1. SOAR Observatory Strategic Planning Initial Concept Presentation
March 15th, 2017

2. Agenda Proposed Methodology1
Proposed Methodology 2
Strengths, Weaknesses, Opportunities, Threats 3
Sample Strategy Statements 4
Next Steps
DRAFT

3. Agenda Proposed Methodology1
Proposed Methodology 2
Strengths, Weaknesses, Opportunities, Threats 3
Sample Strategy Statements 4
Next Steps
DRAFT

4. Proposed SOAR Strategic Planning to conclude by August 1, 2017
Phase 1 – Assessment
Background Facts
Workshop
Benchmarks
Input from current and potential partners 
Summary SWOT
Mar 15 - June 15
Phase 2 –
Vision
Draft Strategy Statements (vet amongst key constituents):
Mission / Values
Priorities
Key Metrics
June Aug 1
Phase 3 – Implementation
Implementation Plan:
Objectives
Initiatives
Supporting metrics
Budget/Resources
Aug 1 – October 15
DRAFT

5. Goals and methodology Strategic Planning Overall
1. Internal: Guide decision making of scientists and support teams to be consistent with the strategic direction of the organization
2. External: Inform key constituents of our plan to ensure buy in and support
SOAR Strategic Planning Process
1. Strategic plan for the next 5 years (mission, values, vision, priorities, objectives, initiatives, and budgets)
2. Strategic thinking training to SOAR members and leaders
3. Strategic input from key constituents
Task Force Meetings
1. Understand approach 2. Review inputs from workshop, Elmegreen report, other sources
3. Generate insights and ideas– ongoing at the end of each section
SOAR Board Meetings
1. Feedback on ideas
2. Agreement as to next steps
3. Buy in and Support
DRAFT

6. Agenda Proposed Methodology1
Proposed Methodology 2
Strengths, Weaknesses, Opportunities, Threats 3
Sample Strategy Statements 4
Next Steps
DRAFT

7. SWOT analysis – SOAR ( Sample Draft)
Strengths
4m Telescope at a desirable site
Good native IQ, operating at diffraction limit with SAM
Flexible operating model with excellent astronomer training opportunities
Strong user base from broad sector of US/Brazilian community
Weaknesses
Low science staff count compared to other facilities
Documentation and pipelines for observers lacking
Low science visibility
Opportunities
LSST and other surveys can provide brokered event stream for high impact science
Planetary science (NASA) needs southern hemisphere partners to hunt for HZ planets
Interest from strong instrumentation partners, including Gemini
Threats
Loss of Staff to LSST
No operating agreement beyond 2020
Funding stream not secure
DRAFT

8. Agenda Proposed Methodology1
Proposed Methodology 2
Strengths, Weaknesses, Opportunities, Threats 3
Sample Strategy Statements 4
Next Steps
DRAFT

9. Strategy statements Priorities Objectives Initiatives Actions
Mission Statement
Statement which specifies an organization’s purpose or “reason for being” and the primary objective toward which the organization’s programs & plans should be aimed. Statement specifying the key constituents and how the organization will serve them. It must be clear and understood.
Mission
Vision
Values
Vision Statement
Statement describing what the organization strives to be at some future time. It should be specific and motivating.
Priorities
Objectives
Initiatives
Actions
Values
It is what we believe in, our guiding principles, and how we interact.
DRAFT

10. Our starting point is the mission statement
Statement which specifies a firm’s purpose or “reason for being” and the primary objective toward which the firm’s programs & plans should be aimed. It must be clear and understood.
We have fun.
We cure cancer.
DRAFT

11. SOAR – Previous Mission
DRAFT

12. We draft a vision to drive us forward
Vision Statement
Statement describing what the organization strives to be at some future time. It should be specific and motivating.
To be #1 or #2 in market share in each sector we serve.
Before this decade is out, this nation should land a man on the moon and return him safely to Earth.
DRAFT

13. UNC College of Arts & Sciences – Draft Values
Student Focus
Scholarly Excellence
Generous Service
Student Focus
Make decisions with the good of the students in mind
We aspire to lead the world in research, scholarship, and creative endeavors
Scholarly Excellence
Scholarly Excellence
Generous Service
Sharing of our time and talents for the service of others
DRAFT

14. UNC College of Arts & Sciences – Draft Priorities (and Objectives)
Modern Curriculum 1
Update the General Education
Explore new ways of measuring learning
Improve the quality of instruction
Increase interdisciplinary course offerings
Increase private and public resources
_____________________________
Innovative and Efficient Learning Environments 2
Develop more flexible and applied learning spaces
Increase global learning opportunities
Increase experiential learning opportunities
Increase private and public resources and partnerships
Leverage technology in instruction and research
______________________________
Expanded High Impact Research 3
Broaden applied research portfolio
Increase commercialization of research
Harness interdisciplinary talent for addressing global issues
Increase public and private resources
Build adaptive research facilities
______________________________
DRAFT

15. Agenda Proposed Methodology1
Proposed Methodology 2
Strengths, Weaknesses, Opportunities, Threats 3
Sample Strategy Statements 4
Next Steps
DRAFT

16. Next Steps Form Task Force with full community representation
Task Force develops background and holds teleconference discussions with Board to get through strategy statement stage (August 2017)
Board meets in August to launch implementation planning phase
DRAFT