Superior Visions 2020 May 9, 2013

1. Superior Visions 2020May 9, 2013

2. Today’s Agenda • Highlights of the previous strategic plan • Why strategic planning now? A brief reflection on state of higher education today • Goal of the plan: What needs to be accomplished? • The strategic planning process • Meet the Committees: Steering committee and circle of researchers/readers • Timeline • Call to action

3. Strategic Priorities 2008-2012 • Seven Strategic Themes • Academic Excellence • Culture of Respect • Campus Life • Continuous Improvement • Resource Management • Enrollment Management • University Image

4. Criticisms of the Previous Plan • “Laundry List”; not prioritized, not strategic • Not informed by external forces or data • If everything is a priority, then nothing is a priority • Used anecdotal input to create a list of 37 goals • Goals were not S.M.A.R.T. • No end date of the plan or expectations when goals would be accomplished • WEAVEOnline was poorly implemented as a planning tool

5. What has been accomplished in the past 2 years (2011-2013)? • Opened and relocated employees to Swenson Hall and Barstow Hall in Summer 2011 • Sponsored the Board of Regents and Chancellor’s Inauguration in 2012 • Managed and recovered from a $23 million natural disaster • Completed a comprehensive Self-Study and received reaffirmation of accreditation for 10 years!

6. Ten Highlights from our 2008-12 Strategic Plan 10. Implemented programs to recognize and support students’ achievements (AE). 9. Made progress on assessment of student learning outcomes (AE/CI). 8. Expanded undergraduate research opportunities (AE). 7. Created a unified, comprehensive marketing strategy (UI). 6. Created structures to support the institution’s work through a Grants Office, Institutional Research Office and Assessment Coordinator and Liaisons (AE,RM).

7. Ten Highlights (continued) 5. Completed the equity scorecard, and climate study; implemented a supervisory management development series for employees in supervisor positions (CR). 4. Completed a $200 million + physical transformation of campus (UI/RM). 3. Developed a variety of programs targeted at increasing student recruitment and retention (CL). 2. Conducted a self-study that resulted in reaffirmation of accreditation. 1. Made significant progress on the implementation of six high impact practices as a part of our student’s Liberal Arts experience (AE).

8. A brief tour of trends, expectations, priorities, and realities regarding American higher education and the UW Superior campus today. Why strategic planning and why now?

9. Forces Lining Up vis-à-vis Higher Ed • President Obama’s State of the Union 2013 • Uncontrolled tuition increases • Lagging graduation rates • Perceived mismatch of degrees with workforce needs • “College Scorecard” to guide students & parents • HLC Accreditation • Student Learning Outcome Assessment • Linking of student learning to planning and budgeting

10. Forces (continued) • Wisconsin Legislative and Regent Perceptions • Cost of attendance • Perceived waste; administrative bloat • Resistant to change and innovation • Business, Industry, Professions • Difficult to work with • Slow to respond; often fail to follow through • Prospective Students; Parents • Cost of attendance • Prospect of employment after graduation

11. Goal of the Plan “…a strategic planning process that builds from areas of strength, promise, and opportunity to create a plan that will guide the future of the University”

12. Strategic “Positioning” • Sets overall direction for the University • Identifies institutional distinctiveness and comparative advantages. • Identifies strategic “best fit” with the University’s environment • Develops a small number of goals; refreshes or replaces those goals as needed.

13. Strategic Positioning Basedon a Scan of… • Constituencies we serve • Need for our programs and services • Constituencies we could serve • Our chosen geography • Our competitors • Our funders • Our human resources • Our special, distinctive assets

14. The strategic plan must… • Redefine institutional Mission and Identity • Identify and market “signature” programs • Better position UW Superior in the marketplace • Ensure program relevance • Ensure high impact practices across all programs • Increase enrollment across all categories of students • Improve student retention • Enhance engagement with larger community • Diversify revenue sources

15. UW-Superior’s Strategic Planning ProcessSuperior Visions 2020

16. Meet the Committees • Strategic Planning Steering Committee (SPSC): Small team to work with our planning consultant to keep the teams on task and on time. (Jerry Hembd, Liz Blue, Brett Jones and Faith Hensrud) • CIPT forms the core and is supplemented with others to provide leadership for 8 research groups. Peter Nordgren, Mary McCauley, Mary Balcer, Jan Hanson, Tim Cleary, Ryan Kreuser, Brent Notbohm, Jenice Meyer, Sue Masterson, Lynne Williams, Debbie Seguin, Wendy Kropid, Vicki Hajewski, Maria Cuzzo, Jeff Kahler, Harry Anderson, Jim Lane, Monica Roth Day (One additional faculty; two students; and the Assistant VC for Enrollment will be added to CIPT)

17. Strategic Planning Process Flow Chancellor CIPT Research Groups: Members form the circle of readers for all planning documents; and will engage others across the institution and from business, community and alumni as appropriate for their work.

