Stephen F. Austin State University

Timeline & Progress

BACKGROUND

Activity Description Leadership Date(s)
New plan proposal requested A proposed update to the expiring "Strategic Plan 2013: Preparing for the Future" was presented to the Academic and Student Affairs Committee of the Board of Regents during their January meeting. Board considers and tables the update - requests a more comprehensive plan. Board of Regents

January 27, 2014

Ad-hoc board committee Ad-hoc committee of regents appointed by board chair to collaborate with administration on development of new comprehensive plan proposal. Dr. Steve Westbrook was appointed to serve as administrative liaison to this committee and to chair the project. Ensuing discussions establish an extended planning horizon and decision to engage with an experienced planning facilitator to assist with the expanded process. Board of Regents

January 28 - May 9, 2014

Extension of 2008-13 plan

At a called meeting of the Board of Regents, the effective date of "Strategic Plan 2013: Preparing for the Future" was extended until the adoption of a new plan

[Board Order 14-28]

Board of Regents May 9, 2014
Selection of planning facilitator After review of responses to a request for qualifications, Dr. Patrick (Pat) Sanaghan was selected to assist with the expanded planning process.

Ad-hoc Board Planning Committee

May 10, 2014

Sanaghan campus visit

Pat Sanaghan visits the campus, meeting with members of board's ad-hoc committee, members of the faculty senate, staff, students, members of the original planning committee and the president's cabinet

Pat Sanaghan

Steve Westbrook

June 27, 2014
Co-chairs appointed

Dr. Dana Cooper appointed to serve as a co-chair of the expanded/extended planning effort

President Pattillo June 30, 2014
Board of Regents update Board of Regents were updated at quarterly meeting regarding the selection of Dr. Sanaghan as facilitator and were provided an outline of the collaborative strategic planning process

Steve Westbrook

Dana Cooper

July 28, 2014
PHASE ONE: Getting Organized (August 11 - September 19)
Orientation for prospective strategic planning team (SPT) members

Series of luncheon meetings to brief prospective SPT members regarding the collaborative strategic planning process

[SPT Orientation presentation]

Steve Westbrook

Dana Cooper

August 11, 13, and 19, 2014
Appointment of SPT

SPT members officially appointed by the president

[List of SPT members]

President Pattillo August 26, 2014
SPT organizational meeting Initial meeting of the SPT for introductions and material distribution

Steve Westbrook

Dana Cooper

September 12, 2014
SPT training Two-day training retreat for SPT members

Pat Sanaghan

Steve Westbrook

Dana Cooper

September 18-19, 2014
PHASE TWO: Engagement and Data Gathering (September 18 - November 20)

SPT Carousel SWOT analysis session

Participants: 38

The Strategic Planning Team participated in an analysis of institutional strengths, weaknesses, opportunities and threats using a carousel meeting design.

Report posted on the Data Gathering Results page.

Pat Sanaghan

Steve Westbrook

Dana Cooper

September 18, 2014

SPT Accomplishments exercise session

Participants: 38

The Strategic Planning Team participated in an Accomplishments exercise.

Report posted on the Data Gathering Results page.

Pat Sanaghan

Steve Westbrook

Dana Cooper

September 18, 2014

SPT Interview Design session

Participants: 38

The Strategic Planning Team participated in an Interview design exercise.

Report posted on the Data Gathering Results page.

Pat Sanaghan

Steve Westbrook

Dana Cooper

September 18, 2014

SPT Cascading Agreement design session

Participants: 38

The Strategic Planning Team participated in a Cascading Agreement design exercise.

Report posted on the Data Gathering Results page.

Pat Sanaghan

Steve Westbrook

Dana Cooper

September 18, 2014

Student Employee session

Participants: 58

Student employees in the Campus Recreation participated in a Interview design session.

Report posted on the Data Gathering Results page.

Theresa Coble

Ken Morton

October 5, 2014

Student Leader session

Participants: 50

Student leaders attending "The Gathering" leadership retreat participated in a SWOT analysis using a Carousel meeting design.

Report posted on the Data Gathering Results page.

Robbie Steward

Adam Peck

October 6, 2014

SFA 101 Class students session #1

Participants: 22

SFA 101 class members were engaged in a carousel design session to gain input using standard questions. Report posted on the Data Gathering Results page.

