1. Strategic Planning Update
Tulane University Senate
November 3, 2003

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

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

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

5. 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

6. 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

7. 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

8. 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

9. 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

10. 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

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

12. 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

13. 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

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

15. 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

16. 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

17. 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

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

19. 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

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

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

22. 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

23. 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

24. 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

25. 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

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

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

28. 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

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

30. 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

31. 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

32. 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

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

34. 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

35. 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

36. November 3, 2003