SCUP Planning Institute

Step I:
Foundations of Planning in Higher Education

What is a Step I class like? Very interactive! 

Target Audiences:

Individuals and teams who want to build an integrated planning process that addresses the complexities of meeting multiple stakeholders’ needs.

Pre-Workshop Requirement:

Step I requires that participants do some reading and work prior to arriving at the workshop. Each participant will receive an email containing a web link to materials and instructions prior to the workshop date.

Workshop Schedule / Agenda:

Step I is a one-day workshop, 8:00 AM to 5:00 PM.  Light breakfast is provided starting at 7:30 AM; lunch and break snacks will also be provided. It is important that participants arrive on time as this workshop contains a full agenda. For a sample copy of an agenda, click here (PDF).

Workshop Cost:

Please note that this pricing is not applicable to the Step I Workshop event at the SCUP Annual, International Conference.

Cancellations must be received in writing by Midnight (Eastern Time) on the cancellation date specified on the registration form to receive a refund, less a $50 processing fee per person. No refunds will be granted after the cancellation date. No-shows are not eligible for a refund, and funds committed by purchase order must be paid in full by the first day of the event. Refunds will be issued within 30 days of received written notification.

Session Overview:

Planning is about developing an explicit way for making choices. An effective planning process focuses the campus, and the various constituencies and players, on what the choices are and how to make them in an integrated way. Choices made in this way include careful consideration of the real costs and a commitment to allocate the necessary resources to bring them to fruition. What integrated planning truly fosters is a culture of planning that allows institutions to be nimble enough to respond to unanticipated threats and opportunities.

Participants in the initial workshop in the series of three use SCUP’s Walnut College case study to apply the basic elements of integrated planning. The value of evidence-based planning is emphasized, as is the central place that the academic mission holds in focusing and driving campus decisions. Integrated planning promotes institutional distinctiveness that is sustainable.

Four key questions drive planning and the discussions in this workshop:

• Whom do we wish to serve?
• What programs and services will reinforce our distinctive image?
• How do we want to be perceived?
• How will we know we are succeeding?

Step I models the elements of effective planning by creating a collaborative environment through the delivery of the workshop content. It ensures that participants have the opportunity to address the questions they brought, to build national networks for ongoing discussions, and to understand how integrated planning addresses issues of accountability and accreditation.