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Transcript of ISO 9001:2008 Registered Strategic Planning from Vision to Action Ann Marie Vaughan Director,...
ISO 9001:2008 Registered
Strategic Planning from Vision to Action
Ann Marie VaughanDirector, Distance Education and
Learning Technologies
CAUCE Dial and DiscussOctober 29, 2009
ISO 9001:2008 Registered
If you don’t know where you are going, any road will get you there?
Lewis Carroll
(1832-1898)
ISO 9001:2008 Registered
Session Objective
This session will focus on the elements and language of strategic planning -- from developing plans to creating vision, mission statements and goals.
The session will also focus on how the elements of strategic planning and strategic thinking can be applied to any change management exercise in continuing education units.
We will focus on elements of planning appropriate to continuing education and the realities of planning in a university environment. The session will be ideally suited to beginners in the field or those who are about to embark on a strategic planning or change exercise.
ISO 9001:2008 Registered
Presenters Background
• Nineteen years in strategic planning• Beginning with a direct responsibility for planning• Following all aspects and roles of the last 19 years
Change management Strategic planning Quality management
• International presenter on planning in higher education
• International reviewer and member of the Resource and Budget Planning Academy - SCUP
ISO 9001:2008 Registered
What is Planning?Simply put it is direction and goal setting within a process that allows you to analyze your environment and current and future possibilities
Focuses on what the organization should do
Strategic planning looks outward and is focused on keeping the institution at pace with the changing environment.
Strategic planning must be – based on goals that are achievable and realistic, and must be created through organizational buy-in.
ISO 9001:2008 Registered
Charting your course
• Charting your course video
http://www.youtube.com/watch?v=bA6xWmu3150&feature=player_embedded
Change Course!!!2.flv
ISO 9001:2008 Registered
Know your continuing education unit
Before you start it is a must to Know your organizational context Know your institutions plan and where you fit Do you have an existing plan? How are you financed? Do you have an existing organizational chart
Understand that planning is a daily activity in our field, strategy setting is a daily activity
Knowing and responding to our environment is essential
Make sure you are not affected by institutional blindness see patrick dixon http://www.youtube.com/watch?v=yQWMnObjunU
ISO 9001:2008 Registered
Types of Planning
Operational 1 year horizon
Tactical 1-3 year horizon
Long Term 5+ year horizon
Strategic Continuous
ISO 9001:2008 Registered
Differentiating between Operational and Strategic planning
• StrategicExternal focusWhat to doMacro issuesBoundary spanningContinuous scanningExpert participation
• Operational Internal focusedHow to do it Impact of macro on microTied to organizational unitsRegular processes linked to
organizational cyclesLinked to budget/resource
allocationConstituent participation
Norris, D & Poulton, N. (1991). A guide for new planners. Society for College and University Planning. Michigan.
ISO 9001:2008 Registered
Conceptual Framework for Planning“Plan for Planning”
•Mission of Institution /Academic Unit•Assessment of Stakeholder Values•Key Performance Indicators (KPI)
ExternalAssessment
InternalAssessment
Develop and AssessStrategic Issues and Actions
Develop Strategies
Generate Vision of theOrganization of the Future
Tactical Planning
Implementation
RESULTS
StrengthsWeaknesses
OpportunitiesThreats
Feed
back
Feed
back
Stra
tegi
c Pl
anni
ng/S
trate
gic
Thin
king
Tact
ical P
lann
ing
and
Impl
emen
tatio
n
Norris, D & Poulton, N. (1991). A guide for new planners. Society for College and University Planning. Michigan.
ISO 9001:2008 Registered
The gap
Current State
Desired State
ISO 9001:2008 Registered
Mission
its activitiesthe organizationprogram focus
researchstudent compositionrelationships
More than justifying its existence, an institution’s mission is its raison d’etre.
The mission is that which drives:
ISO 9001:2008 Registered
What are the Elements of an Effective Mission Statement?
* Function of Purpose
“Why does our organization exist and what does it seek to accomplish?”
