Strategic Planning Manual - Planning Group Strategic Plan
Template Details

What Should the Action Plan Include?

Purpose:
The purpose of the template for the Planning Group Strategic Plan is to show planning group members what their strategic plans will look like after being entered into TracDat.

The entire strategic plan will not have to be typed in as a separate document, as was done in Fall 2003. Instead, the plan should be pulled directly from TracDat. The TracDat Manual (available at: www.oie.eku.edu) provides instructions on how to enter information into TracDat and on how to print your Strategic/Action Plan from TracDat. This success of this process is dependent upon continual updating of data in TracDat.

About the Template:

Planning Group Strategic Plan Template
Certain items within the template will be pulled directly from the information that has been entered into TracDat; however, there are items within the strategic plan that will still need to be entered manually. The information presented below reflects which items will be generated from TracDat and which will need to be typed manually.

Areas Generated from TracDat Data:

• Title Page
• Vision Statement & Values
• Mission Statement
• Goals
• Strategic Directions
• Category Indicator for each strategic direction: ($ educational, no $ educational, $ planning, or no $ planning)
• Key Performance Indicators and criterion for each
• Results (including their entry dates), use of results, follow-up data for each strategic direction
• Specified links to the EKU strategic plan

Areas to be typed manually into the Strategic Plan:

• Table of Contents: Table of Contents
• Executive Summary: Executive Summary
• Description of Planning Group: Members of Planning Group
• Environmental Scan: External and Internal Trends
• Environmental Scan: Strengths of Planning Group
• Environmental Scan: Areas of Improvement for Planning Group

Adding contents manually to the Strategic Plan:

1. Open your Strategic Plan from TracDat
2. Save your Strategic Plan as a word document
3. Add information for those areas to be typed manually into your Strategic Plan
4. Submit your Strategic Plan

Reporting Unit Action Plan
Template Details

The entire action plan will not have to be typed in as a separate document, as was done in Fall 2003. Instead, the plan should be pulled directly from TracDat. The TracDat Manual (available at: www.oie.eku.edu) provides instructions on how to enter information into TracDat and on how to print your Action Plan from TracDat. This success of this process is dependent upon continual updating of data in TracDat.

About the Template:

Reporting Unit Action Plan Template
Certain items within the template will be pulled directly from the information that has been entered into TracDat; however, there are items within the action plan that will still need to be entered manually. The information presented below reflects which items will be generated from TracDat and which will need to be typed manually.

Areas Generated from TracDat Data:

• Title Page
• Mission Statement
• Goals
• Objectives
• Category Indicator for each objective: ($ educational, no $ educational, $ planning, or no $ planning)
• Related Program for each educational objective
• Key Performance Indicators and criterion for each
• Results (including their entry dates), use of results, follow-up data for each objective
• Specified links to the EKU strategic plan
• Specified links to the corresponding Planning Group Plan
• Specified links to the Reporting Unit goals

Areas to be typed manually into the Action Plan:

• Table of Contents: Table of Contents
• Executive Summary: Executive Summary
• Description of Reporting Unit: Members of Reporting Unit
• Environmental Scan: External and Internal Trends
• Environmental Scan: Strengths of Reporting Unit
• Environmental Scan: Areas of Improvement for Reporting Unit
  

Adding contents manually to the Action Plan:

1. Open your Action Plan from TracDat
2. Save your Action Plan as a word document
3. Add information for those areas to be typed manually into your Action Plan
4. Submit your Action Plan

Minimum Requirements for Educational Objectives:

For academic units that award degrees, minors, and certificates

• 3 educational objectives (i.e., student learning outcomes) for each academic major program
• 3 educational objectives for each option (at least one unique objective for that option)
• 1 educational objective for each minor
• 1 educational objective for each certificate program with less than 30 credit hours (if more than 30 credit hours, then need at least one additional objective)
• One direct KPI for each objective above

For educational support units with student activities involving student learning

• 3 educational objectives for each unit/program
• One KPI for each objective

For administrative units not directly involved with student learning

• 1 educational objective (objective that articulates an indirect relation to student learning in order to demonstrate linkage between unit and overall educational mission of the university)