Registration and Continental Breakfast (included in registration)

Welcome, Introductions, and Program Walkthrough

An Integrated Planning and Resource Allocation Model

Institutions must take an integrated approach to planning, resource allocation, and assessment. We'll begin the program with an overview of these concepts and how they're linked, and we'll offer an organizing framework that can guide your efforts back on campus.

A Five-Phase Model for Collaborative and Integrated Planning

Plans are most often not implemented due to a lack of participation and meaningful engagement of stakeholders in the planning process itself. In this session, you will explore a five-phase model for a highly engaging and inclusive planning process that values transparency, stakeholder engagement, and efficiency.

Break

Planning Activity: Incorporating Diverse Thinking Styles in Your Planning Effort

Planning processes are only as effective as the committee or task force that's driving it. Recognizing and leveraging the diverse perspectives and working styles of each member can make the task force's diversity an asset rather than a liability during the planning effort. In this activity, you will learn tools and techniques that enable you to seek out and effectively manage diverse perspectives.

Planning Activity: Reaching Agreement on the Most Critical Elements of the Case

In this activity, you will be introduced to a case scenario that will be used at various points in the program. The case will help ensure you fully understand how to apply these concepts and replicate these activities at your home institution.

Lunch (included in registration fee)

Leveraging the Campus Community's Knowledge

Institutions often ignore the collective wisdom of their many stakeholders because it's often difficult, time-consuming, and politically challenging to gather this data. In this session, you will learn how to facilitate a SWOT analysis in a way that reveals honest and useful information for your planning effort.

Horizon Thinking

Plans must not only serve the institution well in the near-term, they must position them to succeed over the long-term. In this session, you will learn how to engage the campus community to help identify and anticipate potential events, issues, and trends that are likely to influence your institution over the next five to 10 years.

Refreshment Break (included in registration)

Distilling the Most Important Information

Planning committees often generate volumes of data but struggle with surfacing the most critical information. In this session, you will learn and practice simple techniques for distilling large amounts of information into the most important strategic themes. This practice is not only useful for guiding the planning task force's work, but it can also be used to more effectively engage the campus in important discussions.

Wrap-Up and Homework Assignment

Networking Reception (included in registration)

Continental Breakfast (included in registration)

Day 1 Review, Q&A

Setting the Vision

Synthesizing all of the data gathered into a multi-year vision for the institution is challenging and politically complex. In this session, you will learn how to create a preferred future for the institution that is reflective of stakeholder input and worthy of their commitment.

Models for Strategic Resource Allocation

Aligning an institution's budget with its top priorities results in more effective allocation of limited resources and allows for sustainable progress through a variety of economic conditions. In this session, you will learn about the various ways to fund strategic plans as well as key tools and strategies to link resources with plans.

Break

Exploring Existing Research and Best Practices

In this interactive session, you will share key takeaways from the articles you read the previous evening. The articles highlight concepts that have critical implications for effective planning and resource allocation. This collaborative activity models a powerful way to build group expertise efficiently and effectively and can be used back on campus to inform stakeholders in the planning process.

Lunch (included in registration)

Applying These Concepts at Your Home Institution

No two planning processes are alike. In this session, the program faculty will respond to individual concerns and questions to ensure you can apply the models and concepts presented here at your home institution.

Anticipatory Thinking

The planning task force and larger campus community must be able to recognize the moments, emerging trends, and disparate data that could have significant implications for the future. In this session, you will learn how anticipatory thinking can support planning and how to engage campus stakeholders in this critical activity.

Refreshment Break

Reflection

The facilitators will model an activity that can be used as part of your planning process in a variety of settings. In this session, you will use this activity to distill the most important lessons from the past two days.

Next Steps and Action Planning

With a thought partner, you will identify specific steps that you will take when you return to your campus.

Final Q&A and Wrap-up