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College Advancement Planning Group Notes
Date:11/5/2012
Activity: Email to Group -
Integrated Planning and Resource Allocation Timeline & 2010-2013 Strategic Plan Summary Update
Focus: Sharing of documents
Outcome: Email to Group
Document(s) Integrated Planning and Resource Allocation Timeline
Happy Monday!
I wanted to share a couple of items regarding Strategic Planning that were recently released:
- Attached is the Integrated Planning and Resource Allocation Timeline that includes dates until August of 2014
- You can also find the Strategic Plan Summary that was recently presented to CC and PBSC by visiting the below link, click on Documents and then on 2010-2013 Strategic Plan Summary Update
http://www.saddleback.edu/opra/sp/
Attn: Faculty
Caroline is in the midst of the Strategic Planning Process Evaluation semi-structured interviews. She will be conducting the faculty group on Friday and is still looking for additional faculty to participate. If you are interested, please contact Bob Cosgrove for details.
Thank you all for your time!
Date:10/23/2012
Activity: Email to Group - Status Update
Focus: Update
Outcome: Email to Group
Document(s) None
I hope that you are all doing well.
Please find an update of College Strategic Planning below:
Strategic Planning Process Evaluation
Caroline Durdella has launched the Strategic Planning Process Evaluation.
Below are excerpts from the Strategic Planning Process Evaluation document (draft):
The strategic planning process evaluation will consist of two components: (1) a series of small group, semi-structured interviews, and (2) an analysis of strategic planning documents.
Her method of the group semi-structured interviews is as follows:
A series of small group semi-structured interviews is proposed in order to ascertain the range of perspectives related to the effectiveness of the strategic planning process at Saddleback College. Specifically, this evaluation seeks to discover and affirm the strengths of the current strategic planning process as well as uncover any opportunities for improvement.
The evaluation seeks to facilitate comparisons of several perspectives; thus, small group interviews of four to six participants per group, which utilize a purposeful sampling technique, will be employed.
The groups consist of Classified Staff, Managers, Planning Group Chairs, the Executive Team, and Faculty (2 groups).
As chair of College Advancement, I will be participating in the small group interview scheduled for Monday, November 26th at 11am. If you have suggestions on the 2010-2013 Strategic Planning Process or ideas for the next strategic plan, please send me an email with your thoughts no later than Monday, November 19th. I will be certain to include your feedback during the interview.
2010-2013 Strategic Plan Status Report
On Thursday of last week Caroline gave a presentation to PBSC on the status of the 2010-2013 Strategic Plan. She will be presenting the status report to Consultation Council this afternoon.
I look forward to sharing with you any additional information as it becomes available.
As always, thank you for your time.
Date:9/9/2012
Activity: Email to Group - Status Update
Focus: Update
Outcome: Email to Group
Document(s) None
Happy Fall Semester! It seems like things are off to a great start.
PBSC held its first meeting of the semester last Thursday. Please find updates below:
District Planning Report
District wide planning meeting scheduled for Friday, 9/7 at 8:30am. Items for discussion/review: District College Function Map & District Wide Planning and Decision Manual
Integrated Planning & Resource Allocation Timeline
Draft of an Integrated Planning & Resource Allocation Timeline for July 2012 – August 2014 was presented by PBSC Co-Chair & Director of Research, Planning, and Accreditation Caroline Durdella. The document integrates planning and budget for both the 2010-2013 and the upcoming 2014-2017 strategic plans. Feedback and discussion is currently taking place.
Resource Allocation Status
CRC Recommendations
Recommendations were made to the President.
Approval was granted for the top classified position (IT), the top 4 equipment requests (Matriculation & Transfer furniture due to move from CC), and the top 3 technology projects (IT)
Equipment Replacement Requests
Equipment replacement forms will be sent out via the Office of Research, Planning, and Accreditation.
Budget Presentation:
PBSC Co-Chair, VP Carol Hilton gave a budget report.
Other:
Website
All planning group websites are being migrated over to a standard look. This will likely change the address of our website. If/when this occurs, I will be certain to inform you so that you can update any links you may have set up.
At this time, the Office of Research, Planning, and Accreditation is determining the progress of the 2010-2013 strategic plan. Once the overall status is determined, the planning groups will reconvene for a status update. The Responsible Persons are continuing their great work on any outstanding items.
I will be in touch once more information is available.
Thank you for your time and have a great week!
Date:7/12/2012
Activity: Email to Group - Update & No Meeting 7/18
Focus: Update and Cancel of Meeting
Outcome: Email to Group
Document(s) None
Good Afternoon College Advancement,
I hope that you are all doing well.
An update….
PBSC
PBSC met this afternoon. Caroline Durdella, Director of Planning, Research, and Accreditation chaired her first meeting and we discussed the following topics:
- Planning Groups: Group Focus & Responsibility, Group Membership, Chair Meetings, & Standard Group Meetings – Next Step: To be discussed further
- Planning group websites and the possible movement to a SharePoint/intranet type of platform – Next Step: To be discussed further
- Status Reports: Updates are being compiled by the Office of Research, Planning, and Accreditation. Once those plans are finalized they will be placed into the new TracDat software where we will be able to update actions steps as well as add new ones when appropriate.
Meeting
In lieu of the discussions revolving future planning and the possible changes to planning group meeting schedules, our meeting for next Wednesday, July 18th from 3:00-4:30pm has been cancelled. We will regroup again once a decision has been made on how all groups will proceed. Our next meeting we be a report out on progress made by the Responsible Persons for each strategy as well as the roll out of any new planning processes.
Thank you again for all of your time.
Please have a fantastic weekend and I hope to catch up with you all soon!
Date:5/17/2012
Activity: Email to Group - Update and Meeting Save the Date
Focus: Update and Save the Date for next meeting
Outcome: Email to Group
Document(s) CAPG_Strat Plan Update_Year 1_5.17.2012
I hope that you are all doing well.
An update….
Year 1 Strategic Plan Update
Today I was able to submit the attached Year 1 update to the Research, Planning, and Accreditation Office as requested by PBSC. You will be able to view the modifications as they are indicated via Track Changes. The full document will be updated and sent out thereafter.
Resource Allocation Process
It was announced that the CRC has completed their task of creating a single, unified list of “College-wide Resource Needs”, by type. Next is step 5 in the process where PBSC will advise CRC of tentative funding available.
PBSC
We are scheduled to meet on Thursday, May 31st.
CAPG Meeting Survey
Thank you to all who responded to the survey. Here are some findings:
- 100% of respondents are available to meet in the summer
- 83.3% of respondents indicated that Wednesday works best for their schedule with Tuesday (66.7%) noted as the second best day
- For summer, mornings and afternoons received the same number of responses
- 100% of respondents are available to meet in the fall
- 83.3% of respondents indicated that Wednesday works best for their schedule with Thursday (50%) noted as the second best day
- 83.3% of respondents noted that afternoons work best during the fall semester
From this short survey, it seems that our normal schedule of Wednesday afternoons may be most appropriate both during summer and fall. I suggest that we have one summer meeting after the new Director of Research, Planning, and Accreditation begins work and has an opportunity to attend a PBSC meeting(s). This will allow him/her an opportunity to brief the strategic planning chairs of our next steps in the planning process. Therefore, I propose that we save the date for Wednesday, July 18th from 3:00-4:30pm as our next meeting date. The location is TBD. Also, should the need arise to meet before then, I will alert you and try to schedule a quick Wednesday afternoon meeting. In the meantime, I will keep you informed when strategic planning information becomes available.
Have a wonderful Commencement Day and I’ll see you in July!
Date:5/17/2012
Activity: Email to Research, Planning, and Accrediation Office
Focus: Year 1 Update as requested by PBSC
Outcome: Email to Nicole Ortega
Document(s) CAPG_Strat Plan Update_Year 1_5.17.2012
Good Afternoon Nicole,
Please find College Advancement’s Strategic Plan Update for Year 1 attached. I believe today is the due date. Modifications are noted via Track Changes. Hopefully this will assist you with imputing into the final document.
Please let me know if you need anything additional from College Advancement.
Date:4/26/2012
Activity: Email to Group - Strategic Plan and PBSC Update - Summer/Fall Meeting Schedule Survey
Focus: Update on Resource Allocation Process
Outcome: Email to Group
Document(s) Annual Planning and Resource Allocation Process, Strat Plan Update, PBSC Minutes 02.23.12, 4.19.12 PBSC Agenda
Good Morning College Advancement,
I hope that you are all doing well.
