1. STRATEGIC PLANNING PROCESS FACILITATED BY: JOHN D. WELTY AASCU-PENSON CENTER

2. FACILITATE A PROCESS THAT BUILDS FROM AREAS OF STRENGTH, PROMISE AND OPPORTUNITY TO CREATE A STRATEGIC PLAN DIXIE STATE UNIVERSITY THAT WILL GUIDE THE FUTURE OF DIXIE STATE UNIVERSITY 2015 - 2022 GOAL

3.  VISION DRIVEN  LEADERSHIP IS ENGAGED  BUILDS ON THE PAST  OPEN AND INCLUSIVE  CONVERSATIONAL: AVOIDS PLANNING JARGON  POSITIVE AND OPTIMISTIC  DEVELOPED BY THE CAMPUS  FOCUSES ON “BIG IDEAS”  CREATIVE  ACTIONABLE  MEASURABLE CHARACTERISTICS OF SUCCESSFUL PLANNING

4. Blue Ocean Thinking QUALITIES OF SUCCESSFUL PLANNING

5.  BEAT COMPETITION  EXPLOIT EXISTING DEMAND  ADAPT TO TRENDS  MAKE COMPETITION IRRELEVANT  CREATE NEW DEMAND  SHAPE TRENDS Red vs. Blue Ocean Thinking QUALITIES OF SUCCESSFUL PLANNING

6. In broad terms, what do we have to do to achieve our Mission? In specific terms, 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? “Dixie State University is…” How will we know when we have arrived? Desired Outcomes What? Who? When? Core Values What are our fundamental beliefs…“truths we hold as self evident?” Strategic Position ← ← ← ELEMENTS OF A STRATEGIC PLAN Inside Outside ←

7. STRATEGIC POSITION: THE LOCATION OF DIXIE STATE UNIVERSITY RELATIVE TO OTHERS IN ITS COMPETITIVE SPACE.  IT’S CONSISTENT IMAGE OR “BRAND”  INTERNALLY  EXTERNALLY - TO COMMUNITY, REGION, STATE, WORLD - PROSPECTIVE STUDENTS, FACULTY, STAFF - LARGER HIGHER EDUCATION COMMUNITY  THE KEY: HOW ARE WE DIFFERENT? STRATEGIC POSITION

8. 1. PREPARATION“GETTING STARTED” NOVEMBER, 2014 2. TOWN HALL MEETING“BRINGING EVERYONE ON DECEMBER, 2014 BOARD” 3. RESEARCH“DISCOVERING THE DOTS” NOV./JAN., 2015 4. CORE VALUES, VISION, MISSION, “CONNECTING THE DOTS” DEC./FEB., 2015 GOALS, STRATEGIC POSITION 5. DESIRED OUTCOMES “ESTABLISHING THE TARGETS” FEB./MARCH, 2015 6. STRATEGIES“CHARTING THE COURSE” MARCH-APRIL,2015 7. DEVELOP IMPLEMENTATION PLAN“SETTING THE SAILS” MAY/JUNE, 2015 8. REVIEW/COMPLETE STRATEGIC PLAN“BEGINNING THE JOURNEY” JUNE, 2015 STEPS AND TIMELINE

9. PREPARATION  “GETTING STARTED” APPOINT A STEERING COMMITTEE DEVELOP AND REFINE PROCESS - MEET WITH KEY INDIVIDUALS AND GROUPS - CREATE SUBCOMMITTEES (2) - DEVELOP GUIDING STATEMENTS - CONDUCT RESEARCH REVIEW DOCUMENTS CREATE COMMUNICATION PLAN - INTERNALLY - EXTERNALLY STEP 1: November - December, 2014

10. Town Hall Meeting – “Bringing Everyone on Board”  Review process with members of the campus community  Set stage Small Group Discussions STEP 2: December, 2014

11. Research: “Discovering the Dots” Summarize and Analyze Interview and Other Data Facilitator creates a worksheet and helps formulate the key questions and research design. STEP 3: Nov.-Jan., 2014 - 2015

12. STEP 4: (DECEMBER – FEBRUARY, 2014 - 2015) DRAFT VISION, MISSION GOALS: “CONNECTING THE DOTS” STRATEGIC PLANNING ADVISORY COMMITTEE (SPAC) REFINES/DEVELOPS: CORE VALUES, VISION, MISSION STRENGTHS DRIVING FORCES PLANNING ASSUMPTIONS, INCLUDING FUNDING WHAT WE HAVE TO DO TO ACHIEVE MISSION AND MOVE FORWARD SPAC TRANSLATES “WHAT WE MUST DO” INTO GOAL STATEMENTS. EXAMPLE: “ADDRESS WORKFORCE CHANGES IN THE REGION BY ADJUSTING OUR ACADEMIC OFFERINGS APPROPRIATELY.”

