Strategic Planning Staff Development Week

1. Strategic PlanningStaff Development Week August 2009

2. Agenda • Introductions • Strategic Planning Purpose • Strategic Planning Process

3. Introductions • Tonitta White, Quality Assessment Manager • Scott Epstein, Consultant from Datatel

4. Strategic Plan Purpose (Why Plan?) • Helps us to prepare for change (e.g., economic and technological changes) • Provides direction, guidance, and a common framework for planning and for decision-making • Helps us understand and address current and future stakeholders needs

5. Strategic Planning Framework External Scan Functional Plans Ed MP / Tech Plan Facilities Plan/ Etc Mission/Values/Vision Impact Analysis SWOT Analysis GAP Analysis Goals & Objectives Functional Conversations KPIs Internal Scan Work Unit/Cross- Functional Teams Action Plans Dept/Unit Progress Reports Fast Track Planning

6. Strategic Planning Process September October October - December June-October SWOT Analysis Focus Groups Draft Vision, Mission, Goals, Objectives, KPIs Environmental Scan November - March April January - March January Communicate & obtain input on mission, goals, etc. Create Process to Implement Plan Complete first Draft of Plan Finalize Plan

7. Environmental Scan (Jun – Oct) • Purpose: • Gather data and information (external and internal) • Identify relevant trends • Basis for SWOT Analysis • Process: • Cross-functional team of about 40 employees • Established four subgroups • Each subgroup gathered data/information on a specific topic. • Subgroups identified trends and implications.

8. Focus Groups(September) • Purpose • Obtain information from internal and external stakeholders • Process • Several focus group sessions will be scheduled • There will be focus groups conducted for employees, students and community • Information from groups summarized

9. Strategic Planning Group (September) • A cross-functional Strategic Planning Group (SPG) will be established. • The SPG will be chaired by the president • The SPG will include representatives from: • Senates, Councils and SGA • Lakeshore & Southlake Campus • Student Development, Ed. Affairs, Administrative Affairs, HR andPublic Relations • Environmental Scan Group & IEPR

10. SWOT Analysis SWOT Analysis(October) • The SPG will use Environmental Scan and Focus Group data to identify: • Strengths • Weaknesses • Opportunities • Threats

11. Draft Vision, Mission, Goals, Objectives & KPIs(October - December) • The Strategic Planning Group will use the SWOT to draft: • Vision Statement • Mission Statement • Goals • Objectives • Key Performance Indicators (KPIs)

12. Communication & Input (November - March) • The process will be transparent • SPG representatives will communicate updates to their constituents • Drafts of the Strategic Plan will be communicated to stakeholders • SPG representatives will seek input on the Strategic Plan draft.

13. First Strategic Plan Draft(January) • The first draft of the strategic plan will include: • Highlights SWOT Analysis • Vision, Mission, • Goals and Objectives • Institutional Key Performance Indicators Strategic Plan

14. Implementing Plan(January - March) • Processes and infrastructure needed to implement the plan will be established. • An annual planning calendar • A process for implementing • A monitoring process

15. Final Strategic Plan Draft(April) • The final draft of the strategic plan will be completed by April. • Board Approval will be sought • Final Plan will be communicated to stakeholders (internal & external Final Strategic Plan