An update….
Last week PBSC met after a bit of a break. I have attached the minutes to the February 23rd meeting as well as last week’s PBSC Agenda. Additionally, attached is the Office of Research, Planning, and Grants’ updated year 1 progress report. This report is a collection of all of the updates that they received from the listed Responsible Persons. It was determined at this meeting that the Responsible Persons for each of the Action Steps would again review and update the attached draft as it seemed incomplete. I will be working with those individuals from College Advancement (Thank you Jennie, Leslie, and Don) to ensure that we submit any further updates by the Thursday, May 17th deadline. Once the final college draft is complete, I will be certain to send it out for information purposes.
It was also discussed that although the strategic plan is being inserted into TracDat, using TracDat at the planning group level may not occur until Year 3 planning. Therefore we will continue to use the current reporting process for Year 2.
With regard to the resource allocation process, we are currently at the stage, “CRC will meet and create a single, unified list of “College-wide Resource Needs”, by type.”
CRC met last week and are meeting again this week to complete this task. I’ve also attached the approved process to remind us of the next steps.
Also, the newly revised position of Director of Planning, Research, and Accreditation is currently vacant. The position will hopefully be filled soon.
Year 2 actions steps are progressing through the leadership of the Responsible Persons. In an effort to meet to share progress and solicit group feedback, we should plan our next meeting. Please take this quick survey regarding your summer and fall schedule availability. The survey will be opened for two weeks. Following May 10th, I will share the survey results. We will then determine a plan for summer/fall.
https://www.surveymonkey.com
Thank you all for your time and commitment to college planning.
Date:1/9/2012
Activity:
Email to Group - Resource Allocation Request form, process and timeline
Focus: Update on Resource Allocation Process
Outcome: Email to Group
Document(s) Annual Planning and Resource Allocation Process FINAL, SC Resource Allocation Form Final
Happy New Year College Advancement!
I hope you are doing well.
For your information, please find the final resource allocation request process and form attached.
Please note:
- January 31st. Dept. chairs, faculty coordinators, and unit managers submit requests for NEW equipment, technology, facilities and non-faculty human resources to the administrator or manager. The administrator or manager may add additional requests for their area.
Also, at the December 1st PBSC meeting I was able to give an update on College Advancement. I shared our recommendation to have Strategy 3.4.D moved from under the purview of College Advancement to a more suitable planning group. PBSC concurred with our recommendation and added that it may be more appropriate under the purview of either Student Affairs and/or Educational Development. Last week I asked both planning groups to add Strategy 3.4.D to their next meeting agenda.
As a reminder, we are scheduled to meet on Wednesday, February 15th from 3-4:30pm in FA 306.
I look forward to seeing you then!
Date:9/28/2011
Activity:
Group Meeting
Focus: Discuss Management Support grid and progress made on Year 2 initiatives. Reports from
Outcome:
Document(s) Management Support Grid, Agenda
Date:9/26/2011
Activity:
Email to Group - Meeting Reminder Wednesday, 9/28/2011
Focus:
To remind group of meeting
Outcome:
Email to Group
Document(s) SP 2010-2013 Management Support Grid
Just a quick reminder that we will be meeting this Wednesday, September 28th at 3:00pm in FA 306.
At that time we will discuss the Management Support grid (attached) that was discussed at Consultation Council last week, progress, if any, made on Year 2 initiatives and tactics, and the Year 2 strategic plan timeline.
Date:8/31/2011
Activity:
Email to Group - Year 1 Updates and Year 2 Planning
Focus:
To share meeting notes
Outcome:
Email to Group
Document(s) Year 1 Status Report, Year 2 Initiatives and Tactics
Thank you to everyone for your time and discussion this afternoon.
Thank you also to those who shared updates of Year 1 with the group. We appreciate your great work over the past year and we look forward to supporting you going forward.
Please find the following documents attached:
Year 1 Status Report
Reflects the ideas and work over the past year
Year 2 Initiatives and Tactics
Reflects today’s discussion
Please feel free to use this document to capture additional thoughts on Year 2 planning ideas
Remember: We can also revisit the initiatives this year so if you have an initiative idea, please be sure to note it
The FA Division has graciously offered their FA 306 conference room for our September and October meetings (see outlook invites).
We have not yet identified a location for our November meeting……perhaps we should hold off scheduling it until we know more about our deadlines, etc.
I plan to share updates, etc. between now and our September meeting. Please continue thinking about Year 2 initiatives and tactics and I’ll be in touch!
Date:8/31/2011
Activity:
Email to Group - Meeting Reminder Wednesday, 8/31/2011
Focus:
Meeting Reminder
Outcome:
Email to Group
Document(s)
Welcome Back!
Just a quick reminder that we will be meeting next Wednesday, August 31st at 3:00pm in VIL 9-03.
At that time we will discuss the progress made on the Year 1 initiatives and tactics, discuss the Year 2 timeline, and establish a meeting schedule for the fall.
If you are unable to make the August 31st meeting please let me know what days/dates will work for you and I will be sure to have the group take your schedule under consideration at that time.
Thank you in advance.
Date: 5/3/2011
Activity:
Email to Group - No Meeting May 4th - Reconvene Fall 2011
Focus:
No Meeting and Fall Meeting
Outcome:
Email to Group
Document(s) none
Good Morning College Advancement,
I hope you are all doing well.
Last Tuesday Consultation Council (CC) approved the Strategic Planning Year 1 Implementation process. The actual plan is being updated with the few changes made by CC and will be sent out shortly. Once released, action will be taken on the Year 1 Initiatives and Tactics by the designated responsible party and will be tracked by the assigned Manager for the specified goal.
Since I do not have an updated draft to share with you at this time, it seems that the only item left for tomorrow’s meeting is to set our meeting schedule for fall 2011. Historically, Wednesday afternoons have worked for most of the group therefore, I would like to suggest that we hold our first meeting for the fall on Wednesday, August 31st, 3:00-4:30pm in VIL 9-03 and that we iron out the remainder of the fall at that time. If you are unable to make the August 31st meeting please let me know what days/dates will work for you and I will be sure to have the group take your schedule under consideration at that time.
I look forward to working with you in the fall in our efforts to plan Year 2 Initiatives and Tactics. Until then, have a wonderful summer!
Date: 3/21/2011
Activity:
Email to Group - No Meeting April 20th - Status Update
Focus:
No Meeting April 20th - Year 1 Initiative and Tactics Status
Outcome:
Email to Group
Document(s) none
I hope you are all doing well.
Last week PBSC reviewed the Year 1 Initiatives and Tactics and with some suggested changes forward it on to CC for review. Yesterday CC received an updated copy of the document for review and will be discussing it at their next meeting on April 26th. Due to this timeline, our April 20th meeting has been cancelled. We will meet on May 4th, as previously scheduled, to determine our next steps.
Once I receive an updated copy of the plan, I will pass it on to all of you.
Thank you for your time and have a wonderful April!
Date: 3/21/2011
Activity:
Email to Group - No Meeting 3/23
Focus:
Update and Cancellation of 3/23 & 4/6 Meetings
Outcome:
Email to Group
Document(s) none
I hope you all had a great weekend.
At the last meeting of strategic planning group chairs it was determined that once the year 1 goals, strategies, and tactics are approved by PBSC and then CC the responsible persons identified in the plan will take action accordingly. Due to this change in implementation, the strategic planning groups will be on recess until it is time to develop new goals and strategies for year 2.
Therefore, our meetings for Wednesday, March 23rd and April 6th have been canceled. As information and timelines for year 2 become available, I will be certain to pass the information along to you. At this time, please keep the April 20th and May 4th meeting dates on your calendars for the spring in the event we need to meet to discuss year 2.
Thank you again for your participation in College Advancement!
Date: 3/3/2011
Activity:
Email to PBSC via Gretchen Bender - UPDATE: Year 1 Initiatives and Tactics (Updated)
Focus:
Submission of Updated Initiatives and Tactics to PBSC
Outcome:
Email to Gretchen Bender
Document(s) See 2/28 email
Date: 3/2/2011
Activity: Email to Group - UPDATE: Year 1 Initiatives and Tactics - 2/23 Meeting Updates
Focus:
Update regarding change in submission date request
Outcome: Email to Group
Document(s) See 2/28 email
Happy Wednesday!
This morning I received a request to have our updates submitted ASAP. If you have not yet reviewed the updates from last week’s meeting please do so and let me know if you have any additional feedback.
