1. The College of Business Team California State University, Monterey Bay
College of Business Year-End Strategic Planning Retreat and Celebratory Dinner
The College of Business Team California State University, Monterey Bay
May 19, 2014

2. Agenda Welcome, Introduction and Thanks Significant Milestones
Progress on the Six Tasks
Strategic Plan Status
Mission/Vision/Strategic Foci/Values - Group Feedback
Break
Strategic Priorities and Goals – Group Feedback
CSUMB Strategic Priorities & Road Ahead – President Ochoa
Academic and Resource Plan
Reception & Mixer
Dinner and Recognition of Provost Julio Blanco

3. Significant Milestones
Promotion and Tenure
New Hospitality Position for John Avella
New TT Hires and Update on Hiring
New Staff Positions and Thanks to Staff Team

4. Progress on the Six Tasks
Develop strategic foci & plan in congruence with CSUMB community, service learning & global vision
Build new UG and Grad programs through Extended Ed to grow resources & global footprint
Focus on getting AACSB accreditation in 6-7 years
Attract, recruit and retain outstanding FT faculty and lecturers as center of teaching excellence
Attract the best undergraduate and graduate students to build regional & national reputation
Build an enduring foundation for the COB as a West Coast Center of Excellence

5. COB Bottom-Up Planning Process
Fall 2013 (Faculty/Staff Retreat)
CSUMB Mission Strategic Plan
Develop Strategic Foci
Student /Staff/ Faculty/Employer
Winter 2014/February 2014(Retreat)
COB SWOT Strategic Foci, Values and Vision
COB Capabilities
CSUMB Location
Collaborators &
Partners
Summer 2014/May 2014 (Retreat)
Mission and Strategic Goals
Shyam
Detailed Goals, Objectives & Tasks
Competitors
Fall 2014/June 30, 2014
COB Strategic Plan
Spring 2014/April 2014
SPAC Committee Mtgs.

6. Strategic Plan Status
Strategic Planning and Accreditation Committee formed in Fall 2013
Three strategic planning retreats
SPAC Committee and sub-groups
meetings and strategic plan drafts
Academic planning process in Spring
2014 integrated with strategic planning process
Academic plan and 1st draft of Strategic Plan completed – consultation in progress

7. Mission - Group Feedback
The College of Business’ mission is to provide engaged teaching and learning for knowledge and skill development to promote student success in their chosen careers. We provide integrated, hands-on learning and responsible (People, Ethics, Equity, Planet and Performance/Profit) engagement with real-world challenges. Students and faculty engage in practice-based research and in collaboration with community partners support positive organizational outcomes and regional development.

8. Vision
Our vision is to become a recognized US business college, engaged locally and globally, for developing responsible and work-force ready business graduates.

9. Strategic Foci
The strategic focus of the College of Business is to educate business ready graduates who are responsible business managers and entrepreneurs balancing a concern for personal, social and community needs (People); ethical behavior (Ethics), concern for issues of equity (Equity) and environmental stewardship (Planet) and business value-added (Performance/Profit).
The College’s business area foci include Agribusiness, Hospitality Management, Business Entrepreneurship and Social Entrepreneurship.

10. COB Shared Values & Principles
Congruence
Collaboration
Passion
Integrity
Innovation
Responsibility
One Each MLS first

11. Group Feedback
At your table, examine and provide input on the Mission (Tables 1 and 2), Vision (Table 3), Strategic Foci (Table 4) and Values Statements (Table 5)
Discuss among yourselves your group input while having one of your group take bullet-pointed notes on the chart-paper provided
Write down the consensus and have a (another?) spokesperson report them when requested
Please make sure you provide your group’s feedback and suggestions to Elsa/Ariane

12. Strategic Goals and Priorities
Strategic Priority/Goal # 1: Advance toward AACSB accreditation
Strategic Priority/Goal #2: Establish a culture of assurance of learning that enhances student success and experiences
Strategic Priority/Goal #3: Build capacity to support expansion and to enhance reputation of COB
Strategic Priority/Goal #4: Implement focus on “Regional Engagement” and “Global Participation”
Strategic Priority/Goal #5: Implement “Responsible Business” Focus

13. Group Feedback
At your table, examine and provide input on the Strategic Priority/Goal/Objectives assigned to your group (each table examines one strategic priority)
Discuss among yourselves your group input while having one of your group take bullet-pointed notes on the chart-paper provided
Write down the consensus and have a (another?) spokesperson report them when requested
Please make sure you provide your group’s chart feedback and suggestions to Elsa/Ariane

14. CSUMB Strategic Priorities & Road Ahead - President Ochoa

15. BSBA Academic & Resource Plan Enrollment Growth 2014-2020

16. BSBA Resource Plan
2014/15
2015/16
2016/17
2017/18
2018/19
2019/20
Fall
FTS
#TT
Line
Staff
St.
Asst.
Tot.
FTF
SFR
FTE
FTEF
FTES
#TT Line
Total
Fall FTES
Tot. SFR
644 11 3 2 24
26.9
726 14 27
818 18 4 31
26.4
921.5 21 35
26.3
1038 5 40 26
1175 6 46
25.4
Tenure Track FT faculty grows from 11 in to 26 in as a result of the growth in the BSBA program alone
Staff needs double from 3 to 6 due to doubling of FTES growth during this period
SFR drops marginally from 27 to 25 during the period
PT faculty also grows during the period but at a slower pace than FT faculty growth to accommodate AACSB faculty qualification standards

17. New Programs & Initiatives 2014-2020
BSBA Degree Completion Program - online
Social Entrepreneurship Management Minor/Major
Accounting Certificate/MS in Accounting Program - online
BS in Sustainable Hospitality Management (in collaboration with SMART College)
Online MSMIT Program (in collaboration with ITCD/SMART) - online
CBO Finance Education Program (in collaboration with COE) – to be approved (0nline)
BS/BA in Responsible AgriBusiness (in collaboration with SMART College) – to be approved
MLS start; Shyam Alternative.

