Western State Colorado University Intercollegiate Athletics Policies ...
Western State Colorado University Department of
Intercollegiate Athletics Policies, Procedures and Plans (3P) Manual Section: Plan – Strategic Planning Process Last revised and updated and revised June 10, 2016
Scope of Consideration By order of the President of Western State and their designee the Athletics Department of Western State shall develop and maintain a department-specific strategic plan which further addresses, at minimum the following broad topics: 1. Development a. Including at minimum: i. Fundraising ii. Community / alumni engagement iii. Event attendance 2. Program Integrity a. Including at minimum: i. Fiscal responsibility ii. Compliance iii. Gender, Diversity and Inclusion plans 3. Academic Excellence and Student-Athlete Personal Development a. Including at minimum: i. Academic success ii. Student-athlete development 4. Demonstrating Value to University and Community a. Including at minimum: i. Benefits ii. Alignment with Western State strategic plan 5. Competitive Success a. Including at minimum: i. Program Development ii. Personnel iii. Facilities
2
Timeline of Plan Development Stage Purpose Statement Development
Step
Facilitator
Audience
Notes
Start Date
Conduct survey to align Athletic Department Purpose with Institutional Mission
Carmichael
Broad Audience: Athletic Department; MAA Board; SAAC; Extended Cabinet; IAC
Tool = Survey Monkey
Completed
Completed
Strategic Planning Committee (SPC) Meeting
Carmichael
Completed
Completed
PSTF works on individual drafts of Purpose Statement (PS)
PSTF Chair
6/1/2016
6/10/2016
PSTF Meeting
PSTF Chair
6/10/2016
6/16/2016 (in person meeting)
Review of PSTF Submission
PSTF Chair
6/16/2016
6/23/2016
SPC Meeting
Carmichael
6/27/16 (in person meeting)
6/27/16 (in person meeting)
Review of SPC Submission
Carmichael
Outcome = Receive overview of process; appoint Purpose Statement Task Force (PSTF); PSTF receives guidance documents Tool = Collaborate; Outcome = drafts ready for review at first PSTF Meeting Outcome = Single agreed upon draft published to SPC Tool = Collaborate; Outcome = Edits and suggestions from SPC members Outcome = Publish draft of revised agreed upon PS draft; Tool = email Outcome = Edits and suggestions
6/28/2016
7/5/2016
SPC
Broad Audience
3
End Date
from Broad Audience
Analysis & Assumptions Development
PSTF Meeting
PSTF Chair
Review of PSTF ReSubmission
PSTF Chair
SPC Meeting
Carmichael
Review of SPC ReSubmission
Carmichael
SPC Meeting
Carmichael
Publish PS to www.gomountaineers.com
Finke
SPC Meeting
Carmichael
Broad Audience
Outcome = Make final revisions to PS and Publish to SPC Outcome = Edits and suggestions from SPC members; Tool = Collaborate Outcome = Resubmit agreed upon draft to Broad Audience for secondary review Outcome = Edits and suggestions from Broad Audience Outcome = Finalize PS; Planning Notes = Longer meeting (bridging to next step)
Public
7/7/2016 (in person meeting)
7/8/2016
7/15/2016
7/18/2016 (in person meeting)
7/18/2016 (in person meeting)
7/18/2016
7/25/2016
7/29/2016 (in person meeting)
7/29/2016 (in person meeting)
7/29/2016
Outcome = Receive charge, training, review samples; Appoint Analysis & Assumptions Task Force (AATF); Planning
4
7/7/2016 (in person meeting)
8/10/2016 (in person meeting)
8/10/2016 (in person meeting)
Notes = Longer meeting
AATF Meeting
AATF Chair
SWOT Administered
AATF Chair
AATF Meeting
AATF Chair
Publish AA Draft
AATF Chair
AATF Meeting
AATF Chair
SPC Meeting
Carmichael
Broad Audience
Broad Audience
5