I plan on submitting the changes to Gretchen by COB today.
Thank you all of your time and commitment to College Advancement.
Date: 2/28/2011
Activity: Email to Group - Year 1 Initiatives and Tactics - 2/23 Meeting Updates
Focus: Share of meeting updates, request for review, Friday PBSC submission
Outcome: Email to Group
Document(s)CAPG Initiatives and Tactics Updated 2-23-2011
I hope you had a great weekend!
Thank you to those who attended our meeting last week.
At that meeting we were able to review the college-wide feedback received and made changes and/or additions. Attached you will find our notes. Please review and let me know by COB this Thursday if you have any further changes, comments, or questions. I plan on sending our completed changes to PBSC via Gretchen on Friday.
Also, we agreed to have our meetings sent out via Microsoft outlook. Each of you should have received the request for the next meeting on March 23rd (VIL 9-03) as well as the remaining spring 2011 meetings. If you did not, please let me know and I will research the situation.
Thank you in advance for your time.
Date: 2/23/2011
Activity: Group Meeting
Attendees: Estella, Hiro, Sandy, Amy
Focus: Review of College-Wide Feedback/Edits
Outcome: Reviewed and updated tactics.
Document(s) see below
Date: 2/22/2011
Activity: Email to Group - Meeting Reminder 2/23 & Review of Edits
Focus: Reminder of next meeting and to share college-wide edits
Outcome: Email to Group
Document(s) 021711 all edits for spg
I hope you are all doing well.
Last Thursday the initiatives and tactics along with all feedback received was sent out to the planning groups for review and discussion.
At tomorrow’s meeting we will take a look at our assigned goals (3.1 and 3.4) along with the feedback received to determine if we would like to make any changes or additions. Please take a moment to review the feedback (3.1 pages 13-16, 3.4 pages 21-23).
Thank you in advance for your participation at tomorrow’s meeting.
Date: 2/8/2011
Activity: Email to Group - No Meeting 2/9
Focus: To share meeting cancellation
Outcome: Email to Group
Document(s) none
Good Afternoon College Advancement,
I hope you are all doing well.
Please find the current status of the Strategic Plan below:
- PBSC will meet Thursday to review the Strategic Plan & the Classified Staff Hiring Prioritization
- CC will meet next Tuesday and is scheduled to review the Strategic Plan
I hope you find this information helpful and I will keep you apprised of any additional information as it becomes available.
Also, due to this schedule, we will not be meeting tomorrow afternoon.
Have a wonderful rest of the week!
Date: 12/9/2010
Activity: Email to Group - 12/8 Meeting Notes
Focus: To share meeting notes
Outcome: Email to Group
Document(s) none
I hope you are all doing well.
Thank you to all who made it to our meeting yesterday.
Reminder: A Strategic Planning presentation by Gretchen Bender will take place during in-service, January 5 at 4pm in BGS 232. After the large group presentation the planning groups are scheduled to meet for a breakout session. However, College Advancement will not be meeting for the breakout session as we met yesterday (as was previously scheduled).
Also, as discussed at yesterday's meeting, please find the spring 2011 meeting schedule below:
Wednesdays
Time: 3:00 - 4:30pm
Location: President's Large Conference Room
January 26
February 9
February 23
March 9
Location: President's Small Conference Room
March 23
April 6
April 20
May 4*
*Discussion regarding Summer meeting schedule
I look forward to working with all of you in 2011!
Date: 12/8/2010
Activity: Group Meeting
Attendees: Estella, Hiro, Jennie, Terence, Jan, Nina, Amy
Focus: Finalize Year 1 Initiatives and Tactics Status and Spring 2011 schedule
Date: 11/9/2010
Activity: Email to Group - No Meeting 11/10
Focus: To inform of cancelled meeting
Outcome: Email to Group
Document(s)DRAFT 3 combined inititaves and tactics for pbsc
I hope you are all are doing well.
Welcome Sandy Marzilli, Director of the Emeritus Institute to College Advancement!
As noted in the prior email, the latest draft of initiatives and tactics which includes feedback captured thus far will continue to go out to all groups for review. Please send your feedback directly to Gretchen Bender at gbender@saddleback.edu by COB Monday, November 15th. All feedback and suggestions will be consolidated into one final draft for final review at PBSC.
Also, it was determined today that CC will not be reviewing the stated proposals as listed in the last email (with one exception - see below), as further discussion is necessary regarding the current state of the process. Therefore, in light of this news, there will not be meeting for College Advancement tomorrow. Instead I will track the progress of the initiatives and tactics and keep you posted as things progress. It is also not likely that we will have much movement (aside from what I can send via email) before the Thanksgiving Break and therefore we will not meet on Wednesday, November 24th.
We will however meet on Wednesday, December 8th from 1:30 - 3:00pm in the President's Large Conference room. At that time we will discuss any progress made as well as determine our spring schedule.
Lastly, please note that the classified hiring resource request form is scheduled to be released to management this week. The deadline for submission will be Friday, December 10.
Please let me know if you have any questions.
Thank you for your patience as we progress through this new process. Have a great Thanksgiving!
Date: 11/5/2010
Activity: Email to Group - Strategic Planning (SP) Status & Meeting Reminder 11/10
Focus: To inform of current SP status and meeting reminder
Outcome: Email to Group
Document(s) DRAFT 3 combined inititaves and tactics for pbsc
Good Afternoon College Advancement,
Happy Friday Afternoon!
Here are a few items to bring you up to speed with Strategic Planning:
1. Attached you will find the latest draft of initiatives and tactics which includes feedback captured thus far (in red). This version will also be going out to all groups for review next week. Please send your feedback directly to Gretchen Bender at gbender@saddleback.edu by COB Monday, November 15th. All feedback and suggestions will be consolidated into one final draft for final review at the next PBSC meeting.
2. PBSC is recommending the following proposals to Consultation Council (CC) next Tuesday, November 9th
a. Recommends to extend year 1 implementation to June 2012
b. Recommends to extend the strategic planning timeline from a 3 year plan to a 5 year plan
c. Recommends that no funds be distributed for the strategic plan during the 2010-2011 academic year but instead begin distribution of funds in the 2011-2012 academic year
d. Recommends that the classified hiring process move forward at this time, proposed release date of Wednesday, November 10 and Deadline date of Friday, December 10
The nature of these items will frame our discussion at next week’s meeting. I am hoping that I can answer any questions you have regarding these proposals as well as be able to share CC’s decision. Please also bring your spring calendars as this may be our last opportunity to develop a schedule for next semester.
Have a great weekend and I look forward to seeing you next week.
Date: 10/21/2010
Activity: Email to Group - No Meeting 10/27
Focus: To inform of cancelled meeting
Outcome: Email to Group
Document(s)
Good Afternoon College Advancement,
All Year 1 Initiatives and Tactics are scheduled for discussion by PBSC next Thursday and will continue with the other groups thereafter. Due to this new timeline, College Advancement will not be meeting next Wednesday, October 27th. We will meet on November 10th as scheduled.
I will keep you informed as the draft progresses.
Date: 10/13/2010
Activity: Email to Group - No Meeting 10/13
Focus: To inform of cancelled meeting
Outcome: Email to Group
Document(s)
Good Afternoon Everyone,
Per last email (below), there is no College Advancement meeting today. Please enjoy the rest of the afternoon and we'll see you on the 27th.
Date: 10/7/2010
Activity: Email to Gretchen Bender, Director of Research, Planning, and Grants (PBSC)
Focus: To submit deliverables to the Research Office
Outcome: Email to Research, Planning, & Grants Director
Document(s) College Advancement 10012010 Initiatives and Tactics with Deliverables
Date: 10/6/2010
Activity: Email to Group
Focus: To inform about added Deliverables
Outcome: Email to Group
Document(s) College Advancement 10012010 Initiatives and Tactics with Deliverables
Good Afternoon College Advancement,
Yesterday at the Strategic Planning Group Chair meeting, it was determined that “Deliverables,” should be outlined in order to give the group benchmarks for this phase.
I briefly worked with the responsible party for each tactic (except with the Foundation Director) to develop these deliverables and have attached them for your review.
Please let me know if you have an objection to any one of them as I will be sending them to PBSC shortly.
Note: Our list of initiatives and tactics will be going to PBSC, Management Team, Consultation Council, & the Academic Senate before they are approved by the President. Each of the four planning group chairs will be attending these review meetings.
