Strategic Planning Practitioner Program

People planning a project with sticky notes and a whiteboard

Strategic Planning helps align an organization’s activities with its vision and mission, and it provides a roadmap for growth and success by anticipating future challenges and opportunities. The process aims to align the department’s activities with the university’s broader objectives, enhance efficiency and effectiveness, and contribute to the overall success of the institution.

The Strategic Planning Practitioner Program will equip your team with essential skills and knowledge to excel in strategic planning and execution. The program will cultivate your team’s ability to think strategically, enabling them to identify opportunities, anticipate challenges and make informed decisions that align with objectives.

LEARNING OUTCOMES

Through the Strategic Planning Practitioner program, you and your leadership team have the opportunity to:

  • build team relationships and momentum.
  • work as an intact team to analyze information and develop plans.
  • practice using strategic planning tools.
  • develop content for your unit’s strategic plan.

Lead Facilitator

Maxine Clarke, co-founder of Flip Learning, master of science in organizational development, PMP and PCC certifications

Maxine has 20 years of experience helping leaders, teams and organizations learn and change to navigate changing external and market conditions. Her expertise in and love of both management strategies and human behaviour enable her to make change in organizations that is truly transformational, and therefore sustainable. Through the combination of external consulting and internal leadership roles, she has worked with organizations in the education, healthcare, construction, engineering, and regulatory sectors, leading complex, multi-stakeholder projects to redefine strategy, structure and approaches to learning. This includes advising and coaching senior leaders, as well as consulting with and training leaders and employees at all levels. Her volunteer work reflects passions for learning and equity. A proud U of A alumna, she holds a bachelor of commerce, a master of science in organizational development, and is a certified project manager and professional coach.

Program Format

  • 1.5-hour meeting with project lead to prepare for the program and process. 
  • 2.5-hour in-person or virtual workshop with your intact leadership team (and any other team members participating in the strategic planning process) to align on expectations of the process and glean insights from partner and customer feedback and past performance data.
  • One-day in person workshop where your team will learn about strategic planning and move the process forward. 
  • One 4-hour in-person or two 2-hour virtual workshops with your intact team to determine goals, methods and metrics, and content to be included in your strategic plan.

Location

The Program will be held at Enterprise Square.

Cost

There is a fee associated with this program. Please email the Organizational Development team at org.learning@ualberta.ca for more information. This program fee helps to cover the costs associated with:

  • Two day in-person training by an expert in the field, including pre-work survey with your team.
  • Reference materials and learners’ guide.

Apply

This program focuses on a project identified by the team. Please email the Organizational Development team at org.learning@ualberta.ca to discuss your Strategic Planning Practitioner Program application.