Phases of Engagement: Overview

In June 2016, institutional representatives met with BSI to formally kick-off the Strategic Planning initiative.
June 2016, Strategic Foundations participants worked together to learn about the Balanced Scorecard methodology.
During the June 2016 Kick-Off, teams developed the strategic themes and results as the foundation for the Strategic Plan.
In June 2016, individuals critical to institutional communication learned from BSI how to communicate about Strategic Planning.
The Strategic Planning Communications Team developed a communications plan for internal and external use.
As part of the Theme Team phase in July 2016, members attended training on how to develop strategy maps, objectives, and commentary.
Later in July 2016, Theme Teams then developed Upstate Medical University specific materials for further development.
Dr. Laraque-Arena, President, and participants in the Balanced Scorecard strategic planning process receive an update on the work of the Theme Teams.

Organizational Assessment (February - June 2016)

The Balanced Scorecard Institute and Upstate Medical University representatives worked together to explore how Upstate could convert its existing strategic plan elements into an integrated planning and performance management system using a balanced scorecard framework.

Strategic Foundations Workshop (June 7 - 8, 2016)

Upstate leadership and a variety of institutional representatives gathered for a two-day kick-off session with Balanced Scorecard Institute (BSI). This workshop served as the first opportunity to bring together a cross-representational mix of institutional leadership in this strategic planning effort to understand the Balanced Scorecard methodology and agree on the guiding strategic themes and results needed as a foundation for building a strategic balanced scorecard.

Change Management & Communications Workshop (June 21, 2016)

BSI Consultants returned to campus for a one-day session with the key individuals identified as critical to the communication of the strategic planning process to develop a plan of what, when and how to communicate the strategic planning initiative internally and externally.

Theme Team Training and Workshop (July 12 and July 25 - 26, 2016)

Based upon the Strategic Themes and Results identified in the Strategic Foundations session, four teams were developed. Each team was charged with developing Theme Strategy Maps, objectives (what we need to do on a continuous improvement basis to achieve this desired result) and commentary (captures the essence and scope of the team’s discussion about strategy and strategic objective). This phase consisted of training (July 12, 2016) and the development workshop (July 25 – 26, 2016).

Strategic Management Team Session (September 1 - 2, 2016)

The University Executive Committee (UEC) and the Theme Team Co-Chairs will work with the BSI consultants over two days to create an institution-wide Strategy Map with objectives and commentary.

Strategic Objectives Workshop (November 7 - 8, 2016)

The objective teams are assembled for a single two-day session which combined training and coaching to develop the refined objective commentary and measures.

Performance Measures and Initiatives Workshop (November 30, 2016)

Upstate leadership reviewed and approved the selected performance measures as well as agreed upon an initiative prioritization schema for the strategic plan.

Strategic Plan Launch (April 12, 2017)

In April 2017, the OUR Upstate One University Road Map strategic plan was presented and officially launched for Upstate Medical University.