Achieving Strategic Excellence
Crafting a Revenue Enhancement Strategy
Join us this Summer for a Dynamic and Interactive Experience on
Crafting
a High Performance Strategy for Your Institution.
Snowmass Resort Conference Center
Snowmass at Aspen, Colorado
July 11-16, 2004
(Runs Concurrently with Integrating Strategic Enrollment Management)
You can maximize your experience by sending a team to attend both Institutes.
The afternoon free time is ideal for team sessions and our faculty can
be available for input and facilitation.
Overview
Agenda
Faculty
About The Snowmass Institute
Register
Download the
Achieving Strategic Excellence Brochure
This advance program on strategic management is designed for college
and university executives who want to develop, or enhance, a strategic
management paradigm with an emphasis on revenue enhancement for their institutions.
The Institute agenda will focus on development of a comprehensive
revenue enhancement strategy. One that will examine new sources of
revenue, tuition pricing, enrollment management, resource allocation,
and revenue optimization of existing services.
Our goal is to develop a holistic perspective for revenue enhancement strategy, examine the critical - current and future - capabilities of a high performing institution, and develop a model for strategic excellence within your institution.
The Snowmass Institute provides an excellent opportunity to learn from and interact with a seasoned faculty, share insights and issues with colleagues, and develop your own approaches to crafting strategies that will deliver superior performance and improve the strategic management, quality, revenue enhancement, and decision-making processes of your institution.
The Institute faculty are exemplars in their fields and bring a high level of practical experience and knowledge to this Institute.
Tuition is $899.00/person and $829.00/additional persons from the same institution.
Accommodations: Mountain Chalet: Single or Double $111/night, Wildwood Lodge: Single or Double $124 night. Breakfast is included (Monday-Friday) in room rate at both hotels. Hotels are just minutes away from the conference center and provide free airport shuttle service to/from Aspen airport.
For information on registration and accommodations, please call us at 303-771-4044 or email: snowinst@eazy.net or by mail: The Snowmass Institute, 8694 East Mineral Circle, Centennial, CO 80112 or register online.
ACHIEVING STRATEGIC EXCELLENCE AGENDA
NOTE: Victoria Munoz Richart is unable to be on the Institute faculty and is replaced by Diana Van Der Ploeg.
SUNDAY, JULY 11: 4:30-8:30 PM
Institute Registration: 4:30-6:00 PM
Get Acquainted Reception: 6:00-7:00 PM
Networking Dinner & Institute Area Orientation: 7:00-8:30 PM
MONDAY, JULY 12: 8:00AM-12:30 PM & 5:30-7:00 PM
1. Facing the Strategic Challenges of the Near
Future
Frank Newman, PhD, Director of The Futures Project: Policy for
Higher Education in a Changing World, Brown University, Providence, RI
In this opening session, the critical strategic themes of higher education and their relevance to your situation will be examined. The key topics deal with the now and emergent strategic forces that are and will drive change in higher education--time issues such as changing student demographics and the growing demand from industry for graduates who are better prepared for the workplace. Looking ahead, what will your strategic story be? This presentation is based in part on Dr. Newman's new book The Future of Higher Education: Rhetoric, Reality, and the Risks of the Market, written with Lara Couturier and Jamie Scurry.
2.
Optimizing Net Tuition Revenue Through Pricing and Financial Aid
Strategy
Jim Scannell, President, Scannell and Kurz, Pittsford, NY
With state resources declining and competition for paying students more intense than ever, there is a new imperative for rethinking net tuition income and pricing strategies and the strategic use of financial aid. In this session, you can look forward to a lively, insightful, and practical discussion on developing models for optimizing your financial aid resources and enhancing revenue.
-The new realities of financial aid management in rough financial times
-Assessing the perceived marketplace value of your institution
-Pricing and financial aid strategies
-Improving net tuition income
3. Evening Strategic Insights Workshop:
The purpose of the evening workshops is to engage in informal discussions about topics and issues raised in the morning sessions. These interactive sessions allow time to examine a wide range of topics and engage in a process of identifying building blocks and core capabilities for developing an innovative and successful strategic revenue enhancement process.
4. The Snowmass Institute Party, 7:00 - 8:00 PM. Join your colleagues from both Institutes for fellowship and networking.
