2009 Business Management Institute Curriculum
August2-7, 2009

The Curriculum is different for each year of the Institute. Years One and Two present core knowledge classes combined with electives that allow you to taylor your program to your particular interests. Year Three focuses on learning through case studies and Year Four addresses utilizing strategic skills to manage in times of change.

Course descriptions for each year are presented below.
Note: Program Schedules for each year and select presentation materials are available for download. The links are located under each program year heading and below each presentation. If no materials are listed - they have not yet been received.

Continuous Learner? Information on the CL program is ad the end of this curriculum list.

Keynote Address – Wayne Hulley
Leadership Challenges in a Changing Environment

Year One Core Classes
(Download Year one Schedule - Word Document)

Human Resource Management in Higher Education                                          
Allison Vaillancourt
Imagine an organization where the very best people clamor to work. Imagine an organization known for its smart, savvy and committed employees. Imagine an organization where members engage in vigorous debate, propose innovative ideas, and produce astounding results. From defining an organizational brand to promoting honest feedback, to hiring based on critical competencies, this session will address the strategies required to acquire and engage the top-rate talent your organization needs to achieve its aspirations.
(Download presentation materials - pdf document)

History of American Higher Education: Whom Can We Blame for our Woes?                         
George Pernsteiner
This unit will survey the history, context, purposes, governance, and finance of American higher education. It will look at different types of higher education organizations and discuss how the culture and stakeholders of each impact how decisions are made.

College and University Accounting                                                                                           
Jerry B. Farley
This program is oriented for persons with an accounting background and some experience in colleges and universities. More advanced concepts of fund accounting for each of the major fund groups will be reviewed. Issues and problems which commonly confront a college and university accounting office will be addressed, as will acceptable accounting practices and standards in reporting, and how to treat special problems and concerns within each fund group. Issues for private and public institutions and applicable FASB and GASB standards will be covered.

Understanding College & University Accounting (For Non-Accountants)                          
Kathleen T. McNeely
This program is designed for both non-accountants and others (including CPAs) who are new to higher education. This program will help you understand basic college and university accounting concepts, which will help in decision-making, resource management and understanding your controller. I guarantee you will not become an accountant in this program! You will not even hear the words debit and credit! This course presents, in non-accounting terms, definitions and real life examples of the most commonly used fund groups and financial statements in higher education for both public and private institutions.
(Download presentation materials - Powerpoint document)

Motivation                                                                                                                                           
Sean Joyce
Motivating yourself and staff is an essential survival tool for managers. This interactive session will provide insight into successful techniques that are immediately useful and easy to implement.

Higher Education Law                                                                                                                  
Beverly E. Ledbetter
This session provides a basic introduction to the legal system for the lay person. The course presents an array of legal concepts involved in higher education, with a special focus on the law of employment relations, the Internet and telecommunications law, and the student institutional relationship. It also offers a conceptual legal approach to some of the operational problems facing the college administrator and the institution.
(Download presentation materials - pdf)

YEAR 2 CORE COURSES
(Download Year Two Schedule - Word document)

 Information Technology
John Finbarr (Barry) Walsh
There is a body of opinion that asserts that no functional area in higher education institutions can exploit information technology as much as the finance function. This course will explore the concept that IT is an enabling force for the transformation of higher education. It will present the latest directions in information technology; the needed infrastructure required for information technology on campus; the impact of information technology on the workplace; and the people and process issues associated with the implementation of information technology.
Download the presentation (pptx) Note ; works best when printed 2 to a page.

Making Critical Decisions   
George Pernsteiner
Who are the constituencies and what are the factors that must be considered when making critical decisions? In difficult economic times, most managers and supervisors will be faced with complex situations that require creative solutions and excellent communications skills. The impact of these critical decisions can be far-reaching. How does one decide?

Creative Problem Solving   
Sean P. Joyce
Solving today's problems demands capable and enlightened leadership. Productive employees must continually find workable solutions to new problems caused by changing conditions. New ideas and creative new solutions are needed now. This course is designed to enhance and further develop the creativity that we all possess. Participants will gain skills and insights to recognize problems, use a creative approach to problem solving, break away from habit-bound thinking and establish alternative solutions to problems.

