Facts About Strategic Planning in Canada

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1 Donna S. Finley, BA, B Ed., M.B.A. Presentations Finley, Donna S. Strategic Planning 101. Canadian Association for Laboratory Animal Sciences, Symposium CALAS, Calgary, Canada, June 5, Finley, Donna S. Building Sustainable Organizations in the Non-Profit Sector: The Case of the Calgary Philharmonic Orchestra. Petroleum Accountants Society of Canada, Calgary, Canada, September 20, Finley, Donna S., Alana Gralen and Larry Fichtner. From Bankruptcy to Sustainability: Stakeholder Engagement and Strategic Renewal in a Performing Arts Organization. 34th Annual ARNOVA Conference, Washington D.C., November 18, Rogers, Gayla, and Donna S. Finley. Strategic Planning: A Creative Approach to Social Development Through Capacity Building in International Organizations. 13th International Symposium of the Inter-University Consortium for International Social Development, Recife, Brazil, July 25-29, Finley, Donna S., and Gayla Rogers. Strategic Planning: A Framework for Non-profit Organizations. 33rd Annual ARNOVA Conference, Los Angeles, California, November 19, Finley, Donna S., Overview of Transition: Two Years Later at Calgary French & International School. Calgary Caucus, Calgary, Canada, May 28, Finley, Donna S., Bringing the Music Back to the Soul of Calgary: The Calgary Philharmonic Orchestra - Bankruptcy Protection: How We Got There and What We Did About It. Strategic Leadership Forum, Calgary, Canada, January 14, Finley, Donna S., John Thompson and Larry Fichtner, The Calgary Philharmonic Orchestra: Bankruptcy Protection: How We Got There and What We Did About It. Soundings Conference, Orchestra Canada, Toronto, Canada, June 7, Rogers, Gayla, Donna S. Finley and John R. Galloway, Strategic Planning: A Tool for Citizenship, Inclusion and Participatory Decision-Making in Non-governmental Organizations (NGOs). Conference de l association Internationale des Ecoles de Travail Social, Montpellier, France, July 16, Finley, Donna S., Strategic Planning for Human Service Organizations. Wild Rose Foundation Vitalize 2002 Conference, Calgary, Canada, June 15, Cleveland-Innes, Marti, Claudia Emes and Donna S. Finley, Managing Change in Distance and Higher Education through Strategic Planning: distance and distributed learning as a response to the call for change in higher education. Canadian Association for Distance Learning, North American Regional Conference, Calgary, Canada, May, Finley, Donna S., Calgary French School: A Unique Educational and Community Partnership Model. Calgary Caucus, Calgary, Canada, December 14, Finley, Donna S., Gayla Rogers and Maureen Wilson. Working and Learning Together in New Ways in a University: A case study from a Faculty of Social Work. Researching Work and Learning International Conference, University of Calgary, July 27, Galloway, John, Donna S. Finley and Gayla Rogers. Strategic Planning: A Framework for Social Services Organizations. Alberta College of Social Workers Annual Conference, Calgary, Canada, March 16, D.S. Finley; Presentations, Publications, Seminars and Awards, May

