Professional Development Plan

Year 1 Year 2 Year 3

Strategic Planning -Review literature around -Find a mid-level or -Begin to identify

strategic planning; Read senior-level mentor who components within team
organizational, has strong skills in and organization that are
departmental, and strategic planning. Set up missing from each
institutional strategic recurring meetings to respective strategic plan.
plans to gain perspective discuss the skills and Ideate ways to
on the different organization needed to be incorporate these
components. successful in strategic components into the plan
planning and writing and how to present these
-See what opportunities documents around it. to supervisors and other
exist within my relevant personnel.
department, college, and -Participante in team and
institution to gain organizational sessions -Start leading team and
exposure and develop around strategic planning. organizational sessions
skills. Establish values, set around strategic planning.
long-term goals, identify Establish values, set
-Research what stakeholders needed for long-term goals, identify
opportunities exist within collaboration, predict stakeholders needed for
professional organizations barriers/obstacles, collaboration, predict
to assist in strategic develop a means for barriers/obstacles,
planning. accountability. develop a means for
accountability.
 Year 1 Year 2 Year 3

Budgeting and Finance -Begin assisting with -Ask for more managerial -Manage part or all
purchasing and budgeting opportunities for aspects of a program or
conversations with the budgeting and finances, team budget. Know how
team or department I such as student employee to create and develop
belong to. Ask to take on hiring and payroll, budgets from scratch.
related tasks from program budget
supervisor when given reconciliation, etc. -Attend any courses or
the opportunity. meetings that serve to
Incorporate budget and -Work with supervisor to refresh or expand
finances into create new budgets for knowledge when it
conversations or new programs, staff comes to budgeting and
meetings with supervisor hirings, etc. finances.

-Attend conference -Develop expertise in -Lead meetings around

sessions that focus on budgeting and finance budget and finances with
budget management and software within and team and other relevant
finances of an outside of organization, stakeholders.
organization. such as Workday,
Paycom, Quickbooks,
-Participate in any etc.
educational modules or
webinars at institution
around budgeting,
purchasing, or financing.
 Year 1 Year 2 Year 3

Fundraising and Donor -Research what, if any, -If possible, ask -Ask to assist or lead any
Relations aspects of office and supervisor if you can meetings around new
department are begin to be a part of donors or sponsors for
donor-funded and meetings with donors or programs, events,
supported. If singular sponsors to see what the initiatives, and facilities
donors, do research on relationship management
them specifically and try process looks like.
to meet them if/when
they ever visit. If -Attend any webinars,
crowdfunding, do coalitions, or
research to be familiar presentations within
with previous campaigns. ACPA or NASPA around
Know how many donors, fundraising and donor
from what state/region, relations.
average gift cost, age of
donors, etc.

-Maintain professional
connections within
advancement space and
be willing to reach out
about learning more
about the donor giving
and relationship process.
 Year 1 Year 2 Year 3

Marketing and Branding -Learn marketing and -Research professional -Lead meetings that work
branding development to establish new branding
policies/guidelines for opportunities that exist and/or marketing
new institution, within the institution or strategies for the team or
organization, and team, if outside of the institution for specific programs
they currently exist. that specifically focus on within the office
branding and brand
-Go through formal strategies.
Canva training if offered
online or through -Become familiar with
institution. marketing and branding
software outside of
-Find any institutional Canva that can be useful
offerings that focus on to the team or
marketing content and organization, including
strategies for improving mailchimp, photoshop,
marketing towards advertising tools, and
students and other website/content
stakeholders. management tools.
 Year 1 Year 2 Year 3

Teaching -Continue work in -Research what adjunct -If not already able to
curriculum development teaching opportunities teach a formal course,
and facilitation when exist at your institution research and identify
possible. Become more within your areas of curriculum gaps that may
and more comfortable in “expertise”. Assess exist at current institution
front of a classroom, whether you are qualified in areas of expertise,
managing conversation, or not, and if not what specifically leadership
and connecting content to experiences, skills, or development. Draft or
learning outcomes. certificates are needed to propose a course addition
be qualified. that addresses gaps in
-Keep developing curriculum for students
knowledge areas of -Participate in any and addresses learning
expertise within out-of-institution needs.
leadership development opportunities that certify
through reading of or bolster expertise
literature, attending within leadership
conference sessions, development (ex:
joining webinars, etc. CliftonStrengths coach).

-Build relationships with -Identify any “informal”

faculty who may work teaching opportunities
closely with department that may exist within
or team. Use them as a organization or at
resource to fully institution that align with
understand what goes professional interests and
into teaching a course goals.
from start to finish.

-Emphasize to supervisor
interest in teaching,
should the opportunity
arise.