Principles of Management 
Jack C. Blanton
This course provides an introduction to the behavioral aspects of management, focusing on contemporary
management practices, leadership, motivation and communication. The sessions will explore how these management fundamentals are affected by the culture of the university and how they impact the management of higher education.

Planning and Budgeting
Craig Purkey
This course provides a general review of various budgeting techniques and processes, and discusses how budgeting can play an important role in policy and strategic planning at the institutional level. The class will have an opportunity to participate in an exercise identifying major strategic goals for a university and allocating scarce resources to budget choices that best serve those goals. Participants should come prepared to share perspectives on the budgeting and planning process at their own institutions and to exchange ideas on how budgeting practices might be improved.
Download the class materials
1.Introduction (Word)
2.Powerpoint slides (ppt)
3. Discussion Guide (Word)
4. State U. Background (Word)
5. Bibliography (Word)

Humor in the Workplace
Jerry B. Farley
Humor plays an important role in human relations and the ways people in organizations behave toward each other. Humor can be an effective tool in helping you communicate more effectively, create a more cooperative atmosphere, increase productivity and creativity, reduce stress when you are the boss, be a better public speaker, and conduct better meetings. Properly used, humorcan help resolve conflicts, open communications, relieve tension, and promote teamwork. We will discuss practical pointers about how to use humor, what to avoid, effective joke telling and where to find humor. Humor will recharge the physical and emotional energies necessary to keep stress
manageable. Perhaps the suggestions will be a springboard for finding what works best for you.

YEAR ONE AND TWO ELECTIVE COURSES
101 Avoiding Litigation Landmines: An Employment Law Survival Guide for Managers
Rick Schlegel – 2 Hours
This interactive workshop helps supervisors and managers understand how to handle difficult employment situations. It features a video that presents the dramatic story of a manager in a white-collar office and an employee whom she supervises. Problems arise between them, and seminar participants see the later consequences – in court – of steps the manager took. The video presents nine key “landmines” for employment lawsuits, such as failure to keep evidence, grade inflation in evaluations and uncontrolled references. The seminar engages participants in discussing problems they may encounter with difficult employees. Solutions drawn from good managerial practices are offered. The program is tailored specifically for campus managers and supervisors from the business office, student affairs, the library, computer services, the bookstore and other similar campus operations.

102 Building Web Pages with Macromedia DreamWeaver8
Alx Sanchez – 2 Hours
You want to make some information available on the Internet. To do this, you might want to design, build a website and upload it. The features and functions in DreamWeaver8 will enable you to create a web page to suit your requirements. Students should have an understanding of how to use Microsoft Windows 2000 or Windows XP operating systems.
Limited to 25 participants.

103-1&2 CANCELLED Campus Auxiliary Organizations – Sound Business Ventures with Unlimited Potential??? 
Bill Dickerson – 4 Hours PLEASE NOTE - THIS COURSE HAS BEEN CANCELLED
The role of campus auxiliary organizations continues to change as our campuses struggle with the approach, identity and contributions of auxiliary organizations. What is the role of campus auxiliary operations – cash cow or value added service to help the institution better serve and define itself? This class will include an assessment of major auxiliary operations (such as bookstores and food operations) as well as examination of some of the more innovative auxiliary developments currently taking place throughout the country. The course will also examine some of the management implications, skill sets and outcomes desired from these sometimes-complex organizations which serve our campuses.

104 Can You Hear Me Now? How to Talk So Your Boss Will Listen
Allison Vaillancourt – 2 Hours
Do you ever feel like you’re just not getting through? Maybe you share details and your boss likes the big picture. Or perhaps you focus on the bottom line while your boss worries about impacting people. When you know how your boss likes to communicate and his/her special “triggers,” you’ll be able to achieve even better results.

105 Climbing the Ladder – Developing Your Leadership Potential!
Rufus Glasper – 2 Hours
It is important as you work your way up the proverbial ladder of success that you take into consideration developing your leadership potential. Everyone has the ability to do that whether his/her leadership forum is personal or professional. Are you someone who people want to follow? This session will enlighten you with thoughts about what it takes to develop leadership abilities that will help you become a more effective leader.

