Association of Governing Boards of Universities and Colleges. All Rights Reserved. Strategic Planning Youngstown State University Ellen Chaffee, AGB Senior Fellow and President Emerita, Valley City State University

Association of Governing Boards of Universities and Colleges. All Rights Reserved. Attainment Goals 2 to increase the percentage of Americans with high-quality degrees and credentials to 60 percent by the year 2025 – Lumina Foundation for Education Currently: 39% “By 2020, America will once again have the highest proportion of college graduates in the world” - President Obama, 2/24/09

Association of Governing Boards of Universities and Colleges. All Rights Reserved. State Financials: Gaps could approach 7% of spending - “The Lost Decade” of state funding Source: Don Boyd (Rockefeller Institute of Government), 2009 *

Association of Governing Boards of Universities and Colleges. All Rights Reserved. Ohio: More Trouble Ahead?

Association of Governing Boards of Universities and Colleges. All Rights Reserved. We cannot go on this way HITTING HOME: Quality, Cost, and Access Challenges Confronting Higher Education Today, Travis Reindl,

Association of Governing Boards of Universities and Colleges. All Rights Reserved. Our Trend Lines of Rev/Exp are Not Sustainable

Association of Governing Boards of Universities and Colleges. All Rights Reserved. U.S. Conditions Economy requires more graduates Incoming students have greater challenges –Preparation –Participation –Affordability Revenue model is not viable –All revenue sources are maxing out –Revenue and expense trend lines are not sustainable 7

Association of Governing Boards of Universities and Colleges. All Rights Reserved. More students (especially over 25, international, study abroad, interns) More degrees (especially STEM, 1 st generation, Black, Hispanic) Higher graduation rates (especially course completions) Well-maintained facilities Growing endowment More federal and industry-sponsored research funding Reasonable tuition, fees, out of pocket cost More credits in high school and community colleges More inventions, start-ups, business satisfaction And projected changes in funding formula

Association of Governing Boards of Universities and Colleges. All Rights Reserved. The Noose is Tightening Less State Money Even LESS State Money High Cost of Innovation Changing Demography End of Stimulus Funds Limited Revenue Sources More Financial Aid Keep Tuition Down Lower Family Income Deferred Maintenance Higher Workloads (furloughs, layoffs, productivity efforts, increased enrollment)

Association of Governing Boards of Universities and Colleges. All Rights Reserved. Discussion: Where is YSU? Why do you say that? 10

Association of Governing Boards of Universities and Colleges. All Rights Reserved. STRATEGIC PLAN

Association of Governing Boards of Universities and Colleges. All Rights Reserved. Guidelines for Success in These Times Improve quality, reduce cost – Increase VALUE Meet significant, real societal needs Through a strategic plan that is –Purposeful but multi-faceted –Aggressive –Data-driven Challenge fundamental assumptions and modes of operation Re-evaluate the “job to be done,” how strengths could deploy better to meet needs –New learners, methods, schedules, incentives, teaching strategies, financial resources, human resources, prices, ….

Association of Governing Boards of Universities and Colleges. All Rights Reserved. Leading Youngstown State University 13 YSU Mission: why we exist Urban Research Open Access TIME Founding Vision Centennial Vision Vision 2020 (What do we want to be? Strategic Plan Vitality: Resources, Assets, Capabilities (How are we? – quality, resilience, strength)

Association of Governing Boards of Universities and Colleges. All Rights Reserved. Strategic Plan Missing, Not Communicated, Forgotten 14

Association of Governing Boards of Universities and Colleges. All Rights Reserved. ALIGNMENT: Strategic Plan is Working 15

Association of Governing Boards of Universities and Colleges. All Rights Reserved. Mission Core Values Goals Critical Priorities cause indicator change Indicators: Vision # Vitality # Strategic Plan Vision Vitality

Association of Governing Boards of Universities and Colleges. All Rights Reserved. Strategic Planning Balancing Act Begin with the end in mind Indicators of achievement by 2020: –Mission, vision –Institutional vitality Strategic plan focuses on CAUSES of these indicators and resource implications Start at the beginning Expectations/issues from: –Higher Learning Commission –University System of Ohio –Funding formula –University conditions –Community Strategic plan focuses on satisfying these expectations and their resource implications 17

Association of Governing Boards of Universities and Colleges. All Rights Reserved. Strategic Plan Structure Mission Vision 18 CornerstoneIndicatorsPriorities(what)Initiatives (how) A NumbersA1Projects NumbersA2Projects B NumbersB1Projects C NumbersC1Projects NumbersC2Projects NumbersC3Projects D NumbersD1Projects

Association of Governing Boards of Universities and Colleges. All Rights Reserved. Strategic Plan Structure Mission Vision (V=A+B+C+D) 19 CornerstoneIndicatorsPriorities(what)Initiatives (how) A Student Success NumbersA1Projects NumbersA2Projects B Urban Research NumbersB1Projects C Regional Impact NumbersC1Projects NumbersC2Projects NumbersC3Projects D University Vitality NumbersD1Projects

Association of Governing Boards of Universities and Colleges. All Rights Reserved. Sample Future Board of Trustees Scorecard Indicator6/1012/106/12TargetStatus Student Success * 6 yr grad rate40% 50%= * Course completion rate83%84% 92%+ Urban Research * Faculty hiring * Lab renovations2%15%25%100%++ Regional Impact * Regional placement15% 17%50%+ * New businesses0005= University Vitality * Cost reductions$100K$250K$350K$20M+ * Faculty development$1K/FTE$1.1K $3K/FTE 20

Association of Governing Boards of Universities and Colleges. All Rights Reserved. SP Timeline July – Launch, structure, timeline August – Data collection, situation statement September – Campus kick-off, communication and input, vision draft October 1 – progress report to BOT October – Communication and input, initial draft November – Review priorities, resources; final draft November 30 – submit to President Anderson December 15 – BOT action 21

Association of Governing Boards of Universities and Colleges. All Rights Reserved. SP Process CornerstoneSponsor, Planning team Data: -current indicators InputPriorities A Student Success B Urban Research C Regional impact D University Vitality 22 TaskWhoWhen YSU situation summaryAugust 15 Drafting (vision, priorities, indicators)On-going Input on plansThrough November 10 Data on current conditionsSeptember 15 Cost-benefit trackingOn-going