Strategic Planning Timeline

PHASE I – PRE-PLANNING PHASE

June 1 – August 31, 2007

• Complete SWOT analysis
• Organize the Task Force and Work Groups
• Establish Planning assumptions
• Work Group Chairs have been selected and the Work Groups will be finalized by the Co-chairs of the Task Force
  • As part of their deliberation processes, each work group will conduct focus groups and open discussion opportunities

PHASE II – GOVERNING IDEAS

September 1 – October 31, 2007

• First two work groups will complete their work. They are:
  • Environmental/Institutional Analysis which will analyze the SWOT analyses which were completed last spring and summer, and
  • Governing Ideas which will review and revise as appropriate, our Mission, Vision, and Core

PHASE III – PLANNING

November 1, 2007 – March 1, 2008

• The following Work Groups will conduct their meetings each with the objective of determining appropriate Strategic Directions and strategic issues for the University.
  • Undergraduate Education
  • Graduate Education
  • Outreach and Lifelong Learning
  • Distinctive Academic Programs
  • Public Engagement, Service, and Community Partnerships
  • Critical Resources
  • Facilities
• Each of these work groups will develop reports to the Task Force to consider in development of the overall institutional plan.

PHASE IV – FORMULATION OF STRATEGIC GOALS AND INITIATIVES

March – April, 2008

• The Task Force will participate in a Retreat for the purpose of reviewing the reports from each of the Work Groups and formulating proposed strategic goals and initiatives for ESU. These proposals will be shared and opportunities for discussion and input will be scheduled.

PHASE V – PREPARATION OF STRATEGIC PLAN

May – June, 2008

• The strategic planning document will be prepared including methods of assessment and assignment of responsibility for achieving the final goals and initiatives. The final document should include:
  • An Executive Summary
  • Discussion of Purpose and Process
  • Context for Planning (Environmental/Institutional Analysis)
  • Planning Assumptions
  • Governing Ideas
  • Strategic Goals and Initiatives
  • Assessment processes and Key Performance Indicators

PHASE VI – IMPLEMENTATION PLANNING

July – August, 2008

• Identification of individuals and units principally responsible for implementation of programs to achieve goals
• Time frames for accomplishing Goals and Initiatives
• Resource Investments necessary to achieve Goals and Initiatives
• Interim Reporting processes and timing
• Mechanism to update our constituents on our progress

Last Updated January 3, 2008