INSTITUTIONAL EFFECTIVENESS PLANNING REPORT
INSTRUCTIONS AND TIMELINE
Purpose and Goals Section
Departments and programs develop purpose statement and departmental goals as a result of program
planning and review that takes place during the year new Institutional Plan is developed. The purpose
statement must have a direct link to the College’s Institutional Mission and Institutional Goals. The
departmental goals should state how the department or program intends to fulfill its purpose. These goals
should be measurable.
1. Targeted Objectives: What the department/program plans to do or implement during the planning year.
These objectives would have been budgeted resources (dollars, equipment or personnel) for the planning year.
It is suggested that objectives be numbered for reference purposes.
2. Link to SPC Institutional Plan: How is this initiative linked to an institutional goal or objective?
3. Expected results and outcomes: Why the department/program is taking on this initiative and what it
expects to accomplish or achieve from the targeted initiative.
4. Strategies and Action Items: How does the department/program plan to accomplish its initiatives? What
steps or actions need to be taken in order to achieve the expected outcomes? Should also include
timelines/deadlines and budget resources allocated or needed.
5. Results/Progress/Status of Outcome Measures: Departments/programs check status and progress on
targeted initiative and report outcome measures for planning year.
6. Use of Results: Departments/programs report how results of assessment and progress will be used.
Results are used to determine targeted initiatives for the next year.
7. Accomplishments: Departments/programs report major accomplishments and achievements made during
the plan year.
8. Summary Results of Program Assessment: Departments/Programs provide a summary report of the
results of assessment of courses, services or projects.
9. Summary Report of Improvements: Departments/Programs provide a summary of what actions will be
taken as a result of assessment.
10. Critical Needs and Items: Departments/programs identify critical items or needs in preparation for budget
planning and hearing process. Critical items or needs become targeted initiatives as resources are allocated.
Update and Report Timeline
September-October: Departments/programs update Sections 1, 2, 3, 4 to reflect new planning initiatives for
the new year. These initiatives are determined from budgeted resources that have been approved and
allocated for the plan year. There also may be initiatives that need to be “carried-over” from the previous plan
year because they were still in progress or never initiated.
November-January: Departments/programs identify critical needs and items that are of a budgetary concern
and develop target initiatives, expected results and outcomes and estimate budget resources needed to carry
these initiatives forward in the next fiscal year. Sections 1, 2, 3 should be completed as budget requests are
developed. Section 4 would identify the funds necessary to start the initiative.
April-May: Departments/programs (9-month) update Sections 5 through 10, reporting progress, results, or
status of the targeted initiative. The results of assessment are used to identify targeted initiatives for the next
year.
June-July: Departments/programs (12-month) update Sections 5 through 10, reporting progress, results, or
status of the targeted initiative. The results of assessment are used to identify targeted initiatives for the next
year.