SO, WHAT S YOUR EXPERIENCE WITH STRATEGIC PLANNING BEEN? Millersville University December 4, 2014
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1 BEYOND THE NUTS & BOLTS OF STRATEGIC PLANNING: NAVIGATING THE CONTEXTUAL ENVIRONMENT Victor DeSantis, Laurie B. Hanich, Lisa R. Shibley, & Lois Dostalik Millersville University December 4, 2014 SO, WHAT S YOUR EXPERIENCE WITH STRATEGIC PLANNING BEEN? 1
2 WHAT POSITION DO YOU HOLD? A. President B. Provost C. Vice President D. Faculty Member E. Institutional Research or Planning Officer F. Other 0% 0% 0% 0% 0% 0% President Vice President Provost Faculty Member Institution Research or Planning... Other WHEN DO YOU EXPECT TO START YOUR NEXT STRATEGIC PLANNING PROCESS? A. Less than 2 years B. 2-3 years C. 4-5 years D. 6 to 10 years E. More than 10 years 0% 0% 0% 0% 0% Less than 3 years Three years 4 5 years More than 5 years More than 10 years 2
3 HOW LONG DO YOU EXPECT YOUR PLANNING PROCESS TO TAKE? A. Less than 6 months B. Six to 12 months C. More than 12 months D. Forever 0% 0% 0% 0% Less than 6 months Six to 12 months More than 12 months Forever WHAT INSTITUTIONAL CONTEXTS CREATE CHALLENGES FOR YOUR STRATEGIC PLANNING PROCESS? SELECT ALL THAT APPLY A. Finding the best ways to solicit input and feedback B. Reducing the timeframe for strategic planning C. Starting the planning process with the right framework and oversight group D. Gaining consensus on various components of the plan E. Identifying measurable goals F. Soliciting faculty support G. Ensuring there is accountability to the plan H. Implementing the plan I. Aligning with Middle States reviews J. Other Finding the best ways to solicit... Identifying measurable goals Starting the planning process wit... 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% Tying the plan into Middle States Ensuring there is accountability t... 3
4 WHAT STAKEHOLDER GROUPS DO YOU INCLUDE? SELECT ALL THAT APPLY A. Alumni B. Board C. Business Leaders D. Community, Civic, & Political Leaders E. Donors F. Faculty G. Partners H. Prospective Students I. Staff J. Students 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% Prospective Students Alumni Board Business Leaders Community, Civic, & Political L... Donors Faculty Partners Staff Students WHAT ARE THE GREATEST OBSTACLES AND CHALLENGES TO YOUR INSTITUTION S STRATEGIC PLANNING PROCESS? SELECT ALL THAT APPLY A. Working with new leadership and understanding their expectations. B. Working with a unionized environment. C. Educating stakeholders RE: strategic planning best practices & process. D. Managing the process in both an efficient and effective way to ensure a solid outcome. E. Determining what the college is and what the college is about. F. Working through competing agendas of various stakeholders. G. Balancing the strategic with compliance realities. H. Developing sufficiently challenging goals to change and elevate the institution. I. Ensuring resources are aligned with the strategic plan. J. Convincing faculty to engage in an opened-minded and forward thinking way. Working with new leadership a.. Determining what the college is... Educating stakeholders RE: strat... 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% Ensuring resources are aligned... Balancing the strategic with com... 4
5 OUR EXPERIENCE WITH STRATEGIC PLANNING: A CASE STUDY Millersville University of Pennsylvania FAST FACTS ABOUT MILLERSVILLE 2010 MSCHE reaffirmation of accreditation; PRR due June 1, undergraduate and graduate students Student-faculty ratio: 22 to full-time faculty 98% of full-time instructional faculty with PhD or terminal degree Public, regional: One of fourteen PA State System of Higher Education institutions Located 4 miles from downtown Lancaster, PA 5
6 CONTEXTUAL ISSUES SURROUNDING OUR STRATEGIC PLANNING PROCESS And Perspectives from Key Players CONTEXTUAL ISSUES: PERSPECTIVES Timeline Political Implications Organizational Structural Changes External Mandates & Accountability System Influences Information Accessibility & Use Employee Morale Communication & Transparency Faculty, Staff & Student Engagement Perspectives Assessment & Planning Officer Dean Faculty Member External Facilitator 6
7 CONTEXTUAL ISSUES: PERSPECTIVES OF AN ASSESSMENT & PLANNING OFFICER (AND ALO) Timeline Political Implications Organizational Structural Changes External Mandates & Accountability System Influences Information Accessibility & Use Employee Morale Communication & Transparency Faculty, Staff & Student Engagement Perspectives Dr. Lisa R. Shibley Assistant Vice President, Institutional Assessment & Planning Millersville University CONTEXTUAL ISSUES: PERSPECTIVES OF A DEAN Timeline Political Implications Organizational Structural Changes External Mandates & Accountability System Influences Information Accessibility & Use Employee Morale Communication & Transparency Faculty, Staff & Student Engagement Perspectives Dr. Victor DeSantis Dean of College of Graduate and Professional Studies & Associate Provost Millersville University 7
8 CONTEXTUAL ISSUES: PERSPECTIVES OF A FACULTY MEMBER Timeline Political Implications Organizational Structural Changes External Mandates & Accountability System Influences Information Accessibility & Use Employee Morale Communication & Transparency Faculty, Staff & Student Engagement Perspectives Dr. Laurie B. Hanich Professor of Educational Foundations Millersville University CONTEXTUAL ISSUES: PERSPECTIVES OF AN EXTERNAL FACILITATOR Timeline Political Implications Organizational Structural Changes External Mandates & Accountability System Influences Information Accessibility & Use Employee Morale Communication & Transparency Faculty, Staff & Student Engagement Perspectives Ms. Lois Dostalik Principal & CEO E4 Strategic Consultancy 8
9 DID THIS SESSION MEET YOUR EXPECTATIONS? A. Yes B. Somewhat C. No 0% 0% 0% Yes Somewhat No TO WHAT EXTENT WAS THIS A GOOD USE OF YOUR TIME? A. It wasn t B. Small extent C. Moderate extent D. Good extent E. Great extent 0% 0% 0% 0% 0% It wasn t Small extent Moderate extent Good extent Great extent 9
10 Yes No 12/10/2014 DID YOU WALK AWAY WITH IDEAS YOU CAN APPLY TO IMPROVE YOUR PLANNING PROCESS? A. Yes B. No 0% 0% CONTACT INFORMATION Lois Dostalik Principal/CEO E4 Strategic Consultancy Victor DeSantis, PhD, Dean of College of Graduate and Professional Studies & Associate Provost, Millersville University Laurie B. Hanich, PhD, Professor of Educational Foundations Millersville University Lisa R. Shibley, PhD, Assistant Vice President, Institutional Assessment & Planning, Millersville University 10
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