Outcome = Strengths, Weaknesses, Opportunities, Threats (SWOT) Assessment for Department finalized and made production worthy Outcome = SWOT input received from Broad Audience; Tool = Survey Monkey Outcome = Review of SWOT Data; Integration of SWOT Data and AATF informational points; Finalization of AA Draft Outcome = Edits and suggestions from Broad Audience Outcome = Make final revisions to AA and Publish to SPC Outcome = Finalize AA; Planning Notes = Longer meeting
8/15/2016 (in person meeting)
8/15/2016 (in person meeting)
8/22/2016
9/5/2016
9/8/2016 (in person meeting)
9/8/2016 (in person meeting)
9/15/2016
9/19/2016
9/22/2016 (in person meeting)
9/22/2016 (in person meeting)
9/26/2016 (in person meeting)
9/26/2016 (in person meeting)
(bridging to next step)
Objectives Development
Publish AA to www.gomountaineers.com
Finke
SPC Meeting
Carmichael
Publish Draft of Objectives
SPC Members
SPC Meeting
Carmichael
Publish SPC Draft of Objectives
Carmichael
SPC Meeting
Carmichael
Publish Objectives to www.gomountaineers.com
Finke
Public
SPC
Broad Audience
Public
6
6/2/2015
Outcome = Receive charge, training, review samples; Planning Notes = Longer meeting Outcome = Each SPC member will publish at least three objectives in line with PS & AA; Tool = Collaborate Outcome = Finalize agreed upon draft of Objectives Outcome = Edits and suggestions from Broad Audience Outcome = Finalize Objectives; Planning Notes = Longer meeting (bridging to next step)
9/26/2016 (in person meeting)
9/26/2016 (in person meeting)
9/26/2016
10/10/2016
10/13/2016 (in person meeting)
10/13/2016 (in person meeting)
10/13/2016
10/27/2016
10/31/2016 (in person meeting)
10/31/2016 (in person meeting)
11/1/2016
Strategy & Operational Plans Development
Evaluation & Control
SPC Meeting
Carmichael
SPC Brainstorming
SPC Members
SPC Retreat
Carmichael
Review S&O Plans
Carmichael
SPC Meeting
Carmichael
Publish S&O Plans to www.gomountaineers.com
Finke
SPC Meeting
Carmichael
SPC Members Submit Concepts
SPC Members
Broad Audience
Outcome = Receive charge, training, review samples; Planning Notes = Longer meeting Outcome = Preparation for SPC Retreat Outcome = Draft of S&O Plans; Planning Notes = full day meeting Outcome = Edits and suggestions from Broad Audience Outcome = Finalize S&O Plans; Planning Notes = Longer meeting (bridging to next step)
Public
SPC
7
10/31/2016 (in person meeting)
10/31/2016 (in person meeting)
10/31/2016
11/14/2016
11/16/2016 (in person meeting)
11/16/2016 (in person meeting)
11/17/2016
12/1/2016
12/5/2016 (in person meeting)
12/5/2016 (in person meeting)
12/6/2016
Outcome = Receive charge, training, review samples; Planning Notes = Longer meeting Outcome = Suggested E&C directives
12/5/2016 (in person meeting)
12/5/2016 (in person meeting)
12/5/2016
12/14/2016
submitted to SPC
Overall Review of SP
SPC Meeting
Carmichael
Review E&C Plans
Carmichael
SPC Meeting
Carmichael
Publish E&C Plans to www.gomountaineers.com
Finke
Public
Host Athletic Convocation
Carmichael
Open up survey for feedback
Carmichael
Current studentathletes; Broad Audience Public
SPC Meeting
Carmichael
Finalize Publication of SP to Web
Finke
Broad Audience
Public
8
Outcome = Draft E&C
12/15/2016 (in person meeting)
12/15/2016 (in person meeting)
Outcome = Edits and suggestions from Broad Audience Outcome = Finalize E&C
12/16/2016
12/30/2016
1/4/2017 (in person meeting)
1/4/2017 (in person meeting)
1/5/2017
Outcome = Additional Feedback on Overall SP
1/4/2017 (in person meeting)
1/4/2017 (in person meeting)
Outcome = Additional Feedback on Overall SP Outcome = Finalized Plan
1/5/2017
1/19/2017
