1 STRATEGIC PLANNING Bill Kibler Vice President for Student Affairs Mississippi State University
2 Dwight D. Eisenhower on planning - In preparing for battle I have always found that plans are useless, but planning is indispensable. Plans are nothing; planning is everything.
3 On direction - Alice: I was just wondering if you could help me find my way? Cheshire Cat: Well that depends on where you want to get to. Alice: Oh, it really doesn't matter... Cheshire Cat: Then it really doesn't matter which way you go.
4 John Naisbitt on Vision - Strategic plans are worthless unless there is first strategic vision."
5 Basic principle underlying participative management: What comes down, and How comes up.
6 Benefits of Strategic Planning Clearly define the purpose of the organization and to establish realistic goals and objectives consistent with that mission in a defined time frame within the organization s capacity for implementation. Communicate those goals and objectives to the organization s constituents. Develop a sense of ownership of the plan. Ensure the most effective use is made of the organization s resources by focusing the resources on the key priorities. Provide a base from which progress can be measured and establish a mechanism for informed change when needed. Bring together of everyone s best and most reasoned efforts have important value in building a consensus about where an organization is going.
7 When Should Strategic Planning Be Done? When an organization is just getting started. In preparation for a new major venture, for example, leadership of a new President. At least once a year in order to be ready for the coming fiscal year (However, not all phases of strategic planning need be fully completed each year). Each year, action plans should be updated. The frequency of review depends on the extent of the rate of change in and around the organization.
8 Strategic Planning Models Basic strategic planning Issue-Based or Goal-Based Planning Alignment Model Scenario Planning Organic (or Self-Organizing) Planning
9 Strategic Planning Process (at a College level): Understanding the University s Strategic Plan. Thorough understanding of the institution s priorities. Development (or reaffirmation) of the purpose, mission, vision, and values statements of the college. This includes applying tests to the statements. Communication of these statements to all faculty and staff, soliciting questions of clarification and suggestions for improvement. This communication is face-to-face, with leadership presenting and listening. Development of a document that spells out the purpose, mission, vision, and values of the college.
10 Strategic Planning Process (continued): Development of a communications plan that saturates the consciousness of everyone with the following: What business are we in and why? Where we are going? What we stand for as an organization? Environmental Scan (taking a wide look around) Strengths, Weaknesses, Opportunities and Threats (SWOT Analysis)
11 Strategic Planning Process (continued): Culture survey to establish a baseline against which change can be compared (Change management).
12 Strategic Planning Process (continued): Develop priorities and goals for the college in light of the university strategic plan. Set Goals that are aligned with university goals. Develop strategic plans that are aligned with the university plans. Methods: Educate staff about university s goals and strategic plan. Examine college s vision, mission, and values in light of university s strategic plan. Goal-setting sessions held in all departments. Criteria for these goals include the following: What we hope to accomplish How this relates to the vision of the organization How we will track progress (Note that these statements do not specify how they will attain their goals.)
13 Strategic Planning Process (continued): Develop plans for achieving the college goals Work Plans or Action Plans Methods: Strategy sessions within each organizational unit to create action plans to accomplish the agreed-upon goals that are aligned with the university s vision and plan: Who will do what, when, where, how, with what intent, and how results will be tracked. How the plan supports the realization of the organization's vision. Communication of plans to the leadership as commitment statements.
14 Strategic Planning Process (continued): Unit heads and staffs create unit-level strategic plans. (Most common) Cross-unit committees or work groups to create work plans focused on one or more strategic goals. Assess current programs and services to determine how they align with new goals and to help identify what needs to be put in place to accomplish the new goals.
