The College of Business TeamCalifornia State University, Monterey Bay

May 19, 2014

College of Business Year-End Strategic Planning Retreat and Celebratory Dinner

Agenda• Welcome, Introduction and Thanks• Significant Milestones• Progress on the Six Tasks• Strategic Plan Status• Mission/Vision/Strategic Foci/Values - Group Feedback• Break• Strategic Priorities and Goals – Group Feedback• CSUMB Strategic Priorities & Road Ahead – President

Ochoa• Academic and Resource Plan 2014-2020 • Reception & Mixer• Dinner and Recognition of Provost Julio Blanco•

Significant Milestones

• Promotion and Tenure

• New Hospitality Position for John Avella

• New TT Hires and Update on Hiring

• New Staff Positions and Thanks to Staff Team

Progress on the Six Tasks

• Develop strategic foci & plan in congruence with CSUMB community, service learning & global vision

• Build new UG and Grad programs through Extended Ed to grow resources & global footprint

• Focus on getting AACSB accreditation in 6-7 years• Attract, recruit and retain outstanding FT faculty

and lecturers as center of teaching excellence• Attract the best undergraduate and graduate

students to build regional & national reputation• Build an enduring foundation for the COB as a West

Coast Center of Excellence

Develop Strategic Foci

CSUMB Mission Strategic Plan

Student /Staff/ Faculty/Employer

COB Capabilities

CSUMB Location

Collaborators & Partners

Competitors

Fall 2013 (Faculty/Staff Retreat)

• COB SWOT Strategic Foci, Values and Vision

Mission and

Strategic Goals

Spring 2014/April 2014SPAC Committee Mtgs.

Winter 2014/February 2014(Retreat)

Detailed Goals, Objectives & Tasks

Summer 2014/May 2014 (Retreat)

COB Strategic Plan

Fall 2014/June 30, 2014

COB Bottom-Up Planning Process

Strategic Plan Status

• Strategic Planning and Accreditation Committee formed in Fall 2013

• Three strategic planning retreats• SPAC Committee and sub-groups meetings and strategic plan drafts• Academic planning process in Spring 2014 integrated with strategic planning process• Academic plan and 1st draft of Strategic Plan

completed – consultation in progress

Mission - Group FeedbackThe College of Business’ mission is to provide engaged teaching and learning for knowledge and skill development to promote student success in their chosen careers. We provide integrated, hands-on learning and responsible (People, Ethics, Equity, Planet and Performance/Profit) engagement with real-world challenges. Students and faculty engage in practice-based research and in collaboration with community partners support positive organizational outcomes and regional development.

Vision

Our vision is to become a recognized US business college, engaged locally and globally, for

developing responsible and work-force ready business graduates.

Strategic Foci

• The strategic focus of the College of Business is to educate business ready graduates who are responsible business managers and entrepreneurs balancing a concern for personal, social and community needs (People); ethical behavior (Ethics), concern for issues of equity (Equity) and environmental stewardship (Planet) and business value-added (Performance/Profit).

• The College’s business area foci include Agribusiness,

Hospitality Management, Business Entrepreneurship and Social Entrepreneurship.

COB Shared Values & Principles

• Congruence

• Collaboration

• Passion

• Integrity

• Innovation

• Responsibility

Group Feedback

• At your table, examine and provide input on the Mission (Tables 1 and 2), Vision (Table 3), Strategic Foci (Table 4) and Values Statements (Table 5)

• Discuss among yourselves your group input while having one of your group take bullet-pointed notes on the chart-paper provided

• Write down the consensus and have a (another?) spokesperson report them when requested

• Please make sure you provide your group’s feedback and suggestions to Elsa/Ariane

Strategic Goals and Priorities • Strategic Priority/Goal # 1: Advance toward AACSB

accreditation

• Strategic Priority/Goal #2: Establish a culture of assurance of learning that enhances student success and experiences

• Strategic Priority/Goal #3: Build capacity to support expansion and to enhance reputation of COB

