How to complete the Business Plan Form

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


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



Tier:

CRITERIAAREA


(Measures)


Timeframe, etc.)

PROGRESS(CURRENT

STATUS)


MISSION

VISION

1. LEADERSHIP









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


THE FORMAT IS AVAILABLE TO WORK IN WORD OR EXCEL DEPENDING ON YOUR PREFERENCE

CLICK HERE TO VIEW TIER ONE BUSINESS PLAN




Tier:

CRITERIAAREA


(Measures)


Timeframe, etc.)

PROGRESS(CURRENT

STATUS)


MISSION

VISION

1. LEADERSHIP









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

http://infonet.dot.state.fl.us/businessmodel/PDF/tier%20two%20functions%20list.pdf


Tier:

CRITERIAAREA


(Measures)


Timeframe, etc.)

PROGRESS(CURRENT

STATUS)


MISSION

VISION

1. LEADERSHIP









ENTER EITHER TIER TWO OR TIER THREE DEPENDING ON THE LEVEL OF

THE PLAN YOU ARE DEVELOPING


Tier:

CRITERIAAREA


(Measures)


Timeframe, etc.)

PROGRESS(CURRENT

STATUS)


MISSION

VISION

1. LEADERSHIP









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)


Tier:

CRITERIAAREA


(Measures)


Timeframe, etc.)

PROGRESS(CURRENT

STATUS)


MISSION

VISION

1. LEADERSHIP









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)


Tier:

CRITERIAAREA


(Measures)


Timeframe, etc.)

PROGRESS(CURRENT

STATUS)


MISSION

VISION

1. LEADERSHIP









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)


Tier:

CRITERIAAREA


(Measures)


Timeframe, etc.)

PROGRESS(CURRENT

STATUS)


MISSION

VISION

1. LEADERSHIP









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”

http://infonet.dot.state.fl.us/businessmodel/default.htm


Tier:

CRITERIAAREA


(Measures)


Timeframe, etc.)

PROGRESS(CURRENT

STATUS)


MISSION

VISION

1. LEADERSHIP









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)


Tier:

CRITERIAAREA


(Measures)


Timeframe, etc.)

PROGRESS(CURRENT

STATUS)


MISSION

VISION

1. LEADERSHIP









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)


Tier:

CRITERIAAREA


(Measures)


Timeframe, etc.)

PROGRESS(CURRENT

STATUS)


MISSION

VISION

1. LEADERSHIP









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)


Tier:

CRITERIAAREA


(Measures)


Timeframe, etc.)

PROGRESS(CURRENT

STATUS)


MISSION

VISION

1. LEADERSHIP









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)


Tier:

CRITERIAAREA


(Measures)


Timeframe, etc.)

PROGRESS(CURRENT

STATUS)


MISSION

VISION

1. LEADERSHIP









TO REVIEW THE OBJECTIVES IN TIER ONE OR TIER TWO GO TO THE DOT BUSINESS MODEL INFONET

SITE:


FOR TIER ONE: LOOK IN“STATEWIDE DOT BUSINESS PLAN (TIER ONE)”

FOR TIER TWO: LOOK IN“TIER TWO PLANS”


Tier:

CRITERIAAREA


(Measures)


Timeframe, etc.)

PROGRESS(CURRENT

STATUS)


MISSION

VISION

1. LEADERSHIP









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)


Tier:

CRITERIAAREA


(Measures)


Timeframe, etc.)

PROGRESS(CURRENT

STATUS)


MISSION

VISION

1. LEADERSHIP









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)


Tier:

CRITERIAAREA


(Measures)


Timeframe, etc.)

PROGRESS(CURRENT

STATUS)


MISSION

VISION

1. LEADERSHIP









MOST ACTIVITY STATEMENTS WILL BEGIN WITH ACTIONS VERBS DENOTING THE PROCESS OR TASK(S) THAT MUST BE DONE TO COMPLETE

THEM.

(CONTINUED)


Tier:

CRITERIAAREA


(Measures)


Timeframe, etc.)

PROGRESS(CURRENT

STATUS)


MISSION

VISION

1. LEADERSHIP









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)


Tier:

CRITERIAAREA


(Measures)


Timeframe, etc.)

PROGRESS(CURRENT

STATUS)


MISSION

VISION

1. LEADERSHIP









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.




Tier:

CRITERIAAREA


(Measures)


Timeframe, etc.)

