The SMU Advantage

Southern Methodist UniversityDepartment of Intercollegiate Athletics

Emerging Leaders SeminarMay 17, 2013

The SMU AdvantageThe Strategic Plan for Mustang Athletics

SMU Athletics: Preparing Students for Life

Service Passion Integrity Respect Innovation Teamwork

OVERVIEW OF PRESENTATION

I. Introduction

II. The Strategic Planning Process

III. The Centennial Strategic Plan for SMU

IV. The Role of Athletics at SMU

V. The SMU Advantage: Strategic Plan for Mustang Athletics

VI. Ask the AD



INTRODUCTION





Role of the ADAlign athletics with the mission and goals of the university

Model the behaviors we want other to adopt

Define reality and clarify roles/expectations/standards

Develop strategies and solutions

Get the right people doing the right things the right way at the right time (always!)

Be accessible, visible, and accountable (doesn’t hurt to be likable, too!)

Ask “What’s on your mind” and “How can I help?” (and then follow-through!)

Communicate SMU’s vision and invite others to participate

Say “Thank You”

THE STRATEGIC PLANNING PROCESS



Elements of the Planning ProcessStrategic Plan for SMU Athletics Overview of SMU’s Centennial Strategic Plan The Role of SMU Athletics Vision, Mission, Values and Goals for SMU Athletics Objectives for 2013-18 Standards, Expectations and Special Statements Language of Leadership Recommended Reading

Management, Accountability & Reporting Systems Manager’s Action Planner (MAP Books) Weekly Reporting (QuickSheets) Executive’s Operations Book & Quarterly Report • Regular Progress/Performance Reviews



Audiences for the Strategic PlanAnnually – The Strategic Plan is updated and presented for review, comment and approval to President Turner.

Quarterly – The Executive Operations Report, providing a summary on the performance of every operating unit, is presented to President Turner.

Bi-Weekly – A Summary Report is presented to President Turner at regularly-scheduled Bi-Weekly Update Meetings.

Internal and External Constituent Groups:

BOT Athletics Committee Provost, Vice Presidents and Deans Faculty Senate SMU Athletics Council Faculty Athletic Representative Student Government

Athletics Staff & Coaches Student-Athletes Donors, Ticket Holders & Alumni Prospective Donors Former Student-Athletes Community Leaders



Benefits of the Planning Process Alignment & Collaboration w/President Turner and University Leaders

Sets a Clear Direction for the Department of Athletics

Establishes Performance Standards and Professional Code of Conduct

Professional Management & Accountability Measures

Facilitates Diversity and Inclusion

Creates the “Most-Effective” Communication and Fundraising Tool



THE CENTENNIAL PLAN FOR SMU



SMU STRATEGIC PLANVision of SMUTo create and impart knowledge that will shape citizens who contribute to their communities and lead their professions in a global society.

Mission of SMU SMU’s mission is to be a leading private institution of higher learning that expands knowledge through research and teaching. Among its faculty, students and staff, the University develops skills and cultivates principled thought and wisdom. The University is dedicated to the values of academic freedom and open inquiry and to its United Methodist heritage.

The Goals of SMUTo fulfill its mission the University strives for quality, innovation and continuous improvement as it pursues the following goals: Goal One: To enhance the academic quality and stature of the University. Goal Two: To improve teaching and learning. Goal Three: To strengthen scholarly research and creative achievement. Goal Four: To support and sustain student development and quality of life. Goal Five: To broaden global perspectives.



