how to complete the business plan form
TRANSCRIPT
USING THE BUSINESS PLAN FORMAT
Prepared by the “Implement the DOT Business Model” Champion Team
D1: Deborah Snyder D3: Stephen Corbitt
D4: James WolfeD5: George Borchit
D6: Margaret Callahan D7: Gloria Harmony
CO: Larry Ferguson
With support from the District and Central Office Performance Management Coordinators
USING THE BUSINESS PLAN FORMAT
This program may be used as either a computer based learning tool or in support of a facilitator-led session.
You must be using a computer connected to the DOT INFONET for the imbedded hyperlinks to function properly.
The material covered in this presentation is taken directly from the publication: “A Short Guide To Building Tiers Two and Three” prepared by the Champion Team and available on the INFONET by
clicking on the link below or going to:
http://infonet.dot.state.fl.us/businessmodel/businessplan.htm
BUSINESS PLANFunction/Office:
Tier:
CRITERIAAREA
OBJECTIVES ACTIVITIES PERFORMANCE INDICATORS
(Measures)
TARGETS(%, #, Score,
Timeframe, etc.)
PROGRESS(CURRENT
STATUS)
PERSON (S) RESPONSIBLE
MISSION
VISION
1. LEADERSHIP
2. STRATEGIC PLANNING
3. CUSTOMER & MARKET FOCUS
4. MEASUREMENT, ANALYSIS,
KNOWLEDGE MANAGEMENT
5. HUMAN RESOURCE FOCUS
6. PROCESS MANAGEMENT
7. ORGANIZATIONAL RESULTS
USING THE BUSINESS PLAN FORMAT
BUSINESS PLANFunction/Office:
Tier:
CRITERIAAREA
OBJECTIVES ACTIVITIES PERFORMANCE INDICATORS
(Measures)
TARGETS(%, #, Score,
Timeframe, etc.)
PROGRESS(CURRENT
STATUS)
PERSON (S) RESPONSIBLE
MISSION
VISION
1. LEADERSHIP
2. STRATEGIC PLANNING
3. CUSTOMER & MARKET FOCUS
4. MEASUREMENT, ANALYSIS,
KNOWLEDGE MANAGEMENT
5. HUMAN RESOURCE FOCUS
6. PROCESS MANAGEMENT
7. ORGANIZATIONAL RESULTS
USING THE BUSINESS PLAN FORMAT
THE BUSINESS PLAN FORMAT IS USED FOR ALL TIERS OF THE PLAN
YOU CAN GET A COPY OF THE BLANK FORMAT FROM THE DOT BUSINESS MODEL INFONET SITE
http://infonet.dot.state.fl.us/businessmodel/businessplan.htm
THE FORMAT IS AVAILABLE TO WORK IN WORD OR EXCEL DEPENDING ON YOUR PREFERENCE
CLICK HERE TO VIEW TIER ONE BUSINESS PLAN
BUSINESS PLANFunction/Office:
Tier:
CRITERIAAREA
OBJECTIVES ACTIVITIES PERFORMANCE INDICATORS
(Measures)
TARGETS(%, #, Score,
Timeframe, etc.)
PROGRESS(CURRENT
STATUS)
PERSON (S) RESPONSIBLE
MISSION
VISION
1. LEADERSHIP
2. STRATEGIC PLANNING
3. CUSTOMER & MARKET FOCUS
4. MEASUREMENT, ANALYSIS,
KNOWLEDGE MANAGEMENT
5. HUMAN RESOURCE FOCUS
6. PROCESS MANAGEMENT
7. ORGANIZATIONAL RESULTS
USING THE BUSINESS PLAN FORMAT
ENTER THE NAME OF YOUR FUNCTION FOR TIER TWO OR YOUR FUNCTION
OFFICE FOR TIER THREE
EXAMPLES:TIER TWO: STATEWIDE MAINTENANCE
TIER THREE: DISTRICT 2 MAINTENANCE
CLICK HERE FOR A LIST OF TIER TWO FUNCTIONS
BUSINESS PLANFunction/Office:
Tier:
CRITERIAAREA
OBJECTIVES ACTIVITIES PERFORMANCE INDICATORS
(Measures)
TARGETS(%, #, Score,
Timeframe, etc.)
PROGRESS(CURRENT
STATUS)
PERSON (S) RESPONSIBLE
MISSION
VISION
1. LEADERSHIP
2. STRATEGIC PLANNING
3. CUSTOMER & MARKET FOCUS
4. MEASUREMENT, ANALYSIS,
KNOWLEDGE MANAGEMENT
5. HUMAN RESOURCE FOCUS
6. PROCESS MANAGEMENT
7. ORGANIZATIONAL RESULTS
USING THE BUSINESS PLAN FORMAT
ENTER EITHER TIER TWO OR TIER THREE DEPENDING ON THE LEVEL OF
THE PLAN YOU ARE DEVELOPING
BUSINESS PLANFunction/Office:
Tier:
CRITERIAAREA
OBJECTIVES ACTIVITIES PERFORMANCE INDICATORS
(Measures)
TARGETS(%, #, Score,
Timeframe, etc.)
