Strategic Planning Roll-Out

Overview

During the months of December 2009 and January 2010, members of the WVU Tech Cabinet, composed of Tech’s executive officers and the Faculty Assembly Chair, the Classified Staff Council Chair and the Student Government Association President, participated in a three-day strategic planning retreat facilitated by Mr Tom Heywood, Managing Partner of Bowles Rice, LLP, of Charleston, West Virginia. The retreat launched WVU Tech’s five-year strategic planning process.

During this retreat, the cabinet brainstormed and discussed WVU Tech’s strengths, weaknesses, opportunities, and threats through a SWOT analysis, engaged in a number of “visioning” exercises, and finally centered its discussion on those initiatives that, if well executed, would have the greatest impact on the overall success of WVU Tech.

In addition to producing a renewed sense of optimism on the part of the cabinet team, the retreat resulted in the development of 3 key working documents; a Vision for WVU Tech – 2015, a set of Core Values to guide our strategic plan, and 7 Strategic Initiatives. Once vetted and refined by members of the WVU Tech community, these documents will serve as the foundation for WVU Tech’s five-year strategic planning efforts.

On Tuesday, January 12, 2010, WVU Tech Cabinet members hosted a meeting for Tech’s faculty, staff, students and the community at large. During this meeting, Dr Scott Hurst reviewed the work done by the Cabinet in the strategic planning sessions.

A Vision for WVU Tech – 2015 and our set of Core Values will be posted following the roll-out meetings and discussions with members of WVU Tech’s Classified Staff, Faculty Assembly, and the Student Government Association.

Strategic Initiatives

Strategic Initiative I Strategic Recruitment and Retention –
Carl Gerbasi, Interim Dean of Enrollment Services (Initiative Workgroup Leader)

Strategic Initiative II Enhancing Relations and Communications –
Mary Hollister, Interim Director of Relations & Communications (Initiative Workgroup Leader)

Strategic Initiative III Creating an Improved Student Experience –
Richard Carpinelli, Dean of Students (Initiative Workgroup Leader)

Strategic Initiative IV Enhancing academic programs –
Garth Thomas, Associate Provost (Initiative Workgroup Leader)

Strategic Initiative V Enhancing Financial Resources and Creating a Sustainable Business Model –
Solomon Addico, Chief Financial Officer (Initiative Workgroup Leader)

Strategic Initiative VI Campus Facilities and Beautification –
Rick Linio, Director of Facilities Management and Planning (Initiative Workgroup Leader)

Strategic Initiative VII Our People and Culture –
Kevin Lawhon, Director of Human Resources (Initiative Workgroup Leader)

Strategic Plan Roll-Out

Provost Hurst and members of the WVU Tech executive staff will be conducting strategic planning discussions at meetings of the faculty assembly, the classified staff, and the student government association as well as at a meeting for members of the greater Montgomery community and alumni during February 2010.

Roll-Out Meeting Schedule

Tuesday, February 2
Classified Staff Council
1:00 pm
Reserve Room, Vining Library

Thursday, February 4
Faculty Assembly
1:00 pm
1200 Orndorff Hall

Tuesday, February 9
Student Government Association
1:00 pm
Activities Room, Tech Center

Tuesday, March 16
6:00 pm
Tech Alumni, Institutional Board of Visitors, WVU Tech Foundation Board
Auditorium of the Leonard C. Nelson College of Engineering building

Thursday, March 18
5:15 pm
Members of the Greater Montgomery Community
Auditorium of the Leonard C. Nelson College of Engineering building

At these meetings, Provost Hurst will present an overview of WVU Tech’s five-year strategic planning process. Meeting participants will be encouraged to provide feedback and to sign up to participate in the development of goals, annual milestones, and action plans for each of the 7 strategic initiatives that comprise the strategic plan.

Strategic Planning

Process – Year 1

Early 2/2010: Provost and executive staff attend faculty assembly, classified staff, and student government association meetings, as well as meetings with members of the greater Montgomery community and WVU Tech alumni to:

Provide an overview of the 5 year strategic planning process;
Seek feedback about working drafts of WVU Tech’s Vision, Core Values, and Strategic Initiatives;
Introduce members of the executive staff who will lead each of the strategic initiative work groups; and
Enlist members of the community and alumni to serve on strategic initiative work groups to help shape 5 year goals, annual milestones, and annual action plans and to assess progress.

3/1/2010: Share refined WVU Tech Vision and Core Values

3/15/2010: Executive staff members convene 7 strategic initiative work groups

5/1/2010: Strategic initiative work groups submit three to five 5-year goals and annual milestones to support their strategic initiative

5/30/2010: Publish and distribute 2010-2015 Strategic Plan

6/1/2010: Strategic initiative work groups submit year-one action plans to attain year-one milestones

8/15/2010: Implementation and completion of year-one action plans

11/30/2011

1/15/2011: Executive staff members reconvene 7 strategic work groups to formulate processes to assess year-one action plan progress

3/15/2011: Strategic initiative work groups begin assessment of action plan progress

4/1/2011: Reaffirm WVU Tech Vision and Core Values

5/1/11: Strategic Initiative work groups recommend refinement of the 3-5 goals and annual milestones based on assessment of action plan progress

6/1/2011: Strategic initiative work groups submit year-two action plans for year-two milestones

8/15 – 11/30 2011: Implementation of year-two action plans

Strategic Planning

Process – Year 2

1/15/2012: Executive staff members reconvene strategic initiative work groups to formulate processes to assess year two-action plan progress

Strategic Planning

Process – Year 2 thru 5

The above annual planning process will be repeated for years 2 through 5. Throughout the process attention will be paid to assessing the progress toward the attainment of annual milestones. Annual milestones and goals may be adjusted as necessary throughout the process.