Millersville University Strategic Planning · 2012. 2. 2. · What I Have Discovered in My...
Transcript of Millersville University Strategic Planning · 2012. 2. 2. · What I Have Discovered in My...
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The University of Central Arkansas
Strategic Planning
Dr. David McFarland
Penson Associates Inc.
©2009 Penson Associates, Inc
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Establishing the Support Structure
for Planning
Penson Associates
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The strategic planning chair,
Dr. Michael Schaefer,
and the facilitator
have worked with the President
and many others
to build a suggested process
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Presenting
that
Process
to You
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Today’s Agenda
What I Have Discovered in My Preliminary
Review
The Strategic Planning Structure
Identifying the Strategic Planning and
Resource Council and Its Task Forces
(Continued)
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Agenda (continued)
The Work of the Strategic Planning and
Resource Council (Planning Assumptions
and Driving Forces-Overview of Process)
The Work of the Task Forces
Building a Strategic Plan and a Process
for Successful Accomplishment
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A first look at:Strengths
Weaknesses
Opportunities
Threats/Challenges
Driving Forces
Core Values
Institutional
Distinctiveness
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Appoint a Strategic Planning
Process Coordinator
Dr. Carl Frederickson
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Establish Strategic Planning and
Resource Council (SPARC)
Several General Faculty
Members (Senate Pres., etc.)
Chair of the SPARC; Dr.
Michael Schaefer
Students
President Meadors
Vice Presidents
A Dean
A Division Head
Strategic Planning Process
Coordinator; Dr. Carl
Frederickson (non voting)
A Director
Member of the Secretarial or Clerical Staff
Member of the Custodial or Maintenance Staff
A Functioning Secretary; Ms; Carol Daves (non-voting)
A person to build a communication plan; Mr. Jeff Pitchford
External Members
Others or different members?
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Work of the SPARC Begins
Review the Most Recent Strategic Plans and Accomplishments
Form Task Forces (Institutional Distinctiveness and Governing Ideas)
Create a Communication Plan
(The most serious mistake in communications is to assume it happened.)
Prepare the Planning Assumptions
Determine the Driving Forces
Prepare for a Stakeholders’ Conference
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Governing Ideas
Task Force
Core Values Statement
Mission Statement
Vision Statement
Strategic Directions Statements
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Institutional Distinctiveness
Task Force
Establish the Criteria and Procedures for
Identifying, Assessing, and Developing the
Institution’s Distinctiveness Identity
Identify Opportunities for Distinctiveness
Conduct Open Forums
Prepare Report and Recommendations
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Optional Task Forces
They are totally institutional specific and
need not even exist.
Sometimes it may be appropriate to form a
task force based upon a special strength
or issue at the institution.
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Writing Committee
A writing committee will be formed and
chaired by the SPARC chair or his/her
designee.
The writing committee will be responsible
for creating drafts of Conference results.
The writing committee will be responsible
for the process of “sense making.”
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Estimated Timelines
By late February the planning assumptions statements should be firm.
By late March the driving forces, core values and institutional distinctiveness concepts should be in a near final form to be examined by a stakeholders conference.
By the end of this semester, the mission statement should be well tested.
By the end of this semester, the vision statement should be ready for testing with more work intended.
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Stakeholders’ Conference
A stakeholders’ conference will most likely
occur on April 7, 2010.
The conference will come close to
finalizing the driving forces, core values
and institutional distinctiveness.
The conference will address the mission
and vision statements.
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Estimated Timelines
By late September, the mission statement,
vision statement and a statement of
institutional distinctiveness should be in
near final form.
By late September, the Governing Ideas
task force should have the first draft of the
general strategic goals ready for
consideration.
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Estimated Timelines
In late September or early October a
stakeholders’ conference will be held to initiate
the process to finalize the mission and vision.
At this conference, agreement will begin to form
on the strategic directions/goals.
Any other strategic statement not yet finalized
will be completed at this conference.
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Estimated Timelines
In late November or early December a final
stakeholders’ conference will be held to give
near final input on the strategic goals.
This conference will also be directed at
identifying a list of initiatives within the various
goals in addition to preliminary priorities among
the initiatives.
Prior to this conference many vehicles will be
used to solicit input on potential strategic
initiatives for each goal.
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Estimated Timelines
The President’s Executive Staff will then begin the process of finalizing priorities, building steps within high priority initiatives and considering resource allocations.
These plans will be tested and discussed with the Strategic Planning and Resource Council and the President’s Executive staff at a 1-2 day retreat.
The plan will be widely distributed.
The Strategic Planning and Resource Council will continue as an advisory body to the President as needed.
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Achieve the Goals