Strategic Planning Overview

Transcription

1 Strategic Planning Overview APBC Meeting Mark Mone, PhD October 11, 2012

2 Disclaimer re: Strategic Planning Early in process Initial discussions with expanded cabinet, provost s retreat, chairs, APBC Formative, with your input valued Your experience with strategic plans and our resolve

3 Why Plan Strategically? What s at stake?

4 Why Plan Strategically? 1. Today s actions determine tomorrow s future 2. Control our destiny vs. environmental control (budget, demographics, competitors, etc.): If we fail to plan. 3. Engages all in comprehensive effort 4. Enable us to realize our vision, deliver our mission through our values

5 Relevant Aspects of Strategic Planning

6 Common Vocabulary Mission - The fundamental purpose of an organization or an enterprise, succinctly describing why it exists and what it does to achieve its vision. Values - Beliefs that are shared among the stakeholders of an organization. Values drive an organization's culture and priorities and provide a framework in which decisions are made. Vision What we want to become (aspirational)

7 UWM s Vision We will be a top tier research university that is the best place to learn and work for students, faculty and staff, and that is a leading driver for sustainable prosperity. We will accomplish this through a commitment to excellence, powerful ideas, community and global engagement, and collaborative partnerships.

8 Common Vocabulary, cont d Strategic Planning - an organization's process of defining its strategy, or direction, and making decisions on allocating its resources to pursue this strategy. to determine direction, it is necessary to understand its current position and the possible avenues through which it can pursue a particular course of action. Goals - the result or achievement toward which effort is directed; aim; end. Action Plans - A sequence of steps that must be taken, or activities that must be performed well, for a strategy to succeed: (1) Specific tasks: what will be done and by whom. (2) Time horizon: when will it be done. (3) Resource allocation: what specific funds are available for specific activities.

9 Roadmap: Process and Content Issues

10

11 UWM Strategic Planning Phases Phase 1: Planning & Involving the Campus Community FY12 Q4th Phase 2: Assessing Environment, Engaging Stakeholders, & Collecting Data FY13 Qtr 1 st /2 nd Phase 3: Background, Best Practices & Crafting and Communicating the Plan FY13 Qtr 3 rd Phase 4: Refining & Finalizing the Plan FY13 Qtr 4th 1. Forming the UWM Strategic Planning Team 2. Developing a charter with a clear statement of deliverables, communication plan and project timeframe 3. Working with the Campus established vision and mission statements, developing a process for establishing UWM s guiding values 4. Crafting a structured set of inter view/survey questions 1. Conduct a complete environmental assessment and benchmark analysis 2. We design an inclusive, comprehensive approach to engage all stakeholders in the process 3. We would then commence with data collections 1. Integrating knowledge from trends in higher education and other academic institutions via benchmarking practices 2. Careful data analysis and evaluation will be performed 3. Presentations of the draft strategic plan for feedback and consultation 1. Presenting the next and close to final plan to stakeholders to incorporate final feedback 2. The final deliverable will be a complete plan that contains strategic directions, prioritized action areas, ownership responsibilities, rollout timeframes, and metrics for evaluating progress, including measurable goals and objectives 11

12 UWM s Strategic Planning Model Phase 1 Planning and Involving the Campus Community Form UWM Strategic Planning Team Develop charter: Clear deliverables, communication plan and project timeframe Establish UWM s Guiding Values to support vision and mission Craft interview/ survey questions Who should be involved? What should be included? What do we value? What questions should we be asking?

13 Phase 2 Assessing Environment, Engaging Stakeholders, & Collecting Data 1 Environmental assessment and benchmark analysis 2 Design inclusive, comprehensive approach to engage all stakeholders 3 Collect data Where/what are our environmental problems? Is every stakeholder represented? Who/what will be involved in the data collection process?

14 Phase 3 Background, Best Practices, and Crafting and Communicating the Plan 1 Integrate trends in higher education/academic institutions via benchmarking 2 Data analysis and evaluation 3 Presentations of draft strategic plan for feedback and consultation What are the standards used at our peer and aspirational institutions? What has our research resulted in? What can we improve in our strategic plan?

15 Phase 4 Refining & Finalizing the Plan 1 Present close to final plan to stakeholders; incorporate final feedback 2 Final Plan: strategic directions, prioritized action areas, ownership responsibilities, rollout timeframes, and metrics for evaluating progress Do our stakeholders have any final suggestions? How will the complete plan be implemented?

16 Sample Areas to Integrate with UWM s Strategic Plan Budget Model Academic Planning Units Strategic Plans Master Plan Best Place to Work (BP2W) Best Place to Learn (BP2L) Space Planning Graduate School reorganization SCE review Faculty and Staff Development Reorg n Athletics Strategic Plan Faculty and Staff Compensation Planning Research Strategic Plan RRR (Recruitment, Retention & Research) NWQ Comprehensive Campaign UPS Strategic Enrollment Management Plan Travel Reorganization Plan Cyber Redevelopment Infrastructure Plan Transportation Plan

17 Sample Areas to Integrate, cont d Internationalization Accreditation (Strategic Indicators of Higher Learning) UWS Learning & Program Requirements (legislative mandates) Human Capital Initiatives (succession planning, professional development) All non-kenwood Ave. campus locations (ZPSH, SFS, Research & Innovation, etc.) Restructure and Integration work Debt Service Enterprise Risk Management Digital Future

18 Characteristics of UWM s Strategic Plan Collaborative, inclusive, and engaging Uses Stakeholder Analysis, SWOT and other leading practices Highly structured, yet customized and flexible Aligned with UWM s Vision, Mission, and Values

19 Goal of Strategic Planning Process Engagement through interaction with all constituents Understanding shared knowledge created Ownership collective direction identified and pursued (bottom up and top down) Outcomes a strategic plan that becomes the roadmap to enable UWM to realize its vision

20 Linkages with Academic Planning Many parallel processes. To be effective, schools and colleges must address: To thrive and realize our own vision in our markets, what will comprise our future program array? Where will we place (and not place) our resources (human, physical, and other)? How do we align with other campus areas (departments, initiatives, etc.)? What is our action plan?

21 Academic Planning Linkages, cont d Academic Planning is the central pillar in our strategic plan Structured, yet flexible criteria and approaches Inclusive: chairs, deans, faculty, staff, students, and others Culture change recognized (learning, teaching, assessment: there is a disciplined approach)

22 Q & A and Suggestions

23 Closing Theme While we ll create a strategic plan to guide UWM in it is the elements of this plan and how we execute them that will determine UWM s future and how successfully we achieve our vision.