STRATEGIC PLANNING PROCESS

FACILITATED BY: JOHN D. WELTY

AASCU-PENSON CENTER

FACILITATE A PROCESS THAT BUILDS FROM AREAS OF STRENGTH,

PROMISE AND OPPORTUNITY TO CREATE A STRATEGIC PLAN

THAT WILL GUIDE THE FUTURE OF DIXIE STATE DIXIE STATE

UNIVERSITYUNIVERSITY 2015 - 2022

GOALGOAL

VISION DRIVENLEADERSHIP IS ENGAGEDBUILDS ON THE PAST

OPEN AND INCLUSIVE

CONVERSATIONAL: AVOIDS PLANNING JARGON

POSITIVE AND OPTIMISTIC

DEVELOPED BY THE CAMPUS

FOCUSES ON “BIG IDEAS”

CREATIVE

ACTIONABLE

MEASURABLE

CHARACTERISTICS OF SUCCESSFUL CHARACTERISTICS OF SUCCESSFUL PLANNINGPLANNING

Blue Ocean ThinkingBlue Ocean Thinking

QUALITIES OF SUCCESSFUL PLANNINGQUALITIES OF SUCCESSFUL PLANNING

BEAT COMPETITION

EXPLOIT EXISTING DEMAND

ADAPT TO TRENDS

MAKE COMPETITION IRRELEVANT

CREATE NEW DEMAND

SHAPE TRENDS

Red vs. Blue Ocean ThinkingQUALITIES OF SUCCESSFUL PLANNINGQUALITIES OF SUCCESSFUL PLANNING

In broad terms, what do we have to do to achieve our Mission?

In specific terms, what are we goingto do to achieve our Desired Outcomes?

Who are we?What do we do?Who do we serve?How are we different?

Looking into a crystal ball, what is our ideal future? “Dixie State University is…”

How will we know when we have arrived?

Desired Outcomes

What? Who? When?

Core Values

What are our fundamental beliefs…“truths we hold as self evident?”

Strategic Position←

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ELEMENTS OF A STRATEGIC PLANELEMENTS OF A STRATEGIC PLAN

Inside Outside←

STRATEGIC POSITION:

THE LOCATION OF DIXIE STATE UNIVERSITY RELATIVE TO OTHERS IN ITS COMPETITIVE SPACE.

IT’S CONSISTENT IMAGE OR “BRAND”

INTERNALLY

EXTERNALLY

- TO COMMUNITY, REGION, STATE, WORLD

- PROSPECTIVE STUDENTS, FACULTY, STAFF

- LARGER HIGHER EDUCATION COMMUNITY

THE KEY: HOW ARE WE DIFFERENT?

STRATEGIC POSITIONSTRATEGIC POSITION

1. PREPARATION “GETTING STARTED” NOVEMBER, 2014

2. TOWN HALL MEETING “BRINGING EVERYONE ON DECEMBER, 2014 BOARD”

3. RESEARCH “DISCOVERING THE DOTS” NOV./JAN., 2015

4. CORE VALUES, VISION, MISSION, “CONNECTING THE DOTS” DEC./FEB., 2015 GOALS, STRATEGIC POSITION

5. DESIRED OUTCOMES “ESTABLISHING THE TARGETS” FEB./MARCH, 2015

6. STRATEGIES “CHARTING THE COURSE” MARCH-APRIL,2015

7. DEVELOP IMPLEMENTATION PLAN “SETTING THE SAILS” MAY/JUNE, 2015

8. REVIEW/COMPLETE STRATEGIC PLAN “BEGINNING THE JOURNEY” JUNE, 2015

STEPS AND TIMELINESTEPS AND TIMELINE

PREPARATION “GETTING STARTED”

APPOINT A STEERING COMMITTEE

DEVELOP AND REFINE PROCESS - MEET WITH KEY INDIVIDUALS AND GROUPS - CREATE SUBCOMMITTEES (2) - DEVELOP GUIDING STATEMENTS - CONDUCT RESEARCH

REVIEW DOCUMENTS

CREATE COMMUNICATION PLAN

- INTERNALLY

- EXTERNALLY

STEP 1: November - STEP 1: November - December, 2014December, 2014

Town Hall Meeting – “Bringing Everyone on Board” Review process with members of the campus community Set stage

Small Group Discussions

STEP 2: December, 2014STEP 2: December, 2014

Research: “Discovering the Dots”Summarize and Analyze Interview and Other Data

Facilitator creates a worksheet and helps formulate the key questions and research design.

STEP 3: Nov.-Jan., 2014 -STEP 3: Nov.-Jan., 2014 -20152015

STEP 4: (DECEMBER – STEP 4: (DECEMBER – FEBRUARY, 2014 - 2015) FEBRUARY, 2014 - 2015)

DRAFT VISION, MISSION GOALS: “CONNECTING THE DOTS”

•STRATEGIC PLANNING ADVISORY COMMITTEE (SPAC) REFINES/DEVELOPS:

• CORE VALUES, VISION, MISSION

• STRENGTHS

• DRIVING FORCES

• PLANNING ASSUMPTIONS, INCLUDING FUNDING

• WHAT WE HAVE TO DO TO ACHIEVE MISSION AND MOVE FORWARD

•SPAC TRANSLATES “WHAT WE MUST DO” INTO GOAL STATEMENTS.

