Appendix B - Preliminary Implementation Plan

The Implementation Plan is intended to be a living document that evolves over time, but not one that inhibits accomplishments today while we plan for tomorrow. We expect that new ideas from all levels of the organization will help develop and implement additional strategies and initiatives. We also recognize that many of the strategies listed here are incomplete or lack detail. Work will continue on these, and a complete implementation plan will be developed by July 2004.

Goal 1.  Provide outstanding academic programs that further strengthen our performance and pre-eminence in the five thematic areas.

Strategies:

  1. Identify up to 3 initiatives within each of the five thematic areas. For each initiative:
    1. Identify the specific outcomes from the initiative and the impact of the initiative on faculty, students, the State of Oregon, relevant interest groups, and stakeholders.
    2. Assess the necessary people, financial resources, and facilities to make the initiative successful.
    3. Prepare an action plan to move the initiative forward over the 2003-05 and 2005-07 biennia, including a funding strategy and identification of a "champion": for the initiative.
    4. Assess initiatives for their applicability in a global context.
    Accountability Next step(s) Timeline Participants & Resources*
    Provost & Executive Vice President Designate and charge teams By January 2004  
    Team Leaders (faculty, department heads, Deans, and CIP Directors) Identify initiatives, outcomes, action plans By January 2005  

    * Participants across the university community and necessary resources are yet to be finalized.

  2. Develop an institution-wide planning framework for increasing scholarship and high impact research.
    Accountability Next step(s) Timeline Participants & Resources*
    Vice Provost for Research Develop plan By March 2004  

    * Participants across the university community and necessary resources are yet to be finalized.

  3. 2.a. Ensure that the development of OSU's federal agenda and funding priorities with federal and state agency programs - and for private foundations - all support the achievement of excellence and prominence of the academic theme areas.

    Accountability Next step(s) Timeline Participants & Resources*
    Vice Provost for Research; Vice President for University Advancement Formulate plan for setting priorities for federal agenda and funding opportunities By January 2004  

    * Participants across the university community and necessary resources are yet to be finalized.

    2.b. Create a Washington, DC presence that helps increase Federal research funding by 50 percent over the next seven to ten years.

    Accountability Next step(s) Timeline Participants & Resources*
    Vice Provost for Research; Deans Develop action plan By July 2004  

    * Participants across the university community and necessary resources are yet to be finalized.

    2.c. Enhance existing internal OSU competitive awards - including research council awards, equipment awards, and hiring packages from the Research Office - which will include as a criterion the degree to which the request advances one of the thematic areas.

    Accountability Next step(s) Timeline Participants & Resources*
    Vice Provost for Research Evaluate current processes for awards By January 2004  

    * Participants across the university community and necessary resources are yet to be finalized.

    2.d. Collaborate with the University of Oregon and other OUS institutions, Oregon Health and Science University, Pacific Northwest National Laboratory, and partners in industry and government to develop two signature research centers, with the first in Multiscale Materials and Devices.

    Accountability Next step(s) Timeline Participants & Resources*
    Vice Provost for Research; Dean of Engineering Establish statewide signature research center in MMD By July 2004  

    * Participants across the university community and necessary resources are yet to be finalized.

    2.e. Develop a research park to promote a culture of innovation and to stimulate the flow of knowledge and technology between Oregon State University and Research and Development institutions and companies.

    Accountability Next step(s) Timeline Participants & Resources*
    Vice Provost for Research; Cognizant Deans Create development and business plan By June 2004  

    * Participants across the university community and necessary resources are yet to be finalized.

    2.f. Review, revise, and recommend policy for Indirect Cost Recovery funds based on fair recovery of costs and incentives for growth of scholarship, research, and creativity.

    Accountability Next step(s) Timeline Participants & Resources*
    ICR Task Force Chair; Vice President for Finance & Administration ICR task force underway Recommendations due by March 2004  

    * Participants across the university community and necessary resources are yet to be finalized.

  4. Charge the Faculty Senate and Curriculum Council to develop internal processes for curricular programs that align and advance the five thematic areas.
    Accountability Next step(s) Timeline Participants & Resources*
    Faculty Senate President Develop charge Recommendations due by July 2004  

    * Participants across the university community and necessary resources are yet to be finalized.