Since the Academic Senate meeting is on Wednesday, October 13th, it is not likely that we will have a final approved document in time for our 3pm meeting. Therefore the College Advancement meeting for that day has been cancelled. Our next meeting will be on October 27th as previously scheduled.
Please also note that College Advancement will continue to meet for the remainder of the year as this will allow us the opportunity to report on how the implementation process is progressing.
I look forward to our continued work together.
Thank you all again for your great work!
Date: 10/1/2010
Activity: Email to Group
Focus: To inform of Submitted Status: College Advancement Year 1 Initiatives, Tactics, and Definitions of Terms
Outcome: Email to Group
Document(s)CollegeAdvancement10012010InitiativesandTactics.pdf
Good Afternoon College Advancement,
I hope you are all doing well.
Thank you for another great meeting on Wednesday.
I have submitted our group's work to Gretchen (PBSC) so we are now in "submitted status". Please find the email below as well as a PDF attached.
Please also visit our website at www.saddleback.edu/ca and let me know if I have missed anything.
Thank you again and have a fantastic weekend!
Date: 10/1/2010
Activity: Email to Gretchen Bender, Director of Research, Planning, and Grants (PBSC)
Focus: To submit College Advancement Year 1 Initiatives, Tactics, and Definitions of Terms
Outcome: Email to Gretchen
Document(s) College Advancement 10012010 Initiatives and Tactics
Good Afternoon Gretchen (PBSC),
Please find College Advancement’s Year 1 Initiatives, Tactics, and Definitions of Terms attached.
Please let me know if you need anything additional from our group.
Date: 9/29/2010
Activity: Group Meeting
Attendees: Estella, Ana Maria, Leslie, Hiro, Jennie, Bart, Terence, Jan, Kerisa, Nina, Amy, Nicole
Focus: Finalize Year 1 Initiatives and Tactics, Define Terms
Outcome: Completed Initiatives, Tactics, and Definitions. Ready to submit to PBSC.
Document(s) MeetingAgenda9-29-2010.pdf,
College Advancement 09292010 meeting notes Final
Date: 9/28/2010
Activity: Email to Group - 9/29/2010 Meeting Reminder
Focus: Reminder of Group meeting
Outcome: Email to Group
Document(s) College Advancement 09152010 meeting notes
Good Afternoon College Advancement,
Reminder:
Next meeting Wednesday, September 29th from 3:00 – 4:30pm in the President’s Small Conference Room.
See you soon!
Date: 9/17/2010
Activity: Email to Group - 9/15/2010 Meeting Notes
Focus: Distribution of Meeting Notes
Outcome: Email to Group
Document(s) College Advancement 09152010 meeting notes
First off, welcome Kerisa Ward, student committee member to the group! We look forward to having you join us.
Thank you for another great meeting on Wednesday! We made tremendous progress in finalizing our first year initiatives and tactics.
Please find a copy of our notes attached. Please also pay close attention to page 12 where we are going to define several terms that are used in our goals, strategies, initiatives, and tactics. Email me by Monday, September 27 any possible definitions you would like the group to consider at our next meeting. We are hoping to capture the group’s definitions in order to assist those who will be working on the tactics. Again, any ideas you would like to submit before the next meeting would be helpful in guiding our conversations.
See you all on Wednesday, September 29th from 3:00 – 4:30pm in the President’s Small Conference Room.
Have a great weekend!
Date: 9/15/2010
Activity: Group Meeting
Attendees: Estella, Ana Maria, Leslie, Hiro, Jennie, Bart, Terence, Jan, Nina, Amy, Nicole
Focus: Review, Discuss, and Finalize Initiatives and Tactics
Outcome: Reviewed and discussed all initiatives and tactics
Document(s) MeetingAgenda9-15-2010.pdf, CollegeAdvancement09152010meetingnotes.pdf
Date: 9/14/2010
Activity: Email to Group - 9/15/2010 Meeting Reminder
Focus: Reminder of Group meeting
Outcome: Email to Group
Document(s) College Advancement 09012010 meeting notes
Good Afternoon College Advancement,
Please bring a copy of the attached notes (or your notes from last meeting) to tomorrow's meeting.
Looking forward to another productive discussion!
Wednesday, September 15, 2010
3:00 - 4:30pm
President's Small Conference Room
Thank you!
Date: 9/2/2010
Activity: Email to Group - Reminder of College Advancement Meeting 9/1/2010
Focus: Reminder of Meeting
Outcome: Email to Group
Document(s) College Advancement Proposed 3-Year Initiatives and Tactics (draft)
Good Morning College Advancement,
Thank you for a fun and productive meeting yesterday!
Since the last initiative (3.4.D.) was defaulted to “Develop the campaign” it seems that we have completed (at least a draft) of all initiatives. Great job!
Attached you will find the worksheets that reflect our work thus far. Please review them before the next meeting on Wednesday, September 15th where we will be finalizing all of the initiatives and tactics.
College Advancement
Fall 2010 Meeting Schedule
Wednesdays, 3-4:30pm
Small Conference Room
9/15/2010
9/29/2010
10/13/2010
10/27/2010
11/10/2010
Large Conference Room
11/24/2010
12/8/2010*
*Discussion regarding Spring meeting schedule
Thank you again!
Date: 9/1/2010
Activity:College Advancement Meeting
Attendees: Estella, Ana Maria, Leslie, Hiro, Jennie, Bart, Terence, Jan, Nina, Amy, Gretchen, Nicole, Kevin
Focus: Development of Initiatives and Tactics
Outcome: Developed Initiatives and some tactics. To be finalized at next meeting.
Document(s) Agenda, College Advancement 3-Year Implementation Ideas
Date: 8/31/2010
Activity: Email to Group - Reminder of College Advancement Meeting 9/1/2010
Focus: Reminder of Meeting
Outcome: Email to Group
Document(s)
Good Afternoon College Advancement,
Just a quick reminder that we will be meeting Wednesday, September 1st from 3:00 - 4:30pm in the President's Small Conference Room, AGB. The Director of Research Planning and Grants, Gretchen Bender will be joining us as well as Kevin Dalla Betta from the Foundation who will be there to help us in our discussion of goal 3.1.
See you then!
Date: 8/24/2010
Activity: Email to Group - A Call for 1, 2, & 3 Year Initiatives (Submit by 8/25/2010)
Focus: Reminder of Meeting and (re-) Call for Ideas
Outcome: Email to Group
Document(s) none
Good Afternoon College Advancement,
Happy Fall Semester!
Reminder: College Advancement will meet Wednesday, September 1st from 3-4:30pm in the “cozy” AGB small conference room.
To recap the last email…
Where are we now?
This first year implementation process is now underway and can be found both on our website at www.saddleback.edu/ca and on the strategic planning website under Full Implementation Doc.
What’s next?
The timeline to complete the 3-Year Initiatives and the Tactical Planning worksheets is the end of September.
• Please become familiar with our assigned goals and begin brainstorming possible Year 1, 2, and 3 initiatives.
• Please send your ideas to me via email by Wednesday, August 25th as I will compile the list and bring them to the meeting for dialog and discussion.
• Once we finalize our initiatives we will begin tactical planning for each of the initiatives.
Thank you to all of you who have already submitted your ideas and I look forward to additional contributions from the group shortly.
Date: 8/6/2010
Activity: Email to Group - College Advancement Takes Action!
Focus: Meeting information and Worksheet Assignments
Outcome: Email to Group
Document(s) College Advancement 3-Year Implementation Worksheet
Good Morning College Advancement,
I hope you are all doing well.
First off, Welcome Amy Wheeler and Bart McHenry to College Advancement!
Also, thank you to all of you who responded to my last email. It looks like our next meeting will take place on Wednesday, September 1st from 3-4:30pm in the “cozy” AGB small conference room.
Here are a couple of answers to some important questions:
Where are we now?
Earlier this week the Consultation Council (CC) recommended to the President the first year implementation process of the strategic plan. This process is now underway and can be found both on our website at www.saddleback.edu/ca and on the strategic planning website under Full Implementation Doc.
What’s next?
You will notice from the Full Implementation documents that the timeline to complete the 3-Year Initiatives and the Tactical Planning worksheets is the end of September which means that we will only have two regular meetings in which to complete the worksheets. Since this is a limited amount of time it is important that we get a jump start.
- Please become familiar with our assigned goals and strategies (see attached worksheets) and begin brainstorming possible Year 1, 2, and 3 initiatives.
