XAVIER UNIVERSITY STRATEGIC PLANNING
 
 
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The Strategic Planning Cycle – Structure, Process, Development, Approval and OVERSIGHT
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Strategic planning at Xavier will be conducted on a five-year cycle.  The planning cycle will begin during the fourth year of the then-current strategic plan and the strategic plan will be completed by June of the fifth year of the then-current strategic plan.  The Vice President for Planning and Institutional Research will lead the strategic planning process and is responsible that a new strategic plan is delivered on time.  To facilitate Xavier planning there will be a University Planning Council and a University Strategic Planning Committee.

1. University Planning Council (a continuing committee)

The University Planning Council (UPC) will be chaired by the President of the University and its membership will consist of:

  • President
  • Senior Vice President for Academic Affairs
  • Senior Vice President for Administration
  • Senior Vice President for Resource Development
  • Vice President for Planning and Institutional Research
  • Vice President for Institutional Advancement
  • Vice President for Student Services
  • Vice President for Technology Administration
  • Vice President for Fiscal Services
  • Vice President for Facilities Planning and Management
  • Dean, College of Arts and Sciences
  • Dean, College of Pharmacy
  • Dean, Freshman Studies
  • Dean of Admissions
  • Members of the Xavier faculty (3 CAS; 1 COP)
  • Student Government Association President (or designee) and one other student designated by Student Government Association President
  • Accreditation Liaison (if different from the members listed above)

The University President will select the faculty representatives for a two year term from among the elected members of the University Academic Council.

The UPC will have responsibility for reviewing the University mission and vision, for reviewing all information and reports developed to support the planning process, for setting the strategic focus for the University, for providing guidelines and strategy to the University Strategic Planning Committee; for reviewing goals, objectives and tasks developed during the strategic planning process and for reviewing and approving the strategic plan.

The UPC will periodically review progress in achieving the goals and objectives and tasks outlined in the strategic plan and make mid-course corrections if necessary.  The UPC will set priorities among the strategic planning objectives and make recommendation to the University Budget Committee regarding resource allocation in support of strategic goals and objectives.

The UPC will also review the annual report on institutional effectiveness and assessment the annual report on learning outcomes assessment, the annual peer and competitor report in conjunction with its review of progress toward the strategic planning goals, objectives and tasks.

2. University Strategic Planning Committee (An Ad Hoc Committee)

A University Strategic Planning Committee (USPC) will be selected every five years to participate in the development of the University strategic plan.  The USPC will be co-chaired by the vice president for planning and institutional research and a member selected by the Committee.

The Committee will include one member of the faculty selected by each academic department in the College of Arts and Sciences, one member of the faculty from each of the two divisions of the College of Pharmacy, one member selected from among the staff of each of the units of the University overseen by a vice president as well as two student members selected by the Student Government Association.

Working under the guidance of the UPC, the USPC will facilitate the development of the University strategic plan by engaging and informing the University community, developing and recommending strategic goals and objectives, and reviewing and recommending the strategic plan for review and approval by the UPC.

  • The Committee will develop plans and process to engage, involve and inform the University community in the strategic planning process
  • Lead discussion in their respective departments/units to develop key issues, goals and objectives and bring those matters to the USPC
  • Review, organize and set priorities among these department/unit issues, goals, and objectives
  • Review data, information, analysis and reports prepared to support the planning process and define additional information to be collected
  • Review the SWOT analysis and recommend areas for focus and priority attention
  • Review the guidelines and strategic direction set by the UPC and develop recommended goals to support them
  • Recommend objectives to support the strategic goals set by the UPC
  • Assist in the development of tasks to accomplish each objective
  • Review and submit for UPC review and approval the University strategic plan

The Strategic Planning Process

2. Contextual Information, Reports, and Reviews

In the summer semester of the fourth year of the five-year strategic plan the Office of Planning and Institutional Research (OPAIR) will begin a situational analysis for the University.  At this time the vice president OPAIR will also begin a focal issue canvas of senior staff, selected faculty, staff and students.  The director for institutional effectiveness will begin a formal update of the Institutional Effectiveness and Assessment Report and the Director for Institutional Research will undertake a revision of Xavier’s Peer and Competitor Analysis Report as well as Xavier’s dashboard monitoring information.  These revised reports along with the situational analysis provide a broad context of information and analysis to support the strategic planning process.

4. SWOT and Organization of University Strategic Planning Committee

During the Faculty Institute for the spring semester (fourth year of the strategic plan), the faculty as well as staff and student representatives will conduct a University SWOT analysis.  During the spring semester the University Strategic Planning Committee (USPC) will be formed.

5. University Planning Council Review and Setting of Strategic Focus

During the spring semester of the fourth year the University Planning Council (UPC) will review the situational analysis, the focal interviews, the revised reports to support planning and the SWOT analysis and other relevant information and materials.  Based on its review, the UPC will set the strategic direction and focus for the University for the strategic planning cycle (five years).

During the spring semester the USPC, the UPC and the Trustees will review the University’s vision and mission.  These reviews will be coordinated by the UPC and, along with the strategic direction set for the University will form the basis and guidelines for the USPC activities.

6. Strategic Planning Committee Develops Set of Goals

During the fall semester of year five of the strategic plan, based on guidance from the UPC, the USPC will develop a set of strategic goals for review and approval of the UPC.  Following the approval of three or four strategic goals by the UPC, the USPC will develop objectives for each goal which will be reviewed and approved by the UPC.  The vice president for OPAIR will coordinate the development of a set of tasks for each objective.  The tasks will be reviewed and approved by the UPC.  The vice president will then prepare a draft strategic plan incorporating the mission and vision, the goals and objectives and the tasking for the accomplishment of the objectives.  The draft will be reviewed by the USPC, then submitted to the UPC and Trustees for approval.  The strategic plan will be completed no later than June of the fifth year of the then-current strategic plan.

7. Summary of the Planning Process

Activity

Begins

Completed

Responsibility

Situational Analysis

Summer – Yr 4

Fall – Yr 4

Planning & IR

Focal Issue Canvas

Summer – Yr 4

Fall – Yr 4

VP Planning & IR

Update Institutional Effectiveness Report

Summer – Yr 4

Fall – Yr 4

Director Institutional Effectiveness & Assessment

Update Peer & Competitor Analysis

Summer – Yr 4

Fall – Yr 4

Director Institutional Research

SWOT

Spring – Yr 4

Faculty Institute – Spring, Yr 4

Faculty as well as staff and student representatives

Mission & Vision Review

Spring – Yr 4

Spring – Yr 4

USPC, UPC, Trustees

University Strategic Focus

Spring – Yr 4

Spring – Yr 4

University Planning Council

Planning Guidelines for USPC

Spring – Yr 4

Summer Yr 5

UPC

Strategic Goals

Fall – Yr 5

Fall – Yr 5

USPC, UPC, Trustees

Strategic Objectives

Spring – Yr 5

Spring – Year 5

USPC, UPC

Tasks

Spring – Yr 5

Spring – Yr 5

VP-OPAIR, USPC, UPC

Strategic Plan

Spring – Yr 5

June – Yr 5

VP-OPAIR, USPC, UPC, Trustees

 
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