data/IEPI/SLOs/Institution
Set Standards
Budgeting: all
stakeholders
participate in
prioritization
FOOTHILL COLLEGE - INCLUSIVE/INTEGRATED/BIG IDEAS/TRAINING...
26
Planning and Resource Allocation Process
http://www.foothill.edu/staff/irs/programplans/index.php
FOOTHILL COLLEGE - PLANNING AND RESOURCE ALLOCATION PROCESS
27
SLOs
ILOs
Program Resource
Review Alloca on
Planning Accredita on
Foothill College
Planning and Resource Council (PaRC) Planning Calendar 2011-2017
Year 1
2011-12
Year 2
2012-13
Site visit
Follow-up
visit/report;
Substan ve
Change report
Year 3
2013-14
Year 4
2014-15
Midterm
report;
Substan ve
Change report
E.Kuo
07.29.2015
REVISE
Year 5
2015-16
Year 6
2016-17
Year 1
2017-18
Form teams;
Self-study
Site visit
Substan ve
Change report
Annual ACCJC Reports/Ins tu onal Standards (IEPI)
Values and
Other College
EMP revise
Governance Mission
Governance
Goals review
Plans Revise;
review
review
review
including Ed Ctr
Annual Core Mission Workgroups Objec ves and Reflec ons [Make up PaRC]
Annual Governance Survey [IP&B convenes]; Annual ESMP update
Annual Resource Alloca on Process
[Program Review (program/department); Dean; VP; OPC; PaRC; President]
3-Year Cycle (annual and comprehensive)
[Annuals: Program/Dept/Unit; Dean/Director; VP
Comprehensives: Program/Dept/Unit; Dean/Director; VP; PRC; PaRC; President]
Administer
CCSSEE
Review
CCSSEE
results
Administer
Administer Review
CCSSEE
CCSSEE
CCSSEE
Review ILOs/4 Cs [GE-SLOs]
Review
CCSSEE
results
Annual Assessment of CL-SLOs, PL-SLOs, SS-SLOs, AU-SLOs
Administer
CCSSEE
28
FOOTHILL COLLEGE - PLANNING AND REVIEW CYCLE
29
INTEGRATED PLANNING PRINCIPLES
APPLICATION FOR A
DISTRICT-WIDE INTEGRATION
SOUTH ORANGE COUNTY COMMUNITY COLLEGE
(SOCCCD)
DISTRICT SERVICES
IRVINE VALLEY COLLEGE
SADDLEBACK COLLEGE
SOUTH ORANGE COMMUNITY COLLEGE DISTRICT
30
INCLUSIVE
District-wide Planning Council (participatory governance rep)
District-wide Strategic Plan
◦ Shared Goals, Objectives, and KPIs - that were developed with both colleges and district services
participation
SOUTH ORANGE CCD - INCLUSIVE
31
INTEGRATION
Strategic Plan has overarching shared goals, objectives, and KPIs
Budget Priorities are set by district-wide goals are used
Major Plans are coordinated district-wide – priorities, timelines, committees, etc.
◦ Education and Facilities Master Plan
◦ District-wide Technology plan
District Services Administrative Unit Reviews – aligned to DW Strategic Plan Goals/Objectives
KPIs are integrated to aligned with district-wide objectives and existing college/district services
assessments or agreed upon tool
SOUTH ORANGE CCD - INTEGRATION
32
SOUTH ORANGE CCD - INTEGRATED PLANNING MODEL
33
SOUTH ORANGE CCD - ORGANIZATIONAL STRUCTURE
34
SOUTH ORANGE CCD - INTEGRATION (BUDGET PLANNING)
35
TRAINING
Part of our district-wide goals
SOUTH ORANGE CCD - TRAINING
36
KPI/DATA/IEPI INDICATORS/INSTITUTIONSET STANDARDS/SLOS
Measuring our district-wide objectives
SOUTH ORANGE CCD - KPI/DATA/IEPI INDICATORS/INSTITUTION-SET STANDARDS/SLOS
37
Principles of Planning: Part 1
Table Activity
PRINCIPLES OF PLANNING TABLE ACTIVITY: PART 1
38
Principles of Planning:
Part 2
PRINCIPLES OF PLANNING: PART 2
39
Follow up/Ongoing
Ongoing
Status of objectives must be updated each year in Program
Review (3-year cycle with annual updates)
COLLEGE OF THE CANYONS - FOLLOW UP/ONGOING
40
Tools
◦ Locally developed online program
review and planning module
Resource Links in Program
Review
COLLEGE OF THE CANYONS - TOOLS
41
Evaluation of planning
◦
◦
◦
◦
College Planning Team (Annually)
Instructional Advisory Council (Annually)
Program Review Committee (Monthly)
Campus-wide survey (Annually)
COLLEGE OF THE CANYONS - EVALUATION OF PLANNING
42
Peer Review
◦
◦
◦
◦
Just starting peer review for academic program reviews
Piloted in Spring 2015
Pilot will continue in February 2016 with 6 more departments
Developed Peer Review forms and instructions
COLLEGE OF THE CANYONS - PEER REVIEW
43
District/College coordination
with data, goals, KPIs,
activities
◦
◦
◦
◦
◦
College Planning Team
Instructional Advisory Council
Management Advisory Council
Academic Senate
Program Review
COLLEGE OF THE CANYONS - DISTRICT/COLLEGE COORDINATION
44
Integrated Planning
Principles,
Foothill College-style
C A R O LY N H O L C R O F T, B I O L O G Y F A C U LT Y,
A C A D E M I C S E N AT E P R E S I D E N T
FOOTHILL COLLEGE
45
Follow-up/ongoing
Program review
Tools
Workgroup reflections
Evaluation
Shared governance survey
Peer Review
College/District coordination
with data, KPIs, goals, activities
Cyclical review and revision of
college plans (3SP, equity, EMP,
etc.)
FOOTHILL COLLEGE – EVALUATION OF PLANNING
46
Peer
review
Outcomes
Program
Review
Driven by data,
SLOs, KPIs
Follow-up
/ ongoing
Culture of
planning
FOOTHILL COLLEGE - PROGRAM REVIEW/PEER REVIEW/OUTCOMES...
47
