A Summary of the Process - PowerPoint Presentation

Slide1

ASummary of the Process developed by the SPIEC

Spring 2009

EstablishingaStrategic Planning ProcessSlide2

OverviewEstablishing

a

Strategic Planning ProcessSlide3

STRATEGIC DIRECTIVESSTATEMENT

STRATEGIC

PLANACTION PLANSVISION

FGCU

ENVIRONMENTAL SCAN

GAP ANALYSIS / FEASIBILITY STUDY

University Leadership

FACILITIES PLAN

PERFORMANCE AUDIT

INFORMATION RESOURCES PLAN

ENROLLMENT PLAN

BUDGET

SCHEDULE

ASSESSMENT AND IE PLAN

FGCU

MISSIONSlide4

Where should strategic planning start, and who should lead the process?

Establishing

aStrategic Planning ProcessQuestion to consider Slide5

There will need to be a review of both the Mission and the Vision statements before proceeding with the other components of the strategic plan. This phase should conclude with a statement from the BOT confirming that they have reviewed and approved these statements. Review of the statements does not necessarily imply revision. The mission statement is more in need of reaffirmation - a confirmation that it is still relevant, while the vision statement could need updating to reflect present realities.

Continued…

EstablishingaStrategic Planning Process

Summary of SPIEC DecisionsSlide6

The PBC should lead the process of review. They may carry out the review themselves, as a committee constituted with representation from various sectors of the University.The PBC could also receive input from FGCU’s internal and external stakeholders - through the ‘Web’, or in Forums specially held for this purpose.

Stakeholders…

EstablishingaStrategic Planning Process

Summary of SPIEC Decisions #1 contd.Slide7

There are groups, such as Alumni and Board Members, from inside and outside the University who can be considered stakeholders and included in the strategic planning process.Who else should be considered stakeholders?

Establishing

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Question to considerSlide8

Three groups:Participants from an ‘open forum’Academic Council and… Faculty Senate Leadershipwere added to the original list of Internal Stakeholders : Deans Faculty Senate Student Government President’s Cabinet SAC Administrative Services Directors Student Affairs Advancement Athletics and...…those involved in development of strategic directives in the past.

Establishing

aStrategic Planning ProcessSummary of SPIEC DecisionsSlide9

Similarly, to the list of External Stakeholders …The Economic Development Council – for each of the five counties (Lee, Charlotte, Hendry, Glades and Collier)The Foundation Board Town and Gown The Alliance for Education Leaders College Advisory BoardsAlumni …and other Community Partners …the following were added:The Charlotte Advisory Council, andParticipants in public forums in each of the five counties

Establishing

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Summary of SPIEC Decisions contd.Slide10

An Environmental Scan is used to establish a framework for planning’. What form should it take, and who should conduct it?Establishing

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Strategic Planning ProcessQuestion to considerSlide11

Establishing

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Strategic Planning ProcessSummary of SPIEC Decisionscontd.

The

Environmental Scan

should focus on the

future

as well as the

present

. Its scope needs to be

regional, national

and

international

.

It needs to be concerned with the factors that affect the ‘mission’ and ‘vision’ of the University.

It should particularly illuminate areas where internal organizational features, (

e.g. its structure

) intersect with factors in the external environment (

such as future economic diversification

). Slide12

Establishing

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Strategic Planning ProcessSummary of SPIEC Decisions contd.The

Environmental Scan

should comprise both an

Internal

and an

External

Scan. The Internal Scan should be conducted by a team within the organization, with the collaboration of external consultants. The

Internal Scan

should examine:

Institutional

climate

Infrastructure

–

information resources, physical plant, human capital, support services.

Program mix, as well as the impacts of accreditation on

programs

Athletics Advancement

the Arts Student Life

Aspects of ‘

growth

’ –

human resources, enrolment management, student intake and levels of preparedness

Slide13

Establishing

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Strategic Planning ProcessSummary of SPIEC Decisions contd.The

External

Scan

should be conducted by external consultants with internal collaboration. The External Scan should look at:

Social issues

Demographics

Governance of Higher Education

Funding Federal Policies

Economic Diversification

Competition in the Education Environment

Slide14

How do we establish goals for our planning process?

Establishing

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Strategic Directives should serve as overall goals for the strategic planning process. The PBC should establish these goals and, using comparison data gathered in the environmental scan, set benchmarks for the desired level of achievement of the goals

FGCU’s five directives, were developed in 2003 and form part of the current 2005 – 2010 strategic plan.