* Client/Beneficiary/Stakeholder
“For whom does the organization perform this function?”
* Delivery Approach
“How does the organization go about performing this function?”
ISO 9001:2008 Registered
Goals/Values
Are more specific than the institution’s mission and are those things which the organization sees as facilitating the implementation of the mission.
These are identified as values or goals of the institution through which the mission can be achieved
ISO 9001:2008 Registered
Environmental Scanning
Internal
In decision making, knowledge of the environment in which you operate is important. To
make strategic decisions certain information is
required about the internal environment. In higher education this would
include: a profile of faculty, staff, and students,
enrolment, finances, etc.
External
Similar to scanning the internal environment, knowledge about the
external environment in which the institution
operates in also important. This includes: economic,
historical, political, social, technology etc
ISO 9001:2008 Registered
SWOT analysis
Strengths Weaknesses
Opportunities Threats
Internal Environment
External Environment
ISO 9001:2008 Registered
Strategic Issues
These are issues that an institution knows it must deal with, usually determined as outcomes of environmental scanning.
Single loop and double loop learning
Reference:Tagg, J. (2007). Double-loop learning in higher education.
Change Magazine (39)4, 36-41.
ISO 9001:2008 Registered
Vision
• Your desired future state• Should present a clear and
succinct description of what the organization should look if it achieves its plan
ISO 9001:2008 Registered
The Process
Important indicator of success
Factors to consider:
Process used in the past (history)
Culture of the organization
Stakeholder involvement/consultation
Timeline organization and external
Deliverables
Link to budget/resource allocations
ISO 9001:2008 Registered
Budgeting
• Planning is only effective if linked to the budget process where resource allocation can be made to achieve the objectives of the plan.
• Without this step the plan is left unrealized.
• Aligning plans to resources is constant and a critical aspect of leadership
ISO 9001:2008 Registered
Using the language and process
• Use the process and language in every day work
• Way of thinking – seeing the internal and external environment and addressing the gap
• Each step is a transition towards the desired state or vision
ISO 9001:2008 Registered
Implementing
Don’t spend all your time planning
People want to see results action
Organization will become discouraged about the role of planning
Change management
Shared meaning
Capacity building
Restructuring vs reculturing
ISO 9001:2008 Registered
Recent Planning in DELT
• 40th anniversary of distance education at Memorial University
• DE was the number one requested activity by the external community in Memorial’s strategic planning process
• 2 pillars in university plan refer to our activities – Students and Needs of the Province
• 18 months of consultations on DELT plan with over 1700 people consulted – 1478 students, 225 internal and external stakeholders
ISO 9001:2008 Registered
Recent planning
• University framework was used to guide process• Presentation on current and future trends as well as
statistics on our community were presented in each of the sessions
• External agency (Academica Group) was contracted to survey/focus group our students
ISO 9001:2008 Registered
Lessons Learned
• Institutional readiness for planning• Organizational support for the plan• Stakeholder involvement – buy-in and
consultation• Bottom up versus Top Down
engagement
ISO 9001:2008 Registered
Resources
Society for College and University Planning
www.scup.org
Educause www.educause.edu
Horizon Report http://www.nmc.org/horizon/
Commonwealth of Learning
http://www.col.org/colweb/site
ISO 9001:2008 Registered
ResourcesBryson, J. M. (1988). Strategic planning for public and nonprofit organizations: A guide to strengthening and sustaining organizational achievement. San Francisco: Jossey-Bass.
Cawsey, T.F. & Descza, G. (2007). Toolkit for organizational change. Thousand Oaks: CA: Sage.
Fullan, M. (2007). The new meaning of educational change (4th Ed.). New York: Teacher’s College Press.
Keller, G. (1983). Academic strategy: The management revolution in American higher education. Maryland: John Hopkins Press.
Norris, D. M., & Poulton, N.L. (1991). A guide for new planners (2nd ed.). Michigan: Society for College and University Planning.
Norris, D. M., & Poulton, N.L. (2008). A guide to planning for change. Michigan: Society for College and University Planning.