Faculty Member

Carmin Chan, Vice Provost, Northern Arizona University Online

Cost

Members: $459.00

Non-Members: $599.00

Description

What are the processes for identifying opportunities, developing evidence, determining goals, defining key milestones, establishing accountability, and measuring outcomes? How do you engage others in these processes? This course explores how strategy combines analysis and action.  Learning, planning, implementing, and reassessing permeate all levels of professional, continuing, and online education -- more so perhaps than in any other area of higher education. 

Topics Covered

• Approaches to planning and innovation 
• The impact of shared governance on decision-making
• Moving strategically toward the future
• The impact of data on decision-making 
• Evaluating Success 

Learning Objectives

• Recognize the impact of strategy, leadership, and implementation on an institution.
• Develop strategies that reflect effective approaches to internal and external constituents in the approach of a problem or innovation.
• Develop strategies for maintaining the role of being a learner in strategy for the future.
• Evaluate strategies for change and innovation.

Who should take this course? 

This four week course is designed for both those who are new to online and professional education as well as those who have significant experience (3-5 years and beyond) who want to learn more about strategic planning, innovation, and decision-making. Over this four week course, participants will outline a problem they are facing and develop a change template that they can immediately apply to the challenges they are facing day to day. 

Format and Schedule

This is a four week course consisting of about five hours of weekly course work made up of readings, asynchronous activities, and a weekly one hour live class meeting via Zoom. Attendance in the live class is strongly encouraged. Schedule for live meetings will be shared soon. 

See what past participants have said about this course

"This course is an exceptional resource for developing the skills you need to plan and implement a project or initiative within your organization. The step-by-step process and feedback are motivating and will help you develop a template and process to use at any point in your PCOE journey." 

-Allison Shaw, Research Analyst Sacramento State University 

"The class delivers completely on its objectives."

"Vickie's feedback was insightful, engaging, and challenging. She has an incredible personality and I loved learning from her and hearing how she engaged everyone in live sessions and in course feedback. An exception leader in PCO and a wonderful instructor for this course."

"I truly enjoyed this course as well as the assistance and confidence it provided me in creating the policy and procedure manual for my department."

"I would highly recommend this course to ALL campus leaders, even if not necessarily engaged with PCO education."

"The readings and activities were excellent and extremely relevant to the work I am doing."

"Dr. Cook was great. She made sure every voice was heard and kept the discussion lively."

"Vickie was great and I learned a lot from her. I would love to take a leadership course from her. I appreciated how she was able to engage us during our live session."

"Vickie was super - very knowledgeable, very responsive to questions, provided clear and useful feedback on assignments, and did a good job facilitating the live sessions."

Faculty Member

Dr. Vickie Cook

Cost

Members: $459.00

Non-Members: $599.00

Description

What are the processes for identifying opportunities, developing evidence, determining goals, defining key milestones, establishing accountability, and measuring outcomes? How do you engage others in these processes? This course explores how strategy combines analysis and action.  Learning, planning, implementing, and reassessing permeate all levels of professional, continuing, and online education -- more so perhaps than in any other area of higher education. 

Topics Covered

• Approaches to planning and innovation 
• The impact of shared governance on decision-making
• Moving strategically toward the future
• The impact of data on decision-making 
• Evaluating Success 

Learning Objectives

• Recognize the impact of strategy, leadership, and implementation on an institution.
• Develop strategies that reflect effective approaches to internal and external constituents in the approach of a problem or innovation.
• Develop strategies for maintaining the role of being a learner in strategy for the future.
• Evaluate strategies for change and innovation.

Who should take this course? 

This four week course is designed for both the new PCO professional as well as those who have significant experience (3-5 years and beyond) who want to learn more about strategic planning, innovation, and decision-making. Over this four week course, participants will outline a problem they are facing and develop a change template that they can immediately apply to the challenges they are facing day to day. 

