LEADING CAMPUS-WIDE STRATEGIC PLANNING FROM THE CENTER 

SESSION ONE: ENGAGEMENTOCTOBER 20, 2014

CONTENT (AGENDA):

FY15 leadership series

Why strategic planning now?

What has been done so far

Strategic planning process as envisioned to

date

Key questions as to what chairs think the

strategic plan should address   What information will department do you and

the faculty need to engage in university process and any unit processes?

WHY STRATEGIC PLANNING NOW?

GOALS FOR THE SESSION

Explain the University’s process for strategic planning to your faculty colleagues.

Provide input into the questions our strategic plan should answer.

Consider the format for engaging colleagues in the process.

Help colleagues understand how University planning, unit plans, and other efforts (Strategic Enrollment Management, Performance-Based

Budgeting, Academic Program Prioritization…) align.

OUTCOMES OF THE ALPS RETREAT

Portland State University

Overview of ALPS 2014October 20, 2014

ALPS 2014 Three-Fold Purpose

The purpose of the 2014 Annual Leadership Planning Session (ALPS) was to:

1. Set the stage for re-connecting and unifying University stakeholders;

2. Enter into a facilitated dialogue on how the strategic planning process might be organized; and

3. Start the conversation on key opportunities and challenges that will be important for the strategic plan to address.

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How the Day Was Organized

• The day was designed to be highly interactive and engaging for all of the participants.

• The participants were divided into 11 teams and were asked eight questions.

• The teams had time to discuss their perspectives then share their insights with the larger group.

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The Participants

Over 85 faculty, staff, students, administrative leaders and Trustees participated in ALPS 2014:

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• Sy Adler

• Sona Andrews

• Sarah Andrews-Collier

• Françoise Aylmer

• Jackie Balzer

• Sue Beatty

• Tom Bielavitz

• Michael Bowman

• Chris Broderick

• Bob Bucker

• Tom Bull

• Micki Caskey

• Gale Castillo

• Shelly Chabon

• Torre Chisholm

• Kristin Coppola

• Kelly Cowan

• Carlos Crespo

• Rachel Cunliffe

• Jeanne Davidson

• Lois Davis

• Scott Dawson

• Veronia Dujon

• Margaret Everett

• Ann Marie Fallon

• Jon Fink

• Alan Finn

• Erin Flynn

• Dan Fortmiller

• Bob Fountain

• Barbara Glackin

• Tia Gomez-Zellar

• Rob Gould

• Lisa Gray

• Dave Hansen

• Becky Hein

• Maude Hines

• Randy Hitz

• James Hook

• Tom Imeson

• Sukhwant Jhaj

• Kirk Kelly

• Kathi Ketcheson

• Margaret Kirkpatrick

• Yves Labissiere

• Robert Liebman

• Cheryl Livneh

• Alan MacCormack

• Carol Mack

• David Maier

• Karen Marrongelle

• Scott Marshall

• Samuel Matz

• Leslie McBride

• Rayleen McMillan

• Jilma Meneses

• Rick Miller

• Pam Miller

• John Mitchell

• Drake Mitchell

• Marilyn Moody

• Pete Nickerson

• Marc Nisenfeld

• Laura Nissen

• Eric Noll

• Connie Ozawa

• Steve Percy

• Dave Reese

• Kevin Reynolds

• Monica Rimai

• Mark Rosenbaum

• John Rueter

• Shana Sechrist

• Gwen Shusterman

• Cindy Skaruppa

• Ren Jeng Su

• Mark Sytsma

• Pam Tierney

• Michelle Toppe

• Janelle Voegele

• Erica Wagner

• Wim Wiewel

• Mark Wubbold

The Themes

• PSU needs to re-think its value proposition to students, and re-define the many ways they benefit as a result of a PSU education.

• The University will continue to play a significant role locally, regionally and statewide, with great headway made on the global stage as well.

• The planning process itself must be highly transparent and open, and should spend significant time in outreach. At the same time, it must be as efficient and straightforward as

possible. It should be a plan developed by the people, for the people.

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The Themes

• PSU’s strategies must be built on its successes to date, and with a

common vision of the future—there is a need to

declare what the University wants to be, and then boldly pursue that.

• Trade-offs will be difficult, but critical to a successful plan. Being courageous on what PSU needs to stop doing is as important as what the University should start doing.

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Video Overview of ALPS

ALPS 2014 Video

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What Has Happened Since ALPS

Since ALPS, we have…

• Selected our PSU strategic planning project manager, Kari St. Peters, and our consultant, Coraggio Group, to take the initial steps of the planning process.

• Started to identify the key questions that the Strategic Plan must address

• Begun to develop and refine our project work plan

• Initiated the planning and executing of our listening tour

• Established ways to communicate about the planning process

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STRATEGIC PLANNING PROCESS

PHASES

Get Clear

Get Focuse

d

Review and

Revise

Get Moving

Get Clear

Get Focused

Review and

Revise

Get Moving

What we’re doing now…• Research/Organize• Project Planning• Define Governance• Establish Groups• Ask You

GOVERNANCE

Soliciting Questions & Feedback

Coming to Groups like this

Conducting 1:1 Interviews

Partnering with established groups

Asking Online

Presidents Open Office Hours

ASK YOU - OUTREACH PLAN

Get ClearGet

FocusedReview

and Revise

Get Moving

Strategic Planning Development TeamDive Deeper

Outreach Work Continues

•Explore Feedback to date•Establish Topic Teams•Workshops

•Town Halls•Ask more questions

Get Clear Get Focused

Review and

Revise

Get Moving

This is what we’ve heard… Did we get it

right?

Strategic Plan Established

Get Clear Get Focused

Review and

Revise

Get Moving

How do we operationalize our plan? Identify Action Steps

RESOURCES

Strategic Planning Website, www.pdx.edu/president/stategic-planning-2014-

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Project Manager, Kari St. Petersskari@pdx.edu or 503-725-5360

KEY QUESTIONS?

Breakout Exercise

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Breakout Exercise

We can’t, because…. We can, if…

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WHAT DO YOU NEED?

Information?

Communication?

Your role? ???

COMPETENCIES:

Strategic Agility

Decision Quality

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