Phase Five: Report
The strategic planning statute, KRS 48.810, requires that each program cabinet and specified administrative entity submit an annual strategic plan progress report.
By September 1 of each “off year,” (i.e., 2012, 2014, etc.) even-numbered fiscal years between biennial budget/strategic plan submissions, each program cabinet and specified agency is to submit an electronic copy of their progress report to GSC as a separate document.
GSC will post each progress report along with each agency strategic plan in the online document repository Agency Strategic Plans and Progress Reports so that it is available to OSBD, the Legislative Research Commission (LRC), other interested parties, and the public.
||Progress Report: Getting Started
In order to begin a progress report, it is important to obtain the current strategic plan. Once obtained, copy the strategic plan’s goals and objectives to a new document and title it, “Strategic Plan Progress Report, Agency Number and Name, Origination Date, Revision Date, and Revision Number.” The main purpose of the progress report is to quantify and describe the agency’s progress toward achieving each of the goals and objectives in the strategic plan under which the agency operated in the prior year.
For each goal and its objective(s), the progress report should contain either a quantified statement of progress or one of the following explanatory notes:
• “The program/project has not yet begun;”
• “The program/project has begun but it is too early to see quantitative results;”
• “The program/project has been postponed and is expected to begin on _____[Insert expected start date]______;” or,
• “The program/project has been cancelled or postponed indefinitely.”
There is no formal template for the progress report because the number of goals and objectives will vary from one agency to another. However, a progress report format is require for the electronic submission to GSC.
Sometimes the process of developing a progress report will uncover items in the agency’s strategic plan that may have changed. An agency may update its strategic plan at any time and send a revised electronic copy to GSC. GSC will update the repository with the newest edition.
||Progress Report Steps
1. Goal: Write the goal number and goal statement.
2. Objective: Write the objective number and objective statement under this goal.
a. Write a quantify and describe the agency’s progress in terms of this
3. Objective: Is there another objective under this goal?
a. If “YES” go to Step 2 again.
b. If “NO” go to Step 4.
4. Goal: Is there another goal in this strategic plan?
a. If “YES” go to Step 1 again.
b. If “NO” end the process.
||Fortmatting the Progress Report
Title block, top of page:
[Title] “Strategic Plan Progress Report”
[Insert Agency Number and Name]
[Insert Progress Report Submission Date]
[Insert Version Number]
After the title block, organize the progress report by goal. Each goal is a primary section of the report.
Agency progress on objective
[Repeat for each objective under this goal then repeat process for each additional goal and objectives]