In the fall of 2004, President Jones launched a major planning effort at Trinity College, the Cornerstone Project. Unlike previous strategic planning efforts at the College, this one is an on-going planning and implementation process with a new cycle each year. It is broad in scope, inclusive in execution, and has many aims. The project forms a strategic framework for the allocation of resources in people, funding, and energy. It provides guidance and priorities for the annual budget process, new initiatives, and fund raising efforts, especially the next capital campaign. The resulting plan and recommendations are not limited to new initiatives and resources; they also include possible shifts in personnel, space, and resources and changes in policies and procedures.
Seven “Cornerstones” of program and resource effort were established that are crucial for the mission and future of the College. The seven were
· Capital Improvements
· Diversity
· Experiential Education
· Global Initiatives
· Information Technology
· Teaching and Research
· Urban Initiatives.
It was anticipated that the the Cornerstones may change as the planning and implementation evolve, but the basic structure of the planning process will continue, albeit with improvements made through a careful and continuous evaluation of the planning process.
Leading the planning was the President’s Cornerstone Planning Group (PCPG) comprised of the President’s Group of top administrators and the chairs of the committees that developed recommendations in each of the seven Cornerstone areas. The PCPG had overall responsibility for the planning process and was the group that set priorities, wrote the strategic plan, and formulated its implementation. The administrators in the President’s Group are the officials on campus with the responsibility and authority for resource allocations and programs, and this planning structure brought them into the center of the systematic planning effort.
The Cornerstone Advisory Committees (CAC) developed a vision, goals, strategies, and recommendations for each of the seven Cornerstones. The committees included faculty, administrators, and students with interest and expertise in the Cornerstone areas. The CACs were given “charges,” questions that encouraged committee members to think broadly about the future of Trinity, the general directions for the College, and what it would take to provide Trinity with the means to compete advantageously with our best peers in higher education. The CACs reviewed documents and data about Trinity and other colleges and received information and suggestions from all constituencies in the campus community. During the fall, 2004 groups across the campus met and analyzed Trinity’s strengths and weakness and the threats and opportunities posed by its environment (SWOT analyses). The SWOT analyses became one important source of information from the campus community for the CACs, while committee members also developed plans for other means of having dialog with the campus.
As the name implies, the Advisory Committee on the Planning Process (ACPP) focused on guiding and evaluating the planning process, rather than the emerging content. The committee included members from the major constituencies on campus (faculty, administration, staff, and students) appointed or elected in ways appropriate for each constituency. The ACPP was an ongoing committee charged with monitoring the planning process to assure its legitimacy and openness. Initially ACPP developed a plan for the Cornerstone committees to communicate with the campus and to receive input from as many people as possible. Based on their evaluation of the process during 2004, ACPP will recommend how to improve the process in future years. The plan is that the ACPP will be an on-going “watch dog” and evaluation committee even though its membership will vary from year to year.
The Strategic Planning Committee of the Board (SPC) is the link between the President’s Cornerstone Planning Group and the Board of Trustees. The SPC will review and approve the planning process from the perspective of the Board. When the PCPG has prepared its strategic Cornerstone Plan for the year, it will send the plan to this committee of the Board for review and approval. The SPC will then submit the plan to the entire Board for adoption. During the implementation phase, the SPC will review progress and inform the full Board. It is also the committee of the Board that will ensure that the plans are honored in board decision-making, especially with respect to resource allocations.
The Planning Facilitators for the entire process during 2004 were Sharon Herzberger, Vice President for Institutional Planning and Administration and Kent W. Smith, Director of Institutional Research and Planning. They coordinated all aspects of the process, gathered information and documents that were relevant for the Cornerstones and for the planning process as a whole, maintained communication with the campus community, collected SWOT analyses and other input from the community, and assisted all of the committees in their work.
Cornerstone Advisory Committees
Capital Improvements CAC
Committee Charge:
How can we develop a process and guidelines for establishing priorities for large-scale capital improvements related to the mission and other College priorities? How can we develop systematic guidelines for space allocation?
