organizing strategic planning in a university
DESCRIPTION
My presentation at the 2010 Branding & Marketing Higher Education Conference in Kuala Lumpur, Malaysia. I shared my experience of organizing a university-wide strategic planning at the University of Asia and the Pacific.TRANSCRIPT
organizing strategic planning for a universityKahlil Corazo | University of Asia and the Pacific
Mission? You mean that thing
on the wall?
Mission? You mean that thing
on the wall?
Our Vision is to be best in
something some time in the future.
Our Vision is to be best in
something some time in the future.
Well, if you interpret the vision in a certain way,
our plans certainly are aligned to it.
Well, if you interpret the vision in a certain way,
our plans certainly are aligned to it.
our planning
framework
the phases of strategic
planning
the output of strategic
planning
the skills you need to organize oneresources
our planning
framework
the phases of strategic
planning
the output of strategic
planning
the skills you need to organize oneresources
the balanced scorecard
customerlearning
andgrowth
internalprocesses
financial
aliGnment
balanced scorecard hall of fame
process manufacturing discrete manufacturing
consumer products
financial services
non-profithealth care
government and military
telecom and utilities
http://www.thepalladiumgroup.com/KnowledgeObjectRepository/Hall-of-Fame_2000-2008_by-industry.pdf
Except for the University of Asia and the Pacific and University of Leeds, this list of universities comes from: N. Rompho. BUILDING THE BALANCED SCORECARD FOR THE UNIVERSITY: CASE STUDY: THE UNIVERSITY IN THAILAND. Thammasat University, Thailand
Ref. Kaplan, Robert, and David Norton. The Strategy-Focused Organization. 1. Boston: Harvard Business School Press, 2000. Print.
our planning
framework
the phases of
strategic planning
the output of strategic
planning
the skills you need to organize oneresources
People have to feel the need for strategic planning
Research on strategic planning for universities
Selling the framework to the decision makers and getting support from influencers
Aligning time needed from faculty, admin and staff
Designing the workshops, document formats, reports, etc
Literally setting the table!
After…24 workshops of 2-3 hours each…9 aspects of the university…80 participants in total…
DRAFT
To contribute, as a university, to the integral human development of the peoples of the Asia and the Pacific region.
DRAFT
Mission To contribute, as a university, to the integral human development of the peoples of the Asia and the Pacific
Vision 2018 Recognition in the Asia-Pacific region as a prestigious research & teaching institution that attracts top students and is sought as a partner of choice by leaders in the public & private sector
Metrics 1. Annual intake of ? freshmen with higher than ?% calibrated high school average
2. Local international partnership programs for each academic unit
3. Among top [?] Asian universities in an international ranking scheme
Strategic Themes
1.1. Real contribution 1.2. World-class standards1.3. Student grants
2.1. Local partnerships2.2. International partnerships
3.1. International programs, faculty, students3.2 International ranking
Strategic Enablers
A. New schoolsB. Staff developmentC. Information technology systems planD. MarketingE. Multi-campus expansionF. Bridge business model
crafting
SMART
objectives
Planning =Specific
Measurable
Aligned
Realistic
Timebound
DRAFT
Mission To contribute, as a university, to the integral human development of the peoples of the Asia and the Pacific
Vision 2018 Recognition in the Asia-Pacific region as a prestigious research & teaching institution that attracts top students and is sought as a partner of choice by leaders in the public & private sector
Metrics 1. Annual intake of 600 freshmen with higher than 80% calibrated high school average
2. Local international partnership programs for each academic unit
3. Among top [?] Asian universities in an international ranking scheme
Strategic Themes
1.1. Real contribution 1.2. World-class standards1.3. Student grants
2.1. Local partnerships2.2. International partnerships
3.1. International programs, faculty, students3.2 International ranking
Strategic Enablers
A. New schoolsB. Staff developmentC. Information technology systems planD. MarketingE. Multi-campus expansionF. Bridge business model
DRAFT1.Media and Entertainment Program in the
School of Communication by 20112.A Bachelor’s Program in Computational
Science by 20113.A Stand-alone MA in IMC in the School of
Communication by 20134.School of Law, Government and Political
Economy by 2015
DRAFT
Mission To contribute, as a university, to the integral human development of the peoples of the Asia and the Pacific
Vision 2018 Recognition in the Asia-Pacific region as a prestigious research & teaching institution that attracts top students and is sought as a partner of choice by leaders in the public & private sector
Metrics 1. Annual intake of 600 freshmen with higher than 80% calibrated high school average
2. Local international partnership programs for each academic unit
3. Among top [?] Asian universities in an international ranking scheme
Strategic Themes
1.1. Real contribution 1.2. World-class standards1.3. Student grants
2.1. Local partnerships2.2. International partnerships
3.1. International programs, faculty, students3.2 International ranking
Strategic Enablers
A. New schoolsB. Staff developmentC. Information technology systems planD. MarketingE. Multi-campus expansionF. Bridge business model
DRAFT
1.School of Communications publishes x articles in ISI-accredited journals every year.
A good source of benchmarks: government guides / accreditation / self-assessment
Example:
our planning
framework
the phases of strategic
planning
the output of strategic
planning
the skills you need to organize oneresources
Strategic plan
List of objectives
StratEx in Budget andFinancial Reports
our planning
framework
the phases of strategic
planning
the output of strategic
planning
the skills you need to organize oneresources
Knowledge of a planning framework
Events organizingWorkshop fa
cilitatio
n
Communication
Political clout
ManySkills
Needed
our planning
framework
the phases of strategic
planning
the output of strategic
planning
the skills you need to organize oneresources
Resources (see notes for details)
• Strategic Planning in Higher Education (CASE) • University of Leeds Strategic Plan (our
benchmark)• Benchmarking: A Guide for Australian
Universities (a good source of metrics)• Balanced Scorecard and BSC for Schools / Non-
profits– See notes for a bibliography– Or get a consultant (eg, Paladium or the guru-
consultant of your School of Management)
