The Planning Process at HEART Trust/NTA includes a long-term Corporate Strategic Plan along with an annual operational planning and monitoring process and a longer term Impact Monitoring. Our current Plan covers 2006-2008 and was posted January 2006 and updated in 2007.
The Division recently led the development of the new Strategic Plan 2009/10--2013/14 as well as the development of the Operational Plan 2009/10 and the documents are available below.
The Draft Strategic Plan is subject to further Executive review and modification, and must be approved by the HEART Trust Board of Directors.
The Draft Operational Plan should be used in developing Divisional and Departmental plans of 2009-10. The Operational Plan was finalized by 06 March.
The Corporate Log Frame 2008-09 can be found here. The Consolidated Half Year Performance Report 2008-09 is here.
Online Planning Tool Tutorial updated November 2007.
Annual Performance Report 2006-2007 which includes the final performance scores for the year that ended March 2007 is here.
The Annual Operational Plan 2008-09 was modified May 2008. The document contains the Corporate Log Frame only (in PDF).
Divisional Plans for 2008-09 are here (in PDF):
The complete Annual Operational Plan for 2007-2008, including Divisions and Departments is here.
The LOGICAL FRAMEWORK METHODOLOGY
The Agency uses the Logical Framework (Log Frame) methodology to structure the planning process. Each July an Executive Retreat is convened by the Division to develop the Log Frame for the following fiscal year. Divisions take this overall agency plan and develop Divisional and Departmental Plans consistent with the agency plan. This process is completed by the end of September. A budget for each cost centre is developed along with the Plan by the end of October. The agency budget and plan is finalised in January and approved by the Board.
The achievements against the Plan are monitored monthly and reviewed by the Board. Quarterly reviews are held among the Executive team. At the end of the fiscal year the results are reviewed in a structured process and performance is scored for each working unit with a Log Frame. An Annual Performance Report is published at the end of June.
Information about developing and monitoring a Log Frame can be found here in a document entitled 'The Log Frame Planning Process'. This can be very useful in guiding staff in the proper procedures for developing a sound plan. It also contains the different templates used for the Annual Plan, the monthly reports and the final report for the year. If all you want are the Templates for managing the Log Frame click here. Presentation Materials on Log Frame from training sessions are here.
The Planning and Project Development Division trains staff as Log Frame Facilitators to ensure that the organisation has sufficient resource personnel in the Logical Framework Methodology. These Facilitators are accessible throughout the system and may be called upon to offer some guidance in departments/divisions' annual planning sessions. A a complete list of Facilitators is here.
Click on the links below for more information, or contact the Division at 929-1595.
Planning Documents
The Logical Framework Planning Process
Corporate Strategic Plan 2002-2006: three parts - Part 1, Part 2, Part 3
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