PROGRESS(CURRENT
STATUS)
PERSON (S) RESPONSIBLE
MISSION
VISION
1. LEADERSHIP
2. STRATEGIC PLANNING
3. CUSTOMER & MARKET FOCUS
4. MEASUREMENT, ANALYSIS,
KNOWLEDGE MANAGEMENT
5. HUMAN RESOURCE FOCUS
6. PROCESS MANAGEMENT
7. ORGANIZATIONAL RESULTS
USING THE BUSINESS PLAN FORMAT
CRITERIA AREA REFERS TO THE 7 CRITERIA OF THE DOT BUSINESS MODEL
YOU SHOULD RELATE YOUR OBJECTIVES TO THE AREA OF THE BUSINESS MODEL
THEY ADDRESS
(CONTINUED)
BUSINESS PLANFunction/Office:
Tier:
CRITERIAAREA
OBJECTIVES ACTIVITIES PERFORMANCE INDICATORS
(Measures)
TARGETS(%, #, Score,
Timeframe, etc.)
PROGRESS(CURRENT
STATUS)
PERSON (S) RESPONSIBLE
MISSION
VISION
1. LEADERSHIP
2. STRATEGIC PLANNING
3. CUSTOMER & MARKET FOCUS
4. MEASUREMENT, ANALYSIS,
KNOWLEDGE MANAGEMENT
5. HUMAN RESOURCE FOCUS
6. PROCESS MANAGEMENT
7. ORGANIZATIONAL RESULTS
USING THE BUSINESS PLAN FORMAT
DETERMINE THE CRITERIA AREA BY ASKING THE QUESTION: “DOES THE
OBJECTIVE AND ITS ACTIVITIES ADDRESS OR IMPROVE OUR LEADERSHIP SYSTEM? OUR STRATEGIC PLANNING? CUSTOMER
FOCUS? MEASUREMENT? HUMAN RESOURCES? PROCESSES? OR ORGANIZATIONAL RESULTS?”
(CONTINUED)
BUSINESS PLANFunction/Office:
Tier:
CRITERIAAREA
OBJECTIVES ACTIVITIES PERFORMANCE INDICATORS
(Measures)
TARGETS(%, #, Score,
Timeframe, etc.)
PROGRESS(CURRENT
STATUS)
PERSON (S) RESPONSIBLE
MISSION
VISION
1. LEADERSHIP
2. STRATEGIC PLANNING
3. CUSTOMER & MARKET FOCUS
4. MEASUREMENT, ANALYSIS,
KNOWLEDGE MANAGEMENT
5. HUMAN RESOURCE FOCUS
6. PROCESS MANAGEMENT
7. ORGANIZATIONAL RESULTS
USING THE BUSINESS PLAN FORMAT
OFTEN THE OBJECTIVE MIGHT FIT INTO MORE THAN ONE CRITERIA…WHEN THIS HAPPENS, EITHER PUT THE OBJECTIVE IN
THE SAME CRITERIA AS IT WAS IN THE NEXT HIGHER TIER OR, IF IT IS UNIQUE TO YOUR TIER, PUT IT IN THE CRITERIA AREA YOU TEAM THINKS MOST APPLIES
(CONTINUED)
BUSINESS PLANFunction/Office:
Tier:
CRITERIAAREA
OBJECTIVES ACTIVITIES PERFORMANCE INDICATORS
(Measures)
TARGETS(%, #, Score,
Timeframe, etc.)
PROGRESS(CURRENT
STATUS)
PERSON (S) RESPONSIBLE
MISSION
VISION
1. LEADERSHIP
2. STRATEGIC PLANNING
3. CUSTOMER & MARKET FOCUS
4. MEASUREMENT, ANALYSIS,
KNOWLEDGE MANAGEMENT
5. HUMAN RESOURCE FOCUS
6. PROCESS MANAGEMENT
7. ORGANIZATIONAL RESULTS
USING THE BUSINESS PLAN FORMAT
LEARN MORE ABOUT THE CRITERIA TO HELP YOU BEST SELECT THE PROPER CRITERIA
AREA BY VISITING THE DOT BUSINESS MODEL INFONET SITE
http://infonet.dot.state.fl.us/businessmodel/default.htm
LOOK IN THE MENU ITEMS “BUSINESS MODEL CRITERIA” OR “2006 STERLING CRITERIA”
BUSINESS PLANFunction/Office:
Tier:
CRITERIAAREA
OBJECTIVES ACTIVITIES PERFORMANCE INDICATORS
(Measures)
TARGETS(%, #, Score,
Timeframe, etc.)
PROGRESS(CURRENT
STATUS)
PERSON (S) RESPONSIBLE
MISSION
VISION
1. LEADERSHIP
2. STRATEGIC PLANNING
3. CUSTOMER & MARKET FOCUS
4. MEASUREMENT, ANALYSIS,
KNOWLEDGE MANAGEMENT
5. HUMAN RESOURCE FOCUS
6. PROCESS MANAGEMENT
7. ORGANIZATIONAL RESULTS
USING THE BUSINESS PLAN FORMAT
OBJECTIVES (SOME MIGHT CALL THEM GOALS) ARE THE BROADLY DEFINED ISSUES YOU NEED
TO ADDRESS OR ACCOMPLISH
EXAMPLES (FROM TIER ONE):“ENHANCE MOBILITY AND ECONOMIC
COMPETITIVENESS”“IMPROVE EXTERNAL CUSTOMER
SATISFACTION”
(CONTINUED)
BUSINESS PLANFunction/Office:
Tier:
CRITERIAAREA
OBJECTIVES ACTIVITIES PERFORMANCE INDICATORS
(Measures)
TARGETS(%, #, Score,
Timeframe, etc.)