Goal Four, Objective FiveGoal FourTo support and sustain student development and quality of life

Objective FiveStrengthening of intercollegiate sports programs to be more nationally competitive



THE ROLE OF ATHLETICS AT SMU



Hotels & Restaurants

Youth Sports

HR & OED

Conference Staff

Conference Members

Media

Corporate Sponsors

City Officials (Dallas, HP, UP)

LocalSchools

Government

MedicalCommunity

Law Enforcement

Vendors & Service Providers

Licensing Partners

StudentGovernment

Athletics Council

NCAA

NationalAthletics

Associations

Student-AthletesStudent-Athlete

Parents

Prospect Families

Club & AAUCoaches

High SchoolCoaches

Prospects

Mustang Club C of C

Admissions

StudentConduct

AlumniStudent

Body

Financial Aid

Finance & Operations

Academic Affairs

BOT

AthleticsStaff

PropertyManagers

SummerCamps

Nike

Faculty

IT

Parking&

Traffic

PhysicalPlant

FoodServices

Housing

Car Program

InternationalPrograms

FacultySenate

SAAC

International Recruiting

FaithCommunity

LocalCharities

Greeks

Pro Teams

Book Store

President

Local Private Clubs & Resorts

Band

Campus Rec & Club Sports

DEAStudent Affairs

Athletics Committee

PEC

Fans

Legal Affairs

LEC/ADSA

PDC

Stakeholders



Service Array 17 Sports 398 Student-Athletes 16 Units

Academics Admissions/Eligibility Branding/Image Business & Finance Camps/Clinics Communications Compliance Conference Office Contracts/Negotiations Crisis Planning Development Emergency Management Equipment Event Operations Facilities Financial Aid

Governance Housing Human Resources Information Technology Leadership Letterwinner’s Association Life Skills Marketing/Promotions Media Meetings NCAA Nutrition Operations Personnel Policies and Procedures Public Relations

Recruiting Revenue Generation Risk Management Scheduling Sponsorships Sports Medicine Stewardship Strategic Planning Strength & Conditioning Third-Party Partners Ticket Sales Travel Well-Being

Academic Athletic Social



Revenue Generation Tuition (Partials/Walk-Ons) Housing Food Services Books Fees Merchandising/VendingParking Insurance Facilities Usage Ticket Sales Corporate Partnerships Private Support Guarantees Contracts

FY10 Budgeted Rev. 3.5% FY10 Budgeted Exp. 4.7%

FY13 Budgeted Rev. 4.4% FY13 Budgeted Exp. 5.4%

Marketing/Image/Branding Print and Electronic MediaLive Events Internet, Blogs, Talk Radio, etc. Academic ProfilesCommunity Service Local/Regional/National

Awareness/Exposure Athletics Success Championship & Special EventsCamps and ClinicsCommunity Outreach & Participation Strategic Partnerships Alumni Engagement Donor Relations

Campus Life Tradition Campus Culture/College Experience Gathering Places“School Spirit”/Pride/Belonging

Access and Diversity Minority/International Students First-Generation Students Access to Quality EducationFinancial Aid

Life Skills/Experiences Engagement Beyond ClassroomPersonal Development Leadership Development Mentoring Career Placement

Community Economic Impact Sense of PrideConnection to University Escape/“Normalcy”Healthy Lifestyles Added ValueUnity



Why Athletics?

Plan (Alignment)

People (The Right Ones)

Process (Perspective)

Resources (Allocation/Investment)

Unified Vision (Perception/Culture)

Champion (Broad Participation)

Results (Academic, Athletic, Social)

http://espn.go.com/college-football/story/_/id/9277054/stanford-cardinal-others-find-successful-recipe-academics-athletics-college-football



Academics & Athletics

NCAA Revenue/Expense Report http://www.ncaapublications.com/productdownloads/2012RevExp.pdf

HBS “Flutie Effect” Research Report http://www.hbs.edu/faculty/Publication%20Files/13-067_99c551d6-c484-4245-9e49-964d2283cd98.pdf

FGCU NCAA Tournament Coverage 3/29/13, 8:07 PM“@darrenrovell: Florida Gulf Coast’s bookstore has sold $378,024 worth of gear in the month of March. Last March? $24,095.” Wow! Incredible

espn.go.com/blog/playbook/…

3/23/13, 3:00 PMWatch apps increase too! “@RisingADs: Views of FGCUs admissions page went from 900 yesterday to over 5500 so far today. #sportshelpschools”

3/23/13, 2:19 PMAmazing how much a successful ath program can do for a school's notoriety & attendance! @FGCUEagles had 690% increase in hits in 1 day. Wow.

