II. Planning Process
Planning at Texas State is undertaken with many purposes in mind. These include:
- To guide us toward achieving our mission and shared values through identified goal statements;
- To reflect our university goals and initiatives in the development of the university budget;
- To assess our progress toward achieving these goals at all levels of the institution through identified key performance indicators;
- To support the integration of planning, budgeting, and assessment at the department, school, college, division and university levels;
- To continually involve the entire university community in the development of plans at various levels of the institution;
- To direct the use of assessment results to improve processes and revise plans; and
- To regularly provide feedback to the community on the progress made toward achieving our goals.
As Texas State began developing our 2017-2023 University Plan, we wanted to ensure that the university conducted a thorough review of the mission statement to determine if there were critical areas where we should make changes. Based on the new mission statement, goals and initiatives were created to narrow our focus and guide us in our desired direction.
The review process took nearly two years to complete. In order to prepare for this review, in early spring 2016, President Trauth announced the launching of the 2017-2023 strategic planning process, beginning with a university-wide review of the Texas State mission and value statements. All faculty, staff, and students had the opportunity to respond to an online questionnaire containing eight questions:
- What commitments, emphases, directions, or actual statements contained in the current mission statement remain critical to our university mission?
- What situational elements (history, place, demographic, traditions) should be included in our mission statement?
- What philosophical elements (beliefs and/or values) should be included in our mission statement?
- What aspirational elements (“hopes and dreams”) should be included in our mission statement?
- What operational elements (actualization and/or implementation of aspirations) should be included in our mission statement?
- What would be the top five priorities?
- What sets Texas State apart from other universities?
- List any other comments concerning the mission statement review that you would like to include. Once feedback was received, the President appointed a committee to review the feedback and to draft a new university mission statement. Once the mission statement was completed, four university goal statements were developed, along with corresponding initiatives for each, at the President’s Cabinet annual planning retreat.
In summer 2016, the President’s Cabinet reviewed the ongoing potential environmental impacts prepared by the Office of University Planning and Assessment. From that list, the Cabinet created a document entitled “Challenge and Change: Background Briefs to assist with Planning Efforts” This document focused on ten select priority topics forecasted to have the greatest potential impact on Texas State during this planning cycle. These topics included:
- College Affordability & State Funding;
- Changes in Students;
- Student Life;
- Student Success;
- Engaging Alumni;
- Create, Understand, Reveal, Teach;
- Hire, Inspire, Retain;
- Charting a Path to NRUF;
- Emerging Technologies and Digital Learning Environments; and
- The Space Deficit.
Key stakeholders were identified for each topic and were charged with drafting 2-3 page briefs to be included. The completed document was distributed to all faculty and staff in order to aid the planning process.
In fall 2016, the President introduced the 2017-2023 draft university mission, values, goals, and initiatives to the university community via e-mail to again solicit feedback. Once this feedback was reviewed by the President’s Cabinet, minor changes were made and the draft was given final approval by the President’s Cabinet, Texas State University System Board of Regents, and the Texas Higher Education Coordinating Board. Most suggestions that were not incorporated into university initiatives seemed more appropriate for department, school, college, and division plans that would be developed in spring 2017.
By January 2017, Texas State had produced the 2017-2023 university mission statement, goals, and initiatives to achieve those goals. Using this information, all academic and administrative units created draft plans that directly linked to the university goals and initiatives. In March and April, academic deans and vice presidents presented in open forums an overview of 2017-2023 planning priorities developed within colleges and divisions. In addition, the President appointed three committees to read across college plans to gather information for special initiatives that the university would address in our new plan. These initiatives included Graduate Education, the Honors College Experience, and Innovation. As a follow-up to the final submitted reports, the Cabinet conducted interviews with chairs of the “read-across” committees to discuss and clarify information provided in the reports. Colleges and divisions were given the opportunity to revise plans using information from the “read-across” committees.
In summer 2017, the President’s Cabinet officially endorsed and approved all college and division plans. The plan was launched September 1, 2017. In early September, the Cabinet also identified and approved key performance indicators (KPIs) for each goal and initiative in the 2017-2023 University Plan to allow for better assessment of annual progress toward accomplishing these goals. Each KPI also includes primary assignments of responsibility for tracking progress.
The plan was launched September 1, 2017. As is our tradition, Texas State will begin a formal mid-cycle review of the 2017-2023 University Plan in fall 2019. Beginning in spring 2020, all academic and administrative units will have an opportunity to revise their plans in accordance with the revised University Plan and link to the revised university goals and initiatives. These revised college and division plans will be available within this plan, as well as on the University Planning and Assessment website.