Financial and academic administrators charged with strategic planning, personnel management, and fiscal/resource management, as well as those who seek information on the types of financial and personnel incentives included in an incentivized retirement plan.

Note: This training provides an administrator’s perspective and may not be appropriate for faculty and faculty development professionals.

• Cedar Crest Process Case Study
  • Strategic review process snapshot
  • Analysis, design, evaluation and communication
  • Impact and provost considerations
• Applying this process to your campus
  • Analyze: financial, demographics, cost/benefit
  • Design: creating multiple options and understanding impact
  • Evaluate: cost, eligibility, impact, and morale
  • Communicate: inclusive strategies and messaging
• Ongoing monitoring, feedback and support

Included with your registration are a number of additional resources to help your faculty retirement initiative, including:

• Staffing survey
• Eligible employees chart to help track eligibility
• Samples of Cedar Crest College’s plan
• Examples of forms and agreements
• Plan announcement memo

Our expert will walk you through the impact of an ongoing incentivized retirement plan validated over the last eight years. You will learn strategies that enhance the transition process for both the outgoing and incoming faculty/staff.