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Lessons Learned in Integrated Planning: Strategies for Successful Institutional Planning

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This presentation discusses the lessons learned from the integrated planning process at Chaffey College, designed to prepare for the 2009 accreditation. It contrasts traditional planning approaches with the need for responsiveness, emphasizing the importance of effective planning frameworks. The role of an institutional scorecard in assessing effectiveness is explored, highlighting the significance of data integrity and operational definitions. It offers insights on setting realistic goals, infusing strategic visions across the campus, and maintaining commitment to planning beyond mere documentation.

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Lessons Learned in Integrated Planning: Strategies for Successful Institutional Planning

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  1. Integrated Planning Process: Lessons Learned the Hard Way 2013 RP Group Conference Chaffey College Laura Hope Jim Fillpot Ted Younglove

  2. Historical Context • Preparing for 2009 Accreditation with a “plan” • Planning vs. responsiveness • Accreditation response to planning • Charting a new course for planning

  3. Institutional Planning from Scratch • Traditional beginnings • Language barriers • Philosophical framework • Integration with other planning and action on campus • Assessing effectiveness—the role of the scorecard

  4. Educational Strategic Vision

  5. Institutional Scorecard • Relationship to Educational Strategic Vision • Standardization of operational definitions • Identification of data sources • Integrity of data is a shared experience • Setting goals

  6. Thematic Lessons • Patience and planning • Let go of imitation • Struggling and planning are synonyms • Find a philosophy that fits • Walking the plan around • External review

  7. Next Steps • Setting benchmarks • Long-term planning • Infusing the Strategic Vision elsewhere • Translating to the public • Keeping it off the shelf

  8. Integrated Planning Process Questions?

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