UNIVERSITY SUPPORT AND Work Force Leadership Development Workshop Development Program Leadership Development Workshop Day 2 Dr. Ray McCarthy

Welcome! Chancellor Miakhial Vice- Chancellor Balakarzia

Fluid & Flexible! Today’s Agenda Day 2 Welcome S.M.A.R.T. Goal Financial Autonomy (Guest Speaker) Financial Autonomy/ Development /Fundraising S.W.O.T. Analysis Vision Statements Reflection Tomorrow's Goals Fluid & Flexible!

Team Assignment: Spell Out 1 SMART GOAL for January 1, 2017 What is the Goal? What are the assessment tools* and evidence*? What resources are needed including time? How will the change look? Is it clear? When will each step be completed?

*Big Hairy Goals

Achievable S.M.A.R.T. GOALS Specific Measurable Realistic & Relevant Timely

Team Time: Spell Out Your SMART GOAL Team Assignment: What is the Goal? What are the assessment tools* and evidence*? What resources are needed including time? How will the change look? Is it clear? When will each step be completed?

S.M.A.R.T. Goal Report Out

Financial Autonomy Autonomy of institutions broadly emphasizes (a) freedom to function to achieve academic excellence and (b) freedom to administer the institution through its own rules and regulations. (Gandhi, 2013) Financial Autonomy refers to the governance of College finances by its own Management. (Gandhi, 2013, p. 36)

Financial Autonomy At the College level, decentralization of financial powers both horizontally and vertically is necessary… (1) Whether it facilitates quick decision making and eliminates delays? (2) Whether the felt needs of the various segments are properly comprehended? (3) Whether it involves greater co-operation than resistance? (4) What affect that it has on the end-result? (5) How soon can the end-result be achieved? (6) Will it meet the standards of expertise where needed? (7) Is there the requisite administrative support? (Gandhi, 2013, p. 37)

Financial Autonomy Mushtaq – 1 hour

Financial Autonomy & Development Financial Autonomy Creates the Opportunity to DEVELOP your own Resources. Potential Sources of Funding: Tuition (Associate & Master’s Degrees) Fees Entrepreneurial Activity Business Contributions Private Donations Others?

? ? Brainstorm Characteristics of Each Financial Autonomy Development Fundraising ? ? Brainstorm Characteristics of Each

Development Three Principles to Acquire, Retain, and Increase Financial Investors 1. Offer a Valuable Product 2. Provide Great Service 3. Build an Investor Focused Approach (Haguewood, 2014)

Financial Autonomy & Development Financial Autonomy Creates the Opportunity to DEVELOP your own Resources. Concept Map Ideas For Fundraising

Development Fundraising Financial Autonomy Development Fundraising Capital Campaigns Quid Pro Quo Gifts Prospect Research Premium Items Database Management Student Trips Gift Recording Private Foundation Support Processing Corporate Foundation Support Accounting Mailings Special-events Planning Stewardship Oversight Marketing Donor Relations Branding & Merchandising

“In the broadest sense, development moves the institution forward.” “The time we spend cultivating or soliciting donors is fund raising; that spent aligning fund-raising goals with institutional planning and maturation is development.”   Mark J. Drozdowski, Director of Corporate, Foundation, and Government Relations at Franklin Pierce College in Rindge, N.H http://chronicle.com/article/DevelopmentFund-Raising-/45139

This is an Iterative Process. As We Learn, Our Understanding Grows. Team Time: This is an Iterative Process. As We Learn, Our Understanding Grows.

S.W.O.T. Analysis S.W.O.T. Analysis—a study undertaken by an organization to identify its internal strengths and weaknesses, as well as its external opportunities and threats.

S.W.O.T. Analysis Strengths Weaknesses Opportunities Threats

S.W.O.T. Analysis Strengths Weaknesses Inside University

S.W.O.T. Analysis Opportunities Threats Outside University

S.W.O.T. Analysis Strengths Weaknesses Opportunities Threats What do we do well? What are the strengths of our Team? Who do we serve? What parts of our mission are we meeting or exceeding? What evidence* do we have to support our Strengths Analysis?

S.W.O.T. Analysis Strengths Weaknesses Opportunities Threats What do we need to do better? How do we improve our Team? How do we increase outreach? What parts of our mission do we need to meet? What evidence* do we have to support our Needs Analysis?

S.W.O.T. Analysis Strengths Weaknesses Opportunities Threats Who are our stakeholders*? How can we respond to stakeholder needs? What parts of our mission could we improve or innovate? What evidence* do we have to support our Opportunity Analysis?

S.W.O.T. Analysis Strengths Weaknesses Opportunities Threats How does the political environment affect us? Who are our competitors? Who or what might be in opposition to our success? Are parts of our mission are in jeopardy? What evidence* do we have to support our Threats Analysis?

1 Evidence* and Assessment Assessments Trend Data Quality Assurance Standards

2 Evidence* and Assessment Why Who What Where When How

S.W.O.T. Review Strengths Weaknesses SMART Goals Vision Specific Goals Measurable Achievable Realistic & Relevant Timely Vision Goals as the Basis for Ongoing Implementation and Assessment* Strategic Priorities Opportunities Mission Threats S.W.O.T. Review Resources

S.W.O.T. Review Strategic Priorities SMART Goals Strengths Weaknesses Vision Strategic Plan as the Basis for Ongoing Implementation and Assessment Strategic Priorities SMART Goals Strategic Priorities Opportunities Mission Threats S.W.O.T. Review Resources

Team Assignment S.W.O.T. Analysis Consider your Institution through your Team’s lens. 1. Use the Supplied Table to Consider these Four areas 2. List Your Ideas in the Appropriate Column Strengths Weaknesses Opportunities Threats Print Inside University Outside University

Inside University

Team S.W.O.T. Analysis Report Out

Review your Concept Maps Consider your Draft Vision Statement Team Assignment: Review your Concept Maps Consider your Draft Vision Statement Reconsider your Draft SMART Goals Connect what you have thought about Leadership and Management 5. Update your Draft Vision Statement

Reflection on Today’s Experiences

Feedback?

Tomorrow’s Goals S.W.O.T. Analysis Student Affairs and Student Employability Vision Statements Certificates