Schulich School of

Dentistry Retreat Saturday, May 23, 2015

AGENDA

Strategic Planning Journey

10 YEAR DENTISTRY STRATEGIC PLAN

“I COULD HAND YOU A MAP AND TELL

YOU TO GO TO THE MOUNTAIN TOP,

OR,

I CAN GIVE YOU BOOTS, A COMPASS,

THE DESIRE TO CLIMB, AND AN

INVITATION TO COME WITH US…”

Strategic Planning Overview

What is Strategic Planning?

• A future-oriented process for:

• Clarifying our mission, vision and values

• Deciding on our strategic directions and goals for the

next five years

• Identifying the changes needed to achieve a shared

vision

• Setting priorities

• Allocating resources

• The planning process encourages everyone to

decide upon and commit to common goals

Strategic Planning Sets Stage

To …

Reflect & Analyze

Collaborate & Communicate

Question, Challenge &

Learn

Engage & Empower

Think Big!

Look Forward

Re-Imagine

Strategic Planning Guiding

Principles Plan must develop

from the needs of our stakeholders.

Reflect the complex and changing landscape

we operate in.

Be collaborative and engaging.

Be trust-based, transparent &

challenge the status quo.

Be dynamic and creative.

Initiate communications

laterally and vertically.

Have top-level commitment.

Resources aligned to the planning &

implementation phases.

Strategic Planning Focuses On

Stakeholders …

Faculty & Staff

Students

Patients, Partners, Communities, Other Stakeholders

OUR STRATEGIC PLANNING

APPROACH

KEY ACTIVITIES

1. Are we ready?

Preparation: Planning Launch &

Communication

What is our current situation?

External & Internal Analysis

Where do we want to go?

Vision and Strategic

Directions

How will we get there?

Strategic Outcomes,

Processes & Drivers

How will we measure

performance?

Performance Scorecard

What do we need to focus on to drive results?

Project Priorities

Are we ready to implement?

Project Plans, Communication, Implementation

How are we doing?

Performance & Progress

Monitoring

Stakeholder Outcomes Pillar To achieve our vision, what strategic outcomes must we achieve for our stakeholders?

Sustainability Pillar To sustain our Dentistry School and achieve our vision, what resources do we need and how will we measure results and continually improve?

Operational Processes Pillar To satisfy our key stakeholders, at what processes must we excel?

Organizational Capacity Pillar To achieve our vision and goals, what capacity do we need?

People, Culture, Technology and Infrastructure.

BALANCED SCORECARD STRATEGY MAP

Methodology

DENTAL VISION

VALUES

EXAMPLE OF A STRATEGY MAP …

Benefits of BSC Strategy Map

Tells our strategic story in one page “Get’s everyone on same page!”

Gives all of us a clear line of sight into how our jobs are linked to the overall objectives of Schulich Dentistry, enabling each of us to work in a coordinated, collaborative fashion towards our vision

Alignment --- Evolves out of the needs and aspirations of stakeholders

Enables us to be proactive and forward looking

Helps us systematically design measurements and align resources to each pillar

Lays a strong foundation for implementation

Clearly demonstrates alignment to the Schulich Strategic Plan and the Western Strategic Plan

Roles & Responsibilities

R&R: Steering Committee Dentistry Renewal Committee

• Steers the process

• Listens to findings and input from the range of

stakeholders through the aggregated and synthesized

data collected throughout the engagement process

• Helps to shape the findings into the Strategy Map

Pillars for Dentistry

• Meets regularly with consultant in an iterative process

to: • Monitor progress

• Review pertinent documents

• Provide feedback

• Make recommendations regarding the strategy map pillars

• Refine successive versions of the emerging strategic plan

• Finalize the Balanced Scorecard

R&R: Project Coordinator

• Supports communication and dissemination of project information to key stakeholder groups

• Helps to coordinate and set up focus groups and other engagement activities

• Assists with other project coordination activities as they arise

R&R: Faculty and Staff

• Participate in retreat and focus groups

• Engage in planning and facilitation activities

• Participate in surveys and questionnaires

• Challenge the status quo

• Think BIG!

• Get involved

• Enjoy the experience

WHAT TO EXPECT …

What To Expect …

Communication & Engagement

Updates & Information

Dissemination

Instructions / Notifications / Invitations to

Participate

Unique Engagement/ Collaboration Opportunities

Strategic Plan Launch

1. Project Launch

Meetings

Posters

Intranet

E-Mails / Memos

Surveys

Focus Groups

Task Groups

What To Expect …

Timelines

May - August

• Engagement processes

• Review of information and data

• Best practices review

July - September

• Analysis of all data

• Molding the strategic plan

September

• Finalize Strategy Map

• Prepare Balanced Scorecard

October

• Launch the Strategic Plan

Break-Out Activity