18. Strategic Planning: 8 Research Topics • Research Groups: Focus on specific questions • Group One: Who are the constituencies we currently serve and who are the ones we could potentially serve? Peter Nordgren, Mary McCauley • Group Two: What is the demonstrated need for the programs we currently offer? How effective are they? (Mary Balcer, Jan Hanson, Tim Cleary) • Group Three: Who are our competitors and what distinctive advantages do we have (or could we have) relative to them? (Ryan Kreuser, Brent Notbohm) • Group Four: What forces external to the University could affect its future either positively or negatively? (JeniceMeyer, Sue Masterson, Lynne Williams)

19. Research Groups (Continued) • Group Five: What forces internal to the University could affect its future either positively or negatively? (Debbie Seguin, Wendy Kropid) • Group Six: What is the current culture of our University and what should it be? (Vicki Hajewski, Maria Cuzzo) – June 3rd summer conversation; please register through CETL • Group Seven: What are our current revenue sources and what should they be? (Jeff Kahler, Harry Anderson) • Group Eight: What mechanisms do we have in place by which we will be able to monitor the progress on the priorities of our new strategic plan? How effective are those mechanisms? (Jim Lane, Monica Roth Day)

20. Process of Strategic Positioning • Review, reaffirm, or revise Mission Statement • Decide where we want to be in 3-5 years • Define our strategic objectives • Create an implementation plan • Develop an evaluation mechanism • Additionally:Calibrate with accreditation

21. Strategic Planning will be… • Driven by UW-Superior’s Mission • Guided by its Vision and Core Values • Respectful of UW-Superior tradition and heritage • Open, inclusive, and collaborative • Data informed • Creative and entrepreneurial • Implementable • Measureable

22. Timeline for Strategic Planning May 2013 – August 2013 • CIPT Circle of researchers identify data sources, and constituent groups to involve in conducting an environmental scan for each question August – December 2013 • CIPT Research Groups conduct environmental scan Early December 2013 • CIPT Research Groups present findings of research at all campus meeting • Two week open comment period

23. Timeline for Strategic Planning • Jan. 2014 • Steering Committee begins initial draft of strategic initiatives and goals • CIPT Circle of Readers reviews and provides input for revisions • Feb. 2014 • All campus meeting to present the draft initiatives and goals • Comment period; governance review and input

24. Timeline for Planning (Continued) • March 2014 • Steering Committee refines Strategic Initiatives and goals and develops metrics and draft strategic plan • Receives feedback from CIPT Circle of Readers • Revisions made as needed • April 2014 • Strategic Plan with metrics presented to campus • Comment period; Governance review and input • Revisions as needed

25. Timeline for Strategic Planning • May 2014 • Draft plan reviewed by Chancellor’s Senior Staff • Steering committee and Facilitator “polish” the Plan • Superior Visions 2020 Plan presented to UW Superior Community • Implementation and monitoring of the plan begins

26. Planning must occur with an eye on Accreditation… • Higher Learning Commission Criteria: • Criterion One. Mission • Criterion Two. Integrity: Ethical and Responsible Conduct • Criterion Three. Teaching and Learning: Quality, Resources, and Support • Criterion Four. Teaching and Learning: Evaluation and Improvement • Criterion Five. Resources, Planning, and Institutional Effectiveness • Higher Learning Commission March 2013 Site Visit, Evaluation and Recommendations Question: How do these relate to the University’s Strategic Initiatives?

27. Steps Along the Way • Bring key partners/stakeholders on board • Develop standards and metrics for accountability and performance institution-wide • Structural, operational, and cultural change must proceed in concert • There is no status quo

28. Final Thoughts and Call to Action • What kind of university do you want UW-Superior to be? • What are the obstacles to that? • What are you professionally prepared to do to make that happen?

29. Opportunity for Questions • What else do you want to know about our planning process? • Website: www.uwsuper.edu/strategicplan