Format and Schedule

This is a four week course consisting of about five hours of weekly course work made up of readings, asynchronous activities, and a weekly one hour live class meeting via Zoom. Attendance in the live class is strongly encouraged. The class will met on the following schedule: 

• January 11 4:00 p.m. CT
• January 18 4:00 p.m. CT
• January 25 4:00 p.m. CT
• February 1 4:00 p.m. CT

See what past participants have said about this course

"This course is an exceptional resource for developing the skills you need to plan and implement a project or initiative within your organization. The step-by-step process and feedback are motivating and will help you develop a template and process to use at any point in your PCOE journey." 

-Allison Shaw, Research Analyst Sacramento State University 

"The class delivers completely on its objectives."

"Vickie's feedback was insightful, engaging, and challenging. She has an incredible personality and I loved learning from her and hearing how she engaged everyone in live sessions and in course feedback. An exception leader in PCO and a wonderful instructor for this course."

"I truly enjoyed this course as well as the assistance and confidence it provided me in creating the policy and procedure manual for my department."

"I would highly recommend this course to ALL campus leaders, even if not necessarily engaged with PCO education."

"The readings and activities were excellent and extremely relevant to the work I am doing."

"Dr. Cook was great. She made sure every voice was heard and kept the discussion lively."

"Vickie was great and I learned a lot from her. I would love to take a leadership course from her. I appreciated how she was able to engage us during our live session."

"Vickie was super - very knowledgeable, very responsive to questions, provided clear and useful feedback on assignments, and did a good job facilitating the live sessions."

Faculty Member

Dr. Vickie Cook

Cost

Members: $459.00

Non-Members: $599.00

Description

What are the processes for identifying opportunities, developing evidence, determining goals, defining key milestones, establishing accountability, and measuring outcomes? How do you engage others in these processes? This course explores how strategy combines analysis and action.  Learning, planning, implementing, and reassessing permeate all levels of professional, continuing, and online education -- more so perhaps than in any other area of higher education. 

Topics Covered

• Approaches to planning and innovation 
• The impact of shared governance on decision-making
• Moving strategically toward the future
• The impact of data on decision-making 
• Evaluating Success 

Learning Objectives

• Recognize the impact of strategy, leadership, and implementation on an institution.
• Develop strategies that reflect effective approaches to internal and external constituents in the approach of a problem or innovation.
• Develop strategies for maintaining the role of being a learner in strategy for the future.
• Evaluate strategies for change and innovation.

Who should take this course? 

This four week course is designed for both the new PCO professional as well as those who have significant experience (3-5 years and beyond) who want to learn more about strategic planning, innovation, and decision-making. Over this four week course, participants will outline a problem they are facing and develop a change template that they can immediately apply to the challenges they are facing day to day. 

Format and Schedule

This is a four week course consisting of about five hours of weekly course work made up of readings, asynchronous activities, and a weekly one hour live class meeting via Zoom. Attendance in the live class is strongly encouraged. Schedule for live meetings will be: 

• Wednesday 9/27 at 4:30 PM ET 
• Wednesday 10/4 at 4:30 PM ET 
• Wednesday 10/11 at 4:30 PM ET 
• Wednesday 10/18 at 4:30 PM ET 
• Wednesday 10/25 at 4:30 PM ET 

See what past participants have said about this course

"This course is an exceptional resource for developing the skills you need to plan and implement a project or initiative within your organization. The step-by-step process and feedback are motivating and will help you develop a template and process to use at any point in your PCOE journey." 

-Allison Shaw, Research Analyst Sacramento State University 

"The class delivers completely on its objectives."

"Vickie's feedback was insightful, engaging, and challenging. She has an incredible personality and I loved learning from her and hearing how she engaged everyone in live sessions and in course feedback. An exception leader in PCO and a wonderful instructor for this course."

"I truly enjoyed this course as well as the assistance and confidence it provided me in creating the policy and procedure manual for my department."

"I would highly recommend this course to ALL campus leaders, even if not necessarily engaged with PCO education."

"The readings and activities were excellent and extremely relevant to the work I am doing."

"Dr. Cook was great. She made sure every voice was heard and kept the discussion lively."

"Vickie was great and I learned a lot from her. I would love to take a leadership course from her. I appreciated how she was able to engage us during our live session."

"Vickie was super - very knowledgeable, very responsive to questions, provided clear and useful feedback on assignments, and did a good job facilitating the live sessions."