106 Contemporary Legal Issues
Beverly E. Ledbetter – 2 Hours
Designed for Year 2 students, this session treats selected legal topics in depth, but is designed for the lay person. The course will discuss contemporary legal issues in higher education. Topics include recent US Supreme Court developments including affirmative action after the Michigan case, post-9/11 issues including employment and enrollment, and federal regulations relating to telecommunications and the Internet.

107 Creating Tables and Reports in MS Access
Alx Sanchez – 2 Hours
This course is for the new user of Access and assumes no experience with relational databases. The topics cover the critical skills you need to get started creating databases in Access and working with the data by using tables, queries, forms, and reports. You will practice the critical skills necessary to create a database and enter, find, edit, and report on the data it contains. Students should have an understanding of how to use Microsoft Windows 2000 or Windows XP operating systems. Limited to 25 participants.

108 CANCELLED Dealing With the Irate Customer PLEASE NOTE - THIS COURSE HAS BEEN CANCELLED
Sean P. Joyce – 2 Hours
Anger, accusations and aggressiveness are customer emotions that must be defused in order to deal more effectively with the hostile customer. How can anger be addressed? How can you encourage customers to listen, when they are talking? How can you control your emotions when you are being accused? This course will help you deal more effectively with negative emotions. Learn to identify how negative emotions develop, how to control the conversation, recognize the role of transference in customer relations, develop more effective assertive skills and differentiate anger from frustration.

109 CANCELLED Delegation PLEASE NOTE - THIS COURSE HAS BEEN CANCELLED
Sean P. Joyce – 2 Hours
This session discusses how to delegate without dumping and how to choose the right person with the appropriate level of responsibility. Participants analyze the delegation options in their own offices and practice delegation in a simulation. Participants will understand how delegation can be welcomed by one’s employees, learn how to resist holding on to those “fun” tasks that should really be delegated, and appreciate how to save management time for management responsibilities.

110 Effectively Communicating Financial Information
Joanne Coville – 2 Hours
This presentation is not about audited financial statements, but about crafting the right story for your audience in a way that works for them. Discussion will be about identifying what your audience needs, identifying what you need and planning your presentation.

111 Endowment Management in the 21st Century
William L. Everhart – 2 Hours
This class offers an introduction to many aspects of the endowment management process for institutions of higher education. We will explore the management of endowments from several different perspectives including the development of guidelines for investments and operational management, selection and evaluation of investment managers and managing a Board of Trustees Investment Committee. The effective management of this committee will ultimately determine your success with all of the other goals you have set for the endowment. The concluding discussion will review alternate viewpoints as to how endowments should be managed in the 21st century.

112 Ethics and the Business Officer
Jack C. Blanton – 2 Hours
Participants will consider the value crisis in our society and how it affects higher education, in areas such as athletics and financial aid. Participants will gain a better understanding of the ethical questions and problems they face daily and their choices in responding. Mini-case studies will be used.

113 Facilitating Effective Meetings
Ruth Johnston – 2 Hours
Meetings are more effective with advance planning, role clarity, specific goals and careful attention to both the content and process of a meeting. This interactive session will present the toolkit necessary to hold an effective meeting, including helpful ideas for dealing with the various challenges you may encounter.

114  Fraud Prevention and Detection in Higher Education
Kathleen T. McNeely – 2 Hours
Fraud is the deliberate misrepresentation of fact for the purpose of depriving your institution of a valuable possession or legal right. This session will review the definition of fraud, how and where it can occur, mitigating controls you can put in place to counteract fraud and Infrastructures that should be in place.

115 Goodbye, “Going With Your Gut:” So Long, Rock, Paper, Scissors
Allison Vaillancourt – 2 Hours
Do you ever find it hard to choose among a set of options? Have you ever delayed a decision rather than make the wrong one? Do you have an employee or co-worker who demonstrates decision-making paralysis and misses opportunities as a result? Drawing upon new research in decision making and real-life challenges in higher education, this session will address the roots of indecision, the costs of paralysis, and the rewards of action. We’ll work together to test diagnostic tools and develop practical checklists designed to make it easier to make difficult decisions.

