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/
Budget/
Level
Performance
Initiatives
Resource
(Criterion)
Level
Analysis
Reported By
Department will offer
Number of
SCM Certificate courses
Catalog and
Instructional
 SCM 310 designed
50% of courses using
courses
available in on
Schedule
for on-line or blended. design support
online or blended
scheduled for
line/blended delivery.
for course
SCM 425, SCM 475
delivery annually.
on line or
Core Finance and one
design and
available to be
blended
upper division finance
delivery.
delivered on line.
delivery each
course will be offered
SCM 435, 420
quarter.
using online or blended
redesigned for
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
Courses
Curriculum included in
Catalog and
Add TT and
 Hire new AQ finance
establish a Minor for
scheduled by
2014 catalog and courses Schedule
NTT at Des
faculty. Design FIN
Business Students in
location.
offered at Des Moines
Moines or
310 for on line
Finance at all locations.
and Lynnwood beginning
Lynnwood if
delivery. FIN 470 for
Submission of Fall 2014.
enrollments
blended delivery.
Department will deliver
curriculum
warrant it
 Complete catalog
the Finance
change forms.
submission
specialization at the
paperwork.
Westside Centers.
Increase the number of
# of students
10% increase annually
Dean’s Office  Increase outreach to
Administrative
students participating in
participating
support and
companies who may
professional
funding to create
offer internships.
development industry
marketing
 Design and
engagement activities
materials and
implement internship
(e.g., Boot Camps,
organize
marketing effort.
internships. Etc.)
opportunities.
 Create supporting
system to list and
November 1, 2013
Outcomes for
AY 12-13
SCM 310, 425, 475
have been delivered on
line during summer
sessions. MIS 386
available on line.
AY 13-14 Search in
place for Finance
faculty to replace Eldon
Johnson. Department
reviewing outlined
course offerings for
Minor Option (FIN 470,
FIN 475, ECON 330).
Faculty/administrative
(career services) visits
with 6-8 companies.
SCM Career Fair held
in Fall 2012. SCMA
website used to
consistently promote
internship
Page 1
communicate
internship
opportunities each
quarter.
Department will
demonstrate student
competency by
maintaining or increasing
exit exam scores.
Department graduates
will be ready for entry
level workforce
placement
Department will
participate in
development of a
Business
living/learning
community
Department faculty will
demonstrate effective
teaching practice
November 1, 2013
ETS Exam
scores
Level or improved
performance on ETS
Exam.
Dean’s Office
# of graduates
reporting
employment
within 6
months of
graduation
Baseline established in
2012-13, maintain or
increase thereafter
Dean’s Office
exit survey
SEOI data
No current report.
 Communicating
insights from recent
alums about their own
preparation.
 Communicating
expectations direct
from prospective
employer
representatives.
 Communicating
successful
placements
 Planning (2012-3);
application
implementation
Programming,
student
participation,
faculty
participations
Level of improved
performance measured
by SEOI’s
Office of
Effectiveness
or
Assessment
opportunities.
 Faculty training for on
line course delivery.
Administrative
support to
develop and
implement to
grad
employment
success rates.
Faculty &
Administrative
time for industry
outreach to
recent alums
and recruiters.
Develop
multimedia
assets that help
students
become more
aware of
employment
possibilities and
responsibilities.
Program
Director
Events. Budget
Faculty training
and
development
Creation of “Nine Steps
to Launch your Supply
Chain Career” on line
guide.
Inclusion of interviews
with three recent alums
about their jobs and the
things they might have
focused on more during
their time at CWU.
Creation of “My Wildcat
Job Search” short
course for student
professional
development.
Living learning
community is to be
launched in 2014.
CoB SEOI’s available,
currently acquiring
report that can be
segmented by
Page 2
Department and area.
Department will offer at
least one general
education course.
# of Gen Ed
courses.
At least one Gen Ed
course offered
Catalog
 Offer BUS 374
Personal Investments
Summer 2014
Faculty
involvement in
creation of
educational
outcome
documents and
catalog content
materials.
Support for
senate approval.
Establishing Financial
Literacy course to be
considered by Gen Ed
Committee
Budget/
Resource
Analysis
Outcomes for
AY 12-13
UNIVERSITY OBJECTIVE 1.2 Enhance the effectiveness of student support services.