Faculty Member 

Angie Kamath, Dean at NYU School of Professional Studies

Cost

Members: $459.00

Non-Members: $599.00

Description: 

This course will explore pragmatic approaches to the opportunities and considerations for online and professional continuing education units in developing and implementing programming, specifically focused on meeting the diversity, equity and inclusion goals of their institutions and communities. We will take a comparative and national perspective on underserved populations and ways their higher education needs can be addressed. Higher education institutions play a critical role at the nexus of career exploration, upskilling, apprenticeship, and credentialing needs of communities through online and professional continuing education. We will examine the role that online and professional continuing education units and their faculty and staff play in creating initiatives  that serve a double bottom line. Students will share their unique perspectives and learn from one another on  program design, marketing, content strategy, and partner engagement. 

Topics Covered

• Determining key priorities and metrics to align equity and inclusion goals of the academic institution with online and professional continuing education strategy
• Maximizing community and stakeholder engagement in planning and identifying opportunities
• Developing research strategies on target market and potential student demographics
• Balancing revenue pressures with mission
• Communicating successes thoughtfully and inclusively 

 Learning Objectives

• Assess social/community perspectives important and unique to learners’ institutions  
• Assess, develop, and build programs responsive to underrepresented groups and their education/training needs
• Develop plans for student outreach and educational experiences sensitive to costs, scheduling flexibility, and accessibility
• Identify implementation strategies for online and professional continuing education units for managing a diverse classroom, student orientation and advising, communications, fundraising, and partnerships.

Who should take this course? 

This course is designed for early-to-mid career higher education administrators, particularly those in professional, continuing, and online education units who seek a deeper understanding of  the responsibilities and opportunities to diversify an online and professional continuing education enterprise and programs for students of all ages. 

Format and Schedule

This is a five-week course consisting of approximately five hours of weekly coursework made up of readings, asynchronous activities, and a weekly one hour live class meeting via Zoom. Meeting times will be shared soon. 

Faculty Member

Michael Jones 

Cost

Members: $459.00

Non-Members: $599.00

Description

How do those in online and professional continuing education analyze opportunities, project revenue and expenses, identify prudent ways to manage resources, monitor cash flow, and mitigate financial disaster? How do you measure success and respond to failure, reallocate resources, and determine new investment opportunities? Those in online and professional continuing education often operate as a stand-alone business by relying on revenue to support operating costs, and depending on forecasting, cash flow, and agile pivoting to new strategies.

Topics Covered

• Resource Allocation and Budgeting Basics
• Forecasting 
• Creating a Program Business Plan 
• Evaluating Partnerships 

Learning Objectives

• Differentiate between resource allocation and resource generation budgeting and analyze the implications for online and professional continuing education organizations
• Create a course budget and financial statement
• Create alternative future scenarios
• Understand and evaluate opportunity costs
• Distinguish between development and delivery costs and understand amortization
• Articulate the value proposition of both partners of the partnership
• Anticipate and mitigate the common barriers in forming partnerships

Who should take this course? 

This course is designed for learners at various professional levels, particularly those who have some experience in online and professional continuing education education administration who seek to learn more about financial forecasting and creating budgets at the course, program, and departmental level. 

Format and Schedule

This is a five week course consisting of about five hours of weekly course work made up of readings, asynchronous activities, and a weekly one-hour live class meeting on Wednesdays at 3:00 PM ET via Zoom beginning May 15.

See what past participants have said about this course 

"I greatly appreciate all the resources you provided in our course: the readings, lectures, and discussion prompts were excellent."

"Dr. Matkin was welcoming to all participants. He was intentional about using our names and making connections between what we had each written or said the prior week with our contributions this week. Most importantly, he met each of us "where we are," whether a PCO leader who is very comfortable with budgets or a leader who is new to the financial aspects of their role. I appreciated the respect he demonstrated to each of us by doing so."

"The examples of budgets and program planning were so beneficial to me. The readings for course budgeting were insightful and helpful too!"

