Planning Institute: Design

Developing and Implementing a Strategic Plan

The Design workshop is part of the SCUP Planning Institute Model.

Once you’ve determined your institution’s direction, it’s time to get specific (develop and implement a strategic plan).

Based on best practices, the Planning Institute Workshop will give you the tools to help you build a strategic plan, create alignment and action plans, and prepare to implement and evaluate your plan.

The Planning Institute can help those who:

• Have a planning framework established
• Have written the plan but don’t know how to diffuse it into the rest of the institution
• Might struggle with implementation

Planning Institute Workshop Details
There is a stereotype about strategic planning—it only creates plans that sit on the shelf, collecting dust. But plans that are created without building bridges across boundaries are doomed to fail.

The SCUP Integrated Planning Model will help you develop the skills to lead your institution in an integrated strategic plan process that leads to putting that plan into action.

How? By using a process that is participatory, robust, and sustainable. You will identify who you need to succeed and work with them. You will articulate goals that are relevant, translate those goals into assigned actions, and be ready to adjust those goals when inevitable changes happen.

This workshop gives you the framework to develop, implement, and sustain your integrated plan. You will return to your institution with tools, techniques, and skills you can use to leverage your institution’s complex operating environment for change.

Learning Outcomes

1. Assess your institution’s resources and culture so you create a strategic plan that can be implemented.
2. Identify strategic issues that must be addressed and map strategies and tactics to address those issues.
3. Align plans both vertically with the overall strategic plan and horizontally with other unit plans so the entire institution works together towards goals.
4. Implement your plan and prepare for common implementation challenges.

No AIA or AICP credit is offered for the workshop.

Facilitators

David Liberatore

Learning & Planning PrincipalHanbury

James Downey

Senior Strategy Consultant

Program

Registration

Workshop Cost

Please contact registration@scup.org to make any changes to your order. Thank you!

Deadlines

*Cancellations must be made in writing and may be submitted by email to your registration team registration@scup.org by 01/23/2026. Refunds are subject to a processing fee – 10% of the total purchase. 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.