Unit Outcomes
Department students will
express satisfaction with
advising services
Indicators
Expected Performance
Level
(Criterion)
Indicator/
Performance
Level
Reported By
Graduating
student survey
(TBD)
75% of students indicate
satisfied or very satisfied
with faculty advising.
Dean’s Office
Key Strategies/
Initiatives
 Faculty training;
faculty advising
guidelines
Instrument
development
and
implementation.
No report
UNIVERSITY CORE THEME: 2. INCLUSIVENESS AND DIVERSITY
UNIVERSITY OBJECTIVE 2.1 Enhance the environment of inclusiveness for faculty, staff, and students
Unit Outcomes
November 1, 2013
Indicators
Expected Performance
Level
(Criterion)
Indicator/
Performance
Level
Reported By
Key Strategies/
Initiatives
Budget/
Resource
Analysis
Outcomes for
AY 12-13
Page 3
# of Finance
All faculty serve on at
Activity
 Increase participation
and SCM
least one College and
Reports/Work
of Westside faculty on
faculty on
one University related
load Plans
University
University
committee, task force,
committees.
committees,
advisory board outside
 Service on a
Faculty
CoB etc.
University committee
Senate,
will be a performance
University task
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/
Budget/
Level
Performance
Initiatives
Resource
(Criterion)
Level
Analysis
Reported By
Department will
# of Finance
Provide core courses for
Registrar
 Prepare faculty for
participate in 2 +2
and SCM
CB degree programs and
distance education to
programs with
SCHs from
specializations in fiancé
a students in foreign
Universities outside the
2+2 programs
and SCM
countries
U.S.
Sustain & increase
active participation of
faculty in shared
governance of the
university
Faculty 180 indicates
involvement most all
faculty. One member
on medical leave. A
few members have
been asked to check
and update the
system.
Outcomes for
AY 12-13
No report
UNIVERSITY OBJECTIVE 2.3: Ensure that CWU has an inclusive and diverse curriculum
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
Department will increase
the international
opportunities available to
faculty & students (e.g.,
November 1, 2013
# Courses
incorporating
international
content.
# Study
abroad
courses
proposed
# Courses
incorporating
international
content.
# of faculty
and students
participating in
international
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.
No report
Faculty time to
lead courses
abroad.
All courses have been
internationalized
Catalog
Increase by 5% per year
Activity
Reports
Dean’s Office
 Form a department
curriculum
committees to revise
the curriculum
No report
Travel funds,
scholarship
funds.
Dr Kun Liao travelled
to China to investigate
program opportunities
with schools in China.
Page 4
exchanges, international
study trips, international
conferences)
opportunities.
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/
Budget/
Level
Performance
Initiatives
Resource
(Criterion)
Level
Analysis
Reported By
Outcomes for
AY 12-13
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
Six peer-reviewed
contributions
published by Finance
& SCM faculty in the
12/13 AY.
# of meetings
attended
On average the number
of meetings attended by
faculty will equal the
number of AQ faculty in
the Department.
Activity
Reports
 Engage faculty in
inter-disciplinary
research and events
emerging from CWU.
Communicate
information about
relevant conferences
and meetings taking
place locally,
regionally, nationally.
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
 Department will
develop a method to
evaluate the quality
and impact of faculty
research
 Promote SOURCE
participation.
FSCM Faculty
participated in at least
11 presentations as
indicated in Faculty
180. This does not
include conference
and meeting
attendance not
affiliated with
presentations
(professional
organizations, institute
meeting, etc)
One tenured faculty in
Finance does not
currently meet criteria
in part due to medical
leave.
Three students
participated in 2013
SOURCE supply chain
November 1, 2013
 Identify project
opportunities that
Faculty incentive
to offer
independent
research
projects
Page 5
facilitate SOURCE
inclusion.
The Department will
# of students
Maintain or increase
Dean’s Office  Send at least one
Travel funding
increase the number of
participating
student participation
group from each
students attending and
discipline to case
presenting at
study competition
conferences
and/or conference
UNIVERSITY OBJECTIVE 3.2 Increase the external funding received for research, scholarship, and creative expression by
faculty, staff, and students.
Unit Outcomes
Indicators
Expected Performance Indicator/Per
Key Strategies/
Budget/
Level
formance
Initiatives
Resource
(Criterion)
Level
Analysis
Reported By
Department will submit
# of research
At least one grant
Graduate
Provide funding
 Provide training for
at least one research
grant proposals proposal submitted per
Studies
faculty in grant writing to support grant
grant proposal a year
submitted
year
writing.
