Dates: Saturday evening, January 18 (introductions) to Tuesday, January 21, 2003

Target Audience: Those who are interested in increasing their general knowledge of college, university, and community college planning; resource allocation, budgeting, fund accounting, financial reports, and financial analysis; and the political/cultural aspects of the higher education planning environment—particularly those who are new to planning in higher education.

Outcomes:

This three-day workshop provides a broad array of essential information on planning and budgeting. Whether your primary focus is academic, fiscal, or facilities planning, you will benefit from broadening your understanding of the higher education environment. It can be an essential source of information to help you succeed in your planning position. A learning module, with a case study completed in teams, provides an opportunity to apply the information learned. The American Council on Education (ACE) has granted SCUP special permission to use its learning module, including the highly respected case study exercise developed for the ACE Fellows Program.

There are also numerous opportunities to network with other participants and workshop faculty throughout the three-day session. Participants receive a workbook filled with resources and readings.

As a result of attending Integrated Planning and Budgeting, participants will be able to:

• Understand the elements of an integrated and comprehensive plan
• Understand the planning process
• Understand the relationship between plans and operating budgets
• Market a planning process and a plan
• Demonstrate their understanding through applying the concepts above to a case problem
• Practice working in teams
• Practice making professional-level presentations
• Practice facilitating skills
• Practice giving and receiving feedback
• Review the financial statements of their home institutions with a member of the faculty

Preliminary Agenda:

Saturday, January 18, 2003

Sunday, January 19, 2003
8:30 AM-5:00 PM (with group case work in the afternoon, and as needed in the evening)
Continental breakfast, refreshment breaks, and lunch provided

Introduction to Strategic Planning in Higher Education

• Achieving a planning orientation
• Characteristics of successful planning processes
• Planning committees, planning officers, planners, faculty, administration, and trustees—who does what?
• Mission, vision, goals, and strategies and their use in strategic planning and resource allocation
• The mechanics of strategic planning, including SWOT analysis and competitive advantage
• Reasonable expectations of an institutional planning process—putting it all together

Monday, January 20, 2003

8:30 AM-5:00 PM (with group case work in the afternoon and evening as needed)
Continental breakfast, refreshment breaks, and lunch provided

Resource Allocation, Budgeting, Fund Accounting, Financial Reports, and Financial Analysis

• Financial, academic, and facilities budgets
• Accounting systems for financial, academic, and facilities resources
• Statements used for reporting on the status of an institution's financial, academic, and facilities resources

Tuesday, January 21, 2003

8:30 AM-2:30 PM
Continental breakfast, refreshment breaks, and lunch provided

Case Study Presentations by Teams

• Team debriefings—each team will have an opportunity to engage in a private critique of its work as a team
• Assessment of presentations—each team will meet with a member of the faculty to receive the entire faculty's assessment of its presentation
• Group discussion of the case study—alternative solutions
• Things to remember—Enduring Principles

"Having attended many conferences over the course of my career, I found this workshop to be one of the few that enabled me to improve my performance as a planning professional. It's a winner!"

Bridget Lampert, Director of Planning and Research
Bellmont Technical College

Institute Faculty:

Raymond M. Haas—Professor emeritus in the McIntire School of Commerce at the University of Virginia. Consultant on planning, resource allocation, and marketing. Past president of the Society for College and University Planning and former vice president for administration at both the University of Virginia and West Virginia University. Faculty member for the ACE Fellows Program.

Hossein Sadid—Vice president and controller at Case Western Reserve University. Faculty member for the ACE Fellows Program and serves on the board of directors of Eastern Association of College and University Business Officers (EACUBO).

Carole Wharton—Formerly director of planning, management and budget for the Smithsonian Institution and capital planning at the University of Maryland. Past secretary and treasurer of the Society for College and University Planning, and currently representing the Society in Washington, DC. Consultant on planning, budgeting, master planning, and performance assessment.