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Diversity CAC
Committee Charge:
How can Trinity better serve the needs of our broadly diverse student body, faculty, and administration? What kind of community is needed to ensure that all faculty, students, and administrators feel supported intellectually, socially, and culturally and challenged to achieve their very best?
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Experiential Education CAC
Committee Charge:
How do we challenge and engage students outside class to learn, reach their highest potential, and become leaders?
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Global Initiatives CAC
Committee Charge:
Trinity is a private college dedicated to providing students who will become leaders in their communities around the world with a first-rate liberal arts education. How should we marry our educational mission with our commitment to be part of a global society? How best can our global agenda reinforce our academic mission?
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Information Technology CAC
Committee Charge:
What are future trends in IT on campuses and off? What IT advances will lead us to excel in teaching, research, learning, and running College offices? What processes might we follow to ensure that we achieve excellence?
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Teaching and Research CAC
Committee Charge:
What must we do to help faculty at Trinity be better teachers? What is needed to help faculty become more productive researchers, scholars, and creators? What must we do to help students at Trinity achieve their highest potential as learners?
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Urban Initiatives CAC
Committee Charge:
Trinity is a first-rate liberal arts private college in a capital city which is dedicated to providing students with an education that will enable them to become leaders in their communities. Given our location, how should we leverage it within the context of our educational mission? How can our educational mission be furthered by a fuller academic engagement with our urban location? How best can our urban agenda (to be a good neighbor and our wider civic role) reinforce and support our academic mission?
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From: James F. Jones, Jr., President
Sent: Wednesday, September 22, 2004
To: All members of the Campus Community
Subject: Message from the President re: Cornerstone Project
Dear Members of the Trinity Community:
I am writing to let you know about a new approach to planning at Trinity, one that I am calling the Cornerstone Project. This project, soon to be launched, will establish a process for continuous, annual planning on a range of topics and will encourage us to think anew, while simultaneously honoring the good work of planning that has gone before.
Trinity is an extraordinary institution with a rich history, a compelling identity as one the nation’s finest liberal arts colleges, a thriving partnership with our community, and dedicated, energetic faculty, students, and staff. With our past achievements and today’s auspicious circumstances, Trinity has abundant opportunities ahead. We must seize this moment to focus our collective energy and marshal resources in people, time, and funding possibilities to accomplish our most important aims. The Cornerstone Project will help to bring clarity and focus to our planning efforts, mobilize the campus, create a process for working together to achieve our goals, and provide a competitive advantage to our College.
I am moving quickly and deliberately to launch this effort for several reasons. We want to be in a position to influence, even in just small ways, the budget and resource allocation decisions for 2005-2006. We also need to build a case for a future comprehensive campaign by identifying projects for which we should seek additional funds. Moreover, in truth, each day people in offices all across the campus make decisions large and small about matters that should ideally be informed by the discussions in which all of us will engage this fall. The common agreements we reach in the planning process will direct our actions.
For this first cycle of planning, I am asking that we study seven general themes that have great import in our community: teaching and research, diversity, information technology, our urban agenda, our global mission, capital improvements, and what we are calling “experiential education” (i.e., educational opportunities presented students both formally and informally outside the classroom). These Cornerstones touch upon our essence as an institution of higher education and upon our special mission and history.
I will chair the planning process and Vice President for Institutional Planning and Administration Sharon Herzberger will coordinate and facilitate the effort. Some of you will serve on a Cornerstone Advisory Committee and others will contribute to an Advisory Committee on the Planning Process. All of you will have multiple opportunities to meet in small groups so that we can gather your thoughts related to each Cornerstone, as well as your evaluation of the planning process itself. Since the planning process may form a template for decisions that must be made each year as we plan for resource allocation, priority setting, and how we are going to work collectively to accomplish important goals, your feedback about the process underway this fall is as important as your input into this year’s plan itself.
In the end, the Cornerstone Project will honor our academic mission and ensure the best possible environment for faculty to teach and conduct their research and for our students to learn. Every single person on this campus contributes to this noble mission and has important information to share. Thus, I look forward to working with all of you and learning from you in the months to come.
Thank you in advance for setting aside some of your valuable time for this project.
Yours very truly,
James F. Jones, Jr.
President and Trinity College
Professor in the Humanities