organizing strategic planning in a university

organizing strategic planning for a universityKahlil Corazo | University of Asia and the Pacific

Mission? You mean that thing

on the wall?

Mission? You mean that thing

on the wall?

Our Vision is to be best in

something some time in the future.

Our Vision is to be best in

something some time in the future.

Well, if you interpret the vision in a certain way,

our plans certainly are aligned to it.

Well, if you interpret the vision in a certain way,

our plans certainly are aligned to it.

our planning

framework

the phases of strategic

planning

the output of strategic

planning

the skills you need to organize oneresources

our planning

framework

the phases of strategic

planning

the output of strategic

planning

the skills you need to organize oneresources

the balanced scorecard

customerlearning

andgrowth

internalprocesses

financial

aliGnment

balanced scorecard hall of fame

process manufacturing discrete manufacturing

consumer products

financial services

non-profithealth care

government and military

telecom and utilities

http://www.thepalladiumgroup.com/KnowledgeObjectRepository/Hall-of-Fame_2000-2008_by-industry.pdf

Except for the University of Asia and the Pacific and University of Leeds, this list of universities comes from: N. Rompho. BUILDING THE BALANCED SCORECARD FOR THE UNIVERSITY: CASE STUDY: THE UNIVERSITY IN THAILAND. Thammasat University, Thailand

Ref. Kaplan, Robert, and David Norton. The Strategy-Focused Organization. 1. Boston: Harvard Business School Press, 2000. Print.

our planning

framework

the phases of

strategic planning

the output of strategic

planning

the skills you need to organize oneresources

People have to feel the need for strategic planning

Research on strategic planning for universities

Selling the framework to the decision makers and getting support from influencers

Aligning time needed from faculty, admin and staff

Designing the workshops, document formats, reports, etc

Literally setting the table!

After…24 workshops of 2-3 hours each…9 aspects of the university…80 participants in total…

DRAFT

To contribute, as a university, to the integral human development of the peoples of the Asia and the Pacific region.

DRAFT

Mission To contribute, as a university, to the integral human development of the peoples of the Asia and the Pacific

Vision 2018 Recognition in the Asia-Pacific region as a prestigious research & teaching institution that attracts top students and is sought as a partner of choice by leaders in the public & private sector

Metrics 1. Annual intake of ? freshmen with higher than ?% calibrated high school average

2. Local international partnership programs for each academic unit

3. Among top [?] Asian universities in an international ranking scheme

Strategic Themes

1.1. Real contribution 1.2. World-class standards1.3. Student grants

2.1. Local partnerships2.2. International partnerships

3.1. International programs, faculty, students3.2 International ranking

Strategic Enablers

A. New schoolsB. Staff developmentC. Information technology systems planD. MarketingE. Multi-campus expansionF. Bridge business model

crafting

SMART

objectives

Planning =Specific

Measurable

Aligned

Realistic

Timebound

DRAFT

Mission To contribute, as a university, to the integral human development of the peoples of the Asia and the Pacific

Vision 2018 Recognition in the Asia-Pacific region as a prestigious research & teaching institution that attracts top students and is sought as a partner of choice by leaders in the public & private sector

Metrics 1. Annual intake of 600 freshmen with higher than 80% calibrated high school average

2. Local international partnership programs for each academic unit

3. Among top [?] Asian universities in an international ranking scheme

Strategic Themes

1.1. Real contribution 1.2. World-class standards1.3. Student grants

2.1. Local partnerships2.2. International partnerships

3.1. International programs, faculty, students3.2 International ranking

Strategic Enablers

A. New schoolsB. Staff developmentC. Information technology systems planD. MarketingE. Multi-campus expansionF. Bridge business model

DRAFT1.Media and Entertainment Program in the

School of Communication by 20112.A Bachelor’s Program in Computational

Science by 20113.A Stand-alone MA in IMC in the School of

Communication by 20134.School of Law, Government and Political

Economy by 2015

DRAFT

Mission To contribute, as a university, to the integral human development of the peoples of the Asia and the Pacific

Vision 2018 Recognition in the Asia-Pacific region as a prestigious research & teaching institution that attracts top students and is sought as a partner of choice by leaders in the public & private sector

Metrics 1. Annual intake of 600 freshmen with higher than 80% calibrated high school average

2. Local international partnership programs for each academic unit

3. Among top [?] Asian universities in an international ranking scheme

Strategic Themes

1.1. Real contribution 1.2. World-class standards1.3. Student grants

2.1. Local partnerships2.2. International partnerships

3.1. International programs, faculty, students3.2 International ranking

Strategic Enablers

A. New schoolsB. Staff developmentC. Information technology systems planD. MarketingE. Multi-campus expansionF. Bridge business model

DRAFT

1.School of Communications publishes x articles in ISI-accredited journals every year.

A good source of benchmarks: government guides / accreditation / self-assessment

Example:

our planning

framework

the phases of strategic

planning

the output of strategic

planning

the skills you need to organize oneresources

Strategic plan

List of objectives

StratEx in Budget andFinancial Reports

our planning

framework

the phases of strategic

planning

the output of strategic

planning

the skills you need to organize oneresources

Knowledge of a planning framework

Events organizingWorkshop fa

cilitatio

n

Communication

Political clout

ManySkills

Needed

our planning

framework

the phases of strategic

planning

the output of strategic

planning

the skills you need to organize oneresources

Resources (see notes for details)

• Strategic Planning in Higher Education (CASE) • University of Leeds Strategic Plan (our

benchmark)• Benchmarking: A Guide for Australian

Universities (a good source of metrics)• Balanced Scorecard and BSC for Schools / Non-

profits– See notes for a bibliography– Or get a consultant (eg, Paladium or the guru-

consultant of your School of Management)

Kahlil CorazoUniversity of Asia and the Pacific

corazo@uap.asia