PROGRESS(CURRENT
STATUS)
PERSON (S) RESPONSIBLE
MISSION
VISION
1. LEADERSHIP
2. STRATEGIC PLANNING
3. CUSTOMER & MARKET FOCUS
4. MEASUREMENT, ANALYSIS,
KNOWLEDGE MANAGEMENT
5. HUMAN RESOURCE FOCUS
6. PROCESS MANAGEMENT
7. ORGANIZATIONAL RESULTS
USING THE BUSINESS PLAN FORMAT
THE FIRST PLACE TO LOOK FOR OBJECTIVES IS IN THE HIGHER TIERS. YOU WANT TO, AS
MUCH AS POSSIBLE, INCLUDE THE OBJECTIVES FROM THE HIGHER TIERS AS THEY APPLY TO
YOUR FUNCTION OR AREA
(CONTINUED)
BUSINESS PLANFunction/Office:
Tier:
CRITERIAAREA
OBJECTIVES ACTIVITIES PERFORMANCE INDICATORS
(Measures)
TARGETS(%, #, Score,
Timeframe, etc.)
PROGRESS(CURRENT
STATUS)
PERSON (S) RESPONSIBLE
MISSION
VISION
1. LEADERSHIP
2. STRATEGIC PLANNING
3. CUSTOMER & MARKET FOCUS
4. MEASUREMENT, ANALYSIS,
KNOWLEDGE MANAGEMENT
5. HUMAN RESOURCE FOCUS
6. PROCESS MANAGEMENT
7. ORGANIZATIONAL RESULTS
USING THE BUSINESS PLAN FORMAT
NEXT, ADD ANY OBJECTIVES THAT ARE UNIQUE TO YOUR FUNCTION OR AREA THAT DO NOT
APPEAR IN THE HIGHER TIER.
THESE COULD INCLUDE SPECIFIC PROJECTS OR PROGRAMS YOU ARE WORKING ON OR WILL BE
WORKING ON IN THE COMING YEAR OR SO.
(CONTINUED)
BUSINESS PLANFunction/Office:
Tier:
CRITERIAAREA
OBJECTIVES ACTIVITIES PERFORMANCE INDICATORS
(Measures)
TARGETS(%, #, Score,
Timeframe, etc.)
PROGRESS(CURRENT
STATUS)
PERSON (S) RESPONSIBLE
MISSION
VISION
1. LEADERSHIP
2. STRATEGIC PLANNING
3. CUSTOMER & MARKET FOCUS
4. MEASUREMENT, ANALYSIS,
KNOWLEDGE MANAGEMENT
5. HUMAN RESOURCE FOCUS
6. PROCESS MANAGEMENT
7. ORGANIZATIONAL RESULTS
USING THE BUSINESS PLAN FORMAT
OBJECTIVES ARE NOT A WISH LIST.YOU SHOULD INCLUDE THOSE ITEMS YOU ARE WORKING ON NOW OR WILL BE WORKING ON
IN THE NEXT YEAR OR SO
THESE OBJECTIVES AND THEIR ACTIVITIES WILL BE MEASURED AND REPORTED…INCLUDE
MEANINGFUL OBJECTIVES THAT YOU WILL ADDRESS
(CONTINUED)
BUSINESS PLANFunction/Office:
Tier:
CRITERIAAREA
OBJECTIVES ACTIVITIES PERFORMANCE INDICATORS
(Measures)
TARGETS(%, #, Score,
Timeframe, etc.)
PROGRESS(CURRENT
STATUS)
PERSON (S) RESPONSIBLE
MISSION
VISION
1. LEADERSHIP
2. STRATEGIC PLANNING
3. CUSTOMER & MARKET FOCUS
4. MEASUREMENT, ANALYSIS,
KNOWLEDGE MANAGEMENT
5. HUMAN RESOURCE FOCUS
6. PROCESS MANAGEMENT
7. ORGANIZATIONAL RESULTS
USING THE BUSINESS PLAN FORMAT
TO REVIEW THE OBJECTIVES IN TIER ONE OR TIER TWO GO TO THE DOT BUSINESS MODEL INFONET
SITE:
http://infonet.dot.state.fl.us/businessmodel/businessplan.htm
FOR TIER ONE: LOOK IN“STATEWIDE DOT BUSINESS PLAN (TIER ONE)”
FOR TIER TWO: LOOK IN“TIER TWO PLANS”
BUSINESS PLANFunction/Office:
Tier:
CRITERIAAREA
OBJECTIVES ACTIVITIES PERFORMANCE INDICATORS
(Measures)
TARGETS(%, #, Score,
Timeframe, etc.)
PROGRESS(CURRENT
STATUS)
PERSON (S) RESPONSIBLE
MISSION
VISION
1. LEADERSHIP
2. STRATEGIC PLANNING
3. CUSTOMER & MARKET FOCUS
4. MEASUREMENT, ANALYSIS,
KNOWLEDGE MANAGEMENT
5. HUMAN RESOURCE FOCUS
6. PROCESS MANAGEMENT
7. ORGANIZATIONAL RESULTS
USING THE BUSINESS PLAN FORMAT
ACTIVITIES: ARE SPECIFIC STATEMENTS OF WHAT YOU WILL DO TO ADDRESS OR ACCOMPLISH THE
STATED OBJECTIVE
ACTIVITIES ARE MOST OFTEN SHOWN IN CHRONOLOGICAL ORDER SHOWING THE
NECESSARY PROGRESSION OF THE STEPS TO MEET THE OBJECTIVE.