  5. Enhance collaboration and coordination among academic units, centers, institutes, and programs. To that end:
    • The Colleges of Science and Liberal Arts will evaluate the merits of collaboration and coordination of programs by June 2005 to provide a strong foundation for instruction and scholarship in other campus programs and increase opportunities for student learning and research, benefits to constituents and stakeholders, and economic efficiencies; with the two existing deans providing shared leadership.
    Accountability Next step(s) Timeline Participants & Resources*
    Provost & Executive Vice President Designate and charge team By January 2004  
    Deans of Liberal Arts and Science Implementation By June 2005  

    * Participants across the university community and necessary resources are yet to be finalized.

    • The Colleges of Agricultural Sciences and Forestry will evaluate the merits of collaboration and coordination of programs by June 2006 to increase opportunities for student learning and research, benefits to constituents and stakeholders, and economic efficiencies; with the two existing deans providing shared leadership.
    Accountability Next step(s) Timeline Participants & Resources*
    Provost & Executive Vice President Designate and charge team By January 2004  
    Deans of Agricultural Sciences and Forestry Implementation By June 2006  

    * Participants across the university community and necessary resources are yet to be finalized.

  6. Over the next year, all colleges and units will revisit existing unit plans, or develop plans where none exist, to align themselves with the University strategic plan.
    Accountability Next step(s) Timeline Participants & Resources*
    Provost & Executive Vice President Charge to deans, vice provosts and vice presidents By October 2004  
    Deans, Vice Provosts, and Vice Presidents Implementation By July 2004  

    * Participants across the university community and necessary resources are yet to be finalized.

  7. Establish a transparent and criteria-based process, advised by a blue ribbon task force, leading by June 2004 to a university-wide set of standards addressing the creation, financing, and disestablishment of Centers, Institutes, and Programs, while considering reporting lines for CIPs that promote the thematic areas.
    Accountability Next step(s) Timeline Participants & Resources*
    Vice Provost for Research Establish and charge task force By January 2004  

    * Participants across the university community and necessary resources are yet to be finalized.

  8. Develop a recommended business and programmatic plan for the OSU-Cascades Campus, Hatfield Marine Science Center (HMSC) and for an Oregon State University center in the Portland metropolitan area. In conjunction with OSU Main Campus leadership, the OSU-Cascades Campus and the HMSC shall identify and develop signature instructional, research, and outreach programs that build upon and benefit from their unique location, environment, facilities, and partnerships. The Portland effort shall focus on solutions to the problems of an urban population in which Oregon State University has compelling strengths and serve as a focal point for many University-sponsored, metropolitan-area activities. Through our College of Pharmacy and other offices, we will also participate in the North Macadam development project located in South Portland.
    Accountability Next step(s) Timeline Participants & Resources*
    Vice Provost/CEO for OSU-Cascades Plan for OSU-Cascades Campus By July 2004  
    Director, HMSC Plan for HMSC By July 2004  
    Vice President for University Advancement; Cognizant Deans OSU Center in Portland By July 2004  

    * Participants across the university community and necessary resources are yet to be finalized.

  9. Build and sustain faculty strength in signature thematic areas through redirection of open faculty positions over the next three to five years. For the 2003-05 and 2005-07 biennia, position descriptions for faculty and administrators will be defined collaboratively to promote program development in the thematic areas. Searches contemplated in the two sets of existing colleges that are evaluating the merits of collaboration and coordination of programs will require that both deans reach agreement (along with the Vice Provost for Academic Affairs) before a search is authorized. For all other academic units, the cognizant Dean and Vice Provost for Academic Affairs will provide final search authorization. For non-academic units, final approval will come from the cognizant Vice President or Vice Provost. Position requests shall establish how a position furthers goals for the relevant theme and describe how the position will relate to and coordinate with appropriate groups in other administrative units.
    Accountability Next step(s) Timeline Participants & Resources*
    Provost & Executive Vice President; Vice Provost for Academic Affairs & International Programs Communicate process to campus community By January 2004  

    * Participants across the university community and necessary resources are yet to be finalized.

  10. Focus outreach programs from the five thematic areas on the state's most critical economic and environmental issues, as well as on issues affecting human well-being, while creating new programs that target the critical needs of Oregon's increasingly diverse population.
    Accountability Next step(s) Timeline Participants & Resources*
    Dean of Extended Campus; Statewide Deans Create proposed plan By July 2004  

    * Participants across the university community and necessary resources are yet to be finalized.

