Strategic Planning Update
Tulane University Senate
November 3, 2003
Strategic Areas of Focus
 People
 Education and Research
 Community
 Resources and Leadership
2
November 3, 2003
Initiative 4:
Resources and Leadership
Strategy Areas:
 Technology and Knowledge
Resources
 Financial Resources
 Leadership, Management, and
Governance
3
November 3, 2003
Technology and
Knowledge Resources
GOAL: Develop plans for libraries
university-wide, using previous
studies as foundations for the plans
4
November 3, 2003
Technology and
Knowledge Resources (cont’d.)
ACCOMPLISHMENTS:
 Hired new Dean of Libraries and Academic
Information Resources
 Developed strategic plan and created
facilities master plan to address expansion,
redevelopment, and library collections,
including preservation plans
5
November 3, 2003
Technology and
Knowledge Resources (cont’d.)
ACCOMPLISHMENTS (cont’d.):
 Acquired off-site library storage space
 Launched the Center for Library Education
(CLUE) in conjunction with the Innovative
Learning Center (ILC)
 Developed agreements with the Law and
Business libraries to provide universitywide access to most electronic
subscriptions to leverage limited resources
6
November 3, 2003
Technology and
Knowledge Resources (cont’d.)
ACCOMPLISHMENTS (cont’d.):
 Initiated consortial agreements with local
and regional academic library collections
to leverage access and limited resources
7
November 3, 2003
Technology and
Knowledge Resources (cont’d.)
GOAL: Provide seed capital to fund new
faculty-led initiatives in distributed
learning. Articulate criteria for
selecting initiatives; create an action
plan for implementation
8
November 3, 2003
Technology and
Knowledge Resources (cont’d.)
ACCOMPLISHMENTS:
 Instituted an ILC-small grants program to
provide money to faculty for teaching
materials, including software, hardware,
videotapes, etc.
 Launched annual Summer Institute
intensive workshop to train faculty in the
use of technology in the learning
environment; laptops and software given
to participants
9
November 3, 2003
Technology and
Knowledge Resources (cont’d.)
ACCOMPLISHMENTS (cont’d.):
 Developed several large on-line or
electronic learning resources (ILC) for use
by faculty and students
10
November 3, 2003
Technology and
Knowledge Resources (cont’d.)
GOAL: Produce and implement
technology strategies that support the
strategic plan
11
November 3, 2003
Technology and
Knowledge Resources (cont’d.)
ACCOMPLISHMENTS:
 Hired New Vice President for
Technology/Chief Information Officer
 Created Information Technology Strategic
Plan as part of SACS reaccredidation
 Installed wireless technology on campus;
$1.7M gift
 Numerous upgrades of academic and
administrative computing services, e.g.,
TAMS, Matrix, Cyborg
12
November 3, 2003
Technology and
Knowledge Resources (cont’d.)
ACCOMPLISHMENTS (cont’d.):
 Initiated and upgraded the use of
Blackboard as an on-line course
management system across campus; 549
courses and 7,208 active users (Fall 03)
 Created 18 technology enabled classrooms
since 1998; committed to upgrading all 64
pooled classrooms
13
November 3, 2003
Financial Resources
GOAL: Plan and begin implementation of a
comprehensive campaign of at least
$600 million
14
November 3, 2003
Financial Resources (cont’d.)
ACCOMPLISHMENTS:
 Developed preliminary campaign table of
needs and funding requirements for $650
Million + campaign
 Established new leadership in
Development and External Affairs
15
November 3, 2003
Financial Resources (cont’d.)
ACCOMPLISHMENTS (cont’d.):
 Established campaign volunteer structure
 Significantly increased number of donors
to the university by ~26% since FY98
 Completed record-breaking years in total
private fund-raising:
 5-year average, FY99-FY03: $64.8 M
 6-year average, FY93-FY98: $37.75 M
 Completed 3 record-breaking years in
annual fund donations
16
November 3, 2003
Financial Resources (cont’d.)
ACCOMPLISHMENTS (cont’d.):
 Renewed focus on technology transfer
activities, university-wide:
 Initiated search for AVP for Technology Transfer
and Business Development
 Conducted benchmarking study
 Increased the number of invention disclosures
(FY98: 20; FY02: 50)
 Increased licensing income
(FY98: ~$6M; FY02: ~$12M)
 Wall Fund Award: Creation of a Technology
Innovation Gap Fund
17
November 3, 2003
Financial Resources (cont’d.)