Those directives were developed by the university leadership and then presented to the wider community for discussion.EstablishingaStrategic Planning Process

Summary of SPIEC Decisions

contd.Slide16

Florida Gulf Coast University Strategic Directives 2003-2008Strategic Directive 1: Student RecruitmentRecruit and attract a diverse and academically-talented student body relative to the resources provided by the State of Florida.Strategic Directive 2: Student SuccessRetain and graduate the best undergraduate students from Florida and the nation by providing challenging and innovative approaches to learning and civic engagement. Foster the academic growth and professional development of the best graduate students in the region through applied master’s degrees, and recruit the best candidates from Florida and the nation for graduate work in selected programs.

Strategic Directive 4: Student LifePromote the intellectual, social, and character development of all students through quality teaching and advising, dedicated career preparation and placement, and active student life programs. FGCU will encourage community responsibility, foster and understanding of diversity, and advance ethical values in theory and practice.

Strategic Directive 3: Academic ProgramsPromote nationally recognized undergraduate programs distinguished by student research and scholarship opportunities. Continue to develop applied master’s degrees appropriate for the region, and begin exploration for doctoral programs aligned with state needs.Strategic Directive 5: Research and ServiceServe as an intellectual center for southwest Florida through research and service while contributing to the economic growth, environmental sustainability, and cultural richness of the region.Slide17

Establishing

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Strategic Planning ProcessSummary of SPIEC Decisions contd.Strategic Directives should be developed through a broad and inclusive process that gets ‘buy in’ from all FGCU constituencies and the

Trustees

.

A draft set of the

Directives

– each with a short (one paragraph) rationale -

should originate with the

PBC

and then go on to be reviewed by

Internal Stakeholders

.

This should be followed by review and approval by the

President’s Cabinet

and ultimately by the

BOT

. Slide18

Establishing

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Strategic Planning ProcessSummary of SPIEC Decisions contd.The Strategic Directives

should be the basis for the creation of the

objectives

,

actions

and

tactics

that go to make up the

Action Plans

.

Templates used in the production of

Action Plans,

help to ensure consistency in this process.

Slide19

The process should employ a template showing components and steps and guiding development of the Action Plan from the Strategic Directives.

Action Plan templates should also ensure that they include criteria for assessing the extent to which proposed actions attain the goals they were designed to meet.

EstablishingaStrategic Planning Process

Summary of SPIEC Decisions contd.Slide20
Slide21

Action Plans or Strategies should determine appropriate objectives for each strategic directive, and specify the actions planned to accomplish each of the objectives. These action plans should also detail

resources and estimated costs for each action, and a

completion date. They would form the core of the Strategic Plan.If all these actions specified are funded and completed as scheduled, then on the date set, the university will achieve its envisaged status.Establishing

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Strategic Planning Process

Summary of SPIEC Decisions contd.Slide22

Level of goal achievement should be tested using a gap analysis.A Gap Analysis evaluates the difference between ‘the university’s current position and the envisioned state’. These analyses can be done at the beginning of a cycle to establish a starting point, or at any time during the cycle to judge success, progress and the need for adjustment.

Establishing

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Circumstances will change in the future in ways we cannot anticipate. Because this may affect the ability to realize established goals, attainment should be judged on a graduated scale of high, medium and low attainment. Those responsible for overseeing Strategic Planning should also continue to be flexible, always looking at “Emergent Strategies” [and other additional analyses].Establishing

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Strategic Planning ProcessSummary of SPIEC Decisions contd.Slide24

Strategic Planning begins by posing a series of questions. ‘What is the condition of the university at the present time? What would we like it to be? What needs to be done to get to that state? How could that be done most effectively? How long would it take? How much would it cost? What is realistic?’ --- Hayward, 2008. The process outlined would produce a plan with answers

to all of those questions.

EstablishingaStrategic Planning Process

Summary of SPIEC Decisions - Conclusion.

Hayward, F. M. 2008. Strategic Planning for Higher Education in Developing Countries: Challenges and Lessons. Planning for Higher Education, 36 (3): 5-21Slide25

Strategic Directives

Action Plans

Mission & VisionStatementsEnvironmental Scan

Gap Analysis

AGENT

Statement Review

Overseen by

PBC

,

(

Planning & Budgeting Council

)

External Scan – conducted by

Consultant

Internal Scan – conducted by

FGCU

Goals Developed by

PBC

Plans developed by

FGCU Units and Colleges

Coordination and Synthesis of output by

PBC

Analysis directed by

PBC

Includes:

Objectives,

Actions Needed,

Resources,

Cost,

Completion Date,

and Assessment Criteria

EVENT

FGCU

FGCUSlide26

July-SeptOct.- Nov.Dec. - Jan.Jan.- Feb.Feb. -MarchMission-Vision ReviewEnvironmental Scan

Strategic DirectivesAction Plans

Gap Analysis