- Please send your ideas (may come from our Parking Lot) to me via email by Wednesday, August 25th as I will compile the list and bring them to the meeting for dialog (conversation) and discussion (decision). Note: We have 2 goals with a total of 7 strategies that we will need to develop action plans for so the more the merrier.
- Once we finalize our initiatives we will begin tactical planning for each of the initiatives where we will discuss Tactics, Responsible Personnel, Timelines or Due Dates, and Deliverables. This process may take place during our first meeting while we are developing the actual initiatives or via email after the first meeting.
Thank you all in advance for your contributions and I look forward to receiving your emails later this month.
Have a fantastic weekend!
Date: 7/16/2010
Activity: Email to Group - College Advancement Gears Up For Implementation!
Focus: Share new Implementation process
Outcome: Email to Group
Document(s) none
Good Morning College Advancement,
I hope you are all enjoying your summer thus far!
As you may recall, once the planning stage of the strategic plan ended the strategic planning groups (SPGs) went on hiatus for an undetermined amount of time. Now that the implementation stage of the planning cycle is beginning, the SPGs’ contribution is being expanded.
College Advancement has been assigned two (2) goals and the strategies that fall under these goals:
Goal 3.1
Increase external foundation contributions to $1 million annually.
- Establish and utilize a comprehensive alumni database to increase contacts and support.
- Expand business, community, and individual partnerships to increase financial contributions.
- Strengthen planned giving.
Goal 3.4
Improve the efficiency of college-wide communications and marketing strategies through a centralized system.
- Enhance communication with students and faculty to include the latest technology.
- Develop and implement a plan that integrates marketing and public relations into the larger college community.
- Create an innovative Visitor’s Center.
- Develop and implement a campaign to increase the number of high school employees that would recommend Saddleback College.
College Advancement along with the other planning groups will now be charged with completing the following worksheets as well as ensuring that the implementation process progresses:
3-year Implementation Worksheets
Comprised of 3-year initiates for each of the strategies under our assigned goals
Annual Tactical Planning Worksheets
(Tactics, Person Responsible, Timelines or Due Dates, Deliverable, Resources required) Comprised of tactics (the to-do list) for the Year 1 initiatives that we determined on the 3-year implementation worksheets
Note: Currently the Research, Planning, and Grants office is working on developing baselines for each of the goals. This information will assist us with determining our initiatives.
Although a concrete timeline is still being determined by the Planning & Budget Steering Committee (PBSC), it is clear that the turnaround time for completing our worksheets will be short. Therefore, it is imperative that College Advancement begin considering our new charge and developing a way to proceed in a timely manner.
At this point, I would like to clarify two items 1) membership, and 2) possible 1st meeting times.
Please reply to this message with the following information:
Are you still interested in being an active member of College Advancement?
Is there someone else who will be taking your seat?
Are you available the week of August 30 – September 3 for our first meeting?
Please note that one of our active members is available only Wednesday afternoons (after 1:30pm), Thursday mornings, and anytime on Friday. Please let me know if one of these options will work for your schedule as well. It will be at this initial meeting where we will discuss a fall & spring schedule.
In the meantime, I will pass on more information about this new implementation process as it becomes available. Please feel free to begin brainstorming about possible ideas you (or your areas) may be able to contribute to the initiatives and tactics.
Thank you in advance for your time and effort.
I look forward to working with you again on this next stage of the strategic planning process.
Date: 4/29/2010
Activity: Email to Group - Parking Lot of Ideas
Focus: Share Parking Lot of Ideas with group
Outcome: Email to Group
Document(s) College Advancement Parking Lot - End of Planning Stage
Good Morning College Advancement,
Please find the College Advancement Parking Lot of ideas attached for your reference. Some of these ideas were too specific to be goals or strategies but may very well be great ideas to submit as tactics through your division/department. Note: The Resource Allocation Request form is still being modified but will be made available to your division/department at the appropriate time.
As we move from the planning stage of the process into implementation, there are no further meetings scheduled.
I will send you pertinent information as it becomes available and if the group determines that a need for a meeting arises, we will begin with setting a date.
Thank you again for your great work on College Advancement!
Date: 4/28/2010
Activity: Email to Group - 2010 - 2013 Draft Strategic Plan Posted
Focus: Inform group of Draft Strategic Plan & Strategic Plan Forum
Outcome: Email to Group
Document(s) CA Strategies and Final Strategies Review, Draft Strategic Plan
Good Afternoon College Advancement,
I hope you are all doing well.
Yesterday CC approved 29 strategies and therefore the 2010-2013 Draft Strategic Plan is ready to move to the next stage of the process. College-wide feedback and suggestions are being solicited at the Strategic Plan Forum (College-Wide Discussion of Proposed Strategic Plan) which is scheduled for Thursday, May 6th from 1:00-2:00pm in SSC212. Hopefully you will be able to attend.
Attached you will find a copy of the Final Draft which is also posted on the Strategic Planning website, http://www.saddleback.edu/gov/sp/index.html Please also find a document outlining the progression of CA's strategies attached for your records. I hope you find these documents helpful.
I will also be putting together the list of our "Parking Lot" items and sending them out to the group so that you can decide whether to move forward with them in your respective areas.
Thanks again for you time and great work on this planning group!
Date: 4/26/2010
Activity: College Advancement Meeting
Attendees: Estella, Leslie, Hiro, Jennie, Terence, Jan,
Focus: Strategic Planning Timeline/Status & Review of Survey Results
Outcome:
Great work CAPG!
Strategic Plan Forum - Thursday, May 6th, 1:00 - 2:00pm, SSC212
Future meetings TBD
Document(s):Agenda, CAPG Survey Results
Date: 4/23/2010
Activity: Email to Group - Reminder: Meeting on Monday, April 26th
Focus: Reminder of group meeting
Outcome: Email to Group
Document(s)
Good Afternoon College Advancement,
I hope you are all doing well.
Just a quick reminder that we will be meeting on Monday, April 26th at 3:00pm in the President's Large Conference room.
See you then!
Date: 4/8/2010
Activity: Email to Group - No Meeting April 12
Focus: To share information with group
Outcome: Email to Group
Document(s)
Good Afternoon College Advancement,
Keeping CAPG in the loop….
CC is currently reviewing the proposed strategies that were submitted by the planning groups. Due to the number of proposed strategies the process will take additional time therefore PBSC will be meeting again next week in an effort to expedite the process.
On Wednesday you should have received an email from the research office that provided a link to the planning group survey. Please take a few moments to provide your feedback as we will be using this information to inform our next cycle.
Due to the review process timeline and because we will not have feedback from the survey until the third week of March it seems feasible to postpone our March 8 and March 22 meetings. Our next meeting of this cycle, as previously scheduled, will be Monday, April 1 (3-4:30pm) where we hope discuss the following:
Status of strategies (evolution of our proposed strategies)
Sharing of possible tactics (from our Parking Lot) –
Survey results (plan for next cycle)
Note: In the event that CC and PBSC release the adopted strategies to the college community before our next scheduled meeting, I will email you a list of discussed tactics that may pertain to the adopted strategies.
Thank you again for your time and great work on this planning group.
Date: 3/5/2010
Activity: Email to Group - No Meeting March 8
Focus: To share update on survey information
Outcome: Email to Group
Document(s)
Good Morning College Advancement,
Keeping CAPG in the loop….
PBSC is currently reviewing the 84 proposed strategies that were submitted by the planning groups. Due to the number of proposed strategies the process will take additional time therefore PBSC will be meeting again next week in an effort to expedite the process.
On Wednesday you should have received an email from the research office that provided a link to the planning group survey. Please take a few moments to provide your feedback as we will be using this information to inform our next cycle.
Due to the review process timeline and because we will not have feedback from the survey until the third week of March it seems feasible to postpone our March 8 and March 22 meetings. Our next meeting of this cycle, as previously scheduled, will be Monday, April 12 (3-4:30pm) where we hope discuss the following:
Status of strategies (evolution of our proposed strategies)
Sharing of possible tactics (from our Parking Lot) –
Survey results (plan for next cycle)
Note: In the event that CC and PBSC release the adopted strategies to the college community before our next scheduled meeting, I will email you a list of discussed tactics that may pertain to the adopted strategies.
Thank you again for your time and great work on this planning group.
Date: 2/25/2010
Activity: Email to Group - Survey Info
Focus: To share update on survey information
Outcome: Email to Group
Document(s)
Good Morning College Advancement,
Happy Tuesday!