GOAL: Develop balanced five-year plans
that reflect the priorities and goals of the
strategic plan
18
November 3, 2003
Financial Resources (cont’d.)
ACCOMPLISHMENTS:
 Developed preliminary 5-year financial
projections to use as base case for
planning and the comprehensive campaign
 Significantly improved budgeting and 5year planning processes
19
November 3, 2003
Financial Resources (cont’d.)
GOAL: Move towards implementation of
the decentralized management model
20
November 3, 2003
Financial Resources (cont’d.)
ACCOMPLISHMENTS:
 Finalized the Decentralized Management
Center model; completed first year of 3year implementation process
21
November 3, 2003
Leadership, Management, and
Governance
GOAL: Continue to review and implement
changes to administrative processes to
achieve consistency and effectiveness.
High priority areas include human
resources, purchasing, grants
administration, technology,
administration of centers, and student
services
22
November 3, 2003
Leadership, Management, and
Governance (cont’d.)
ACCOMPLISHMENTS:
 Initiated review of or completed
improvements to administrative processes
(e.g., data warehouse plan, HR database
functionality, electronic workflow
capabilities, and purchasing and contracts
processes and procedures)
23
November 3, 2003
Leadership, Management, and
Governance (cont’d.)
ACCOMPLISHMENTS (cont’d.):
 Reorganized the duties and reporting
structure of the President’s Cabinet to
better reflect organizational functions
 Created a new senior level position to
focus on strategic area of research and
research funding (Assoc. Sr. VP for
Research)
24
November 3, 2003
Leadership, Management, and
Governance (cont’d.)
ACCOMPLISHMENTS (cont’d.):
 Implemented an Emergency
Preparedness and Disaster Mitigation
program in coordination with the Office
of Federal Emergency Management
Assistance (FEMA)
25
November 3, 2003
Leadership, Management, and
Governance (cont’d.)
GOAL: Rewrite and revise University
Senate governance policies
26
November 3, 2003
Leadership, Management, and
Governance (cont’d.)
ACCOMPLISHMENTS:
 Conducted consultant review of Senate
governance; presented recommendations
in Fall 2000; implemented
27
November 3, 2003
Leadership, Management, and
Governance (cont’d.)
GOAL: Define and adopt criteria for
research centers that include
mechanisms that address the creation,
growth, and dissolution of research
centers, including ongoing evaluation,
sunset criteria, reporting and structure,
and accountability guidelines
28
November 3, 2003
Leadership, Management, and
Governance (cont’d.)
ACCOMPLISHMENTS:
 Guidelines drafted but not finalized
29
November 3, 2003
Leadership, Management, and
Governance (cont’d.)
GOAL: Continue expansion and
diversification of the Tulane Board, the
President’s Council, and the Parents
Council
30
November 3, 2003
Leadership, Management, and
Governance (cont’d.)
ACCOMPLISHMENTS:
 Conducted review of Board governance;
implemented revisions
 Added 19 new members to the Board of
Tulane since 1998
 Expanded membership and geographic
diversity of Tulane Board, Parents
Council, and President’s Council
31
November 3, 2003
Leadership, Management, and
Governance (cont’d.)
GOAL: Athletics - Determine what type of
intercollegiate athletics program is in
the best long-term interests of the
university given the changing
landscape of Division I intercollegiate
athletics and the academic mission,
goals, and resources of the university
32
November 3, 2003
Leadership, Management, and
Governance (cont’d.)
ACCOMPLISHMENTS:
 Review completed with benchmarks for
financial performance defined
33
November 3, 2003
Work in Progress:
Major Initiatives
 Continue master planning on
information resources and technology
 Continue progress on comprehensive
campaign
 Complete searches for key positions
 Continue to improve the financial
health of the university
34
November 3, 2003
Work in Progress:
Major Initiatives (cont’d.)
 Increase start-up business
development through technology
transfer activities
 Revise and finalize guidelines for new
center creation
35
November 3, 2003
36
November 3, 2003