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Planning and Operations Group

The Planning and Operations Group connects professionals involved in the strategic and operational planning efforts who support the mission of medical schools and academic health systems. Focus areas include strategic planning, facilities management, space planning, business continuity, and institutional effectiveness.

Spotlight

The Planning and Operations Group was established on July 1, 2026. All members of the former Group on Institutional Planning will be enrolled in the new group.

Resources Now Available

Updated Strategic Planning Toolkit (PDF)
The Strategic Planning Toolkit, updated in March 2026, is a timely and comprehensive guide that outlines best practices, core phases, and practical resources to support effective strategic planning in academic medicine.

Hot Topic Discussions: Facilities Planning and Space Management
This page highlights recent and evergreen presentations on key topics from the Facilities Planning and Space Management Committee.

Hot Topic Discussions: Strategic Planning and Management
This webpage summarizes recent and key ongoing presentations from the Strategic Planning and Management Committee.

Recordings Now Available

Best Practices in Strategic Planning 101 Series (login required)
The series, developed in spring of 2026, covers how to build a strong strategic plan, implement it effectively, and track progress through clear metrics and reporting.

Conference/Meeting

This meeting will bring together financial leaders at medical schools, teaching hospitals, academic health systems and centers.  Please note that this meeting was previously called the Principal Business Officers’ Meeting.

The Adolphus Hotel, Dallas, TX
Sept. 16 - 18, 2026
Conference/Meeting

Save the date and join us for this conference!

Hyatt Regency Salt Lake City, Salt Lake City, UT
May 12 - 14, 2027

Connect With Us

Questions? Contact the Planning and Operations Group