Conference Presentations

Align Processes and Foster Collaboration to Streamline Planning Engagement

Delivered October 28, 2018
Presented by Wade Caldwell, Brittany Cipollone, Mickey Williford
Challenges: Planning Alignment

Institutions referenced in this resource:
Augusta University

The newly consolidated Augusta University implemented an annual planning and resource alignment process to streamline procedures and integrate strategic efforts across the institution. This process fosters transparency in each unit's accomplishments, challenges, and priorities by holding annual open hearings that culminate with executive-level feedback on units’ annual plans and prioritization for fiduciary support. You will gain ideas for implementing such a process at your institution by exploring timing considerations, content of hearings, planning templates, and follow-up reporting and monitoring.