Department of Finance and Supply Chain Management Strategic Planning Grid
2012-2017
UNIVERSITY CORE THEME: 1. TEACHING AND LEARNING
UNIVERSITY OBJECTIVE 1.1 Enhance student success by continually improving the curricular, co-curricular, and extracurricular programs.
Unit Outcomes
Indicators
Expected Performance
Indicator/
Key Strategies/ Initiatives
Budget/
Level
Performance
Resource
(Criterion)
Level Reported
Analysis
By
Department will offer 50% of
Number of
SCM Certificate courses
Catalog and
Instructional design
 SCM 310 designed for oncourses using online or
courses
available in on line/blended
Schedule
line or blended. SCM 425, support for course
blended delivery annually.
scheduled for on
delivery. Core Finance and
design and delivery.
SCM 475 available to be
line or blended
one upper division finance
delivered on line. SCM
delivery each
course will be offered using
435, 420 redesigned for
quarter.
online or blended delivery.
blended delivery. MIS 386
designed for on line or
blended delivery.
 FIN 310 designed for on
line, FIN 470 designed for
blended delivery.
The Department will establish Courses
Curriculum included in 2014
Catalog and
Add TT and NTT
 Hire new AQ finance
a Minor for Business Students scheduled by
catalog and courses offered at
Schedule
at Des Moines or
faculty. Design FIN 310
in Finance at all locations.
location.
Des Moines and Lynnwood
Lynnwood if
for on line delivery. FIN
beginning Fall 2014.
enrollments warrant
470 for blended delivery.
Department will deliver the
Submission of
it
 Complete catalog
Finance specialization at the
curriculum
submission paperwork.
Westside Centers.
change forms.
Increase the number of
# of students
10% increase annually
Dean’s Office
Administrative
 Increase outreach to
students participating in
participating
support and funding
companies who may offer
professional development
to create marketing
internships.
industry engagement
materials and
 Design and implement
activities (e.g., Boot Camps,
internship marketing effort. organize
internships. Etc.)
opportunities.
 Create supporting system
to list and communicate
internship opportunities
each quarter.
Department will demonstrate
ETS Exam
Level or improved performance Dean’s Office
student competency by
scores
on ETS Exam.
maintaining or increasing exit
exam scores.
Department graduates will be
# of graduates
Baseline established in 2012Dean’s Office
Administrative
 Communicating insights
ready for entry level workforce reporting
13, maintain or increase
exit survey
support to develop
from recent alums about
November 1, 2013
Page 1
placement
Department will participate in
development of a Business
living/learning community
Department faculty will
demonstrate effective
teaching practice
Department will offer at least
one general education
course.
November 1, 2013
employment
within 6 months
of graduation
Programming,
student
participation,
faculty
participations
SEOI data
# of Gen Ed
courses.
thereafter
Level of improved performance
measured by SEOI’s
At least one Gen Ed course
offered
their own preparation.
 Communicating
expectations direct from
prospective employer
representatives.
 Communicating successful
placements
Office of
Effectiveness or
Assessment
Catalog
and implement to
grad employment
success rates.
Faculty &
Administrative time
for industry
outreach to recent
alums and
recruiters.
 Planning (2012-3);
application implementation
Develop multimedia
assets that help
students become
more aware of
employment
possibilities and
responsibilities.
Program Director
Events. Budget
 Faculty training for on line
course delivery.
Faculty training and
development
 Offer BUS 374 Personal
Investments Summer 2014
Faculty involvement
in creation of
educational
outcome documents
and catalog content
materials.
Support for senate
approval.
Page 2
UNIVERSITY OBJECTIVE 1.2 Enhance the effectiveness of student support services.
Unit Outcomes
Department students will
express satisfaction with
advising services
November 1, 2013
Indicators
Graduating
student survey
(TBD)
Expected Performance
Level
(Criterion)
75% of students indicate
satisfied or very satisfied with
faculty advising.
Indicator/
Performance
Level Reported
By
Dean’s Office
Key Strategies/ Initiatives
 Faculty training; faculty
advising guidelines
Budget/
Resource
Analysis
Instrument
development and
implementation.
Page 3
UNIVERSITY CORE THEME: 2. INCLUSIVENESS AND DIVERSITY
UNIVERSITY OBJECTIVE 2.1 Enhance the environment of inclusiveness for faculty, staff, and students
Unit Outcomes
Indicators
Expected Performance
Level
(Criterion)
Indicator/
Performance
Level Reported
By
Key Strategies/ Initiatives
Budget/
Resource
Analysis
# of Finance and
All faculty serve on at least
Activity
 Increase participation of
SCM faculty on
one College and one
Reports/Workload
Westside faculty on
University
University related committee,
Plans
University committees.
committees,
task force, advisory board
 Service on a University
Faculty Senate,
outside CoB etc.
committee will be a
University task
performance standard.
forces
# of faculty in
leadership
positions
UNIVERSITY OBJECTIVE 2.2 Increase faculty, staff, and student diversity by active programs of recruitment and retention for members of
underrepresented groups.