2 Rogers, Gayla, and Donna S. Finley, The Foundation for a Comprehensive University Marketing Strategy: Segmenting Beyond Demographics and GPA. Tenth Symposium for the Marketing of Higher Education, Marketing Strategy Track, American Marketing Association, New Orleans, November 8, Rogers, Gayla, Howard L. Yeager, and Donna S. Finley, Institutional Transformation at the University of Calgary. Presented at the Canadian Society for the Study of Higher Education Conference, St. John's, Newfoundland, June 12-14, Finley, Donna S., Customizing the Change Process for Organizational Renewal. Presented at The Conference Board of Canada Quality Network for Universities meeting, Edmonton, Alberta, May 13, Finley, Donna S., The Planning Experience in the Alberta Gas Transmission Division of NOVA: Catalyst for Change. Edmonton Alberta Chapter of The Planning Forum, October Finley, D.S., Dollars and Sense. Oral submission to the Federal/Provincial Task Force on Student Aid Alma Mater Society Inc., Queen s University, Kingston, Ontario, Finley, D.S., Student Summer Employment Survey, oral submission to the Queen s Board of Trustees. Alma Mater Society Inc., Queen s University, Kingston, Ontario, Finley, D.S., System on the Brink, oral response to the Ontario Council on University Affairs. Alma Mater Society Inc., Queen s University, Kingston, Ontario, Finley, D.S., The Socio-economic Impact of Queen s University of the Kingston Community in 1980, oral submission to the Queen s Board of Trustees. Alma Mater Society Inc., Queen s University, Kingston, Ontario, Publications Academic Journals, Textbooks and Conference Proceedings Rogers, Gayla, Donna S. Finley and Margaret Patterson. Transformation in Higher Education: A Learner-needs Segmentation Leads to Improved Learner Satisfaction. Teaching in Higher Education, Volume 11, Number 4, October Finley, Donna S., Alana Gralen and Larry Fichtner. From Bankruptcy to Sustainability: Stakeholder Engagement and Strategic Renewal in a Performing Arts Organization. International Journal of Arts Management. Volume 9, No. 1, Fall, Finley, Donna S., Alana Gralen and Larry Fichtner. Phoenix in Calgary: How the Calgary Philharmonic survived bankruptcy and moved to a new level of sustainability. Non-Profit Quarterly. Summer, Rogers, Gayla, Donna S. Finley, and John R. Galloway. Strategic Planning in Social Services Organizations: a practical guide (textbook). Canadian Scholars Press Inc., Rogers, Gayla, Donna Finley, and Theresa Kline. Understanding Individual Differences in University Undergraduates: a Learner Needs Segmentation Approach. Innovative Higher Education, Vol. 25, No 3, pp , Spring Finley, Donna S., Gayla Rogers, and John R. Galloway. Beyond the Mission Statement: Alternative Futures for Today's Universities: Journal of Marketing for Higher Education, Vol. 10, No. 4, pp , Rogers, Gayla, and Donna S. Finley, The Foundation for a Comprehensive University Marketing Strategy: Segmenting Beyond Demographics and GPA. Proceedings of the Tenth Symposium for the Marketing of Higher Education, Marketing Strategy Track, American Marketing Association, New Orleans, November D.S. Finley; Presentations, Publications, Seminars and Awards, May

3 Yeager, Howard L., Gayla Rogers, and Donna S. Finley, Institutional Transformation at the University of Calgary. Paper presented at the Canadian Society for the Study of Higher Education Learneds Conference, St. John's, Newfoundland, June, Yeager, Howard L., Gayla Rogers, and Donna Finley, "Meaningful engagement for sustained change: The University of Calgary". In D. Norris & J. Morrison (Eds.), Mobilizing for transformation: How campuses are preparing for the knowledge age. San Francisco, California: Jossey-Bass, 1997, pp Finley, D.S. The Planning Experience in the Alberta Gas Transmission Division of NOVA: Catalyst for Change. Edmonton, Alberta Chapter of the Planning Forum, October Finley, D. The effects of exogenous organic anions on biliary lipid secretion. Queen s Medical Review, Queen s University. Kingston, Ontario, January Seminars Finley, Donna S. Integrated Case Study (HILTI): Understanding the pros and cons of rational management concepts and experience based learning. University of St. Gallen, St. Gallen, Switzerland, July 4, 2006 (invited). Finley, Donna S. and Gayla Rogers. Strategic Planning: A Framework for Non-Profit Boards. Governance Plus Developing Leadership Competencies through Strategic Board Placement. The Calgary Centre for Non-Profit Management, Calgary, Canada, March 23 and November 29, 2006 (invited). Finley, Donna S., The Calgary Philharmonic Orchestra - Bankruptcy Protection: How We Got There and What We Did About It (A Case Study); The Slippery Slope, Regaining Our Footing; Lessons Learned. The Peter F. Drucker and Masatoshi Ito Graduate School of Management, Claremont Graduate University, Claremont, California, March, 2006 (invited). Finley, Donna S. Leadership in Non-Profit Organizations. University of St. Gallen, Switzerland, June 17-25, 2005 (invited). Anheier, Helmut K., Peter Brey, Donna S. Finley and Carsten Siebert. Managing Nonprofits: Challenges and Opportunities. Haniel Foundation Panel. University of St. Gallen, Switzerland, June 23, Finley, Donna S. and Gayla Rogers. Strategic Planning: A Framework for Board Members in Non-Profit Organizations. Governance Plus Developing Leadership Competencies through Strategic Board Placement. The Calgary Centre for Non-Profit Management, Calgary, Canada, April 20 and November 23, 2005 (invited). Finley, Donna S. and Gayla Rogers. Strategic Planning: A Framework for Non-Profit Organizations. Governance Plus Developing Leadership Competencies through Strategic Board Placement. The Calgary Centre for Non-Profit Management, Calgary, Canada, March 24 and December 1, 2004, (invited). Finley, Donna S., The Calgary Philharmonic Orchestra - Bankruptcy Protection: How We Got There and What We Did About It (A Case Study). Haskayne School of Business, University of Calgary, Calgary, Canada, October 29, 2004 (invited). Finley, Donna S. and Gayla Rogers, Strategic Planning in Social Service Organizations. Professional Development Seminar, United Way of Canada, Halifax, Nova Scotia, March, 2002 (invited). Finley, Donna S., Strategic Transformation: Transformation versus Continuous Improvement. University of Calgary, Calgary, Canada, May 20, D.S. Finley; Presentations, Publications, Seminars and Awards, May