Todd Brown

Rob McDermand

October 6, 2014

SFA 101 Class students session #2

Participants: 22

SFA 101 class members were engaged in a carousel design session to gain input using standard questions. Report posted on the Data Gathering Results page.

Todd Brown

Rob McDermand

October 8, 2014

Students Representing Ten Majors

Participants: 24

Students representing majors in Geography, Spatial Science, Music Performance, Creative Writing, Art, Sociology, Social Work, Modern Languages, English, Theatre were engaged in an interview with open discussion. Report posted on the Data Gathering Results page.

Piero Fenci

Debbie Kiesel

October 8 & 9, 2014

Staff session

Participants: 18

Program directors and coordinators from departments within the University Affairs division participated in a Cascading Agreement session.

Report posted on the Data Gathering Results page.

Theresa Coble

Ken Morton

October 9, 2014

SFA 101 Class students session #3

Participants: 22

SFA 101 class members were engaged in a carousel design session to gain input using standard questions. Report posted on the Data Gathering Results page.

Todd Brown

Rob McDermand

October 13, 2014

Liberal & Applied Arts Faculty session

Participants: 108

Responses: 20

Faculty in the College of Liberal and Applied Arts were engaged with a survey to seek input into the planning process. Report posted on the Data Gathering Results page.

Shirley Luna

Sudeshna Roy

October 13, 2014

PPD Employees session

Participants: 40

Employees from Physical Plant, jobs ranging from Level I Workers to Forepersons/Supervisors to Associate Director (Custodial, HVAC and Electrical, Gardeners and Arborists, Building Trades, Garbage, Heavy Equipment, Transportation) were engaged in a interview session with open discussion. Report posted on the Data Gathering Results page.

Piero Fenci

Debbie Kiesel

October 14 & 16, 2014

SFA Student-Athlete Advisory Council

Participants: 20

Members of the SFA Student-Athlete Advisory Council (SAAC) were engaged in a carousel design session to gain input using standard questions. Report posted on the Data Gathering Results page.

Todd Brown

Rob McDermand

October 15, 2014

Staff session

Participants: 6

Additional program directors and coordinators from departments within the University Affairs division participated in a Cascading Agreement session.

Report posted on the Data Gathering Results page.

Theresa Coble

Ken Morton

October 16, 2014

Academic Department Chairs session #1

Participants: 14

Academic department chairs were asked to respond to a survey. Report posted on the Data Gathering Results page.

Janice Hensarling

David Justus

October 10-17, 2014

Academic Department Chairs session #2

Participants: 12

A focus group was conducted with academic department chairs. Report posted on the Data Gathering Results page.

Janice Hensarling

David Justus

October 17, 2014

SFA 101 Students

Participants: 42

Students from two SFA 101 sections were engaged in a carousel design input session. Report posted on the Data Gathering Results page.

Angela Bacarisse

Randy McDonald

October 20, 2014

SFA 101 Instructors session

Participants: 29

SFA 101 instructors were engaged in a SWOT analysis using a carousel design session. Report posted on the Data Gathering Results page.

Monique Cossich

Debbie Sellman

October 21, 2014

Deans Forum

Participants: 6

Academic deans and the library director were engaged with a survey followed up by a focus group. Report posted on the Data Gathering Results page.

Janice Hensarling

David Justus

October 22, 2014

Graduate Students in Accounting session

Participants: 31

A carousel design session was conducted with graduate students in the Accounting program. Report posted on the Data Gathering Results page.

Robin Johnson

Kelly Noe

October 22, 2014

Faculty Who Address Issues of Diversity

Participants: 13

A carousel design session using standard questions was conducted with faculty members who work on issues of diversity. Report posted on the Data Gathering Results page.

Gene Moon

Jannah Nerren

October 22, 2014

Chamber of Commerce session

Participants: 25

A carousel design engagement session was conducted with the Nacogdoches County Chamber of Commerce. Report posted on the Data Gathering Results page.

Robbie Steward

Adam Peck

October 23, 2014

SFA ROTC Cadets session

Participants: 23

ROTC Cadets were engaged with an interview session. Report posted on the Data Gathering Results page.

