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Using Visioning to Lead Organizational Change and Strategic Planning Dr. Austin A. Lane Steve Scheffler Dr. Chris Tkach President Dean Sr. Analyst/IE. Visioning Process. Setting the Stage. Lone Star College System: Overview.
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Using Visioning to Lead Organizational Change and Strategic Planning Dr. Austin A. Lane Steve Scheffler Dr. Chris Tkach President Dean Sr. Analyst/IE
Visioning Process Setting the Stage
Lone Star College System: Overview • Lone Star College System:serves more than 75K students • Campuses: North Harris, Kingwood, Tomball, Montgomery, CyFair, University Park • Mixed racially and ethnically: (39% White, 28% Hispanic, 18% Black, 6% Asian) • Mixed Age Groups: (26% under 20; 36% 20-24; 38% over 24) • Unprecedented growth: over past 3 years (nearly 40% since Spring 2009) • Annual budget: $250,700,000
LSCS Locations LSC-CyFair LSC-Kingwood LSC-Montgomery LSC-North Harris LSC-Tomball LSC-University Park LSC-University Center
Lone Star College-Montgomery: Overview LSC-Montgomery: Overview • Founded 1995 • Large Urban Associates College (13,230 students) • 151 full-time faculty, 318 adjunct • Total of 900 employees • The Woodlands, Texas (30 minutes north of Houston) • Feeder ISDs - Conroe, Montgomery, and Willis • Top transfer destination- Sam Houston State Univ. • $20 million annual budget
Why Visioning? LSC-Montgomery in 2009 • New President (after one year with an interim president) • Systemwide strategic planning process • Intense enrollment growth over past three years • In the middle of large campus expansion (3 new buildings + center) • Give everyone a voice • Affirm/refute SWOT analysis conducted by leadership team • Lay the groundwork for new Unit Effectiveness Process (UEP)
Visioning Process Getting it Done
Visioning Steps • Decisions (location, dates, times, format, budget) • Promotion • Facilitation • CFO (“Chief Facilitation Officer”) • Small Group Facilitators • Facilitator training • Supplies/”Day of” logistics • Scribe • Combining session • Communicating the results • Integration into strategic plan
Facilitator Training We picked facilitators who:• were representative of all areas of the college• were good listeners• were politely forceful• were quick writers
The Visioning Sessions 4 Sessions:Sept. 29: 48 participants (26 staff, 17 faculty, 5 students) Sept. 30: 49 participants (20 staff, 23 faculty, 6students)Oct. 13: 23 community participantsOct. 13: 15 participants (7 staff, 1 faculty, 7 students)Combining SessionOct. 20: 32 participants (20 staff, 11 faculty, 1 student)
Visioning Session “Flow”
Presentation to Dr. Lane / Wrap-Up
Output – Top Ideas “Current/Future State”
Visioning Process Analysis to Action: The Vision Comes Alive
Visioning: Analysis to Action Assessment FormTaking their input and turning it into action
Visioning: Analysis to Action • Assessment Form • Assessment Plan Key Points • Objectives (specific) • Actions Steps (things you need to do in order to accomplish objective) • Timeline • Ownership • Take the time to do it (Build it into process)
“The Maverick Way” Academic Plan (Ann Kirch, VP Instruction) • student learning outcomes • faculty/staff professional dev. • faculty hiring • program advisory committees • section management • dual credit emphasis SEM Plan(Wendell Williams, VP Student Success) Built Around 7 Critical Points: • recruit back • building a college-going culture • end of 1st year • point of entry • transition • 1st 6 weeks • alumni involvement Campus Master Plan (Jim Taylor, VP Administration) • building/construction priorities• traffic flow • capital improvement plan• equipment/furniture
Visioning: Analysis to Action Continuous Improvement Planning: June – September Planning Sessions Document Interventions Implementing: August- May Implement Interventions Initial Results Update Progress (Jan.) Evaluating: May – June Results of Interventions Year-end Update (Accomplishments/Recommendations) Closing the Loop (May)
Visioning Process Continuous Improvement of the Visioning Process
Visioning: Improvements Feedback on Process • Asked participants about the process • 97% Positive rating • 41% Very satisfied • 56% Satisfied • 97% Would participate again • Majority of 2011 facilitators participated in 2009
Visioning: Improvements Feedback on Process • What went well? • 25% - The process • 20% - Camaraderie/Teamwork • 16% - Having a Voice • 15% - Ideas Generated
Visioning: Improvements Feedback on Process • What could be improved? • 34% - Constructive Criticism (minor e.g., shorter sessions) • 21% - More Participants/Greater Representation • 19% - Voting Process (# of Priorities) • 7% - Food/Room Temperature
Visioning: Improvements Lessons learned • Recruit hard (especially students and community) • Pick the right facilitators (and use a CFO) • Stay true to the NGT process • Be flexible • President MUST be actively involved – and present! • Act on the output
The Visioning Sessions • Quotations from Participants Brainstorming sessions. Everyone had a voice w/o criticism. Able to discuss/express ideas w/o ridicule. Everyone had the opportunity to contribute. Organization. Facilitators. Collaboration as a team. Respect-Professionalism. Teamwork. Empowering experience!
The Visioning Sessions Keeping the Vision Alive
Visioning Process Thanks! Questions?