(CONTINUED)
BUSINESS PLANFunction/Office:
Tier:
CRITERIAAREA
OBJECTIVES ACTIVITIES PERFORMANCE INDICATORS
(Measures)
TARGETS(%, #, Score,
Timeframe, etc.)
PROGRESS(CURRENT
STATUS)
PERSON (S) RESPONSIBLE
MISSION
VISION
1. LEADERSHIP
2. STRATEGIC PLANNING
3. CUSTOMER & MARKET FOCUS
4. MEASUREMENT, ANALYSIS,
KNOWLEDGE MANAGEMENT
5. HUMAN RESOURCE FOCUS
6. PROCESS MANAGEMENT
7. ORGANIZATIONAL RESULTS
USING THE BUSINESS PLAN FORMAT
EXAMPLES OF ACTIVITIES: (FROM TIER ONE)
“PREPARE ACTION PLANS FOR ALL UNITS TO ADDRESS LOCAL ISSUES”
“AUTOMATE DATA COLLECTION FOR SYSTEM”“PUBLISH FINDINGS ON DOT INFONET”
(CONTINUED)
BUSINESS PLANFunction/Office:
Tier:
CRITERIAAREA
OBJECTIVES ACTIVITIES PERFORMANCE INDICATORS
(Measures)
TARGETS(%, #, Score,
Timeframe, etc.)
PROGRESS(CURRENT
STATUS)
PERSON (S) RESPONSIBLE
MISSION
VISION
1. LEADERSHIP
2. STRATEGIC PLANNING
3. CUSTOMER & MARKET FOCUS
4. MEASUREMENT, ANALYSIS,
KNOWLEDGE MANAGEMENT
5. HUMAN RESOURCE FOCUS
6. PROCESS MANAGEMENT
7. ORGANIZATIONAL RESULTS
USING THE BUSINESS PLAN FORMAT
MOST ACTIVITY STATEMENTS WILL BEGIN WITH ACTIONS VERBS DENOTING THE PROCESS OR TASK(S) THAT MUST BE DONE TO COMPLETE
THEM.
(CONTINUED)
BUSINESS PLANFunction/Office:
Tier:
CRITERIAAREA
OBJECTIVES ACTIVITIES PERFORMANCE INDICATORS
(Measures)
TARGETS(%, #, Score,
Timeframe, etc.)
PROGRESS(CURRENT
STATUS)
PERSON (S) RESPONSIBLE
MISSION
VISION
1. LEADERSHIP
2. STRATEGIC PLANNING
3. CUSTOMER & MARKET FOCUS
4. MEASUREMENT, ANALYSIS,
KNOWLEDGE MANAGEMENT
5. HUMAN RESOURCE FOCUS
6. PROCESS MANAGEMENT
7. ORGANIZATIONAL RESULTS
USING THE BUSINESS PLAN FORMAT
AS WITH OBJECTIVES, ACTIVITIES ARE NOT A “WISH LIST.” THE ACTIVITIES YOU IDENTIFY TO
ACCOMPLISH YOUR OBJECTIVE WILL BE MEASUERD AND REPORTED. INCLUDE
MEANINGFUL ACTIVITIES THAT YOU ARE CURRENTLY PERFORMING OR WILL BE
PERFORMING IN THE NEXT YEAR OR SO IN SUPPORT OF THE DEFINED OBJECTIVE.
(CONTINUED)
BUSINESS PLANFunction/Office:
Tier:
CRITERIAAREA
OBJECTIVES ACTIVITIES PERFORMANCE INDICATORS
(Measures)
TARGETS(%, #, Score,
Timeframe, etc.)
PROGRESS(CURRENT
STATUS)
PERSON (S) RESPONSIBLE
MISSION
VISION
1. LEADERSHIP
2. STRATEGIC PLANNING
3. CUSTOMER & MARKET FOCUS
4. MEASUREMENT, ANALYSIS,
KNOWLEDGE MANAGEMENT
5. HUMAN RESOURCE FOCUS
6. PROCESS MANAGEMENT
7. ORGANIZATIONAL RESULTS
USING THE BUSINESS PLAN FORMAT
TO REVIEW THE ACTIVITES IN TIER ONE OR TIER TWO, GO TO THE BUSINESS MODEL INFONET SITE:
http://infonet.dot.state.fl.us/businessmodel/businessplan.htm.
FOR TIER ONE: LOOK IN“STATEWIDE DOT BUSINESS PLAN (TIER ONE)”
FOR TIER TWO: LOOK IN“TIER TWO PLANS”
BUSINESS PLANFunction/Office:
Tier:
CRITERIAAREA
OBJECTIVES ACTIVITIES PERFORMANCE INDICATORS
(Measures)
TARGETS(%, #, Score,
Timeframe, etc.)
PROGRESS(CURRENT
STATUS)
PERSON (S) RESPONSIBLE
MISSION
VISION
1. LEADERSHIP
2. STRATEGIC PLANNING
3. CUSTOMER & MARKET FOCUS
4. MEASUREMENT, ANALYSIS,
KNOWLEDGE MANAGEMENT
5. HUMAN RESOURCE FOCUS
6. PROCESS MANAGEMENT
7. ORGANIZATIONAL RESULTS
USING THE BUSINESS PLAN FORMAT
PERFORMANCE INDICATORS (MEASURES): ARE THE MEASURES YOU WILL USE TO DETERMINE THE EFFECTIVENESS OF YOUR ACTIVITIES AND THE PROGRESS IN ADDRESSING OR ACCOMPLISHING
YOUR OBJECTIVES.
