ANNEX D:
President’s Strategic Program Guidance [updated
23Oct02]
This annex to the LCSC Five Year Strategic Plan (FY03-07) contains additional planning information to guide the development of Unit Action Plans (UAPs) or other plans, studies, or reports as specified below. This annex is intended for local use by LCSC supervisors and units—it was not one of the Strategic Plan components submitted to the SBOE in July. The basic guidelines for preparing UAPs are described in the main plan in the section titled: “LCSC Strategic Planning Process.” Annex C of the plan outlines the timelines for planning activities. UAPs should present programs options that:
1) fulfill the goals and objectives of the SBOE, DPTE, and LCSC
2) accomplish LCSC’s assigned institutional role and missions
3) embody LCSC’s vision and values/operational approach
4) take into account the broad strategic guidelines in the main plan
In addition to the general guidelines on UAPs listed in the Strategic Plan, the following additional instructions are provided (as new guidance, or to reflect tasking assigned previously) so that these points can be addressed in unit plans (or, as applicable, through separate reports), through the tasked units’ supervisory chains to the respective Vice Presidents and then to the Office of the President
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Format for program guidance list and explanation of abbreviations:
PG-XX: Presidential Program Guidance (PG) Number and Short Title
OPR: LCSC Office of Primary Responsibility (OPR) [assigned by Vice Presidents]
Guidance: Description of issues/tasks to be addressed in Unit Action Plans (UAPs) or, when specified, in separate reports.
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I. Guidance to Direct Reporting Units (offices or functions that report directly to the Office of the President)
PG-01: Institutional Role and Missions Update
OPR: Institutional Planning, Research, and Assessment
Guidance: Draft and coordinate (with faculty and staff) a proposal to update the current LCSC Role and Mission statement (latest version was approved by SBOE in 1998). New statement should accurately reflect LCSC’s vision and threefold mission for the first decade of the 21st century. Reexamine description of functions, priorities, and geographic areas served. Work with Provost to assess potential demand for graduate programs in LCSC’s primary mission areas. Assess the impact of updating the College’s name to “Lewis-Clark State University” in clarifying the institution’s role to citizens and key constituents throughout Idaho and the region. Timing: the proposed update to the Role and Missions statement should be ready for submission to SBOE by 1 Jul 2003, for submission in next annual LCSC strategic plan report (FY04-08).
PG-02: LCSC Performance Measures Update
OPR: Institutional Planning, Research, and Assessment
Guidance: Part 1: Eliminate the current disconnect between the list of LCSC-unique Performance Measures reported to SBOE and the separate list of Performance Measures reported to the Division of Financial Management (DFM). Timing: Complete coordination with DFM/OSBE not later than 1 Sep 02. Part 2: Work with Vice Presidents and units to align the Performance Measures reported to SBOE more closely with the parameters used by the institution and units to track LCSC programs. Explore options for updating the list of LCSC Performance Measures to include “AGB Top Ten Indicators,” Mergent (Moody’s) parameters, and/or additional Financial Health parameters for the institution. Timing: Complete coordination with LCSC units and submit proposal for updated list of Performance Measures in next annual strategic plan update (01Jul03).
PG-03: Program Review Process
OPR: Institutional Planning, Research, and Assessment
Guidance: In coordination with Vice Presidents, analyze and update LCSC’s Program Review process and schedule to ensure alignment with the current schedule for specialized accreditation visits. Integrate units’ annual and five-year program review processes with the College’s annual strategic planning, programming, budgeting, and assessment cycle. Timing: Publish revised Program Review schedule by 01Dec02.
PG-04: “Family of Plans” Inventory
OPR: Institutional Planning, Research, and Assessment
Guidance: In coordination with Vice Presidents and Direct Reporting Units, develop a master list of LCSC institutional plans (the goal is to provide greater visibility and closer integration of LCSC planning efforts). The family of plans inventory should include strategic plans and supporting plans, emergency response plans, institutional assessment plans, facilities master plans, information technology plans, instructional program plans, etc. Timing: include family of plans list as an annex in the next annual update (Jul03) of LCSC’s Strategic Plan.
PG-05: Foundation Building Campaign.
OPR: College Advancement
Guidance: Include a
planning timeline in the UAP for increasing the Alumni Annual Fund to $60,000
and increasing the Foundation Endowment from $80,000 to $100,000 by the
beginning of year five (Fall 2006) of the strategic plan. Develop a game plan to establish LCSC alumni
chapters in Coeur d’Alene and Boise.
Timing: Provide responses within
UAP, or in a parallel report submitted along with the UAP.
