OU.ADM.SP

Summary Information

Repository
Oakland University Archives and Special Collections
Title
Strategic Planning Collection
ID
OU.ADM.SP
Date [inclusive]
1970-1995
Extent
9.0 Linear feet
Language
English

Preferred Citation

Item, folder title, box no., Strategic Planning Collection, Oakland University Archives

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History

In 1970 then chancellor O'Dowd set up a University Planning Committee "to propose a coherent set of structures for advancing short and long range comprehensive university planning." The committee submitted its report in April 1971, and the university implemented it, creating a University Planning Committee in 1976. In 1978, the University Planning Committee finally issued a lengthly 5-year planning document.

In addition, after he became President, Don O'Dowd initiated the first systematic strategic planning effort in 1973. Under the "management by objectives" program, which lasted into the early 1980s, all operating units prepared MBO statements that outlined 5-year goals and 1-year objectives, to be updated yearly.

In 1983, President Champagne formed a Commission on University Excellence to examine academic excellence at OU, including admissions, the curriculum, program reviews, and academic support systems. The Commission conducted an in-depth faculty survey and produiced a report in 1984.

In November 1987 another long-term planning effort was initiated as President Champagne asked the University Planning and Policy Committee to develop guidelines leading OU to 2000 ("Oakland at 2000"). However the recommendations were not followed through due to the President's departure in 1990.

In 1992 incoming President Packard defined a statewide mission for the university, which laid the foundation for a new strategic planning initative. Nine Blue Ribbon Task Forces were set up to outline strategies for 1995-2005. In late 1995 implementation started.

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Scope and Contents note

The strategic planning collection was assembled from miscellaneous planning files that were not associated with any particular Oakland University department. It contains the background documentation, reports, and implementation materials of all the major strategic planning initiatives undertaken by OU from 1970 to 1995.

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Administrative Information

Publication Information

Oakland University Archives and Special Collections

Kresge Library
100 Library Drive
Rochester, MI, 48309

Access and Use note

The Strategic Planning Collection is open for research.

Copyright

Copyright held by Oakland University.

Processing

Processed by Linda Hildebrand, fall 2016. Notes by Dominique Daniel. Entered in Archivist Toolkit by Shirley Paquette, Feb. 2017.

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Collection Inventory

Management by Objectives [MBOs] 

Scope and Contents

MBOs are organized chronologicaly from 1974 to 1982 and for every year, by operating unit. Documents include their mission and roles, goals and objectives, organizational charts, budgets, and more.

Box

MBOs 1974   7 folders

1

MBOs 1975   2 folders

1

MBOs 1976   4 folders

1

MBOs 1977   3 folders

1

MBOs 1978   3 folders

1

MBOs 1979   1 folder

1

MBOs 1980   2 folders

2

MBOs [One & Five year plans] 1981-1982   1 folder

2

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University Planning Committee 1970-1978 

Scope and Contents

Memos, meeting minutes, and other working documents; several stages of the final report.

Box

Materials 1970-1971 

2

Materials 1976 

2

Materials 1977   2 folders

2

Report 1978 

Box
2
Box

Planning document for draft 

2

Meetings, memos 1977-1978 

2

Planning documents April 12, 1978 

2

Draft April 14, 1978 

2

University Plans v.1 Sept. 1978 

2

University Plans v.2 Sept. 1978 

2

Role & Mission Draft March 1978 

2

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Oakland at 2000 1987-1990 

Scope and Contents

Working documents and data book used to assist in the planning effort. The databook provides a statistical overview of OU in 1989 in comparison to other Michigan universities.

Box

Misc. Materials 1987-1988 

2

Data Book 1989   3 folders

2

Strategic Guidelines for Oakland University (Oakland at 2000 report) 1990 

2

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Commission on University Excellence [CUE] 1983-1984 

Box

CUE Minutes & Memos 1983-1984   7 folders

3

Faculty Survey 1983-1984   2 folders

3

Report 1984   5 folders

Scope and Contents note

Includes preliminary draft, final document and appendices 1-4.

3

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Strategic Plan 1995-2005 

Box

Assignments 1993-1994 

4

Authorship Committee 

4

Board of Trustees 

4

Constituencies 

4

Costs 

4

Definitions 

4

Detail 1984   2 folders

4

Directories 

4

Distribution List 

4

Drafts 

4

Environmental Scan 

4

Expenses 

4

General 

4

Hearings & Meetings   3 folders

Scope and Contents note

Also includes meeting schedules.

4

Implementation   4 folders

4

Other Universities 

4

OU Fact Sheet 1992-1993 

4

Preamble April 1994 

4

Presentations, Oral 

4

President's Office - Packard, S. 

4

Publicity, news 

4

Rankings - processes   2 folders

4

Readings 

4

Retreat Feb. 26, 1993 

4

Recommendations 

4

Senate files   2 folders

5

Steering Committe Attendance List 

5

Steering Committee Minutes, Memos 1993-1994   6 folders

5

Summary 1993-1994 

5

SWOT Analysis of Strategies 1998 

5

Task Forces 1993-1994 

Box

Campus Family   2 folders

5

Community Outreach   2 folders

5

Excellence and Distinction 1993-1994   26 folders

Scope and Contents note

Includes minutes, memos, supplemental materials from academic departments and a survey.

6-7

Graduate Education   18 folders

Scope and Contents note

Includes reports from Graduate programs, minutes, reviews and surveys.

7
Box

Alumni Survey Raw Data   Loose leaf papers

9
Box

Resource Requirements 1993-1994   6 folders

8

Student Development   2 folders

8

Undergraduate Education   2 folders

8

Timetables 

8

Unit Plans 

8

Values 

8

Vision Statements 

8

Strategic Plan 1995-2005   8 folders

Scope and Contents note

Includes drafts, versions, and publications.

8

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