• Strategic Priority/Goal #4: Implement focus on “Regional Engagement” and “Global Participation”

• Strategic Priority/Goal #5: Implement “Responsible Business” Focus

Group Feedback

• At your table, examine and provide input on the Strategic Priority/Goal/Objectives assigned to your group (each table examines one strategic priority)

• Discuss among yourselves your group input while having one of your group take bullet-pointed notes on the chart-paper provided

• Write down the consensus and have a (another?) spokesperson report them when requested

• Please make sure you provide your group’s chart feedback and suggestions to Elsa/Ariane

CSUMB Strategic Priorities & Road Ahead - President Ochoa

BSBA Academic & Resource Plan Enrollment Growth 2014-2020

BSBA Resource Plan 2014-2020

• Tenure Track FT faculty grows from 11 in 2014-2015 to 26 in 2019-2020 as a result of the growth in the BSBA program alone

• Staff needs double from 3 to 6 due to doubling of FTES growth during this period• SFR drops marginally from 27 to 25 during the 2014-2020 period• PT faculty also grows during the period but at a slower pace than FT faculty growth to

accommodate AACSB faculty qualification standards

2014/15 2015/16 2016/17 2017/18  

   

2018/19

    

2019/20  

Fall

FTS

#TT

Line

Staff

St.Asst.

Tot.FTF

Tot.SFR

Fall

FTE

#TT

Line

Staff

St.Asst.

Tot.FTF

Tot.SFR

FallFTS

#TT

Line

Staff

St.Asst.

Tot.FTEF

Tot.SFR

FallFTES

#TT

Line

Staff

St.Asst.

Tot.FTEF

Tot.SFR

FallFTES

#TT

Line

Staff

St.Asst.

Tot.FTEF

  

TotalSFR

Fall FTES

#TT

Line

Staff

St.Asst.

Tot.FTEF

Tot. SFR

644 11 3 2 24

26.9

726 14 3 3 27

26.9

818

18 4 3 31

26.4

921.5 21 4 4 35

26.3 1038 24 5 4 40

 26

1175

 26 6 5 46

25.4

• BSBA Degree Completion Program - online

• Social Entrepreneurship Management Minor/Major

• Accounting Certificate/MS in Accounting Program - online

• BS in Sustainable Hospitality Management (in collaboration with SMART College)

• Online MSMIT Program (in collaboration with ITCD/SMART) - online

• CBO Finance Education Program (in collaboration with COE) – to be approved (0nline)

• BS/BA in Responsible AgriBusiness (in collaboration with SMART College) – to be approved

New Programs & Initiatives 2014-2020

• COB EE Programs enrollment expected to grow from 295 in 2014-2015 to 635 in 2019-2020

• MBA/EMBA Program will account for just over 50% of COB EE programs enrollment in 2019-2020, down from 75% in 2014-2015

• Robust resource growth required in TT/FT faculty and PT faculty to meet program growth needs with extra TT faculty needs of 17 new TT/8 new PT faculty by 2019-20

COB Non-BSBA Programs Enrollment Growth and Resource Plan 2014-2020

AACSB Standard COB Readiness Status Issues to be resolved

Standard 1: Mission, Impact, and Innovation

Mostly done. In process, should be done by May 27, 2014

Standard 2: Intellectual Contributions (IC) Impact and Alignment with Mission

Not yet. IC Contributions assessments under way and SA status upgrade being assessed.

Need to develop IC standards criteria to evaluate IC quality based on CoB Mission

Standard 3: Financial Strategies and Allocation of Resources

In process. Have state-side funding model and budget. MoU negotiations between EE and CoB still ongoing

Standard 4: Student Admissions, Progression, and Career Development

Admission policies & procedures already in place but procedures and tracking of progressions fragmented. Career development strategy to be developed.

No centralized place for progressions. Career development processes yet to be started.

Standard 5: Faculty Sufficiency and Deployment (Do we have enough qualified faculty to accomplish the mission?)

