Strategic Planning for Higher Education

Presented on:
May 13, 2020 10:00 AM PT
1 hour

A strategic plan, developed with a purpose, can create positive change in your organization. In this on-demand webcast, you’ll learn how to effectively engage your diverse stakeholders, including your board, faculty, staff, students, alumni, the neighboring community, and partner institutions; considerations for making benchmarking meaningful; and the trends and drivers impacting higher education operations today. We’ll also cover how to develop meaningful KPIs and performance dashboards to communicate progress toward your goals.



Colleen Rozillis, Senior Manager, Moss Adams

Colleen has been advising k-12 and higher education, local, state, and tribal governments and not-for-profits on improving their operations and efficiency since 2005. She helps clients assess their organizational and program effectiveness, and assists them with developing and refining their performance and level-of-service measures. Colleen works collaboratively with clients to understand their goals and objectives; develop policies, processes, and tools; and define organizational and programmatic changes to better equip and position them to achieve their goals and objectives. Her areas of expertise include strategic planning, organizational assessment, policy development, performance metric development and reporting, business process reengineering, strategic communications and reporting for decision makers, and best practices benchmarking.

Matt Parsons, Senior Manager, Moss Adams

Matt has practiced public accounting since 2005. He specializes in serving various sectors within the not-for-profit and government industries. His clients include hospitals, health clinics, health plans, higher education institutions, foundations, associations, and certain municipal entities such as transit authorities, cities, and utilities. Matt’s experience includes preparation of financial statements, internal control examinations, and conducting audits in accordance with Government Auditing Standards and Single Audits of federal awards. Matt also provides training on accounting and auditing topics for Moss Adams professionals as well as clients and industry organizations.

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