Integrated Strategic Planning and Resource Allocation

Integrated Strategic Planning
and Resource Allocation

January 14 - 15, 2019 | New Orleans, LA


Learn how to better engage stakeholders on campus to create and implement a strategic plan.

Strategic planning at a college or university is difficult work. Institutions are large, complex, and highly decentralized environments. Most institutions tackle strategic planning reluctantly and without meaningfully seeking input and commitment from key stakeholders, which unfortunately leads to plans that are disconnected from budgets as well as plans that don’t get implemented.

Join two leading experts in strategic planning to learn proven techniques necessary to design, organize, and implement a strategic plan that can be successfully and efficiently applied in almost any campus environment. You will also receive a substantial workbook to guide your learning at the event.

Because of the interactive nature of this program, participation is limited to only 50 registrants.


Bring Your Strategic Planning Team

Ultimately, aligning plans, people, and resources is about working collaboratively across departments and divisions. This program will give you the tools and techniques you need to do this in a meaningful way. Our focus is more than creating a beautiful strategic plan; it’s about the hard work of implementation to move your institution forward.

We recommend bringing a team that includes provosts, chief financial officers, chief planning officers, and other cabinet level officials who are charged with stewarding institution-wide planning processes. Given their roles in championing the process, we encourage presidents to attend as part of their larger planning team.

Strategic Planning Guidebook - Included in Your Registration

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

CPE Credits

Recommended CPE Credits: 15.5
Program Field of Study: Specialized Knowledge
Delivery Method: Group Live
Prerequisites: Participants must be in a position to steward the planning process
Program Level: Intermediate

Testimonials from Past Participants of this Event

“Very good mix of lecture, discussion, and hands-on activities. Extremely knowledgeable presenters.”

Pete Caccavari, National Dean for Undergraduate Programs, Union Institution and University

“I learned so many things that I can take back and implement immediately.”

Jaime Stein, Assistant Director of Administrative Program Review, Sam Houston State University.

“Having designed and helped organizations implement strategic plans, these guys know their stuff!”

Ellen Liberatori, Director of Grants and Sponsored Programs, SUNY Delhi

“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

“This workshop was excellent in terms of style of presentation (engaging) 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

“The workshop/conference 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

“Excellent combination of theory and practice. Simulations were particularly effective.”

Christine Kerlin, Vice President, Everett Community College

“The program unraveled the mysteries associated with moving from planning through implementation assessment.”

Dan Fitzpatrick, Director of Human Resources, Concord University

“The conference has equipped me with some valuable tools for strategic plan implementation.”

Dr. Vladimir Briller, Executive Director of Planning and Institutional Research, Pratt Institute

“The program provided practical information regarding strategic planning and useful meeting designs to gain input from the community and university. Practical formats for implementation.”

Alison Blair, Assistant Vice President of Finance, Simon Fraser University

“I would recommend this session to any one of my colleagues!”

Jacquie Thomarat, Acting Director of Budget Strategy and Planning, University of Saskatchewan

“An excellent conference for president and key members of her team.”

Marilyn Luscombe, President and CEO, New Brunswick Community College

“Concise, informative, and impressively high engagement with simulations that puts one directly into real action of implementation.”

Hany Abdelmalek, CPA, CGMA Executive Director of Budget and Financial Planning, The American University in Cairo

“Great first step to get started or validation check for the ongoing processes and initiatives.”

Sanjay Puri, Director of Financial Services and Planning, Humber College

“Applied learning at its best!”

Diane Taylor, Associate Vice President of Academic Affairs, Tarleton State University

“The interactive nature of the workshop assisted in a greater appreciation of the material.”

Denise Stephenson-Hammil, Senior Director of Planning and Development, University of Technology, Jamaica

“Training sessions are highly interactive and move along with energy. Energized and exhausted by the end.”

Becky Smith, Associate Dean, Dixie State College

“Excellent combination of theory and practice. Simulations were particularly effective.”

Christine Kerlin, Vice President, Everett Community College



Day One: Monday, January 14, 2019

8:00 a.m. to 6:15 p.m.


Your registration for this event includes access to the sessions below 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.

Registration, Welcome, Introductions, and Program Walkthrough

An Integrated Planning Model to Ensure Implementation

Institutions must take an integrated approach to aligning plans, people, and resources. We’ll begin the program with an overview of how these concepts have been successfully implemented at one institution, 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.

Environmental Scanning

The last ten years have demonstrated just how hard it is to predict the future. So how do you plan for the next ten years when the market is rapidly and continuously changing? We’ll explore a model for scanning the environment for clues to potential futures, helping to build the resilience and adaptability of a campus.

Planning Activity: Incorporating Diverse Thinking Styles in Your Planning Effort

A planning processes 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.


Plans must not only serve the institution well in the near future, they must 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 of the data gathered into a multi-year vision for the institution is challenging and politically complex. You’ll learn how to create a preferred future for the institution that is reflective of stakeholder input and worthy of their commitment.

Wrap-Up and Homework Assignment      

Networking Reception


Day Two: Tuesday, January 15, 2019

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

Reflections from Day 1 and Q&A

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. In this session, 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 a number of 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.

Final Q&A and Program Wrap-Up

January 14 - 15, 2019

New Orleans, LA

Conference Hotel Information:

Renaissance Pere Marquette
817 Common Street
New Orleans, LA 70112

Room Rate: $139
Room Block Dates: nights of January 13 and 14, 2019.
Rate Available Until: December 17, 2018.

Reserve Your Room: Please click the button below or call 504.525.1111. Please indicate that you are with the Academic Impressions group to receive the group rate and make reservations early - rooms and rates are subject to hotel availability.


Steven Kreidler

Vice President of Finance/CFO, Colorado School of Mines Foundation

Steven’s prior career was in economic development, non-profit management, and fund raising.  Since then, he’s served extensively in senior financial leadership positions for several institutions including most recently Vice President for Administration at MSU Denver and Executive Vice President for the University of Central Oklahoma.  

His responsibilities have included budget and finance, accounting and audit, talent management, facilities, grants and contracts, extended campus, project management, process transformation, and institutional research.  

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. He is the co-author/author of six books, numerous articles, and several monographs in the fields of strategic planning, leadership, and change management. His most recent books include: Collaborative Leadership in Action and How to Actually Build an Exceptional Team.

Conference Only

$1,595 through January 4$1,695

Learn how to better engage stakeholders on campus to create and implement a strategic plan.

Can't Attend? Buy the Conference Binder

Purchase the conference binder, which includes all presentation slides, worksheets, action plans, and additional resources.Note: Conference attendees do not need to purchase materials separately.

Questions About the Event?

Grace Royal
Program Manager, Academic Impressions

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