Strategic Planning Creating Your Plan

Planning Team Kick-Off

A full day on campus for the first planning team meeting includes a review of Credo's analysis of the board and community input, an introduction to the Thriving Scorecard process, draft strategy map review, and timeline overview.

The Nuventive planning software is also introduced and a Data Steward, the person responsible for the deployment of the software, is appointed.

Building the Plan

Virtual meetings with the Planning Team chair and Theme Teams facilitate the ongoing development of plan objectives and initiatives. Credo will then join your campus for a full day with the Planning Team to ensure alignment with the most important goals of the plan. The Data Steward and Planning Team chair are trained in the planning software at this time.

Benefits & Outcomes of these Strategic Planning phases include:

  • A concise, actionable, prioritized, funding-aligned five-year strategy map representing clearly defined themes, objectives & initiatives
  • A flexible planning framework that accommodates shifting institutional priorities


“Over the past decade, I have been a part of strategic planning for several different organizations. For most of these experiences, the bias and beliefs of the facilitator served as a detriment to the process. The Credo approach was refreshingly different. After first finding out about my general vision as President, they were able to efficiently work with our leaders to facilitate an outline of a plan that was both strategic and meaningful for our campus. In fact, the current version of our strategic plan looks quite similar to the draft that emerged after our first two-day workshop with Credo.”

- Dr. Lewis Reich, President, Southern College of Optometry

Check out some recent client maps:

William Peace University Strategic Plan 

Southern College of Optometry

Find out how having the right partner can make Strategic Planning & Implementation seamless, comprehensive, and supportive. Download the Credo Strategic Planning Guide to walk through the planning phases, learn more about potential outcomes and benefits, and find out what makes the Credo Strategic Plan different from any other higher education strategic plan.

Download My Strategic Planning &  Implementation Guide

Click here to see the next phase in the Credo Strategic Planning Process:

Go from Strategic Planning to Strategic Action


Having the right partner at the table can be a game changer. We’d love to talk to you about how we can help your campus to flourish.