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

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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 Sonan Barre;, President


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Joint Task Force on Joint Task Force on Strategic Oversight Strategic Oversight

Final Report Final Report May 5, 2016 May 5, 2016

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JTFSO Membership

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

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!

  • What%important%
  • utcomes%need%to%

change?!(from!plans)!

  • Undergraduate!student!

experience!

  • Graduate!education!
  • Research!and!scholarship!
  • Actions/Priorities%for%

FY17%

  • For!completion!in!FY17! !
  • Multi>year!efforts!with!

FY17!action!

  • Performance%measures%
  • Available!
  • To!be!developed!

!

  • How%mutually%agreed?

upon%priorities%for% FY17%might%be%achieved%

  • Reallocation/refocus!
  • Revenue!growth!
  • Partnerships!
  • Strategic!investment!

(College!or!central)!

  • Initial%implications%for%

FY18%faculty%hiring%

  • Proposed!use!of!

vacancies!

  • Proposals!for!central!

funding! !

Proposed%Priorities% for%FY17% Proposed% % Resource%Plan%

By!mid>December! By!mid>February! By!mid>March! Mid>December! to!mid>January!

  • Discussion(with(Dean,(
  • thers;(feedback(on(

priorities(

  • Resulting(statement(of(

priorities(available( through(College<level( consultative(process(

  • Discussion(with(Dean,(
  • thers(
  • Feedback(on(

performance( expectations,(financial( commitments(

  • Results(in(departmental(

budget(proposal(for(roll< up(into(College(budget( plan;(available(for( review,(feedback(via( College<level( consultative(process(

  • College%Context%
  • Plans/priorities!
  • Initial!discussion!with!

Dean!

  • Background%

Information%

  • Resource!and!Staffing!

Profile!

  • Summary!of!

performance!measures! !

  • General!campus!

planning!context! !

Starting%Point%

November!

Developed(through( collaboration(between(Dean( and(department(head( Developed(through( collaboration(between(Dean( and(department(head(

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JTFSO Observations and Recommendations

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

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JTFSO Observations and Recommendations

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

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JTFSO Observations and Recommendations

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

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JTFSO Observations and Recommendations

Issue Recommenda-on Not enough 7me to fully address interdisciplinary and cross-cudng priori7es Prominently build

  • pportuni7es for collabora7on

into process Greater faculty involvement needed Ensure faculty are fully engaged in process Not enough 7me for feedback on plans Ensure sufficient opportuni7es for college and campus-level feedback

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JTFSO Observations and Recommendations

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

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Continuing Planning Activity

§ Rules Commi1ee and the Chancellor develop a standing commi1ee to provide

  • ngoing 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.

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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

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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