The Annual Planning Process
Class of 2019
The Annual Planning Process is fundamental to the implementation of strategy, and yet frequently it seems that what it delivers is not commensurate with the effort and time it absorbs. This session, based on the chapter on annual planning in the HESPA book Higher Education Strategy and Planning, will explore what makes annual planning challenging and how to create a process that works for your university.
We begin from the perspective that the annual planning round must be a structured strategic conversation if it is to be effective, and the day will be structured as a set of conversations. This will allow participants to reflect on the issues and think through what will work in their own environment. We will explore questions such as what is the annual planning round for and what does a good one look like; who are the key stakeholders and how might their goals affect the dynamics of the round; and how to integrate longer-term plans with annual planning.
This session is for those in planning offices who are responsible for structuring, managing, and feeding into annual planning processes at a senior level. It can help those who may be seeking to set up a planning round from scratch or for those wanting to update or amend their existing process.
The Annual Planning Process:
What you need to know
Agenda
In our view, an effective annual planning round is best envisaged as a structured strategic conversation; this day will also be structured as a set of conversations designed to explore key elements of that process. We intend, among other things, to use those conversations to explore answers to the following questions:
09:30 Registration (Tea and Coffee)
10:00 Welcome and Introductions
10:15 WHY do we need an annual planning process?
WHAT does a ‘good’ one look like?
11:30 Tea & Coffee break
11:45 HOW can I ensure it is integrated?
WHO do I need to involve?
13:00 Lunch
13:45 WHAT is the Planner’s role in it all?
HOW do I ensure it’s not all about finance?
14:30 Tea & Coffee break
14:45 WHAT can possibly go wrong?
HOW do I manage the problems?
15.30 Final Plenary & Closing Remarks
16:00 Close
Tagged :
Type : Training
Please contact info@hespa.ac.uk for more information
