Office of Strategic Planning & Assessment

Strategic Plan Beyond 2010

Planning Timeline

Dec 2 – Dec 3, 2008

  • Meet with Senior Staff, Governance Councils, Chairs of Governance Councils, Student Congress, Alicia Betsinger, Lynne Brody

Dec 08 –Jan 09

  • Interview Trustee Strategic Plan Members by phone

Dec 08

  • Draft Retreat Agenda

Jan 05, 2009

  • Conference Call to Schrum, Karr, King re:  Agenda

Jan 8, 2009

  • 10:00 a.m. – Noon
  • Meeting with Central Texas Leaders

Jan 29-30, 2009

  • Board of Trustees/Commission on Planning and Action Retreat

Feb 16, 2009

  • 9:00 a.m. – Noon
  • Meeting of Commission on Planning and Action – Connie McNab Room

Feb 16-18, 2009

  • Faculty Roundtable Discussions

Mar 12, 2009

  • 7:00 p.m.
  • Student Input Session -Connie McNab Room 

Mar 13, 2009

  • 8:30 a.m.–9:30 a.m.
  • DEC Discussion – Dan Rather Room
  • 10:00 a.m. – 11:30 a.m.
  • Staff Roundtable Discussion - Marsha Room

  • Noon – 4:00 p.m.
  • Meeting of Commission on Planning and Action  (Lunch included) – Connie McNab Room  

Mar 26-27, 2009

  • Board of Trustees Meeting

Apr 17, 2009

  • 9:00 a.m. – 3:00 p.m.
    • Board of Visitors Meeting

Apr 19, 2009

  • 12:30 p.m.
    • Alumni Roundtable Discussion - Dan Rather or Ballroom - TBD
  • 6:00 p.m.
    • Student Information Session - Connie McNab Room

Apr 20, 2009

  • 9:00 a.m. – Noon
  • Meeting of Commission on Planning and Action – Connie McNab Room
  • Form Subgroups

May 11-Aug 14, 2009

  • Work of subgroups

Aug 20, 2009

  • President’s State of the University Address

Aug. 24, 2009

  • 4:00 p.m. - 7:30 p.m.
    Begin Fall Retreat with a working Dinner -  Presentations of Summer Group Work -
    Connie McNab Room

Aug 25, 2009

  • 1:00 p.m. – 7:00 p.m.
    Fall Retreat of Commission on Planning and Action to review summer subgroup work (Dinner included) –
    Connie McNab Room

Aug 25 – Sep 22, 2009

  • Creation of Preliminary Draft

Sep 22, 2009

  • 4:00 p.m.
    • Present Update on the Strategic Planning Process to University Council

Sep 23, 2009

  • Faculty Discussion of Strategic Directions

Sep 24, 2009

  • 1:00–4:00 p.m.
    • Meeting of Commission on Planning and Action to Review the Preliminary Draft -  Connie McNab Room

Oct 21, 2009

  • 1:00–5:00 p.m.
    • Meeting of Commission on Planning and Action to Review the Preliminary Draft -  Howry Center

Oct 29-30, 2009

  • 29th - Distribute Draft Strategic Plan to faculty, staff, student congress, alumni council, and board of visitors
  • 29th - Distribtue Draft Strategic Plan to board of trustees
  • 30th - Board of Trustees Information Session discussion of Draft Strategic Plan

Nov 2009 - Discussion of the Draft Strategic Plan 

  • Wed., Nov 11, 9:00 a.m. - 10:30 a.m. - Faculty Session, Lynda Ballroom
  • Wed., Nov 11, 10:30 a.m - 12:00 p.m. - Staff Session, Lynda Ballroom
  • Mon., Nov 16, 8:00 a.m. - 9:30 a.m. - Faculty Session, Connie Ballroom
  • Tues., Nov 17, 11:00 a.m. - Student Body Forum, Bishops Lounge
  • Tues., Nov 24, 2:30 p.m. - 4:00p.m. - Staff Session, Connie Ballroom

Dec 2009 - Discussion of the Draft Strategic Plan

  • Wed,. Dec 2, 6:30 p.m. - 8:00 p.m. - Student Session, Lynda Ballroom
  • Mon., Dec. 7, 3:30 p.m. - 4:30 p.m. - Faculty Session, Lynda Ballroom
  • Thurs., Dec 10, 8:30 a.m. - 10:00 a.m. - Staff Session, Lynda Ballroom
  • Thurs., Dec 10, 12:00 noon AND 4:00 p.m. - Alumni Sessions, via Conference Call
  • Tues., Dec, 15, 12:00 p.m - 1:00 p.m. - Faculty Session, Dan Rather Room

Jan 2010 - Discussion of the Draft Strategic Plan

  • Wed., Jan. 6, 1:00 p.m. - 2:30 p.m. - Staff Session, Lynda Ballroom
  • Thurs., Jan 7, 10:00  a.m. - Alumni Session, via Conference Call
  • Wed., Jan 13, 2:00  p.m. - Alumni Session, via Conference Call
  • Thurs., Jan. 14, 12:30 p.m. - 2:00 p.m. - Faculty Session, Roy Shilling Room
  • Tues., Jan. 19, 8:00 p.m. - Student Session, Korouva Milk Bar
  • Fri., Jan. 22, 8:00 a.m. - 9:30 a.m. - Faculty Session, Lynda Ballroom
  • Fri., Jan. 22, 10:00 a.m - 11:30 a.m. - Staff Session, Lynda Ballroom
  • Fri., Jan, 22, 3:00 p.m - 4:30 a.m. - Faculty Session, Lynda Ballroom

Jan 25, 2010

  • 9:30 - 11:30 a.m. 
    • Meeting of Commission on Planning and Action  -  via conference call

January 29, 2010

  • Commission on Planning and Action Meeting

February 2, 2010

  • Academic Department Chairs meet

February 8 - 12, 2010

  • Elaine revises draft based on feedback from all constituent groups

February 9, 2010

  • University Council meets – Strategic Plan update

February 16, 2010

  • Commission reviews and approves 2nd Draft via conference call with Elaine

February 19, 2010

  • Distribute The Plan to the University community

February 23, 2010

  • (11:00 a.m.) – Faculty meeting – Presentation and Q&A on The Plan [Jake and CPA faculty to lead]

February 24, 2010

  • (10:00 a.m.) – non-Executive Committee Trustees conference call - Presentation and Q&A on The Plan

 February 26, 2010

  • (12 noon) – Staff Affairs Council – Presentation and Q&A on The Plan [Jake, Arden and Kimele to lead]

March 1, 2010

  • Trustee Executive Committee conference call – review Spring Committees agenda and Presentation and Q&A on The Plan

March 2, 2010

  • (11:00 a.m.) – Faculty meeting – Presentation and Q&A on The Plan [Jake and CPA faculty to lead]
  • (6:00 p.m.) – Student Congress – Presentation and Q&A and Vote on The Plan [Jake, Jerry, Leah and Matt to lead]

March 5 – 9, 2010

  • Staff – Vote on the Plan

March 9, 2010

  • (4:00 p.m.) –University Council meeting – Vote on the Plan

March 12 – 19, 2010

  • SPRING BREAK

March 23, 2010

  • (11:00 a.m.) – Faculty meeting: Vote on the plan

March 26, 2010

  • Board of Trustees consideration of new Strategic Plan

Planning Menu

Contact us:

Southwestern University
Strategic Planning & Assessment
P.O. Box 770,
Georgetown, TX 78627-0770
schutzn@southwestern.edu

The Office of Strategic Planning & Assessment is located on the first floor of the Cullen Building.