TUESDAY, JULY 13: 8:00 AM-12:30 PM & 5:30-7:00 PM
1. Achieving Strategic Excellence: Four concepts
that will supercharge your success
Richard Ireland, President, The Snowmass Institute, Centennial,
CO
The goal of this presentation is to outline a process for creating a
strategy playbook that will help take your strategic initiatives to a
new level of success. Find the ‘strange attractor’ in your current
strategy—the one that will make all the difference.
-Strategy Maps: Aligning assets to institutional strategy
-Strategic Narrative to Generate Buy-in and Enhance Leadership
-Networked Teams to Reduce the Silo Effect and Leverage Knowledge and
Expertise
-Social Capital to Drive Strategic Success
2. The Enrollment Management Manifesto: Lessons for Revenue
Enhancement
Joseph Merante, PhD, Associate Vice President, Academic Affairs,
Loyola Marymount University, Los Angeles, CA
As the focus of revenue enhancement and growth intensifies in higher
education, enrollment management takes on an increasingly important and
urgent role in the institution. The Manifesto presentation will examine
the key factors and innovations that are driving a high performance
enrollment management function.
-What every administrator must know about enrollment management strategy
-The new rules of marketing engagement, 2003
-How to have a "purple cow": Innovation initiatives for EM
-Maximizing your return on investment (ROI) in enrollment management
-Productivity standards for the enrollment management function
-Enrollment management strategies for net revenue improvement
-Controlling the channels: Internet to field recruiting
-Putting the focus on your "bread and butter" students
3.
Strategic management:
Strategic leadership: The brand starts here
Patti Crane, President of Crane MetaMarketing, Ltd., Atlanta, GA
What’s your focus as a senior officer? As you work toward unlocking resources, boosting enrollments, improving staff alignment, how do you also focus on the core issues: Rejuvenating your institution, moving to the next level? It’s called branding – the process of identifying, embracing, articulating, and maximizing your institution’s DNA. The result? Strategic, institution-wide transformation based on a renewed sense of purpose, enthusiasm, and pride. And it starts with you.
Patti Crane, branding communications consultant to an international clientele of CEOs and strategic planners at independent schools, colleges, and universities, presents the principles for uncovering your brand identity and using the process to unlock your institution’s full potential.
4. Evening Strategic Insights Workshop:
Continuing discussion of innovations and processes to help create a winning
strategic and revenue enhancement program.
WEDNESDAY, JULY 14: 8:00 AM-12:30 PM (Evening Free)
1. Strategic Management/Revenue Enhancement Success Strategies
Arthur Kirk, Jr., EdD, President, Saint Leo University, Saint Leo, FL
In the context of the current climate of change in higher education, new demands have been placed on strategic planning and management. Dr. Kirk will examine the challenges of shaping revenue strategy in a rapidly changing environment and will outline a process for designing and implementing a successful strategic management model for revenue enhancement.
2. Strategic Planning: An Integrated Process for Institutional and
Revenue Enhancement Effectiveness
Jairy Hunter, Jr., PhD, President, Charleston Southern University, Charleston,
SC
The development of a comprehensive strategic planning process that integrates planning, budgeting, and assessment is one of the most critical challenges institutions face. Dr. Hunter will cover practical examples for integrating these processes in the preparation of a multiple year institutional strategic plan and budget proforma.
3. Implementing a Revenue Enhancement & Resource Allocation Plan
Jessica Sledge Kozloff, PhD, President, Bloomsburg University,
Bloomsburg, PA
Targeting revenue enhancement and resource allocation as a major
strategic initiative has become an increasingly integral part of
strategic plan development for many institutions. Indeed, many say that
in our current environment of higher education, it is essential.
The afternoon and evening are free for team discussions, reflection, exploring the Snowmass/Aspen area.
THURSDAY, JULY 15: 8:00 AM-12:30 PM & 5:30-7:00 PM
1. Changing the college culture to enhance opportunities
Diana Van Der Ploeg, PhD, Superintendent/President, Butte
Community College, Oroville, CA
How to help people see beyond their particular area within the
college to embrace institutional change, to look for partnerships and
new opportunities, and to participate in revenue enhancements and budget
development. A look at moving a college from mostly state supported
funding to a more balanced approach including a comprehensive approach
to positioning the college for the future.