116 Internal Controls: What They are and Why You Need Them
Kathleen McNeely – 2 Hours

Internal controls are the glue that keeps financial organizations intact. If designed and implemented correctly, they are the backbone of your financial structure and will provide the fiscal assurance required by senior administrators, oversight boards and constituents. During this period of discontent with accounting practitioners, come and learn about the basic concepts of internal controls, the priority they should have at your institution, and how, with minor modifications, your institution can add additional levels of safeguarding.

117 Internationalizing Higher Education
George Pernsteiner – 2 Hours
In a global society, higher education institutions face not just external competition for students and research but may find their very natures changing. New programs, faculty and students from other countries, exchange opportunities, joint programs with universities in other countries, and branches of U.S. universities in other lands: all are part of the changing landscape of higher education. This presents challenges of management, finances, legal relationships, languages, and culture that differ from those faced in prior decades. How can business managers help their institutions succeed in this complex environment?

118 Interpersonal Communication Styles
John F. (Barry) Walsh – 2 Hours
This session will explore communication styles and how they can affect our interaction with others. Using interactive group exercises, attendees will learn more about their own preferred styles and how they come across to other people, while also understanding how to better recognize the styles of others with a view to improving interpersonal communication.

119 Managing Campus Facilities –  A Strategic Approach for Success
Chris Christofferson – 2 Hours
Explore the multifaceted functions and responsibilities of facilities management. The significant financial and human resources required by facilities management represent a substantial portion of the institution’s total assets and annual operating budget. With today’s emphasis on the quality of higher education, coupled with declining resources, the campus environment is under close scrutiny. This class will focus on how the management of institutional buildings, grounds, utilities and equipment necessitates an entrepreneurial approach which challenges traditional policies and procedures in order to effectively compete. Bring your questions on organization, administration, decision-making aspects, budget cutbacks, chargeback versus maintenance costs and outsourcing versus in-house personnel.

120 MS Excel 2 for Fiscal Data Analysis
Alx Sanchez – 2 Hours
You have created, edited, formatted, and printed basic spreadsheets. Now, streamline repetitive tasks and display spreadsheet data in more visually effective ways. In this workshop, you will use Microsoft® Excel 2007 to streamline and enhance your spreadsheets with templates, charts, graphics, and the use of advanced financial formulas. Students should already have knowledge of the basics of Excel, including how to create, edit, format and print basic worksheets. Limited to 25 participants.

121 MS Excel 3 for Fiscal Data Analysis
Alx Sanchez – 2 Hours
You have used Microsoft® Office Excel 2007 to perform tasks such as running calculations on data and sorting and filtering numeric data. You would now like to automate some common tasks, apply advanced analysis techniques to more complex data sets, collaborate on worksheets with others, and share Excel data with other applications. In this course, you will do all of these things, including creating pivot tables and pivot charts. Students should already have knowledge of the basics of Excel, including how to create, edit, format, and print worksheets that include charts and sorted and filtered data. Limited to 25 participants.

122 Positioning Yourself for Even Greater Career Success
Chris Christofferson & Allison Vaillancourt – 2 Hours
Having a mentor can be important to your move up the career ladder, but ultimately only you can be responsible for developing your own career. Join us to discuss strategies for success, including how to increase your professional visibility, how to get the attention of executive search firms, when to move and when to stay put, and under what circumstances a major change in career direction can work for you.

