This workshop will address the needs of new and existing managers to grow their skillsets and support their teams. Join us in tackling topics including effective management, performance management, and managing up, down, and across.

AGENDA

8:00 – 8:30 AM

Registration and Breakfast

8:30 – 9:15 AM

Characteristics of Highly Effective Managers

Kevin Fralicks, Associate Vice President for Development, Sam Houston State University, Ellen Whitlock-Baker, Executive Coach, Speaker

Thriving teams and institutions require effective managers to lead them. Join us as we
explore (8) key traits that define these managers from adaptability to creativity, and
resilience. Through case studies and group discussion, participants will develop a toolkit
to elevate their management practices and drive success within their department.

9:15 – 9:30 AM

Coffee Break

9:30 – 10:30 AM

Getting to Know Your People and Performance Management

Dr. Michael Godfrey, Founder and President, True Course Executive Coaching, and Amy Armstrong

Successful performance management starts with understanding your team. In this interactive
session, learn practical strategies to build trust, assess team dynamics, and set clear
expectations. We’ll also discuss different approaches to align individual goals with
organizational outcomes.

10:30 – 10:45 AM

Restroom/Stretch Break

10:45 – 11:30 AM

Managing Up, Down and Across

Paula Voyles Jewell, Vice President, School and Project Development, SMU

Institutions thrive when advancement professionals can effectively navigate relationships
at every level. From securing leadership support to motivating staff and volunteers to
building authentic cross-campus partnerships, the ability to “manage up, down, and across”
is critical for sustainable success. This session will share best practices for setting
expectations, inspiring constituents at every level, and collaborating across departments
to expand engagement opportunities. Participants will leave with actionable strategies to
align stakeholders, strengthen programming, and drive measurable outcomes.

11:30 – 11:45 AM

Closing Remarks