15 Strategic Planning Process (continued): Implement the Plans and Monitor Progress Objectives Responsibilities Timelines
16 Strategic Planning Process (continued): Monitoring and evaluation is as important as identifying strategic issues and goals. Monitoring and evaluation is to ensure that the organization is following the direction established during strategic planning. Leadership can learn a great deal about the organization and how to manage it by continuing to monitor and evaluate the planning activities and the status of the implementation of the plan. Note that plans are guidelines. They aren't rules. It's OK to deviate from a plan. But planners should understand the reason for the deviations and update the plan to reflect the new direction
17 Strategic Planning Process (continued): Key sources of information used to make decisions about discontinuing, modifying, and implementing programs and services in support of new goals: Data on utilization Surveys Evaluations Feedback from staff Cost-benefit analysis Budgets University goals and priorities College mission, goals, and strategic plans.
18 Strategic Planning Process (continued): Barriers to discontinuing, modifying, and implementing programs and services in support of new goals: Lack of financial resources. Difficulty allocating financial and human resources. Limited staff time. Lack of good data on program effectiveness. Push-back from those who have been served by a program being discontinued. Staff resistance those who have invested a lot of time in the program or service.
19 Strategic Planning Process (continued): Writing and Communicating the Plan Have a plan for who should receive the document.
20 Strategic Planning Process (continued): Strong college-level leadership is critical to achieving strategic alignment. Department heads must understand how their department contributes to the university mission and goals. Department heads must see their department as more than simply providing a service but as central to creating an institutional culture of success. A shift in paradigm may be required in certain departments.
21 FUTURE STATE 2015 Mississippi State University Introduction Vision Process Summary Purpose statement Executive Summary Purpose and process summary Assumptions Goals Strategies for Attaining our Goals Initiatives to Implement our Strategy Appendices A: Centers of Excellence B: Implementation, Review, and Assessment C: Recommendations for Future Implementation or Consideration
22 VISION 2020 Texas A&M University Executive Summary Introduction The Idea The Goal The Best Our Strength The Need Our Core Values Our Mission Our Vision Creating the Culture of Excellence
23 VISION 2020 Texas A&M University - continued The Imperatives Precepts Goals The Next Step Achieving the Culture of Excellence Appendices The Background Participants Resolution to the Regents
24 Sample Strategic Planning Manager (College or Unit level) Purpose: to oversee assessment and strategic planning. Major areas of responsibility: Evaluates the assessment and strategic planning processes in all departments within the college. Directs the development and implementation of more effective outcome measures. Provides research and information on applicable normed benchmarking and assessment instruments. Directs the incorporation of outcomes assessment in the college and all departments strategic planning. Plans, organizes, and develops goals and procedures for assessment and planning for the college. Serves as the central clearinghouse for all college assessment documentation and provides relevant strategic planning information to the various departments and partners of the college.
25 Strategic Communication Digital communication ( and website postings) is frequently viewed as one of the most effective ways to communicate with senior university leadership, students, and the university community as a whole.
26 Communicating Successes to Senior University Leadership Provide information for President s speechwriters. Small group meetings or briefings. messages.
27 Communicating Successes to Senior University Leadership Nontraditional methods Bring students who are impacted by a particular program to the meeting/briefing. Video tape or transcribe students testimonials for meetings, web postings, or print. Meet with VPs and Deans to discuss your college and seek collaborative opportunities. Invite the President and/or Provost to a luncheon with department heads. Discuss your college s role in the university s overall strategic plan. Seek other outreach opportunities to tell your college s story.
28 Communicating Successes to Senior University Leadership Barriers Time, i.e. getting the attention of senior leadership. Unclear understanding of your complete mission and goals.
29 Communicating Information about Programs and Services to Students Web-site postings Create attention getters for targeted audiences on webpage. s Campus newspaper articles or ads. Emerging: Web communities such as Facebook and MySpace. Text messaging.
30 Communicating Information about Programs and Services to Students Barriers Students receive a tremendous amount of information how to make yours stand out. How to effectively target the right students to receive your messages. How to get the student newspaper to print articles about your programs, services, or events: Send information to the editorial board, including student contact information so the newspaper can interview students. Establish a good relationship with the newspaper staff. If all else fails buy an ad!
