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The IU Principles of Excellence. Susan Moke Director of Communications . Vic Borden Senior Advisor. IU Communications & Marketing Conference January 19, 2011. Overview. Strengths, opportunities and challenges an interactive task
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The IU Principles of Excellence Susan Moke Director of Communications Vic Borden Senior Advisor IU Communications & Marketing Conference January 19, 2011
Overview • Strengths, opportunities and challenges • an interactive task • Strategic planning in higher education and at Indiana University • History and context • The Principles of Excellence • How they came about • Implications for campus communications • Discussion
Strengths, Opportunities & Challenges • On the worksheet, (individually) identify the most important • Distinctive Strengths (internal characteristics) • Opportunities (external exigencies) • Challenges (internal weaknesses and external threats) That characterize your campus • Discuss among your group what you have each identified, looking for common threads in the “IU Experience”
Strategic Planning • Where an organization intends to go over a pre-determined period of time • How it plans to get there – what it needs to do to get there • How it will know if it got there, or if it’s on the right path
Strategic Planning in Higher Education • Associated with rise of “managerial administration” over “collegial administration” • Seminal publication: Academic Strategy by George Keller (1983) • Public universities private enterprise • Prototypical model: what a new president initiates after an initial “listening” period • Varying approaches
Common Approaches • Basic • Mission, vision, values, goals, approaches/strategies, action plans, monitoring • Issue/Goal-based • SWOT, ID priorities, strategies, update mission/vision, action plans, operational plans • Alignment • Clarify mission, programs, resources, what works well what doesn’t, adjustments to the latter • Scenario • ID External forces, future scenarios (best case/worst case), strategies to respond to change • “Organic” (self-organizing) • Take stock of what you are doing and the goals and objectives that underlie those programs and actions, make it more coherent, focus on learning for improvement
Strategic Planning at IU • Occurs at many levels • Campus • School • Department/program • The Principles of Excellence • An emergent, university-wide umbrella for quality, coherence and alignment
Recent History of Strategic Planning at IU Strategic Directions Charter 1994-99 Brand administration Vision: To become America’s New Public University Strengths: IU’s values and traditions of excellence Opportunities: IU’s diversity & unity Challenges: Sustaining excellence in an era of change • Add your section here
Recent History of Strategic Planning at IU Strategic Directions • Organic approach • 8 Taskforces: 250 IU constituents • Democratic, messy, inefficient, complex, controversial • $25M in seed funding • Strategic planning at the campus level
Mission Differentiation Herbert Administration 2002-2007 A response to state initiatives Alignment approach Articulation of goals Clarified/updated mission for campuses Stimulated new strategic planning at campus level • Add your section here
The Principles of Excellence • McRobbie Administration • Distillation of principles articulated in Inaugural and State of the University addresses • Vision: To be one of the great research universities of the 21st century
The Principles of Excellence • Issue/Goal based • Builds on key elements of existing strategic plans • PoE Components • 6 Principles • Framework • Strategies • Initiatives • Metrics • A work in progress
PoE Metrics • Goal: A few good measures for each Principle • Examples • The best academic programs • Number of top ranked graduate programs at IUB and IUPUI compared to peers • NSSE Benchmarks: Academic Challenge; Active and Collaborative Learning • Academic success and completion • Degrees and certificates conferred • Graduation rates • On-time completion and median time to degree
PoE Metrics • Examples, cont. • An Excellent Faculty • Significant Award/Recognitions • Publication rate and citation impact of faculty • Historical trend in diverse faculty hiring, retention, and promotion • The International Dimension of Excellence • Global Education: Title IV Language Centers, Languages taught, and internationally related courses taught and degrees conferred • International students studying at IU and IU students studying abroad • Faculty Activity: Faculty international grants, and travel; internationally-related research and sponsored programs
Implications for Campus Communications • How do the Principles of Excellence and our campus plans align? • How can we leverage both to clarify our messages, improve public perceptions, and promote support?