13.  SECOND TOWN HALL MEETING - SHARE CORE VISION; MISSION; STRATEGIC POSITION, DRIVING FORCES; PLANNING PARAMETERS; WHAT-DO-WE-HAVE-TO-DO STATEMENTS (GOALS)  CREATE CROSS-DEPARTMENTAL TASK FORCES AROUND EACH GOAL STEP 4 Cont.: February, 2015

14. In broad terms, what do we have to do to achieve our Mission? In specific terms, what are we going to do to achieve our Desired Outcomes? ( Why? What? Examples) 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? “Dixie State University is…” How will we know when we have arrived? (Desired Outcomes) Core Values What are our fundamental beliefs….. “truths we hold as self evident?” Strategic Position

15. Each Task Force identifies Desired Verifiable Outcomes Desired Outcomes – “Establishing the Targets” Facilitator creates a worksheet and guides in developing these statements STEP 5: Feb. - March, 2015

16. FOR A PRIORITY RELATED TO EXPANDING AND DIVERSIFYING REVENUES:  Increase : − Headcount by “a” students − First-year retention rate to “b” percent − Six-year graduation rate to “c” percent − Annual transfers from community colleges by “d”% STEP 5 Cont.: Feb. - March, 2015 FOR A PRIORITY RELATED TO ENROLLMENT GROWTH AND STUDENT SUCCESS:  Annually : − Grants and contracts total $_______ − Revenues from Continuing Education $_______ − Unrestricted donations total $_______ − Restricted donations total $________

17. Third Town Hall Meeting to share the Desired Outcomes STEP 5 Cont.: March, 2015

18. BUDGET OFFICER ESTIMATES REVENUES FROM TRADITIONAL AND NEW REVENUES IF THE DESIRED OUTCOMES ARE ACHIEVED STEP 5 Cont.: March, 2015

19. In broad terms, what do we have to do to achieve our Mission? In specific terms, what are we going to do to achieve our Desired Outcomes? ( Why? What? Examples) 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? “Dixie State University is…” How will we know when we have arrived? (Desired Outcomes) Core Values What are our fundamental beliefs….. “truths we hold as self evident?” Strategic Position

20. STRATEGIES: “CHARTING THE COURSE”  TASK FORCES TO DEVELOP STRATEGIES - ORGANIZED AROUND GOALS - WORKING ACROSS ORGANIZATIONAL LINES - EMPHASIZING “BIG IDEAS” - FORMING STRATEGIES AS COMPLETE THOUGHTS - INTRO; DESCRIPTION; MODELS Facilitator creates a worksheet and guides in developing the strategies STEP 6: March/April, 2015

21. Fourth Town Hall Meeting to share Strategies STEP 6 Cont.: April, 2015

22. REVIEWS BY APPROPRIATE INDIVIDUALS AND GROUPS (E.G.): FACULTY SENATE REGENTS/TRUSTEES UNIVERSITY COUNCIL ACADEMIC COUNCIL STEP 6 Cont.: April, 2015

23. SPAC presents final draft plan to the President President approves a final Strategic Plan for Dixie State University Strategic Plan is presented to the Board of Trustees STEP 6 Cont.: April, 2015

24. DEVELOP IMPLEMENTATION PLAN: “SETTING THE SAILS”  STAKEHOLDER MEETING  STRATEGIC PLANNING COMMITTEE DRAFTS STRATEGIC PLAN - COMPLETE ON-LINE DOCUMENT - SUMMARY SUITABLE FOR PR/FUND RAISING - POWER POINT PRESENTATION STEP 7: May/June, 2015

25.  Strategic Planning Steering Committee Completes Plan - Proofread - Name - Posts on-line - Summary suitable for PR/Fund Raising - Power Point Presentation  PR/Marketing Office Develops Communications Plan  Formal Approval by the Regents/Trustees Review, Announce, Celebrate– “Beginning the Journey” STEP 8: June, 2015

26. Special event held to announce the Plan