Integrated Strategic Planning and Resource Allocation

Organization: Academic Impressions

Venue: Hyatt Regency Mission Bay Spa and Marina

Location: San Diego, California, United States

Event Date/Time: Jan 28, 2013 End Date/Time: Jan 29, 2013
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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 and plans that don’t get implemented.

Join two leading experts (who have assisted more than 100 campuses) in strategic planning and resource allocation to learn proven techniques necessary to design, organize, and implement a planning and resource allocation process that can be successfully and efficiently applied in almost any campus environment.


This program is right for you if you are looking for practical strategies to:

  • Engage even the most skeptical members of your campus community in the planning effort
  • Build trust by using an open and transparent planning process
  • Jump start a stalled planning effort
  • Free-up resources to fund new plan initiatives
  • Allocate resources in ways that are consistent with established priorities and institutional values


Provosts, chief financial officers, chief planning officers, and other cabinet level officials who are charged with stewarding institution-wide planning processes will benefit most from this program. Given their role in championing the process, we encourage presidents to attend as part of their larger planning team. Because of the highly interactive nature of this program, participation is limited to 50.


This is a highly immersive program in which you will engage in active learning. At the event, you’ll work with case examples and simulate different planning activities that you can replicate back on campus. With a focus on practice and application, you’ll leave this program with the tools, processes, and skills to meaningfully engage stakeholders on campus.


Given the focus on tactics and techniques that you can use immediately back on campus, we are including an important resource on planning that is a must-have addition to your professional library.

Collaborative Strategic Planning in Higher Education

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.



Academic Impressions