Justin Blount

John Calahan

October 24, 2014

Alumni session

Participants: 35

A survey was provided to members of the Alumni Association seeking input. Report posted on the Data Gathering Results page.

Kim Childs

Craig Turnage

October 13-25, 2014

City Administrative Leadership

Participants: 12

Members of the City of Nacogdoches Administrative Leadership team were engaged in a SWOT analysis using a carousel design session. Report posted on the Data Gathering Results page.

Paul Davis

George Franks

October 27, 2014

COE Faculty

Participants: 12

Faculty members in the College of Education were invited to respond to an engagement survey. Report posted on the Data Gathering Results page.

Sudeshna Roy

Shirley Luna

October 29, 2014

Human Services Departmental Advisory Council

Participants: 22

Members of the Human Services Advisory Council participated in a carousel session using standard questions - follow-up interviews were conducted. Report posted on the Data Gathering Results page. Robbie Steward October 27-29, 2014

Bank Executives from BancorpSouth

Participants: 10

Executives from the Nacogdoches branch of BancorpSouth were engaged in a focus group to gain input. Report posted on the Data Gathering Results page.

Todd Brown

Rob McDermand

October 30, 2014

Trends in Higher Education Technology

Presentation

Participants: 27

The members of the Strategic Planning Team participated in a presentation focusing on technology change and its impact on higher education. The presentation as conducted by Dr. Jan-Martin Lowendahl, a Research VP with Gartner Research whose focuses on higher education governance, strategy and emerging technology trends.

Dana Cooper

Steve Westbrook

October 31, 2014

New Faculty Members

Participants: 26

New faculty members were engaged with a survey to gain input. Report posted on the Data Gathering Results page.

J.D. Salas

Megan Weatherly

October 31, 2014

Administrative and Academic Staff

Participants: 56

Two sessions were conducted in late October with Administrative and Academic staff members. There were 29 participants in the first session and 27 in the second. Report posted on the Data Gathering Results page.

Freddie Avant

Steven Bullard

Late October

Faculty Members of the College Councils

Participants: 75

Members of the Councils within each of the six Colleges were engaged by interview and open discussion. Report posted on the Data Gathering Results page.

Norjuan Austin

Brian Beavers

Throughout October

Nacogdoches Economic Development Corporation (NEDCO)

Participants: 14

Members of the Executive Board of the Nacogdoches Economic Development Corporation (NEDCO) were engaged in a carousel design session. Report posted on the Data Gathering Results page.

Justin Blount

John Calahan

November 4, 2014

External Stakeholders and Experts

Participants: 7

Tenured faculty members from the University of Florida, University of Maine, University of Minnesota, University of Montana, University of Wyoming, West Virginia University, and a research program manager for the National Park Service's Cooperative Ecosystems Study Unit were engaged in a virtual focus group. Report posted on the Data Gathering Results page.

Theresa Coble

Ken Morton

November 4, 2014

Student members of Beta Alpha Psi

Participants: 50

Student members (sophomore - graduate) were engaged with a carousel session. Report posted on the Data Gathering Results page.

Robin Johnson

Kelly Noe

November 6, 2014

Transfer Students

Participants: 97

Transfer students were engaged with a survey to gain input. Report posted on the Data Gathering Results page.

Monique Cossich

Debbie Sellman

November 6, 2014

Community Bankers

Participants: 8

Bank executives were engaged in a focus group during their regular weekly meeting. Report posted on the Data Gathering Results page.

Todd Brown

Rob McDermand

November 7, 2014

University Research Council, Biology Faculty, and Human Sciences Faculty

Participants: 44

Members of the University Research Council, Biology Faculty, and Human Sciences Faculty were engaged with a survey and in focus groups. 22 participated in the survey and 22 participated in the focus groups. Report posted on the Data Gathering Results page.

Carrie Brown

Shelia Lumar

October 17 - November 7, 2014

Financial Aid Staff

Participants: 13

Staff members in the Financial Aid office were engaged with a carousel SWOT analysis design session. Report posted on the Data Gathering Results page.

Adam Peck

Robbie Steward

November 11, 2014

High School Counselors

Participants: 105

Responses: 7

High school counselors were engaged and asked to provide input via an electronic survey. Report posted on the Data Gathering Results page.

