Strategic Planning Process

Southwestern Oklahoma State University

February 14, 2012

Facilitate process that builds from areas of strength, promise & opportunity

to create a 2011-2016 Strategic Plan that will guide the future of the Southwestern Oklahoma

State University.

Goal

Facilitate process that builds from areas of strength, promise & opportunity

to create a 2011-2016 Strategic Plan that will guide the future of the Southwestern Oklahoma

State University.

Goal

Characteristics of Successful Planning

Vision- and Mission-Driven

Positive

Builds on Past

Developed by Campus

Open & Collaborative

Focused

Implementable

Conversational

Creative...........................

Overall Approach

Blue Ocean ThinkingBlue Ocean Thinking

Red vs. Blue Ocean Thinking

Beat Competition

Exploit Existing Demand

Adapt to Trends

Make Competition Irrelevant

Create New Demand

Shape Trends

Blue Ocean Thinking

Elements of a Strategic Plan

What do we have to do to achieve Mission and move forward?

What are we going to 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?

How will we know whenwe have arrived?

Desired Outcomes

Who? When? How?

Core ValuesWhat are the fundamental beliefs?

Elements of a Strategic Plan

Inside ⇆ Outside

What do we have to do to achieve Mission and move forward?

What are we going to 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?

How will we know whenwe have arrived?

Desired Outcomes

←

←

Strategic Position

Who? When? How?

Core ValuesWhat are the fundamental beliefs? ←

Strategic Positioning

A strategic position is the location of your enterprise in relation to others in your competitive space. Map your competitive space

Who else does what you do?

What are the criteria for comparing entities in your competitive space?

What makes you distinctive?

Positioning Fundamentals

Steps & Schedule

1. Preparation “Getting Started” January/Early February, 2012

2. Town Hall Meeting “Bringing Everyone on Board” Early February, 2012

3. Strategic Research “Discovering the Dots” February/March, 2011

4. Draft Vision, Mission and Goals “Connecting the Dots” March, 2012

5. Formulate the Desired Outcomes “Charting the Course” April, 2012

6. Determine the Strategies “Setting the Sails” Summer, 2012

7. Draft/Review Strategic Plan “Beginning the Journey” Early Fall, 2012

Step 1 (This Week)

Preparation “Getting Started”

Refine process

- Roles & relationships

Review documents

Develop communication plan

- Internal

- External

Step 2 (This Week)

Initial Meetings: “Bringing Everyone on Board”

Town Hall

Stakeholder Representatives

Strategic Research: “Discovering the Dots” Conversations with:

Faculty, Staff, Students - SGA Leaders

- In class VPs & Deans, Directors, Department Chairs Community Leaders Open Forums

Analyze Existing Data Self study, regional data, etc.

Gather Additional Information Peers and Competitors

Step 3 (Feb./March)

The goal is to engage everyone

Draft Vision, Mission Goals: “Connecting the Dots” Planning Council refines/develops:

- Core Values, Vision, Mission

- Strength

- Driving Forces

- Planning Assumptions, including funding

- What we have to do to achieve Mission and move forward

Planning Council translates “what we must do” into Goal statements.

Common themes, strengths, opportunities, “big Ideas”

Step 4 (March)

Example: “Increase the number of students taking advantage of the educational opportunities at SWOSU, and assist them to realize their educational goals.”

Step 4 (March)

Budget Officer and Controller estimate revenues from traditional sources, based on historical trends and planning assumptions: enrollment, etc.

Not yet taking into consideration any special revenue-enhancing efforts that might be included in the new strategic plan

Step 4, cont. (March)

Second Meeting of Stakeholder Representative Group

- Share Vision; Mission; Driving Forces;

Planning Assumptions; Goals

Create a cross-divisional Task Force for each goal

Step 5 (April)

- Increase headcount enrollment by 1,000 students

- Increase first-year retention to 65 percent

- Increase six-year graduation rate to 40 percent

- Double transfer students from community colleges

- Cut difference between the retention/graduation rates of all students and Pell and minority students by 50 percent

Task Forces identify Desired Outcomes, e.g.:

Formulate Desired Outcomes – “Charting the Course”

Step 5 cont. (April)

Third Meeting of Stakeholder Representatives Group

Completes things that will occur during the academic year

Elements of a Strategic Plan

Inside ⇆ Outside

What do we have to do to achieve Mission and move forward?

What are we going to 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?

How will we know whenwe have arrived?

Desired Outcomes →

←

←

Strategic Position

Who? When? How? →

Core ValuesWhat are the fundamental beliefs? ←→→

→

→

Step 6 (Summer)

Developing the Strategies: “Setting the Sails” Task Forces to develop strategies - Organized around goals

- Work across organizational lines

- Emphasis on “big ideas”

- Strategies are complete thoughts

• Intro; description; models

- Assess affordability/funding options

Step 6 cont. (Fall)

Review and endorsement by the Executive Council Inform appropriate off-campus individuals & groups

Step 7 (Fall)

Prepare Strategic Plan Document: “Begin the Journey”

Steering Committee Develops Strategic Plan - Possibly a summary suitable for PR/Fund Raising - Power Point Presentation

PR/Marketing Office develop communications plan

Celebration!

Strategic Planning Process

Southwestern Oklahoma State University

February 14, 2012