"Overall, this course was exceptionally run and the material was relevant to the struggles we're facing right now. I speak for my colleagues in saying that we enjoyed this course so much, we are sending 3 additional people to the course."

"Gary is so knowledgeable about this field and provided valuable practical tools and templates. The course was focused, with clear learning objectives and assignments that aligned to those objectives."

"I have been asking for this the contents of this very course for 5 years and couldn't find anything remotely relevant. Thank you for this! His book is now my bible."

"Gary was incredibly knowledgeable and could address every facet of developing a PCO."

"I will be sending my program leads to this class next time around in February."

"I thought the content was very good. I learned some new things and validated my thinking on others."

"A wealth of knowledge. His book is a great tool to keep. Resources provided were top notch. Answered all questions."

Faculty Member

Dr. Gary Matkin

Cost

Members: $459.00

Non-Members: $599.00

Description

How do those in professional, continuing, and online education analyze opportunities, project revenue and expenses, identify prudent ways to manage resources, monitor cash flow, and mitigate financial disaster? How do you measure success and respond to failure, reallocate resources, and determine new investment opportunities? Those in PCO often operate as a stand-alone business by relying on revenue to support operating costs, and depending on forecasting, cash flow, and agile pivoting to new strategies.

Topics Covered

• Resource Allocation and Budgeting Basics
• Forecasting 
• Creating a Program Business Plan 
• Evaluating Partnerships 

Learning Objectives

• Differentiate between resource allocation and resource generation budgeting and analyze the implications for CE organizations
• Create a course budget and financial statement
• Create alternative future scenarios
• Understand and evaluate opportunity costs
• Distinguish between development and delivery costs and understand amortization
• Articulate the value proposition of both partners of the partnership
• Anticipate and mitigate the common barriers in forming partnerships

Who should take this course? 

This course is designed for learners at various professional levels, particularly those who have some experience in PCO education administration who seek to learn more about financial forecasting and creating budgets at the course, program, and departmental level. 

Format and Schedule

This is a four week course consisting of about five hours of weekly course work made up of readings, asynchronous activities, and a weekly one hour live class meeting via Zoom. The schedule for the weekly meetings will be: 

• Wednesday 9/27 at 2:30 PM ET 
• Wednesday 10/4 at 2:30 PM ET 
• Wednesday 10/11 at 2:30 PM ET 
• Wednesday 10/18 at 2:30 PM ET 
• Wednesday 10/25 at 2:30 PM ET 

See what past participants have said about this course 

"I greatly appreciate all the resources you provided in our course: the readings, lectures, and discussion prompts were excellent."

"Dr. Matkin was welcoming to all participants. He was intentional about using our names and making connections between what we had each written or said the prior week with our contributions this week. Most importantly, he met each of us "where we are," whether a PCO leader who is very comfortable with budgets or a leader who is new to the financial aspects of their role. I appreciated the respect he demonstrated to each of us by doing so."

"The examples of budgets and program planning were so beneficial to me. The readings for course budgeting were insightful and helpful too!"

"Overall, this course was exceptionally run and the material was relevant to the struggles we're facing right now. I speak for my colleagues in saying that we enjoyed this course so much, we are sending 3 additional people to the course."

"Gary is so knowledgeable about this field and provided valuable practical tools and templates. The course was focused, with clear learning objectives and assignments that aligned to those objectives."

"I have been asking for this the contents of this very course for 5 years and couldn't find anything remotely relevant. Thank you for this! His book is now my bible."

"Gary was incredibly knowledgeable and could address every facet of developing a PCO."

"I will be sending my program leads to this class next time around in February."

"I thought the content was very good. I learned some new things and validated my thinking on others."

"A wealth of knowledge. His book is a great tool to keep. Resources provided were top notch. Answered all questions."

