Strategic Planning. Presentation to Senior Administrators Wharton County Junior College November 17, Richard A. Voorhees

Transcription

1 Strategic Planning Presentation to Senior Administrators Wharton County Junior College November 17, 2015 Richard A. Voorhees Steps in Strategic Planning 1. Determine where you are. 2. Identify what s important. 3. Define what you must achieve. 4. Determine who is accountable. 5. Resource your strategies 6. Review. Review. Review. 1

2 12/3/15 High Hanging Fruit Mandatory Student Success Block Scheduling OER Learning Material Hybrid Learning Models Competency Based Learning Focusing on Students 2

3 Linking Existing Plans Assessment Plan Operational Planning Facilities Planning Financial Planning Technol ogy Planning Strategic Plan Unit Plans Academic Planning THECB Plans SACSCOC and QEP 3

4 HARD Questions Why do you want a refresh of your strategic plan? How urgent is the need for change If WCJC could have two accomplishments this year, what would they be? What about in the next five years? Where does past planning get stuck? What is the single metric you liked hearing about this year? the least? 4

5 Rick s Rubrics for a Successful Planning Process If you re not planning, you re planning to fail Convert data to information Perfect data just don t exist Thin to Win Not enough for planning to be participatory; it also had to be decisive Select 3 (maybe 4) main things that make a real difference Collaboration is hard, messy work, and the solutions aren t perfect. Rick s Rubrics for a Successful Planning Process Don t expect a homerun every time Be flexible ready to adjust strategies and goals Don t get lost in deep details Show results widely (even if less than expected) Link clearly to resources Most Critically: Separate the Operational from the Strategic 5

6 We No Longer Live in Actual Communities But Digital Ones Source: Alexia Tsotsis. Retrieved October 10, 2010 athttp://techcrunch.com/2010/10/09/map-of-online-communities/ 6

7 Quality Framework Approach Deployment Improvement Results Levels of Planning Strategic Level Institutional Goals Implementation Plan Operational Level Division-Level Plans Department- Level Plans Tactical Level Polices Procedures 7

8 Traditional (and Failed) Planning Planning Action Emerging View Reflection & Exploration Feedback & Assessment Collective Insights Implementation Harvesting Discoveries Source: The World Café. Brown, J. with Issacs, D. (2005) Action Planning 8

9 Elements of a Comprehensive Strategic Plan Environmental Scan Planning Assumptions Enrollment Simulations and Projections Psychographic Research (attitudes, values, & lifestyles) Labor Market Projections Competitor Analysis Elements of a Comprehensive Strategic Plan (Continued) Instructional Program Vitality Existing Programs to Strengthen New Programs to Consider Programs to Eliminate Projections for New Faculty and Staff Facilities to Match Learner and College Alignment Mission, Vision, & Values Capacity/Load Ratios Program Review Process and Inputs 9

10 Elements of a Comprehensive Strategic Plan (Continued) Role of Technology Research Output and Capacity Services Student Services Administrative Services Community Education Developmental Services Elements of a Comprehensive Strategic Plan (Continued) Comparative Expenditures in Key Areas (NACUBO Categories) Instruction (credit & noncredit) Research Public Service Academic Support Student Services Institutional Support Operation and Maintenance of Plant Scholarships and Fellowships Auxiliary Enterprises 10

11 Working Vocabulary A Planning Goal establishes an overarching direction for the College over the ten years of the Master Plan. It is supported by rationale. A Strategy commits the College to courses of action that support the planning goals. A Success Factor provides visible measures of goal attainment. A success factor includes these elements: specific activities, responsible parties, and target dates. Relationship Among Planning Components Where you are and what you want to do Creativity: exploring options, selecting options, detailed planning 11

12 SUPPORTING STRUCTURE Goals I II III IV... Strategy #1 Strategy #2 Strategy #3 Responsibility for Results Strategy Description & Success Factor(s) Individual Assigned Responsibility Completion Date Cost (if applicable) 12

13 Courage Is Redlining Strategies for Budgeting? Xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx Xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx Xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx Xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx Xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx Xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx Xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx Xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx Xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx Xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx Xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx Xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx Xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx Xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx Xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx Separating the shape shifters from the operationally excellent Master Planning and Annual Operational Planning Review of Strategy Implementation via Success Factors. Revise as Appropriate. Strategic Plan Rolling 3-Year Unit Plans Updated. Resources identified to support strategies Operational Plan Collect data and information to measure performance Approve budget and unit operational plans 13

14 12/3/15 Academic Terms, Administrative Data Systems, What We Know About Students Initial Enrollment End-of-Term Census Date The Academic Term Most of What We Don t Know About Students Happens Here We Could Do So Very Much Better Here Most of What We Do Know About Students Happens Here Two Types of Data Wall Paper Most factbooks Historical reports Most accreditation studies Nearly all strategic plans Most journal articles Many government reports Actionable Data Cohort survival data (Disaggregated) Enrollment scenarios Program enrollment trends matched to transfer numbers and labor markets Focus group research Competitor analysis Market penetration rates 14

15 Two Data Types Inward -Market Yield -Class Data -Program Data -Retention Data -Financial Aid Data Outward -Labor Markets -Demographic Shifts -Attitudinal Shifts -Environmental Scan -Political Environment The Tighter the Better Key Dates Week of November 16, planning process and dates finalized. Week of November 23, SWOT survey opens Week of December 7, review and finalization of environmental scan and planning assumptions 15

16 Key Dates Week of Jaunuary 11, WCJC reviews strategic data. Voorhees presents to Convocation Week of February 1, WCJC reviews strategic goals, strategies, and accountability measures Key Dates February 10 and 11, round of strategy sessions to review strategic goals, strategies, and accountability measures February 15, WCJC identifies resources to support plan March 4, draft report delivered 16

17 Key Dates March 18, final report delivered March 18, WCJC begins tying strategic planning goals and strategies to identified budget Sources and Credits Brown, J. with Issacs, D. (2005). The World Café: Shaping our futures through conversations that matter. San Francisco: Berrett-Koehler Publishers, Inc McLaughlin, G.W. & Howard, R.D. (2004). People, Processes, and Managing Data (2 nd ed.). Tallahassee, FL: Association for Institutional Research All Photographs appear under a Creative Commons License Wall paper chickens adapted from an image by ynskjen 17