NY Times “Cheer Up by Cheering Harder” nytimes.com/2013/03/09/spo…



An Investment in SMU

Support the Educational Mission of University

Teach Lessons and Skill Sets

Enhance the Campus Experience

Invite Community to Build a Relationship with SMU

Celebrate People, Events and Achievements

Create an Advantage for SMU/Members of SMU Community

Role of Athletics at SMU



THE SMU ADVANTAGE: The Strategic Plan for Mustang Athletics



“Tell me, I forget. Show me, I remember.

Involve me, I understand.”



Our traditions – who we are/what we stand for

Focus on the Student-Athlete

Recruit and retain quality people

Protect and Preserve



Culture – trust, accountability, inclusiveness, consistency, transparency, plan

Community Outreach – marketing & promotions, visibility, service, events

Sense of Team – relationship, have each other’s “back,” more “we”

Barriers to Success



Pride with campus community – we, team, family

Academic and athletic excellence – growth, reach, national model

Leadership – best people, care, right way

Aspirant Qualities



In support of the University’s Centennial Strategic Plan, we strive to strengthen our sports programs to be more nationally competitive – in all that we do!

We create an advantage to those we serve by providing opportunities for advancement, inspiring people to be their best, and celebrating diversity and inclusion. In support of the University’s rise to national distinction, we represent Dallas and SMU with integrity and class.

Above all else, we enrich people’s lives and create lasting memories and meaningful experiences.

Vision for Mustang Athletics(Why we exist)



In alignment with the educational mission of the University, we engage the community in meaningful ways and develop the resources necessary to graduate Student-Leaders and pursue championships.

Above all else, we prepare Students for life.

Mission for Mustang Athletics(What we do)



Service – We are here for others

Passion – We love what we do

Integrity – We do the right thing

Respect – We follow the Golden Rule

Innovation – We seek a better way

Teamwork – We are bound together

S.P.I.R.I.T. – Latin – to breathe upon; to encourage; an animating force

Values for Mustang Athletics(How we behave – and don’t behave)



In fulfillment of our mission, we have established the following goals for SMU Athletics:

Goal One – Enhance Academic Quality and Student-Athlete Development To provide opportunities for Students to graduate with the knowledge and skills required to become valuable citizens and leaders in their communities

Goal Two – Improve Student-Athlete Quality of Life & CompetitivenessTo equip our Student-Athletes and athletics programs with the full array of support services in pursuit of Championships

Goal Three – Refine Resource Management Processes To effectively and efficiently acquire, manage and allocate our finite resources in support of the financial viability of the entire department

Goal Four – Broaden Community Engagement & Volunteerism To cultivate enduring relationships and lasting memories with the Community by promoting the people, achievements and events associated with SMU

Goal Five – Adopt a Best Practice, Forward-Thinking MindsetTo develop our people, and professionally manage all elements of our program, in support of SMU’s rise to national distinction

Goals for Mustang Athletics



Goal One – Enhance Academic Quality and Student-Athlete Development To provide opportunities for Students to graduate with the knowledge and skills required to become valuable citizens and leaders in their communities

Objective One Provide the full array of academic support services for all Student-Athletes

Objective TwoEstablish, monitor and report specific academic standards for our Student-Athletes and teams

Objective ThreeCreate individualized learning plans for our Student-Athletes in accordance with their interests and abilities, including a graduation success plan which aligns with the expiration of their eligibility

Objective FourCelebrate academic achievement of our Student-Athletes and teams

Objective FiveDevelop and enhance life skills and career placement programs that prepare Student-Athletes for productive and meaningful lives

Goal One Objectives (2013-18)



Goal Two – Improve Student-Athlete Quality of Life & CompetitivenessTo equip our Student-Athletes and athletics programs with the full array of support services in pursuit of Championships

Objective OneEstablish and communicate the expectations for athletic achievement

Objective TwoProvide administrative support to address the needs of all athletics programs

Objective ThreeProfessionally manage and enhance the support services for our Student-Athletes and programs

