This strategic planning process model toolkit is to assist higher education institutions (HEIs) at department level to develop their open educational resources (OERs) strategic plan based on the concept of university social responsibility (USR). This toolkit provides executive administrators a new way to deepen understanding of creating, using, and sharing all kinds of learning materials in their professional practice that can link to USR practice.

1. A Strategic Planning Process (SPP)
Model for developing Open
Educational Resources – A Toolkit
Ava (Shu-Hsiang) Chen, Ph.D.
Educator, Researcher, Global Learner, World Citizen
avachen.org
This work is licensed under a Creative Commons
Attribution 4.0 International License

2. Description
• This strategic planning process model toolkit is to
assist higher education institutions (HEIs) at
department level to develop their open
educational resources (OERs) strategic plan based
on the concept of university social responsibility
(USR). This toolkit provides executive
administrators a new way to deepen
understanding of creating, using, and sharing all
kinds of learning materials in their professional
practice that can link to USR practice.

3. Aim
• This strategic planning process model toolkit
aims for people who perceive OER (Open
educational resources) as part of rapidly
changing for social practice and perceive USR
(University social responsibility) as part of
social movement in their current university
management system.

4. Target Sampling
• The target sampling of using this toolkit would
be university department, research center, or
innovative center who has initiated the
movement of open educational resources.

5. Objectives
• To foster the open educational resources
development from management aspect
• To integrate the concept of university social
responsibility into using, creating, and sharing
of open educational resources
• To facilitate university administrators for
developing open educational resources
strategic plan

6. Target Participants
• Heads of department, executive
administrators, faculty members whom have
their job responsibility to involve with
university strategic planning

7. SPP Model Components
Input – Internal assessment
Process – 6 stages
Output – OER strategic plan
Outcome – USR impacts

8. Component 1: Input – Internal
Assessment
Current Strategic
Plan
University KPI
University Policy
and Strategy in
relation to USR
Current USR
Practice
Current OER
Practice

9. Component 2: Process
1. Envisioning the
future of OERs
2. Conducting
social situation
analysis for OER &
USR
3. Formulating the
OER strategies
4. Moving from
OER visions to OER
action planning
5. Evaluating OER
strategic plan and
process
6. Sustaining the
OER strategic
planning

10. Components 3: Output
• Comprehensive OER Strategic Plan including
Vision, Mission, Value, Strategies, and Action
Planning

11. Components 4: Outcome
• Anticipate the influential outcome after
implementing the comprehensive OER
strategic plan based on USR SCOPE
Framework (Social, Sub-social, Cognitive,
Organizational, Philanthropic, Economic, Ethic,
Educational, Environmental) Impacts.

12. References
• Chen, S-H., Nasongkhla, J., & Donaldson, J. A. (2015, in press). University
social responsibility (USR): Identifying an ethical foundation within higher
education institutions. Turkish Online Journal of Educational Technology,
14(4). Paper presented at International Teacher Education Conference
2015, St. Petersburg, Russia.
• Chen, S-H., Nasongkhla, J., & Donaldson, J. A. (2014). From vision to
action: A strategic planning process model for open educational resources.
Procedia – Social and Behavioral Sciences. Paper presented at
International Conference on New Horizons in Education (INTE) 2014, Paris,
France.