31 Communicating Successes to the University Community Web-site postings, messages, and press releases are most frequently cited methods. Newsletters. Newspaper articles or ads. Barriers: A tremendous amount of information goes out to the community how to make yours stand out. Who is the target audience?
32 Sources: John E. Jones & William L. Bearley, Organizational Universe Systems, San Diego, CA. Eduventures, Learning Collaborative in High Education,2007. Achieving Strategic Alignment, Boston, MA. Vision 2020 Texas A&M University Strategic Plan, Future State 2015 Mississippi State University Strategic Plan, 2007.
What is Strategic Planning? Simply put, strategic planning determines where an organization is going over the next year or more, how it's going to get there and how it'll know if it got there or not. The
Strategic Planning (in nonprofit or for profit organizations) Written by Carter McNamara, MBA, PhD, Authenticity Consulting, LLC. Copyright 1997 2008. Adapted from the Field Guide to Nonprofit Strategic
Strategic Planning Procedure Manual Adopted by the Strategic Planning Committee January 2003; revised December 2007, revised November 2011; revised September 2012; revised October 2014; revised June 2015
Closing the Circuit: Grounding Institutional Effectiveness in Strategic Planning Presented by: Dr. Holly Verhasselt Assistant Vice President for Academic Affairs Dr. William Bush Associate Professor of
EXECUTIVE VICE CHANCELLOR AND PROVOST UNIVERSITY OF CALIFORNIA, RIVERSIDE POSITION AND RESPONSIBILITIES The University of California, Riverside is seeking a distinguished and innovative individual to help
The Balanced Scorecard Beyond Reports and Rankings More commonly used in the commercial sector, this approach to strategic assessment can be adapted to higher education. by Alice C. Stewart and Julie Carpenter-Hubin
Communication Plan Information Technology Services UC Santa Cruz Updated November 2010 Version 1.4 Author: Lisa Bono Table of Contents TABLE OF CONTENTS... I 1 PURPOSE... 1 2 GOALS AND OBJECTIVES...2 3
Strategic Planning A PRACTICAL GUIDE FOR UNITS AND DEPARTMENTS Contents 1. What is strategic planning?... 2 2. Strategic Planning at Faculty of Medicine where are we?... 3 3. The Faculty of Medicine Strategic
Best Practices: Is your strategic plan up to snuff? ABARIS Consulting Inc. All Rights Reserved. Page 0 of 18 Disclaimer The information contained in this document is the proprietary and exclusive property
Creating a Successful Competency-Based Performance Management System Guide for Replication Asheville-Buncombe Technical Community College (A-B Tech) uses the SEEDS approach (Select Expect Evaluate Develop
Guidelines for Strategic Planning Prepared by Office of Institutional Planning and Development January 2012 Reviewed: March 2013 2 nd Revision: August 2013 3 rd Revision: April 2014 Guidelines for Strategic
Strategic Planning as an Iterative and Integrated Process NACUBO Conference September 22, 2014 2014 Plan A Advisors Session Goals Through a case study of the Strategic Planning Process conducted with Pratt
integrated marketing, communications and branding a new approach New Vice President for Marketing New Division of Marketing and Communications who is in the marketing area? CURRENT Vice President for Marketing
THE TEXAS A&M UNIVERSITY SYSTEM OFFICE STRATEGIC PLAN FY 2008-2012 Released December 18 th, 2007 (Updated as of June 16 th, 2008) Table of Contents Mission and Vision 3 Imperative 1: Customer Satisfaction
Moorpark College COLLEGE PLANNING AND ASSESSMENT The College Planning Model and the College Assessment Model were developed and approved college wide in Spring 2004 and continued to evolve through Spring
So, you re going to plan a big event, but you don t know where to start. Don t panic. This information is designed to help you through this process and smooth out the rough spots of planning and preparing
DEANS PERSPECTIVES ON EFFECTIVE BUSINESS SCHOOL LEADERSHIP: A CONTENT ANALYSIS Green, Ronald F., East Tennessee State University (firstname.lastname@example.org) Spritzer, Allan D., East Tennessee State University (email@example.com)
STRATEGIC PLANNING 1 Strategic planning is the core of the work of an organization whether at the branch or national level. Without a strategic framework you don t know where you are going or why you are
Strategic Plan 2014 2017 The University of Texas at Austin Wellness Network Strategic Plan Contents Mission... 2 Vision... 2 Values... 2 Wellness Network Operations... 3 Summary of Strategic Initiatives...