Upgrade in process.In Fall14, we will have, 7+4=11 TT faculty. Plus 3 more in S15 will bring the total TT faculty to 14 plus one teaching MPP. Will be hiring 4 more for Fall 2015 to bring total T/TT faculty in 2015-2016 to 18. Plus 1 MPP (Avella) as a resource for teaching.

2015-2016 hires to be confirmed with new Provost in Summer/Fall. In addition, new Provost to approve 2 more faculty hires in 2015-2016 to being total TT faculty in 2015-2016 to 20.

Standard 6: Faculty Management and Support

In process. Need to develop research support criteria building on current EE professional development funds disbursement criteria.

We do have well-documented and well- communicated processes for strategic planning, budgeting, space planning in place. Still need to develop faculty management and support processes and documentation.

Standard 8: Curricula Management and Assurance of Learning (AoL)

In process.Previous WASC, program reviews and PIP in place.

Just starting to work on it with Pat attending AACSB Assessment seminar. Some GKO assessment rubrics in place, but not all.

Standard 9: Curriculum Content

In process.Last curriculum revision done in 2006 (?).Next revision in 2014-15 to bring CoB curricula in line with Standards 8 and 9.

Need to revise existing curriculum based on Standard 8 by Curriculum Committee. In process to form the AACSB Curriculum Committee in 2014-2015.

Standard 9: Curriculum Content

In process.Last curriculum revision done in 2006 (?).Next revision in 2014-15 to bring CoB curricula in line with Standards 8 and 9.

Need to revise existing curriculum based on Standard 8 by Curriculum Committee. In process to form the AACSB Curriculum Committee in 2014-2015.

Standard 10: Student-Faculty Interactions

Considerable progress with BUS Student Club, Accounting Club etc. and faculty advisors and regular meetings.

Need to improve and document. Need to form Undergrad and Grad Student Advisory Committees in 2014-15 to advise & provide feedback about student-faculty interactions to Dean and Chair. To be run by mostly students with Faculty participation. Should involve the existing BUS Club Officers. Would meet four times/year.

Standard 11: Degree Program Educational Level, Structure, and Equivalence

Mostly done.But would need to be revised based on Standard 8 & 9.

Need to improve and document.

Standard 12: Teaching Effectiveness

Done. Existing RTP processes and Lecturer peer evaluation procedure.

Need to improve and document.

Standard 13: Student Academic and Professional Engagement

Process in place for Internships, Capstone projects, and for course projects in real companies/organizations in many courses. Missing piece is student placement.

Well-documented and well- communicated processes about how COB students actively engaged with professional practice still to be completed.

Standard 14: Executive Education

In process in collaboration with EE Need to improve and document based on information from EE.

Standard 15: Faculty Qualifications and Engagement

Upgrade of SA faculty under way through new hire process and current TT faculty research plans. Criteria still to be developed for AACSB qualifications.

Criteria for this based on CoB Mission to evaluate faculty qualifications still to be developed.

April 15, 2014 review indicates we will be ready by late Fall 2014 for initial application

Preparedness for AACSB Accreditation

Resolving Pre-Accreditation Issues

t=0Fall

2015

Submit Eligibility Application (EA)

Conduct Gap Analysis. Develop Standards Alignment Plan (SAP)

Implement SAP; Annual site visits by mentor

Submit progress reports annually

t=2 yrs.Fall 2017 t=5 yrs. Fall

2020

t=7 yrs.Spring/Fall

2022

t=6 yrs.Fall

2021

Write S

elf E

valuation R

eport (SE

R)

AACSB Peer Review Team Visit

Most critical step in AACSB process

SAP Approved by Initial Accreditation

Committee (IAC)

SER Approved

EA Approved; Mentor

assigned

AACSB Standards are being met; Apply for initial accreditation process

AACSB Accreditation

Approved!

AACSB Continuous Improvement Review (Maintenance) every 5 years.

AACSB Accreditation Timeline

High achievement comes from high aims.King Ching of Chou (1100 B.C.)

Thank You for All Your Hard Work & Contributions to the COB!

Have a Great Summer!