1/23/2017 (in person meeting)
1/23/2017 (in person meeting)
Intercollegiate Athletics Policies, Procedures and Plans (3P) Manual Section: Plan – Strategic Planning Process Last revised and updated and revised June 10, 2016
Scope of Consideration By order of the President of Western State and their designee the Athletics Department of Western State shall develop and maintain a department-specific strategic plan which further addresses, at minimum the following broad topics: 1. Development a. Including at minimum: i. Fundraising ii. Community / alumni engagement iii. Event attendance 2. Program Integrity a. Including at minimum: i. Fiscal responsibility ii. Compliance iii. Gender, Diversity and Inclusion plans 3. Academic Excellence and Student-Athlete Personal Development a. Including at minimum: i. Academic success ii. Student-athlete development 4. Demonstrating Value to University and Community a. Including at minimum: i. Benefits ii. Alignment with Western State strategic plan 5. Competitive Success a. Including at minimum: i. Program Development ii. Personnel iii. Facilities
2
Timeline of Plan Development Stage Purpose Statement Development
Step
Facilitator
Audience
Notes
Start Date
Conduct survey to align Athletic Department Purpose with Institutional Mission
Carmichael
Broad Audience: Athletic Department; MAA Board; SAAC; Extended Cabinet; IAC
Tool = Survey Monkey
Completed
Completed
Strategic Planning Committee (SPC) Meeting
Carmichael
Completed
Completed
PSTF works on individual drafts of Purpose Statement (PS)
PSTF Chair
6/1/2016
6/10/2016
PSTF Meeting
PSTF Chair
6/10/2016
6/16/2016 (in person meeting)
Review of PSTF Submission
PSTF Chair
6/16/2016
6/23/2016
SPC Meeting
Carmichael
6/27/16 (in person meeting)
6/27/16 (in person meeting)
Review of SPC Submission
Carmichael
Outcome = Receive overview of process; appoint Purpose Statement Task Force (PSTF); PSTF receives guidance documents Tool = Collaborate; Outcome = drafts ready for review at first PSTF Meeting Outcome = Single agreed upon draft published to SPC Tool = Collaborate; Outcome = Edits and suggestions from SPC members Outcome = Publish draft of revised agreed upon PS draft; Tool = email Outcome = Edits and suggestions
6/28/2016
7/5/2016
SPC
Broad Audience
3
End Date
from Broad Audience
Analysis & Assumptions Development
PSTF Meeting
PSTF Chair
Review of PSTF ReSubmission
PSTF Chair
SPC Meeting
Carmichael
Review of SPC ReSubmission
Carmichael
SPC Meeting
Carmichael
Publish PS to www.gomountaineers.com
Finke
SPC Meeting
Carmichael
Broad Audience
Outcome = Make final revisions to PS and Publish to SPC Outcome = Edits and suggestions from SPC members; Tool = Collaborate Outcome = Resubmit agreed upon draft to Broad Audience for secondary review Outcome = Edits and suggestions from Broad Audience Outcome = Finalize PS; Planning Notes = Longer meeting (bridging to next step)
Public
7/7/2016 (in person meeting)
7/8/2016
7/15/2016
7/18/2016 (in person meeting)
7/18/2016 (in person meeting)
7/18/2016
7/25/2016
7/29/2016 (in person meeting)
7/29/2016 (in person meeting)
7/29/2016
Outcome = Receive charge, training, review samples; Appoint Analysis & Assumptions Task Force (AATF); Planning
4
7/7/2016 (in person meeting)
8/10/2016 (in person meeting)
8/10/2016 (in person meeting)
Notes = Longer meeting
AATF Meeting
AATF Chair
SWOT Administered
AATF Chair
AATF Meeting
AATF Chair
Publish AA Draft
AATF Chair
AATF Meeting
AATF Chair
SPC Meeting
Carmichael
Broad Audience
Broad Audience
5
