Integrated Strategic Planning and Resource Allocation

Venue: Omni Houston Hotel

Location: Houston, Texas, United States

Event Date/Time: Jun 11, 2012 End Date/Time: Jun 12, 2012
Early Registration Date: Jun 25, 2012
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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.


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.


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

* Engage the campus community in the planning effort
* Build trust by using an open and transparent planning process
* Plan efficiently
* Fund your strategic plan
* Allocate resources in ways that are consistent with established priorities and institutional values


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.

Setting and Implementing Priorities - Making the Tough Decisions

April 16, 2012 :: 1:00 - 2:00 p.m. EDT

We invite you to join us online and share some of your toughest questions and challenges around setting and implementing priorities. You’ll have the chance to interact directly with two leading experts on strategic planning and implementation. Together, these two panelists have more than 50 years of experience and have worked with hundreds of different campuses. Sign up today.


Recommended CPE Credits: 15.0
Specialized Knowledge and Applications: 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, Nashville, TN, 37219-2417. Website:


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