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Strategic Planning Toolkit
Dr. Jennifer Campbell
Dr. Ginger Pedersen
Ms. Helen Shub
Most higher education institutions are looking for a better way to do strategic planning.Most higher education institutions are looking for a better way to develop a strategic plan.
What is the current state of your strategic plan
1. Need to develop new plan
2. Plan is underway and progressingand progressing
3. Plan is underway but progression is slow
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Multi‐campus colleges have challenges gaining consensus.
Institutions must have a strategic plan and planning processes guided by the mission.
Multi‐campus colleges have challenges gaining consensus.
The current mission, vision, beliefs, goals and objectives at your institution need revision.
Multi‐campus colleges have challenges gaining consensus.
Your institution has developed revised mission, vision, beliefs, goals and objectives ready for implementation.
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Multi‐campus colleges have challenges gaining consensus.
Adopt the Strategic Planning Toolkit method to guide your planning and implementation processes.
What time frame does your strategic plan use?
1. Ten‐year plan
2. Five‐year plan
3. Three‐year plan
Ten‐year plan
Five‐year plan
Three‐year plan
Other
0% 0%0%0%
4. Other
Multi‐campus colleges have challenges gaining consensus.
The toolkit provides a data‐driven approach to developing a strategic plan.
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Multi‐campus colleges have challenges gaining consensus.
An environmental scan provides a snapshot of the current factors affecting the institution.
Multi‐campus colleges have challenges gaining consensus.
The Environmental Scan was organized around the topics of Demographics, the Economy, Environment and Energy, Learning, Politics, and Technology.
Multi‐campus colleges have challenges gaining consensus.
Campus data sheets provided up‐to‐date enrollment information.
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Multi‐campus colleges have challenges gaining consensus.
Using the toolkit ensures participation from internal and external stakeholders.
How do you gather input to develop a strategic plan?
1. Surveys
2. Meetings with stakeholders
3 i
Surveys
Meetings with stakeholders
Comm
unity meetings
All of the above
0% 0%0%0%
3. Community meetings
4. All of the above
Multi‐campus colleges have challenges gaining consensus.
Campus forums allow each institutional unit to contribute to the planning process.
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Multi‐campus colleges have challenges gaining consensus.
Provosts held meetings for internal and external stakeholders.
Multi‐campus colleges have challenges gaining consensus.
Participants completed a SWOT‐style questionnaire to focus the discussions.
Multi‐campus colleges have challenges gaining consensus.
Each provost prepared a summary document of the meeting results using a template.
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Multi‐campus colleges have challenges gaining consensus.
Participants were invited to a two‐day workshop to review the mission, vision, beliefs, goals and objectives.
Multi‐campus colleges have challenges gaining consensus.
Materials were prepared for the strategic planning workshop.
How do you encourage people to read materials prior to meetings?
1. Threats
2. Nagging emails
3. Reminder phone ll
Threats
Nagging emails
Reminder phone calls
Review
materials in a group
It’s hopeless
0% 0% 0%0%0%
calls
4. Review materials in a group
5. It’s hopeless
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Multi‐campus colleges have challenges gaining consensus.
To help encourage participants to review the materials in advance, a scavenger hunt was provided.
Multi‐campus colleges have challenges gaining consensus.
Technology was used to guide the meeting and facilitate input.
Multi‐campus colleges have challenges gaining consensus.
Groups prepared draft mission, vision, goals and objectives using technology.
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Multi‐campus colleges have challenges gaining consensus.
The final draft documents were distributed, finalized and approved by the administration and board.
Multi‐campus colleges have challenges gaining consensus.
The Toolkit’s methodology results in a strategic plan ready for implementation.
Multi‐campus colleges have challenges gaining consensus.
Administrators were assigned goals and objectives for implementation.
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How are goals/objectives implemented at your institution?
1. Assigned to standing committees
2. Assigned to ad hoc committees
Assigned to standing c...
Assigned to ad hoc com...
Combination of both
0% 0%0%
committees
3. Combination of both
Multi‐campus colleges have challenges gaining consensus.
College staff volunteered or were appointed to serve on a committee.
Multi‐campus colleges have challenges gaining consensus.
Orientation sessions were held on each campus to ensure understanding and participation.
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Multi‐campus colleges have challenges gaining consensus.
Committees were charged with developing action plans.
Multi‐campus colleges have challenges gaining consensus.
Committees met and discussed implementation strategies for each objective.
Multi‐campus colleges have challenges gaining consensus.
The strategies for implementation were detailed in action plans, using a standard template.
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Multi‐campus colleges have challenges gaining consensus.
The action plan template provides for follow‐up at predetermined times in the three‐year cycle.
Multi‐campus colleges have challenges gaining consensus.
Action plans were reviewed and approved by the administration.
Multi‐campus colleges have challenges gaining consensus.
Will the implementation of the toolkit make your strategic planning process more efficient?
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Multi‐campus colleges have challenges gaining consensus.
Developing revised mission, vision, goals and objectives can be a daunting task.
Multi‐campus colleges have challenges gaining consensus.
Use the Strategic Planning Toolkit to make your planning process much easier.
Multi‐campus colleges have challenges gaining consensus.Questions?