Objective FourHire and retain quality coaches and staff

Objective FiveBuild and maintain facilities that provide a competitive advantage and exceptional experience for our Student-Athletes and programs

Goal Two Objectives (2013-18)



Goal Three – Refine Resource Management Processes To effectively and efficiently acquire, manage and allocate our finite resources in support of the financial viability of the entire department

Objective OneEstablish effective and efficient budget planning and administration practices

Objective TwoCreate and monitor a comprehensive needs assessment for the department’s financial obligations

Objective ThreeDevelop process and procedures for facilities planning that addresses the needs of current and future athletics facilities

Objective FourImplement practices that enhance revenue generation and stewardship efforts

Objective FiveEffectively manage contracts and negotiations with our partners

Goal Three Objectives (2013-18)



Goal Four – Broaden Community Engagement & Volunteerism To cultivate enduring relationships and lasting memories with the Community by promoting the people, achievements and events associated with SMU

Objective OneMake SMU the industry leader in customer service towards our patrons

Objective TwoIncrease the department’s community engagement and participation efforts

Objective ThreeFoster an open and collaborative relationship to improve campus relations with students, faculty and staff

Objective FourHire, train and develop a staff to enhance the marketing and promotions of SMU Athletics

Objective FiveCreate programs that strengthen our game operations and event management at all athletics events

Objective SixBroaden and improve our public relations and communications strategies

Goal Four Objectives (2013-18)



Goal Five – Adopt a Best-Practice, Forward-Thinking MindsetTo develop our people, and professionally manage all elements of our program, in support of SMU’s rise to national distinction

Objective OnePromote a Culture of Compliance

Objective TwoDemonstrate a commitment to equity, diversity and inclusion

Objective ThreeDevelop human resources programs for an ever-changing and diverse staff

Objective FourInstall accountability, management and reporting systems for all units

Objective FiveEncourage and promote the professional and personal development of our coaches and staff

Objective SixBecome an intercollegiate athletics program of National Distinction

Goal Five Objectives (2013-18)



Advantage: to be ahead of or before; a more favorable position; superiority; beneficial circumstance

Southern Methodist University is synonymous with Quality. “The SMU Advantage” represents a mindset that we all, individually andcollectively, play an important role in enhancing the quality of people’s lives. We are responsible for advancing our Department and University towards national distinction.

As valuable members of a great team, we can be relied upon to create advantages for those we serve, each other, and ourselves by adhering to our Strategic Plan and adopting an approach consistent with the following philosophies and beliefs:

We complement and enhance the student experience. We care about our student-athletes and treat them so they know it. We mentor, nurture and discipline them to grow in responsibility and to value both academic and athletic success.

We know our options and the consequences of our actions. Our actions reflect favorably on the University, its students, faculty, staff and alumni. There is a responsibility that goes with the privilege.

We hold the highest expectations for success – we have embraced a spirit of excellence! This includes always searching for ways to excel and consistently putting forth our best effort in all we do.

We efficiently and effectively allocate our finite resources and leverage our unique assets in alignment with our plan. We invite the friends of SMU to build a relationship with our department of athletics.

We anticipate, identify and act upon opportunities and provide meaningful experiences. In doing so, we place our Student-Athletes, and each other, in a more favorable position. We encourage and support one another.

We play by the rules – and we play to win! We fuel Texas’ passion for college athletics. We recruit, retain and develop quality people. As our Brand suggests, we are always “on the move” and advancing our cause.

We honor those who came before us, and our strong heritage, by pursuing the fulfillment of our vision with passion and unbridled enthusiasm. We thank those who have contributed to our success.

The cumulative result of our collective efforts contributes to a creating a “better world.”

The SMU Advantage



ASK THE AD



Review of Presentation

I. Introduction

II. The Strategic Planning Process

III. The Centennial Strategic Plan for SMU

IV. The Role of Athletics at SMU

V. The SMU Advantage: Strategic Plan for Mustang Athletics

VI. Ask the AD



Documents

The SMU Advantage