  11. Plan for the improvement of OSU's physical infrastructure in support of this goal, as well as the academic infrastructure of the University Library and the University's information technology and services.
    Accountability Next step(s) Timeline Participants & Resources*
    Director of Facilities Services Physical infrastructure plan By July 2004  
    Vice Provost for Information Services IT plan By March 2004  
    University Librarian Library plan By March 2004  

    * Participants across the university community and necessary resources are yet to be finalized.

  12. Focus on scholarship creating international partnerships that address critical issues of environment, health, and socioeconomic well-being in the context of a global society.

    Develop action plan

    Accountability Next step(s) Timeline Participants & Resources*
    Vice Provost for Academic Affairs & International Programs By July 2004  

    * Participants across the university community and necessary resources are yet to be finalized.

Goal 2.  Improve the teaching and learning environment and achieve student persistence and success through graduation and beyond that matches the best land grant universities in the country.

 

Strategies:

  1. Establish the Academic Success Center and the Center for Teaching and Learning within the colleges of Science and of Liberal Arts by June 2004. The Academic Success Center will be charged with developing strategies to provide a small group learning experience in the first year for every OSU student. The center for Teaching and Learning will provide services for faculty and teaching assistants.
    Accountability Next step(s) Timeline Participants & Resources*
    Vice Provost for Academic Affairs & International Programs Establish Director positions; conduct searches By January 2004  

    * Participants across the university community and necessary resources are yet to be finalized.

  2. Develop an enrollment management plan that incorporates all relevant factors to produce the outcomes we seek within our unique context.
    Accountability Next step(s) Timeline Participants & Resources*
    Vice Provost for Student Affairs Develop plan By January 2004  

    * Participants across the university community and necessary resources are yet to be finalized.

  3. Implement an admission and retention policy that achieves a diverse spectrum of experiences, perspectives, beliefs, and cultures of domestic and international students of high academic achievement and promise.
    Accountability Next step(s) Timeline Participants & Resources*
    Vice Provost for Student Affairs Pilot new policy Fall 2003  

    * Participants across the university community and necessary resources are yet to be finalized.

  4. Increase financial aid from private sources, and withdraw from the Western Undergraduate Exchange program, redirecting saved dollars to student financial aid.
    Accountability Next step(s) Timeline Participants & Resources*
    OSU Foundation Plan for increased private revenue By January 2004  
    Vice Provost for Academic Affairs & International Programs Withdraw from WUE Implemented  
    Vice Provost for Student Affairs Redirect WUE dollars    

    * Participants across the university community and necessary resources are yet to be finalized.

  5. Develop an educational assessment framework and ensure that every program has documented educational objectives and mechanism for evaluating the achievement of those objectives.
    Accountability Next step(s) Timeline Participants & Resources*
    Vice Provost for Academic Affairs & International Programs Implement assessment practices in selected programs Implementation in process; first phase by March 2004  

    * Participants across the university community and necessary resources are yet to be finalized.

  6. Increase access to Baccalaureate core courses by offering the 20-30 most-enrolled courses on-line as well as in the classroom within the next two years.
    Accountability Next step(s) Timeline Participants & Resources*
    Dean of Extended Campus Begin creation of on-line courses Implement 5 courses by March 2004; finalize all courses by Fall 2005  

    * Participants across the university community and necessary resources are yet to be finalized.

  7. Increase University Honors College enrollment by 5 percent per year over the 2003-05 and 2005-07 biennia, while maintaining or increasing academic quality.
    Accountability Next step(s) Timeline Participants & Resources*
    Dean of the University Honors College   Implementation started for Fall 2003  

    * Participants across the university community and necessary resources are yet to be finalized.

  8. Increase student participation in international experiences by 50 percent over the next ten years. s
    Accountability Next step(s) Timeline Participants & Resources*
    Vice Provost for Academic Affairs & International Program Develop action plan By June 2004  

    * Participants across the university community and necessary resources are yet to be finalized.

