Strategic planning process

Doing the Work: S20-F21 expanding section

Spring -Fall 2021: Convene Action Teams and Implement the Work

Two representatives from the Strategic Planning Executive Committee (SPEC) combined with one representative from the SOE Dean's office to collaborate on Action Teams that will refine and implement action steps, being sure to stay grounded in the EDJE framework.

2021-22 Action Teams:

Objective 1: Improve Communication in SOE
Tom Jesse (SPEC), Joci Newton (SPEC), Marcie Wycoff-Horn (SOE Dean)

Objective 2: Review & Revise Distributive Leadership Model in SOE
Bill Gillespie (SPEC), Joci Newton (SPEC), Marcie Wycoff-Horn (SOE Dean)

Objective 3: Provide Professional Development Grounded in Social Justice
Kim Morris (SPEC), Leslie Rogers (SPEC), Marcie Wycoff-Horn (SOE Dean)

Objective 4: Identify Effective & Ineffective Policies in SOE
Dawn Rouse (SPEC), Jenna Starck (SPEC), Adrienne Loh (SOE Assoc. Dean)

December 2020: Themes to Actions

The Strategic Planning Executive Committee combined the activities and outcomes identified by the Theme Teams into four major action areas:

  • Improve Communication in SOE: Engage in norm-setting and increase sense of community
  • Review and Revise Distributive Leadership Model in SOE (SOEL)
  • Provide Professional Development Grounded in Social Justice to SOE stakeholders
  • Identify Effective and Ineffective Policies in UWL SOE

Spring - Fall 2020: Identifying Outcomes and Action Steps

Work began in Spring 2020 but was suspended due to the COVID-19 pandemic.  

Each "Theme Team" identified an initial list of Activities, Outcomes, and Timelines addressing their theme.

* indicates Chair/Co-Chair; Italics indicate SP Executive Committee member

2020-21 Theme Teams:

Diversity Addressing Climate Collectively Policies and Practices Resources
Scott Baker*
Ann Epstein*
Lema Kabashi
Joci Newton
Rafael Ramirez
Hanadi Shatara
Gerardo Aponte-Safe
Bill Gillespie*
Jenn Kosiak
Heather Linville 
Jenna Starck
Rob Dixon
Cindy Duley
Josh Hertel*
Kim Morris*
Charlotte Roberts
Dawn Rouse
Ashley Cree
Tom Jesse* 
Val Krage 
Pat Markos
Matt McParker
Leslie Rogers*

2019-20 Theme Teams:

Diversity Addressing Climate Collectively Policies and Practices Resources
Scott Baker*
Ann Epstein*
Lema Kabashi
Joci Newton
Lisa Pitot 
Rafael Ramirez
Alyssa Boardman
Bill Gillespie*
Heather Linville 
Ken Shonk
Rachyl Stephenson
Ashley Zehner
Rob Dixon
Cindy Duley
Josh Hertel 
Jen Kosiak 
Charlotte Roberts
Dawn Rouse*
Ashley Cree
Tom Jesse* 
Val Krage 
Pat Markos
Matt McParker
Leslie Rogers*


Identify Priorities: F19 expanding section

Fall 2019: Collectively Identify Priorities

SOE administrative team (Dean, Associate Deans) reviewed the feedback from the August retreat, and identified three major themes based on that feedback:

  • Workplace climate
  • Review/revision of SOE mission/vision
  • Need for increased clarity about what we do, how we do it, and the impact on programs/profession/community

The SOE administrative team identified the third theme as a priority to address within the strategic planning process, and asked the membership to identify which of the other two themes to prioritize to guide the work. Data was collected from the SOE membership through online surveys. The top priority was identified as Workplace Climate (part of Goal 2).

The SOE Strategic Planning Executive Committee identified 4 climate-related themes from the EDJE framework aligned with Improving the Institutional Climate within Our School of Education (Category C, Priority Area 10) to address, and assembled 4 workgroups to determine outcomes and action steps for each theme: 

Theme Action Planning Questions
(EDJE C.10.a)

In what ways is institutional climate related to or affected by diversity? How well does everyone in the SOE understand the nature of and difference between microaggressions, harassment, bullying, and discrimination? In what ways is climate experienced differently by different groups in our SOE?

Addressing Climate Collectively
(EDJE C.10.b)

How does the SOE’s mission and strategic plan address institutional climate? To what extent does our SOE engage in college-wide conversations about what we mean by institutional “climate,” what research has shown to positively and negatively impact climate, how to assess climate, and how college-wide or unit-wide (e.g., department-level) climate affects well-being, productivity, and feelings of belonging at the level of individual faculty, staff, and students?

Policies and Procedures
(EDJE C.10.c)

What policies and procedures are in place to document problems (safety, exclusion, harassment, discrimination, etc.) and seek support, protection, and justice? How do we know that these policies and procedures are working effectively?

(EDJE C.10.d)

What trainings, supports, and resources can the SOE allocate to improve institutional climate and the factors that impact it?



Work with Consultant: Summer 2019 expanding section

June - August 2019: Working with Dr. Kumashiro

During the summer, Dr. Kumashiro reviewed the collected data and coded it for themes and tensions, and suggested three overarching goals to focus SOE strategic planning

Themes: SWOT responses fell into these categories

  • Identity
  • Committments
  • Program Quality
  • Personnel
  • Students
  • Climate
  • Internal Collaboration
  • External Partnerships
  • Goal 1: Students and Programming: Offer programs and recruit, retain, and graduate a student population that reflects SOE's commitment to diversity and equity, aligns with mission and vision, meets community needs
  • Goal 2: Climate and Mission: Cultivate a healthy work environment, examine processes, align to SOE mission to reflect democracy, inclusiveness, respect, justice
  • Goal 3: Partnerships: Expand and deepen partnerships and collaborations; influence public debate and policy in alignment with SOE mission

August 2019: SOE Strategic Planning Retreat - facilitated by Dr. Kumashiro

With a focus on collective ownership of the process, SOE membership reviewed and provided feedback on the identified themes/tensions, and proposed goals.

Data Collection: S19 expanding section

The School of Education approached strategic planning through the lens of equity and justice, using the Education Deans for Justice and Equity (EDJE) framework for Assessment and Transformation, and working with educational consultant Dr. Kevin Kumashiro.

Spring 2019: Data Collection

Responses from a variety of constituents through a variety of methods:

Online SWOT survey:
139 respondents
Focus Groups:
163 participants
  • 36 faculty & staff
  • 41 current students
  • 62 alumni & external partners
  • 41 faculty & staff
  • 77 current students
  • 45 alumni & external partners

Focus groups were facilitated by UWL faculty and staff who were not aligned with the particular focus group.

Data was shared directly with Dr. Kumashiro to code for themes and tensions.