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
- Budgeting- capital requests and department budgets established
- Resources- Necessary projects go to IT Request
- Reporting development- All actions need to be measurable
Align to Institutional Goals
Calibrate plan when final budget is released (unit budgets, capital requests, & fiscal goals).
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.
Strategic Planning Committee establish SMART goals with owners.
Committee established actions.
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
EMTC incorporates prioritized actions into a project plan
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