Excellence in Program Development: Individual Annual Plan Process

1. Excellence in Program Development: Individual Annual Plan Process Linda K. Bower & David Perrin Eastern Region

2. Overview • Goals of Annual Planning • Developing Your Plan • Issue • Plans for the Coming Year • Partners/Resources • Outcomes/Impacts • Planned Evaluation Methods • Funding • Unique Qualities of Program • Scope • Performance Appraisal Rubric • Questions/Concerns

3. What is an Extension program? • An Extension program is a planned educational response to an identified need • Should include different types of educational delivery methods and involves a mix of activities and/or projects • Should be Incremental (not a one shot deal)

4. IAP Goals Individual Annual Plan Process

5. IAP Goals • Proactive • Streamline program development • Evaluate program development • Promote collaboration and connection

6. Developing Your Plan Individual Annual Plan Process

7. Issue • Concise statement of local need(s) • Stakeholder input • Local data indicators • Focus on this question: “Why does this issue matter in your county and who says so?” • Please do not summarize the research base for state or national if you are using a State Action Agenda • Please do not describe why you are NOT conducting one or more programs

8. Examples: Things to Notice • Concise • Straight-forward • Describes who was involved in the needs assessment process • Describes what needs assessment process(es) was used • Describes results of needs assessment process • All needs assessment data should be recorded in the SUPER needs assessment module

9. Plans for the Coming Year • Organize these plans monthly or quarterly • Can continue to implement an ongoing program • Have multi-year plans if appropriate for the program; just list your plans by year in the “plans for the coming year” section • Focus on the education you are teaching, secondary would be the activities that support the education • Make the plans concise – show the scope of your program

10. Plans for the Coming Year • In using State Action Agendas, remove anything listed that you are not using in your IAA’s • Target audiences are listed in the SAA’s, deselect any audiences you are not planning to reach • Include the use of volunteers, partners, collaborators in the plans

11. Multi-Year Agendas • Title should reflect multi-year (i.e., “Horticulture – Year 1 or 2 of 3”) • Plans for the Coming Year should indicate year (i.e., “Year 1 or 2 of 3”)

12. Reaches Diverse Audiences/Civil Rights Parity • Program areas for the previous year should be in parity • Advisory groups or other stakeholder input should include diverse/underrepresented individuals • Evidence of actions to reach underrepresented audiences should be explicit in the “Plans for the Coming Year” section • Including our EEO statement is not enough to receive the “achieves expectations” rating

13. Partners/Resources • Identify partners, collaborators, etc. • Expected roles of partners, etc. should be clearly defined • Multi-county programming is encouraged and listed in this section • Funding sources are identified – sponsors, donor, grants, fee-based, etc. • Resources to be expended for this agenda – must be completed

14. Outcomes/Impacts • Targeted number – the number of people you think will make a change in the outcomes selected • Select outcomes included in the State Action Agendas or add topics to select outcomes • Match the level of outcomes (short, intermediate, long-term) to the year of the plan • Some outcomes require more than one base program

15. Planned evaluation methods • Utilize tools in the State Action Agendas • 4-H needs to use LSES – Life Skills Evaluation System • Describe your plan to evaluate the program – when, who, how many, what • Observations – if you plan to use this, develop a system of knowing what you are looking for and how you will record it

16. Alignment Matters • The issue, plans for the coming year, outcomes and planned evaluation methods should align.

17. Funding, Unique Qualities, & Scope • Select all the funding sources that apply • Must check TNCEP if it is part of the IAA • Unique Qualities – describe what makes this IAA unusual or different • Scope – will default to home county, add additional counties, state, multi-state, etc.

18. Rubric Revisions • Rubric is a fancy word for scoring guide • We will use only the U (unsatisfactory) and A (achieves expectations) ratings • For this year, the E rating will appear in SUPER but it will not be used • Please note that while the criteria has remained the same, the descriptions for each rating may have changed • Please review the new rubric

19. IAP’s • IAP consists of 1-2 Individual Action Agendas (IAA) • You cannot submit your IAP until all IAA’s are complete • 4-H Assignments – do 2 IAA’s • 1 IAA must be from a 4-H SAA • Area Specialist -- 1 IAA • Adult Agriculture – 2 IAA’s • FCS --- 2 IAA’s (from FCS SAA’s)

20. IAP Process • Agent completes & submits to County Director • County Director can ask for changes, then submits to RPL • RPL rates, comments and returns to agent • The Agent may make changes and resubmit to RPL • The agent has 14 days after first return by RPL to make changes and resubmit to RPL • May exchange any number of times; but locks at 14 days • All IAP are finalized on the state date

21. Schedule Planning, Reporting and Performance Appraisal

22. IAP/Appraisal/Reporting Schedule • November 1, 2007 – IAP for 2008 due • December 1, 2007 – Impact statements for 2007 due

23. Questions/Discussion?