INTEGRATED PLANNING PRINCIPLES
APPLICATION FOR A
DISTRICT-WIDE INTEGRATION
SOUTH ORANGE COUNTY COMMUNITY COLLEGE
(SOCCCD)
DISTRICT SERVICES
IRVINE VALLEY COLLEGE
SADDLEBACK COLLEGE
SOUTH ORANGE COMMUNITY COLLEGE DISTRICT
48
FOLLOW UP/ONGOING
Annual Progress Report
SOUTH ORANGE CCD - FOLLOW UP/ONGOING
49
TOOLS
TracDat - input Strategic Plan and used it to link to District Services AURs
SharePoint
SOUTH ORANGE CCD - TOOLS
50
SharePoint Site
TracDat for Strategic Plan
SOUTH ORANGE CCD - TOOLS
51
EVALUATION OF PLANNING
Climate Survey
District-wide Committee Self-Assessments
District-wide Planning Council, evaluation of Planning and Decision Making Manual
SOUTH ORANGE CCD - EVALUATION OF PLANNING
52
District-wide Planning and Resource Allocation Development Timelines
Planning timelines and ongoing cycles of review and improvement are essential for successful district-wide planning. This chart
captures the planning cycles and timeline of review for updates, plus the cycles/timeline for a complete renewal of a plan or
document. District-wide assessment and evaluative tools are administered on set cycles to determine the progress and success
of planning and related activities. These tools provide important input and data that can be analyzed and used for ongoing
institutional improvement.
District-wide updates, revision and timelines for 2014-2020 Strategic Plan Cycle
Action
Assessment
Tools
Major District-wide Planning Documents
Item
Education and Master Plan: 2011-2031
District-wide Strategic Plan (2014-2020)
District-wide Strategic Plan (2014-2020) Progress Report
District-wide Strategic Plan (2014-2020)
District-wide Planning and Decision Making Manual
District-wide Planning and Decision Making Manual
District-wide Planning Model
District-wide Function Map
5 Year Construction Plan
20 Year Facilities, Renovation, Scheduled Maintenance Plan
Tentative Budget Development
Tentative Budget Approval
Final Budget Approval
District-wide Integrated Budget Planning Resource Guide
District-wide Technology Plan
District-wide Technology Plan
Recreate
Mid-Cycle Evaluation
Review
Recreate
Recreate
Update
Update and Recreate
Update
Update
Update
Create
Update
Update
Update
Recreate
Review
Cycle
6
3
1
6
3
1
1
3
1
1
1
1
1
1
6
1
Year
year
Year
Year
Year
Year
Year
Year
Year
Year
Year
Year
Year
Year
Year
Year
Administer
2 Year
External Scan
Conduct
3 years
Annual District-wide Committee Self-Assessments
Conduct
1 year
District-wide Climate Survey
2014-2015 2015-2016 2016-2017 2017-2018 2018-2019 2019-2020
Fall Spr Sum Fall Spr Sum Fall Spr Sum Fall Spr Sum Fall Spr Sum Fall Spr Sum
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
SOUTH ORANGE CCD - PLANNING AND RESOURCE ALLOCATION TIMELINE
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
53
*
DISTRICT/COLLEGE COORDINATION WITH
DATA, GOALS, KPIS, ACTIVITIES
District-wide Strategic Plan with shared goals, objectives and KPIs
SOUTH ORANGE CCD - COORDINATION WITH DATA, GOALS, KPIS,
ACTIVITIES
54
Principles of Planning: Part 2
Table Activity
PRINCIPLES OF PLANNING TABLE ACTIVITY: PART 2
55
Principles of Planning:
Part 3
PRINCIPLES OF PLANNING: PART 3
56
Planning and Decision-Making Manual
COLLEGE OF THE CANYONS: PLANNING AND DECISION-MAKING MANUAL
57
Culture of planning
◦
◦
◦
◦
Strong history of planning – very stable leadership
Program Review (3-year cycle with annual updates)
All budget requests must be reflected in program review.
All data requests to the IRPIE office must include action implications from requestors and be
included in program review.
◦ Self-evaluations for managers and administrators
◦ Wild West at Times
COLLEGE OF THE CANYONS - CULTURE OF PLANNING
58
Organizational structures
College of the Canyons’ Decision-Making Guide
details the organizational structure, including the
role of
OUR STRUCTURE
Our structure is determined by:
• Our primary mission (core purpose);
• The size of the college district and the sites we
operate;
• Our environment;
• What our community needs us to do;
• State policy;
• The pace and development of our community;
• Our perception of our capabilities;
• Our strategy (plans) and goals;
• Our information technology, and, most of all;
• Our terrific and talented people who are the
engine that powers the rest!
◦
◦
◦
◦
◦
◦
◦
◦
◦
The Chancellor
Administrative & Operational Processes
Collective Bargaining Processes
Collegial Consultation Processes
Academic Senate
Classified Senate
Classified and Faculty Unions
Role of Administrators
Student Participation
COLLEGE OF THE CANYONS - ORGANIZATIONAL PLANNING
59
Outcomes of planning
◦ Objectives are tied to College Strategic Goals
◦ Resource allocation tied to program objectives
◦ Facilities renovations and expansions result from good planning
◦ High levels of student success!
New Partnerships
Improved Learning Outcomes
