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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 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

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  1. Getting the Word Out:Communicating the Strategic Plan Margaret Dalrymple Jacque Frost Patricia McClintock Kevin Snider AIR 2006 May 14th –18th

  2. Overview • Background • Purdue University • Indiana State University • Key Elements • Conclusions

  3. Background • Literature emphasizes its necessity • Survey results confirmed its importance • Affirmed by personal experience

  4. 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

  5. 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

  6. 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

  7. 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

  8. 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

  9. 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

  10. 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

  11. Purdue University • Strategies for communicating results • Final Evaluation • Investment Return Analysis • Report of Accountability

  12. 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

  13. 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

  14. RETREAT RESULTS

  15. 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

  16. 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

  17. 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

  18. Indiana State University • Communication Methods • Annual Reports • Departmental • University • Performance Indicators Dashboard • Integrated Marketing campaign • Targeted-group retreats • Postcard campaign • Website

  19. Key Elements • Open communication plan • interactive & participatory • Strong leadership that communicates • Why • Expectations • Choices made • Recognize all roles

  20. Key Elements • Tight timeframe • Build a consensus • Various venues for various audiences

  21. Any Questions?

  22. 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.

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