Strategic Framework
| Step 1: Develop the Strategy What business are we in and why (VMV), what are the key issues (strategic analysis), and how can we best compete (formulate strategy)? |
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| Step 2: Translate the Strategy Translate strategy by developing strategic objectives, measures, targets, initiatives, and budgets that guide action and resource allocation. |
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| Step 3: Align the Organization How do we ensure all units are on the same page, align support units with strategies, and motivate employees to help execute the strategy? |
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| Step 4: Plan Operations What business process improvements are most critical for executing the strategy, and how do we link strategy with operating plans and budgets? |
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| Step 5: Monitor and Learn Are we executing our strategy well, and what is our process to measure progress? |
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| Step 6: Test and Adapt the Strategy Ask, if our strategy is working. |
Guided by Norton-Kaplan’s six-step strategic framework, a solid groundwork was established for navigating financial decisions and resource allocation in alignment with DFA’s vision, mission, and values. This strategic blueprint helps anticipate shifts in focus, capitalizes on emerging opportunities, and navigates challenges with agility and foresight.
Step 1: Develop the Strategy
Strategic planning began in February 2023 with a revision to DFA’s vision, mission, and values which were finalized in May 2023. Next, a series of DFA cabinet meetings and extended planning sessions occurred through the spring and summer of 2023. Ten strategic priorities were developed guided by the vision of advancing UC Irvine’s strategic plan. This also led to the creation of DFA’s Strategic Planning Implementation Team who provide project support for the divisional strategic planning process. To encourage broader engagement, the Strategic Advisory Network (SAN) was established comprised of over 50 representatives across various units and levels within DFA. SAN members play an instrumental role in driving the development, communication, and execution of DFA’s strategic plan.
Step 2: Translate the Strategy
From September to December 2023, departments developed and refined their strategic unit goals, tactics, and KPIs in alignment with the divisional priorities and UC Irvine’s strategic pillars.
Step 3: Align the Organization
Several virtual and in-person SAN meetings and DFA town halls were held to gain understanding and alignment.
Step 4: Plan Operations
The first year of strategic planning focuses on the business process improvements that are most critical for executing the strategy, in addition to linking strategy with operating plans and budgets.
DFA Program Development & Execution department is positioned to partner with departments to drive operational improvements and streamline processes to optimize resources and maximize outcomes. The Budget & Finance team are working toward a comprehensive budget picture for DFA—to effectively manage financial resources across the division.
Step 5: Monitor and Learn
Scheduled strategic report-outs, slated to occur three times annually which will serve as checkpoints for assessing progress and refining strategies. An annual strategic plan summary, produced each June, facilitates the formulation of a dynamic, rolling five-year plan, fostering adaptability and resilience.