Integrated Strategic Planning and Resource Allocation

Integrated Strategic Planning, Budgeting, and Implementation for Higher Education

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90% of strategic plans in higher education don’t get implemented; join us to learn why and what to do about it.

Most strategic plans in higher education are beautifully written, capture the imagination, and pursue noble goals. And yet most don't get implemented. Join us in Seattle to learn why and hear about a practical approach to ensuring alignment between individual stakeholders and the institutional vision. Specifically, you will learn how to:

  • Bring in a diverse set of talent to ensure an inclusive planning process for everyone
  • Design a process that can gather input from thousands of stakeholders
  • Ensure the planning process doesn’t lose momentum
  • Assess your capacity for implementation to anticipate the most challenging areas
  • Align resources and prioritize funding for implementation
  • Visualize and measure your progress on an integrated dashboard to foster accountability and alignment across the institution
  • Build problem solving capacity amongst your stakeholders throughout the process

Because of the interactive nature of this program, participation is limited to only 50 registrants. Register now to save your seat!


Who Should Attend

This program will highly benefit teams of Provosts, Chief Financial Officers, Chief Planning Officers, and other cabinet level officials who are charged with stewarding institution-wide planning processes. Presidents may also join and support their planning teams as a key champion. We strongly recommend and encourage bringing a strategic planning team that includes members from the areas mentioned above. Individuals attendees are also welcome.


Bring your team and save!

Save over 15% when you register three or more colleagues.

Is this program right for me?

  1. If you answer yes to at least one of the following questions, you will find this training valuable:
  2. Did a lot of folks say or think “Here we go again” when the planning process was announced?
  3. Has your plan or planning process stalled, and are you struggling to revive momentum?
  4. Do you have a lot of activity without the alignment with the most important goals in the plan?
  5. Have you experienced a recent leadership transition that is creating a new sense of urgency around planning?
  6. Do you have a strategic plan in place without a process for implementation?
  7. If you have a plan in place now, are you looking for ways to measure progress and align resources?

Included in Your Registration: Strategic Planning Guidebook

Given the focus on tactics and techniques that you can use immediately back on campus, we are including a copy of Collaborative Strategic Planning in Higher Education with your registration.

As part of the program, you will also get:

  • Proven planning techniques and practices to help you engage hundreds of stakeholders without bogging down the process
  • Templates and real university examples of implementation plans, budget alignment, and platforms for tracking and communicating progress
  • A validated assessment to measure your capacity for implementation; this will be taken and analyzed during the event so that you can identify growth areas before you get started

CPE Credits Available

  • 13.5 for main conference

Program Field of Study: Specialized Knowledge
Delivery Method: Group-Live
Prerequisites: None
Program Level: Basic


Follow Through With Success Coaching

Have you ever gone to a training only to find that you came back with great ideas but don’t have the time, support, or skills needed to make the changes?

Academic Impressions has produced thousands of trainings and we have learned that utilizing a coach after attending a conference helps provide accountability and bridges the training with the on-the-ground work of getting the job done.

As a result, we are now offering success coaching on select conferences.

  • Purchase this training + 3 one hour follow up success coaching calls
  • Work with an assigned coach who has extensive experience in higher ed.
  • Get individualized support to help you follow through on what you’ve learned.
  • Workshop your plans, run your ideas by someone and get additional help/practice.

To learn more, contact Patricia Sandler at or purchase the Premium Pass with success coaching below.

“This conference provided me with some concrete and practical tools I can implement immediately to improve our strategic planning process.”

- Carrie O'Donnell, Assistant to the President, Concordia Theological Seminary

“The workshop was an information- and experience-packed three days that added skills, information, and contacts to my toolbox. It was worth my time.”

- LaVerne Ragster, Past President and Professor of Marine Biology, University of The Virgin Islands

“I transitioned from deer in the headlights to Superwoman! Ready to tackle and conquer the strategic planning process.”

- Dr. Wendy Wilson, VP of University Relations/Chief of Staff, Albany State University

“This workshop was excellent in terms of style of presentation and value of information presented. I loved the multiple opportunities to practice and the takeaway reading. Very worthwhile!”

