Leading Campus-wide Strategic Planning from the Center Session One: Engagement October 20, 2014

1. Leading Campus-wide Strategic Planning from the CenterSession One: EngagementOctober 20, 2014

2. Content (Agenda): • FY15 leadership series • Why strategic planning now? • What has been done so far • Strategic planning process as envisioned to date • Key questions as to what chairs think the strategic plan should address   • What information will department do you and the faculty need to engage in university process and any unit processes?

3. Why Strategic Planning now?

4. Goals for the Session • Explain the University’s process for strategic planning to your faculty colleagues. • Provide input into the questions our strategic plan should answer. • Consider the format for engaging colleagues in the process. • Help colleagues understand how University planning, unit plans, and other efforts (Strategic Enrollment Management, Performance-Based Budgeting, Academic Program Prioritization…) align.

5. Outcomes of the ALPS retreat

6. Portland State University Overview of ALPS 2014 October 20, 2014

7. ALPS 2014 Three-Fold Purpose • The purpose of the 2014 Annual Leadership Planning Session (ALPS) was to: • Set the stage for re-connecting and unifying University stakeholders; • Enter into a facilitated dialogue on how the strategic planning process might be organized; and • Start the conversation on key opportunities and challenges that will be important for the strategic plan to address. | 7

8. How the Day Was Organized • The day was designed to be highly interactive and engaging for all of the participants. • The participants were divided into 11 teams and were asked eight questions. • The teams had time to discuss their perspectives then share their insights with the larger group.

9. The Participants • Over 85 faculty, staff, students, administrative leaders and Trustees participated in ALPS 2014: Sy Adler Sona Andrews Sarah Andrews-Collier Françoise Aylmer Jackie Balzer Sue Beatty Tom Bielavitz Michael Bowman Chris Broderick Bob Bucker Tom Bull MickiCaskey Gale Castillo Shelly Chabon Torre Chisholm Kristin Coppola Kelly Cowan Carlos Crespo Rachel Cunliffe Jeanne Davidson Lois Davis Scott Dawson VeroniaDujon Margaret Everett Ann Marie Fallon Jon Fink Alan Finn Erin Flynn Dan Fortmiller Bob Fountain Barbara Glackin Tia Gomez-Zellar Rob Gould Lisa Gray Dave Hansen Becky Hein Maude Hines Randy Hitz James Hook Tom Imeson SukhwantJhaj Kirk Kelly KathiKetcheson Margaret Kirkpatrick Yves Labissiere Robert Liebman Cheryl Livneh Alan MacCormack Carol Mack David Maier Karen Marrongelle Scott Marshall Samuel Matz Leslie McBride Rayleen McMillan JilmaMeneses Rick Miller Pam Miller John Mitchell Drake Mitchell Marilyn Moody Pete Nickerson Marc Nisenfeld Laura Nissen Eric Noll Connie Ozawa Steve Percy Dave Reese Kevin Reynolds Monica Rimai Mark Rosenbaum John Rueter Shana Sechrist Gwen Shusterman Cindy Skaruppa RenJengSu Mark Sytsma Pam Tierney Michelle Toppe Janelle Voegele Erica Wagner WimWiewel Mark Wubbold

10. The Themes • PSU needs to re-think its value proposition to students, and re-define the many ways they benefit as a result of a PSU education. • The University will continue to play a significant role locally, regionally and statewide, with great headway made on the global stage as well. • The planning process itself must be highly transparent and open, and should spend significant time in outreach. At the same time, it must be as efficient and straightforward as possible. It should be a plan developed by the people, for the people.

11. The Themes • PSU’s strategies must be built on its successes to date, and with a common vision of the future—there is a need to declare what the University wants to be, and then boldly pursue that. • Trade-offs will be difficult, but critical to a successful plan. Being courageous on what PSU needs to stop doing is as important as what the University should start doing.

12. Video Overview of ALPS • ALPS 2014 Video

13. What Has Happened Since ALPS • Since ALPS, we have… • Selected our PSU strategic planning project manager, Kari St. Peters, and our consultant, Coraggio Group, to take the initial steps of the planning process. • Started to identify the key questions that the Strategic Plan must address • Begun to develop and refine our project work plan • Initiated the planning and executing of our listening tour • Established ways to communicate about the planning process

14. Strategic Planning Process

15. Phases

16. What we’re doing now… • Research/Organize • Project Planning • Define Governance • Establish Groups • Ask You

17. Governance

18. Ask You - Outreach Plan Soliciting Questions & Feedback Coming to Groups like this Conducting 1:1 Interviews Partnering with established groups Asking Online Presidents Open Office Hours

19. Strategic Planning Development Team Dive Deeper OutreachWorkContinues • Explore Feedback to date • Establish Topic Teams • Workshops • Town Halls • Ask more questions

20. This is what we’ve heard… Did we get it right? Strategic Plan Established

21. How do we operationalize our plan? Identify Action Steps

22. Resources • Strategic Planning Website, www.pdx.edu/president/stategic-planning-2014-15 • Project Manager, Kari St. Peters skari@pdx.eduor503-725-5360

23. Key Questions?

24. Breakout Exercise

25. Breakout Exercise

26. What do you need? • Information? • Communication? • Your role? • ???

27. Competencies: • Strategic Agility • Decision Quality • ?????