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California Lutheran University

Strategic Planning for 2004-2014

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The Goal of Strategic Planning is Institutional Effectiveness

Fulfill the mission of the UniversityPrioritize and fund those initiatives

that best contribute to the missionCommunicate the process and

status on a regular basis

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Two Phases Covering a Ten Year Period

Phase I 2004 - 2006 Bridge Plan

Phase II 2006 - 2014 Strategic Plan (4 + 4)

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2004 – 2006 Bridge Plan

California Lutheran University

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2004-2006 Bridge PlanPrimary Goals and Initiatives

1. Develop a New Strategic Plan (2006-2014)

2. Clarify CLU’s Identity

3. Enhance Academic Quality

4. Complete and Implement Branding and Integrated Marketing Plan

5. Complete Facilities Construction

6. Increase Net Revenue from Operations

7. Expand Capacity for Growth, Program Support, and Performance Assurance

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2006-2014 Strategic Plan

California Lutheran University

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The Process and Plan

The Process – Credible– Inclusive– Engaging– Rigorous– Timely– Flexible– Ongoing

The Plan – Bold– Motivational– Achievable– Prioritizes

Actions– Measurable/

Quantifiable– Adaptable

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The Participants

Strategic Planning Steering Committee (SPSC) Faculty, staff and administrators Existing governance including Board of Regents External volunteer groups Alumni, students Ad hoc committees

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Strategic Planning Steering Committee

Charge: “To facilitate and lead the strategic planning process”

President Luedtke, SPSC Chair and President of California Lutheran University Robert Allison, Vice President for Administration and Finance A. Joseph Everson, Interim Provost & Dean of Faculty Ritch Eich, Vice President for Marketing and Communications William Rosser, Vice President for Student Affairs & Dean of Students R. Stephen Wheatly, Vice President for University Advancement Guy Erwin, Faculty Chair Leanne Neilson, Associate Provost, Graduate & Adult Programs and Accreditation Julius Bianchi, Associate Provost for Information Systems and LINK Chair Darryl Calkins, Dean of Undergraduate Enrollment Melissa Maxwell-Doherty, Campus Pastor Millie Murray-Ward, Assistant Provost for Assessment Barbara Rex, Director of Budget and Management Analysis Cathy Stueve, Institutional Research Officer

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2006-2014 Strategic Planning Process10 Steps

1. Lay the foundation

2. Affirm mission, vision and core values

3. Complete situational analysis (SWOT)

4. Review and comment by internal and external constituents

5. Identify and frame strategic themes

6. Review and comment by internal and external constituents

7. Formulate strategic goals and write action plans

8. Conduct feasibility study

9. Review and adopt the strategic plan and link to budget

10. Evaluate and modify the plan

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2006-2014 Strategic Planning Timeline

Kick-Off ofPlanningProcess

ThemeDevelopment

Review ofThemes &

Narrowing toGoals

FeasibilityAssessment

ExecutiveCommittee

Review

Board Review& Approval

PresidentialApproval

EvaluateInstitutional

Context

Sept '04 Oct '04 May '05 Feb '06Jan '05 Feb '05 Apr '05 July '05 Oct '05 Jan '06

Feedback

ExecutiveCommittee

Sept ‘04

ExecutiveCommittee

Jan ‘05

ExecutiveCommittee

ExecutiveCommittee

ExecutiveCommittee

Board ofRegentsOct ‘04

Board ofRegentsFeb ‘05

Board ofRegents

Board ofRegents

Board ofRegents

InstitutionalContext

InternalSWOT

Analysis

Instructional &Academic Services

Joe Everson

ITJulius Bianchi

FinancialBob Allison

Management,Governance and

VolunteerLeadership

Luther Luedtke

Human Resources(Administration &

Staff)Bob Allison

Physical PlantBob Allison

StudentCommunityBill Rosser

Mission, Vision &Values

Luther Luedtke

ExternalSWOT

Analysis

Fund RaisingSteve Wheatly

Recognitionand Reputation

Ritch Eich

Adult &Graduate

EnrollmentLeanne Neilson

UndergraduateEnrollment

Darryl Calkins

New ProgramOpportunitiesJoe Everson

Essential Task Areas Framing the Institutional Context

Theme Development Participants

ThemeDevelopment

FacultyFocus Groups

SOBSOE

CA&SFaculty Governance

Strategic PlanningSteering Committee

All SPSC Members

AdministrationAcademic & Other

VP's

Volunteer &Advisory Boards

Alumni Board/KCLUAdvisory Board

Alumni

Steve Wheatly

Current StudentsUG/Graduate

Bill Rosser/LeanneNeilson

Governing Boards

Regents/Convocators/CLEF Trustees