1. Strategic Planning Staff Development Week
August 2009

2. Agenda Introductions Strategic Planning Purpose
Strategic Planning Process

3. Introductions Tonitta White, Quality Assessment Manager
Scott Epstein, Consultant from Datatel

4. Strategic Plan Purpose (Why Plan?)
Helps us to prepare for change (e.g., economic and technological changes)
Provides direction, guidance, and a common framework for planning and for decision-making
Helps us understand and address current and future stakeholders needs

5. Strategic Planning Framework
External Scan
Functional Plans
Ed MP / Tech Plan
Facilities Plan/ Etc
Mission/Values/Vision
Impact Analysis
SWOT Analysis
GAP Analysis
Goals &
Objectives
Functional Conversations
KPIs
Internal Scan
Work Unit/Cross- Functional Teams
Action Plans
Dept/Unit
Progress Reports
Fast Track
Planning

6. Strategic Planning Process
Environmental Scan
June-October
Focus Groups
September
SWOT Analysis
October
Draft Vision, Mission, Goals, Objectives, KPIs
October - December
Communicate & obtain input on mission, goals, etc.
November - March
Complete first Draft of Plan
January
Create Process to Implement Plan
January - March
Finalize Plan
April

7. Environmental Scan (Jun – Oct)
Purpose:
Gather data and information (external and internal)
Identify relevant trends
Basis for SWOT Analysis
Process:
Cross-functional team of about 40 employees
Established four subgroups
Each subgroup gathered data/information on a specific topic.
Subgroups identified trends and implications.

8. Focus Groups (September)
Purpose
Obtain information from internal and external stakeholders
Process
Several focus group sessions will be scheduled
There will be focus groups conducted for employees, students and community
Information from groups summarized

9. Strategic Planning Group (September)
A cross-functional Strategic Planning Group (SPG) will be established.
The SPG will be chaired by the president
The SPG will include representatives from:
Senates, Councils and SGA
Lakeshore & Southlake Campus
Student Development, Ed. Affairs, Administrative Affairs, HR and Public Relations
Environmental Scan Group & IEPR

10. SWOT Analysis (October)
The SPG will use Environmental Scan and Focus Group data to identify:
Strengths
Weaknesses
Opportunities
Threats

11. Draft Vision, Mission, Goals, Objectives & KPIs (October - December)
The Strategic Planning Group will use the SWOT to draft:
Vision Statement
Mission Statement
Goals
Objectives
Key Performance Indicators (KPIs)

12. Communication & Input (November - March)
The process will be transparent
SPG representatives will communicate updates to their constituents
Drafts of the Strategic Plan will be communicated to stakeholders
SPG representatives will seek input on the Strategic Plan draft.

13. First Strategic Plan Draft (January)
The first draft of the strategic plan will include:
Highlights SWOT Analysis
Vision, Mission,
Goals and Objectives
Institutional Key Performance Indicators
Strategic
Plan

14. Implementing Plan (January - March)
Processes and infrastructure needed to implement the plan will be established.
An annual planning calendar
A process for implementing
A monitoring process

15. Final Strategic Plan Draft (April)
The final draft of the strategic plan will be completed by April.
Board Approval will be sought
Final Plan will be communicated to stakeholders (internal & external
Final
Strategic
Plan