Phase Development

Phase One: Preparation & Data Analysis

• Review the institutional Strategic Plan
• Define the scope of the planning process
• Organize the leaders and participants for a successful process
• Collect and review data related to current and future state of the institution
• Conduct data-informed SWOT analysis
• Define the key performance indicators (KPIs)

Phase Two: Strategy Development

• Brainstorm strategies to optimize the KPIs
• Identify the major tactics for each possible strategy (note: Strategies are larger initiatives while tactics are specific action items or activities needed to accomplish or complete a strategy.)
• Determine estimated costs, impacts, and return on investment (ROI) for each of the possible major tactics
• Identify additional data collection in order to refine the possible strategies, major tactics, costs, and ROI
• Prioritize the strategies and major tactics based on attractive ROIs and other considerations

Phase Three: Enrollment Goal Setting & Plan Finalization

• Conduct enrollment and fiscal projection scenarios
• Determine multiyear KPI goals based on the most attractive scenario
• Finalize a written plan
• Conduct the appropriate approval process for the plan

Phase Four: Plan Implementation & Modification

• Form SEM Council and Task Groups
• Thoroughly implement the plan at every level
• Monitor and evaluate the plan’s outcomes
• Continue the planning process to align with new data or environmental changes that were unanticipated when the initial plan was created
• Update the plan based on monitoring, and continuous planning processes