Strategic Planning Process

Before the efforts of the current Strategic Planning Task Force are listed, honor must be given to previous efforts at creating a strategic plan for the Association.

Two previous Strategic Planning groups have been formed on behalf of the Association.  Both Jack Gibbons [University of California, Los Angeles] and Charlene Chew-Ogi [University of California, Santa Barbara] led previous effort before the year 2000.

Efforts in 2010 began with David Stephen (California State University, Chico) who turned efforts over to Willie Brown and Lisa Slavid (both at University of California, Santa Barbara).  This team concluded their work in 2011 with two significant outcomes:

  • Four vision areas in which to enhance our mission, which were adopted at the WACUHO 2012 annual business meeting and are included in the next section
  • The need for the Association to develop a plan to address the increasing and expanding administrative responsibilities associated with running the organization reliant on volunteers who are also struggling to manage professional/career obligations concurrently. Two recommendations were forwarded to the Executive Committee:
    • Create a “home campus” within the WACUHO region to coordinate the administrative functions of the organization or,
    • Contract certain and essential services with ACUHO-I to manage administrative functions of the organization

The recommendations above were tabled while a series of additional assessments were completed in 2012 – 2013 coupled with the formulation of the Strategic Planning Task Force [2013] tasked to complete a strategic plan including all of the data collected since 2010.

 

Current Timeline:

Date: Milestone:
January 2014 Strategic Planning Task Force commissioned.  Complete.

 

February-May 2014 Review of previous efforts, assessment data, and other regions strategic planning efforts.  Complete.

 

May 2014 Create Strategic Planning Task Force description for the WACUHO Leadership Manual.  Complete.

 

June 2014 2015-2020 Strategic Planning Retreat.  Complete.

 

July 2014 Executive Committee approval of Strategic Planning Focus Areas. Complete

 

September 2014 Prioritization of objectives within focus areas and development of 2015-2016 action plan. Complete

 

December 2014 First draft of Strategic Plan submitted to Executive Committee and Chief Housing Officers for review. Complete

 

January 2015 Revised draft of Strategic Plan presented to Association member

 

March/April 2015 Presentation of Strategic Plan to membership at the Annual Conference and Exposition

Approval of 2015-2020 Strategic Plan at the WACUHO annual business meeting

 

June 2015 Strategic Planning Task Force Summer Retreat

Development of the 2015-2016 action plan

Organization of work groups to implement 2015-2016 action plan

Date: Milestone:
February 2016 Assessment of 2015-2016 progress and development of 2016-2017 action plan

 

April 2016 Presentation of progress to membership at the Annual Conference and Exposition

Transition of Strategic Task Force members (some or all)

 

June 2016 Strategic Planning Task Force summer retreat (two days)

Organization of work groups to implement 2016-2017 action plan

February 2017 Assessment of 2016-2017 progress and development of 2017-2018 action plan

 

April 2017 Presentation of progress to membership at the Annual Conference and Exposition

Transition of Strategic Task Force members (some or all)

 

June 2017 Strategic Planning Task Force summer retreat (two days)

Organization of work groups to implement 2017-2018 action plan

 

February 2018 Assessment of 2017-2018 progress

Development of 2018-2019 action plan

Major assessment of the Association members and CHOs, targeting focus areas of the 2015-2020 Strategic Plan

 

April 2018 Presentation of progress to membership at the Annual Conference and Exposition

Roundtables based on major assessment at the Annual Conference and Exposition

Transition of Strategic Task Force members (some or all)

 

June 2018 Strategic Planning Task Force summer retreat (two days)

Organization of work groups to implement 2018-2019 action plan

Begin development of the 2020-2025 strategic plan based on major assessment findings

 

December 2019 First draft of 2020-2025 Strategic Plan given to Executive Committee  & CHOs for review

 

February 2019 Assessment of 2018-2019 progress

Development of 2019-2020 action plan

 

April 2019 Presentation of progress to membership at the Annual Conference and Exposition

Presentation of first draft of 2020-2025 Strategic Plan to membership at the Annual Conference and Exposition

Transition of Strategic Task Force members (some or all)

 

June 2019 Strategic Planning Task Force summer retreat (two days)

Organization of work groups to implement 2019-2020 action plan

Finalization of 2020-2025 Strategic Plan and development of 2020-2021 action plan

 

January 2020 Final posting of 2020-2025 Strategic Plan to membership

 

February 2020 Assessment of 2019-2020 progress

Development of 2020-2021 action plan

 

April 2020 Presentation of 2020-2025 Strategic Plan and final progress report of 2015-2020 Strategic Plan to membership at the Annual Conference and Exposition.

Approval of 2020-2025 Strategic Plan at the WACUHO annual business meeting

 

 

@WACUHO Twitter Feed