PG-06: Title IX (Equity in Athletics Disclosure Act) Compliance
OPR: Athletic Director (Provost)
Guidance: Develop a 5-year plan that addresses gender equity issues (the ratio of male/female athletes within the LCSC varsity athlete population vis-à-vis the ratio of male/female students within total student population; and the ratio of male/female varsity athlete scholarship dollars vis-à-vis the ratio of male/female athletic scholarship holders. The plan should include a description of mechanisms for tracking EADA parameters, time-phased goals for eliminating any deviations from federally-mandated standards, and recruiting/financial award strategies that can be used to attain or sustain equity. Timing: submit draft plan by 22 Nov 2002.
PG-07: Long-Term Athletic Programs Plan.
OPR: Athletic Director
Guidance: Unit Action Plan should include proposals for desired sizes of each varsity team and address fund-raising needs. Include an assessment of options (and funding requirements) for additional varsity sports, in the event that additional funding becomes available in the out-years of the 5-year strategic planning window. Describe processes to control athletic travel costs and eliminate deficit spending (coordinate with Vice President for Administrative Services) on budget reduction plan). Address possible approaches for integrated marketing efforts for Athletics (in coordination with Vice President for Student Affairs/Enrollment Management, as required).
II. Guidance to Provost/Vice Presidents (tasks shared by
two or more Vice Presidents)
PG-08: Student Advising
OPR: Provost (overall lead, with delegation of academic major advising sub-tasks to Division Chairs Council) and Vice President for Student Affairs/Enrollment Management.
Guidance: Establish a retention-based strategy for student advising that establishes a coherent and coordinated approach for college-wide advising tasks. The strategy should address advising procedures for students who have selected programs of study, as well as students who have not yet decided on a program, with a goal of linking students to programs at the earliest opportunity. Address IT support needs (e.g., advising web page aids), mechanisms for coordinating advising procedures among different divisions and between Academic Affairs and Student Affairs offices engaged in the advising process. The strategy should address advising needs for students at all instructional centers and for distance education students; address needs for advising during summer. Develop recommendations for establishing a standardized training regime for advisors, equalizing advising loads, and establishing a “common advising experience” (minimum set of procedures and tools that students from all disciplines can expect to see). This initiative is an integral element of the LCSC Accreditation Plan, published under separate cover. Timing: Provide preliminary recommendations/plan by 6 Nov 2002. Provide update on actions implemented and proposals for future actions by 2 June 2003 for inclusion in FY04-08 update of LCSC planned Plan.
PG-09: Faculty and Staff Compensation
OPR: Provost (lead) and Vice Presidents for Administrative Services and Student Affairs.
Guidance: In coordination
with Faculty Association, Professional Staff Organization, and Classified Staff
Organization, update the latest five-year model (profile of current and
expected salaries) and funding strategies (projected resource requirements) to
fund promotions and reduce the gaps between LCSC salary averages and peer
institution median compensation levels for faculty members and staff. Faculty and staff salary models should be
part of an integrated plan. Submit
report with proposals/options (after consultation with faculty and staff
governance organizations) in Jun`03 for inclusion in the FY04 Strategic Plan
update and planning/programming/budgeting cycle.
PG-10: Strategic Budgeting Issues
OPR: Vice President for Administrative Services (lead), Provost, Vice Pres. Student Affairs
Guidance: During FY03 planning cycle, conduct systematic analyses and develop proposals to address the following issues:
PG-10a: Contingency Fund Mechanism. Establish a process in which a given percentage of annual funding is identified (funds earmarked within other expenditure categories—not a set-aside reserve) for draw-down in the event that budget holdbacks are directed or become necessary after the beginning of the current fiscal year. This mechanism should be incorporated into each year’s budget execution plan. For execution of the FY03 budget, contingency fund plan should be based on the assumption of a possible 4.5% decrease in general education and professional-technical funding. Coordinate (through appropriate Vice President/Provost) to ensure that units will be able to assess the impact of contingency fund holdbacks on the execution of FY03 programs. Timing: contingency plan for FY03 should be coordinated among vice presidents and submitted to the Office of the President by January 1, 2003.
PG-10b: Funding Mechanisms for New/Expanded Programs and Innovation. By April 1, 2003, develop a strategic proposal to the President for a funding mechanism to support the expansion of key mission area programs, or the launch of new, promising initiatives. The proposal should include a recommended budget percentage or dollar target (e.g., $200,000) that could be allocated to support new high-priority needs. This option should help convert the static external funding mechanism (pegged on constant funding levels from one year to the next, with marginal adjustments for total credit hours delivered) into a system that permits LCSC better to match funds with actual program (and customer) needs. When in place, the mechanism will provide one source of funding for the highest priority unfunded proposals submitted by units during the annual planning/programming/budgeting cycle.