(CONTINUED)
BUSINESS PLANFunction/Office:
Tier:
CRITERIAAREA
OBJECTIVES ACTIVITIES PERFORMANCE INDICATORS
(Measures)
TARGETS(%, #, Score,
Timeframe, etc.)
PROGRESS(CURRENT
STATUS)
PERSON (S) RESPONSIBLE
MISSION
VISION
1. LEADERSHIP
2. STRATEGIC PLANNING
3. CUSTOMER & MARKET FOCUS
4. MEASUREMENT, ANALYSIS,
KNOWLEDGE MANAGEMENT
5. HUMAN RESOURCE FOCUS
6. PROCESS MANAGEMENT
7. ORGANIZATIONAL RESULTS
USING THE BUSINESS PLAN FORMAT
IN MANY CASES, YOU WILL HAVE EXISTING MEASURES THAT CAN BE USED AS PART OF YOUR BUSINESS PLAN. IT IS NOT NECESSARY THAT YOU
DEVELOP NEW MEASURES JUST FOR THE BUSINESS PLAN IF MEASURES ALREADY EXIST.
(CONTINUED)
BUSINESS PLANFunction/Office:
Tier:
CRITERIAAREA
OBJECTIVES ACTIVITIES PERFORMANCE INDICATORS
(Measures)
TARGETS(%, #, Score,
Timeframe, etc.)
PROGRESS(CURRENT
STATUS)
PERSON (S) RESPONSIBLE
MISSION
VISION
1. LEADERSHIP
2. STRATEGIC PLANNING
3. CUSTOMER & MARKET FOCUS
4. MEASUREMENT, ANALYSIS,
KNOWLEDGE MANAGEMENT
5. HUMAN RESOURCE FOCUS
6. PROCESS MANAGEMENT
7. ORGANIZATIONAL RESULTS
USING THE BUSINESS PLAN FORMAT
SOURCES OF EXISTING MEASURES MAY BE LAWS, RULES, REGULATIONS, PROCEDURES, PROCESS
MAPS, THE KEY PERFORMANCE MEASURES ESTABLISHED BY THE EXECUTIVE BOARD, ETC.
(CONTINUED)
BUSINESS PLANFunction/Office:
Tier:
CRITERIAAREA
OBJECTIVES ACTIVITIES PERFORMANCE INDICATORS
(Measures)
TARGETS(%, #, Score,
Timeframe, etc.)
PROGRESS(CURRENT
STATUS)
PERSON (S) RESPONSIBLE
MISSION
VISION
1. LEADERSHIP
2. STRATEGIC PLANNING
3. CUSTOMER & MARKET FOCUS
4. MEASUREMENT, ANALYSIS,
KNOWLEDGE MANAGEMENT
5. HUMAN RESOURCE FOCUS
6. PROCESS MANAGEMENT
7. ORGANIZATIONAL RESULTS
USING THE BUSINESS PLAN FORMAT
IN SOME CASES, THE MEASURES IDENTIFIED IN THE HIGHER TIER WILL BE FULLY APPLICABLE TO
YOUR OBJECTIVES AND ACTIVITIES. HOWEVER, AS EACH SUCCESSIVE TIER IS MORE FOCUSED AND
SPECIFIC, IT IS LIKELY THAT YOU WILL HAVE SIMILARLY FOCUSED AND SPECIFIC MEASURES. HIGHER TIER MEASURES ARE ALWAYS A GOOD
REFERENCE TO USE IN BUILDING YOUR MEASURES.
(CONTINUED)
BUSINESS PLANFunction/Office:
Tier:
CRITERIAAREA
OBJECTIVES ACTIVITIES PERFORMANCE INDICATORS
(Measures)
TARGETS(%, #, Score,
Timeframe, etc.)
PROGRESS(CURRENT
STATUS)
PERSON (S) RESPONSIBLE
MISSION
VISION
1. LEADERSHIP
2. STRATEGIC PLANNING
3. CUSTOMER & MARKET FOCUS
4. MEASUREMENT, ANALYSIS,
KNOWLEDGE MANAGEMENT
5. HUMAN RESOURCE FOCUS
6. PROCESS MANAGEMENT
7. ORGANIZATIONAL RESULTS
USING THE BUSINESS PLAN FORMAT
EXAMPLES OF PERFORMANCE INDICATORS (FROM TIER ONE) INCLUDE:
“REDUCTION IN THE NUMBER OF BICYCLE FATALITIES,”
“SURVEY LEADERSHIP SCORES FOR ITEMS 5, 12, 16, 18, 23, 32, 35, 44, & 52),”
“% EXTERNAL CUSTOMER SATISFACTION (BASED ON EXTERNAL CUSTOMER SURVEYS).”
(CONTINUED)
BUSINESS PLANFunction/Office:
Tier:
CRITERIAAREA
OBJECTIVES ACTIVITIES PERFORMANCE INDICATORS
(Measures)
TARGETS(%, #, Score,
Timeframe, etc.)
