1. Strategic Planning Steering Committee
May 30, 2018

2. 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.

3. 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

4. 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

5. 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

6. 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

7. 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

8. 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

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

10. 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

11. 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.

12. 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

13. 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.

14. 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

15. 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

16. 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

17. 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

18. 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

19. 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

20. 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

21. 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

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

23. 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

24. 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)

25. 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

26. 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

27. 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

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