EXAMPLE: “ADDRESS WORKFORCE CHANGES IN THE REGION BY ADJUSTING OUR ACADEMIC OFFERINGS APPROPRIATELY.”

SECOND TOWN HALL MEETING

- SHARE CORE VISION; MISSION; STRATEGIC POSITION, DRIVING FORCES; PLANNING PARAMETERS; WHAT-DO-WE-HAVE-TO-DO STATEMENTS (GOALS)

CREATE CROSS-DEPARTMENTAL TASK FORCES AROUND EACH GOAL

STEP 4 Cont.: February, 2015STEP 4 Cont.: February, 2015

In broad terms, what do we have to do to achieve our Mission?

In specific terms, what are we going to do to achieve our Desired Outcomes? (Why? What?

Examples)

Who are we?What do we do?Who do we serve?How are we different?

Looking into a crystal ball, what is our ideal future? “Dixie State University is…”

How will we know when we have arrived? (Desired Outcomes)

Core Values

What are our fundamental beliefs…..“truths we hold as self evident?”

Strategic Position

Each Task Force identifies Desired Verifiable Outcomes

Desired Outcomes – “Establishing the Targets”

Facilitator creates a worksheet and guides in developing these statements

STEP 5: Feb. - March, 2015STEP 5: Feb. - March, 2015

FOR A PRIORITY RELATED TO EXPANDING AND DIVERSIFYING REVENUES:

Increase :− Headcount by “a” students− First-year retention rate to “b” percent− Six-year graduation rate to “c” percent− Annual transfers from community colleges by “d”%

STEP 5 Cont.: Feb. - March, 2015STEP 5 Cont.: Feb. - March, 2015

FOR A PRIORITY RELATED TO ENROLLMENT GROWTH AND STUDENT SUCCESS:

Annually :− Grants and contracts total $_______− Revenues from Continuing Education $_______− Unrestricted donations total $_______− Restricted donations total $________

Third Town Hall Meeting to share the Desired Outcomes

STEP 5 Cont.: March, 2015STEP 5 Cont.: March, 2015

BUDGET OFFICER ESTIMATES REVENUES FROM TRADITIONAL AND NEW REVENUES

IF THE DESIRED OUTCOMES ARE ACHIEVED

STEP 5 Cont.: March, 2015STEP 5 Cont.: March, 2015

In broad terms, what do we have to do to achieve our Mission?

In specific terms, what are we going to do to achieve our Desired Outcomes? (Why? What?

Examples)

Who are we?What do we do?Who do we serve?How are we different?

Looking into a crystal ball, what is our ideal future? “Dixie State University is…”

How will we know when we have arrived? (Desired Outcomes)

Core Values

What are our fundamental beliefs…..“truths we hold as self evident?”

Strategic Position

STRATEGIES: “CHARTING THE COURSE”

TASK FORCES TO DEVELOP STRATEGIES - ORGANIZED AROUND GOALS - WORKING ACROSS ORGANIZATIONAL LINES - EMPHASIZING “BIG IDEAS” - FORMING STRATEGIES AS COMPLETE THOUGHTS

- INTRO; DESCRIPTION; MODELS

Facilitator creates a worksheet and guides in developing the strategies

STEP 6: March/April, 2015STEP 6: March/April, 2015

Fourth Town Hall Meeting to share Strategies

STEP 6 Cont.: April, 2015STEP 6 Cont.: April, 2015

REVIEWS BY APPROPRIATE INDIVIDUALS AND GROUPS (E.G.):

• FACULTY SENATE

• REGENTS/TRUSTEES

• UNIVERSITY COUNCIL

• ACADEMIC COUNCIL

STEP 6 Cont.: April, 2015STEP 6 Cont.: April, 2015

• SPAC presents final draft plan to the President

• President approves a final Strategic Plan for Dixie State University

• Strategic Plan is presented to the Board of Trustees

STEP 6 Cont.: April, 2015STEP 6 Cont.: April, 2015

DEVELOP IMPLEMENTATION PLAN: “SETTING THE SAILS”

STAKEHOLDER MEETING

STRATEGIC PLANNING COMMITTEE DRAFTS STRATEGIC PLAN - COMPLETE ON-LINE DOCUMENT

- SUMMARY SUITABLE FOR PR/FUND RAISING

- POWER POINT PRESENTATION

STEP 7: May/June, 2015STEP 7: May/June, 2015

Strategic Planning Steering Committee Completes Plan- Proofread- Name- Posts on-line - Summary suitable for PR/Fund Raising - Power Point Presentation

PR/Marketing Office Develops Communications Plan

Formal Approval by the Regents/Trustees

Review, Announce, Celebrate– “Beginning the Journey”

STEP 8: June, 2015STEP 8: June, 2015

Special event held to announce the Plan

Vision and Mission

Goals

Desired Outcomes Key Performance Indicators Targets

Strategies Initiatives “Big Ideas”

Implementation Plan Steps Timelines Who Potential Funding Sources

Campus Community

SteeringCommittee/Task Forces

Administration

Ongoing

Annual Assessment of Progress

Adjustments as Needed

Campus Community

CAC/BSPAdministration