The Graduate School STRATEGIC PLAN 2007-2016 Table of Contents Page 1. Introduction 4 2. The Graduate School s Mission, Vision and Core Values.. 5 3. Strategic Advantages. 6 4. Strategic Challenges.. 7
General Leadership Competencies Strategic Development of Internal Leaders Competency Based Development Goals and Activities - SAMPLE - Sample Specific Development Goal Sample Development Action (s) (the
Strategic Plan 2012-2014 2012-2014 S Strategic Plan 2012-2014 San Luis Obispo County Community College District San Luis Obispo County Community College District STRATEGIC PLAN 2012-2014 San Luis Obispo
Strategic Planning Process to Span Three Weeks Over the space of three weeks beginning on Sept. 18, a total of 16 facilitated strategic discussion sessions will be held to advance UCO s strategic planning
Management Competencies and Sample Indicators for the Improvement of Adult Education Programs A Publication of Building Professional Development Partnerships for Adult Educators Project PRO-NET April 2001
On-line Student Services Evaluation and Implementation Strategies Action Learning Project Final Report Luoma Leadership Academy Team Members: Rocky Ammerman, Linda Foster, Daniel Macari, Anthony Reisberg,
Budget Model Redesign Initiative Stakeholder Discussions February 18, 2014 University of Memphis Budget Redesign Why should the University of Memphis Explore a budget model redesign? Financial Challenges
Special Report Strategic Planning for Medical Groups.......... The Importance of Long-Range Planning Strategic Planning for Medical Groups The Importance of Long-Range Planning Why Planning Is Important
Strategic Planning Principles & Guidelines An environmental scan informs the division/unit/department of its current position and reviews the external and internal environments. There are many accepted
MARKETING THE SCHOOL LIBRARY G.L.Henning Marketing the School Library 1.Why Market the School Library? What does the school community need to know about you? 1.1 What's a library? Does everyone know about
Overview MANAGEMENT SYSTEMS MANAGEMENT AND LEADERSHIP DEVELOPMENT PROGRAMS Building on research and work with literally thousands of managers over the past thirty years, Management Systems has developed
Strategic Planning: It s A Process Strategic Planning: What Is It? Simply put, strategic planning determines where an organization is going over the next year or more, how it's going to get there and how
ALABAMA CHAPTER, AMERICAN PLANNING ASSOCIATION CHAPTER DEVELOPMENT PLAN FY 2010 FY 2015 Approved: 12/14/10 I. INTRODUCTION Purpose of the Chapter Development Plan The Alabama Chapter of the American Planning
IT Service Desk Health Check & Action Plan Version: 1.0 Date: April, 2003 Authors: Fatima Cabral, Gary Case, David Ratcliffe Pink Elephant Leading the Way in IT Management Best Practices www.pinkelephant.com
Project on Provision of Legal Training Components for Legal Institutions of Iraq Training session on Strategic Planning 24, 25 and 26 October, 2010 Erbil Explanatory Note Prepared by: Mrs. Denise Colonna
1 Revised August 2013 Revised March 2006 Presented to Planning Council December 1993 Table of Content Mission, Vision, and Core Values... 3 Institutional Goals... 4 Historical Perspective and Current View...