PG-11: Faculty and Staff Workloads/Student Ratios
OPR: Provost (lead), Vice Presidents for Administrative Services and Student Affairs
Guidance: Develop a mechanism to track and compare relative workloads of faculty and staff members across the institution. For example, track and analyze the ratio of students to faculty members in academic and professional-technical programs, determine the student advising load for advisors, display the number of course sections taught per faculty member, identify the number of students majoring in a program for each divisional administrative assistant, the number of “customers” served by members of support units, or other workload levels appropriate to specific units and functions. The tracking mechanisms should permit cross-unit comparisons within LCSC and, where applicable, with functional counterparts in peer institutions. Establish targets for workloads for different categories of faculty and staff. Where there are significant deviations from these desired targets, establish strategies/plans to balance workload or adjust compensation. Possible strategies for balancing workload could include, inter alia, pooling or time-sharing of administrative support staff, shifting tasks or workload to other units/individuals, and/or eliminating lower priority tasks and functions. Timing: Present findings and recommendations to Office of President by June 2, 2003 (to facilitate incorporation of any necessary tasking into the next annual planning/programming cycle).
PG-12: LCSC ID Card Systems
OPR: Vice President for Administrative Services (overall lead; with Budget Director chairing a campus-wide working group dealing with this initiative), Provost, and Vice President for Student Affairs/Enrollment Management.
Guidance: Assess current student/faculty/staff identification card and building access systems. Identify current gaps and/or security deficiencies. Evaluate available (off-the-shelf) options for using electronically coded ID cards to enhance personnel identification, building access, admission to sporting events, monitoring of facility entry after normal work hours (for safety and security reasons), and automated purchasing capabilities. Outline proposals for control and programming of ID cards (and facility keys). Forward recommendations (include rough order of magnitude cost estimates) on potential phased implementation of a smart ID card system through Vice Presidents to President by 3 Mar 03.
PG-13: Information Technology Plan Update
OPR: Vice President for Administrative Services (lead), supported by Provost and Vice President for Student Affairs and Enrollment Management
Guidance: Review, update as necessary, and disseminate a revised “Pioneer Net” plan for LCSC’s communication networks, devices, computer systems management, and administrative services. The plan should address current and plan initiatives to include, as applicable, the LCSC Intranet, LCWarriorMail, IDANET, Smart Palouse, etc. Update should focus on the linkage between IT planning and instruction. Coordinate with Provost units on feasibility of using compressed video or other distance learning technologies to serve student demand in low-enrollment courses. Upon revision, the IT plan will be cross-referenced in the next iteration of the LCSC Strategic Plan as a key component in the College’s Family of Plans. Timing: Report on plan revisions to the IT Policy Committee by 1 Jun 03.
PG-14: Operational Plan for Multipurpose Activities Center
OPR: Vice President for Administrative Services (lead) in coordination with Vice President for Student Affairs and Enrollment Management and Provost
Guidance: By 31 July 2003, present a basic plan for the staffing, operational procedures, and policies for the Multipurpose Activities Center (assuming initial occupancy date will occur on or about the summer of 2004). Address hours of operation, access procedures, maintenance and custodial requirements, parking rules, and supervision requirements for customers. Be alert for requirements for which budget support has not been identified.
III. Guidance to Provost/Vice
President for Academic Affairs
PG-15: Institutional Accreditation
OPR: Provost (assisted by Vice President for Student Affairs/Enrollment Management)
Guidance: Coordinate LCSC preparations for submission of written progress report and focused visit by NASC during Spring 2003. Principal areas evaluated will be Institutional Strategic Planning, Institutional Assessment, and Student Advising (in particular, advising and support of provisionally-admitted students). Provosts and vice presidents will be supported by the director of Institutional Planning, Research, and Assessment (institutional planning and assessment) and the director of recruiting and retention (advising). Details on this task have been promulgated under separate cover (LCSC Accreditation Visit Plan and LCSC Assessment Plan). Follow-on tasks and proposals for future initiatives that arise during (and in preparation for) the Spring 2003 will be reported to the President by June 2, 2003 for incorporation, as appropriate, in the next annual update of the Strategic Plan.
PG-16: General Studies, Interdisciplinary Studies, and Applied Baccalaureate Degrees
OPR: Provost (supported by a multidisciplinary task force)
Guidance: Review the General Studies, Interdisciplinary Studies, and BAS/BAT programs and develop a strategy to implement improvements to these programs. Analyze the fundamental objectives for both programs and their components. Evaluate courses within the programs, program lengths (number of required credits), transferability issues, and teaching responsibilities. Evaluate the and clarify the relationships among Interdisciplinary Studies, General Studies, and applied bachelor’s degree programs. Propose options to improve these programs. Develop recommendations aimed at giving students (at the Lewiston campus as well as the other LCSC centers) a clearer picture of these programs (pictures, charts, diagrams) to accompany or replace the sometimes vague verbiage in the current catalog and help advisors identify the content and sequence of courses in these programs. Timing: present analysis and recommendations to the President not later than 2 June 2003 for incorporation in AY03-04 planning.
