Strategic Planning Steering Committee May 30, 2018

Agenda Review the design for Phase 2 Progress on the strategy statement Progress on survey for mission-focused values The plan for the June 1 summit Plan how we will write goal statements areas of strategic focus Progress of strategic initiative groups Changes to strategic planning website Please feel free to ask questions and offer suggestions throughout our meeting.

Elements of our Strategic Plan Vision/Mission/ Values Strategy Statement Milestones Areas of Strategic Focus Actions and Initiatives Strengths and Opportunities Indicators and Metrics Conditions of Success Resources Stakeholder Descriptions Phase 1 Phase 2

Phase 1: Engagement around Vision, Mission, Values Develop Initial Understanding of Stakeholder Perspectives Use Inclusive Process to Prioritize Key Ideas Organize Steering Committee Develop Revised Statements Test and Revise Share the Vision Community Dialogue and Surveys Stakeholder Committee Drafts Solicit Stakeholder Feedback Culminating Event Kick-Off Event Summit VMV Initial Lists of VMV Themes and Strategic Ideas Prioritized VMV Themes and Strategic Ideas Initial VMV Statements Tested VMV Statements Finalized VMV Statements Planning Overview Capture Strategic Ideas as They Surface PHASE 2: STRATEGY DEVELOPMENT January February March April

Proposed Statements Values that Shape our Mission Foster Student Success Discover, Create and Share New Knowledge Transform our World Values that Define our Character Principled Visionary Innovative Collaborative Inclusive

Proposed Statements Vision Mission Inspired by the spirit of the Wright brothers, Wright State University will be a leading national public research university known for innovation and application; respected for an inclusive culture; and recognized as an essential part of the economic, cultural, and educational fabric of the communities we serve. Mission Wright State University empowers all students and graduates to realize their fullest potential as innovative leaders and global citizens by integrating research, learning, and transformational experience

Strategic Initiatives Strategic Initiatives Technology, entrepreneurship and innovation Research, Innovation, and Entrepreneurship Community & Military Partnerships Research and Scholarly Activities Alumni and Advancement Strategic Relationships/ Partnerships Student Academic Support and Services Globalization and International Outreach Teaching, Learning, and Programming Student life Experiential Learning Inter-Unit Collaboration Curriculum Development & Course Design The Wright State Experience Faculty and Staff Development Online Courses Collaborative Delivery of Services Digital Transformation of Services Stewardship: Managing Resources Effectively Areas of Strategic Focus

Phase 2: Development of Strategic Plan ENGAGEMENT (Vision, Mission, Values) Use Inclusive Process to Develop Strategic Themes Use Diverse Stakeholder Groups to Develop Strategic Initiatives and Areas of Strategic Focus Share the Vision Final Steering Committee Meeting(s) Presentation to the Board of Trustees Interim work by Project Groups and Steering Committee Full Stakeholder/ Project Group Meetings Steering Committee Meetings Stakeholder Summit Compile an integrated strategic plan Finalized Strategy Document Draft Actions and Initiatives Draft Areas of Strategic Focus Develop Goals and Objectives for Areas of Strategic Focus Develop Action Plans for Strategic Initiatives Develop a Map for each Area of Strategic Focus Refined Strategy Statement Create Project Groups for Focused Work Draft Strategy Statement March April May June-August August-September October

Rounds of Summer Activity Mini-Summit Group Work ----- Stakeholder Surveys Leadership Meeting (As needed) Steering Committee Meeting 3-week cycle

Progression of Work Round 1 Round 2 Round 3 Round 4 Round 5 Round 6 Establish working groups and “the most important goal” Round 2 Develop goals & objectives – continue work on initiatives Round 3 Develop lists of actions for each initiative Round 4 Evaluate & prioritize actions Round 5 Identify metrics, resources, milestones Round 6 Assemble the strategic plan Public Event Survey: “The Most Important Goal” Survey: Values Survey: Mission, Vision, & Goals Survey: If needed

Design Assumptions for Phase 2 We will organize project groups for each strategic initiative. Output from the project groups will create the pieces of the overall university plan. The mini-summits will provide a forum and structure for all groups to accomplish most of the work. Each group will have minimal “homework” between each session. We need to include enough participants to -- tap all of the essential stakeholder perspectives accommodate individual needs (vacations, etc) We need a critical mass of committed individuals in each group. We will rely on the power of self-organizing.

Role of Participants in SI Groups Help to Develop a Focused Plan for a Strategic Initiative Aspiration statement: Description of future impact through this theme Objectives: How the initiative will contribute to areas of strategic focus Actions: The specific projects that will be included in the initiative Milestones: The projected timeline for accomplishing each action Indicators and Metrics: Description of how to track our progress Resources and Support: Description of the conditions required for success

Principles of Self Organizing Vote with your feet! Commit to work on the current tasks for a particular topic for a period of time that you clearly communicate to others. Feel free to make a contribution to other topics. Theme coordinators should remain with a single group. Recruit others to join your efforts. Anyone can participate and contribute as they are able.

