Strategic Plan 2012

Process | Scorecards | Strategy Map [pdf] | 2011 Themes | 2011 Brochure [pdf]

Advancement Scorecards

Financial Scorecard

Increase ability to acquire, develop, use and manage resources.

Goal Statement: Develop strong external advisory Boards to support University's mission.

Objective Plan Last Updated Achievement Date Status Contact
Provide support to Chancellor and Chancellor's Council of Trustees/Foundation board to assess optimum operating structure. Summer 2013 2014 in progress  
Provide support to Chancellor and Founders Association Exec. Committee to evaluate purpose and function of Founders Association Board of Directors. Summer 2013 2014 in progress   
Work with Retiree Association leadership to better engage and increase support from retirees. Summer 2013 ongoing in progress  
Work with Weidner Center Presents Inc. Board of Directors to increase engagement and collaboration. Summer 2013 ongoing in progress  

Goal Statement: Increase Universitywide annual support.

Objective Plan Last Updated Achievement Date Status Contact
Increase alumni giving by 5% over previous year by working with Alumni Association Board to develop plan to increase alumni giving and scholarship support. Summer 2013 ongoing in progress  
Hold community annual giving steady. Summer 2013 ongoing in progress  
Establish programs/activities to increase awareness of student giving. Summer 2013 2013
ongoing
in progress  
Initiate Parent Campaign. Grow 5% annually from 2013/2014 base year. Summer 2013 2013
ongoing
in progress
Launch Retiree campaign. Grow 5% annually from 2013/2014 base year. Summer 2013 2013
ongoing
in progress  
Develop procedures for website content management to support annual giving efforts. Summer 2013 2013
ongoing
in progress  
Utilize screening tools to identify prospective contributors and generate increased level of giving from existing constituents; evaluate if cost effective to establish screening tools as an ongoing initiative. Summer 2013 2014 in progress  
Develop and implement a formal planned giving program by 2015, with an increase of 10% annually in members by 2019. Summer 2013 2015 in progress  

Goal Statement: Continued best practices for UW-Green Bay Foundation.

Objective Plan Last Updated Achievement Date Status Contact
Determine feasibility of establishing LLC for real estate and determine procedures for purchase, sale and gifting of real estate. Summer 2013 2014 in progress  
Improve efficient and standardized reporting; provide staff training; and, determine reporting needs with campus partners. Summer 2013 2013
ongoing
in progress  
Maximize return on investments; review investment strategy and cash flow predictions. Summer 2013 ongoing in progress  

Goal Statement: Develop and launch capital campaign to gain additional financial support for the University's mission.

Objective Plan Last Updated Achievement Date Status Contact
Develop and implement processes for solicitation, gift tracking/recording and donor stewardship. Summer 2013 2013
ongoing
in progress  
Develop best practices for recording, tracking and communicating Campaign progress. Summer 2013 2013
ongoing
in progress  
Support Campaign Cabinet and Team Initiative leader's engagement, prospect identification, call solicitations. Summer 2013 2013 - 2016 in progress  
Work with Trustee Development Committee and Campaign Cabinet to develop donor recognition plan (donor wall, events, publications, celebrations, etc.). Summer 2013 2013
ongoing
in progress  
Hit 2/3rds of campaign goal by June 2015. Summer 2013 2015 in progress  
Attain campaign goal by June 2016. Summer 2013 2016 in progress  
Achieve 35% increase in dollars from local, state, regional and national Foundations from 2012-2018. Summer 2013 2013-2018 in progress  

Internal Processes Scorecard

Strive to create a clear and positive identity as a premier university.

Goal Statement: Advance UW-Green Bay's distinct brand and position in the marketplace.

Objective Plan Last Updated Achievement Date Status Contact
Measure and track results of branding initiatives through regular implementation of research and statistical analysis of outcomes. Summer 2013 2013
ongoing
in progress Director, Marketing
Continue focus on Strategic Planning themes as priorities in institutional communications. Summer 2013 ongoing in progress  
Identify and fully implement best practices in editorial/graphics quality control on key institutional communications. Summer 2013 2012
ongoing
in progress  
Communicate expectations with regard to University standards, branding, Strategic Themes. Complete style book. Summer 2013 2013 in progress  

Goal Statement: Sharpen the focus on news/features raising UW-Green Bay's academic profile and supporting enrollment/recruitment strategies.

