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

2. Welcome!
Chancellor Miakhial
Vice- Chancellor Balakarzia

3. 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!

4. 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?

5. *Big Hairy Goals

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

7. 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?

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

9. 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)

10. 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)

11. Financial Autonomy
Mushtaq – 1 hour

12. 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?

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

14. 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)

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

16. 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

17. “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

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

19. 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.

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

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

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

23. 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?

24. 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?

25. 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?

26. 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?

27. 1 Evidence* and Assessment
Assessments
Trend Data
Quality Assurance Standards

28. 2 Evidence* and Assessment
Why
Who
What
Where
When
How

29. 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

30. 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

31. 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

32. Inside University

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

34. 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

35. Reflection on Today’s Experiences

36. Feedback?

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