1. Report on Higher Education Strategic Plan Initiatives Maggie Dalrymple Purdue University

2.  How this study came to be › Practical need for information › Limited research on evaluating strategic plans in higher education  Research Questions › What, if any, methodological processes do research universities use to evaluate their strategic planning processes? › How does the strategic plan evaluation methodology identify the extent to which the targeted strategic plan funding sources correlate with the strategic plan goals? Background of Study

3.  Case Study Design › Mulitiple cases › Logic model to frame the evaluation  Overall Procedure › Site and participant selection › Data Collection  Document analysis  Survey  Semi-structured interviews Methodology

4.  Data synchronized according to the Logic model and organized by themes  Evaluation methodologies most often included › Reports › Measures › Main evaluators › Budget integrated with the plan Results

5.  University A Themes › Mid-course adjustment › Communication › Culture  University B Themes › Leadership › Culture › Consistency of the Strategic Plan Results Continued

6.  University C Themes › Culture and leadership › Linking the Strategic Plan to other processes › Length of the planning cycle  University D Themes › Communication Results Continued

7.  Common Themes › Measures › Main Evaluators › Communication › Culture › Leadership › Integration of budget with plan Summary

8.  How to evaluate a Strategic Plan Initiative › Review mission and vision › Examine internal business processes › Analyze data and objectives in measurable units › Assess the consequences, outcomes, value added, and/or the effectiveness of the plan › Solicit stakeholder perceptions of the effectiveness of the plan. Application for Practitioners

9. Report on Higher Education Strategic Plan Initiatives Maggie Dalrymple Purdue University