Space Planning and Management

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Space Planning and Management

• Sponsored by the Offices of
• The Provost
• Capital Projects
• Planning Services Professional Development

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Strategic Planning Agenda

• Overview.. Rationale..Typical steps..
• Planning Process at URI and its relevance to you

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Workshop Goal
This workshop will give you a clear planning
process that, if followed, will get you all the
space on campus you want.
!!
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Challenging times

• Increasing workloads
• People Soft
• Technology
• Lack of resources (human, financial, physical..)

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Planning in the midst of financial crisis seems
downright silly. Uncertainty encourages caution
and a tendency to tread water until "things clear
up" and predictable patterns emerge. Yet failure
to plan during tough times only contributes to a
self-defeating, reactive mindset.
Boudreaux, Exline, Forster, Sims. "Strategies
for Tough Times Planning, Acquiring Resources,
Reorganizing, and Maintaining Morale." The
Department Chair, fall 2003.
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Why Plan?
FACT The pace of change in higher education
shows no signs of abating, nor do the severe
financial challenges.
Planning can help to expand choice and
self-direction.
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A plan can minimize the turbulence and reduce the
risk of damage by forces outside our control. At
the very least, planning will increase the
probability that when opportunities arise they
can be exploited. And when threats emerge, the
capacity to respond will be greaterquicker,
keener, more effective.
Boudreaux, Exline, Forster, Sims, fall 2003
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What do you want from the institutional planning
process?
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Strategic Plan
Organizational Vision, Mission,Values Current and
Future Trend Analysis Strategic
Initiatives Long-term Goals Action Items

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Strategic Planning Elements
VISION Describes aspirations for the future.
Broad and inspirational in tone Long term
strategic intent Defines what the organization
is capable of becoming.

Values Represents core ideology about the way an
organization conducts its work.

Mission Supportive of vision.
Conveys a sense of purpose. Clearly indicates
what it seeks to accomplish.
Strategic Goals
What will be accomplished.
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A planning process engages faculty and staff in a
collective, vision-centered method
of establishing priorities and marshaling
resources to achieve objectives.
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Typical Barriers to Planning in Academics

• Disputes over turf
• Lack of Resources
• Breakdowns in communication
• A focus on dynamics that causes ineffectiveness
• Excessive attention to minor issues
• Failure to have common understanding

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Opportunities to develop a shared vision

• Accreditation or external reviews of departments
  and their related self-study materials
• A focus on defining goals as learning outcomes
  for students
• Making positive use of crises related to budgets
  or changes in personnel.

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Strategic Planning Process Framework
Strategic Planning requires visionary and
directional thinking. The strategic plan focuses
on the basic nature (mission) and direction
(strategy) of the organization.
It defines - where the organization needs to go
and why.
It is broad based and conceptual. It deals with
the future in terms of goals, strategies, and
integrated programs/actions for accomplishing
these objectives.
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UNH .. A recent case in point

• Most important work was to stimulate
  University-wide discussions about identity,
  vision, and values. The Academic Plan seeks to
  make this vision operational. Vision serves as a
  touchstone for institutional decision making.
  (Change Mag. Jan/Feb 2004)

• UNH will distinguish itself by combining the
  living learning environment of a New England
  liberal arts college with the breadth, spirit of
  discovery, and civic commitment of a land grant
  research institution.

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UNH ..

• We expect the clarification of values prompted
  by the new institutional vision will be among the
  most important products of the planning process.
  A consensus of values and vision provides a
  foundation for setting goals and priorities not
  only for academic programs, but for all other
  units as well.

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URIs Vision Statement
In our quest for knowledge, the
University of Rhode Island is building a
new culture for learning. We will share in the
power of discovery through collaborative
teaching, learning and research, and
through independent inquiry and free speech.
This culture generates a spirited public life
for our students, who will become
engaged and productive leaders. Our research,
scholarship, critical analysis and creative
expression serve Rhode Island, the
nation and the world. In this evolving future,
our commitment to continuous
improvement and high quality will
guide our decisions. The University
community respects the dignity of each
individual, valuing the diversity among
us. We demand of ourselves
uncompromising integrity, with imagination and
pride evident in every aspect of our
work.
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Values..
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THE INSTITUTIONAL PLANNING SYSTEM
LONG RANGE PLAN (THE VISION)
UNIVERSITYS STRATEGIC PLAN (FY 2003- FY 2006)

• KEY ELEMENTS
• Vision Statement
• Key Assumptions
• Institutional Values
• Key Institutional
• Performance
• Indicators
• Campus Master
• Plan
• Capital
• Improvement
• Planning
• Financial Planning

• KEY ELEMENTS
• Mission Statement
• Strategic Goals
• Implementation plans
• Key Institutional
• Performance
• Indicators/Benchmarks
• Financial Plan

DIVISION, DEPARTMENTAL, COMMITTEE PLANNING
Revisions Corrective Action As Necessary
Quarterly Reviews by JSPC VPs

• KEY ELEMENTS
• Coordination
• Alignment
• Space Planning
• based on strategic planning and prioritizing

Annual Reports
Monthly Reports
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Heres how we are changing planning at URI

• Collaboration
• Align (Resources to priorities, plans across the
  University and OHE/BOG initiatives)
• Integrate (Physical, financial, academic,
  assessment and resource allocation)
• Streamline..
• Extend Services Data gathering/IR
• Provide information

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KEY PLANNING COMMITTEES
The JSPC - The Joint Strategic Planning
Committee The Campus Master Planning Review
Team The Asset Protection Committee SEDA - The
Space, Enhancement, Design, and Allocation
Committee The Space Logistics Team Building
Committees Academic Planning Committees Assessme
nt, Measurement, Evaluation committees
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Steps in Space Planning Process

• Generate Strategic Plan
• Organizational goals, future growth, etc..
• Utilize resources to assist you
• Submit Space Needs to Provost or VP
• Consultation with Capital Projects for Space
  Planning..

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Planning Information Source www.uri.edu/pspd
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SPACE PLANNING SERVICES FLOW CHART
May refer unit to Office of Planning Services for
assistance in developing a strategic plan
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Role of the JSPC Planning Committee