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Strategic Visioning Process

Overview

The strategic visioning process engages the Carleton community to identify priorities and opportunities that will shape the university’s future, with a near-term focus on 2027–2032, and a longer-term vision through 2042.

Five working groups will explore key strategic themes through research, engagement and analysis, developing recommendations to inform the next Strategic Plan. These recommendations will be considered by the Steering Committee and used to develop the draft plan for review and approval through the university’s governance process.

Project Process

Jan-Mar 2026

Initiation and Governance

Launch of the strategic planning process, establishment of governance structures, approval of Terms of Reference and introduction of the Towards Carleton@100 strategic visioning process.

Apr-Aug 2026

Research and Discovery

Working groups review institutional, sector and community insights to identify key opportunities, challenges and areas for future focus.

Aug-Nov 2026

Community Engagement

Working groups develop and implement engagement activities to gather feedback and perspectives from community partners to help test and refine emerging ideas.

Oct-Nov 2026

Developing Strategic Directions

Working groups develop strategic directions, incorporate community feedback and submit to the Steering Committee.

Dec 2026-Mar 2027

Draft Strategic Plan Development

The Steering Committee reviews working group strategic directions, identifies strategic themes and develops the draft of the Strategic Plan.

Apr 2027

Senate Review and Endorsement

Senate reviews the draft and considers endorsement of the Strategic Plan.

Apr 2027

Board of Governors Approval

The Board of Governors reviews and considers approval of the Strategic Plan.


How Strategic Directions Are Developed

A Strategic Plan requires making thoughtful choices about where to focus efforts and resources. Working groups will use analytic lenses to examine Carleton’s current context, emerging opportunities and challenges. These insights will help identify strategic directions, which will then be assessed and organized using Strategic Choice categories to shape the university’s future priorities.

Analytic Lens

Three common lenses will guide working groups throughout the process. Together, they support a progression from understanding the current context, to testing ideas and assumptions, and identifying the choices and trade-offs that will shape Carleton’s future direction.

Strategic Choice Categories

Strategic Choice categories provide a framework for the Steering Committee to assess and organize proposed strategic directions. They help identify the priorities that will shape Carleton’s future direction and focus on three key areas.

Distinctive Contributions

Where Carleton will focus its impact and make meaningful contributions.

Enduring Excellence

What Carleton needs to build and strengthen to achieve excellence.

Enabling Foundations

What needs to evolve to support Carleton’s future priorities.