- Jackie Snodgrass, Vice President of Education, Capilano University

“I have worked with Pat Sanaghan and his collaborative planning process on several campuses. The process works, and most importantly, sets the stage for actually implementing the strategic plan. I highly recommend the process and the person."

- Peter Cimbolic, President, Ohio Dominican University

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Your registration fee includes full access to all conference sessions and materials, breakfast, lunch, and access to the networking reception on Monday, breakfast and lunch on Tuesday, as well as refreshments and snacks throughout the conference.

Day One

8:00 a.m. – 6:00 p.m.


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.



University Perspective: How to Adapt a Planning Framework for Your Campus

Institutions must take an integrated approach to aligning plans, people, and resources. We’ll begin the program with an overview of how our expert has successfully implemented a strategic planning process at two institutions including Northern Kentucky and Ball State. Through these examples, you will learn how institutions adapt a framework for their specific culture and regions.



Planning Activity: Incorporating Diverse Thinking Styles in Your Planning Effort

A planning process is 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. Through this activity, you will learn simple tools and techniques to build cohesion among this critical group.



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

During 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.



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/Future Timeline

Plans must not only serve the institution well in the near future, but they must also position it to succeed in the long run. In this hour, 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 ten years.



Distilling the Most Important Information

Planning committees often generate volumes of data but struggle with surfacing the most critical information. 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.



Setting the Vision

Synthesizing all the data gathered into a multi-year vision is challenging and politically complex for institutions. You’ll learn how to create a preferred future for the institution that is reflective of stakeholder input and worthy of their commitment.



Networking Reception

This informal reception is your chance to decompress, have some refreshments on us, and expand your network of connections. Our programs are intentionally designed for smaller groups, so this is a great time to catch-up with attendees and speakers whom you may not have connected with yet.


Day Two

8:00 a.m. - 4:00 p.m.


Assessing Your Capacity to Implement

Strategic planning is inherently aspirational and additive. How will you align people’s actions with the plan when they already have full plates? Using a validated instrument, you’ll assess your institution’s capacity to implement across six key dimensions: alignment, decision-making, organizational discipline, collaboration, culture, and engagement.



Strategic Plan and Budget Alignment Process

Reallocating resources or generating new resources to support institutional priorities is a challenge under the best of circumstances. We’ll explore the process of allocating resources—committee structures, new budget request process, timelines, decision models, etc.—to help ensure key resources are aligned with the plan’s objectives.



Measuring Progress and Refreshing Plans

Most plans don’t have clear measures and, when they do, they often evaluate activities and not outcomes. We’ll explore how an institution uses lead and lag measures to proactively monitor progress on key initiatives. We’ll also examine a process to refresh plans when market or economic conditions change.



Implementation Protocols

The implementation assessment will help identify areas of strength and potential landmines that should be addressed prior to undertaking planning efforts or when plans stall. We’ll explore several tools and protocols that you can deploy to address these challenges.




The facilitators will model an activity that can be used as part of your planning process in a variety of settings. You will then 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.


Niecie Washington, Senior Meeting Planner

Sue Hodges Moore

Chief Strategy Officer, Ball State University

Sue joined Ball State University as its first chief strategy officer in March 2018. She currently assists with the development of a new strategic plan for the University and supports the plan's successful implementation. She also assists divisions, colleges, and units with developing and successfully implementing their own individual plans, while ensuring that those plans align with the University's priorities.

Read Sue's full bio here.


Patrick Sanaghan

President, The Sanaghan Group

Dr. Sanaghan serves as the head of The Sanaghan Group, an organizational firm specializing in leadership development, executive coaching, strategic planning, and leadership transitions. Pat has worked with over 200 campuses and hundreds of organizations in the last twenty-five years. He has taught leadership to thousands of leaders in higher education, and helped over one hundred campuses conduct collaborative, transparent strategic planning processes.

Read Pat's full bio here.

Questions About the Event?


Amit Mrig
President, Academic Impressions

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