Self-Study Town Hall Session Working Group #2 Research, Scholarship and Entrepreneurship Steering Committee Co-Chairs Dean Natalie Eddington Dr. Roger Ward September 9, 2015 Town hall objectives 1. Provide
All Penn organizations are advised to conduct annual tabletop exercises (TTX) to test their Mission Continuity plans. Here are some ideas to help you do that. Our thanks to the School of Arts and Sciences
Integrated Planning Manual 2013-2014 Third Edition 1000 West Foothill Boulevard Glendora, California 91741-1899 www.citruscollege.edu Citrus College Colleagues and Friends: It is my pleasure to present
University of Wisconsin Stout Project Kick-Off February 12, 2013 Project Approach Huron will partner with UW-Stout to conduct a detailed analysis to identify potential cost savings opportunities and operational
STRATEGIC PLAN FY 2016 FY 2018 Page Footer Office of Minority and Women Inclusion A Message from the Director, Office of Minority and Women Inclusion I am pleased to present the first Federal Housing Finance
ILA Strategic Plan 2012 2017 If you practice, study, or teach leadership; If you seek a community of people who share your passion for leadership; We invite you to be a vital part of the continued growth
A New Approach to Needs Assessment and Communication to Connect and Collaborate with Faculty Cindy Elliott Assistant Librarian, Research Services Team The University of Arizona Libraries Jim Martin Associate
Action Plan for the Graduate College Feb. 2012 Western Michigan University Introduction The working premises of this plan are that graduate education at WMU is integral to the identity and mission of the
STRATEGIC PLANNING: A TEN-STEP GUIDE * I. IMPORTANCE OF PLANNING There is broad agreement among nonprofit leaders and experts that planning is a critical component of good management and governance. Planning
Integrated Marketing, Communications and Engagement February 13, 2013 What is integrated marketing and communications and why is it important? An integrated marketing and communications plan is: -- comprehensive,
Field Guide to Consulting and Organizational Development Collaborative and Systems Approach to Performance, Change and Learning Introduction Focus of Guidebook Audiences Content of Guidebook How to Use
SOCIAL MEDIA AND COMMUNICATION MANAGER Hours: Negotiable after interview Pay: Negotiable after interview The Social Media and Communication Manager will implement the Company s Social Media Strategy, develop
Chapter 1: Health & Safety Management Systems (SMS) Leadership and Organisational Safety Culture 3 29 Safety Matters! A Guide to Health & Safety at Work Chapter outline Leadership and Organisational Safety
Cycles of Improvement in Richland College s Institutional Planning, Research, and Effectiveness End of Year Report Format (2012-13 report) The Planning, Research, and Effectiveness team reported results
WEDI: Request for Quotation Business Plan Development Consultant Overview Request for Quotation (RFQ) WEDI, a leading healthcare IT nonprofit, is seeking a highly experienced consultant to help guide the
Strategic Planning Sporting club and associations want to increase membership, raise funds, attract and retain volunteers, develop coaches and officials and maintain good financial and governance management
Texas Woman s University Guidelines for Implementing Distance Education Degrees 1 The offering of entire programs via distance technologies involves rigorous approvals both on and off campus. Individuals
Planning Definitions and Components Integrated Planning Integrated planning is the process whereby all planning and budget activities throughout every level of the organization are effectively linked and
Budget & Planning Mission Statement The mission of the Office of Budget and Planning is to provide timely, accurate, and useful information to decision makers to assist them in making decisions that are
July 2008 UNIVERSITY OF HAWAI I AT MĀNOA M9.101 Guidelines for Executive Evaluations I. OBJECTIVE The objectives of this policy are to: A. Provide a time table for the performance evaluation of Executives
Strategic Planning Planning for Organizational Success By Margaret L. May, Principal Museum Board members and staff are well aware that institutional planning is fundamental to a strong, successful and
Finance Division Strategic Plan 2014-2019 Introduction Finance Division The Finance Division of Carnegie Mellon University (CMU) provides financial management, enterprise planning and stewardship in support