COLLEGE OF THE CANYONS - OUTCOMES OF PLANNING
60
Outcomes of planning:
Highlights from College of
the Canyons (full summary
included in the DecisionMaking Guide)
PROGRESS & RESULTS OF PLANNING — A LONGITUDINAL PERSPECTIVE
Since 1988, we’ve seen 2 ½ recessions, growth spurts, and tremendous changes in the Santa Clarita Valley. College of the Canyons
has been impacted by what has gone on around us, and we are not the same. We have grown, developed, responded and continued
to meet the community’s needs. COC has gone:
FROM (1988/89)
FROM (1988/89)
TO DATE (2014)
TO DATE (2014)
• 60 full-time faculty (Fall 1988)
• 178 full-time faculty
• $30,000 a year raised by Foundation • $22 million raised by Foundation
since 1988/89.
• 77 full-time classified staff
• 231 full-time classified staff
• Fewer than $50,000 in
scholarships(total endowed
amount)
• Generated $1,500,000 in Osher
scholarship challenge in 18 months
• 430 class sections per semester
• 1,758 class sections (Fall
2013)
• No Leadership training
• Multi-faceted leadership training
including LEAP
• 17 certificate training programs
• 75 certificate training
programs
• No development for staff and faculty • Created award-winning Professional
except for Faculty Flex
Development program.
• 27 disciplines/majors
• 72 disciplines/majors
• No support programs for Athletics
• Traditional sections offered only
• GO, PAL and NOW
programs
• Creation of an honors
program, includes Phi Theta
Kappa Chapter
• Offered HITE
• 199,347 square feet of space
• 838,864 square feet of
space
• Created The Zone – Athletic
students’ tutorial support, coach,
and Athletic Hall of Fame.
• No master construction plan and no • Developed a $330 million building
money to build
program plan.
• No money ($) in training funds to
• Created an Economic Development
work with business and
Division –
industry
In total, College of the Canyons
has generated $18,308,462 in
training dollars to support
economic development in the
Santa Clarita Valley since 1993-94,
served 3,020 businesses, and
trained 18,467 local employees.
• No revenue from International
Student Program tuition
COLLEGE OF THE CANYONS - OUTCOMES OF PLANNING
• Achieved a cumulative gain in
revenue of $7,271,061 from
1997/98 to 2012/13.
61
Integrated Planning
Principles,
Foothill College-style
C A R O LY N H O L C R O F T, B I O L O G Y F A C U LT Y,
A C A D E M I C S E N AT E P R E S I D E N T
FOOTHILL COLLEGE
62
Contents
Planning and DecisionMaking Manual
Culture of Planning
Vision, Values, Purpose, Mission . . . . . .
Planning & Resource Council Guidelines .
2
Structures for Participation . . . . . . . .
3
Participatory Governance Group, 3
Operational Group, 3
Subcommittee, 3
Ad Hoc Committee, 3
Task Force, 3
4
Integrated Planning & Budget
Procedures for Action . . . . . . . . . . . .
7
Resource Allocation Process . . . . . . . .
8
9
Planning Membership Structures . . . . .
10
Core Mission Workgroups, 10
Terms of Service, 10
11
Planning and Resource Council Composition, 11
Planning and Resource Council Role, 11
Planning and Resource Council Products, 12
Core Mission Workgroups . . . . . . . . .
16
21
Participatory Governance Groups, 21
Operational Groups, 24
Subcommittees, 27
Ad Hoc Committees, 29
Taskforces, 29
Bargaining Units, 30
Appendices . . . . . . . . . . . . . . . . .
31
California Administrative Code, 31
Cal. Admin. Code tit. 5, § 51023.5, 32
Cal. Admin. Code tit. 5, § 51023.7, 34
Participatory Governance
Integrated Planning &
Budget Structural Elements . . . . . . . .
Planning and Resource Council (PaRC) . .
15
Charge to the Council, 16
Ongoing Budget Augmentation and Elimination, 16
Funding New or Expanding Programs or
Initiatives, 17
Determining and Allocating Full-Time Teaching
Faculty Positions, 18
Determining and Allocating Contract Classified
Staff Positions, 19
Allocation of Office Space, 20
Additional Committees and Groups . . . .
Faculty Participation, 4
Classified Staff Participation, 4
Student Participation, 5
Administrator Participation, 5
Emergency Requests, 8
Outcomes of Planning
Operations Planning Committee . . . . . .
Operations Planning Committee Composition, 15
Operations Planning Committee Role, 15
Operations Planning Committee Products, 15
Introduction . . . . . . . . . . . . . . . .
Responsibility for Governance . . . . . . .
Organizational
Structures
1
Our Vision, 1
Our Values, 1
Our Purpose, 1
Our Mission, 1
Foothill De-Anza Community
College District Board Policies . . . . . . .
36
Student Role in Governance 2222, 36
Role of the Academic Senate in Academic and
Professional Matters 2223, 37
Role of Classified Staff in Governance 2224, 38
Participatory Governance as of April 7, 2010, 39
13
Core Mission Workgroup Composition, 13
Core Mission Workgroup’s Purpose and Charges, 13
Core Mission Workgroup’s Planning Process , 14
10/5/11
