Transcript Administration & Finance

California Lutheran University
Strategic Planning for 2004-2014
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The Goal of Strategic Planning is
Institutional Effectiveness
Fulfill the mission of the University
 Prioritize and fund those initiatives
that best contribute to the mission
 Communicate the process and
status on a regular basis
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Two Phases Covering a Ten Year Period
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Phase I
2004 - 2006 Bridge Plan
Phase II
2006 - 2014 Strategic Plan
(4 + 4)
California Lutheran University
2004 – 2006 Bridge Plan
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2004-2006 Bridge Plan
Primary Goals and Initiatives
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Develop a New Strategic Plan (2006-2014)
Clarify CLU’s Identity
Enhance Academic Quality
Complete and Implement Branding and
Integrated Marketing Plan
Complete Facilities Construction
Increase Net Revenue from Operations
Expand Capacity for Growth, Program Support,
and Performance Assurance
California Lutheran University
2006-2014 Strategic Plan
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The Process and Plan
The Process
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Credible
Inclusive
Engaging
Rigorous
Timely
Flexible
Ongoing
The Plan
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Bold
Motivational
Achievable
Prioritizes
Actions
Measurable/
Quantifiable
Adaptable
The Participants
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Strategic Planning Steering Committee (SPSC)
Faculty, staff and administrators
Existing governance including Board of Regents
External volunteer groups
Alumni, students
Ad hoc committees
Strategic Planning Steering Committee
Charge: “To facilitate and lead the strategic
planning process”
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President Luedtke, SPSC Chair and President of California Lutheran University
Robert Allison, Vice President for Administration and Finance
A. Joseph Everson, Interim Provost & Dean of Faculty
Ritch Eich, Vice President for Marketing and Communications
William Rosser, Vice President for Student Affairs & Dean of Students
R. Stephen Wheatly, Vice President for University Advancement
Guy Erwin, Faculty Chair
Leanne Neilson, Associate Provost, Graduate & Adult Programs and Accreditation
Julius Bianchi, Associate Provost for Information Systems and LINK Chair
Darryl Calkins, Dean of Undergraduate Enrollment
Melissa Maxwell-Doherty, Campus Pastor
Millie Murray-Ward, Assistant Provost for Assessment
Barbara Rex, Director of Budget and Management Analysis
Cathy Stueve, Institutional Research Officer
2006-2014 Strategic Planning Process
10 Steps
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Lay the foundation
Affirm mission, vision and core values
Complete situational analysis (SWOT)
Review and comment by internal and external constituents
Identify and frame strategic themes
Review and comment by internal and external constituents
Formulate strategic goals and write action plans
Conduct feasibility study
Review and adopt the strategic plan and link to budget
Evaluate and modify the plan
2006-2014 Strategic Planning Timeline
Feedback
Kick-Off of
Planning
Process
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Evaluate
Institutional
Context
Review of
Themes &
Narrowing to
Goals
Theme
Development
Feasibility
Assessment
Executive
Committee
Sept ‘04
Board of
Regents
Oct ‘04
Executive
Committee
Jan ‘05
Board of
Regents
Feb ‘05
Executive
Committee
Board of
Regents
Executive
Committee
Sept '04
Oct '04
Jan '05
Feb '05
Apr '05
May '05
July '05
Presidential
Approval
Board of
Regents
Oct '05
Executive
Committee
Review
Board Review
& Approval
Executive
Committee
Board of
Regents
Jan '06
Feb '06
Essential Task Areas Framing the Institutional Context
New Program
Opportunities
Joe Everson
Fund Raising
Steve Wheatly
Adult &
Graduate
Enrollment
Leanne Neilson
Mission, Vision &
Values
Luther Luedtke
Instructional &
Academic Services
Joe Everson
External
SWOT
Analysis
Institutional
Context
Internal
SWOT
Analysis
Human Resources
(Administration &
Staff)
Bob Allison
Recognition
and Reputation
Ritch Eich
Undergraduate
Enrollment
Darryl Calkins
Management,
Governance and
Volunteer
Leadership
Luther Luedtke
Financial
Bob Allison
Physical Plant
Bob Allison
Student
Community
Bill Rosser
IT
Julius Bianchi
Theme Development Participants
Faculty
Focus Groups
Governing Boards
Regents/Convocators/
CLEF Trustees
SOB
SOE
CA&S
Faculty Governance
Strategic Planning
Steering Committee
All SPSC Members
Alumni
Administration
Academic & Other
Theme
Development
Volunteer &
Advisory Boards
Steve Wheatly
Alumni Board/KCLU
Advisory Board
VP's
Current Students
UG/Graduate
Bill Rosser/Leanne
Neilson