Strategic Planning Review

Thursday, October 13th, 2016

Clarity … Consistency … Commitment

Alignment

4

Performance Management System

Essential Elements of a Strategic Plan

Long term Goals

Performance Measures

Accountability

Strategic Initiatives

Balanced Scorecard

Basis for Performance Goals

Financial Success

Public Value & Benefit

Internal Process

Internal Capacity

Customer Focus

5

Balanced Scorecard

Long term Goals

Basis for Performance Goals

Financial Success

Public Value & Benefit

Internal Process

Internal Capacity

Customer Focus

Financial Success

Customer Service

Value and Benefit

Internal Processes

Internal Capacity -People

Balanced Scorecard

Management Decisions

• High Performing Organization

• Sustained Results

• Financial Stability

• Stakeholder Trust

RESULTS

Mission

LT Goal: People

LT Goal: Process

LT Goal: Customer

LT Goal: Value Benefit

LT Goal: Financial

LT Measure

LT Measure

LT Measure

LT Measure

LT Measure

LT Measure

LT Measure

LT Measure

LT Measure

LT Measure

Init

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Init

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Init

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Init

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Alignment Integration

Balanced Scorecard

Vision

Balanced Scorecard

VISION

CURRENT STATE In

itiativ

es

Initia

tive

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Initia

tive

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Initia

tive

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Yr 1

Yr 2

Yr 1

Yr 3

Yr 2

Yr 1

Yr 4

Yr 3

Yr 2

Yr 1

StrategicPlanning ProcessInput Data

PerformanceMeasures

Vision, Mission &

Values

SWOT

Initiatives

Self Assessment

Data

Implementation ofstrategic initiatives

Data Collection

Data Analysis

Annual Strategic Planning Session Recalibrate Using Supporting Data

Monthly/QuarterlyMgmt. Review

Management Review Cycle

Long Term Goals

Flywheel

It Is All About Learning

Use the Scorecard to learn:

How effective your strategies are

If you are achieving your goals

Ask questions – no excuses or blaming

Understand your performance

Identify areas for process improvement

Keep focus on future

Example

Entomology• Thursday, August 4th, 2016 (Carol Black, David Crowder, Laura Lavine,

Jeb Owen, Steve Sheppard, Rich Zack, David James, Doug Walsh, Betsy Beers, Vince Jones, Catherine Daniels, John Stark, Vince Herbert, Allan Felsot, Rose Zhu, Bev Gerdeman, Adam Williams )

– Vision– Mission– Values– Long Term Goals– Long Term Performance Measures

• Friday, September 14th, 2016 (Steve Sheppard, Allan Felsot, Rose Zhu, Bev Gerdeman, Adam Williams, Paul Nabity, Bill Snyder, Jeb Owen )

– Strategic Initiatives (Actions taken to achieve goals)

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What’s Next?

A

DL

I

Methodology

Approach (Plan), Deployment (Do), Learning (Check), Integration (Act)

A

DL

I

Typical Follow-up

Initiative leads will create an IPW, gather

team members and schedule updates

Joint Meeting with all Leads (30 days)

At the Annual strategic planning retreat,

you will be asked to report on status

(completed (SOP), on-going, or new option)

Questions

WSU Leadership

Campuses Extensions Subsidiaries Branch Offices Research Facilities

IntegrationAlignment