| Aspect | Lead | Objectives | Success Criteria | Achieved |
Strategy | AP | 1. Extend committee leadership 2. Complete SUES independence 3. Gather the requirements of members 4. Create an Action Plan for agreement | 1. Roles within the committee established 2. All necessary SUES policies in place 3. Feedback secured and analysed 4. Action plan regularly reviewed | |
Finance | PF | 1. Investigate future financing options 2. Stocktake of SUES assets 3. Discharge additional NLHG funds 4. Secure financial operations | 1. Paper on future funding options discussed 2. An Asset Inventory is produced 3. SUES enhanced through NLHG funds 4. Appointment of a new Treasurer | |
Programme | RM | 1. Gather a Discussion Working Group 2. Trial the Discussion Group initiative 3. Further introduce quality provision 4. Widen the range of SUES Lectures | 1. Operation of a first session agreed 2. Evaluation of discussion activity analysed 3. New ‘quality’ requirement for speakers set 4. Inventory of quality speakers drawn up | |
Membership | CN | 1. Improve SUES community reach 2. Barriers to participation identified 3. Identify ways to promote inclusivity 4. Clarify the role of badges in SUES | 1. Membership numbers increased 2. Questionnaire used and analysed 3. A range of activity proving successful 4. Badges secured and worn as appropriate | |
Forum | CN | 1. Ensure continuity arrangements 2. Extend into learning partnerships 3. Increase range of Forum activity 4. Promote partners organisations | 1. Shadow systems/personnel in place 2. Involvement in other learning publications 3. Greater variety of inputs arranged 4. Feedback on improvement recognised | |
Links | 1. Understand university outreaching 2. Firm up links to Liverpool University 3. Agree cross-website promotion 4. Retain links with Cambridge ICE | 1. Paper on outreach systems produced 2. Exchange of information and personnel 3. Regular postings sent and received 4. ICE involved in Southport developments | ||
Publicity | 1. Improve SUES advertising 2. Enhance SUES website information 3. Gain invites to speak to other groups 4. Work with Southport MP to publicise | 1. Posters/Flyers displayed in new places 2. SUES Anniversary added to website 3. A number of new members secured 4. SUES reputation extended and enhanced | ||
Event Management | JH | 1. Ensure continuity arrangements 2. Increase members’ involvement 3. Ensure risk assurance compliance 4. Secure best value-for-money staging | 1. Shadow systems/personnel in place 2. Members active in event management 3. Health & Safety Policy produced 4. Use of All Saints Church Hall reviewed | |
ANNIVERSARY | ASG | 1. Increase knowledge of SUES/UES 2. Make the heritage of SUES known 3. Arrange informal anniversary meal 4. Promote the SUES Exhibition | 1. Archive produced through research 2. SUES Anniversary publication produced 3. Lunch arranged for 11th December 2024 4. Universities, libraries & schools informed | |
NLHG LEGACY | ASG | 1. Create a new Emily Rigby Prize 2. Embellish the UoL SUES archive 3. Common UES presentation finalised 4. Write an end-of-year NLHG report | 1. Prize-giving taken up in local high schools 2. Research and other material submitted 3. UES Presentation is being delivered 4. Report agreed, submitted and accepted | |
LEARNING TOWN | LTG | 1. Extend partnership working 2. Formalise co-operation in learning 3. Secure additional support resources 4. Arrange summer school/festival | 1. Links with other learning providers made 2. Common mission for Southport agreed 3. Bids for funding made and successful 4. Summer event engaging and enjoyable |
Action Plan 2023 – 2024
Aspect | Lead | Objectives | Success Criteria | Achieved |
Strategy | AP | 1. Enhance the quality of SUES offer 2. Secure direct university links 3. Promote local later-life learning 4. Extend committee leadership 5. Complete SUES independence | 1. Features of quality learning adopted 2. SUES Committee augmented 3. Progress made on a ‘local learning group’ 4. Agree roles with committee members 5. All necessary SUES policies in place | |
| Finance | PF | 1. Provide a long-term oversight 2. Set out SUES finance arrangements 3. Investigate future financing options 4. Stocktake of SUES assets 5. Secure financial operations | 1. A Three-Year Financial Plan agreed 2. A Finance Policy produced 3. Paper on future funding options discussed 4. An Asset Inventory is produced 5. Appointment of a new Treasurer | |
| Programme | RM | 1. Enhance SUES course offer 2. Introduce quality provision 3. Increase university contributions 4. Formalise summer activity 5. Widen the range of SUES Lectures | 1. Identify future course providers 2. New ‘quality’ requirement for speakers set 3. PhD students’ involvement begun 4. Arrangements for visits established 5. Inventory of quality speakers drawn up | |
| Membership | RF | 1. Improve SUES community reach 2. Barriers to participation identified 3. Further refresh enrolment systems 4. Set out membership arrangements 5. New SUES members welcomed | 1. Membership numbers increased 2. Questionnaire used and analysed 3. Application process enhanced 4. A Membership Policy is produced 5 Members’ first names posted in FORUM | |