Outcome = Strengths, Weaknesses, Opportunities, Threats (SWOT) Assessment for Department finalized and made production worthy Outcome = SWOT input received from Broad Audience; Tool = Survey Monkey Outcome = Review of SWOT Data; Integration of SWOT Data and AATF informational points; Finalization of AA Draft Outcome = Edits and suggestions from Broad Audience Outcome = Make final revisions to AA and Publish to SPC Outcome = Finalize AA; Planning Notes = Longer meeting
8/15/2016 (in person meeting)
8/15/2016 (in person meeting)
8/22/2016
9/5/2016
9/8/2016 (in person meeting)
9/8/2016 (in person meeting)
9/15/2016
9/19/2016
9/22/2016 (in person meeting)
9/22/2016 (in person meeting)
9/26/2016 (in person meeting)
9/26/2016 (in person meeting)
(bridging to next step)
Objectives Development
Publish AA to www.gomountaineers.com
Finke
SPC Meeting
Carmichael
Publish Draft of Objectives
SPC Members
SPC Meeting
Carmichael
Publish SPC Draft of Objectives
Carmichael
SPC Meeting
Carmichael
Publish Objectives to www.gomountaineers.com
Finke
Public
SPC
Broad Audience
Public
6
6/2/2015
Outcome = Receive charge, training, review samples; Planning Notes = Longer meeting Outcome = Each SPC member will publish at least three objectives in line with PS & AA; Tool = Collaborate Outcome = Finalize agreed upon draft of Objectives Outcome = Edits and suggestions from Broad Audience Outcome = Finalize Objectives; Planning Notes = Longer meeting (bridging to next step)
9/26/2016 (in person meeting)
9/26/2016 (in person meeting)
9/26/2016
10/10/2016
10/13/2016 (in person meeting)
10/13/2016 (in person meeting)
10/13/2016
10/27/2016
10/31/2016 (in person meeting)
10/31/2016 (in person meeting)
11/1/2016
Strategy & Operational Plans Development
Evaluation & Control
SPC Meeting
Carmichael
SPC Brainstorming
SPC Members
SPC Retreat
Carmichael
Review S&O Plans
Carmichael
SPC Meeting
Carmichael
Publish S&O Plans to www.gomountaineers.com
Finke
SPC Meeting
Carmichael
SPC Members Submit Concepts
SPC Members
Broad Audience
Outcome = Receive charge, training, review samples; Planning Notes = Longer meeting Outcome = Preparation for SPC Retreat Outcome = Draft of S&O Plans; Planning Notes = full day meeting Outcome = Edits and suggestions from Broad Audience Outcome = Finalize S&O Plans; Planning Notes = Longer meeting (bridging to next step)
Public
SPC
7
10/31/2016 (in person meeting)
10/31/2016 (in person meeting)
10/31/2016
11/14/2016
11/16/2016 (in person meeting)
11/16/2016 (in person meeting)
11/17/2016
12/1/2016
12/5/2016 (in person meeting)
12/5/2016 (in person meeting)
12/6/2016
Outcome = Receive charge, training, review samples; Planning Notes = Longer meeting Outcome = Suggested E&C directives
12/5/2016 (in person meeting)
12/5/2016 (in person meeting)
12/5/2016
12/14/2016
submitted to SPC
Overall Review of SP
SPC Meeting
Carmichael
Review E&C Plans
Carmichael
SPC Meeting
Carmichael
Publish E&C Plans to www.gomountaineers.com
Finke
Public
Host Athletic Convocation
Carmichael
Open up survey for feedback
Carmichael
Current studentathletes; Broad Audience Public
SPC Meeting
Carmichael
Finalize Publication of SP to Web
Finke
Broad Audience
Public
8
Outcome = Draft E&C
12/15/2016 (in person meeting)
12/15/2016 (in person meeting)
Outcome = Edits and suggestions from Broad Audience Outcome = Finalize E&C
12/16/2016
12/30/2016
1/4/2017 (in person meeting)
1/4/2017 (in person meeting)
1/5/2017
Outcome = Additional Feedback on Overall SP
1/4/2017 (in person meeting)
1/4/2017 (in person meeting)
Outcome = Additional Feedback on Overall SP Outcome = Finalized Plan
1/5/2017
1/19/2017
1/23/2017 (in person meeting)
1/23/2017 (in person meeting)
