Xavier University
Strategy Planning Retreat 2014
Session 1: 2 days
A. Getting started
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Session objective, deliverable, agenda, ground rules
Critical issues to be addressed
Review and adjustments to the planning process
B. Where are we now?
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Review the situation assessment
Document key trends and potential strategies
Identify the organization’s strengths, weaknesses, opportunities and threats
Area
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Students, Parents, Alumni Views
Board Views
Donors
Community Views
Faculty Views
Staff Views
Industry Trends
Competitor Trends
Organization Chart and Functions
Key Financial Statistics (3-5 years)
Key Enrollment Statistics (3-5 years)
Performance of Past Initiatives
Trends in staffing
Teaching load, courses taught
C. Where do we want to be?
Develop/reevaluate the following:
Visioning to Goals
Mission
Objectives
Guiding Principles
Items to Bring
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Briefing Book
Input information from the community
Who
Joseph, Ron
Dr. Francis, Gene, Trustee Committee
Kenneth
Nedra
Daniel, Ron
Ralph, Ron
Ron
Ron, Winston
Ron
Ed
Ron
Ron
Ralph, Ron
Loren, Ron
Session 2: 1 day
A. Review of Session 1
Getting started
Adjustments to goals and objectives as needed
B. What do we have to do to get there?
Critical success factor analysis
Barrier analysis
Strategies
Prioritization
C. How do we monitor our progress?
Action plan outlines
Communication plan
Monitoring plan
D. Closing
Immediate next steps
Evaluation
Schedule for Each Day
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8:30 10:00 – 10:15 10:15 – 12:00 12:00 – 12:45 12:45 – 1:00 1:00 – 2:30 2:30 – 2:45 2:45 – 5:30 Begin promptly Break Resume Working lunch Break Resume Break Resume and conclude