123 Preparing Staff to Adapt, Innovate and Thrive During Times of Change
Donald M. Norris – 2 Hours
Many colleges and universities are undergoing significant cycles of change. These involve organizational restructuring, reinventing processes and practices, innovating through the use of technology and introducing new academic programs, especially those involving e-learning. Most of these changes are caused by the dynamic and highly competitive higher education marketplace and by financial exigency. To successfully navigate these change processes, institutions must consciously develop the capacity of staff to understand, respond and thrive in changing conditions and raised expectations for performance. Dr. Norris will present the efforts of selected institutions (including a major research university, a system of public colleges and universities, a private university, a consortium of private universities, and a community college) to: 1) aggressively lead and navigate change, 2) drive wedges into the existing academic and administrative culture to enable change, 3) develop the leadership capacity and skills of administrative staff to thrive during periods of change, 4) expand the capacity of staff to build problem solving and innovative skills which are applied to solving cross-cutting problems and enhancing value, and 5) execute expeditionary strategies. References to resources and references on leading change and developing organizational capacity will be provided.

124 Problems Women Face in Management
Jack C. Blanton  – 2 Hours
This course will examine the evolution of women in management roles. It will identify the problems that are unique to women managers, and consider various solutions to these problems. Further, the course will consider the controversial issue of whether women manage differently than men. Finally, it will utilize several mini case studies that highlight problems women managers in higher education face.
Download the presentation (Powerpoint)

Download course materials (Word documents)
1. Communications
2. Women make better managers?
3. Work balance
4. Better managers
5. Marian McCutchen


125 Reducing Risk in Employee Terminations
Rick Schlegel – 2 Hours
Participants will learn how to foster an employment environment in which poorly performing employees are terminated in a fair and humane manner. The presentation includes a discussion of important policies and procedures for every institution. Further, the presentation will include a review of best practices that may help an institution successfully defend, if not avoid, employment claims resulting from terminations.

126 Reinventing Processes and Practices in Higher Education
Donald M. Norris – 2 Hours
Aggressively reinventing processes and practices is essential to institutional competitiveness and vitality. Dr. Norris will discuss how process reinvention in higher education can be driven by the intersection and combination of several factors: 1) the deployment of new information and communication technologies, 2) visions of new experiences and services for learners, 3) new approaches to resourcing of institutional processes and practices, 4) innovative management techniques and incentives, and 5) developing the perspectives and skills of staff and faculty. The use of these techniques will be explored in several institutional settings (including a major research university, a system of public colleges and universities, a private university, a consortium of private universities, and a community college).

127 Risk Management: An Introduction
Rick Schlegel – 2 Hours
What challenges face institutions of higher education in the area of risk management? What can be done to avoid or minimize such risks? What role does the risk manager play? This session will provide a general introduction to the topic of risk management, focusing on those areas of exposure unique to higher education. In particular, hypotheticals based on various student activities will be explored.

128 Students of Tomorrow
George Pernsteiner – 2 Hours
How will colleges and universities successfully educate the kinds of students whom we have not served especially well in prior generations: older students, students from lower income backgrounds, students for whom English is a second language? These are the students of the future as the demography of the country shifts to a more heterogeneous mix of people at a time when college credentials and creative thinking are at a premium for success in an increasingly competitive global society.

129 Sustainability Comes to Campus
Chris Christofferson & Perrin Pelegrin – 2 Hours
Sustainability is a term that has been in wide circulation, especially with the growing emphasis on global warning, but do you know what it means to your campus? To your department? This session will explore the many aspects of sustainability that are challenging campuses today. We’ll cover the better known aspects, particularly energy use and new construction, but will go much further, delving into procurement policies, transportation programs, waste management and sustainability for existing buildings. Come learn more about LEED certification and the basics of measuring (and reducing) your campus’ carbon footprint.

130 Team Building Strategies
Jairy C. Hunter Jr. – 2 Hours
Organizational effectiveness and leadership success is highly dependent upon one’s ability to lead people. The number one priority of a team is to accomplish the goals of the team which enable the organization to fulfill its mission, vision and goals. This course will present strategies and techniques for effective leadership and team building. Additional topics will include types of teams, characteristics of teams, overcoming resistance, team communication and evaluation procedures.

131 Time Management, and There is So Little of It!
William L. Everhart – 2 Hours
The number of tasks, both planned and unplanned, that impact your life are too numerous to even attempt to list. But list them we must, if we are to avoid the “deer in the head light” syndrome. It is critical for you to learn how to manage your time, which really means setting priorities for your tasks and then ensuring that you have the time to complete them. Or, maybe making the decision to NOT complete them. We will discuss various strategies that you can employ in your work life to control how you spend time.