2. Presidents' Forum on Strategic Management Issues in Higher Education: Four presidents discuss their perspectives on key strategic revenue enhancement practices, change and leadership, organizational strategy, competition and effective decision-making and planning.
Strategic Management & Revenue Enhancement
Dr. Arthur Kirk
Strategic Planning: An Integrated Process for Revenue Enhancement
Dr. Jairy Hunter
Entrepreneurial Activities for Revenue Growth
Dr. Jessica Sledge Kozloff
Looking
at the Big Picture – A Team Approach
Dr. Diane Van Der Ploeg
3. The Presidents' Forum - Interactive discussion on key ideas,
insights, and challenges
This session is always a highlight of the Institute. Participants
have an opportunity to address questions and concerns to the presidents'
panel and/or the group.
4. Evening Strategic Insights Workshop:
Continuing discussion of innovations and processes to help create a winning
strategic and revenue enhancement program.
FRIDAY, JULY 16: 8:00-11:30 AM
1. Institute Perspectives on Achieving Strategic Excellence
Presentation includes ideas developed
by participants in the Evening Strategic Insights Workshops and a summary of the
best practices and ideas generated during the course of the Institute.
2. The Finale: Faculty and participants exchange observations and ideas on strategic management topics such as revenue enhancement, competitive strategies, change management, implementation tactics, and success strategies.
3. Institute Wrap-up
2004 ACHIEVING STRATEGIC EXCELLENCE FACULTY
Patti Crane is has served as branding consultant to more than 140 colleges, universities, and independent colleges for the past 28 years and brings a leading-edge, action oriented, perspective to the many marketing seminars she teaches annually. She has earned international recognition for her strategic planning counsel to colleges and universities and as the creator of innovative, transformational branding programs for recruitment and fundraising. Patti has garnered numerous awards for her work and has contributed articles to many publications. The company she founded, Crane MetaMarketing Ltd. delivers research-driven, values based branding and communications programs to a diverse national and international clientele. www.cranesnest.com
Jairy Hunter, Jr., PhD, is president and Professor of Strategic Management at Charleston Southern University in Charleston, SC. For the past 16 years, he has spearheaded a strategic planning process that has resulted in positive growth, effective decision-making, and budgets with significant surpluses. Dr. Hunter previously served as Vice Chancellor for Business and Development at the University of North Carolina at Wilmington and Vice President for Administration at Broward County Community College in Florida. www.csuniv.edu
Richard Ireland is president of The Snowmass Institute in Centennial, CO and a consultant in strategic development and has been working in this specialty for more than 30 years. He is currently involved in a detailed study of the structure and process of strategic planning in higher education. He also served as senior vice president for Corporate Development at the Scripps Institutions of Medicine and Science in La Jolla, CA for six years and Dean of Business at the Central YMCA Community College in Chicago. www.snowinst.com
Arthur Kirk, Jr., EdD, is president of Saint Leo University in Saint Leo, FL. He was previously president of Keuka College in New York for 13 years. At Saint Leo, he is leading a successful strategic management effort that is transforming the university into an integrated, global delivery model for undergraduate/graduate, continuing, and online education through strategic partnerships and high involvement strategic management. (www.saintleo.edu)
Jessica Sledge Kozloff, PhD is president of Bloomsburg
University in Bloomsburg, PA. She previously served as vice president of
student and academic affairs for the State Colleges of Colorado, a
system of four regional campuses. Dr. Kozloff is an active member of the
American Association of State Colleges and Universities and is serving
as chair of the AASCU Committee on Undergraduate Experience. She is
currently in the implementation phase of a strategic plan that includes
revenue enhancement and resource allocation as a major strategic
initiative. www.bloomu.edu
Joseph Merante, PhD, is associate vice president, Academic Affairs
at Loyola Marymount University in Los Angeles, CA. His
work experience and consulting assignments have given him an extensive background in
enrollment management in a variety of college and university settings.
His innovative uses of direct mail, direct marketing, database
management, technology, and organizational paradigms have established
benchmarks across higher education. Dr. Merante is presently working on a
national benchmarking study on the use of technology in recruitment and
financial aid.