PROGRESS(CURRENT
STATUS)
PERSON (S) RESPONSIBLE
MISSION
VISION
1. LEADERSHIP
2. STRATEGIC PLANNING
3. CUSTOMER & MARKET FOCUS
4. MEASUREMENT, ANALYSIS,
KNOWLEDGE MANAGEMENT
5. HUMAN RESOURCE FOCUS
6. PROCESS MANAGEMENT
7. ORGANIZATIONAL RESULTS
USING THE BUSINESS PLAN FORMAT
TO REVIEW THE PERFORMANCE INDICATORS (MEASURES) IN TIER ONE AND TIER TWO, GO TO THE
DOT BUSINESS MODEL INFONET SITE:
http://infonet.dot.state.fl.us/businessmodel/businessplan.htm
FOR TIER ONE: LOOK IN“STATEWIDE DOT BUSINESS PLAN (TIER ONE)”
FOR TIER TWO: LOOK IN“TIER TWO PLANS”
BUSINESS PLANFunction/Office:
Tier:
CRITERIAAREA
OBJECTIVES ACTIVITIES PERFORMANCE INDICATORS
(Measures)
TARGETS(%, #, Score,
Timeframe, etc.)
PROGRESS(CURRENT
STATUS)
PERSON (S) RESPONSIBLE
MISSION
VISION
1. LEADERSHIP
2. STRATEGIC PLANNING
3. CUSTOMER & MARKET FOCUS
4. MEASUREMENT, ANALYSIS,
KNOWLEDGE MANAGEMENT
5. HUMAN RESOURCE FOCUS
6. PROCESS MANAGEMENT
7. ORGANIZATIONAL RESULTS
USING THE BUSINESS PLAN FORMAT
TARGETS ARE THE STANDARD OR THE GOAL (OR IN SOME CASES THE RANGE) THAT A PERFORMANCE
INDICATOR (MEASURE) IS EXPECTED TO MEET TO BE CONSIDERED ACCEPTABLE OR ACHIEVING
EXPECTATIONS.THE TARGET IS THE COMPARATIVE USED TO EVALUATE THE MEASURE. TARGETS MAY BE
EXPRESSED AS A NUMBER, PERCENTAGE, DATE (AS IN A DEADLINE), A SCORE, ETC.
(CONTINUED)
BUSINESS PLANFunction/Office:
Tier:
CRITERIAAREA
OBJECTIVES ACTIVITIES PERFORMANCE INDICATORS
(Measures)
TARGETS(%, #, Score,
Timeframe, etc.)
PROGRESS(CURRENT
STATUS)
PERSON (S) RESPONSIBLE
MISSION
VISION
1. LEADERSHIP
2. STRATEGIC PLANNING
3. CUSTOMER & MARKET FOCUS
4. MEASUREMENT, ANALYSIS,
KNOWLEDGE MANAGEMENT
5. HUMAN RESOURCE FOCUS
6. PROCESS MANAGEMENT
7. ORGANIZATIONAL RESULTS
USING THE BUSINESS PLAN FORMAT
IN SOME CASES, THERE MAY BE MORE THAN ONE TARGET FOR A GIVEN MEASURE. FOR EXAMPLE, THERE MAY BE BOTH A DEADLINE DATE AND A
PERCENTAGE TO BE ACHIEVED (PROJECT WILL BE 80% COMPLETE BY OCTOBER 2005).
(CONTINUED)
BUSINESS PLANFunction/Office:
Tier:
CRITERIAAREA
OBJECTIVES ACTIVITIES PERFORMANCE INDICATORS
(Measures)
TARGETS(%, #, Score,
Timeframe, etc.)
PROGRESS(CURRENT
STATUS)
PERSON (S) RESPONSIBLE
MISSION
VISION
1. LEADERSHIP
2. STRATEGIC PLANNING
3. CUSTOMER & MARKET FOCUS
4. MEASUREMENT, ANALYSIS,
KNOWLEDGE MANAGEMENT
5. HUMAN RESOURCE FOCUS
6. PROCESS MANAGEMENT
7. ORGANIZATIONAL RESULTS
USING THE BUSINESS PLAN FORMAT
IF A NEW MEASURE HAS BEEN ESTABLISHED, IT MAY BE THAT THE TARGET(S) FOR THAT MEASURE WILL
HAVE TO BE BASED ON A BEST ESTIMATE UNTIL YOU HAVE SOME EXPERIENCE WITH THE PROGRESS OF THE
MEASURE.TARGETS CAN AND SHOULD BE REFINED AS PART OF
UPDATING AND REPORTING YOUR BUSINESS PLAN.
(CONTINUED)
BUSINESS PLANFunction/Office:
Tier:
CRITERIAAREA
OBJECTIVES ACTIVITIES PERFORMANCE INDICATORS
(Measures)
TARGETS(%, #, Score,
Timeframe, etc.)
PROGRESS(CURRENT
STATUS)
PERSON (S) RESPONSIBLE
MISSION
VISION
1. LEADERSHIP
2. STRATEGIC PLANNING
3. CUSTOMER & MARKET FOCUS
4. MEASUREMENT, ANALYSIS,
KNOWLEDGE MANAGEMENT
5. HUMAN RESOURCE FOCUS
6. PROCESS MANAGEMENT
7. ORGANIZATIONAL RESULTS
USING THE BUSINESS PLAN FORMAT
TO REVIEW THE TARGETS IN TIER ONE AND TIER TWO, GO TO THE DOT BUSINESS MODEL INFONET SITE:
http://infonet.dot.state.fl.us/businessmodel/businessplan.htm.