FOOTHILL COLLEGE - DECISION MAKING MANUAL/CULTURE OF PLANNING...
iii
Foothill College Governance Handbook
63
INTEGRATED PLANNING PRINCIPLES
APPLICATION FOR A
DISTRICT-WIDE INTEGRATION
SOUTH ORANGE COUNTY COMMUNITY COLLEGE
(SOCCCD)
DISTRICT SERVICES
IRVINE VALLEY COLLEGE
SADDLEBACK COLLEGE
SOUTH ORANGE COMMUNITY COLLEGE DISTRICT
64
PLANNING AND DECISION-MAKING MANUAL
DW Planning and Decision Making Manual - consensus, participation,
standardization of committee structure, etc.
◦ Definition of “District”
◦ Integrated planning process and common planning terminology
◦ Decision making philosophy and definition of consensus
SOUTH ORANGE CCD - PLANNING AND DECISION-MAKING MANUAL
65
COMMON PLANNING DEFINITIONS
Vision Statement
Describes the ideal future state of the district/college, including the results we would like to achieve and
the characteristics we will need to possess. The vision statement provides direction and inspiration for the
Strategic Plan.
Mission Statement
A broad description of the purpose or philosophy of the district/college, our commitment to student
learning and success and the population served.
Values
Statements of core priorities in the district/college culture that guide how we operate. They provide ways
of choosing among competing priorities and guidelines.
Goals
Goals are defined as all‐encompassing statements about the general direction of the district/college.
There are two types of goals: district-wide goals and college goals.
Objectives
Objectives are defined as methods for attaining goals. Good objectives are focused on outcomes or
results and are S.M.A.R.T.: specific, measurable, achievable, realistic, and time‐related. An objective can
be achieved through one or more action steps.
Action Steps
Action steps are projects or initiatives designed to reach objectives and to attain Goal(s). They may
describe complex college/district services functions involving multiple offices and/or departments.
Action steps are reviewed and revised yearly.
Key Performance Indicators (KPI)
KPIs are high level indicators that measure progress on goals and/or objectives.
Targets
The desired level of a KPI at the end of the planning cycle.
SOUTH ORANGE CCD - INTEGRATION (DISTRICT/COLLEGE)
66
CONSENSUS
Consensus is a collective opinion characterized by the following five elements:
1. Collaboration: Proposals for consideration are constructed with input from all interested group members.
2. Inclusion: As many stakeholders as appropriate should be included in the group’s discussions.
3. Participation: All participants contribute to the discussion.
4. Agreement Seeking: The group makes a concerted attempt to reach full agreement.
5. Cooperation: Decisions may incorporate individual concerns, but are designed to benefit the whole group. Individual
preferences do not override the needs of the whole group.
District-wide committees, councils, and task forces are encouraged to use the following best practices to reach consensus:
• Clarification of the Issue: At the outset of the discussion, issues are clearly presented.
• Discussion/Dialogue: Participants combine their insights and knowledge to develop a broader and collective
understanding of the issues.
• Participation: Committee members accept responsibility for attending meetings, designating a substitute when unable to
attend, contributing to the discussion, and following up on action items. Committee chairs are expected to schedule
meetings in a way that maximizes participation.
• Consensus: Committee members are asked to utilize consensus to reach a decision. The committee reaches consensus
once all members and guests have had an opportunity to contribute to the discussion and no one feels so strongly
against a resolution that their objection must be noted.
o Consensus does not require unanimous approval; however, consensus does require that the group attempts to hear
member’s perspectives for mutual understanding and find a compromise, if possible. If a group can’t reach
consensus, the differing viewpoints can be forwarded to the next level of decision making as unresolved.
• Committee Recommendations/Decisions: Once consensus is achieved, all committee members support the decision
making process and the recommendations of the committee.
SOUTH ORANGE CCD - INTEGRATION
67
DISTRICT- WIDE PLANNING DOCUMENTS
AND
V ERSION C ONTROL
The key district-wide planning documents that drive and facilitate district-wide planning are listed here. For
each plan or document, the assigned planning group or administrative unit is identified. The appropriate
SharePoint site is the repository for up-to-date information regarding the respective council/committee,
and houses the official current version of each document. The most current version of the planning
documents are housed in the assigned group or unit’s SharePoint site.