18. COB Non-BSBA Programs Enrollment Growth and Resource Plan 2014-2020
Shyam
COB EE Programs enrollment expected to grow from 295 in to 635 in
MBA/EMBA Program will account for just over 50% of COB EE programs enrollment in , down from 75% in
Robust resource growth required in TT/FT faculty and PT faculty to meet program growth needs with extra TT faculty needs of 17 new TT/8 new PT faculty by

19. Preparedness for AACSB Accreditation
AACSB Standard
COB Readiness Status
Issues to be resolved
Standard 1: Mission, Impact, and Innovation
Mostly done. In process, should be done by May 27, 2014
Standard 2: Intellectual Contributions (IC) Impact and Alignment with Mission
Not yet. IC Contributions assessments under way and SA status upgrade being assessed.
Need to develop IC standards criteria to evaluate IC quality based on CoB Mission
Standard 3: Financial Strategies and Allocation of Resources
In process.
Have state-side funding model and budget. MoU negotiations between EE and CoB still ongoing
Standard 4: Student Admissions, Progression, and Career Development
Admission policies & procedures already in place but procedures and tracking of progressions fragmented. Career development strategy to be developed.
No centralized place for progressions. Career development processes yet to be started.
Standard 5: Faculty Sufficiency and Deployment (Do we have enough qualified faculty to accomplish the mission?)
Upgrade in process.
In Fall14, we will have, 7+4=11 TT faculty. Plus 3 more in S15 will bring the total TT faculty to 14 plus one teaching MPP. Will be hiring 4 more for Fall 2015 to bring total T/TT faculty in to 18. Plus 1 MPP (Avella) as a resource for teaching.
hires to be confirmed with new Provost in Summer/Fall. In addition, new Provost to approve 2 more faculty hires in to being total TT faculty in to 20.
Standard 6: Faculty Management and Support
Need to develop research support criteria building on current EE professional development funds disbursement criteria.
We do have well-documented and well- communicated processes for strategic planning, budgeting, space planning in place. Still need to develop faculty management and support processes and documentation.
Standard 8: Curricula Management and Assurance of Learning (AoL)
Previous WASC, program reviews and PIP in place.
Just starting to work on it with Pat attending AACSB Assessment seminar. Some GKO assessment rubrics in place, but not all.
Standard 9: Curriculum Content
Last curriculum revision done in 2006 (?).
Next revision in to bring CoB curricula in line with Standards 8 and 9.
Need to revise existing curriculum based on Standard 8 by Curriculum Committee. In process to form the AACSB Curriculum Committee in
Standard 9: Curriculum Content
In process.
Last curriculum revision done in 2006 (?).
Next revision in to bring CoB curricula in line with Standards 8 and 9.
Need to revise existing curriculum based on Standard 8 by Curriculum Committee. In process to form the AACSB Curriculum Committee in
Standard 10: Student-Faculty Interactions
Considerable progress with BUS Student Club, Accounting Club etc. and faculty advisors and regular meetings.
Need to improve and document. Need to form Undergrad and Grad Student Advisory Committees in to advise & provide feedback about student-faculty interactions to Dean and Chair. To be run by mostly students with Faculty participation. Should involve the existing BUS Club Officers. Would meet four times/year.
Standard 11: Degree Program Educational Level, Structure, and Equivalence
Mostly done.
But would need to be revised based on Standard 8 & 9.
Need to improve and document.
Standard 12: Teaching Effectiveness
Done.
Existing RTP processes and Lecturer peer evaluation procedure.
Standard 13: Student Academic and Professional Engagement
Process in place for Internships, Capstone projects, and for course projects in real companies/organizations in many courses. Missing piece is student placement.
Well-documented and well- communicated processes about how COB students actively engaged with professional practice still to be completed.
Standard 14: Executive Education
In process in collaboration with EE
Need to improve and document based on information from EE.
Standard 15: Faculty Qualifications and Engagement
Upgrade of SA faculty under way through new hire process and current TT faculty research plans. Criteria still to be developed for AACSB qualifications.
Criteria for this based on CoB Mission to evaluate faculty qualifications still to be developed.
Shyam
April 15, 2014 review indicates we will be
ready by late Fall 2014 for initial application

20. AACSB Accreditation Timeline
Fall 2015
t=2 yrs.
Fall 2017
Most critical step in AACSB process
t=5 yrs. Fall 2020
Implement SAP; Annual site visits by mentor
Conduct Gap Analysis. Develop Standards Alignment Plan (SAP)
Resolving Pre-Accreditation Issues
Submit Eligibility Application (EA)
Submit progress reports annually
SAP Approved by Initial Accreditation Committee (IAC)
Write Self Evaluation Report (SER)
AACSB Standards are being met; Apply for initial accreditation process
EA Approved; Mentor assigned
AACSB Peer Review Team Visit
MLS/Shyam
AACSB Accreditation Approved!
AACSB Continuous Improvement Review (Maintenance) every 5 years.
SER Approved
t=7 yrs.
Spring/Fall 2022
t=6 yrs.
Fall 2021

21. High achievement comes from high aims.
Thank You for All Your Hard Work & Contributions to the COB! Have a Great Summer!
High achievement comes from high aims.
King Ching of Chou (1100 B.C.) 16 21