Strategic Planning: A Small College s Approach and Implementation Prepared and Presented by: Dr. Cheryl Marshall, Vice President of Instruction Keith Wurtz, Director of Research and Planning Session Objectives
Overview The at the University of California Office of the President manages the Academic Personnel Manual (APM) policy development process from inception to issuance on behalf of the Provost and Executive
Test scenarios are used to translate a strategic capability (e.g., optimize mission effectiveness) into a realistic situation that illustrates the capabilities needed to achieve those objectives. Grounding
International Agreements Handbook of Procedures & 2011 Guidelines Office of International Affairs Ronan Hall www.oia.cmich.edu Phone: 989-774-4308 Fax: 989-774-3690 Central Michigan University International
program leader & education advisor handbook 1 Integrating Education in Animal Programs: A Guide to Success for Program Leaders and Education Advisors Introduction This guide has been created for program
Lamson Library & Information Technology Services Guiding Text for the Integration of ITS Services with the Library in the Creation of an Information Commons March 31, 2005 Project Goal & Objective: Develop
Position Title: Business Development Manager (BDM) Department: Business Development Reports to: Vice President, Business Development Overall Responsibilities The Business Development Manager is responsible
KEY CONCEPTS FOR INSTITUTIONAL PLANNING AT CSM Strategic Planning: What is It? Strategic planning is a formal consideration of an organization s future course. It is an organization s process of defining
MIRACOSTA COMMUNITY COLLEGE DISTRICT STRATEGIC PLAN 2014-2017 July 1, 2014 MISSION STATEMENT Mission Statement The MiraCosta Community College District mission is to provide superior educational opportunities
1 SOUTH SEATTLE COMMUNITY COLLEGE (Technical Education) COURSE OUTLINE Allen Stowers - Date: January 09 DEPARTMENT: CURRICULUM: COURSE TITLE: Supervision & Management (SMG) Supervision and Management Executive
How Smart Businesses Embrace Change Lessons to Enable a Successful Business Transformation January Paulk Director of Client Services Organizational Change and Business Process Management Services Agenda
Agile Master Data Management TM : Data Governance in Action A whitepaper by First San Francisco Partners First San Francisco Partners Whitepaper Executive Summary What do data management, master data management,
Portfolio Management Professional (PfMP)SM Examination Content Outline Project Management Institute Portfolio Management Professional (PfMP) SM Examination Content Outline Published by: Project Management
Organizational Culture Transformation: Leveraging Culture to Enhance Performance Allison Laks, PsyD Organization Development Manager Sacramento County Airport System Objectives Learn the model for successfully
A Practical Approach to Strategic Planning for Higher Education Institutions Yash Morimoto Assistant Vice President Planning and Institutional Effectiveness About This Presentation 2 Practical step-by-step
OFFICE OF THE CHANCELLOR STATE OF HAWAI'I UNIVERSITY OF HAWAI'I UNIVERSITY OF HAWAI'I AT MĀNOA OFFICE OF THE VICE CHANCELLOR FOR ACADEMIC AFFAIRS External Advisory Council** Internal Administrative Council**
According to Williams and Cowley (2007), there have been numerous diversity plans with different foci, and each of those plans brings with it an important dimension of diversity that needs to be considered
Community College of Philadelphia Administrative Function and Support Service Audit Learning Lab Executive Summary Introduction to Function /Service Description and History The Learning Lab was founded
8 Steps for Leading the Change Process to a Paperless Agency July 25, 2013 Today s Presenters 2 John P. Kotter & Leading Change John Kotter s Bio Former professor at Harvard Authored 18 books on leadership
Comprehensive Administrative Unit Program Review Worksheet 2014-2017 Administrative Unit Area: Prepared By: Jeff Horsley and Debbie Perez-Flores Academic Year: 2014-2017 I. Administrative Unit Description
2013-2014 Academic Year Administrative Assessment Report The Office of Human Resources Mission: The mission of the Office of Human Resources emanates from the spirit of the University s dedication to intellectual,
GRANTWRITING: GETTING STARTED GETTING ORGANIZED GETTING FUNDED Martha Riecks firstname.lastname@example.org Roll Call Popcorn Style - Name - Organization Recapping our Last Session: Finding federal and foundation