Faculty Member 

Stephanie Platteter, Executive Director of Marketing and Enrollment Management, University of Minnesota College of Continuing & Professional Studies 

Cost 

UPCEA Members: $459

Non-Members: $599

Course Description

Enrollment management begins when a prospective student inquires and continues to when they are successfully enrolled. It includes all that we do, or should do, as institutions to help prospective students along this journey and to achieve our enrollment goals. This course reviews the steps in the student enrollment journey and analyzes the important activities necessary at each stage including responding to inquiries, admitting new students, staying in touch before the program begins, and onboarding new students to help them anticipate and adjust to their new program. This course will delve into the professional opportunity and responsibility we have to generate new enrollments for our institutions including building the human and technology infrastructure to support the student journey; communication strategies; and the measurement, oversight, and accountability necessary to ensure a seamless and successful process. We will examine enrollment management in both credit-bearing and noncredit programs and across the spectrum of online and continuing professional education strategies, structures, and practices.

*This course picks up the enrollment management process after initial inquiry.

Course Objectives

• Identifies, recruits, and retains students in online and professional continuing education programs
  • Students will understand the stages of the enrollment funnel 
• Engages in evidence-based decision-making which often requires collaboration and consensus building
  • Students can identify key enrollment metrics, understand how to interpret them, and consider strategies to address them
• Possesses functional and operational knowledge of information management and digital technology in the support of the online and professional continuing ed enterprise
  • Students will understand the role of technology in managing the funnel and the various systems employed in the process.
• Manages overall operational resources (people, space, and money) for the purposes of achieving optimal organizational performance
  • Students will have an understanding the roles related to enrollment management and of the pros and cons of various organizational models and resource options

Faculty Member

TBA

Cost

Members: $459.00

Non-Members: $599.00

Description

How are new and changing markets identified? How are programs - in both content and format - developed to meet the needs of learners? How can data analysis help shape ongoing understanding of markets? This course will explore the processes and operations that convert markets into enrollments.

Topics Covered

• Understanding markets in a higher education environment
• Understanding markets and research 
• Online and professional continuing education marketing in the modern world

Learning Objectives

• Identify and contrast how decisions are made regarding program marketing
• Understand the tools of market research in the new program development process
• Walk through scenarios of how information can help enhance the program development and marketing process
• Gain an understanding of online and professional continuing education marketing structure
• Integrate information into marketing for a new generation.

Who should take this course? 

This course is designed for early and mid-career online and professional continuing education professionals, especially those who work in program development, marketing, and enrollment management who seek practical and applicable knowledge on the best ways to market their programs and understand online and professional continuing education marketing in the modern world. 

Format and Schedule

This is a five week course consisting of about five hours of weekly course work made up of readings, asynchronous activities, and a weekly one hour live class meeting via Zoom. The schedule for the weekly meetings will be shared soon. 

See what past participants have said about this course: 

"The "Markets, Marketing, and Managing the Cycle from Prospects to Learners" course was extremely informative and directly helpful in my own program planning. Anyone involved in overseeing a continuing education and professional programs unit will benefit by the readings and group discussions. The resources are great and may produce innovative ideas on how you can improve continuing education at your institution." James McGowan, Adelphi University

"The content of the course is so vital to the success of PCO units."

"The course provided great context for the challenges I am facing in my day-to-day work. I learned from the assignments and stories that peers shared in the course. I also realized what a shared challenge it is to be an effective, data-driven marketer in this evolving continuing education market." Jennifer Pittman, Interim Marketing Director, UCSC Silicon Valley Extension

"Whether you're new to marketing and managing the funnel or a seasoned pro, this course will provide you with new perspectives and allow you to build relationships with peers across the industry that will help advance your work, your institution, and the field."

"This was a great course. Well structured and very informative."

"Jim provided tremendous resources for a grounding in market research. The reports were very helpful for learning."

"Both the content and the interactions with other learners in this course helped me get a much better understanding of the PCO world and also challenged me to think about marketing in a more data driven way than I already did."

"Jim seems absolutely expert. He is great at facilitating group discussions and I feel lucky to have had such a wonderful teacher."

"Jim has a great wealth of knowledge and appreciate the expertise he shared with us in this courses, both during the live session as well as in the selection of readings and guest interviews."

"I really enjoyed the variety of learning through videos, content to read, presentations, and group work. I thought it was well organized and instructions were clearly defined. I think my favorite parts were learning from some the guest speaker videos. There was plenty of variety in the content that was very relevant to what I was hoping to receive."

