Strategic Planning (Nov 07-08)

WEI's Strategic Planning program provides a forum for members responsible for their companies strategic plan to come together to discuss opportunities and threats, alternate business models, and tools and techniques for getting leadership to engage in strategic issues. This semiannual forum provides a collaborative space for members to share best practices and current issues and to gain an enhanced perspective of strategic issues around the region.

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General Details

  • Program Location
  • Western Energy Institute Facilities
  • 1001 SW 5th Ave, Suite 325
    Portland, Oregon 97204
  • Who Should Attend
  • Directors and Sr. Managers responsible for Strategic Planning.

  • Registration Options
  • Member: $349 USD

    Registration includes materials, hosted dinner on Tuesday, breakfast and lunch on Wednesday, and refreshments throughout the program.

  • General Cancellation Policy
  • Due to contractual obligations, cancellations received 15 business days prior to the program will receive a full refund. Cancellations received 6 to 14 business days prior to the event will receive a refund, less a $100 administrative fee. No shows and last minute cancellations, 5 business days prior to the event or less, will be responsible for the full registration fee. Substitutions from your organization for the same event are always welcome.
  • Participation Policy
  • Western Energy Institute programs and events are open to energy companies (including gas production and electric generation, gas and electric transmission and gas and electric distribution utilities). Select programs and events are open to energy industry product and service suppliers. Programs and events are closed to all media representatives and to the general public.
  • For more information contact Kevin Sullivan, Director of Member Engagement at (971) 255-4973.


Tuesday, November 7, 2017

1:00 PM - 2:00 PM

Welcome and Introductions

A welcome to the first Strategic Planning program followed by introductions. Attendees are encouraged to share their name, company overview, and general role within the organization.

2:00 PM - 2:30 PM

Opening Keynote

2:30 PM - 3:00 PM

Networking Break

3:00 PM - 5:00 PM

Strategic Planning External Analysis

We will discuss major industry trends, the challenges and opportunities that they present, and some the key changes in the industry with technology, policy/regulation, and customers.

6:00 PM - 8:00 PM

Hosted Networking Dinner

Wednesday, November 8, 2017

8:00 AM - 8:30 AM

Hosted Breakfast at WEI

8:30 AM - 10:30 AM

Strategic Planning Internal Analysis

A look at different tools used, indicators/metrics, communication formats, management engagement challenges, deliverables, resources, and organizational structure.

10:30 AM - 11:00 AM

Networking Break

11:00 AM - 12:00 PM

Employee Engagement

A discussion around human development, culture shift, and best practices to engage employees in these important strategic issues.

12:00 PM - 1:00 PM

Networking Lunch and Wrap Up Discussions

Hotel + Travel

  • Reservation Instructions
  • Please call the hotel directly at 503-223-2100 and mention that you are with Western Energy Institute to receive a special rate of $179 plus taxes.