Just a quick note on our reflection survey…yesterday I was able to share our brief survey questions with Gretchen, Director of Research, Planning, and Grants. She saw value in our process and asked to extend the survey out to the other planning groups. Great work College Advancement!!
Note: Please look for the planning group survey that will be sent out in the next week from the research office. It should only take a few minutes to complete and your input will help pave the way for future meetings and discussions.
Thanks again for your contributions!
Date: 2/25/2010
Activity: Email to Gretchen, Director of Research, Planning, and Grants
Focus: To submit College Advancement proposed strategies
Outcome: Email to Gretchen
Document(s) CA Final Strategies
Date: 2/25/2010
Activity: Email to Group - Final Review of Strategies
Focus: To share one update and Final Review of Strategies
Outcome: Email to Group
Document(s) CA Strategies 2/25/10
Good Morning College Advancement,
Please review the attached draft of our strategies as there was one change. A1b was rewritten for emphasis on the comprehensive Degree Audit System. If there are no objections to this draft, this is what will be sent to Gretchen tomorrow on behalf of College Advancement.
Also, I think it would be a good idea to continue with our scheduled meeting on Monday, March 8. I would like the opportunity to share the status of the strategies with you at that time. I am also hoping to launch a quick survey next week that will help capture the perceptions of the group with regard to both the strategic and committee processes. I think this will help us during our next cycle (next year).
Again, thank you all for your great work!
Date: 2/24/2010
Activity: Email to Group - 2/22/10 Meeting Notes and A Clean Copy of Strategies
Focus: To share meeting notes and review of strategies
Outcome: Email to Group
Document(s) 2/22/10 Meeting Notes, Proposed Strategies 2/24/10
Good Morning College Advancement!
Happy Wednesday!!!!
Thank you for a great meeting on Monday and for working so diligently on submitting the rewrites.
Please find attached 1) our notes from Monday’s meeting (including rewrites) and 2) a clean copy with the strategies that we will be submitting to PBSC.
If you have any comments, questions, or concerns (or if I left something off), please let me know ASAP so that I can send the group an update before we submit to Gretchen at noon on Friday.
Thank you again for your great work!!
Date: 2/22/2010
Activity: College Advancement Meeting
Attendees: Estella, Michelle, Dixie, Ana Maria, Hiro, Jennie, Terence, Jan, Nina, Gretchen
Focus: Review and Revise Strategies
Outcome: Discussion on strategies (see 2/22/10 Meeting Notes) and call for a few rewrites.
Document(s):Agenda
Date: 2/18/2010
Activity: Email to Group - Strategies Draft #2
Focus: To share second draft of strategies.
Outcome: Email to Group
Document(s) Strategies Draft #2
Good Afternoon College Advancement,
Thank you for the wonderful feedback on our first draft!
If you have some time before our meeting on Monday (3pm), please feel free to read the attached Draft #2 and bring your comments, questions, or concerns with you. I will bring clean copies that reflect the changes indicated on Draft #2 to our meeting. If you would like to bring a copy of this draft to the meeting as well, please feel free to do so.
I’ll be at a conference on Friday but hope to see you at the President’s Cup tomorrow night!
Date: 2/17/2010
Activity: Email to Group - Strategies Draft #1
Focus: To share first draft of strategies.
Outcome: Email to Group
Document(s): Strategies Draft #1
Good Afternoon College Advancement,
Hope you are all doing well.
Our first draft of strategies is attached for your review.
Please take a few moments to provide comments, questions, concerns, or additions. We will review all updates at our meeting on Monday (3:00pm, AGB Large Conference room) where we will finalize our list.
Thank you again for all of your time and effort.
Have a great rest of the week.
Date: 2/9/2010
Activity: Email to Group - Strategies, Strategies, Strategies!
Focus: To share outcome of meeting and solicit ideas from all members
Outcome: Email to Group
Document(s):
Good Morning College Advancement,
Thank you for a wonderfully productive meeting yesterday afternoon.
We were able to go over each of the approved goals and had dialog about possible strategy ideas. Several of you are now writing up the possible strategies we discussed and will be submitting them to me via email by 8am next Tuesday, February 16. I’ll compile these strategies along with any others I receive from the group and forward them on to Jennie for verbiage changes (if necessary). Thanks Jennie!!!
For those of you who were not able to attend the meeting yesterday, there is still an opportunity for you to contribute. Please review the approved goals (www.saddleback.edu/ca) and submit strategy ideas via email to me by 8am next Tuesday, February 16. Please be certain to include the goal that you feel your idea belongs under, and I’ll include them on the list as well.
Our next College Advancement meeting is scheduled for Monday, February 22nd from 3-4:30pm in the Large Conference room. We will review and revise the entire list of submitted strategies at this meeting as we prepare for final submission by the end of that week.
If you have any questions or comments, please send them my way.
Thank you again for being such a Fantastic group!!!
Date: 2/8/2010
Activity: College Advancement Meeting
Attendees: Estella, Ana Maria, Leslie, Hiro, Jennie, Terence, Jan, Nina
Focus: Dialog of approved goals and possible strategy ideas
Outcome: Members are writing up the strategies that were discussed and possibly coming up with additional strategy ideas to submit to Chair by 2/16 for review and discussion at next meeting.
Document(s): Agenda, Evolution of CA Submitted Goals, GoalsvsStrategiesvsTactics, Approved Goals with CA Idea Sheet, CA Parking Lot of Ideas
Date: 2/5/2010
Activity: Email to Group - Follow up & Reminder of Monday's Meeting II
Focus: To share with the group the adopted goals
Outcome: Email to Group
Document(s): CC approved goals 02 02 10
Good Afternoon College Advancement,
Please find a copy of the adopted goals attached.
We will be discussing the evolution of these goals on Monday as some of the goals we submitted have been suggested as strategies (now included in our “Parking Lot”).
Next steps:
Our task is now to develop strategies that will assist with reaching the stated goals. Although there is no set minimum or maximum number of strategies that we can submit, only 2-3 strategies per goal will be adopted.
Once the strategies are adopted the strategic process will move from the planning stage into the implementation stage where tactics will be designed and implemented.
I look forward to seeing you on Monday where we will begin the next phase of this process.
See you Monday!
Date: 2/4/2010
Activity: Email to Group - Follow up & Reminder of Monday's Meeting
Focus: To share with the group the status of the goals
Outcome: Email to Group
Document(s):
Goals vs. Strategy vs. Tactic
http://www.saddleback.edu/gov/sp/documents/goalsvsstrategyvstactic.pdf
Good Morning College Advancement,
Well it has been a busy time for Goals!
Last Tuesday Consultation Council (CC) began reviewing the goals sent forward by the Planning, Budget, and Steering Committee (PBSC). I was present for a portion of the discussion and I was impressed by the amount of time and dialog spent on each of the goals.
CC reconvened this Tuesday for discussion and adoption of the final goals. Because of the need to focus on only 2-3 goals per Strategic Direction the group had to make decisions on which to keep and which should be developed into strategies (11 of 20 were adopted).
Today PBSC will review the goals once more and will re-release them to the Planning Groups for strategy development. Therefore, you will likely be receiving an email from me again tomorrow with the final list of goals.
At this time it is important that we start to shift our frame of thought from Goal development to Strategy development. Gretchen has put together a helpful guide (http://www.saddleback.edu/gov/sp/documents/goalsvsstrategyvstactic.pdf ) to help us decipher the difference. Please take a look at her breakdown and we will keep this in mind as we visit the goals at our meeting on Monday.
Note: On Monday we will be revisiting our “Parking Lot” of ideas and goals to see where/if they fit. Also, if you have any new strategy ideas, please bring them forward at that time.
Thank you for your active participation!
Date: 1/22/2010
Activity: Email to Group - No Meeting January 25th
Focus: To share with the group the timeline for strategy development
Outcome: Email to Group
Document(s):none
Happy New Year College Advancement!
I hope you are all doing well.
I want to keep you informed as to where we are in terms of the Strategic Planning Process.
Yesterday, PBSC finalized the list of goals that are being submitted to Consultation Council for review next Tuesday. It has been estimated that Consultation Council will make a decision about the proposed goals at their following meeting on February 2nd. At that time the approved goals will be released to the Planning Groups for strategy development.
In light of this schedule, there is no need for College Advancement to meet on Monday, January 25th. However, I will be sending out an email with the approved goals as well as soliciting strategies from the group on or around the 2nd.
Please plan on brining your ideas to our next meeting on February 8th. Please also keep in mind that we only have two meetings scheduled (February 8th & 22nd) before the strategies are due to PBSC.