"I really do appreciate Jim's hands-on experience, his research, and his style. He engaged us across a very varied background."

"I absolutely loved what I got from this course. The readings and other references like past UPCEA conference presentations were extremely valuable to me! The assignment was challenging and has got me thinking about research for program development in a whole new way!"

"Jim is clearly an industry leader."

"A genius in this area! I really do appreciate his hands-on experience, his research, and his style. He engaged us across a very varied background."

"I thought it was a great course all around - certainly for my needs. While I am very familiar with the marketing of continuing education and professional development, I was not as familiar with the PCO world. Both the content and the interactions with other learners in this course helped me get a much better understanding of the PCO world and also challenged me to think about marketing in a more data driven way than I already did."

Faculty Member

Dr. Amy Heitzman

Cost

Members: $459.00

Non-Members: $599.00

Description

What are the various ways universities organize and empower their units for online and professional continuing education?  What are some unique features and approaches within these entities, particularly in how they address the educational needs of adult learners? This course provides a broad understanding of the variety of roles and models for online and professional continuing education across the academic landscape -- and the issues and opportunities they face. This course also looks at internal organizational structures, skill sets, and staffing, and discusses professionalism and the role that UPCEA plays in networking and educating those in this domain.

Topics Covered

• Benefits and challenges of various online and professional continuing education models
• The history of continuing education  
• Analyzing online education at your institution
• Federal regulations and accreditation 

Learning Objectives

• Differentiate between different structures and reporting homes for units of professional and continuing education.
• Identify and discuss the benefits and challenges of various models.
• Reflect on the history of continuing education.
• Identify key considerations for developing new programs.
• Identify internal and external regulators in higher education.
• Recognize the direct causal connections between federal regulations, accreditation, and institutional culture.

Who should take this course?

This course is designed for new and mid-career higher education professionals who seek a deeper understanding of the history of online and professional continuing education and it's place within the higher education landscape. 

Format and Schedule

This is a five-week course consisting of about five hours of weekly course work made up of readings, asynchronous activities, and a weekly one-hour live class meeting via Zoom, Tuesdays at 2:00 PM ET. 

Faculty Member 

Angie Kamath, Dean at NYU School of Professional Studies

Cost

Members: $459.00

Non-Members: $599.00

Description: 

This course will explore pragmatic approaches to the opportunities and considerations for PCO units in developing and implementing programming, specifically focused on meeting the diversity, equity and inclusion goals of their institutions and communities. We will take a comparative and national perspective on underserved populations and ways their higher education needs can be addressed. Higher education institutions play a critical role at the nexus of career exploration, upskilling, apprenticeship, and credentialing needs of communities through professional, continuing, and online education. We will examine the role that PCO units and their faculty and staff play in creating initiatives  that serve a double bottom line. Students will share their unique perspectives and learn from one another on  program design, marketing, content strategy, and partner engagement. 

Topics Covered

• Determining key priorities and metrics to align equity and inclusion goals of the academic institution with PCO strategy
• Maximizing community and stakeholder engagement in planning and identifying opportunities
• Developing research strategies on target market and potential student demographics
• Balancing revenue pressures with mission
• Communicating successes thoughtfully and inclusively 

 Learning Objectives

• Assess social/community perspectives important and unique to learners’ institutions  
• Assess, develop, and build programs responsive to underrepresented groups and their education/training needs
• Develop plans for student outreach and educational experiences sensitive to costs, scheduling flexibility, and accessibility
• Identify implementation strategies for PCO units for managing a diverse classroom, student orientation and advising, communications, fundraising, and partnerships.

Who should take this course? 

This course is designed for early-to-mid career higher education administrators, particularly those in professional, continuing, and online education units who seek a deeper understanding of  the responsibilities and opportunities to diversify a PCO enterprise and programs for students of all ages. 

Format and Schedule

This is a four week course consisting of approximately five hours of weekly coursework made up of readings, asynchronous activities, and a weekly one hour live class meeting via Zoom. Meetings will be on Wednesday afternoons from 2:00-3:00 ET. The first meeting will be Wednesday November 8, 2023 at 2:00PM ET.