Management
Competency Area:
Management
Key to managing an integrated planning project or process is managing the resources related to it, whether that’s building and leading planning teams, forecasting resource implications of the plan, or anticipating how a plan might impact your unit’s operations. These competencies relate to managing people, resources, and (for some) units in an institution.
Competencies for Management
Advocate for Your Unit Unit Leader Role Only
The ability to position your work so it receives the goodwill and resources it needs to be effective
- Identify how your role and every role in your unit—from leadership to front-line staff—affects students and contributes to institutional performance.
- Explain to multiple stakeholder groups, including leadership, how your unit contributes to student success and institutional performance.
- Use your influence to get your unit represented in institution-wide plans (strategic plan, academic plan, etc.) when necessary to achieve institutional priorities.
- Make the case for resource requests. Explain how your unit’s resource requests will move institutional priorities forward.
Build Teams
The ability to build and sustain effective teams
- Write a charter that outlines the purpose for a team.
- Outline team member requirements—expertise, skills, and characteristics the team needs— and determine which stakeholders fit the requirements.
- Persuade stakeholders to serve on a team.
- Give clear directions and expectations to a team.
- Develop constructive team norms.
- Support the team. Provide teams with resources and training needed to fulfill their purpose.
- Evaluate team efforts. Deliver feedback that helps the team improve.
Related Resources
Manage People Unit Leader Role Only
The ability to manage staff
- Supervise, coach, and evaluate staff.
- Develop leaders. Identify potential leaders, help them to grow and lead, and mentor future leaders.
- Recognize and reward good performance.
Related Resources
Manage Organizations Unit Leader Role Only
The ability to manage the day-to-day of a unit while preparing it for the future
- Build capability and capacity. Identify how you will fill gaps and prepare for the future.
- Recruit external expertise when necessary. Write a request for proposals (RFP). Research, interview, and hire third-party vendors or consultants.
- Administer a budget for your unit. Make financial requests, prepare budget documents, and monitor expenditures.
- Manage your unit’s bandwidth. Balance your unit’s urgent tasks with long-term strategic priorities. Identify what your unit can stop doing.
- Reallocate your unit’s resources to align with the institution’s priorities.
Identify Resource Needs
The ability to identify resource needs for a plan, initiative, or unit
- Predict how decisions will impact resources: fiscal, human, and capital.
- Estimate resources, knowledge, and skills needed to implement a plan, initiative, or your unit’s responsibilities.
- Assess your current capacities and capabilities.
- Secure the resources necessary to support the planning process.