Here is a brief overview of the timeline that we will be working with:
January 25 No College Advancement meeting
January 26 Consultation Council reviews proposed goals submitted by PBSC
February 2 Consultation Council approves goals & releases them to the planning groups.
February 3 - 7 Goals will be emailed to College Advancement soliciting strategy ideas
February 8 College Advancement meets to discuss proposed strategies (dialog may continue via email)
February 22 College Advancement meets to finalize proposed strategies
February 26 Goals are submitted to PBSC
Thank you again for all of your efforts.
Please stay dry (and safe) and I’ll see you on the 8th!
Date: 12/18/2009
Activity: Email to Group - No Meeting January 11th
Focus: To share with the group that PBSC is reviewing goals
Outcome: Email to Group
Document(s):none
Good Afternoon College Advancement,
Just a quick note to let you know that PBSC will continue review of all submitted goals on Thursday, January 21st.
Therefore, our first meeting of the year will be held on Monday, January 25th where we will discuss PBSC’s findings.
See you then.
Happy Holidays!
Date: 12/11/2009
Activity: Email to Group - College Advancement Goals Submitted
Focus: To share with the group that goals have been submitted to PBSC
Outcome: Email to Group
Document(s):none
Good Morning College Advancement,
December is just moving along…
Our goals have been submitted to PBSC (Gretchen) and are also available on our website. Thanks Jennie for your suggestion (see in red below)!
Thank you all for being such a fantastic group and we’ll see you next year!!!
Happy Holidays!!
Improve Student Preparedness
By July 2013, increase by 25% the number of students engaged in outreach to the community.
By 2013, increase by 5% per year the number of students and community members served in the area of Career and Job Services.
By 2013, increase participation in a "College/Community-Wide" Outreach Advisory group to an active membership of 25.
Foster Innovation
By 2013, improve the efficiency of college-wide communications and marketing strategies through a centralized system by 20%.
By July 2013, increase community relations with an information portal by 15%.
By 2013, improve community relations, with an innovative Visitor’s Center to serve as a “front door” to the campus, by 15%.
Excel In College Transfers
By 2013, increase by 10% the number of high school employees that would recommend Saddleback College as an option that is equal to or better than a four year college.
Enhance Resources
By July 2013, increase Foundation partnerships by 20%.
Date: 12/11/2009
Activity: Email to PBSC - College Advancement Goals Submitted
Focus: To submit the goals of College Advancement to PBSC
Outcome: Email to Gretchen
Document(s):none
Improve Student Preparedness
By July 2013, increase by 25% the number of students engaged in outreach to the community.
By 2013, increase by 5% per year the number of students and community members served in the area of Career and Job Services.
By 2013, increase participation in a "College/Community-Wide" Outreach Advisory group to an active membership of 25.
Foster Innovation
By 2013, improve the efficiency of college-wide communications and marketing strategies through a centralized system by 20%.
By July 2013, increase community relations with an information portal by 15%.
By 2013, improve community relations, with an innovative Visitor’s Center to serve as a “front door” to the campus, by 15%.
Excel In College Transfers
By 2013, increase by 10% the number of high school employees that would recommend Saddleback College as an option that is equal to or better than a four year college.
Enhance Resources
By July 2013, increase Foundation partnerships by 20%.
Date: 12/3/2009
Activity: Email to Group - Adopted Goals Reviewed
Focus: To share the imput received regarding our adopted goals
Outcome: Email to group
Document(s): none
Good Afternoon College Advancement,
Hope you all are doing well.
Regarding the Fostering Innovations & Community Relations concern it seems that we need to be more intentional as to how we will be tying them together. As you know what we currently have does not scream Fostering Innovation…By July 2013, increase community relations by 15%.
With that said here are the suggestions we received…
Hiro suggested the following as a way to keep the essence of what we are looking for, as well as including the innovative piece…
- By July 2013, increase community relations with an information portal by 15%.
Like a domino effect this would put back into play the other two “strategy-like” goals that the committee had previously agreed upon and/or discussed as they may no longer fit under the new goal…
Improve Student Preparedness.
- By 2013, increase participation in a "College/Community-Wide" Outreach Advisory group to an active membership of 25.
Foster Innovation.
- By 2013, improve community relations, with an innovative Visitor’s Center to serve as a “front door” to the campus, by 15%.
Also, Hiro mentioned that the main core of Jenni’s proposal is to establish the centralized system so that the efficiency of communication could improve. He (and many others) felt that without mentioning the centralized SYSTEM, the goal will sound vague and even pointless.
So here is the verbiage that he proposed:
- By 2013, improve the efficiency of college-wide communications and marketing strategies through the centralized system by 20%.
Thus, here is what we have….
Improve Student Preparedness
By July 2013, increase by 25% the number of students engaged in outreach to the community.
By 2013, increase by 5% per year the number of students and community members served in the area of Career and Job Services.
By 2013, increase participation in a "College/Community-Wide" Outreach Advisory group to an active membership of 25.
Foster Innovation
By 2013, improve the efficiency of college-wide communications and marketing strategies through the centralized system by 20%.
By July 2013, increase community relations with an information portal by 15%.
By 2013, improve community relations, with an innovative Visitor’s Center to serve as a “front door” to the campus, by 15%.
Excel In College Transfers
By 2013, increase by 10% the number of high school employees that would recommend Saddleback College as an option that is equal to or better than a four year college.
Enhance Resources
By July 2013, increase Foundation partnerships by 20%.
Please let me know if you have any objections to these and I will address them to the group next week. Otherwise, if I don’t receive any objections, I will finalize them and submit them to PBSC. Thank you Hiro for your feedback!
Date: 12/1/2009
Activity: Email to Group – Adopted Goals
Focus: To share the goals as adopted by the Members.
Outcome: Email to group
Document(s): none
Good Afternoon College Advancement,
Thank you for another fantastic meeting this afternoon!
Seems that we are really making progress and are becoming clearer about our goals and strategies…
I’ve updated the website, www.saddleback.edu/ca with the 2010 meeting information. As a reminder, we have cancelled our December 15th meeting as we are ahead of schedule.
Please find the adopted goals (as I understood them) below for your review. Take a look and let me know of any changes that may need to be made before we submit to PBSC. One thing I noticed is that we may not be as clear as we need to be on how community relations ties into Fostering Innovations. If anyone has an idea of how we can communicate it better within the goal verbiage, please send the suggestions to me (no need to cc the group…trying to keep your inboxes clean). I’ll compile any ideas by the end of the week and email the group (giving you credit of course).
Improve Student Preparedness
By July 2013, increase by 25% the number of students engaged in outreach to the community.
By 2013, increase by 5% per year the number of students and community members served in the area of Career and Job Services.
Foster Innovation
By 2013, improve college-wide (centralized) communications and marketing strategies by 20%.
By July 2013, increase community relations by 15%.
Excel In College Transfers
By 2013, increase by 10% the number of high school employees that would recommend Saddleback College as an option that is equal to or better than a four year college.
Enhance Resources
By July 2013, increase Foundation partnerships by 20%.
Date: 12/1/2009
Activity: College Advancement Meeting
Attendees: Estella, Michelle, Dixie, Jerry, Leslie, Hiro, Mary, Jennie, Jan, Nina
Focus: Discussion of content and proposal of changes of all rewritten goals (also see agenda).
Outcome: Members went through all 8 rewritten goals and revised 6 while combining 2 as strategies for one of the adopted goals. (see 12/1/09 email for details)
Document(s): Agenda
Date: 11/25/2009
Activity: Email to Group – Rewrites for Review
Focus: To share rewrites for review before next meeting
Outcome: Email to group
Document(s): Proposed Goal Rewrites
Good Morning College Advancement Planning Group (CAPG),
Please find the goal rewrites attached for your review.
At our meeting next Tuesday, December 1st @ 2pm in the President’s Large Conference room we will discuss these goals further, so please bring your comments, questions, suggestions, and/or concerns.
As a reminder, here are the questions to ponder as we review the rewrites:
1)Is the proposed goal appropriate for the specified Strategic Direction?
2)What improvement are we seeking to make with this goal (over the next three years)?
Also, please bring your calendars to this meeting as we may have time to discuss the 2010 meeting dates/times.
Thank you to those members who have transformed the adopted goal ideas into SMART goals.
It seems that there are so many strategies already surfacing…this is all very exciting!
See you next week!