132 What Would You Do? The Case Study Approach Susan Clarke – 2 Hours
This seminar will introduce you to the case study approach used in the Year 3 program of the WACUBO Business Management Institute. You will experience the advantages of using the case study methodology to analyze problems, to distinguish pertinent from peripheral facts, to identify alternatives, to formulate strategies, to draw conclusions and to develop solutions. Participants will be given one or more cases to analyze and discuss. Cases are based on real-life situations where some, but not all, facts are known. This seminar will give you a better idea of what to expect in the Year 3 program while providing a challenging and enjoyable learning experience.

YEAR THREE CURRICULUM
(Download Year Three Program Schedule - Word document)

Case Study Seminars
Leaders: Sandra Lier, Year 3 Coordinator; Chris Christofferson, Susan S. Clarke, & Stacy Pearson Adjunct Faculty:  Lorretta Leavitt & Craig Purkey

The Year 3 curriculum provides a stimulating, challenging week in which students work closely with colleagues and faculty. The case study method is used extensively with cases designed to represent a wide range of typical problems, challenges and environmental conditions faced by college and university managers. Many cases have been written specifically for the Institute and the Year 3 participants; all promote development of analytic skills and a library of actions for students to use in the workplace.

In addition, each student prepares in advance a case study based on individual institutional experience for presentation and dialogue. We ask that each participant bring 20 copies of the case study to the first class meeting on Monday. These cases are very brief, but add a dynamic, diverse dimension to the program.

Case discussions are led by faculty who have extensive experience as practicing administrators in higher education with the expertise to focus comments and bring important insights into the discussion. Students form an integral part of the discussion and will be asked to draw on their experience in higher education to analyze the cases. To facilitate discussion and create a seminar atmosphere, enrollment in Year 3 is limited and students are assigned to small groups. By rotating faculty, case studies and seminar groups, participants receive exposure to all faculty members and case studies in the program.

Strategic Planning in a Downsizing Environment                         Allison Vaillancourt

Ethics, Compliance and How To Try To Do the Right Thing!           
Stacy Pearson
This session will include an overview of compliance and ethical issues that we often face as business managers and decision makers in our professional lives, but that also impact us as individuals. We will review and discuss various cases involving ethical dilemmas and a decision-making approach to try to determine the best solutions and looking forward to the potential impact that these decisions have on the organization and its employees.

Developing Yourself and Others as Knowledge Workers              
Ruth Johnston
As technology advances and staff members spend less time on processing routine transactions, expectations are rising for them to be able to solve more complex problems, anticipate customer needs, develop strong process partner relationships, and train others about what they do. Join colleagues in discussing how to make this transition and help staff embrace the concept and develop new skills. This presentation will describe the steps being taken in Financial Management at the University of Washington to address this need.

Performance Metrics – A Part of Performance Management
Chris Christofferson
Administrative services units are under increasing pressure to provide cost effective, high quality customer service. This interactive discussion will focus on metrics – what to measure and how to avoid measurement pitfalls, with particular emphasis on the benefits and limitations of benchmarking. Come prepared to discuss what measurements exist in your workplace, and how the measurement process can work more effectively for your organization.

Making Difficult Conversations Less Difficult                   
Allison Vaillancourt
“Your performance is underwhelming.” “You are hogging all the air time in meetings.” “I’m pretty sure that’s dandruff.” Let’s face it. Some conversations are just plain hard. We may have to deliver bad news, we may be afraid our words will create conflict, or we may fear that the recipient of our message may be hurt or become angry. Fortunately, there are ways to make difficult conversations less difficult and this session will reveal them. 

Writing and Communicating Are Not Necessarily the Same Thing
Allison Vaillancourt
What they write:
As per our initial and tentative communication of March 5, we must inform you that the aforementioned issue regarding transportation and auto space utilization facilities will become effective 30 days from the date of our original communication. Please act accordingly. Thank you for your cooperation.”
What they mean:
The Second Street Parking Garage will be closed for repaving on April 4th.
Ever wonder why people use a five dollar paragraph when a nickel word will do? Writing does NOT need to be hard or complicated or confusing. This lively and interactive session will give you a three-step process for writing messages that grab people’s attention and achieve the results you desire.

