The document discusses strategic planning for centers, outlining key considerations for the process. It covers the typical elements of a strategic plan, including mission, vision, goals, objectives and timelines. The planning process involves articulating values, assessing the situation, agreeing on priorities, writing the plan, implementing it and evaluating outcomes. An effective facilitator guides stakeholders through preparation, exploration, environmental scanning and establishing a shared vision. The document provides examples of center strategic plans and emphasizes linking the center's plan to the overarching institutional strategy.

1. STRATEGIC
PLANNING
FOR CENTERS
Amber Finnicum - Simmons Ariane Hoy
Stetson University Bonner Foundation

2. Introductions

3. 1. What & Why -
Framework & Examples
2.How & WHO -
Process, Participants and Facilitators
3.When - and Other Considerations
where we’re going
Please share at every step!

4. 1. What & WHY
strategic plan?
• Definitions
• Elements
• Examples

5. Who Here Has Done a Plan?

6. used across
many sectors
One-Page Plans
Balanced Scorecard
QEP
Business Plan
Growth Plan
One-Page Plans
Strategic Vision

7. It’s a process
Strategic planning is an organizational
management activity that is used to set
priorities, focus energy and resources, strengthen
operations, ensure that employees and other
stakeholders are working toward common goals,
establish agreement around intended outcomes/
results, and assess and adjust the organization's
direction in response to a changing environment.
- Balanced Scorecard, 2019

8. Planning in
higher education
Allison, M., & Kaye, J. (2011). Strategic Planning for Nonprofit Organizations: A Practical Guide and Workbook.
Get Ready
Articulate
Mission,
Vision &
Values
Assess Your
Situation
Agree on
Priorities
Write the
Plan
Implement
the Plan
Evaluate
and
Monitor
the Plan

9. TYPICAL ELEMENTS
Mission, Vision, and Values – organization’s guiding principles as a
reference point for planning, especially when determining how to allocate
resources and measure achievements.
Collaborators and Beneficiaries – including critical stakeholders, with
attention to expectations for the plan’s development and implementation.
Context or Environmental Scan – examining cultural issues, resource
con- cerns, and other factors that may impinge on the planning process.
Goals – identifying an organization’s aspirations in tangible, achievable,
and measurable terms.
Strategies and Action Plans – translating goals into concrete
strategies, activities & timelines.
Plan Creation and Management – sharing goals and strategies in
comprehensive, yet easily understood, manner.
Outcomes and Achievements – monitoring progress and, most
importantly, evaluating outcomes.
Adapted from Center for Organizational Development and Leadership
Strategic Planning in Higher Education: A Guide for Leaders (2014)

10. with results
A strategic plan is a document used to
communicate with the organization the
organizations goals, the actions needed to
achieve those goals and all of the other critical
elements developed during the planning
exercise.
- Balanced Scorecard, 2019

11. institutional
examples

15. Stetson (Map)

16. Involved in planning now?

17. Your Takeaways?
Why you want to do it?
How initiate?
How define?

18. center
examples:
Our Focus

19. Mission
Stetson (Replace)

20. goals
Stetson (Replace)

21. objectives
Stetson (Replace)

22. MEASURES
Stetson (Replace)

23. TIMELINES
Stetson (Replace)

24. Other Elements?

25. Living document
Stetson Website

26. why DOES it matter?
Stetson Points
About Plan

27. why DOES it matter?
Stetson Points
About Plan

28. ALIGNING PRIORITIES
Stetson
Example?

29. link to institutional plan

30. Examples? Results?

31. Let’s Have Some Fun!
Review a plan and discuss…
Ideas sparked?
Things you need?
Questions?

32. Your Takeaways?
What you liked?
What made you worry?
Strategy points?

33. 2. How & WHO
• Process
• Facilitators
• Stakeholders

34. same basic steps
Get Ready
Articulate
Mission,
Vision &
Values
Assess Your
Situation
Agree on
Priorities
Write the
Plan
Implement
the Plan
Evaluate
and
Monitor
the Plan

35. great resource
https://grovetools-inc.com/

36. visual approach

37. PEOPLE

38. preparing

39. exploring

40. scan

41. realities

42. vision

43. objectives & timeline

44. What are the characteristics of
a good facilitator?

45. Your Takeaways?
Stakeholders?
Process?
Facilitator Ideas?

46. 3. WHEN & MORE
• Timing
• Considerations
• Next Steps

47. how long?
Get Ready
Articulate
Mission,
Vision &
Values
Assess Your
Situation
Agree on
Priorities
Write the
Plan
Implement
the Plan
Evaluate
and
Monitor
the Plan
3-4
Weeks
2 - 3
Days
Intensive 2-3
Weeks
Homework 1-3 Years

48. What are your experiences?
Interruptions?

49. Alternatives?

50. More Strategy (less Plan)

51. VIDEO

52. FINAL THOUGHTS