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University Scenarios
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Background
The Vice-Chancellor's desire to use futures approaches in this university's strategic planning resulted in the development of a scenario planning project, which aimed to provide the context for the review of its top level strategic directions statement. An earlier limited scenarios project had demonstrated the value of scenarios for the university, and a second, more formal project project was subsequently accepted.
Process
This project was managed by the university's planning office, which had been charged with 'doing foresight'. The relative 'newness' of futures approaches was the key factor in deciding to hire an external futurist to facilitate the scenario planning project. The project ran for six months and included the following stages:
- internal interviews with a range of senior managers to develop an issues agenda,
- a strong environmental scanning process which saw a detailed databased of scanning 'hits' developed,
- two workshops with senior managers to
- a number of open workshops with university staff, and
- a communication strategy to publicise the scenario project outcomes to the university community.
Outcomes
The final report of the consultants was a stand-alone document that detailed the process followed, the environmental scanning 'hits', the thinking around the development of the scenarios, and the scenario narratives. Several presentations were made to university committees on the project outcomes, after which it was decided to further develop the range of strategic options available to the university to increase the usefulness of the outcomes. The movie titles used to 'name' these strategic options were well received, although it was less clear whether the implications of each option were equally well understood.
The environmental scan - trends and drivers of change - was published as a separate document for use by individual units in their strategic planning workshops. This publication proved popular, and was readily accepted by staff and units within the university as valid - probably because it was presented in terms that were understood and known. A self-directed workbook was also produced so that units who were interested in using the scenarios to trigger discussions about longer term planning were able to do so.
The project had a number of significant outcomes, including providing a shared and agreed image of how the work of this dual sector university could be understood, and a re-affirmation of the major elements of existing university strategy. The original purpose of the scenario project - to provide the context for the review of the university's top level strategic directions statement - did not, however, eventuate. In hindsight, it is possible to attribute this outcome largely to the impact of organisational politics and personalities, and ultimately to the arrival of a new Vice-Chancellor, who did not see the value in futures processes for strategy development.
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Developing a Strategic Plan for a Marketing Department
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Background
A university marketing department needed to develop a strategic plan that focused its activities in ways that supported the work of its internal clients, as well as maintaining an effective external presence for the university. In the past, marketing efforts had been disjointed and not cohesive in terms of presenting a single university message. One of the aims of this exercise was to develop the core of a university marketing plan that could ensure a consistent approach to marketing across the university.
Process
A one day strategic planning workshop was scheduled, and invitations to participate were sent to a wide range of internal clients. The aim of the workshop was to work with stakeholders to build a shared view of the marketing priorities for the university for the next three years that could inform the development of a new strategic plan, which would, in turn, support the development of a new university marketing plan.
Prior to the workshop, all participants were asked to answer four questions:
- how long have you been at the university?
- what is your role in relation to marketing?
- what are your major concerns about the university's marketing?
- if you had the power, what one thing would you do now that would make a big difference to university marketing?
The answers to these questions were collated and used to drive the first workshop session on identifying the three things that would make a difference to marketing, which could focus the strategic plan. A second session focused on external drivers of change and major trends with the potential to affect the university. Small groups then considered the trends likely to influence the marketing plan that needed to be monitored over time. This second stage produced data that can be used to review the marketing plan when required to ensure it is still robust. A third session focused on university strategy and its implications for both the marketing department and the marketing plan, which led to a final discussion around the major goals that needed to be included in a strategic plan.
A half day, second workshop was held about a month later to focus on developing the strategic plan itself. After an update on action taken as a result of the first workshop, small groups took one of the goals identified at the first workshop and fleshed this out to specify action, performance measures and targets. The plan was then finalised after the workshop and sent to participants for comment before it was published and implementation commenced.
Outcomes
This university-wide process was the first time all stakeholders had been directly involved in the development of the university marketing plan. As a result, a consistent and shared view of priorities was established, and improvements to critical processes such as communication were identified.
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