PG-17: Honors Program
OPR: Social Sciences Division
Guidance: Develop honors option(s) within current academic programs to enhance the learning experience and academic credentials of highly-talented/motivated students. The reconfigured honors programs, integrated within majors, should reinforce LCSC’s core values and operating philosophies (i.e., seamless integration of students pursuing different instructional tracks with a strong emphasis on faculty-student interaction (mentorship), teamwork, applied learning, and community interaction/collaboration). Timing: Forward a proposed action plan for Presidential approval by June 2, 2003 for initial implementation by participating divisions for Fall 2004.
PG-18: Course Fee Study
OPR: Deans
Guidance: With support from the Vice President for Administrative Services (Budget Office), conduct a study on student course fees. Propose a mechanism for establishing fees and develop a draft schedule of course fees for AY2003-2004. Provide an integrated (total picture) plan for course fees. Course fees should be directly linked to the actual cost of providing each course. Timing: the proposed course fee schedule should be ready for presentation to student government (along with the student fee targets developed by the vice presidents), by March 1, 2003 (approximately six weeks prior to SBOE meeting in which proposed fees are considered).
PG-19: Demand-Based Course Scheduling
OPR: Deans
Guidance: Explore options for extending (and/or shifting) course schedules (and key modules within programs) to meet student demand/availability. Can LCSC better serve students who must work during traditional daytime class hours, reduce scheduling conflicts, and better utilize classrooms and facilities throughout the day/week? The study should also review current policies and develop proposals for minimum and maximum section sizes. Prepare plans for a “Core After Four” program. Evaluate division policies on the frequency of delivery for mandatory courses within program tracks (i.e., are required upper division courses within a major offered at least once each year? are required courses within the major offered at least once every two years in an after-4:00PM, weekend, or web-based mode?). Timing: the study and proposals for scheduling approaches should be presented to the President, through the Provost, by 1 March 03, for consideration for implementation during AY03-04.
PG-20: Dual-Credit Academic Programs
OPR: Deans (coordinate with Vice President for Student Affairs—this initiative could have an impact on LCSC recruiting strategies)
Guidance: Analyze the current dual credit “college in high school” program (this task does NOT apply to Tech Prep) and propose options for the three-year period beginning in Fall 2003. Examine the mix of courses available, the high schools that are (or could) collaborate in this program, and the mechanisms used to provide faculty/instructors and integrate courses with the curricula and standards of LCSC’s academic divisions.
PG-21: Professional-Technical Programs—Special Interest Areas
OPR: Dean, School of Technology
Guidance: UAPs from units within the School of Technology should include information on the following areas:
PG-21a: Equipment Needs: Address (looking forward through the end of the 5-year strategic plan period (FY07)) whether units’ training equipment will meet industry-standards through the period. Describe capitalization, refurbishment and/or replacement plans for equipment and training assets.
PG-21b: Tech Prep: Provide a synopsis of the Five-Year plan for the Region II Tech Prep Consortium, and how it will be linked to LCSC School of Technology unit plans. Provide an estimate of enrollment levels, participating high schools, and course offerings.
PG-21c: Adjustments to low-demand P-T programs: Assess programs with low current (or projected) demand/enrollment, and propose options for reconfiguring these programs so that the facilities and instructors could be used, flexibly, to provide support to higher demand courses.
PG-22: Regional/Community
Development
OPR: Dean of Community Programs (lead), Dean of School of Technology, and Chair of Business Division. Liaise directly, as required, with community service units under Vice President for Student Affairs/Enrollment Management.
Guidance: Assess regional
needs and develop a proposal for a focused and integrated program to coordinate
local economic and cultural development activities. List agencies and groups with which LCSC points of contact should
coordinate. Develop proposals for
expanding or creating new LCSC-community/regional forums. Describe coordination mechanisms to ensure
that all impacted LCSC units are well-informed and directly engaged, when
appropriate, in community development initiatives.
PG-23: “Stop Gap” Funding Measures (FY03)
OPR: All Deans and Division Chairs
Guidance: UAPs within Provost functional areas should highlight any temporary program adjustments that are being used to offset the effects of FY03 budget cuts. [For example, “soft” funds being used to sustain a permanent position, temporary faculty re-assignments or “dual-hating” to cover subject area gaps in suspended programs or to cover temporary position vacancies, temporary curriculum adjustments to provide instruction in gap areas, waivers of catalog curriculum requirements due to faculty/course non-availability, temporary substitution of similar courses to compensate for the gaps caused by FY03 cuts, etc.]