PROGRESS(CURRENT

STATUS)


MISSION

VISION

1. LEADERSHIP









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)


Tier:

CRITERIAAREA


(Measures)


Timeframe, etc.)

PROGRESS(CURRENT

STATUS)


MISSION

VISION

1. LEADERSHIP









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)


Tier:

CRITERIAAREA


(Measures)


Timeframe, etc.)

PROGRESS(CURRENT

STATUS)


MISSION

VISION

1. LEADERSHIP









SOURCES OF EXISTING MEASURES MAY BE LAWS, RULES, REGULATIONS, PROCEDURES, PROCESS

MAPS, THE KEY PERFORMANCE MEASURES ESTABLISHED BY THE EXECUTIVE BOARD, ETC.

(CONTINUED)


Tier:

CRITERIAAREA


(Measures)


Timeframe, etc.)

PROGRESS(CURRENT

STATUS)


MISSION

VISION

1. LEADERSHIP









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)


Tier:

CRITERIAAREA


(Measures)


Timeframe, etc.)

PROGRESS(CURRENT

STATUS)


MISSION

VISION

1. LEADERSHIP









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)


Tier:

CRITERIAAREA


(Measures)


Timeframe, etc.)

PROGRESS(CURRENT

STATUS)


MISSION

VISION

1. LEADERSHIP









TO REVIEW THE PERFORMANCE INDICATORS (MEASURES) IN TIER ONE AND TIER TWO, GO TO THE

DOT BUSINESS MODEL INFONET SITE:





Tier:

CRITERIAAREA


(Measures)


Timeframe, etc.)

PROGRESS(CURRENT

STATUS)


MISSION

VISION

1. LEADERSHIP









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)


Tier:

CRITERIAAREA


(Measures)


Timeframe, etc.)

PROGRESS(CURRENT

STATUS)


MISSION

VISION

1. LEADERSHIP









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)


Tier:

CRITERIAAREA


(Measures)


Timeframe, etc.)

PROGRESS(CURRENT

STATUS)


MISSION

VISION

1. LEADERSHIP









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)


Tier:

CRITERIAAREA


(Measures)


Timeframe, etc.)

PROGRESS(CURRENT

STATUS)


MISSION

VISION

1. LEADERSHIP









TO REVIEW THE TARGETS IN TIER ONE AND TIER TWO, GO TO THE DOT BUSINESS MODEL INFONET SITE:





Tier:

CRITERIAAREA


(Measures)


Timeframe, etc.)

PROGRESS(CURRENT

STATUS)


MISSION

VISION

1. LEADERSHIP









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)


Tier:

CRITERIAAREA


(Measures)


Timeframe, etc.)

PROGRESS(CURRENT

STATUS)


MISSION

VISION

1. LEADERSHIP









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)


Tier:

CRITERIAAREA


(Measures)


Timeframe, etc.)

PROGRESS(CURRENT

STATUS)


MISSION

VISION

1. LEADERSHIP









TO REVIEW THE PROGRESS IN TIER ONE AND TIER TWO, GO TO THE DOT BUSINESS MODEL INFONET SITE:





Tier:

CRITERIAAREA


(Measures)


Timeframe, etc.)

PROGRESS(CURRENT

STATUS)


MISSION

VISION

1. LEADERSHIP









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)


Tier:

CRITERIAAREA


(Measures)


Timeframe, etc.)

PROGRESS(CURRENT

STATUS)


MISSION

VISION

1. LEADERSHIP









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)


Tier:

CRITERIAAREA


(Measures)


Timeframe, etc.)

PROGRESS(CURRENT

STATUS)


MISSION

VISION

1. LEADERSHIP









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:





Tier:

CRITERIAAREA


(Measures)


Timeframe, etc.)

PROGRESS(CURRENT

STATUS)


MISSION

VISION

1. LEADERSHIP









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)


Tier:

CRITERIAAREA


(Measures)


Timeframe, etc.)

PROGRESS(CURRENT

STATUS)


MISSION

VISION

1. LEADERSHIP









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)


Tier:

CRITERIAAREA


(Measures)


Timeframe, etc.)

PROGRESS(CURRENT

STATUS)


MISSION

VISION

1. LEADERSHIP









TO SEE EXAMPLES OF MISSION AND VISION STATEMENTS, GO TO THE DOT BUSINESS MODEL

INFONET SITE:





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

How to complete the Business Plan Form

Business

Transcript of How to complete the Business Plan Form