bonner director 2016 - strategic planning presentation

•  What’s Strategic Planning?

•  Do we need a strategic plan?

•  Why?

•  What do we need

to develop one?

•  How do we do it?

•  What does it look like?

•  What do we do with it?

A process that can help:• Set priorities

• Strengthen operations

• Establish values

• Allocate resources

• Plan implementation of the above

• “the process is the product”

•  It is not:• A panacea• Easy• Non-controversial

Are you…• Not sure which projects to pursue?• Taking advantage of opportunities, rather than

seeking them out?•  Lacking a long-term plan to guide short-term

decisions?•  Experiencing mission creep?• Undergoing leadership transition?•  Facing external performance pressures

(assessment, outcomes, etc.)?

• Clarity of purpose

• Framework and values to guide decisions

• Guidance on what to/not to pursue

• Process: get buy-in

• Process: tell your story

• Bigger impact through longer-term plan

• Information!

• Lots of it.

• Self-study

• External review

• Assessment

information

• Concerns/issues/complaints

• Commitment to the process• Trust that everyone shares that

commitment• Willingness to confront long-term issues• Openness to fundamental change• Ability to commit to planning process

(resources, time)• Planning process leadership

Preliminary:• Determine team and roles

• Determine needs and process

• Talk to people in your networks

• Discuss what major issues you anticipate and how to address them

• Talk to supervisors about what ‘needs’ to be done

•  Find external facilitator (?)

•  Inventory stakeholders and programs

Go!

• Gather information. Lots. (Self Study)

• Get feedback. (External Review)

•  Process, analyze, respond to information and feedback.

• Based on the above, and in relation to institutional mission and priorities: Create/revise mission, vision, values

Keep going…

•  Retreat!

• SWOT

• Feedback on mission, vision, values

• Goals/Priorities

• Summary

•  Analyze retreat data

•  Draft goals and priorities

Keep going…• More Feedback

• Focus groups with different constituencies (original participants, staff, faculty, partners, students, admin)

• Key players

• Supervisors/board

• Revise

•  Still More Feedback (select group of stakeholders)

• Revise

Keep going…

• Align with Institutional Mission and Priorities

• Develop metrics

• Finalize!

• Get approval, whatever that looks like

• Go! For real, this time.

Fall 2014: •  Campus-wide Task Force on Community Engaged Learning

Spring 2015:•  Task Force Report•  Self Study (January-April)•  External Review (April)

Fall 2015•  Talk with colleagues•  Interview Consultants•  Talk with staff•  Work with Institutional Effectiveness/Assessment•  Work with Supervisors/Administration•  Draft Mission, Vision, Values

January 5-21:•  Development of draft mission, vision, values with CELR Center staff,

consultant

January 22: CELR Center strategic planning retreat•  35 participants: TCNJ faculty, staff, administration•  Situational/SWOT Analysis of CELR Center•  Discussion and feedback on draft mission, vision, values statements•  Preliminary goals and priorities developed

January 23-February 15: •  Draft goals developed from retreat input, mission, vision, values revised•  Retreat participants review, comment on, and confirm draft document•  Draft strategic plan developed by CELR Center staff and consultant

 February 15-March 15: stakeholder review and feedback of draft strategic plan•  February 17: Faculty and Staff conversation; 20-25 participants•  February 18: CELR Center staff conversation•  March 2: Student conversation; 14 participants•  March 3: Community Partner conversation; 11 participants•  One-on-one conversations with 10 community partners•  March 4-15: Revision of draft plan by strategic planning team

March 15-April 15: review of revised draft plan•  March 17: CELR Center staff conversation•  March 18: Associate Provost conversation•  March 21: Review draft plan with consultant•  March 23: Student conversation; 5 participants•  April 12: Bonner Community Scholar conversation; 90 participants•  April 12-15: Revision of draft plan by strategic planning team

April 15-April 27: •  Electronic review of draft plan to all participants to-date•  Development of metrics with consultant, Associate Provost

April 27-May 31: •  May 2: review of draft plan and metrics with consultant•  Final revision of plan•  Development of final document

June 2016: Done?

• Prioritized objectives and actions

• Continued to work on them

• Return to them at leadership and staff meetings

• Monitor goals and objectives

• Reevaluate progress and priorities annually

• Reevaluate metrics

and their significance

• I’ll let you know

next year…

• Have the process reflect your values

• Do what’s useful for you

• You have most of what you need already

• It’s an opportunity; use it

• Balance of what you are and what you could/want to be

• Participation is key

• Only a plan!