PG-24: Business Division
Strategy
OPR: Chair, Business Division
Guidance: The Business Division’s UAP should include a comprehensive response to the strategic guidance provided by President, through the Provost (under separate cover, 20 Aug 01). The Business Division plan should address short- and long-term division goals, program options, an accreditation game plan, facilities needs, curriculum realignments, and proposals for joint programs and collaboration with other LCSC units.
PG-25: Developmental Courses
OPR: Provost (supported by Task Force) in coordination with Vice President for Student Affairs
Guidance: Study current needs for developmental courses and methods for placing students in these courses. Develop recommendations for standardizing course content and improving coordination among faculty members (and divisions) engaged in developmental course work. As necessary, present a proposal for a time-phased plan to implement the recommendations that emerge from the study. Timing: forward report through Provost to President NLT 1 March 2003.
PG-26: Regional Health Care Initiatives
OPR: Provost (supported by Task Force drawn from Academic Affairs units)
Guidance: [As directed under separate cover in Provost memo dated 4 Oct 02, in response to guidance from the SBOE Health Professions Committee] Develop a coherent, long-range plan (looking ahead through the close of the LCSC strategic plan window in FY07) to address how LCSC can meet regional health care needs (including Coeur d’Alene area). The task force’s study and resulting plan(s) should address: the LPN program, the demand for dental hygienists, implementation of the third year of the Rad Tech program, the associate’s degree in Health Science, ADN/RN completion programs, funding requirements/strategies, support required from sister LCSC units, and other regional health needs. Explore and provide recommendations on the potential for offering Graduate Degree programs in Nursing to meet regional health care needs. Timing: although the task force’s report will be submitted separately from Unit Action Plans, where possible, include any known impacts of these issues within Provost area UAPs. The Provost will forward the task force’s recommendations to the President not later than 1 March 2003.
PG-27: Education Division Issues (Substance Abuse, Accelerated Certification, Psychology, Graduate Degrees)
OPR: Chair, Education Division
Guidance: [Reference
earlier directives from Provost.] The
Unit Action Plan for the Education Division should reflect the migration of the
Substance Abuse instructor position to “hard” funding. The UAP should include a status update and
long-term plan (through the end of the LCSC strategic planning cycle in FY07)
for the accelerated teacher certification program (PACE). The UAP should also address options for
providing Graduate Degree programs in education to meet the demand within
Region II. Under separate cover (do not
include this information in the UAP), forward a report through the Provost to
the President on the Division’s study on options (pros and cons) for the
location (parent division) for Psychology.
Timing of the “Psychology” report should coincide with the submission of
the UAP.
PG-28: Social Sciences (Social Work and Justice Studies)
OPR: Chair, Social Sciences Division
Guidance: The UAP for Social Sciences should include plans (through the end of the LCSC strategic planning cycle in FY07) for expansion of the Social Work and Justice Studies programs at the Lewiston campus and at Coeur d’Alene. The UAP should address the potential for a Graduate Degree program in Social Work.
PG-29: Coeur d’Alene Long-Range Plan
OPR: Dean of Community Programs (working with Director of Coeur d’Alene Center)
Guidance: In parallel with the UAP development cycle, prepare a planning document for FY03-07 that outlines the impact of the various initiatives detailed in the program guidance within Annex D (e.g., expansion of Social Work, Justice Studies, and Health Services programs, addition of Graduate Degree programs, etc.). Provide a panoramic snapshot of the programs that will be offered at CdA in the period from FY03 through FY07. The plan also should address collaboration with the NICHE schools (including recommendations for articulated programs among the participating institutions), and it should outline steps that will be taken to more closely integrate advising and other student support activities at the Center. Timing: submit recommendations by 1 March 2003.
IV. Guidance for Vice President
for Administrative Services
PG-30: Facilities Planning Initiatives
OPR: Vice President for Administrative Services
Guidance: Address the following areas within Unit Action Plans (UAPs) or, as appropriate, with focused plans submitted to the President under separate cover.