FOR TIER ONE: LOOK IN“STATEWIDE DOT BUSINESS PLAN (TIER ONE)”
FOR TIER TWO: LOOK IN“TIER TWO PLANS”
BUSINESS PLANFunction/Office:
Tier:
CRITERIAAREA
OBJECTIVES ACTIVITIES PERFORMANCE INDICATORS
(Measures)
TARGETS(%, #, Score,
Timeframe, etc.)
PROGRESS(CURRENT
STATUS)
PERSON (S) RESPONSIBLE
MISSION
VISION
1. LEADERSHIP
2. STRATEGIC PLANNING
3. CUSTOMER & MARKET FOCUS
4. MEASUREMENT, ANALYSIS,
KNOWLEDGE MANAGEMENT
5. HUMAN RESOURCE FOCUS
6. PROCESS MANAGEMENT
7. ORGANIZATIONAL RESULTS
USING THE BUSINESS PLAN FORMAT
PROGRESS (CURRENT STATUS) IS YOUR ACCOMPLISHMENTS TO DATE ON ACHIEVING YOUR
OBJECTIVE. THIS COLUMN ON THE FORMAT IS USED TO DO YOUR MONTHLY/QUARTERLY REPORT.
(CONTINUED)
BUSINESS PLANFunction/Office:
Tier:
CRITERIAAREA
OBJECTIVES ACTIVITIES PERFORMANCE INDICATORS
(Measures)
TARGETS(%, #, Score,
Timeframe, etc.)
PROGRESS(CURRENT
STATUS)
PERSON (S) RESPONSIBLE
MISSION
VISION
1. LEADERSHIP
2. STRATEGIC PLANNING
3. CUSTOMER & MARKET FOCUS
4. MEASUREMENT, ANALYSIS,
KNOWLEDGE MANAGEMENT
5. HUMAN RESOURCE FOCUS
6. PROCESS MANAGEMENT
7. ORGANIZATIONAL RESULTS
USING THE BUSINESS PLAN FORMAT
PROGRESS MAY BE AS SIMPLE AS REPORTING YOUR MEASURES AGAINST YOUR TARGETS (90% ACHIEVED
THROUGH APRIL 05) OR IT CAN BE A SHORT NARRATIVE. PROGRESS ALSO SHOULD DOCUMENT
CHANGES IN YOUR PLAN SUCH AS ADDED ACTIVITIES, ADJUSTED TARGETS, ETC.
(CONTINUED)
BUSINESS PLANFunction/Office:
Tier:
CRITERIAAREA
OBJECTIVES ACTIVITIES PERFORMANCE INDICATORS
(Measures)
TARGETS(%, #, Score,
Timeframe, etc.)
PROGRESS(CURRENT
STATUS)
PERSON (S) RESPONSIBLE
MISSION
VISION
1. LEADERSHIP
2. STRATEGIC PLANNING
3. CUSTOMER & MARKET FOCUS
4. MEASUREMENT, ANALYSIS,
KNOWLEDGE MANAGEMENT
5. HUMAN RESOURCE FOCUS
6. PROCESS MANAGEMENT
7. ORGANIZATIONAL RESULTS
USING THE BUSINESS PLAN FORMAT
TO REVIEW THE PROGRESS IN TIER ONE AND TIER TWO, GO TO THE DOT BUSINESS MODEL INFONET SITE:
http://infonet.dot.state.fl.us/businessmodel/businessplan.htm
FOR TIER ONE: LOOK IN“STATEWIDE DOT BUSINESS PLAN (TIER ONE)”
FOR TIER TWO: LOOK IN“TIER TWO PLANS”
BUSINESS PLANFunction/Office:
Tier:
CRITERIAAREA
OBJECTIVES ACTIVITIES PERFORMANCE INDICATORS
(Measures)
TARGETS(%, #, Score,
Timeframe, etc.)
PROGRESS(CURRENT
STATUS)
PERSON (S) RESPONSIBLE
MISSION
VISION
1. LEADERSHIP
2. STRATEGIC PLANNING
3. CUSTOMER & MARKET FOCUS
4. MEASUREMENT, ANALYSIS,
KNOWLEDGE MANAGEMENT
5. HUMAN RESOURCE FOCUS
6. PROCESS MANAGEMENT
7. ORGANIZATIONAL RESULTS
USING THE BUSINESS PLAN FORMAT
THE PERSON(S) RESPONSIBLE IS THE TITLE, POSITION, OR SOMETIMES THE NAME OF THE PERSON
DESIGNATED AS BEING RESPONSIBLE FOR AN OBJECTIVE, ACTIVITY, AND/OR MEASURE.
(CONTINUED)
BUSINESS PLANFunction/Office:
Tier:
CRITERIAAREA
OBJECTIVES ACTIVITIES PERFORMANCE INDICATORS
(Measures)
TARGETS(%, #, Score,
Timeframe, etc.)
PROGRESS(CURRENT
STATUS)
PERSON (S) RESPONSIBLE
MISSION
VISION
1. LEADERSHIP
2. STRATEGIC PLANNING
3. CUSTOMER & MARKET FOCUS
4. MEASUREMENT, ANALYSIS,
KNOWLEDGE MANAGEMENT
5. HUMAN RESOURCE FOCUS
6. PROCESS MANAGEMENT
7. ORGANIZATIONAL RESULTS
USING THE BUSINESS PLAN FORMAT
IT IS NOT UNUSUAL FOR THERE TO BE SEVERAL PERSONS LISTED UNDER PERSON(S) RESPONSIBLE FOR A
SINGLE OBJECTIVE. IN SUCH CASES, THERE SHOULD BE SOME REFERENCE AS TO WHAT ACTIVITY OR
MEASURE EACH PERSON IS RESPONSIBLE FOR IN THE PLAN.
