Strategic Planning Update

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Strategic Planning Update

• Tulane University Senate
• November 3, 2003

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Strategic Areas of Focus

• People
• Education and Research
• Community
• Resources and Leadership

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Initiative 4Resources and Leadership

• Strategy Areas
• Technology and Knowledge Resources
• Financial Resources
• Leadership, Management, and Governance

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Technology andKnowledge Resources

• GOAL Develop plans for libraries
  university-wide, using previous studies as
  foundations for the plans

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Technology andKnowledge Resources (contd.)

• ACCOMPLISHMENTS
• Hired new Dean of Libraries and Academic
  Information Resources
• Developed strategic plan and created facilities
  master plan to address expansion, redevelopment,
  and library collections, including preservation
  plans

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Technology andKnowledge Resources (contd.)

• ACCOMPLISHMENTS (contd.)
• Acquired off-site library storage space
• Launched the Center for Library Education (CLUE)
  in conjunction with the Innovative Learning
  Center (ILC)
• Developed agreements with the Law and Business
  libraries to provide university-wide access to
  most electronic subscriptions to leverage limited
  resources

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Technology andKnowledge Resources (contd.)

• ACCOMPLISHMENTS (contd.)
• Initiated consortial agreements with local and
  regional academic library collections to leverage
  access and limited resources

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Technology and Knowledge Resources (contd.)

• GOAL Provide seed capital to fund new
  faculty-led initiatives in distributed learning.
  Articulate criteria for selecting initiatives
  create an action plan for implementation

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Technology and Knowledge Resources (contd.)

• ACCOMPLISHMENTS
• Instituted an ILC-small grants program to provide
  money to faculty for teaching materials,
  including software, hardware, videotapes, etc.
• Launched annual Summer Institute intensive
  workshop to train faculty in the use of
  technology in the learning environment laptops
  and software given to participants

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Technology and Knowledge Resources (contd.)

• ACCOMPLISHMENTS (contd.)
• Developed several large on-line or electronic
  learning resources (ILC) for use by faculty and
  students

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Technology and Knowledge Resources (contd.)

• GOAL Produce and implement technology strategies
  that support the strategic plan

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Technology and Knowledge Resources (contd.)

• ACCOMPLISHMENTS
• Hired New Vice President for Technology/Chief
  Information Officer
• Created Information Technology Strategic Plan as
  part of SACS reaccredidation
• Installed wireless technology on campus 1.7M
  gift
• Numerous upgrades of academic and administrative
  computing services, e.g., TAMS, Matrix, Cyborg

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Technology and Knowledge Resources (contd.)

• ACCOMPLISHMENTS (contd.)
• Initiated and upgraded the use of Blackboard as
  an on-line course management system across
  campus 549 courses and 7,208 active users (Fall
  03)
• Created 18 technology enabled classrooms since
  1998 committed to upgrading all 64 pooled
  classrooms

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Financial Resources

• GOAL Plan and begin implementation of a
  comprehensive campaign of at least 600 million

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Financial Resources (contd.)

• ACCOMPLISHMENTS
• Developed preliminary campaign table of needs and
  funding requirements for 650 Million campaign
• Established new leadership in Development and
  External Affairs

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Financial Resources (contd.)

• ACCOMPLISHMENTS (contd.)
• Established campaign volunteer structure
• Significantly increased number of donors to the
  university by 26 since FY98
• Completed record-breaking years in total private
  fund-raising
• 5-year average, FY99-FY03 64.8 M
• 6-year average, FY93-FY98 37.75 M
• Completed 3 record-breaking years in annual fund
  donations

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Financial Resources (contd.)

• ACCOMPLISHMENTS (contd.)
• Renewed focus on technology transfer activities,
  university-wide
• Initiated search for AVP for Technology Transfer
  and Business Development
• Conducted benchmarking study
• Increased the number of invention disclosures
  (FY98 20 FY02 50)
• Increased licensing income (FY98 6M FY02
  12M)
• Wall Fund Award Creation of a Technology
  Innovation Gap Fund

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Financial Resources (contd.)

• GOAL Develop balanced five-year plans that
  reflect the priorities and goals of the strategic
  plan

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Financial Resources (contd.)

• ACCOMPLISHMENTS
• Developed preliminary 5-year financial
  projections to use as base case for planning and
  the comprehensive campaign
• Significantly improved budgeting and 5-year
  planning processes

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Financial Resources (contd.)

• GOAL Move towards implementation of the
  decentralized management model

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Financial Resources (contd.)

• ACCOMPLISHMENTS
• Finalized the Decentralized Management Center
  model completed first year of 3-year
  implementation process

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Leadership, Management, and Governance

• GOAL Continue to review and implement changes to
  administrative processes to achieve consistency
  and effectiveness. High priority areas include
  human resources, purchasing, grants
  administration, technology, administration of
  centers, and student services

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Leadership, Management, and Governance (contd.)

• ACCOMPLISHMENTS
• Initiated review of or completed improvements to
  administrative processes (e.g., data warehouse
  plan, HR database functionality, electronic
  workflow capabilities, and purchasing and
  contracts processes and procedures)

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Leadership, Management, and Governance (contd.)

• ACCOMPLISHMENTS (contd.)
• Reorganized the duties and reporting structure of
  the Presidents Cabinet to better reflect
  organizational functions
• Created a new senior level position to focus on
  strategic area of research and research funding
  (Assoc. Sr. VP for Research)

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Leadership, Management, and Governance (contd.)

• ACCOMPLISHMENTS (contd.)
• Implemented an Emergency Preparedness and
  Disaster Mitigation program in coordination with
  the Office of Federal Emergency Management
  Assistance (FEMA)

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Leadership, Management, and Governance (contd.)

• GOAL Rewrite and revise University Senate
  governance policies

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Leadership, Management, and Governance (contd.)

• ACCOMPLISHMENTS
• Conducted consultant review of Senate governance
  presented recommendations in Fall 2000
  implemented

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Leadership, Management, and Governance (contd.)

• GOAL Define and adopt criteria for research
  centers that include mechanisms that address the
  creation, growth, and dissolution of research
  centers, including ongoing evaluation, sunset
  criteria, reporting and structure, and
  accountability guidelines

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Leadership, Management, and Governance (contd.)

• ACCOMPLISHMENTS
• Guidelines drafted but not finalized

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Leadership, Management, and Governance (contd.)

• GOAL Continue expansion and diversification of
  the Tulane Board, the Presidents Council, and
  the Parents Council

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Leadership, Management, and Governance (contd.)

• ACCOMPLISHMENTS
• Conducted review of Board governance implemented
  revisions
• Added 19 new members to the Board of Tulane since
  1998
• Expanded membership and geographic diversity of
  Tulane Board, Parents Council, and Presidents
  Council

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Leadership, Management, and Governance (contd.)

• GOAL Athletics - Determine what type of
  intercollegiate athletics program is in the best
  long-term interests of the university given the
  changing landscape of Division I intercollegiate
  athletics and the academic mission, goals, and
  resources of the university

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Leadership, Management, and Governance (contd.)

• ACCOMPLISHMENTS
• Review completed with benchmarks for financial
  performance defined

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Work in Progress Major Initiatives

• Continue master planning on information resources
  and technology
• Continue progress on comprehensive campaign
• Complete searches for key positions
• Continue to improve the financial health of the
  university

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Work in Progress Major Initiatives (contd.)

• Increase start-up business development through
  technology transfer activities
• Revise and finalize guidelines for new center
  creation

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