PG-30a: Update of Campus Facilities Master Plan. Prepare a synopsis of major facility planning issues. One component of the synopsis should address the way ahead for developing a budget proposal for submission to the State for a comprehensive, long-term (10 year) facilities plan by external contractors (to address ADA compliance issues, residence hall construction and upgrades, detailed facility inspections, priorities, etc.). As we await an external, detailed facilities planning review, provide an interim thumbnail sketch of LCSC’s proposed renovation and construction priorities for the period covered by the current LCSC Strategic Plan (FY03-07). The outline of priority projects should integrate items funded by the state as well as items funded by other sources. The interim plan also should address, as a minimum: the impact on other campus facilities of a slip in construction of the Multipurpose Activities Center for 12 months from the original start date; recommendations for near-term upgrades to the Silverthorne Theater (adjusting phases of the plan to obtain additional large classroom space for relatively limited investments); and recommended near-term approaches for upgrading the “Old Science/Fine Arts” facility. The interim facilities plan also should provide an annual schedule of facilities-related planning actions for integration with LCSC’s annual strategic planning cycle (see Annex C). Timing: coordinate the facilities planning outline with the other Vice Presidents, and submit a document to the Office of the President by June 2, 2003 for inclusion as a separate supporting annex in the next annual update of the LCSC Strategic Plan.
PG-30b: LCSC Facilities Inventory and Campus Map. Not later than 1 Dec 02, provide an updated short-list of LCSC facilities (numbers of buildings, land acreage, classrooms, computer work stations, regular and handicapped parking spaces, housing units on/off campus) to Institutional Planning, Research, and Assessment for inclusion in the “LCSC Facts” documents and web page. Update the graphic version of the “Campus Map” for inclusion on the LCSC website.
PG-30c: Signage. Develop a time-phased plan to standardize and install/replace as necessary signs for the buildings on campus. The plan should also include proposals and cost estimates for installing “you are here” kiosks at key spots around the campus. Timing: complete planning by 30 June 2003.
PG-30d: Lighting. Develop time-phased plan for area lighting of campus and for installation of “blue light” security systems. The plan should include a regular, systematic procedure for “light checks” (walks through campus during evening hours) to identify inoperative lights. Timing: complete planning by 31 Dec 2002.
PG-30e: Facilities Review Committee. Develop a proposal to integrate constituent groups across the College (to include representatives of Coeur d’Alene and outreach centers) in the planning and review process for LCSC facilities. [One possibility might be to use the President’s Council, with membership tailored to address specific topics. In other cases, specialist working groups might be utilized to address specific facility issues.] Timing: forward a proposal for the facilities review committee to the Office of the President by 31 Dec 2002.
PG-30f: Space Management System. In coordination with Provost; Vice President for Student Affairs and Enrollment Management; and Director of Institutional Planning, Research and Assessment, form a working group to explore whether LCSC should adopt a system to track the allocation of office and work space to individuals and units, identify and prioritize space requirements, and coordinate space allocation decisions across the LCSC community. Examine software support tools used by other institutions to facilitate space management. Timing: Working Group should forward initial findings (on whether a full-scale effort to establish a space management system is warranted) to the President, through the Vice Presidents, not later than 1 June 2003.
PG-31: Tracking of Funding Allocations
OPR: Budget Director
Guidance: To assist in the analysis of budget proposals during Phase 3 (cross-balancing of program proposals by Vice Presidents) and subsequent phases of the planning process, develop graphic tools to show the relative contributions of general education, professional-technical education, and non-appropriated funds within functional area budgets. Timing: graphic tool(s) for showing fund sources for unit budgets should be available by 20 Dec 2002.
PG-32: Budget Deficit Reduction Plans
OPR: Vice President for Administrative Services in coordination with Provost (Dean of Community Programs) and Athletic Director
Guidance: Working with the affected units, document long-term budget deficit reduction plans for Athletics and the Center for Arts and History. The plans should provide mechanisms to ensure that no further annual deficits occur, and, as applicable, describe how future operations will retire previously-accumulated deficits. Track these plans annually through the remainder of the LCSC strategic planning cycle (through FY07) or until all deficit issues have been resolved. Timing: provide copy of the plans and a report to the President not later than 1 March 2003.
PG-33: Student Fee Assumptions for FY04-07
OPR: Vice President for Administrative Services
Guidance: Develop a planning assumption (estimate) of Student Fee levels to support planning at LCSC through the out-years of the Strategic Plan (FY07). Analyze (graphically depict) the impact of these assumptions (e.g., annual increases of 10%, 5%, 5%, 5% through FY07) on College revenues, along with assumptions on state funding levels. Within this analysis, describe the financial impact of various “indexing” approaches currently being considered by the state.. Timing: planning assumptions should be completed and reviewed by Vice Presidents and President by 2 Jun 03 in time for inclusion in next annual update of Strategic Plan.
PG-34: Analysis of SBOE Equity Adjustments
OPR: Vice President for Administrative Services
Guidance: Analyze the short- and long-term impact of the institutional equity adjustments under consideration by the SBOE. Assess the relative impact of the proposed adjustment approach on LCSC and the other higher-educational institutions in Idaho. Address the consequences of sending a “message” that implies that LCSC has been the most generously-supported institution among Idaho’s four-year institutions. Timing: Provide analysis not later than 1 Jan 2003 to support the President’s testimony to the JFAC, Education Committee, and SBOE meetings.