Date: 11/20/2009
Activity: Email to Group – Rewrite Template
Focus: To share template that was noted at PBSC
Outcome: Email to group
Document(s): none
Good Afternoon College Advancement,
Yesterday at Planning & Budget Steering Committee (PBSC) we had a short workshop on how to write a SMART goal.
As some group members (Jennie, Leslie, Jan, Nina, & Estella) begin their rewrites, I think it is important to share with the group a helpful template [keeping in mind the Baseline (where we are now) and our Target (outcome)]:
By (when) (what) by (how much) (action)
Example of rewrite:
By (July 2013), (increase Foundation resources) by (20%) (in the area of community partnerships).
In rewriting this goal I worked with Michelle Anstadt, Foundation Director to come up with a realistic outcome. In that process we determined that we needed to define our terms and discuss some strategies.
Definition of Community Partnerships:
Any outside organization or individual that gives $1,000 or more to support Saddleback College.
Possible ideas for strategies:
- Outreach efforts
- Fundraising efforts (events, naming of buildings, corporate appeals, etc.)
- Alumni relations efforts
I hope this information helps to further us along in the process.
Have a wonderful weekend!
Date: 11/19/2009
Activity: Planning & Budget Steering Committee (PBSC) Meeting
Focus: 1st meeting with Chairs of Planning Groups
Outcome: Chairs shared progress towards setting goals & brief SMART goal workshop given by Gretchen Bender, Director of Planning, Research & Grants
Document(s): none
Date: 11/18/2009
Activity: Email to Group – Proposed Goals Revisited
Focus: Sharing notes from meeting and compilation of goals for rewrites
Outcome: Email to group
Document(s): All Proposed Goals with NOTES, Proposed Goals for Rewrites
Good Afternoon College Advancement,
Thank you for a wonderful meeting yesterday. We were able to review all proposed goal ideas and only went 4 minutes over our scheduled time….impressive!
A thank you goes out to Gretchen for steering us in the right direction. She commented that we needed to ensure that two questions are asked with regard to each proposed goal:
Is the proposed goal appropriate for the specified Strategic Direction?
- What improvement are we seeking to make with this goal (over the next three years)?
It seems that we all learned a lot (goals vs. strategies) with regard to the process and there is still more to learn. Some members have already identified several themes that are emerging: Communication, Perception, Services, and Funding (resources)…
I will be posting abbreviated minutes to the web after we approve them as a group.
In the meantime, I wanted to recap where we are:
Attached you will find, Proposed Goals for Rewrites, which is a condensed list of the proposed goal ideas that made it through the committee (please let me know if I missed something).
- Members who submitted these goals are asked to rework the verbiage to reflect both Gretchen and the groups’ input and resubmit to egarrison@saddleback.edu on or before 5pm on Tuesday, November 24th.
- I will compile the revised goals and send out them out to the group for review.
- At the Tuesday, December 1st meeting the group will discuss the content and any proposed changes or rewording.
Also, incase you missed the meeting, I’ve included an attachment, All Proposed Goals with NOTES 11-17-2009, which includes brief notes on what the group determined for each proposed goal idea (again, please provide input if I made an error with my interpretation).
Thank you again for being such a fantastic group.
Date: 11/17/2009
Activity: College Advancement Meeting
Attendees: Estella, Dixie, Leslie, Hiro, Mary, Jennie, Terence, Jan, Nina
Focus: Discussion and Prioritization
Outcome: Members went through all 38 proposed ideas and decided to adopt 8 ideas for rewrites as SMART goals, 3 ideas to revisit at a later time, and 13 as possible strategies. (see 11/18/09 email for details for each)
Document(s): Agenda
Date: 11/16/2009
Activity: Goal Development Worksheets Due
Focus: Goals Development Worksheets due from members
Outcome: Nine (9) group members submitted goal ideas for a total of 38 proposed ideas.
Document(s): none
Date: 11/16/2009
Activity: Email to Members – Thank you
Focus: Email thank you to members who have submitted their goals
Outcome: Email to group
Document(s): none
Good Morning College Advancement Members,
If you are receiving this email it is because you have submitted your GOALS worksheet and input for tomorrow’s College Advancement meeting. Great work!
We look forward to reviewing, discussing, and prioritizing the submitted goals tomorrow afternoon…hope to see you then!!
Date: 11/16/2009
Activity: Email to Members – Follow Up
Focus: Email reminder to members who have not yet submitted their goals
Outcome: Email to group
Document(s): none
Good Morning College Advancement Members,
If you are receiving this email it is because I have not yet received your input for tomorrow’s College Advancement meeting. If you have submitted your GOALS worksheet and I have not received it, please resend.
We look forward to reviewing, discussing, and prioritizing the submitted goals tomorrow afternoon…hope to see you then!!
Date: 11/13/2009
Activity: Online Research - Chair
Focus: Online research of college and universities for College Advancement goals and processes
Outcome: Various structures exist with limited goals available online. Only two published journal articles available regarding College/University Advancement.
Document(s): none
Date: 11/10/2009
Activity: Group Email – College Advancement Week 2!
Focus: Reminder of next meeting and Goal Development worksheet due date
Outcome: Email to group
Document(s): none
Welcome to Week Two of College Advancement!
Many of you are off to a strong start with developing SMART goals (that tie in Strategic Directions & our Areas of Focus)!
If you need further assistance please visit the Group Activities area and the links available on our webpage, www.saddleback.edu/ca for helpful information to complete the process. There’s even a Planning Documents and Databases link (Thanks Patti) to help with the data/measurement portion…
Also, please triple check your calendars for Monday, November 16th as your area’s goals are due (via email) by 8am! It is imperative that I receive your proposed goals on or before the deadline to ensure that your area’s input is reviewed by the committee.
Again, I will compile all of our ideas and we will be presenting them to the group for dialog and prioritization on Tuesday, November 17, AGB President’s Large Conference room (note this change in location).
Please also note that the December 2009 meetings have also relocated to the AGB President’s Large Conference room.
Thank you in advance for all of your time and effort.
See you soon!
Date: 11/10/2009
Activity: Informal meeting between Chair & Director of Research, Planning, and Grants
Focus: Discussion of research and planning processes.
Date: 11/3/2009 – 11/16/2009
Activity: SMART Goal Development (Worksheet)
Focus: Members capture their ideas with relation to Strategic Directions (SD) and Areas of Focus by submitting one (1) goal per SD for discussion and prioritization at 11/17/2009 meeting.
Date: 11/3/2009
Activity: Initial Set up & Group Email – Welcome to College Advancement
Focus: Development of SMART worksheet, website, and web content
Outcome: Email to group and website update
Document(s): SMART Goals Worksheet
Welcome to College Advancement!
Thank you for a fun and quick meeting today. I am both eager and excited to work with each of you on what will be a fabulous working group.
In an effort to capture all of your ideas with regard to College Advancement goals, please find the SMART Goal Development Worksheet attached. It is also available at our new webpage, www.saddleback.edu/ca
Please complete the worksheet with your thoughts and ideas (feel free to research outside organizations as well) and submit it to me (via email) no later than 8am on Monday, November the 16th. I will compile all of our ideas and we will be presenting them to the group for dialog and prioritization on Tuesday, November 17, SSC 166. Please note that subsequent meetings will focus on decisions regarding actual verbiage and content so you don’t have to be perfect the first time out!
As you will notice, our webpage will house our minutes (coming soon), agendas, meeting dates & locations, deadlines, links to important documents, and forms that we may find useful.
Like many of our faculty, I also teach online and have found that emails are helpful for pointing to updates to the web. I plan on using our webpage as such a tool, but if this does not work for you, please let me know and we can discuss better options.
Also, if you have any suggestions (or find any typos) with our webpage….please let me know that as well.
Do feel free to contact me if you should need clarification or have questions and I’m certain that together we can find the right answers.
Have a wonderful evening!
Date: 11/3/2009
Activity: Initial Meeting Coordinated by Jennie McCue, Director of Public Information & Marketing
Focus: Designating a chair and determining 2009 schedule
Outcome: Chair, Estella Castillo-Garrison
2009 Meetings: November, 24th, December 1st, and December 15* from 2-4pm with locations TBD.
Document(s): Initial Group Meeting Agenda
Date: 10/27/2009
Activity: Strategic Planning Group Training by Gretchen Bender, Director of Planning, Research & Grants
Focus: Training all participants of the planning process
Outcome: All planning groups to meet 11/3/2009.
Document(s): SMART Goals Training PowerPoint
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