(CONTINUED)
BUSINESS PLANFunction/Office:
Tier:
CRITERIAAREA
OBJECTIVES ACTIVITIES PERFORMANCE INDICATORS
(Measures)
TARGETS(%, #, Score,
Timeframe, etc.)
PROGRESS(CURRENT
STATUS)
PERSON (S) RESPONSIBLE
MISSION
VISION
1. LEADERSHIP
2. STRATEGIC PLANNING
3. CUSTOMER & MARKET FOCUS
4. MEASUREMENT, ANALYSIS,
KNOWLEDGE MANAGEMENT
5. HUMAN RESOURCE FOCUS
6. PROCESS MANAGEMENT
7. ORGANIZATIONAL RESULTS
USING THE BUSINESS PLAN FORMAT
TO REVIEW THE DESIGNATED PERSONS RESPONSIBLE AND SEE EXAMPLES OF HOW MULTIPLE LISTINGS FOR
A SINGLE OBJECTIVE ARE DONE, GO TO THE DOT BUSINESS MODEL INFONET SITE:
http://infonet.dot.state.fl.us/businessmodel/businessplan.htm.
FOR TIER ONE: LOOK IN“STATEWIDE DOT BUSINESS PLAN (TIER ONE)”
FOR TIER TWO: LOOK IN“TIER TWO PLANS”
BUSINESS PLANFunction/Office:
Tier:
CRITERIAAREA
OBJECTIVES ACTIVITIES PERFORMANCE INDICATORS
(Measures)
TARGETS(%, #, Score,
Timeframe, etc.)
PROGRESS(CURRENT
STATUS)
PERSON (S) RESPONSIBLE
MISSION
VISION
1. LEADERSHIP
2. STRATEGIC PLANNING
3. CUSTOMER & MARKET FOCUS
4. MEASUREMENT, ANALYSIS,
KNOWLEDGE MANAGEMENT
5. HUMAN RESOURCE FOCUS
6. PROCESS MANAGEMENT
7. ORGANIZATIONAL RESULTS
USING THE BUSINESS PLAN FORMAT
MISSION AND VISION: THESE LINES ON THE FIRST PAGE OF THE BUSINESS PLAN FORMAT ARE FOR SHOWING
THE MISSION AND VISION STATEMENTS OF YOUR FUNCTION OR UNIT IF YOU HAVE ONE.
(CONTINUED)
BUSINESS PLANFunction/Office:
Tier:
CRITERIAAREA
OBJECTIVES ACTIVITIES PERFORMANCE INDICATORS
(Measures)
TARGETS(%, #, Score,
Timeframe, etc.)
PROGRESS(CURRENT
STATUS)
PERSON (S) RESPONSIBLE
MISSION
VISION
1. LEADERSHIP
2. STRATEGIC PLANNING
3. CUSTOMER & MARKET FOCUS
4. MEASUREMENT, ANALYSIS,
KNOWLEDGE MANAGEMENT
5. HUMAN RESOURCE FOCUS
6. PROCESS MANAGEMENT
7. ORGANIZATIONAL RESULTS
USING THE BUSINESS PLAN FORMAT
IF YOU DO NOT HAVE A MISSION OR VISION FOR YOUR FUNCTION OR UNIT YOU MAY LEAVE THESE LINES BLANK OR DELETE THEM FROM YOUR PUBLISHED
BUSINESS PLAN.
(CONTINUED)
BUSINESS PLANFunction/Office:
Tier:
CRITERIAAREA
OBJECTIVES ACTIVITIES PERFORMANCE INDICATORS
(Measures)
TARGETS(%, #, Score,
Timeframe, etc.)
PROGRESS(CURRENT
STATUS)
PERSON (S) RESPONSIBLE
MISSION
VISION
1. LEADERSHIP
2. STRATEGIC PLANNING
3. CUSTOMER & MARKET FOCUS
4. MEASUREMENT, ANALYSIS,
KNOWLEDGE MANAGEMENT
5. HUMAN RESOURCE FOCUS
6. PROCESS MANAGEMENT
7. ORGANIZATIONAL RESULTS
USING THE BUSINESS PLAN FORMAT
TO SEE EXAMPLES OF MISSION AND VISION STATEMENTS, GO TO THE DOT BUSINESS MODEL
INFONET SITE:
http://infonet.dot.state.fl.us/businessmodel/businessplan.htm.
USING THE BUSINESS PLAN FORMATIf you have any further questions or would like to schedule a facilitator to help you prepare your Tier Two or Tier Three plan, please contact your Performance Management Office.
D1 Nancy Bassett (863)519-2483 SC 557-2483
D2 Vacant (Contact Central Office for help)
D3 Greg Vickery (850)638-0250 SC 767-1529
D4 Leo Bray (954)777-4414 SC 436-4414
D5 Sybil Jordan (386)943-5462 SC 373-5462
D6 Margaret Callahan (305)470-6733 SC 429-6733
D7 Cholo Valenzuela (813)975-6183 SC 512-7644
CO Larry Ferguson (850) 414-4382 SC 994-4382Nikki Nims (850) 414-4386 SC 994-4386Rick Kelley (850) 414-4384 SC 994-4384Karen Monlyn (850) 414-4385 SC 994-4385