1. Amherst | Hampshire | Mount Holyoke | Smith | UMass Amherst Association for Consortium Leadership National Conference Pushing the Boundaries of Collaboration in Higher Education Strategic Planning for the Five College Consortium of Western Massachusetts Neal Abraham, Executive Director, Five Colleges, Incorporated

2. Amherst | Hampshire | Mount Holyoke | Smith | UMass Amherst Strategic Planning for the Five College Consortium of Western Massachusetts Context Cooperation and joint projects began in 1920s and 1930s Consortium founded in 1960s (4 campuses became 5) Nearly 100 faculty and administrative groups meet regularly Joint: 11 Certificates, 2 depts., 1 major, 20 faculty members Joint: Libraries, transportation, high speed fiber optic network ~6000 student cross registrations/yr; ~40 faculty exchanges/yr Last self-study and external review completed 1999 Consortium: 35 employees; $7 million annual budget Economic downturn of 2008 caused the Board of Directors to call in Spring 2009 for bold initiatives – a Hampshire moment. New Executive Director hired April 2009

3. Amherst | Hampshire | Mount Holyoke | Smith | UMass Amherst Strategic Planning for the Five College Consortium of Western Massachusetts Strategic Planning In September 2009 set our sights on 2020 – leapfrog model Broad consultation with students, faculty members, staff members, senior administrative leaders, trustees, community Open meetings, web-based portal for ideas Focused meetings Faculty retreat with consultants from other consortia Presidents/Chancellor with Trustees Senior Administrative Officers Working groups to distill and prioritize Draft plan to solicit reactions Plan Finalized in December 2010

4. Amherst | Hampshire | Mount Holyoke | Smith | UMass Amherst Strategic Planning for the Five College Consortium of Western Massachusetts Format of the Strategic Plan Guiding Principles Major categories (each with topics for possible initiatives) I.Enhance Academic Excellence II.Strengthen Five College Effectiveness, Community and Identity III.Align Administrative Investments; Share Services IV.Make Optimal Use of Information Technologies V.Extend Local and Regional Engagement and Partnerships

5. Amherst | Hampshire | Mount Holyoke | Smith | UMass Amherst Strategic Planning for the Five College Consortium of Western Massachusetts Guiding Principles Underlying every aspect of this plan are three core ideals: Seamlessness: maximal opportunity and minimal barriers to collaboration, where pursued; Thoughtful convergence: synergistic program development, resource sharing and cost- containment, where appropriate; and Scope: a consortium of local impact, regional influence, national importance and global reach.

6. Amherst | Hampshire | Mount Holyoke | Smith | UMass Amherst Strategic Planning for the Five College Consortium of Western Massachusetts Strategic Initiatives Defined specific strategic initiatives. For each: project scope responsible people and groups goals and delivery date outcome The Initiatives Chart is posted on our website. We monitor progress and provide updates every 3-4 months.

7. Amherst | Hampshire | Mount Holyoke | Smith | UMass Amherst Strategic Planning for the Five College Consortium of Western Massachusetts Monitoring Strategic Work ~70 Initiatives underway; about a dozen are already completed. Three main leadership groups receive formal annual reports on our progress on the strategic initiatives. Board of Directors: ED, Presidents, Chancellor Focus on 3 areas: transportation/scheduling; IT; admin convergence Chief Academic Officers Chief Financial Officers

8. Amherst | Hampshire | Mount Holyoke | Smith | UMass Amherst Strategic Planning for the Five College Consortium of Western Massachusetts For Details on our Process, Plan, Follow-up www.fivecolleges.edu/sites/planning Background, process, working groups, timeline Complete strategic plan Latest chart of progress on strategic initiatives Annual Report: http://www.fivecolleges.edu/about_us/aboutus_publications.html