Four students
participated in
Operation Stimulus
SCM case competition
AY 2012/13
Outcomes for
AY 12-13
C. Smith participated
in and interdisciplinary NSF Grant
via the Cascadia
Hazard Institute.
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/
Budget/
Level
Performance
Initiatives
Resource
(Criterion)
Level
Analysis
Reported 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
November 1, 2013
 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.
Outcomes for
AY 12-13
No report
SCMI added
Multicare, Fluke,
Microsoft, Cardinal
Health in AY 2012/13.
Page 6
Establish student# of Boot
Add at least 1 per year
Department
 Establish Finance
industry engagement
Camps
Boot Camp (2014through Boot Camps for
15); establish SCM
each specialization
Boot Camp (2014-15)
within the Department
UNIVERSITY OBJECTIVE 4.2 Increase participation in university sponsored life-long learning opportunities.
Unit Outcomes
Indicators
Expected Performance
Indicator/
Key Strategies/
Level
Performance
Initiatives
(Criterion)
Level
Reported By
Faculty
incentives,
Travel funding,
Student fee?
Budget/
Resource
Analysis
The department will
# of SCHs;
At least once per year
Registrar
 Offer credit non-credit Faculty
develop and offer a
number of noninvolvement in
course in Personal
program in collaboration
matriculating
proposal
Finance to students
with Continuing
students
development.
and the public
Education.
UNIVERSITY OBJECTIVE 4.3 Enhance the efforts of members of the university community to strengthen the economic base
of the region and state.
Unit Outcome s
Indicators
Expected Performance
Indicator/
Key Strategies/
Budget/
Level
Performance
Initiatives
Resource
(Criterion)
Level
Analysis
Reported By
Programs will engage in
more project-based
curricula with local
companies.
Number of
project
engagements
being delivered
at each CWU
Center and
Campus.
The SCM program will
establish projects for
SCM 480 and SCM 420.
Course
presentations
, Faculty
reporting,
Activity
reports,
SOURCE
participation.
 Develop contacts with
local business and
professional
associations.
Course
scheduling to
support project
management.
Financial
support for
extended faculty
involvement.
No report
Outcomes for
AY 12-13
Not initiated yet
Outcomes for
AY 12-13
Projects with Genie,
Watson Furniture in
AY 2012-13
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
Indicator/
Key Strategies/
Budget/
Performance
Performance
Initiatives
Resource
Level
Level
Analysis
(Criterion)
Reported By
November 1, 2013
Page 7
The department will
increase the amount of
revenue obtained through
corporate support and
grants
# of donors
and $ raised
Dean
 Increase corporate
contributions to SCM
 Initiate support for a
Finance Institute
Recruit new
faculty with the
capabilities and
desire to engage
more with
industry
partners.
No Report
UNIVERSITY OBJECTIVE 5.2 Develop and implement enrollment management and marking plans that meet the enrollment
objectives of the university.
Unit Outcomes
Indicators
Expected
Indicator/
Key Strategies/
Budget/
Performance
Performance
Initiatives
Resource
Level
Level
Analysis
(Criterion)
Reported 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.
All department faculty and
staff will participate in
professional development
activities
# of
professional
development
activities
within the
department
100% participation
Dean, Faculty
180,
Department
promotion and
reporting.
 Increased
participation in
professional
organizations and
conferences and
professional training
Collaboration
among
departments in
program
development.
Administrative
support for
program
development
and launch.
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
Indicator/
Key Strategies/
Budget/
Performance
Performance
Initiatives
Resource
Level
Level
Analysis
(Criterion)
Reported By
Increase funding
through
corporate
sponsorship and
grants
SCM included in
program delivery for a
BAS in Global Trade &
Logistics to be offered
by HCC beginning AY
2014.
No report
UNIVERSITY OBJECTIVE 5.4 Provide the facility and technology infrastructure and services appropriate to meet the
university objectives, while maximizing sustainability and stewardship.
November 1, 2013
Page 8
Unit Outcomes
November 1, 2013
Indicators
Expected
Performance
Level
(Criterion)
Indicator/
Performance
Level
Reported By
Key Strategies/
Initiatives
Budget/
Resource
Analysis
Page 9