| FORUM | CN | 1. Ensure continuity arrangements 2. Standardise FORUM procedures 3. Extend into learning partnerships 4. Increase range of FORUM activity 5. Formalise publication arrangements | 1. Shadow systems/personnel in place 2. Communication Policy produced 3. Involvement in other learning publications 4. Greater variety of inputs arranged 5. Monthly FORUM publication date set | |
| Links | 1. Further community involvement 2. Extend university involvement 3. Understand university outreaching 4. Take up the use of university offer 5. Cambridge ICE contact firmed up | 1. More partner organisations contacted 2. Links to local universities firmed up 3. Paper on outreach systems produced 4. University presentations secured 5. Key contact person identified and involved | ||
| Publicity | 1. Improve SUES advertising 2. Standardise SUES presentations 3. Enhance SUES website information 4. Common UES presentation finalised 5. Embrace the role of social media | 1. Posters/Flyers displayed in new places 2. SUES banner(s) produced 3. SUES Anniversary added to website 4. UES Presentation is being delivered 5. Regular posts on identified sites | ||
| Event Management | 1. Ensure continuity arrangements 2. Ensure smooth event management 3. Increase members’ involvement 4. Ensure risk assurance compliance 5. Secure best value-for-money staging | 1. Shadow systems/personnel in place 2. Event guidance documents up-dated 3. Members active in event management 4. Health & Safety Policy produced 5. Use of All Saints Church Hall reviewed | ||
| ANNIVERSARY | PF/MO | 1. Increase knowledge of SUES/UES 2. Heritage of SUES made known 3. Seek anniversary financial support 4. Investigate SUES as sole survivor | 1. Archive produced through research 2. SUES Anniversary book produced 3. Funding application(s) made 4. Investigation brought to a conclusion | |
| CELEBRATIONS | PF/MO | 1. Promote SUES in the community 2. Arrange formal anniversary event 3. Inform members of the anniversary 4. Arrange informal anniversary meal | 1. Exhibition set up and displayed locally 2. Key lecture arranged and given 3. Four week free UES/SUES course given 4. Lunch arranged for 15th October 2024. |
Action Plan 2022 – 2023
Aspect | Lead | Objectives | Success Criteria | Achieved |
Strategy | AP | 1. Standardise SUES operations 2. Agree the future direction of SUES 3. Set a strategic direction for SUES 4. Up-date university extensionism 5. Complete SUES independence | 1. SUES logo/strapline created and used 2. Committee Away Day enabled 3. SUES Action Plan created 4. Vision/Mission statements published 5. All necessary SUES policies in place | |
Finance | PF | 1. Re-set Treasurer arrangements 2. Modernise SUES systems 3. Provide a long-term oversight 4. Improve accounting procedures 5. Set up finance oversight | 1. Signatories change in place 2. Secure on-line banking and debit card 3. Produce an annual year-end forecast 4. End of year arrangements re-organised 5. Accounts auditing arrangements set up | |
Programme | RM | 1. Increase standard programme 2. Enhance course offer 3. Introduce quality improvement 4. Increase university contributions 5. Improve committee reporting | 1. Increase to six lectures achieved 2. Three full SUES courses operated 3. New evaluation system in place 4. PhD students’ involvement begun 5. Committee note only now on website | |
Event Management | ALL | 1. Increase event independence 2. Improve audio quality of meetings 3. Ensure smooth ‘eventing’ 4. Improve speaker engagement 5. Match event resources to need | 1. All Saints key holding secured 2. Portable speaker system in place 3. Event guidance documents up-dated 4. Standardised speaker form being used 5. An event resource inventory in place | |
Membership | RF | 1. Ensure continuity arrangements 2. Modernise enrolment systems 3. Attendance data analysed 4. Improve SUES community reach 5. Barriers to participation identified | 1. Shadow systems/personnel in place 2. Cash and cheques phased out 3. Analysis feeds into actioning 4. Membership numbers increased 5. Questionnaire used and analysed | |
Links | MB/MO | 1. Further community involvement 2. Extend university involvement 3. Secure direct university links 4. Take up the use of university offer 5. Understand university outreaching | 1. Partner organisations contacted 2. Links to local universities firmed up 3. SUES committee augmented 4. University presentations secured 5. Paper on outreach systems produced | |
Publicity | MO/MB | 1. Formalise SUES message and offer 2. Improve SUES advertising 3. Standardise SUES presentations 4. New UES presentation finalised 5. Spreading the UES message | 1. SUES programme handouts produced 2. Posters displayed in new places 3. Two SUES banners produced 4. The UES Presentation is delivered 5. SUE Movement anniversary planned | |
FORUM | RM/AP | 1. Ensure continuity arrangements 2. Increase the variety of articles 3. Improve members’ involvement 4. Extend the reach of FORUM 5. Standardise SUES communications | 1. Shadow systems/personnel in place 2. FORUM produced with regularity 3. Contributions from members increased 4. Half-yearly members’ review introduced 5. Non-members’ access enabled |
August 2023 Review
Please see our review of the 2022-2023 action plan here: