Strategic Planning Model
Note: See the Assessment Workshop titled "Building an
Assessment Plan" for more information.
Contents:
Plan to Plan
- Where are we?
- Organizational mission, vision, priorities, and
values
- Focus of our efforts: students and their success at
this university
- Financial implications
- Programs and services
- Where do we want to go?
- Definition of aims
- Strategic plans to achieve aims
- Evaluation of strategic aims in light of strengths,
weaknesses, constraints, and current focus
- What are the primary resources or functional areas
within our department that will assist us in meeting our
goals?
- Organizational resources (Structure: are we
structured in the best way?)
- Staff resources (Do we have the staff to carry out
our goals?)
- Facility resources (Do we have the office design and
space necessary to accomplish our goals?)
- Managerial resources (Do we have the managerial
resources to coordinate our efforts?)
- Financial resources (Do we have the necessary
finances to accomplish our goals?)
- Marketing resources (Do we market/publicize) our
resources to students?)
- Programmatic resources (Do we possess the necessary
programs to meet student needs for our area?)
- Services resources (Do we possess the necessary
services to meet student needs for our area?)
- Other
- Which strategies (or tactics) will achieve our goals?
- Balance aims/ideals and realistic appraisal of our
current position
- Conclusions concerning goals and strategies to
achieve them
- What decisions need to be made now to achieve our goals?
- Short-term budgets
- Short-term organizational decisions
- Monitor performance
- Review and re-evaluate
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Strategic
Planning
- Master Strategies
- Vision
- Mission
- Priorities
- Goals
- Major Strategies
- Program Strategies
- Organizational Strategies
- Personnel Strategies
- staff training
- performance appraisal
- recruitment
- written expectations
- career development for staff
- Financial Strategies
- sources of income
- development and management of the budget
- cost-effective operations
- audit of requisitions, purchases,
- adequate reserves (auxiliaries)
- Marketing Strategies
- market research- trend analysis
- environmental scanning
- public relations
- selection of our target audience
- Physical Environment Strategies
- office design and utilization
- maintenance of equipment
- renovations and repair
- new building
- Development of Information
- WOTS UP? Analysis
- Weaknesses )
- Opportunities )
- Threats ) Underlying Planning
- Strengths )
- Internal Stakeholders/Expectations/Interests
- students
- staff
- other areas of Student Affairs, Business
Affairs, Academic Affairs
- others
- External Stakeholders
- community
- UW System
- parents
- legislature
- board of regents
- others
- Data bases
- budget
- satisfaction and needs survey results
- assessment reports
- others
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Tactical
Planning
- Medium-range strategies and tactics to implement them
- Short-range strategies and tactics
- Implementation of plans
- Review and evaluation of plans
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