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Getting the Word Out: Communicating the Strategic Plan. Margaret Dalrymple Jacque Frost Patricia McClintock Kevin Snider AIR 2006 May 14 th – 18 th. Overview. Background Purdue University Indiana State University Key Elements Conclusions. Background.

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getting the word out communicating the strategic plan

Getting the Word Out:Communicating the Strategic Plan

Margaret Dalrymple

Jacque Frost

Patricia McClintock

Kevin Snider

AIR 2006

May 14th –18th

overview
Overview
  • Background
  • Purdue University
  • Indiana State University
  • Key Elements
  • Conclusions
background
Background
  • Literature emphasizes its necessity
  • Survey results confirmed its importance
  • Affirmed by personal experience
purdue university
Purdue University
  • Development
    • Board of Trustees initiated the process
      • Conducted SWOT analysis
      • Hired a president with a proven record
    • New President was open about it from the start
    • Hired a Director of Strategic Planning and Assessment
purdue university1
Purdue University
  • Development
    • Committee Task force
      • 28 members representing all stakeholders
      • Co-chaired by President of Senate and Provost (Chief Academic Officer)
    • Quick process – 8 months
    • Open meetings
    • Asked for feedback at critical times
    • Committee provided final draft to President
purdue university2
Purdue University
  • Development
    • Presented to President & his cabinet
    • President held open forums
    • Plethora of publications/news releases
    • Periodic presentation to trustees
    • Continual online opportunity for feedback
    • Major stakeholders kept apprised
    • Minor modifications were made
purdue university3
Purdue University
  • Implementation
    • Strategic Plan Report: 2001-2006
    • Small task group
      • Refinement of metrics and benchmarks definitions
    • Charge to Colleges & Units to plan
    • Strategic Plan Metric Support Project
purdue university4
Purdue University
  • Data Collection
    • Small Task group
      • Provided definitions, timeframes, sources, and comments
    • Key contacts in each area
    • Occasional refinement of definition or modification of source
purdue university5
Purdue University
  • Strategies for communicating results
      • Each November
        • Annual report
        • Report Card
        • Benchmark and Metrics Progress Report
        • Presentation
          • Board of Trustees
        • Mid-course adjustment in 2004
purdue university6
Purdue University
  • Strategies for communicating results
      • Throughout the year
        • President Forum
        • Indiana communities (once a month)
        • Presentation to each college (once a year)
        • Web sites
          • http://www.purdue.edu/oop/president/
          • http://www.purdue.edu/oop/strategic_plan/
          • http://www.adpc.purdue.edu/OIR/strategic.html
purdue university7
Purdue University
  • Strategies for communicating results
  • Final Evaluation
    • Investment Return Analysis
    • Report of Accountability
indiana state university
Indiana State University
  • Preparation
    • President initiated the process
    • Strategic Planning Committee
      • Chaired by EAP for Strategic Planning and Institutional Effectiveness
      • 35 members representing entire campus
slide13

Diversify

Funding

Increase

Political

Standing

Increase

Enrollment

Meet

Accountability

Expectations

Establish

Market

Position

PREEMINENCE

Enhance

Quality

Improve

Public’s

Perception

of ISU

Further

Develop A

Student

Centered

Culture

Enhance

Economic

Development

indiana state university1
Indiana State University
  • Preparation
    • Campus Retreat
      • New focus to be experiential learning, community engagement and eminent programs
      • Determined by over 150 stakeholders
      • Result was first draft by three SPC subgroups
        • Draft posted online and feedback requested
indiana state university2
Indiana State University
  • Preparation
    • Winter Retreat
      • Feedback to SPC from over 200 stakeholders
      • Result was final draft by SPC
    • Final plan approved by Board of Trustees
indiana state university3
Indiana State University
  • Data Tracking
    • Performance Indicators chosen by SPC
    • Stakeholders given opportunity to comment on indicators, goals and targets prior to finalization
    • Data gathered, posted and analyzed by OSPIRE
indiana state university4
Indiana State University
  • Communication Methods
    • Annual Reports
      • Departmental
      • University
    • Performance Indicators Dashboard
    • Integrated Marketing campaign
    • Targeted-group retreats
    • Postcard campaign
    • Website
key elements
Key Elements
  • Open communication plan
    • interactive & participatory
  • Strong leadership that communicates
    • Why
    • Expectations
    • Choices made
    • Recognize all roles
key elements1
Key Elements
  • Tight timeframe
  • Build a consensus
  • Various venues for various audiences
references
References
  • Cordeiro, W. P., & Vaidya, A. (Summer 2002). Lessons learned from strategic planning. Planning for Higher Education, 30 (4), 24-31.
  • Nunez, W.J. (May 2004). Strategic planning in higher education: Assessing faculty and administrative support in a reform environment. Paper presented at the 2004 Association for Institutional Research, Boston, MA.
  • Rowley, D.J., Lujan, H.D., & Dolence, M.G. (1997). Strategic change in colleges and universities. San Francisco: Jossey-Bass Inc.
  • Schmidtlein, F.A. & Milton, T. H. (Fall 1990). Adapting Strategic Planning to Campus Realities. New Directions for Institutional Research: Adapting Strategic Planning to Campus Realities, 67, 1- 2.
  • Taylor, A.L, & Karr, S. (1999). Strategic planning approaches used to respond to issues confronting research universities. Innovative Higher Education, 23 (3), 221- 234.
  • Torres, C.A.R. (2001) An assessment process for strategic planning in a higher education institution Unpublished doctoral dissertation, Dowling College.