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Annual Planning Team Meeting 1 October 8, 2009

Annual Planning Team Meeting 1 October 8, 2009. Agenda – Thurs Oct 8, 2009. Annual Planning Team Thurs 10/8/2009 2. Who am I?. Annual Planning Team Thurs 10/8/2009 3. Survey Results. Annual Planning Team Thurs 10/8/2009 4. Survey Results – Successful Teams.

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Annual Planning Team Meeting 1 October 8, 2009

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  1. Annual Planning TeamMeeting 1October 8, 2009

  2. Agenda – Thurs Oct 8, 2009 Annual Planning Team Thurs 10/8/20092

  3. Who am I? Annual Planning Team Thurs 10/8/20093

  4. Survey Results Annual Planning Team Thurs 10/8/20094

  5. Survey Results–Successful Teams Annual Planning Team Thurs 10/8/20095

  6. Survey Results–Not Effective Annual Planning Team Thurs 10/8/20096

  7. Annual PlanningBackground Annual Planning Team Thurs 10/8/20097

  8. Need for Annual Planning Team • During planning and evaluation interviews, staff expressed need for clarification of processes, specifically the “core initiatives” process. • Process Review work group was convened; found there to be a lack of clarity and process around existing planning components. • Confusion regarding purpose and language associated with various planning processes has resulted in inefficiencies and frustration. • Need for structure/process to translate ideas into action. Annual Planning Team Thurs 10/8/20098

  9. What is Annual Planning? • Systematic process of determining 1) where LIRS will focus its efforts in the coming year (i.e., Whatwe will do) 2) How this will accomplished. • Components include: Priority setting, Objectives, Measures, Initiatives, Budgets, and Reporting. Annual Planning Team Thurs 10/8/20099

  10. Why Balanced Scorecard? Alignment: Aligns organizational efforts from vision & mission to individual work. Simple Measurement System: Balances financial measurement with non-financial in a straightforward framework. Tell Our Story: The scorecard illustrates and communicates how all of our efforts fit together to accomplish our mission. Annual Planning Team Thurs 10/8/200910

  11. What is a Balanced Scorecard? 11

  12. Balanced Scorecard OverviewHow priorities are translated into action Niven, P. R. (2003). Balanced Scorecard: Step-by-Step for Government and Nonprofit Agencies. 12

  13. - Objectives: What we must do to achieve priorities - Strategy Map: Tells story through cause-effect links Initiatives: Projects, actions; how we will meet targets. Strategy / Strategic Themes / Priorities Performance Measures and Targets Step 1: Mission, Vision, Values Step 2: Step 3: Step 4: Step 5: Implementing the Balanced Scorecard Planning and Measurement System 13

  14. Annual Planning Project Overview Annual Planning Team Thurs 10/8/200914

  15. Teamwork • Quorum for meetings = at least 3 of 5 team members. • All team members will be responsible for deliverables & meeting contributions. Annual Planning Team Thurs 10/8/200915

  16. Project Charter – Approved by Leadership Team Project Title: Annual Planning Annual Planning Team Thurs 10/8/200916

  17. Team Roles and Responsibilities Annual Planning Team Thurs 10/8/200917

  18. Process Overview Action Plans Solutions Planning Analysis Annual Planning Team Thurs 10/8/200918

  19. High Level Timeline and Milestones Annual Planning Team Thurs 10/8/200919

  20. Critical Success Factors • Communication • Within project team • Influence and education throughout entire organization • Quick wins • Annual Planning timeline • Objectives; Strategy Map Annual Planning Team Thurs 10/8/200920

  21. Communications Annual Planning Team Thurs 10/8/200921

  22. Annual Planning Begin Work Annual Planning Team Thurs 10/8/200922

  23. ACTIVITY: Future State • What do you need from the annual planning process? • What should a planning process provide? • (other?) (capture on flip chart) Annual Planning Team Thurs 10/8/200923

  24. Deliverables Chart ACTIVITY 1: In Scope / PriorityACTIVITY 2: Sign up for responsibilities Annual Planning Team Thurs 10/8/200924

  25. Annual Planning Timeline • ACTIVITY: Map all key dates on calendar. • NEXT STEPS: For next meeting, each team member gather any additional agency level processes to add to calendar. Annual Planning Team Thurs 10/8/200925

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