Sam Smith

Janet Tareilo

November 12, 2014

Community & Business Leaders

Participants: 10

Input was gathered from community and business leaders through a series of interviews over the past several weeks. Report posted on the Data Gathering Results page.

J.D. Salas

Megan Weatherly

October - November 12, 2014

Faculty Senate

Participants: 20

Members of the Faculty Senate were engaged in a Carousel SWOT Analysis session. Report posted on the Data Gathering Results page.

Robin Johnson

Kelly Noe

November 12, 2014

Directors in the Finance & Administration Division

Participants: 5

Directors in the Finance & Administration division were engaged in a Carousel SWOT analysis. Report posted on the Data Gathering Results page.

Norjuan Austin

Brian Beavers

November 14, 2014

Enrollment Management

Participants: 17

Staff in the Enrollment Management department were engaged in a Carousel SWOT analysis. Report posted on the Data Gathering Results page.

Adam Peck

Robbie Steward

November 14, 2014

Prospective Students

Participants: 31

Prospective students in Lindale, Fort Worth and Alvarado were interviewed. Report posted on the Data Gathering Results page.

J.D. Salas

Megan Weatherly

November 2014

Prospective Students

Participants: 10

Individual students taking campus tours were interviewed. Report posted on the Data Gathering Results page.

J.D. Salas

Megan Weatherly

November 2014

Non-Returning Students

Participants: 65

Students who had left the university were surveyed. Report posted on the Data Gathering Results page.

Sam Smith

Janet Tareilo

November 17, 2014

Donors

Participants: 16

Donors who support the university were engaged with a survey. Report posted on the Data Gathering Results page.

Kim Childs

Craig Turnage

November 18, 2014

College of Business

Participants: 15

A session was conducted along with a meeting of the College of Business Advisory Board. Report posted on the Data Gathering Results page.

Todd Brown

Steve Bullard

Craig Turnage

November 18, 2014

Intercollegiate Athletics Staff and Coaches

Participants: 32

Staff and coaches within the Intercollegiate Athletics department were engaged with a Carousel SWOT design. Report posted on the Data Gathering Results page. Dana Cooper November 19, 2014

Parents of Prospective Students

Participants: 11

Parents of students who were visiting campus interviewing for scholarships in the Department of Theater were interviewed. Report posted on the Data Gathering Results page.

Angela Bacarisse

Randy McDonald

November 19, 2014

Liberal & Applied Arts Graduate Students

Participants: 4

All graduate students in the College of Liberal and Applied Arts were invited to provide input through a survey. Only 4 students responded. Report posted on the Data Gathering Results page.

Paul Davis

George Franks

November, 2014

All-Campus On-Line Survey

Respondents: 710

Faculty - 144

Staff - 163

Students - 403

An invitation to provide input to the Envision SFA planning process was provided via an on-line survey using four standard survey questions and one open-ended comment question. Report posted on the Data Gathering Results page.

Dana Cooper

Steve Westbrook

November 12-19, 2014
Phase Three: Making Sense of the Issues (November 21, 2014 - January 29, 2015)

Sense-Making Workshop

During a day-long workshop, partner teams within the Strategic Planning Team briefed the group on what they had learned during the engagement sessions each had conducted over the past six weeks. Through an organized vetting process, led by Dr. Pat Sanaghan, the SPT developed six themes that will focus our work going forward. Teams were created at the conclusion of the workshop to prepare concept papers relative to each of the themes along the following outline: Background, Lessons Learned, National Trends/External Picture, Strategic Themes, Options, Projected Costs, and Potential Short- and Long-Term Plans.

Pat Sanaghan

Dana Cooper

Steve Westbrook

November 21, 2014
Concept Paper Team Lead Meeting The leads for the concept paper development teams met to review the work ahead. Time was taken to review the role SFA must play as a state university in the over-all higher education plan within the state - this context will be important as we continue our planning. (Meeting notes)

Dana Cooper

Steve Westbrook

December 1, 2014
Concept Paper Teams finalized The concept paper writing teams have been finalized and the writing is underway. (Team list)

Dana Cooper

Steve Westbrook

December 4, 2014
Review of Progress At a two-hour lunch workshop the SPT heard from each writing team regarding the current status of their paper and sought feedback that could be incorporated into the on-going development of their work.

