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BACKGROUND |
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| 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
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| 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
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| 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 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
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May 10, 2014
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| 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
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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
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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 |
Steve Westbrook Dana Cooper |
August 11, 13, and 19, 2014 |
| Appointment of SPT |
SPT members officially appointed by the president |
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) | |||
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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) | |||
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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
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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:
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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
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Board of Regents | July 28, 2015 |
Activities and reports will be added as they are completed.
Questions?