Frank Newman, PhD, is director of the Futures Project: Policy for Higher Education in a Changing World and Visiting Professor of Public Policy and Sociology at Brown University in Providence, RI. He has been a leader in higher education for more than 30 years and served as president of the Education Commission of the States and president of the University of Rhode Island. Dr. Newman is the author of several books and paper on higher education. His latest book is The Future of Higher Education: Rhetoric, Reality, and the Risks of the Market, written with Lara Couturier and Jamie Scurry. www.futuresproject.org
Diana Van Der Ploeg, PhD, is president/superintendent, Butte College, Oroville, CA. She previously served as president of Spokane Falls Community College in Spokane, WA and Gateway Community-Technical College in New Haven, CT. She was named one of the top 80 leaders in higher education by the American Association of Higher Education and served as an evaluator for the Northwest Accreditation Association, was on the AACC Commission on International/Intercultural Services and was an educational leader for the colloguium on Service Learning. www.butte.edu
Jim Scannell is president of Scannell & Kurz, Inc. in Pittsford, NY. Over the past 30 years, he has been the chief admissions officer at Boston College, chief enrollment officer at Cornell University and the University of Rochester and consulted at institutions nationwide. Scannell has taught, lectured, and presented frequently at conferences and workshops. His publications include: The Effect of Financial Aid Policies on Admissions and Enrollment (The College Board, 1992) and Shaping the College Experience Outside the Classroom (University of Rochester, 1996). www.scannellkurz.com
2003 PARTICIPANT COMMENTS
The institute was valuable in
gaining perspective on the strengths & constraints different types of
schools face, and how we can use these to our advantage. It was an
invaluable meeting experience.
Erin Bailey, Director, Summer Sessions,
Lewis & Clark College, Portland, OR
It’s a great opportunity to combine work & play. Great information is provided. Teresa Branch, Vice President, Student Affairs, The University of Montana, Missoula, MT.
The institute, using the beauty of the
mountains of Colorado, offers an opportunity to hear presentations from
college presidents and to interact one-on-one with these presenters and
the executive management of the many colleges attending. Attendance at
the Institute will offer attendees many useful ideas for improving the
operations of their colleges.
Guy Carlsen, Director of Planning & Institutional Research, St. Francis
College, Brooklyn, NY
Just as with the Enrollment
Management Institute in 2000, the Achieving Strategic Excellent
Institute has given me time for reflection and helped me develop a
theoretical and practical skills set to help move my institution
forward.
Lourdes
Mangual de Delgado, VP Enrollment Management, Bloomfield College,
Bloomfield, NJ
Bring your senior management
team, for the program provides excellent information and ideas for
enhancing your institution – plus, a format and time to develop
strategies (a product) to take home.
Robert Fenning, Vice President, Admin. &
Finance, Old Dominion University, Norfolk, VA
The schedule
really did allow time for thoughtful reflection & more sustained thought
than we usually have the opportunity to do.
Sue Hammersmith, Provost & Vice Chancellor,
University of Wisconsin, Green Bay, Green Bay, WI
The
Conference had greater value because we attended as a leadership team
and had the opportunity to function as a team. We didn’t have to wait
until getting home to think about implementation strategies. Faculty
presented a range of real examples as well as an opportunity to interact
informally with them and other participants.
Mary Lou Higgerson, Vice President,
Academic Affairs, Baldwin-Wallace College, Berea, OH
Very helpful
and very much worth the time and cost.
Billy Hillyer, President, Faulkner
University, Montgomery, AL
I left with
good ideas and a better understanding of what is going on more recently
in strategic planning. It also reaffirmed my sense of how important it
is to be data driven.
Carol Moore, President, Lyndon State College,
Lyndonville, VT
Structure &
pace of the agenda is excellent. This week ‘achieving strategic
excellence’ moved from a dream to a distinct possibility.
David Morrison, Executive Assistant to the
President, Harrisburg Community College, Harrisburg, PA
Very
stimulating conference for new ideas and ways to bring about positive
change to our institutions.
Robert Parker, Vice President for Financial
Affairs, Houston Baptist University, Houston, TX
This was a
very useful program, especially for a team from a university or
college.
Roseann Runte, President, Old Dominion
University, Norfolk, VA
The
Institute is an excellent way to team build. By hearing what works and
what does not work, we were able to sift through ideas much more
efficiently.
Jane Upshaw, Chancellor, University of
South Carolina, Beaufort, SC
Useful,
thought provoking—positioned me for what is to be, not just for what
is.
