I notice considerable confusion about the concept of strategy. We sometimes use that term to refer to any plan of action or set of goals, but it is often too broad to be useful. For institutions, balancing the budget, improving retention, upgrading the library or the gym, or attracting a superstar faculty member might all serve a strategy, but none of them are strategies on their own. Here are some thoughts I have found helpful in crafting strategies, especially in higher education settings.
A useful strategy directs an organization toward a differentiated form of excellence. For a college or university, strategy is the path to a way of functioning that best meets the needs of a targeted type of student. The clearer you are about the type of student you will serve, and the better the needs of those students are understood, the more successful the strategy becomes. The aim of strategic planning is to commit to a specific form of differentiated excellence and then lay out the tactics that will get you there.
One brilliance of the American system of higher education lies in the diversity of institutional missions and the resulting specialization. No one institution best meets the needs of every learner. As you develop a strategy, aim to best serve the students in greatest need of what you are positioned to provide and involve campus constituents early. Develop a vision like the kind I wrote about in the last issue of this newsletter—one that imagines a future in which those students are flourishing—and then determine three to five key areas of institutional focus that will get you closer to making that vision a reality.
Those focus areas then drive the way you set priorities, invest resources (both financial and human), and make decisions about everything from setting tuition to raising money to marketing. They become the guideposts by which each unit and department can consider how to best contribute to overall success. And they allow you to clearly define where you are headed and how. You also now have a clear communication framework—vision, strategy, and related tactics—that can drive buy-in and support.
I am often asked if strategic planning should be done in-house or whether it requires an external advisor or consultant. This really depends on the time and talent of the current staff. If you bring in an outsider, be sure that you know exactly what you need them to do. Do you need help assessing the needs of the students you are best positioned to serve? Do you need an outside expert to move some members of your community away from an imagined or out-of-date image of those students? Do you need advice about where to focus to make the biggest impact? Or about how to reallocate resources in the service of those focus areas? If you are not confident you have the internal talent or bandwidth to carry out these processes effectively then you should seek some external assistance. Otherwise, you can feel confident in moving forward on your own.
I have written here about overall university or college planning, but the basic framework can be adapted to individual units or departments. You start with the institution’s strategy and consider how your area or responsibility is best positioned to contribute. Having a solid strategy makes every other aspect of leadership easier and more satisfying.
Questions for reflection: Where are you in the planning cycle? Is it time for strategy creation or time to focus on implementation? What are the strengths and weaknesses of your current strategy? What parts of strategy come most naturally to you? Are you utilizing internal talent appropriately in the service of your goals? What parts call for external advice or support? Who needs encouragement or education to better support strategy development, implementation, or assessment? Are we communicating our strategy frequently and meaningfully?
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