Dana Cooper

Steve Westbrook

January 16, 2015
Phase Four: Vision Conference
Vision Conference

The Vision Conference brought together more than 70 diverse stakeholders, both internal and external, to review and discuss the concept papers the steering committee had prepared regarding the strategic priorities identified during the Engagement and Data-Gathering phase. This conference allowed stakeholders to share their unique perspectives and to better understanding of others' priorities and concerns. The outcome of the vision conference will be the creation of a preferred future for the university that can be distilled into a university vision statement.

Stakeholder groups represented: SFA Faculty, SFA Staff, SFA Students, Academic Deans, Cabinet Members, Academic Administrators, City Leaders, Civic Leaders, Business Leaders from Nacogdoches, Houston, Dallas, Tyler, and Longview, SFA Alumni, SFA Board of Regents, and Regional Two-Year Colleges.

Pat Sanaghan

Dana Cooper

Steve Westbrook

January 30, 2015
Vision Statement Developed After the Vision Conference, Pat Sanaghan developed a draft statement of the key elements that emerged during the day-long workshop. His draft submission was vetted and tweaked by a review team comprised of members of the Strategic Planning Team. This Vision Statement is an aspirational document that envisions what SFA would look like if we were to achieve those things most requested by our internal and external stakeholders. The Vision Statement will serve as the foundational document for the Goals Conference on March 6. You can read the Vision Statement here.

Pat Sanaghan

Dana Cooper

Steve Westbrook

Steve Bullard

Todd Brown

John Calahan

Kim Childs

Jannah Nerren

Adam Peck

Feb. 1 - 24, 2015
Phase Five: Goals Conference
Goals Conference

During this final phase of the planning process the Strategic Planning Team (SPT) were joined by almost 30 colleagues from across the campus representing departments and areas that will have a key role in implementation of the plan that is under development.

At the end of the day the group had identified more than 40 potential goals, with 16 of these ranked as top contenders.

Now the President's Cabinet is working with the results of the Goals Conference to refine these goals so additional feedback can be gained from the planning team before a draft is presented to the Board of Regents in April.

Pat Sanaghan

Dana Cooper

Steve Westbrook

March 6, 2015
Vision Statement and Goals Finalized
Goals Framework Developed After reviewing the Vision Statement and reviewing the work of the participants of the Goals Conference, the Cabinet developed a Goals Framework that addresses the elements of the vision statement and provides the foundation for the development of strategies that will support the established goals.

Ric Berry

Danny Gallant

Jill Still

Steve Westbrook

March 7-April 7, 2015
Goals Framework Submitted to SPT for Feedback The Vision Statement and Goals Framework was distributed to the SPT members for feedback.

Dana Cooper

Steve Westbrook

April 8, 2015
Vision Statement and Goals Framework Reviewed with Faculty Senate The Vision Statement and Goals Framework was reviewed with the Faculty Senate. See the handout here.

Dana Cooper

Steve Westbrook

April 8, 2015
Vision Statement and Goals Framework Reviewed with the Board of Regents The Vision Statement and Goals Framework was reviewed with the SFA Board of Regents at their quarterly meeting. See the report here.

Dana Cooper

Steve Westbrook

April 13, 2015
Goal Facilitators Assigned
The President assigns a facilitator for each of the operational goals

President Pattillo assigned each of the vice-presidents to oversee the development and implementation of strategies for the four operational goals:

  • Attracting and Supporting a High-Quality Faculty and Staff: Facilitator - Danny Gallant, Vice President for Finance and Administration
  • Academic and Co-curricular Innovation: Facilitator - Dr. Steve Westbrook, Vice President for University Affairs
  • Redefine University Culture: Facilitator - Dr. Steve Bullard, Interim Provost and Vice President for Academic Affairs
  • Increase Connections: Facilitator - Jill Still, Vice President for Advancement
Dr. Baker Pattillo July 1, 2015
Board of Regents Adoption
SFA Envisioned Plan Adopted

The SFA Board of Regents adopts the SFA Envisioned Strategic Plan. Agenda Item

SFA Envisioned - Strategic Plan 2015-2123

Board of Regents July 28, 2015

Activities and reports will be added as they are completed.

Questions?

SB-17 Compliance

Some activities referenced in the Strategic Plan are now prohibited by Texas State law and are no longer in effect.