|
Strategic
Planning Process Steps
|
Full
Board as a Governing
Body
|
Strategic
Planning Committee (Interdisciplinary
planning committee with Board representation)
|
Individual
Board Member Participation
|
Board
Driven
|
| Assess
readiness for planning |
Yes |
|
Yes (Board chair
with Head of School) |
Yes |
| Identify
professional resources |
Yes |
|
|
Yes |
| Allocate
resources for planning project |
Yes |
|
|
Yes |
| Create
a Core Planning Group |
|
|
Yes (Board Chair with Head of
School) |
|
| Choose
a planning process |
|
|
Yes (Board Chair with Head of
School) |
|
| Become
oriented to chosen planning process |
Yes |
Yes |
|
|
| Establish
Strategic Planning Team |
|
Yes |
|
|
| Identify
Core Values and consider future vision-based
scenarios |
Yes |
|
|
|
| Evaluate
Strengths, Weaknesses, Opportunities and Threats (SWOT
analysis) |
Yes |
|
|
|
| Participate
in focus groups for areas of interest and/or
leadership and written survey |
|
|
Yes, each individually |
|
| Participate
in planning retreat |
|
|
Yes, each individually |
|
| Check
mission statement against new vision statement for
congruency |
Yes |
|
|
Yes |
| Approve
vision, mission, core values statements, and goals |
Yes |
|
|
Yes |
| Build
strategy |
|
Yes |
|
|
| Identify
strategic initiatives |
|
Yes with all divisions, academic
and non-academic departments |
|
|
| Participate
in establishing annual goals and priorities and in
the accomplishment of strategic initiatives |
|
Yes |
Yes, as leadership of Board
committees |
Yes |
| Help
identify success indicators and outcome
measurements |
|
Yes |
Yes, as leadership of Board
Committees |
Yes |
| Evaluate
funding needs of plan and help find resources |
|
Yes |
Finance Committee |
Yes |
| Review
and evaluate quarterly reports and updates for
progress |
Yes |
Yes |
Yes |
Yes |
| Act
as ambassadors of the plan |
Yes |
Yes |
Yes |
Yes |