  9. Configure academic and support units and programs to optimize the level of achievement of this goal. To this end:
    • Organize student services around a student access and success-through-graduation agenda, integrating enrollment management, financial services, health and counseling services, career services, and housing and dining.
    Accountability Next step(s) Timeline Participants & Resources*
    Vice Provost for Academic Affairs & International Programs Move Enrollment Management to Student Affairs Implemented July 2003  
    Vice Provost for Student Affairs Plan for access/success agenda By January 2004  
    Vice President for Finance & Administration Co-locate student accounts and financial aid operations. By March 2004  

    * Participants across the university community and necessary resources are yet to be finalized.

    • Align faculty services and academic programs that reach across the University. These functions include academic program administration, academic personnel policies and management, and services provided to academic units through the University Libraries, Extended Campus, Extension, Graduate School, University Honors College, International Programs, the ROTC programs, and Institutional Research. Several units that reach across the University, including the Graduate School, Extended Campus, and Extension, will report to the Provost through the Vice Provost for Academic Affairs and International Programs and will develop strategic plans aligned with the University plan. The University Library will report to the Vice Provost for Academic Affairs and International Programs, with a charge to improve the quality and value of library services.

    Accountability Next step(s) Timeline Participants & Resources*
    Vice Provost for Academic Affairs & International Programs University Libraries and International Programs Implemented July 2003  
      Develop and implement plan for other units By January 2004  

    * Participants across the university community and necessary resources are yet to be finalized.

    • Align diversity and multicultural education efforts to provide comprehensive diversity support to students, faculty, and staff.
    Accountability Next step(s) Timeline Participants & Resources*
    Provost & Executive Vice President Develop action plan By January 2004  

    * Participants across the university community and necessary resources are yet to be finalized.

Goal 3.  Substantially increase revenues from private fundraising, partnerships, research grants, and technology transfers while strengthening our ability to more effectively invest and allocate resources.

Strategies:

  1. Attract new resources, and redirect and align existing resources, to achieve plan goals.
    • Develop and implement a comprehensive fundraising campaign and university-wide Capital Campaign that support the thematic areas and facilitate progress in achieving University goals.
    Accountability Next step(s) Timeline Participants & Resources*
    Provost & Executive Vice President Plan for leadership of university advancement functions By October 2003  
    Vice President for University Advancement Name permanent leadership for Alumni Assn By January 2004  

    * Participants across the university community and necessary resources are yet to be finalized.

    • Allocate annual resources from the Education and General Budget to enable progress towards goals, starting with $3 million in 2003-2004. Use resources intended for strategic investment, along with new revenue, to insure progress toward achievement of the institutional strategic goals.

    Accountability Next step(s) Timeline Participants & Resources*
    Provost & Executive Vice President Process for allocation By January 2004  

    * Participants across the university community and necessary resources are yet to be finalized.

    • Create institutional policies that enable units, when possible and desirable, to develop revenue-generating perimeter programs.
    Accountability Next step(s) Timeline Participants & Resources*
    Vice President for Finance & Administration Create and communicate policies By July 2004  

    * Participants across the university community and necessary resources are yet to be finalized.

  2. Reduce academic and non-academic administrative budgets per student FTE by 20 percent by June 2008 and reinvest the savings in plan initiatives. Over the past two years, administrative costs have been reduced by 9 percent. The Provost, as a representative of the central administration, and deans will work together to achieve the remaining 11 percent reduction, providing annual progress reports. Administrative savings in academic units can be redirected to academic programs within those units. Among the mechanisms to be considered are consolidations and the creation of business centers that facilitate synergies and economies of scale.
    Accountability Next step(s) Timeline Participants & Resources*
    Vice President for Finance & Administration Develop plan to achieve desired reduction By July 2004  

    * Participants across the university community and necessary resources are yet to be finalized.

  3. Increase the delivery and processing of information in electronic format.
    Accountability Next step(s) Timeline Participants & Resources*
    Vice Provost for Information Services Develop action plan By March 2004  

    * Participants across the university community and necessary resources are yet to be finalized.

  4. Develop a space allocation model based on the principle that space belongs to the University and shall be allocated based on the needs of this strategic plan and reflecting the diversity of our programs.
    Accountability Next step(s) Timeline Participants & Resources*
    Director of Facilities Services Develop allocation model By January 2004  

    * Participants across the university community and necessary resources are yet to be finalized.

  5. Evaluate and improve processes for human resource management and business services.
    Accountability Next step(s) Timeline Participants & Resources*
    Vice President for Finance & Administration Develop action plan By January 2004