Robert Prosser, President, Bethel College,
McKenzie, TN
Worth it.
But next time I would bring a group of five high level decision-makers.
Alexander Zyne, Asst. VP, Business &
Finance, Florida International University, Miami, FL
PARTICIPANT COMMENTS FROM PAST INSTITUTES
Outstanding location, excellent range of ideas that are crucial to
higher education.
Philip Glotzbach, Vice President Academic Affairs
University of Redlands, Redlands, CA
Topics and presenters were well read, current in their fields, and
able to articulate improvement options for all higher education administrators.
David Smith, President
Brewton-Parker College, Mount Vernon, GA
The conference was truly outstanding. The mix of theory, practical
suggestions, and dialogue created an environment where participants
could explore new ideas and their implication for our campus.
Rick Axelson, Assoc Vice President/Program Assessment
Riverside Community College, Riverside, CA
An extremely valuable program for any higher education administrator.
I would encourage anyone to attend.
Randall Cirner, Executive Vice President
Franciscan University, Steubenville, OH
It was an excellent conference. I will encourage my cabinet members
to attend next summer.
Orley Gunderson, EdD, President
Northland Community & Technical College, Thief River Falls, MN
A very useful experience, both from presenters and participants.
Mark Nelson, Asst. to Executive Vice President
University of LaVerne, LaVerne, CA
Beautiful mountain setting in which to immerse oneself in learning
about strategic planning from the country’s best practitioners.
Carol Tulikangas, Vice Pres Academic/Student Affairs
Hennepin Technical College, Eden Prairie, MN
Very professional. Useful content. Great location. Excellent balance
of free time with work.
Todd Vicker, Director Auxiliary Enterprises
Marquette University, Milwaukee, WI
If you want to learn about best practices in strategic management and
enrollment management, go to this Institute.
Lucille Thibodeau, p.m., PhD, President
Rivier College, Nashua, NH
It is a tremendous place to start thinking about refining strategic
plans for your institution. If you are able to attend only one conference
during the academic year, this is the place.
Mazie Brewington, Business & Admin. Services Manager
Laney College, Oakland, CA
Go, before you get too far along in your strategic planning process.
John Habat, JD, Assistant to the President
Youngstown State University, Youngstown, OH
If you want to be an effective leader, you need to attend.
John Crowley, Vice President Univ. Advancement
Florida Gulf Coast University, Fort Myers, FL
An organized week that focuses on its purpose, developing a strategic
plan, and gets the group there. Was delighted to find that most of the
information fit community colleges–not often the case at similar
conferences.
Ken Fitschen, Dean of Academic Affairs
Western Wyoming Community College, Rock Springs, WY
This is a good program. Liked the lectures, evening group sessions,
lodging & amenities.
Wilma Sutton, Executive Assistant to President
Northeastern Illinois University, Chicago, IL
Valuable information in strategic planning for college presidents.
Stephen Woodhouse, President
LDS Business College, Salt Lake City, UT
It’s a great place to study and the hosts are great. More importantly,
the choice of topics and the role play and case study are very valuable
to neophyte planners. The participants are diverse and knowledgeable.
Randall Hill, Institutional Planner
Lincoln University, Jefferson City, MO
Good opportunity to learn about all aspects of strategic management.
Great opportunity to learn from presenters and other participants with
real life experiences.
Diane Paulson, Vice President Finance/Facilities
Hennepin Technical College, Brooklyn Park, MN
28+ YEARS OF PROGRESSIVE EXPERIENCE IN STRATEGIC MANAGEMENT
The Snowmass Institute was founded in 1975 at Snowmass, Colorado, to offer week-long professional development opportunities for college and university executives. The Institute offers pragmatic and leading-edge ideas, a highly experienced faculty with a history of success, high involvement and networking activities among participants, and the opportunity to learn, reflect, and relax in a spectacular mountain setting.
It is our purpose to present the most current ideas, trends, strategies and know-how regarding all aspects of developing a successful strategic management and revenue enhancement program. To maximize experience, many institutions bring a team. After spending a week in Snowmass with faculty and colleagues, you will return to your institution recharged and ready to begin your 2004/2005 academic year with a new portfolio of success strategies, ideas, and tools.
