Getting the Word Out: Communicating the Strategic Plan

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Getting the Word Out Communicating the Strategic
Plan

• Margaret Dalrymple
• Jacque Frost
• Patricia McClintock
• Kevin Snider
• AIR 2006
• May 14th 18th

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Overview

• Background
• Purdue University
• Indiana State University
• Key Elements
• Conclusions

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Background

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

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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

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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

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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

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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

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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

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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

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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

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Purdue University

• Strategies for communicating results
• Final Evaluation
• Investment Return Analysis
• Report of Accountability

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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

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Diversify Funding
Increase Political Standing
Increase Enrollment
Establish Market Position
Meet Accountability Expectations
PREEMINENCE
Improve Publics Perception of ISU
Enhance Quality
Enhance Economic Development
Further Develop A Student Centered Culture
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RETREAT RESULTS
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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

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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

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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

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Goals and Strategies Goals and Strategies Goals and Strategies Goals and Strategies Goals and Strategies
Implementation Update Implementation Update Implementation Update Implementation Update Implementation Update
Strategic Initiative Explanation Strategic Initiative Explanation Strategic Initiative Explanation Strategic Initiative Explanation Strategic Initiative Explanation

Indiana State University has three strategic goals Indiana State University has three strategic goals Indiana State University has three strategic goals
Goal 1 Increase enrollment of higher achieving students. Increase enrollment of higher achieving students. Increase enrollment of higher achieving students.
Goal 2 Enhance image as a high quality educational environment that stresses student success through active learning and engagement. Enhance image as a high quality educational environment that stresses student success through active learning and engagement. Enhance image as a high quality educational environment that stresses student success through active learning and engagement.
Goal 3 Diversify revenue and increase efficient utilization of existing resources to accomplish the University's mission. Diversify revenue and increase efficient utilization of existing resources to accomplish the University's mission. Diversify revenue and increase efficient utilization of existing resources to accomplish the University's mission.


Indiana State University is pursuing four strategic initiatives to achieve these strategic goals Indiana State University is pursuing four strategic initiatives to achieve these strategic goals Indiana State University is pursuing four strategic initiatives to achieve these strategic goals Indiana State University is pursuing four strategic initiatives to achieve these strategic goals Indiana State University is pursuing four strategic initiatives to achieve these strategic goals
Strategic Initiative 1 Develop a culture that values, celebrates, and delivers experiential learning opportunities for students. Develop a culture that values, celebrates, and delivers experiential learning opportunities for students. Develop a culture that values, celebrates, and delivers experiential learning opportunities for students.
Strategic Initiative 2 Achieve a reputation for engaging local, state, national, and international communities in ways that improve the communities, enhance student learning, and utilize university resources. Achieve a reputation for engaging local, state, national, and international communities in ways that improve the communities, enhance student learning, and utilize university resources. Achieve a reputation for engaging local, state, national, and international communities in ways that improve the communities, enhance student learning, and utilize university resources.
Strategic Initiative 3 Develop and invest in selected nationally recognized distinctive programs. Develop and invest in selected nationally recognized distinctive programs. Develop and invest in selected nationally recognized distinctive programs.
Strategic Initiative 4 Attract and retain productive faculty and staff. Attract and retain productive faculty and staff. Attract and retain productive faculty and staff.
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Indiana State University's Vision Statement captures the essence of the strategic goals and initiatives Indiana State University's Vision Statement captures the essence of the strategic goals and initiatives Indiana State University's Vision Statement captures the essence of the strategic goals and initiatives Indiana State University's Vision Statement captures the essence of the strategic goals and initiatives Indiana State University's Vision Statement captures the essence of the strategic goals and initiatives
"Indiana State University is the pre-eminent public institution that integrates teaching and research for high-achieving, goal-oriented students who seek opportunities for personal, professional and intellectual growth on a diverse, civically engaged campus. From their first day, our students are actively challenged by high-quality, experiential academic programs and are supported by personal attention from our dedicated faculty and staff who inspire students to create and apply knowledge through dynamic partnerships with the community and the world. Our graduates are valued for their demonstrated knowledge and expertise, active citizenship and leadership qualities" "Indiana State University is the pre-eminent public institution that integrates teaching and research for high-achieving, goal-oriented students who seek opportunities for personal, professional and intellectual growth on a diverse, civically engaged campus. From their first day, our students are actively challenged by high-quality, experiential academic programs and are supported by personal attention from our dedicated faculty and staff who inspire students to create and apply knowledge through dynamic partnerships with the community and the world. Our graduates are valued for their demonstrated knowledge and expertise, active citizenship and leadership qualities" "Indiana State University is the pre-eminent public institution that integrates teaching and research for high-achieving, goal-oriented students who seek opportunities for personal, professional and intellectual growth on a diverse, civically engaged campus. From their first day, our students are actively challenged by high-quality, experiential academic programs and are supported by personal attention from our dedicated faculty and staff who inspire students to create and apply knowledge through dynamic partnerships with the community and the world. Our graduates are valued for their demonstrated knowledge and expertise, active citizenship and leadership qualities" "Indiana State University is the pre-eminent public institution that integrates teaching and research for high-achieving, goal-oriented students who seek opportunities for personal, professional and intellectual growth on a diverse, civically engaged campus. From their first day, our students are actively challenged by high-quality, experiential academic programs and are supported by personal attention from our dedicated faculty and staff who inspire students to create and apply knowledge through dynamic partnerships with the community and the world. Our graduates are valued for their demonstrated knowledge and expertise, active citizenship and leadership qualities"

