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Enrollment Management

Strategic Planning Proposal

Why Strategic Planning?

"Strategy without tactics is the slowest route to victory. Tactics without strategy is the noise before defeat." -Sun Tzu

Purpose

Benefits

Areas of Concern

  • Build upon the FY14 EM Strategic Plan
  • Bridge the gap between the aspirational and operational
  • Establish SMART goals to align with college's strategic plan and EM's operational plan
  • Manage resources and priorities across a complex unit with several complex departments
  • Need to minimize silos
  • We're all working towards the same goal, and don't want to duplicate our efforts
  • Managing internal and external resources:
  • Eliminate bottlenecks
  • Meet deadlines
  • Limit unplanned expenses
  • Budget planning that is aligned to goals
  • Clear understanding:
  • Owner and support resources
  • Clearly tie expenses to projects & goals
  • Accountability:
  • Setting dates and having a mechanism for making changes
  • Sign off process when scope, resources, or deadlines change
  • Setting and meeting realistic deadlines with contingencies for unplanned initiatives
  • Resource and workflow planning

Proposal

Process

Summary

  • Committee meets weekly during planning phase
  • Once a plan is developed the committee meets for monthly reviews
  • Works closely with EMTC

Strategic Planning Committee

  • Align EM goals to institutional goals
  • Prioritize EM-wide activities
  • Department-specific planning coordinated
  • SMART format
  • Approval Process for Changes
  • Follow Through- managing required updates
  • Manage owners, resources, timelines, dependencies, measurement
  • EMTC's role as advisory group and operational planners
  • Contingency time budgeted for each quarter
  • Measurable results

Suggested Members

Craig Maslowsky, Tom Dalton, Christina Roarke, Patti Hoeg, Dan Merkt, Shannon Easton, Tanya Handerhan, Lisa LaVigna

Facilitator- Sarah Quaile

Project Manager- Amanda Trainor

  • Strategic Planning Committee develops the FY15-FY20 Strategic Plan with FY15 SMART goals.
  • SMART goals are fully scoped with owner, resources, dependencies, contingencies, measurements, and expected results
  • Approval of changes to the plan throughout the year

Management

Proposed Timeline

EMTC's Role

Continuous Planning Process

  • Initial plan finalized
  • Monthly communication
  • Ongoing feedback from EMTC
  • Quarterly Review with Executive Staff - operational plan

Once plan is created, EMTC will be responsible for:

  • Scope projects out at an operational level
  • Managing the plan (due dates, resources, etc.)
  • Develop a guideline for submitting new initiatives on projects in SMART format
  • Analyze proposed changes relative to existing project plan
  • Communicating updates and changes

Resource Planning

June and beyond

  • Budgeting- capital requests and department budgets established
  • Resources- Necessary projects go to IT Request
  • Reporting development- All actions need to be measurable

May

Weeks 9 & 10

Align to Institutional Goals

Calibrate plan when final budget is released (unit budgets, capital requests, & fiscal goals).

April

Initial Goals and Actions Established

Process

*Date contingent upon budget release*

SWOT analysis, and review college wide plan (based on institutional goals), and FY14 EM Plan.

March

Week One

Strategic Planning Committee establish SMART goals with owners.

Committee established actions.

Week Two

Week Three

Scope of Work Defined

  • EMTC meets on an as-needed per-project basis
  • Responsible for communicating updates and changed to the EM Strategic Planning Committee
  • Monthly meetings with the EM Monthly Review
  • Information always available via SharePoint

Owner develops actions and scopes work (resources, time frame, and measurements)

EM Strategic Planning Committee prioritizes

Weeks 4 & 5

EMTC incorporates prioritized actions into a project plan

February

Week 6

Weeks 7 & 8

Procedures

  • Document EMTC structure, membership, roles, & responsibilities
  • Sign-off process for substantive changes to the schedule
  • Develop uniform process for scoping projects & priorities
  • Use Microsoft Project to schedule projects
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