Education and Facilities Master Plan 2011-2031 (EFMP) (long-range plan)
College and district services planning groups support new plan development

District-wide Strategic Plan 2014-2020 (short-range plan)
District-wide Planning Council supports updates and new plans

District-wide Planning and Decision Making Manual
District-wide Planning Council supports updates and makes changes

District-wide Function Map
District-wide Planning Council supports updates and makes changes

District-wide Planning and Resource Allocation Model
District-wide Planning Council supports updates and makes change

District-wide Tentative Budget Development
District Business Services and all planning groups

District-wide Tentative Budget Approval
Board of Trustees review and approval

District-wide Final Budget Approval
Board of Trustees review and approval

District-wide Integrated Budget Planning Resource Guide
District Business Services

Budget Development Guidelines and Budget Manual
District Business Services

District-wide Five Year Construction Plan
College planning groups and District Facilities Planning Staff

20 Year Facility, Renovation, and Scheduled Maintenance Plan
Capital Improvement Committee

District-wide Technology Plan
District-wide Technology Committee
SOUTH ORANGE CCD - DISTRICT-WIDE PLANNING DOCUMENTS
68
Principles of Planning: Part 3
Table Activity
PRINCIPLES OF PLANNING TABLE ACTIVITY: PART 3
69
Wrap Up
Questions?
Final Comments?
70
THANK YOU!
Repeat sessions coming up…
Friday, January 22, 2016
Orange Coast Community College District
Friday, February 26, 2016
College of the Canyons
71