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In summary, the vision components are In summary, the vision components are In summary, the vision components are
Institutional Recognition Indiana State will receive national recognition for its efforts to be a pre-eminent university. Indiana State will receive national recognition for its efforts to be a pre-eminent university. Indiana State will receive national recognition for its efforts to be a pre-eminent university.
Teaching Indiana State will improve the quality of the undergraduate and graduate experience. Indiana State will improve the quality of the undergraduate and graduate experience. Indiana State will improve the quality of the undergraduate and graduate experience.
Research Indiana State will increase the amount of research dollars awarded. Indiana State will increase the amount of research dollars awarded. Indiana State will increase the amount of research dollars awarded.
Integrated Teaching and Research Indiana State will be known for the way in which it utilizes research as a teaching experience for both undergraduate and graduate students. Indiana State will be known for the way in which it utilizes research as a teaching experience for both undergraduate and graduate students. Indiana State will be known for the way in which it utilizes research as a teaching experience for both undergraduate and graduate students.
High-achieving, Goal-oriented Students The University will increase the number of high-achieving, goal-oriented students who choose to attend Indiana State University. The University will increase the number of high-achieving, goal-oriented students who choose to attend Indiana State University. The University will increase the number of high-achieving, goal-oriented students who choose to attend Indiana State University.
Diversity and Civic Engagement Indiana State will continue to offer a diverse campus and foster an institutional commitment to civic engagement in ways that benefit the community and the learning process for students, staff, and faculty. Indiana State will continue to offer a diverse campus and foster an institutional commitment to civic engagement in ways that benefit the community and the learning process for students, staff, and faculty. Indiana State will continue to offer a diverse campus and foster an institutional commitment to civic engagement in ways that benefit the community and the learning process for students, staff, and faculty.
Challenging, High-quality, Experiential Academic Programs The University will continue to enhance quality in its disciplines and develop a national reputation for experiential learning. The University will continue to enhance quality in its disciplines and develop a national reputation for experiential learning. The University will continue to enhance quality in its disciplines and develop a national reputation for experiential learning.
Supportive, Personally Attentive Environment Indiana State faculty and staff will develop an environment where students report receiving personal attention and support at levels above those reported by students at similar types of institutions. Indiana State faculty and staff will develop an environment where students report receiving personal attention and support at levels above those reported by students at similar types of institutions. Indiana State faculty and staff will develop an environment where students report receiving personal attention and support at levels above those reported by students at similar types of institutions.
Dynamic Partnerships Indiana State will be characterized by the dynamic partnerships it has established. Indiana State will be characterized by the dynamic partnerships it has established. Indiana State will be characterized by the dynamic partnerships it has established.
Graduates Valued for Demonstrated Knowledge and Expertise, Active Citizenship, and Leadership Qualities Indiana State will track and review how well its graduates demonstrate these traits and address how the University can better contribute to the skills and civic behavior its students exhibit after graduation. Indiana State will track and review how well its graduates demonstrate these traits and address how the University can better contribute to the skills and civic behavior its students exhibit after graduation. Indiana State will track and review how well its graduates demonstrate these traits and address how the University can better contribute to the skills and civic behavior its students exhibit after graduation.
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Indiana State University

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

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Key Elements

• Open communication plan
• interactive participatory
• Strong leadership that communicates
• Why
• Expectations
• Choices made
• Recognize all roles

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Key Elements

• Tight timeframe
• Build a consensus
• Various venues for various audiences

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Any Questions?
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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.