Unit Outcomes
Indicators
Expected Performance
Indicator/
Key Strategies/ Initiatives
Budget/
Level
Performance
Resource
(Criterion)
Level Reported
Analysis
By
Department will participate in
# of Finance and
Provide core courses for CB
Registrar
 Prepare faculty for
2 +2 programs with
SCM SCHs from
degree programs and
distance education to a
Universities outside the U.S.
2+2 programs
specializations in fiancé and
students in foreign
SCM
countries
UNIVERSITY OBJECTIVE 2.3: Ensure that CWU has an inclusive and diverse curriculum
Sustain & increase active
participation of faculty in
shared governance of the
university
The Department will
participate in CB efforts to
internationalize the business
curriculum either through a
specialization, certificate or
changes to the core
curriculum
Department will
internationalize the curriculum
of the Finance and SCM
specializations
November 1, 2013
# Courses
incorporating
international
content.
# Study abroad
courses
proposed
# Courses
incorporating
international
content.
International courses in
Finance as well as in Supply
Chain Management are
included in the curriculum.
Catalog
 Submission of proposals
for student abroad course
opportunities.
Faculty time to
complete proposals
related to student
abroad courses.
Faculty time to lead
courses abroad.
All courses have been
internationalized
Catalog
 Form a department
curriculum committees to
revise the curriculum
Page 4
Department will increase the
international opportunities
available to faculty & students
(e.g., exchanges,
international study trips,
international conferences)
November 1, 2013
# of faculty and
students
participating in
international
opportunities.
Increase by 5% per year
Activity Reports
Dean’s Office
Travel funds,
scholarship funds.
Page 5
UNIVERSITY CORE THEME: 3. SCHOLARSHIP AND CREATIVE EXPRESSION
UNIVERSITY OBJECTIVE 3.1 Increase the emphasis on and the opportunities for students, faculty and staff to participate in research, scholarship,
and creative expression activities.
Unit Outcomes
Indicators
Expected Performance
Indicator/
Key Strategies/ Initiatives
Budget/
Level
Performance Level
Resource
(Criterion)
Reported By
Analysis
The Department will achieve
excellence in scholarship by
averaging one or more
intellectual contributions per
AQ faculty member every
two years.
The Department will
increase participation and
attendance at professional
meetings. Including local,
regional, national and
international.
# of intellectual
contributions
At least 1 intellectual
contribution per AQ faculty
member every two years
Activity Reports
 Encouraged as regular
part of job description.
None
# of meetings
attended
On average the number of
meetings attended by
faculty will equal the number
of AQ faculty in the
Department.
Activity Reports
Travel funding
Department tenured and TT
faculty will all meet AQ
standards per AACSB
% of AQ tenured
and TT faculty
100%
Dean’s Office
The Department will sustain
and increase student
participation in SOURCE
# of students
participating in
SOURCE
Maintain or increase student
participation
SOURCE Participation
by Business students
 Engage faculty in interdisciplinary research and
events emerging from
CWU. Communicate
information about
relevant conferences and
meetings taking place
locally, regionally,
nationally.
 Department will develop
a method to evaluate the
quality and impact of
faculty research
 Promote SOURCE
participation.
Faculty incentive
to offer
independent
research projects
 Identify project
opportunities that
facilitate SOURCE
inclusion.
The Department will
# of students
Maintain or increase student Dean’s Office
Travel funding
 Send at least one group
increase the number of
participating
participation
from each discipline to
students attending and
case study competition
presenting at conferences
and/or conference
UNIVERSITY OBJECTIVE 3.2 Increase the external funding received for research, scholarship, and creative expression by faculty, staff, and
students.
November 1, 2013
Page 6
Unit Outcomes
Department will submit at
least one research grant
proposal a year
November 1, 2013
Indicators
# of research
grant proposals
submitted
Expected Performance
Level
(Criterion)
At least one grant proposal
submitted per year
Indicator/Performance
Level Reported By
Graduate Studies
Key Strategies/ Initiatives
 Provide training for
faculty in grant writing
Budget/
Resource
Analysis
Provide funding to
support grant
writing.
Page 7
UNIVERSITY CORE THEME: 4. PUBLIC SERVICE AND COMMUNITY ENGAGEMENT
UNIVERSITY OBJECTIVE 4.1 Enhance the commitment and the level of cooperation between the university and external communities.
