SCUP Planning Institute

Step III:
Integrated Planning - Working with Relationship Realities

Prerequisite: Step II

Target Audiences:

Administrators and planners who have completed Step II and wish to advance their understanding of the group tools that support successful integrated planning.

Pre-Workshop Requirement:

Similar to Step I and II, Step III requires that participants do some reading and work prior to arriving at the workshop. Each participant will receive an email containing a change profile and questions prior to the workshop; all work should be brought to the workshop for use in planned activities.

Workshop Schedule / Agenda:

Step III is a two-day workshop, 8:00 AM to 5:00 PM.  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:

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:

Step III views integrated planning through the lens of change management. An effective planning process, by definition, focuses on moving the campus forward, which means changing. Continuous improvement goals, new leadership, student learning outcomes assessment, all represent broad-scale changes on a campus. This workshop weaves the technical planning for such changes with the realities of the people and relationships that already exist on your campus.

Integrated planning processes require that higher education professional be able to influence those working above and below them and to work successfully with peers in other functional areas. Understanding how the nature of these relationships—up, down, and sideways—affects the planning and change processes can make a significant difference in achieving the institution's goals.

Step III introduces you to the tools and tactics for increasing your effectiveness in working with campus groups through a planning or change process. The learning outcomes of this workshop include:

    * Use group tools and practices in planning to increase support for change.
    * Learn methods of finding creative tension to frame the discussion of change.
    * Understand the high value of a connector network in creating change.
    * Understand how to engage and enable the people "just given to you" during a planning process.
    * Learn why and how people resist change and how that affects planning processes.

Step III is highly interactive with attendees working in small groups throughout. Participants build their knowledge by working with a case from their own institution. A campus–based change is identified and then used to practice tools, to engage in networked consultation with peers, and to provide a foundation for integrating an existing campus’ planning process with an understanding of team building and change management principles.

Prerequisite: Completion of Step II.

Not sure if you have completed Step II? Contact profdev@scup.org.

IMPORTANT: It is NOT POSSIBLE for one person to attend Steps II and III at the same time and location.