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Advancing Higher Education

Turning strategy into an integrated way of operating

SECTOR

Higher education

SERVICE

Strategic Planning, Process Improvement, Employee and Stakeholder Engagement

FORMAT

In person

The situation

The University of Montana had already invested significant effort in defining its strategic direction. Following a period of leadership transition and institutional turbulence, the University had established five Priorities for Action and shifted its attention toward execution and tangible progress. At the same time, it was creating a new Institutional Effectiveness Office responsible for bringing together planning, budgeting, and assessment across the University.

The challenge was not to create another strategic plan. The University needed to turn the strategy and planning work already underway into an integrated and sustainable way of operating. That meant connecting priorities, planning, budgeting, assessment, accountability, and communication into a practical annual cycle that could work across a complex campus environment.

What we did

Springboard partnered with the University's new Institutional Effectiveness Office to help move the institution from strategic planning to implementation. We began by reviewing the University's existing work and interviewing key stakeholders who had been involved in the planning process to understand areas of consensus, identify what was working, and surface challenges that needed to be considered moving forward.

We then facilitated a series of working sessions with a cross-functional group representing key parts of the University, including the Institutional Effectiveness Office, Office of the President, budgeting, and the University's existing design work. Rather than bringing in a predetermined model, Springboard worked alongside the group, providing facilitation, challenging assumptions, and bringing relevant models and examples to help the University develop an approach that would work within its own environment.

Together, the group worked to develop the University's new strategic, planning, and accountability structure. The work included creating a clear cascade showing how the elements of the University's strategy connected; mapping the annual planning cycle, responsibilities, and timing; establishing operating principles and expectations for accountability; and considering how the new approach would be communicated and adopted across campus.

Springboard also recognized that designing a new institutional process was only part of the challenge. Successful implementation required people across campus to understand the new approach, see how it connected to their work, and have opportunities to raise questions and contribute to its success. The engagement therefore incorporated planning for broader communication and campus engagement as part of implementation.

What changed

The work helped the University move beyond having strategic priorities to establishing the infrastructure needed to put those priorities into practice. The new approach connected strategic planning with budgeting, assessment, accountability, and annual operating decisions, providing a clearer rhythm for how institutional priorities could move from strategy into action.

Just as importantly, the process was built around the University's existing work rather than replacing it. Springboard helped the new Institutional Effectiveness Office bring together pieces that had already been developed, engage the people responsible for making the system work, and translate them into a more integrated and implementable institutional approach. The engagement reflects a central principle of Springboard's higher education work: institutions often do not need another plan; they need help connecting strategy to the structures, processes, and people required to make it happen.

90% of our work comes from repeat clients and referrals.

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THE SERVICE BEHIND THIS WORK

Strategic Planning

Part of Building Sustainable Organizations.

»  Learn More

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