Strategic Planning Update Tulane University Senate November 3, 2003

Strategic Areas of Focus People Education and Research Community Resources and Leadership November 3, 2003

Initiative 4: Resources and Leadership Strategy Areas: Technology and Knowledge Resources Financial Resources Leadership, Management, and Governance November 3, 2003

Technology and Knowledge Resources GOAL: Develop plans for libraries university-wide, using previous studies as foundations for the plans November 3, 2003

Technology and Knowledge Resources (cont’d.) ACCOMPLISHMENTS: Hired new Dean of Libraries and Academic Information Resources Developed strategic plan and created facilities master plan to address expansion, redevelopment, and library collections, including preservation plans November 3, 2003

Technology and Knowledge Resources (cont’d.) ACCOMPLISHMENTS (cont’d.): Acquired off-site library storage space Launched the Center for Library Education (CLUE) in conjunction with the Innovative Learning Center (ILC) Developed agreements with the Law and Business libraries to provide university-wide access to most electronic subscriptions to leverage limited resources November 3, 2003

Technology and Knowledge Resources (cont’d.) ACCOMPLISHMENTS (cont’d.): Initiated consortial agreements with local and regional academic library collections to leverage access and limited resources November 3, 2003

Technology and Knowledge Resources (cont’d.) GOAL: Provide seed capital to fund new faculty-led initiatives in distributed learning. Articulate criteria for selecting initiatives; create an action plan for implementation November 3, 2003

Technology and Knowledge Resources (cont’d.) ACCOMPLISHMENTS: Instituted an ILC-small grants program to provide money to faculty for teaching materials, including software, hardware, videotapes, etc. Launched annual Summer Institute intensive workshop to train faculty in the use of technology in the learning environment; laptops and software given to participants November 3, 2003

Technology and Knowledge Resources (cont’d.) ACCOMPLISHMENTS (cont’d.): Developed several large on-line or electronic learning resources (ILC) for use by faculty and students November 3, 2003

Technology and Knowledge Resources (cont’d.) GOAL: Produce and implement technology strategies that support the strategic plan November 3, 2003

Technology and Knowledge Resources (cont’d.) ACCOMPLISHMENTS: Hired New Vice President for Technology/Chief Information Officer Created Information Technology Strategic Plan as part of SACS reaccredidation Installed wireless technology on campus; $1.7M gift Numerous upgrades of academic and administrative computing services, e.g., TAMS, Matrix, Cyborg November 3, 2003

Technology and Knowledge Resources (cont’d.) ACCOMPLISHMENTS (cont’d.): Initiated and upgraded the use of Blackboard as an on-line course management system across campus; 549 courses and 7,208 active users (Fall 03) Created 18 technology enabled classrooms since 1998; committed to upgrading all 64 pooled classrooms November 3, 2003

Financial Resources GOAL: Plan and begin implementation of a comprehensive campaign of at least $600 million November 3, 2003

Financial Resources (cont’d.) ACCOMPLISHMENTS: Developed preliminary campaign table of needs and funding requirements for $650 Million + campaign Established new leadership in Development and External Affairs November 3, 2003

Financial Resources (cont’d.) ACCOMPLISHMENTS (cont’d.): Established campaign volunteer structure Significantly increased number of donors to the university by ~26% since FY98 Completed record-breaking years in total private fund-raising: 5-year average, FY99-FY03: $64.8 M 6-year average, FY93-FY98: $37.75 M Completed 3 record-breaking years in annual fund donations November 3, 2003

Financial Resources (cont’d.) ACCOMPLISHMENTS (cont’d.): Renewed focus on technology transfer activities, university-wide: Initiated search for AVP for Technology Transfer and Business Development Conducted benchmarking study Increased the number of invention disclosures (FY98: 20; FY02: 50) Increased licensing income (FY98: ~$6M; FY02: ~$12M) Wall Fund Award: Creation of a Technology Innovation Gap Fund November 3, 2003

Financial Resources (cont’d.) GOAL: Develop balanced five-year plans that reflect the priorities and goals of the strategic plan November 3, 2003

Financial Resources (cont’d.) ACCOMPLISHMENTS: Developed preliminary 5-year financial projections to use as base case for planning and the comprehensive campaign Significantly improved budgeting and 5-year planning processes November 3, 2003

Financial Resources (cont’d.) GOAL: Move towards implementation of the decentralized management model November 3, 2003

Financial Resources (cont’d.) ACCOMPLISHMENTS: Finalized the Decentralized Management Center model; completed first year of 3-year implementation process November 3, 2003

Leadership, Management, and Governance GOAL: Continue to review and implement changes to administrative processes to achieve consistency and effectiveness. High priority areas include human resources, purchasing, grants administration, technology, administration of centers, and student services November 3, 2003

Leadership, Management, and Governance (cont’d.) ACCOMPLISHMENTS: Initiated review of or completed improvements to administrative processes (e.g., data warehouse plan, HR database functionality, electronic workflow capabilities, and purchasing and contracts processes and procedures) November 3, 2003

Leadership, Management, and Governance (cont’d.) ACCOMPLISHMENTS (cont’d.): Reorganized the duties and reporting structure of the President’s Cabinet to better reflect organizational functions Created a new senior level position to focus on strategic area of research and research funding (Assoc. Sr. VP for Research) November 3, 2003

Leadership, Management, and Governance (cont’d.) ACCOMPLISHMENTS (cont’d.): Implemented an Emergency Preparedness and Disaster Mitigation program in coordination with the Office of Federal Emergency Management Assistance (FEMA) November 3, 2003

Leadership, Management, and Governance (cont’d.) GOAL: Rewrite and revise University Senate governance policies November 3, 2003

Leadership, Management, and Governance (cont’d.) ACCOMPLISHMENTS: Conducted consultant review of Senate governance; presented recommendations in Fall 2000; implemented November 3, 2003

Leadership, Management, and Governance (cont’d.) GOAL: Define and adopt criteria for research centers that include mechanisms that address the creation, growth, and dissolution of research centers, including ongoing evaluation, sunset criteria, reporting and structure, and accountability guidelines November 3, 2003

Leadership, Management, and Governance (cont’d.) ACCOMPLISHMENTS: Guidelines drafted but not finalized November 3, 2003

Leadership, Management, and Governance (cont’d.) GOAL: Continue expansion and diversification of the Tulane Board, the President’s Council, and the Parents Council November 3, 2003

Leadership, Management, and Governance (cont’d.) ACCOMPLISHMENTS: Conducted review of Board governance; implemented revisions Added 19 new members to the Board of Tulane since 1998 Expanded membership and geographic diversity of Tulane Board, Parents Council, and President’s Council November 3, 2003

Leadership, Management, and Governance (cont’d.) GOAL: Athletics - Determine what type of intercollegiate athletics program is in the best long-term interests of the university given the changing landscape of Division I intercollegiate athletics and the academic mission, goals, and resources of the university November 3, 2003

Leadership, Management, and Governance (cont’d.) ACCOMPLISHMENTS: Review completed with benchmarks for financial performance defined November 3, 2003

Work in Progress: Major Initiatives Continue master planning on information resources and technology Continue progress on comprehensive campaign Complete searches for key positions Continue to improve the financial health of the university November 3, 2003

Work in Progress: Major Initiatives (cont’d.) Increase start-up business development through technology transfer activities Revise and finalize guidelines for new center creation November 3, 2003

November 3, 2003