Objective Plan Last Updated Achievement Date Status Contact
Develop more systematic process for identifying, maintaining a 'Publicity Prospect List' of supporters, potential donors, success stories to highlight via various internal/external channels. Summer 2013 ongoing in progress  
Increase frequency of M/UC content in support of Admissions Office, on web homepage, in LOG, throughout various channels. Summer 2013 Summer 2014
ongoing
in progress  
Annually feature a minimum of 50 student, alumni success stories through print, online. Summer 2013 Summer 2014 in progress  
Work collaboratively with other UWGB departments to implement mobile websites that reflect the new 360 branding. Summer 2013 Summer 2014 in progress  
Work collaboratively with other UWGB departments to reach consensus as to Universitywide strategy on campus website development. Summer 2013 ongoing in progress  
Promote integrated marketing principles as best-practice solutions. Summer 2013 ongoing in progress  
Develop new written communication plan for intensifying spotlight on donor and scholarships, whether by existing (Inside 360, LOG, website, etc.) or emerging tools (social media, apps, new publications). Summer 2013 Spring 2014 in progress  
Maximize our photo and video assets by achieving new efficiencies in sharing photos via M/UC websites and Facebook; update our internal procedures for archiving, uploading images. Summer 2013 Spring 2014 in progress  
Incorporate increased use of video to enhance University image and showcase 360 Campaign, faculty/exceptional teaching and research practices, student accolades, campus highlights (ex. new outdoor recreational area), etc. Summer 2013 Spring 2014
ongoing
in progress  

Goal Statement: Focus additional PR, news and creative content on facilitating University fundraising and support for 360 Challenge Campaign.

Objective Plan Last Updated Achievement Date Status Contact
Develop marketing and communications plan to support, maintain excitement and report progress of 360 Challenge Campaign. Summer 2013 2013
ongoing
in progress
Enhance existing communication vehicles to promote and support fundraising efforts by increasing impressions in each existing channel by 25% over three years. Summer 2013 2012
ongoing
in progress  

Stakeholders Scorecard

Seek to engage the community.

Goal Statement: Improve alumni relations, expand alumni involvement in University events, strengthen the Alumni Association board and leadership, and increase alumni support of UW-Green Bay.

Objective Plan Last Updated Achievement Date Status Contact
Identify 3 key markets and alumni leaders in each to establish Alumni Pilot Networks Summer 2013 2013
ongoing
in progress  
Host alumni receptions biannually in Wisconsin cities with high concentration of UWGB graduates (Milwaukee, Madison, etc.).Minimum four annually. Summer 2013 2012
ongoing
in progress  
Host alumni receptions at key businesses, minimum of four annually. Summer 2013 2012
ongoing
in progress  
Continue to strengthen the scope, influence, and leadership of the Alumni Association Board of Directors. Summer 2013 2012
ongoing
in progress  
Plan and execute successful "Alumni Reunion Days" event. Summer 2013 2013
ongoing
in progress  
Prioritize alumni communications and outline best methods of action to engage, educate and keep alumni informed about their alma mater. Summer 2013 2013
ongoing
in progress  
Work with marketing to revitalize an engaging and welcoming alumni-focused web page. Summer 2013 2013
ongoing
in progress  

Goal Statement: Strengthen connections with the community and enhance stewardship of donors.

Objective Plan Last Updated Achievement Date Status Contact
Evaluate effectiveness of existing programs and identify needed improvements to enhance success. Summer 2013 2012
ongoing
in progress  
Identify opportunities to increase frequency of 'touches' with donors to enhance stewardship efforts and connect them with scholarship recipients. Summer 2013 2012
ongoing
in progress  
Identify opportunities to participate in interactions with the community that are cost efficient and high touch. Summer 2013 2013
ongoing
in progress  
Assess and enhance donor cycle process - identify, cultivate, solicit, and steward. Summer 2013 2013
ongoing
in progress

Goal Statement: Develop event plan to celebrate the UW-Green Bay 50th Anniversary.

Objective Plan Last Updated Achievement Date Status Contact
Establish and convene planning committee including campus and community constituents to plan, organize and execute successful, effective and celebratory activities/events which engage students, faculty, staff, community and campus partners. Summer 2013 2015 in progress  
Determine resources required and set budget. Summer 2013 2014 in progress  
Identify opportunities to utilize 50th anniversary theme to support annual fundraising and 360° Challenge Campaign efforts. Summer 2013 2014 in progress