Elements of our Strategic Plan Vision/Mission/ Values Strategy Statement Milestones Areas of Strategic Focus Actions and Initiatives Strengths and Opportunities Indicators and Metrics Conditions of Success Resources Stakeholder Descriptions Together, we will build the areas highlighted In red. Phase 1 Phase 2

Elements of our Strategic Plan Vision/Mission/ Values Strategy Statement Milestones Areas of Strategic Focus Actions and Initiatives Strengths and Opportunities Indicators and Metrics Conditions of Success Resources Stakeholder Descriptions The 15 initiative groups will focus on these elements. Phase 1 Phase 2

Elements of our Strategic Plan Vision/Mission/ Values Strategy Statement Milestones Areas of Strategic Focus Actions and Initiatives Strengths and Opportunities Indicators and Metrics Conditions of Success Resources Stakeholder Descriptions The steering committee will focus on these elements and on integration. Phase 1 Phase 2

A Strategy Statement Objective = Ends Scope = Domain Advantage = Means The single precise objective that will drive the organization for the next seven years; it is specific, measurable and time bound. Scope = Domain A description of the customer or offering, geographic location and level of vertical integration. Advantage = Means The customer value proposition and the unique activities that allow the organization alone to deliver it. Source: Collis & Ruskad, 2008

Example 1 University of Missouri-St. Louis By 2018, UMSL will increase the annual number of degrees conferred by 20% through an enriched UMSL experience with enhanced relationships and more research and community engagement integrated into student learning to fulfill our metropolitan land‐grant mission. Objective Scope Advantage

Example 2 University of Missouri-Kansas City By 2020 we will grow enrollment to 20,000 and increase graduation rates 10% by ensuring student success through a small-college experience as Kansas City's community engaged urban research university. Objective Scope Advantage

Example 3 Missouri University of Science and Technology Missouri S&T will provide by 2020 a top return on investment among public research universities to students, employers, research partners and donors through extraordinary access to renowned expertise, services and experiential learning opportunities. Objective Scope Advantage

Progress on Strategy Statement Meeting with Dr. Schrader and SC subgroup on May 21 Read through the proposed statements from May 18 Summit Identified preliminary list of indicators for values Clarified process for crafting the statement Suggestions and input on Values Dr. Schrader Others she Invites Feedback Link to blog report

Mission-Focused Values Survey Email for the Survey Reponses: 11 as of last night (pilot) Do you have any questions/Suggestions

Objectives for June 1 Session Objectives Handouts: Refine aspiration statements for each strategic initiative Identify the links to Areas of strategic focus Develop specific objectives for each area of strategic focus Begin developing lists of actionable ideas for each strategic initiative Handouts: Homework 1 Homework 2 Appendix B

Strategic Initiatives Strategic Initiatives (Project Groups) Strategic Initiatives (Project Groups) Research, Innovation, and Entrepreneurship The Wright State Experience Collaborative Delivery of Services Strategic Relationships/ Partnerships Teaching, Learning, and Programming Curriculum Development & Course Design Alumni and Advancement Globalization and International Outreach Online Courses Experiential Learning Technology, entrepreneurship and innovation Research and Scholarly Activities Stewardship: Managing Resources Effectively Inter-Unit Collaboration Digital Transformation of Services Student Academic Support and Services Faculty and Staff Development Student life Community & Military Partnerships Areas of Strategic Focus (Steering Committee)

Agenda for Mini-Summit 2 Welcome – Updates Short Group Check-in Plenary Discussion Report on Aspiration Statements Links to Areas of Strategic Focus Feedback from on connections Breakout discussion to work on Homework 2 Final reflections

Strategic Initiatives Strategic Initiatives (Project Groups) Strategic Initiatives (Project Groups) Research, Innovation, and Entrepreneurship The Wright State Experience Collaborative Delivery of Services Strategic Relationships/ Partnerships Teaching, Learning, and Programming Curriculum Development & Course Design Alumni and Advancement Globalization and International Outreach Online Courses Experiential Learning Technology, entrepreneurship and innovation Research and Scholarly Activities Stewardship: Managing Resources Effectively Inter-Unit Collaboration Digital Transformation of Services Student Academic Support and Services Faculty and Staff Development Student life Community & Military Partnerships Areas of Strategic Focus Link to Current Statements Need Sub-Group to Work on These

Report on Strategic Initiative Groups Decided to a meeting for coordinators each Friday following a mini-summit. Each group has been recruiting We have about 150 RSVPs to participate in groups Web-space being developed to support group work Aspiration Statement Coordinators Output from work work

Update on Strategic Planning Website Link to the Site Review of changes Blog Documents and Resources Space for SI Groups (in progress)