YEAR FOUR CURRICULUM
(Download Year Four Program Schedule)

Colleges and universities operate in an ever-changing environment. State funding has gone from boom to bust to recovery, the financial markets have waffled along, economic development has become more important, and information technology continues to evolve. The Year Four program in 2009 will provide an opportunity for you to focus on those skills, actions and tools necessary to influence and provide leadership for thriving in this rapidly changing world of global competition. During the week you will have an opportunity to further develop the skills to integrate the knowledge and tools you have learned to prepare you to lead your areas of responsibility through the rapid changes affecting higher education.

You will be challenged by a high quality faculty team to focus on strategically planning for future opportunities for dealing with the issues confronting our campuses as the environment changes. The focus will be on developing the skills and knowledge necessary for leadership during periods of change.

Thinking Leadership
Rufus Glasper
Hear the meaning of leadership from a seasoned leader who will describe how leadership can be practiced at all levels within the college or university.

The Practice of Leadership
 Rufus Glasper
Gain insight and learn lessons about leadership through case study and discussion. Exercises will illustrate how to practice leadership in your organization.

Measuring Organizational Performance
Ruth Johnston
In this session you will learn about the underlying principles associated with some of the most widely used practices for measuring organizational performance. Participants will have an opportunity to discuss these principles and practices in the context of their organizations. In preparation for this session, each participant should review the performance metrics for their organization.

Setting Strategic Directions
Jairy C. Hunter, Jr.
Higher education environments are constantly changing and being threatened at an unprecedented rate. Decisions made today are crucial to the institution's future. Determining the institution's direction and remaining focused on a continuing basis is best achieved through strategic planning. Strategic planning is a process that articulates the institution's mission and specifies the means by which the mission will be accomplished. This is an action-oriented, systematic process based on an assessment of the institution's internal strengths and weaknesses and the threats and opportunities existing in the external environment. This session presents a systematic approach to developing a strategic plan, offers suggestions for implementing a plan, and provides opportunities for participants to apply what they learn at various types of institutions through case study. Students will work in small groups using a case study model and a strategic planning software package to perform various strategic analyses.

Change As An Asset
Ruth Johnston
Each of us is faced with leading change on our campuses. There are real barriers to doing so successfully. This session focuses on creating an organization that fosters positive change, including strategies to lessen fear and resistance.

 Technology, Analytics and Change
Donald M. Norris
This interactive session will address the strategies and decision making/budgetary processes through which universities can sustain their investments in technology in the face of heightened expectations for enhanced performance and controlled/reduced costs. Dr. Norris will also explore how institutions can leverage those technologies to increase productivity and reduce costs, enhance performance, and achieve new value propositions for students, faculty, staff, alumni and other stakeholders. This approach will illustrate the linkages between developing technology infrastructures, reinventing processes and practices, and leveraging of technologies to realign institutional programs and practices to enable new value-building opportunities. Background information, including a white paper containing mini case studies, will be emailed to participants in mid-July; during the session, participants will work in small groups to apply concepts to particular institutional settings and problems, and report on findings and discussion.

Making Effective Use of Attorneys in Higher Education
Beverly Ledbetter
Learn about leadership in the higher education legal arena. The presentation will cover the pressing legal issues confronting universities and how you can prepare to lead your university through the tough decisions they all require.

Challenges in the University Environment 
Mernoy Harrison, Jr.
An interactive session designed to cover in discussion format the latest in higher education business and financial topics, including sustainability, accountability and financial reporting. The scope of the discussion will depend on the questions and areas of interest of participants. Come prepared to discuss and ask questions on any of these and other issues important to you!

Major Issues Panel Discussion
Faculty

An open forum devoted to discussing the special issues and problems facing participants on their campuses. It is designed in a dialogue format where discussions by a panel of vice presidents and the participants will focus on topics and issues identified by the participants.

