Building Our Legacy
Strategic Planning for Cal State San Marcos
	Timeline		Budget Planning Process	Strategic Planning Process	Outcomes
Transition Team Report	Spring 2004			Survey of Campus and External Community	n Identified Student/Alumni, Faculty/Staff and External Community Issues
	July 2004			Assessment of Results and Report
Strategic Priorities Development	Fall 2004			Strategic Planning Task Force	n Identified five strategic priorities: Academic Excellence, Student Life, Campus Climate, Community Partnerships and Educational Equity
	Spring 2005			Campus Open Forums / Feedback
06/07 Budget Call	March 2006		06/07 Budget Call Submissions Due		n Divisions submitted budget proposals that align with campus strategic priorities
	March 2006		President's Cabinet Planning Session		n Cabinet determined budget priorities for 06/07 n Discussion of what we want to be known for and other campus issues affecting long range planning
	April 2006		University Budget Committee Meeting		n University Budget Committee recommended proposals for funding to Executive Council
	May 2006		Executive Council Approval		n Executive Council considered UBC recommendations, approved final funding and notified the UBC and campus community of funded initiatives
Objectives Development	May Cabinet Meeting 2006			President's Cabinet discussion on data warehousing and campus data needs	n Presentation and discussion on current efforts to build a campus data mart and the CMS Data Warehouse.  View Presentation
	June Cabinet Meeting 2006			President's Cabinet consensus on "What do we want CSUSM to be known for?" and "What do we want our student mix to be?"	n Consensus on what Cal State San Marcos has come to be and wants to be known for
	July Cabinet Meeting 2006			With a new Provost, new ASI President, new Chair of Academic Senate on board, this meeting would be used to identify objectives for the five strategic priorities.	n  Reviewed and refined draft objectives for presentation to the campus community
	August - November 2006			Draft objectives taken to the campus community for feedback and consensus
	October 5, 2006			Strategic Planning Open Forum
	October - November			President's Cabinet finalizes objectives for the five priorities
Division 07/08 Priority Setting	September - November		Divisions analyze data and identify gaps and areas needing focus within their division
			Divisions articulate priorities for the 07/08 budget process that align with the university objectives	Process will inform Divisions to later identify long term strategies and plans
	November 13, 2006		Division Vice Presidents submit 07/08 priorities that will be used by the Division for developing 07/08 budget requests.	Executive Council finalizes objectives for the five priorities based on Cabinet and campus feedback
Success Factors	November			Executive Committee reviews success factors and targets for the university strategic plan
	October 6, 2006			Campus submits accountability report to the CSU Office of the Chancellor
07/08 Budget Call Proposal Development	November 2006		University Budget Committee distributes 07/08 Budget Call to Divisions
	November 2006 - February 2007		Divisions develop strategic initiative funding requests that align with 07/08 division priorities and the university objectives
	January - February		Campus Mid-Year Budget Review
	March 16, 2007		07/08 Budget Call Requests from Divisions due to division CUSP member
Division Strategic Planning	February - May			Divisions and colleges develop explicit strategies and plans to achieve university strategic objectives and close performance gaps
WASC Accreditation Institutional Capacity Review	March 2007			Reviews purposes, integrity, stability, resources, structures, processes and policies
07/08 Budget Call Review and Approval	March 16 - March 30, 2007		CUSP will review 07/08 Budget Call Requests to identify common themes, needs,  opportunities for cross-functional/divisional collaboration.