Unit Outcomes
Indicators
Expected Performance
Indicator/
Key Strategies/ Initiatives
Budget/
Level
Performance
Resource
(Criterion)
Level Reported
Analysis
By
Department will establish a
Minor in Finance for Business
Students to be delivered at all
locations. Department will
extend Finance Specialization
to Westside Centers.
# of students in
Finance
specialization and
core group of
professionals on
the advisory
council
50% of students in Finance
specialization will be at Des
Moines and Lynnwood
Dean’s Office
Department will increase the
number of business
participating in SCMI
# of corporate
participants
Add at least three companies
per year
SCMI Director
Establish student-industry
engagement through Boot
Camps for each specialization
within the Department
# of Boot Camps
Add at least 1 per year
Department
 Develop teaching
resources (TT and NTT) to
engage in offering relevant
Finance courses at
Westside Centers.
Increase number of
Finance courses offered
via on line or blended
delivery.
 Faculty/administrative
outreach and development
of options for participation.
Faculty hiring (TT &
NTT). Curriculum
development
support to establish
online and blended
course delivery.
 Establish Finance Boot
Camp (2014-15); establish
SCM Boot Camp (2014-15)
Faculty incentives,
Travel funding,
Student fee?
UNIVERSITY OBJECTIVE 4.2 Increase participation in university sponsored life-long learning opportunities.
Unit Outcomes
Indicators
Expected Performance
Indicator/
Key Strategies/ Initiatives
Level
Performance
(Criterion)
Level Reported
By
The department will develop
and offer a program in
collaboration with Continuing
Education.
# of SCHs; number
of nonmatriculating
students
At least once per year
Registrar
 Offer credit non-credit
course in Personal Finance
to students and the public
Budget/
Resource
Analysis
Faculty involvement
in proposal
development.
UNIVERSITY OBJECTIVE 4.3 Enhance the efforts of members of the university community to strengthen the economic base of the region and state.
November 1, 2013
Page 8
Unit Outcome s
Programs will engage in more
project-based curricula with
local companies.
November 1, 2013
Indicators
Number of project
engagements
being delivered at
each CWU Center
and Campus.
Expected Performance
Level
(Criterion)
The SCM program will
establish projects for SCM
480 and SCM 420.
Indicator/
Performance
Level Reported
By
Course
presentations,
Faculty
reporting,
Activity reports,
SOURCE
participation.
Key Strategies/ Initiatives
Budget/
Resource
Analysis
 Develop contacts with local
business and professional
associations.
Course scheduling
to support project
management.
Financial support
for extended faculty
involvement.
Page 9
CORE THEME: 5. RESOURCE DEVELOPMENT & STEWARDSHIP
UNIVERSITY OBJECTIVE 5.1 Maximize the financial resources to the University, and assure the efficient and effective operations of the University
through financial stewardship.
Unit Outcomes
Indicators
Expected Performance
Indicator/
Key Strategies/ Initiatives
Budget/
Level
Performance
Resource
(Criterion)
Level Reported
Analysis
By
The department will increase
# of donors and $
Dean
Recruit new faculty
 Increase corporate
the amount of revenue
raised
with the capabilities
contributions to SCM
obtained through corporate
and desire to
 Initiate support for a
support and grants
engage more with
Finance Institute
industry partners.
UNIVERSITY OBJECTIVE 5.2 Develop and implement enrollment management and marking plans that meet the enrollment objectives of the
university.
Unit Outcomes
Indicators
Expected Performance
Indicator/
Key Strategies/ Initiatives
Budget/
Level
Performance
Resource
(Criterion)
Level Reported
Analysis
By
Increase enrollments in
Finance and Supply Chain
Management specializations at
Des Moines and Lynnwood
# of SCH at Des
Moines and
Lynnwood
Increase SCM enrollment to
275-300 students in
Specialization. Increase
Finance enrollments to 100
students in Specialization.
Registrar
 Expand Finance Minor and
Specialization to Westside.
Engage in new market
opportunities for SCM
programs.
UNIVERSITY OBJECTIVE 5.3 Ensure the University has human resources necessary to accomplish all university objectives.
5.3a All department faculty and staff will participate in professional development activities.
Unit Outcomes
Indicators
Expected Performance
Indicator/
Key Strategies/ Initiatives
Level
Performance
(Criterion)
Level Reported
By
All department faculty and staff # of professional
100% participation
Dean, Faculty
 Increased participation in
will participate in professional
development
180, Department
professional organizations
development activities
activities within
promotion and
and conferences and
the department
reporting.
professional training
November 1, 2013
Collaboration
among departments
in program
development.
Administrative
support for program
development and
launch.
Budget/
Resource
Analysis
Increase funding
through corporate
sponsorship and
grants
Page 10