Joint Task Force on Joint Task Force on Strategic Oversight - PowerPoint PPT Presentation

Joint Task Force on Joint Task Force on Strategic Oversight Strategic Oversight Final Report Final Report May 5, 2016 May 5, 2016

JTFSO Membership Carol Barr, Vice Provost for Undergraduate and Con7nuing Educa7on Sïonan Barre;, President of the Student Government Associa7on Whitney Ba;le-Bap7ste, Anthropology A-Yęmisi Jimoh, Afro-American Studies and Chair of the Rules Commi;ee Joseph Berger, Educa7onal Policy, Research, and Administra7on Donna Johnson, President of the University Staff Associa7on Marilyn Billings, Library John Kennedy, Vice Chancellor for University Rela7ons Marilyn Blaustein, Assistant Chancellor for Ins7tu7onal Research John Kingston, Linguis7cs Richard Bogartz, Psychological and Brain Sciences Michael Malone, Vice Chancellor for Research and Engagement Sergio Breña, Electrical and Computer Engineering Mzamo Mangaliso, School of Management Genevieve Chandler, College of Nursing Andrew Mangels, Vice Chancellor for Administra7on and Finance Nancy Cohen, Nutri7on (Co-Chair) John McCarthy, Senior Vice Provost for Academic Affairs and Dean of Marcy Clark, Student Affairs and Campus Life the Graduate School Elizabeth Dumont, Senior Vice Provost for Academic Affairs Emily O’Neil, Student Trustee Robert Feldman, Deputy Chancellor MJ Peterson, Poli7cal Science and Secretary of the Faculty Senate Enku Gelaye, Vice Chancellor for Student Affairs and Campus Life Randall Phillis, President of the Massachuse;s Society of Professors Adina Giannelli, President of the Graduate Student Senate Amilcar Shabazz, Afro-American Studies and Faculty Advisor for Diversity and Excellence (Co-Chair) Steve Goodwin, Dean of the College of Natural Sciences Anurag Sharma, School of Management Bryan C. Harvey, Associate Chancellor and Chief Planning Officer (Co-Chair) Martha Stassen, Assistant Provost for Assessment and Educa7onal Effec7veness Susan Whitbourne, Psychological and Brain Sciences

! Proposed%Priorities% Proposed% % Starting%Point% for%FY17% Resource%Plan% Mid>December! November! By!mid>December! to!mid>January! By!mid>February! By!mid>March! • College%Context% • What%important% • How%mutually%agreed? • Discussion(with(Dean,( o Plans/priorities! outcomes%need%to% upon%priorities%for% others( o Initial!discussion!with! change? !(from!plans)! FY17%might%be%achieved% • Feedback(on( Dean! o Undergraduate!student! o Reallocation/refocus! performance( experience! o Revenue!growth! • Background% • Discussion(with(Dean,( expectations,(financial( o Graduate!education! o Partnerships! Information% others;(feedback(on( commitments( o Research!and!scholarship! o Strategic!investment! o Resource!and!Staffing! priorities( • Results(in(departmental( • Actions/Priorities%for% Profile! (College!or!central)! • Resulting(statement(of( budget(proposal(for(roll< FY17% o Summary!of! priorities(available( • Initial%implications%for% up(into(College(budget( o For!completion!in!FY17! ! through(College<level( performance!measures! ! FY18%faculty%hiring% plan;(available(for( o Multi>year!efforts!with! consultative(process( o General!campus! o Proposed!use!of! review,(feedback(via( FY17!action! planning!context! ! vacancies! College<level( • Performance%measures% o Proposals!for!central! consultative(process( o Available! funding! o To!be!developed! ! ! Developed(through( Developed(through( collaboration(between(Dean( collaboration(between(Dean( and(department(head( and(department(head(

JTFSO Observations and Recommendations Issue Recommenda-on Great variability in More clearly define how nature/form of College and Execu7ve Area planning context priori7es fit in process from Deans/VCs Variability in use of Clarify expecta7ons and performance data provide guidance Review data needed to support the process Use JSACS inventory of A&S performance metrics to consider expanding capacity

JTFSO Observations and Recommendations Issue Recommenda-on Great varia7on in Addi7onal guidance regarding length, content, length, format, cri7cal level of granularity across priority plans Some plans included Addi7onal guidance regarding more priori7es and focusing on limited set of ac7on steps than select priori7es feasible Some departments Clarify how department had few or no ac7ons informa7on should be for FY 17 solicited/compiled

JTFSO Observations and Recommendations Issue Recommenda-on Limited discussion Begin earlier in AY with due to new process, 7melines that allow for short 7meline, planning, discussion, and simultaneous budget feedback at department, reduc7on college, campus levels Wide la7tude given Use a more consistent to S/C to tailor approach to solicit and compile budget plans department informa7on Few requests Incorporate assessment addressed how to criteria related to achieving assess progress in stated goals reaching goals

JTFSO Observations and Recommendations Issue Recommenda-on Not enough 7me to Prominently build fully address opportuni7es for collabora7on interdisciplinary and into process cross-cudng priori7es Greater faculty Ensure faculty are fully involvement needed engaged in process Not enough 7me for Ensure sufficient opportuni7es feedback on plans for college and campus-level feedback

JTFSO Observations and Recommendations Issue Recommenda-on Unfamiliar process Refine process for ease-of- use and clarity Two proposals, Use a single submission with confusing clear instruc7ons, 7meline to allow for discussion and review Variability in Use a common framework to approaches used promote reasonable consistency across units

Continuing Planning Activity Rules Commi1ee and the Chancellor develop a standing commi1ee to provide § ongoing leadership and oversight for the campus strategic planning process and its associated resource alloca-on system; This successor commi1ee: § Be organized along the “joint” principle of faculty-student-administra7ve collabora7on • that guided crea7on of JTFSO and JTFRA; have as its primary orienta7on the alignment of resources with priori7es and reflect • the effec7ve integra7on of planning and budge7ng; Be charged with recommending appropriate budget review mechanisms and/or • commi;ees following evalua7on of the FY17 budget development process A working group ready the ini-al budget model recommended by JTFRA for use § in the FY18 budget development process, with the results fully evaluated by the successor commi1ee and shared with the campus community The work of JSACS be incorporated into the successor process, and that JSACS § con-nue temporarily as a special commi1ee un-l the successor group is created.

Continuing Planning Activity § Diversity planning to be fully incorporated into the work of the standing campus-wide planning commi1ee § Standing Commi1ee to organize campus considera-on of specific recommenda-ons for interna-onaliza-on § Outreach and engagement planning also to be incorporated; VCRE, Diversity commi1ee and Senate Public Engagement & Outreach Council to review JTFSO Outreach and Engagement report and ar-culate a strategy for next steps

Achievement and Trajectory § “In 2012 the campus had no collec-ve, ac-onable sense of priori-es, nor any systema-c method for matching its resources and capaci-es with those priori-es.” § Hundreds of members of the campus community worked together to change that • A remarkable achievement in its own right • Leaves us with a firm founda7on for whatever the future holds § Much work leY to be done, but we are a community that has demonstrated its capacity to move forward together