UPEI Strategic Planning Process

UPEI’s focus on strengthening its foundation is purposeful: we are accountable to our community to ensure UPEI is in a state of readiness to galvanize the success of our students, employees, communities, and province.
 

a graphic depicting the consultative process as a tree growing from seed

Phase 1: Initiation (September to October 2024)

In advance of initiating the planning process, the timeline and approach was confirmed with the Board of Governors and a Call for Expression of Interest was shared with our broader community to establish a diverse and engaged University Strategic Plan Steering Committee. A consultation schedule was developed, and outreach was initiated.

Phase 2: Consultation (October 2024 to February 2025)

Consultations with internal and external community members (students, staff, faculty, alumni, community organizations, sector representatives) took place in the form of flipped consultations, traditional consultations, and surveys. Strategic planning workshops were held with the UPEI Board of Governors, Senate, and senior leadership to conduct a situational analysis and establish priorities. President’s Town Halls were held to raise awareness of plan development and encourage continued participation. Input gathered through our consultations proved to be highly consistent throughout the process.

Phase 3: Development of Draft Strategic Plan (March to April 2025)

Following a review of Phase 2 input, consultation was continued in this phase by reframing themes and ideas. This aided in validating the input and themes, and to ensure these were accurately captured. Once validation was complete, the vision, values, and strategic priorities for the plan were drafted.

Phase 4: Finalizing the Plan (May to August 2025)

Originally scheduled to conclude in June 2025, this phase was extended by three months to enable intensive Steering Committee work and further refinement of the plan. This included discussions on core values, alignment of priorities, and identifying and addressing any critical gaps. This phase also identified key aspects to be shared with those leading the development of operational planning, outcomes, and measures once the plan was approved. A joint session of the UPEI Board of Governors and UPEI Senate was held at the end of August to review the draft plan, and to seek input and guidance prior to submission of the final strategic plan for approval.

Phase 5: Governance Reviews (September to October 2025)

In this phase, the UPEI Strategic Plan (2025–2030) was provided to the UPEI Senate for information at its September meeting. The strategic plan was then submitted to the UPEI Board of Governors for approval at its October meeting. The plan was approved by the Board of Governors on October 7, 2025. Beginning in October, UPEI’s senior executive team will lead the development of operational planning, measures, and progress reporting.