Integrated Strategic Planning and Resource Allocation

Integrated Strategic Planning
and Resource Allocation

January 29 - 30, 2018
Denver, CO

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.

Written by nationally-renowned planning expert and program facilitator, Patrick Sanaghan, this book offers a hands-on guide to facilitating your strategic planning process with a highly credible, internal planning task force. The book is packed with meeting activities and designs that show you how to facilitate difficult and complex conversations and meaningfully engage large numbers of the campus community efficiently.


CPE Credits

Recommended CPE Credits: 15.0
Program Field of Study: Specialized Knowledge and Applications
Delivery Method: Group-Live
Prerequisites: Participants must be in a position to steward the planning process
Program Level: Intermediate

Academic Impressions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website:

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 29, 2018


Registration and Continental Breakfast (included in registration fee)
8:00 - 8:30 a.m.

Welcome, Introductions, and Program Walkthrough
8:30 - 9:00 a.m.

An Integrated Planning Model to Ensure Implementation
9:00 - 9:30 a.m.
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
9:30 - 10:15 a.m.
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.

10:15 - 10:30 a.m.

Environmental Scanning
10:30 - 11:00 a.m.
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? In this session, 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
11:00 a.m. - 12:00 p.m.
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. In this activity, you will learn simple tools and techniques to build cohesion among this critical group.

Lunch (included in registration fee)
12:00 - 1:15 p.m.

Planning Activity: Reaching Agreement on the Most Critical Elements of the Case
1:15 - 1:45 p.m.
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.

Leveraging the Campus Community’s Knowledge
1:45 - 2:30 p.m.
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.

2:30 - 2:45 p.m.

2:45 - 3:45 p.m.
Plans must not only serve the institution well in the near future, they must position it to succeed in the long run. 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 ten years.

Distilling the Most Important Information
3:45 - 4:30 p.m.
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.

Setting the Vision
4:30 - 5:00 p.m.
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.

Wrap-Up and Homework Assignment
5:00 - 5:15 p.m.

Networking Reception (included in registration fee)
5:15 - 6:15 p.m.


Day Two: Tuesday, January 30, 2018


Continental Breakfast (included in registration fee)
8:00 - 8:30 a.m.

Reflections from Day 1 and Q&A
8:30 - 9:00 a.m.

Strategic Plan and Budget Alignment Process
9:00 - 10:30 a.m.
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, etcetera—to help ensure key resources are aligned with the plan’s objectives.

10:30 - 10:45 a.m.

Measuring Progress and Refreshing Plans
10:45 - 11:15 a.m.
Most plans don’t have clear measures and, when they do, they often evaluate activities and not outcomes. In this session, we’ll explore how an institution uses lead and lag measures to proactively monitor progress on key initiatives. We’ll also explore a process to refresh plans when market or economic conditions change.

Assessing Your Capacity to Implement
11:15 a.m. - 12:15 p.m.
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.

Lunch (included in registration fee)
12:15 - 1:15 p.m.

Implementation Protocols
1:15 - 2:00 p.m.
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. In this session, we’ll explore a number of tools and protocols that you can deploy to address these challenges.

2:00 - 2:30 p.m.
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.

2:30 - 2:45 p.m.

Next Steps and Action Planning
2:45 - 3:30 p.m.
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
3:30 - 4:00 p.m.

January 29 - 30, 2018

Denver, CO

Hotel Information:

Magnolia Hotel Denver
818 17th Street
Denver, CO 80202

Room Rate: $149, plus applicable tax.

Room Block Dates: January 28 and 29, 2018.

Available Until: January 8, 2018. Please make your reservations early - rooms and rates are subject to availability.

Hotel description: Comfortable and inviting, the hotel is close to everywhere you want to be, including Coors Field, Mile High Stadium and the Pepsi Center.


  • Super Shuttle provides transportation from the airport for $40 per person one way. To make arrangements with Super Shuttle, call 1-800-258-3826.
  • Uber / Lyft: Fare is approximately $40 one-way. Rates will vary.


Steven Kreidler

Vice President for Administration and Finance, Metropolitan State University of Denver

Formerly the Executive Vice President for the University of Central Oklahoma, Steve joined MSU Denver in August of 2013. His prior career was in economic development, non-profit management, and fund raising.

His current responsibilities include budget and finance, accounting and audit, talent management, facilities, grants and contracts, extended campus, project management, process transformation, and institutional research. On an interim basis, Steve has been responsible for the MSU Denver Foundation, the MSU Alumni Association, and Athletics.

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

$1,495 through January 12$1,595


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?

Amit Mrig
President, Academic Impressions

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