Strategic Planning

NCLCA SUMMER INSTITUTE 2016ALBANY, NY

Dr. Lisa D’Adamo-Weinstein

Institute Materials Site

http://nclcainstitute2016.pbworks.com/

Quotation to Consider

“The particular characteristics and needs of each individual institution drive the organization of [academic support] programs, the format of service delivery, the overall management and operation of the program and the methods of program evaluation.”

- Casazza, M. E. & Silverman, S. (1996). Learning Assistance and Developmental Education. San Francisco: Jossey-Bass. p. 71

MISSION & GOALS

STUDENTS’ SKILLS & NEEDS

PROGRAMS &

SERVICESSTAFFING &

RESOURCES ASSE

SSM

ENT

& EV

ALUA

TION

Academic Support Services Model...

Strategic Planning “In general, strategic plans for higher education cover a three to ten year time frame and include the following components: mission, vision, strategic priorities, goals, objectives, action steps, time frames and responsible parties.”

Lake Eric College Strategic Planning Workbook (2016)

Core Questions of Strategic Planning Where are we now?

Where do we want to go?

How do we get there?

Where are you now?

Where do you want to go?

Potential Tools - Gap Analysis & Needs Assessment

Key Points about Strategic Planning• SP is not a linear process – continuous feedback and review• Perfection is not possible • Engagement, shared visioning and measuring success• Stakeholders need to see progress towards goal attainment• Communication is VITAL• Avoid the “too much too soon” tendency – SP is for a marathon not a sprint

A Process Model of Strategic Planning

Photo source: http://www.trigonbusiness.com/f-and-a.html

Components of Strategic Plan

http://oira.cortland.edu/webpage/planningandassessmentresources/planningresources/SCPGuideonPlanning.pdf

• Mission Statement• Align with InstitutionFoundation

• Values• Institutional Goals• Vision

Supporting Components

• Goals & Objectives• Implementation Plan

Strategic Plan

http://oira.cortland.edu/webpage/planningandassessmentresources/planningresources/SCPGuideonPlanning.pdf

From Strategic to Operational & Tactical

How are you going to get there?

Strategic Planning Tools

• S.W.O.T. Analysis• Lewin’s Force Field Analysis• Stakeholder Engagement• Rapid listing• CPIG (customers, providers, influencers, governance) segmentation model • Stakeholder Radar

S.W.O.T.

• Strengths – advantages/areas of excellence

• Weaknesses – disadvantages/areas of improvement

• Opportunities – areas of growth/new possibilities

• Threats – things that impact the ability to maintain strengths/not accomplish goals

Lewin (1951) Force Field Analysis

Steps

• Current Situation Requiring Change

• Identify End-State

• List Driving and Resisting Forces

• Augment Driving Forces/Reduce Resisting Forces

• Develop Change Process and Priorities

Photo Source: http://www.change-management-coach.com/force-field-analysis.html

Stakeholder Engagement:Identification & Segmenting

• You can forget important stakeholders, but they won’t forget you.

• Identification is a continuous practice – new stakeholders emerge during change, old ones fade away or transform their relationship to a change.

• Prioritization and segmenting stakeholders is in a moment in time – Regularly re-prioritize and identify.

p. 175 – Change Manager’s Handbook & Mayfield’s 7 principles : http://www.pearcemayfield.com/wp-content/uploads/2016/06/7PrinciplesofGreatStakeholderEngagement.pdf

Stakeholder Engagement:Managing Relationships and Mobilizing

Stakeholders

• Some stakeholders are best engaged by others.

• Seek first to understand and then to be understood.

• Emotions trump reason.

• Demonstration trumps argument.

p. 175 – Change Manager’s Handbook & Mayfield’s 7 principles : http://www.pearcemayfield.com/wp-content/uploads/2016/06/7PrinciplesofGreatStakeholderEngagement.pdf

Identifying & Segmenting Stakeholders Tools

• Rapid listing• CPIG (customers, providers, influencers, governance) segmentation model • Customers/users of the change• Providers/suppliers of the change• Influencers/informers of the change• Governance/decision-makers of the change

•VNGC Stakeholder Radar• Communication to Stakeholders• Inform, Consult, Involve, Collaborate, Empower

• Providers• Influencers

• Consumers• Governance

Decision- makers of

change

Users of Change

Suppliers of

Change

Informers of

Change

CPIG Stakeholder Segmentation

Model

V

C

NG

• Vital to engage

• Necessary to engage • Good to engage

• Courtesy to inform

“In Action”: Lake Erie College Workbook

http://nclcainstitute2016.pbworks.com/w/page/109170784/Strategic%20Planning%20Materials