Board meetings, strategic plans, and buyer signals from Julia Chereson’s organization
Jan 1, 2026·StrategicPlan
Board
Southwestern Tactical Plan 2026-2031
This tactical plan outlines a strategic roadmap to define and deliver Southwestern's distinctive value, ensure every student thrives, and build institutional strength and sustainability. Key priorities include enhancing institutional positioning, strengthening curriculum to align with market demand, making experiential learning central, and optimizing enrollment strategies. It also focuses on transforming student advising, improving academic progression, fostering an engaged student community, and advancing inclusive excellence. Additionally, the plan addresses modernizing campus facilities, strengthening financial stewardship, expanding and diversifying financial resources, strategically engaging alumni and parents, modernizing data and technology systems, strengthening workforce development, and maintaining safe, sustainable, and mission-aligned campus operations.
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This interim report details Southwestern's strategic initiative to become a Hispanic-Including Institution, building on a tactic from its 2021-26 Tactical Plan. It outlines the institution's current status regarding Hispanic-Serving Institution (HSI) eligibility, distinguishing between "Hispanic-Enrolling" and "Hispanic-Serving" institutions. The report identifies key areas for improvement and provides guiding principles and recommendations across three categories: actions within current budget, actions requiring small-scale fundraising, and actions needing significant long-term revenue. The primary focus is on strengthening existing programs, designing new services, and coordinating efforts to foster a sustainable culture of diversity, inclusion, belonging, and equity (DIBE) for Hispanic/Latinx students and students of color more broadly, with the ultimate goal of achieving HSI designation and transforming institutional culture to ensure their success and belonging.
Jan 1, 2021·StrategicPlan
Board
Southwestern University Tactical Plan 2021-2026
The 2021-2026 Tactical Plan for Southwestern University focuses on several key priorities, including building a culture of diversity, inclusion, belonging, and equity (DIBE), reinforcing commitment to student success through strategic recruitment and retention, and sustaining curricular and co-curricular programs. It also addresses physical and technological infrastructure, and ensuring competitive compensation for faculty, staff, and student employees. The plan outlines tactics to support these priorities through funding, staffing, and programmatic/policy initiatives, aiming to align institutional plans and achieve the university's visionary potential.
Apr 28, 2016·StrategicPlan
Board
Southwestern University Vision, Direction, and Goals 2016-2026
Southwestern University's 'Vision, Direction, and Goals' document outlines a strategic roadmap for the next five to ten years, aiming to empower students to think, create, and connect to make meaning and make a difference. The plan is built upon four core goals: enrolling and retaining academically strong students, fostering high standards of scholarship and unique educational experiences, cultivating a supportive culture among faculty and staff for institutional excellence, and establishing a sustainable financial model. The overall objective is to maintain its leadership in innovative undergraduate liberal arts education and contribute to the well-being of humanity.
Extracted from official board minutes, strategic plans, and video transcripts.
