Meeting Summaries and Updates

October 10, 2013 – Strategic Planning Retreat

The President organized a retreat on October 10, 2013, at which attendees comprised of administrators, faculty, staff and students examined the current external environment of higher education nationally and regionally, and considered Concord’s response to that environment, initiated the development of Concord’s shared vision of the future, established deliverables under a proposed strategic planning process, determined stakeholder engagement, structure, process, and timeline for a strategic planning process, and examined the relationships between the strategic planning process and other planning initiatives at Concord University.

The attendees developed a shared vision of the University which included an expanded virtual presence, a healthier financial situation, an integrated campus culture, more faculty with an improved “fit”, continued quality of education, enhanced transparency and data availability, improved technology, and improved deployment of University resources to aid in student recruitment and retention.

A framework for accomplishing these goals was established including the creation of a Strategic Planning Committee and a Steering Committee which would explore the interests expressed by the Strategic Planning Committee.

February 4, 2014 – Strategic Planning Steering Committee and Full Committee Meeting

The Strategic Planning Steering Committee met to develop a plan of action for investigating the full Committee’s agenda. The full Strategic Planning Committee met in order to develop a shared future vision statement, introduce business models to test the future vision statements, confirm processes, deliverables, and timelines for the project, and confirm a communication plan.

February 5, 2014 – Campus Wide Launch Meeting

The Campus Wide Launch meeting presented the findings of the Strategic Planning Committee to the Concord University campus, shared the planned process with the campus community, and answered questions.

February 25th, 2014 – Strategic Planning Steering Committee Meeting

The Steering Committee met on Feb. 25 to discuss refining the shared future vision statement and to schedule future meetings to finalize a description of the scenarios defined by the Strategic Planning Committee on February 4th.

March 4th, 2014 – Strategic Planning Steering Committee Meeting

The Steering Committee Meeting met on March 4, 2014, to finalize the description of the shared future vision and the scenarios to be vetted and to plan the meeting schedule going forward.

March 13, 2014 – Strategic Planning Steering Committee Meeting

The Steering Committee began to plan the due diligence that it needed to perform to test and further define the goals and scenarios, including determining what is financially feasible. The Committee also agreed to research if other institutions are defining themselves as “career focused liberal arts” and, if so, how they are doing it. The Vice President of Business and Finance agreed to create a financial spreadsheet that allows the institution to compare different financial scenarios.

March 27, 2014 – Strategic Committee Steering Committee Meeting

The Steering Committee continued to perform its due diligence on the goals and scenarios, including defining “career focused liberal arts” and discussing how to create seamless educational pathways for Concord’s students.

April 4, 2014 – Strategic Committee Steering Committee Meeting

The Steering Committee continued to perform its due diligence on the goals and scenarios, including possible partnerships and ways to improve retention. It also planned for the upcoming meeting with the Full Committee and the campus-wide update meeting.

April 9, 2014 – Full Strategic Planning Committee Meeting

The Steering Committee updated the Full Committee on the goals, scenarios, and the status of the due diligence. The Full Committee provided comments and suggestions for planning and moving forward. A campus-wide meeting was held, updating campus constituents and discussing any questions or concerns.

April 21, 2014 – Strategic Planning Steering Committee Meeting

The Steering Committee met to hear and discuss a “due diligence” report on career focused liberal arts. A “town/gown” subgroup was created. The Steering Committee also planned milestone dates for going forward. Dates were also scheduled for the Chair to again report out to the Classified Staff Council, the Faculty Senate, and the Student Government Association.

April 30, 3014 – Strategic Planning Steering Committee Meeting

The Steering Committee heard reports from the various working groups about proposed tactics to achieve the goals and scenarios of the strategic plan. A work group was also established for possible off-site and virtual opportunities.

May 6, 2014 – Strategic Planning Steering Committee Meeting

The Steering Committee worked on Retention tactics and possible partnerships that would benefit Concord and its students. The Town/Gown work group gave a report on its discussions. The Committee also planned to list tactics for each strategic goal into a form matrix provided by Rick Staisloff.

May 13, 2014 – Strategic Planning Steering Committee Meeting

The Vice President of Business and Finance presented a financial strategic plan spreadsheet that allows the University to consider the effect of different financial variables such as total enrollment, housing and dining numbers, tuition, and personnel expenses. Additionally, the Retention work group reported on its discussions and recommendations.

May 20, 2014 – Strategic Planning Steering Committee Meeting

The Steering Committee heard reports from the various working groups about proposed tactics to achieve the goals and scenarios of the strategic plan. It also discussed the various tactics developed by the work groups for the matrices.

May 29, 2014 – Strategic Planning Steering Committee Meeting

The Steering Committee reviewed the matrices for the various strategic goals for a gap assessment, to determine reasonable metrics and assign responsibilities for these tactics.

June 10, 2014 – Strategic Planning Report to Board of Governors

The Board of Governors received an informational report on the status of strategic planning.

July 14, 2014 – Strategic Planning Steering Committee Meeting

The Steering Committee met to review the proposed tactics listed on the consolidated matrices regarding the various strategic goals.

July 28, 2014 – Strategic Planning Steering Committee Meeting

The Steering Committee met to review and discuss the amended consolidated matrices regarding the strategic goals.

August 15, 2014 – Strategic Planning Steering Committee Meeting

The Steering Committee met to discuss the amended matrices and the draft strategic report.

August 21, 2014 – Full Strategic Planning Committee Meeting

The Full Committee reviewed the draft strategic plan, received a report from the Steering Committee, and discussed the plan, including its scenarios and tactics.

FUTURE MEETINGS

September 9, 2014 – Full Strategic Planning Committee Meeting

The Full Committee will discuss any questions or issues of the plan that were raised by them after their August 21, 2014 meeting.

September 2014 – Campus Meetings and Presentation to the Board of Governors

The Plan will be presented and discussed at various campus meetings.

The Plan will be presented to the Board of Governors for review, discussion and consideration.

Last updated on Sep 8, 2014. Originally created on Feb 4, 2014. Report incorrect information.