Continuous Learning Program Schedule

GETTING BY OR GETTING BETTER

MONDAY – AUGUST 3, 2009

10:00 – 12:00 Noon – Getting Better Personally

The opening session will be an exploration of the concepts associated with personal growth.  In his book, “Getting By or Getting Better,” Wayne Hulley has outlined the 7 lessons that must be learned if we have a desire to improve the quality of our lives and the results we achieve.  We “get by” when we show up on time, leave on time and contribute the least acceptable amount of passion and energy in our lives.  “Getting better” requires us to live life to the fullest.  Those who contribute more then is expected and who regularly go the extra mile are usually happier with themselves and their relationships.  We live our lives through the stories we tell ourselves.  The stories are based on personal perceptions.  These stories lead to the choices we make and the results we achieve. Good choices tend to lead to good results and bad choices often create upset and frustration. “Getting better” is a personal commitment from the heart. 

1:00 – 3:00pm – Getting Better Together

This session will focus on the development of others to create an effective collaborative group.  Crucial conversations, appreciative inquiry and breakthrough strategies will be explored.  Working together, work groups can achieve significant sustainable change that can influence organizational performance and personal and professional satisfaction.  Organizations “get better” when individual staff members commit to work in ways that create success. Professional growth, a positive outlook and taking initiative are at the crucial factors in “getting better.”  This session will focus on leadership.  Leadership will be defined as influencing yourself, others and situations.  The mindsets and strategies needed to be a leader and work effectively with others will be developed. 

TUESDAY – AUGUST 4, 2009

8:00am – 11:00am – Getting Better By Thinking Better

The way we think determines the thoughts we have, the actions we take and the results we achieve.  Often getting better is not about working harder and longer but requires us to rethink the way we approach challenges.  This session will make use the “4Di Thinking Profile,” to help participants understand their preferred way of thinking and how this thinking influences their behavior.  The workshop will highlight the strengths and concerns with different thinking preferences and will allow participants to modify thinking patterns to become more effective in their lives both at work and at home.  The session will also explore how identifying other’s thinking preferences can improve team functioning and communication.  Participants will complete the 4Di profile online before the session and will use it as the prime resource for the morning. 

About Our Presenter

The Centre has worked with clients, across North America, over the past 15 years.  The focus of the work is the creation of organizations that support the development and contribution of its members.  The Centre professionals believe that compliance can be demanded but commitment is a gift that must be given. 
At the organizational level the Centre makes use of a planning process, “Surviving and Thriving in Permanent White Water.”  The process helps organizations identify, prioritize, plan and take actions that enable it to survive in these times of rapid change.  Thriving is the result of a healthy corporate culture that supports growth and contribution. 
At the personal level, North Star offers a variety of programs that include keynotes, partial and multi-day workshops, and long-term change initiatives.  Leadership development and renewal are very popular programs.  Recently, the North Star program, “You Make the Difference” won a national award for content and presentation.

Dr. Wayne Hulley

Wayne Hulley is the president of both The North Star Centre for Personal and Organizational Effectiveness and Canadian Effective Schools, in Burlington, Ontario.  The Centre works with individuals and organizations interested in achieving better outcomes.
He is a former senior consultant with the Franklin Covey Company and offers training in all of the programs developed by Stephen Covey. 
He works in both the public and private fields and has won numerous awards for his work. 
He is a graduate of McMaster University and the University of Toronto and has taught at Toronto, Brock and York Universities.  He has lectured at over 50 American Universities. 
His expertise is in personal and organizational motivation.  Organizations must provide a culture that allows people to self motivate and make a difference.  His studies over the past 23 years have given him the knowledge and expertise to support improvement initiatives.  He has worked with large and small companies, universities, schools districts and individuals. 
He is the author of two books, “Harbors of Hope – Creating Schools Where Learning By All Is A Reality,” published in 2006 and “Getting By Or Getting Better-Making A Difference For Ourselves and Others,” published in 2008.
His presentations deal with complex issues in concrete ways with a focus on application of the learning.