PG-35: LCSC Business Practices—Potential Cost Saving Measures
OPR: Vice President for Administrative Services.
Guidance: [These items follow-up on recommendations forwarded by LCSC staff and faculty during Tracks 1 through 3 of last year’s strategic planning process.] By 30 June 2003, evaluate, implement, and/or report on the following proposals:
PG-35a: Organizational Credit Cards. Evaluate impact and, as appropriate, issue organizational credit cards to LCSC functional units for routine purchases.
PG-35b: Joint Contracting with UI for Travel. Evaluate impact and, as appropriate, join UI (and other state institutions/agencies) for airline and other travel contracts, lodging arrangements in Boise area, etc.
PG-35c: Cost/Benefit Analysis of Motor Pool Fleet. Conduct a study to determine if, over the long term, it would be more efficient to phase out the LCSC motor vehicle fleet (in whole or in part) and place greater reliance on commercial vehicle rental services.
PG-35d: Payroll Direct Deposit. Explore the feasibility and potential cost savings for mandating use of direct deposit for all permanent employee payrolls by 1 Jan 03.
PG-35e: LCSC Ride Share Program. Explore options (LCSC Intranet?) to facilitate car-pooling/ride-sharing by LCSC personnel who could consolidate transportation to Boise, Coeur d’Alene, outreach centers, training sites, etc.
PG-36: Records Management Plan
OPR: Vice President for Administrative Services
Guidance: Estimate (rough order of magnitude) the potential costs (human resources, hardware, software) of implementing a Records Management System that would meet State goals. This quick study would be used to document to the SBOE that such a venture would not be feasible without dedicated funding from the State or without coordination among all institutions of higher education. Timing: “hip pocket” estimates/findings should be completed by 1 Jul 03.
PG-37: Review of Payroll System
OPR: Vice President for Administrative Services
Guidance: Assess the adequacy of the current payroll system in use by LCSC and evaluate the best options for the future. Over the long-term (looking five years ahead) would it make sense to begin planning to convert to a new system? Would costs/benefits justify adopting a common system with other colleges/universities in the state? This initial, in-house study will also provide background material and rough order of magnitude cost estimates in the event that questions on system upgrades or consolidation arise at the state level. Timing: Report on study findings, through the Vice Presidents, to the President by 30 Jun 2003.
PG-38: Review of Datatel System.
OPR: Vice President for Administrative Services (CTO) in lead, supported by Provost and Vice President for Student Affairs/Enrollment Management
Guidance: Establish a task force (membership would likely parallel units/individuals on Datatel Advisory Committee) to explore the long-term suitability of Datatel for LCSC users. Are other higher-education institutions in Idaho exploring (or ready to explore) this issue? Should we ask for inputs from other software providers? If all institutional users in Idaho are satisfied with the long-term viability of their separate systems, are there interface capabilities that would facilitate data management among schools and with State agencies? If the initial study suggests that conversion to a different system would make sense for LCSC (or a group of institutions), what is the likely time period (2007...2010?) for such a change? Assume that state funding for conversion would be unlikely unless a common system is adopted. Timing: Assume that this project will have multiple phases, with the first phase consisting of concept exploration and definition of the problem. Report results of the first phase of the review to the Vice Presidents and President by 30 Jun 2003.
PG-39: “Stop Gap” Funding Measures (FY03)
OPR: All Unit Directors
Guidance: UAPs submitted by all Administrative Services units should highlight any temporary program adjustments that are being used to offset the effects of FY03 budget cuts. [For example, “soft” funds being used to sustain a permanent position, temporary staff re-assignments to cover temporary position vacancies, short-term deferral of functions or projects to permit individuals to be temporarily assigned to other duties, individuals who have been dual-hatted to address shortages, etc.]
V. Vice President for Student Affairs and Enrollment
Management
PG-40: Enrollment Management
OPR: Vice President for Student Affairs and Enrollment Management
Guidance: Adjust the strategic enrollment management plan (Action Plan for Enrollment Growth) so that the Fall 2003 through Fall 2006 annual enrollment targets reflect the headcount achieved on 10th day enrollment for Fall02 (3108). Continue to use the currently-listed growth targets (5% for Fall 2004 followed by sustained 3% increase for the out-years). Coordinate with the Provost to harmonize unit growth targets with institutional growth targets. Obtain bottom-up enrollment projections from line units (current and potential program capacities, based on course scheduling strategies, facility capacity, instructor availability, etc.) as a “reality check” on overall institutional enrollment goals. Build a tracking mechanism (“stack” chart) to model (over the five year period of the LCSC strategic plan) the composition of the LCSC student enrollment by year (freshman through senior) to help LCSC unit and institutional planners deal with the impact of large (or small) cohort groups moving through the pipeline. Establish and sustain recruiting and retention liaison points of contact within LCSC operational units. Timing: provide updated copy of Strategic Enrollment Management plan, through Vice Presidents, to President by 2 June 2003 for inclusion of key points in July 2003 update to LCSC Strategic Plan and listing within LCSC “family of plans.”
