Strategic Planning Process Southwestern Oklahoma State University February 14, 2012.
-
Upload
iris-atkins -
Category
Documents
-
view
220 -
download
0
Transcript of Strategic Planning Process Southwestern Oklahoma State University February 14, 2012.
Strategic Planning Process
Southwestern Oklahoma State University
February 14, 2012
Facilitate process that builds from areas of strength, promise & opportunity
to create a 2011-2016 Strategic Plan that will guide the future of the Southwestern Oklahoma
State University.
Goal
Facilitate process that builds from areas of strength, promise & opportunity
to create a 2011-2016 Strategic Plan that will guide the future of the Southwestern Oklahoma
State University.
Goal
Characteristics of Successful Planning
Vision- and Mission-Driven
Positive
Builds on Past
Developed by Campus
Open & Collaborative
Focused
Implementable
Conversational
Creative...........................
Overall Approach
Blue Ocean ThinkingBlue Ocean Thinking
Red vs. Blue Ocean Thinking
Beat Competition
Exploit Existing Demand
Adapt to Trends
Make Competition Irrelevant
Create New Demand
Shape Trends
Elements of a Strategic Plan
What do we have to do to achieve Mission and move forward?
What are we going to do to achieve our Desired Outcomes?
Who are we?What do we do?Who do we serve?How are we different?
Looking into a crystal ball,what is our ideal future?
How will we know whenwe have arrived?
Desired Outcomes
Who? When? How?
Core ValuesWhat are the fundamental beliefs?
Elements of a Strategic Plan
Inside ⇆ Outside
What do we have to do to achieve Mission and move forward?
What are we going to do to achieve our Desired Outcomes?
Who are we?What do we do?Who do we serve?How are we different?
Looking into a crystal ball,what is our ideal future?
How will we know whenwe have arrived?
Desired Outcomes
←
←
Strategic Position
Who? When? How?
Core ValuesWhat are the fundamental beliefs? ←
Strategic Positioning
A strategic position is the location of your enterprise in relation to others in your competitive space. Map your competitive space
Who else does what you do?
What are the criteria for comparing entities in your competitive space?
What makes you distinctive?
Positioning Fundamentals
Steps & Schedule
1. Preparation “Getting Started” January/Early February, 2012
2. Town Hall Meeting “Bringing Everyone on Board” Early February, 2012
3. Strategic Research “Discovering the Dots” February/March, 2011
4. Draft Vision, Mission and Goals “Connecting the Dots” March, 2012
5. Formulate the Desired Outcomes “Charting the Course” April, 2012
6. Determine the Strategies “Setting the Sails” Summer, 2012
7. Draft/Review Strategic Plan “Beginning the Journey” Early Fall, 2012
Step 1 (This Week)
Preparation “Getting Started”
Refine process
- Roles & relationships
Review documents
Develop communication plan
- Internal
- External
Step 2 (This Week)
Initial Meetings: “Bringing Everyone on Board”
Town Hall
Stakeholder Representatives
Strategic Research: “Discovering the Dots” Conversations with:
Faculty, Staff, Students - SGA Leaders
- In class VPs & Deans, Directors, Department Chairs Community Leaders Open Forums
Analyze Existing Data Self study, regional data, etc.
Gather Additional Information Peers and Competitors
Step 3 (Feb./March)
The goal is to engage everyone
Draft Vision, Mission Goals: “Connecting the Dots” Planning Council refines/develops:
- Core Values, Vision, Mission
- Strength
- Driving Forces
- Planning Assumptions, including funding
- What we have to do to achieve Mission and move forward
Planning Council translates “what we must do” into Goal statements.
Common themes, strengths, opportunities, “big Ideas”
Step 4 (March)
Example: “Increase the number of students taking advantage of the educational opportunities at SWOSU, and assist them to realize their educational goals.”
Step 4 (March)
Budget Officer and Controller estimate revenues from traditional sources, based on historical trends and planning assumptions: enrollment, etc.
Not yet taking into consideration any special revenue-enhancing efforts that might be included in the new strategic plan
Step 4, cont. (March)
Second Meeting of Stakeholder Representative Group
- Share Vision; Mission; Driving Forces;
Planning Assumptions; Goals
Create a cross-divisional Task Force for each goal
Step 5 (April)
- Increase headcount enrollment by 1,000 students
- Increase first-year retention to 65 percent
- Increase six-year graduation rate to 40 percent
- Double transfer students from community colleges
- Cut difference between the retention/graduation rates of all students and Pell and minority students by 50 percent
Task Forces identify Desired Outcomes, e.g.:
Formulate Desired Outcomes – “Charting the Course”
Step 5 cont. (April)
Third Meeting of Stakeholder Representatives Group
Completes things that will occur during the academic year
Elements of a Strategic Plan
Inside ⇆ Outside
What do we have to do to achieve Mission and move forward?
What are we going to do to
achieve our Desired Outcomes? →
Who are we?What do we do?Who do we serve?How are we different?
Looking into a crystal ball,what is our ideal future?
How will we know whenwe have arrived?
Desired Outcomes →
←
←
Strategic Position
Who? When? How? →
Core ValuesWhat are the fundamental beliefs? ←→→
→
→
Step 6 (Summer)
Developing the Strategies: “Setting the Sails” Task Forces to develop strategies - Organized around goals
- Work across organizational lines
- Emphasis on “big ideas”
- Strategies are complete thoughts
• Intro; description; models
- Assess affordability/funding options
Step 6 cont. (Fall)
Review and endorsement by the Executive Council Inform appropriate off-campus individuals & groups
Step 7 (Fall)
Prepare Strategic Plan Document: “Begin the Journey”
Steering Committee Develops Strategic Plan - Possibly a summary suitable for PR/Fund Raising - Power Point Presentation
PR/Marketing Office develop communications plan
Celebration!
Strategic Planning Process
Southwestern Oklahoma State University
February 14, 2012