4 Finley, Donna S., Introduction to Practical Strategic Planning. Segment of graduate course (EVDS /92), Faculty of Environmental Design, University of Calgary, Calgary, Canada, March, 1997 (invited). McDonnell, Karen, and Donna S. Finley, An Introduction to Marketing. Series of workshops for the Developmental Disabilities Resource Centre of Calgary, Canada. March Finley, Donna S., What s All This Mission/Vision Stuff? Professional Development Seminar, United Way of Calgary and Area, Calgary, Canada, Finley, Donna S. and John Galloway, Do We Measure Up? Framework Partner Inc., Calgary, Canada, Finley, Donna S., What s All This Mission/Vision Stuff? Professional Development Seminar, Data Processing Services Department, Integrated Business Computing Division, City of Calgary, Calgary, Canada, May Awards Board dedicated award: The Donna S. Finley Student Award for Excellence in Leadership. Calgary French & International School, annually awarded to a student in Grade 12, commencing in June Nominated by Calgary International Language Foundation for The City of Calgary Community Achievement Awards (for Education), March Nominated by Calgary French & International School for The Conference Board of Canada's Global Best Award for Partnerships in Business and Education, March 15, Award of Distinction in the 2003 National Post Awards for Business in the Arts, in the category of Best Arts/Entrepreneur Partnership (for work conducted with the Calgary Philharmonic Orchestra), The Council for Business and the Arts in Canada, October Canadian Foundation for the Study of Liver Diseases, research grant, University of Calgary, Videos Finley, Donna S. (producer), Looking Towards the Next 30 Years. Prepared for the University of Calgary, (8 minutes and 12 minutes), November, Publications Major Contributor Alma Mater Society Inc., Long Range Planning for the Ontario Federation of Students. Queen s University, Kingston, Ontario, Alma Mater Society Inc., Not Offered in , cutbacks in post-secondary education. Queen s University, Kingston, Ontario, Alma Mater Society Inc., Dollars and Sense, Submission to the Federal/Provincial Task Force on Student Aid. Queen s University, Kingston, Ontario, Alma Mater Society Inc., Social Responsibility, submission to the Queen s Board of Trustees. Queen s University, Kingston, Ontario, D.S. Finley; Presentations, Publications, Seminars and Awards, May

5 Alma Mater Society Inc., Student Summer Employment Survey, submission to the Queen s Board of Trustees. Queen s University, Kingston, Ontario, Alma Mater Society Inc., System on the Brink, response to the Ontario Council on University Affairs. Queen s University, Kingston, Ontario, Alma Mater Society Inc., The Socio-economic Impact of Queen s University of the Kingston Community in 1980, submission to the Queen s Board of Trustees. Queen s University, Kingston, Ontario, Publications Business Articles Finley, D.S., Environmental legislation impacts Novacor, Encore, Novacor Chemicals Ltd., December 1985, p.1. Finley, D.S., Freer trade: approaching the imminent decision, Encore, Novacor Chemicals Ltd., October 1985, p.1. Finley, D.S., Freer trade: the implications for Canada and the petrochemical industry, Novaline, Summer Finley, D.S., Free trade: a major issue, Encore, Novacor Chemicals Ltd., April 1985, p.1. Finley, D.S., Free trade, Encore, Novacor Chemicals Ltd., March 1985, p.1. Finley, D.S., Occupational Medicine: NOVACTION project, NOVA, An Alberta Corporation. April Finley, D.S., Acid Rain. NOVA: An Alberta Corporation, Occupational Health and Safety, May Finley, D.S., Statistical Analysis of the NOVACTION Survey, NOVA, An Alberta Corporation. April Acknowledgements Jaeger, Urs, Drucker on Change: A comparison between Western and Asian change management styles. University of St. Gallen, Switzerland. January 2006 (special acknowledgment to Donna Finley). Eakin, Joan M., Carolyn Gotay, Alfred W. Rademaker, and John Cowell, Factors associated with enrolment in an employee fitness centre, Journal of Occupational Medicine, Vol. 30, No. 8, August 1988 (special acknowledgment to Donna Finley). D.S. Finley; Presentations, Publications, Seminars and Awards, May