PG-41: Retention Plan
OPR: Director of Recruiting and Retention
Guidance: By 31 Dec 2002, update the Retention Plan to include any changes or initiatives that emerge from the NASC Accreditation preparation planning process. During Phase 2 (December 2002) of the strategic planning cycle (review of UAPs by functional area groups/committees), coordinate with units to ensure that retention tasks are reflected in unit plans, programs, and budgets.
PG-42: Coordination/Consolidation of Student Services
OPR: Vice President for Student Affairs and Enrollment Management
Guidance: Multiple units within LCSC contribute to functionally similar services such as counseling, tutoring, and advising. The funding sources and statutory authority for program components within these services may vary widely, but, to the maximum extent possible, these services should be available in a transparent, seamless system that serves unified (though diverse) student and community populations. UAPs within Student Affairs should provide a coherent view of the delivery of like functions, even when multiple reporting units are involved—and Student Affairs planning should address options that could enhance delivery of customer services by coordinating, harmonizing, or consolidating separate units and/or functions.
PG-43: Coordination of Student Services at Coeur d’Alene
OPR: Vice President for Student Affairs and Enrollment Management in coordination with Provost (Dean of Community Programs)
Guidance: Following the same timetable in the UAP development and review process, prepare a stand-alone plan/report that describes how the available range of student services will be delivered/coordinated for LCSC student at the CdA Center. Also describe the mechanisms for supporting LCSC students at Outreach Centers and any services that will be provided by or in collaboration with other NICHE schools. This report will provide, in effect, a “site” perspective that captures many sub-actions embedded within UAPs from units across the College. An overview of the CdA Student Services Plan should be presented during Phase 2 (functional area group/committee review) of the strategic planning cycle (December 2002).
PG-44: Student Affairs Initiatives
OPR: Vice President for Student Affairs and Enrollment Management (coordinate with Provost on PG-43a and PG-43b)
Guidance: Student Affairs units’ UAPs—or, as applicable, separate reports—should address the following areas, looking ahead through the time frame of the five year strategic planning window (FY03-07):
PG-44a: Service Learning. Describe the organization and process being put in place (or planned) for the LCSC service learning program and its interrelationship to the Lewis-Clark Service Corps and volunteer center.
PG-44b: International Programs. Describe the organization and process in place (or being planned) to coordinate and oversee common standards for study abroad by LCSC students. Describe how policies are established and how the overseas program activities of instructional divisions are being tracked by the international programs office. Describe any collaborative arrangements in place (or being investigated) with sister institutions.
PG-44c: Events Coordination. Develop a plan to coordinate or centralize LCSC conference scheduling and support. Address how LCSC facilities are scheduled and supported for internal and external (community) events, and how this information is advertised to the campus community and the general public. Does LCSC need an “Events Staff” or a designated office to coordinate the inputs of caterers, media services, facility set-up and clean up, etc.?
PG-44d: Intramural and Club Sports. Develop a five-year game plan to address the scope and size of LCSC intramural sports programs and club sports to support resident students and commuters. Describe cooperative agreements that are in place (or needed) with other schools or recreational agencies to provide venues for these activities. Describe the budget needs associated with the plan.
PG-44e: SUB Administration. Provide report on analysis (currently underway) on utilization patterns for the Student Union Building and administrative support of student activities.
PG-45: Student Health Insurance
OPR: Vice President for Student Affairs and Enrollment Management (coordination with Provost, Vice President for Administrative Services, and Athletic Director)
Guidance: By 1 January 2003, present to the President an analysis of options and a recommendation for action for a standardized Student Health Insurance Plan for LCSC. Timing of the study is driven by the need to clarify the road ahead prior to discussing student fees and other budget issues with SBOE and JFAC during Spring 2003.
PG-46: “Stop Gap” Funding Measures (FY03)
OPR: All Unit Directors
Guidance: UAPs submitted by
all Student Affairs functional areas should highlight any temporary program
adjustments in place to offset the effects of FY03 budget cuts. [For example, “soft” funds being used to sustain a permanent position,
temporary staff re-assignments to cover temporary position vacancies,
short-term deferral of functions or projects to permit individuals to be
temporarily assigned to other duties, individuals who have been “dual-hatted”
to address shortages, etc.]