A Guide to Planning for Change

by Don M. Norris and Nick L. Poulton

The update and enhancement of A Guide for New Planners. A Guide to Planning for Change combines the practical insights of Norris and Poulton's earlier work in A Guide for New Planners with future vision and insight. It summarizes the new and emerging challenges facing leaders of colleges and universities; discusses new techniques and tools (most notably, analytics) to create an enhanced model for planning in higher education; takes the reader back through the history of planning and strategy execution in higher education by outlining its many eras and stages of development, and highlights the latest thinking and writing on the topic on integrated planning. The enhanced planning model in this book recognizes the many internal, external, up, down, and sideways forces, challenges, and opportunities facing higher education. In the end, it is the successful execution of strategy that will have a lasting impact on the institution.

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©SCUP 2008
ISBN 0-9820229-0-5

(PDF 17.5 MB)

Table of Contents

Forward

Chapter 1: Introduction

• Guiding Planners and Strategists Toward Success
• Snapshots of Today's Planners and Strategists
• A Guide to Planning for Change

Chapter 2: Integrated, Strategic, Aligned Planning

• The Characteristics of Successful Planners and Successful Planning
• Integrated Planning
• Strategic Planning
• Aligned Planning

Chapter 3: A Model for Strategic Planning and Executing Strategy

• Strategic Planning
• Execution of Strategy Within the Institutional Context
• Measure, Model, and Intervene

Chapter 4: Assessing Planning Opportunities

• Developing a Strategy for Planning
• A Checklist for Analyzing Planning and
• Strategy-Setting Environments
• Crafting a Strategy for Planning

Chapter 5: The Politics of Planning for Change Politics and Power in Higher Education

• Planning for Change
• Communicating Vision and Strategy

Chapter 6: Changing Perspectives and Tools in Planning

• Eras in Planning and Decision Making
• The World View and Toolkit of Today's
• Planners and Strategists

Chapter 7: New Directions in Planning Topics

• Sustainability
• Academic Planning, Innovation, and Leadership
• New and Enhanced Learning Environments
• Student Services and New Student Experiences
• Strategic Enrollment Management
• Analytics and Measuring and Improving Performance
• Assessment, Accreditation, and External Comparison
• Management of Space
• Campus Master Planning and Facilities Planning
• Technology Infrastructure
• Resource Planning, Allocation, and Budgeting
• Human Resources Planning
• Continuous Process Improvement in Higher Education
• Institutional Advancement and Capital Campaign Planning
• The New Politics of Planning Economic Development
• Going Global: Planning for International Contexts
• Leading Planning and Change
• Transforming Research, Knowledge Networks,and Scholarship
• Transformational Change That Matters

Core Readings and Resources

• The Influence of Other Fields on Higher Education Planning
• A Critical Reading List for Planning in Higher Education
• Critical Resources Annotations
• Online Repository of Resources
• Developing the Competencies of Planners and Strategists
• Career Paths of Planners and Strategists
• Developing the Competencies of Planners and Strategists

Summary of Resources for Planners and Strategists

Summary of Online Resources

Annotations of Critical Resources

Text References in Addition to Critical Resources

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About the Authors

Donald M. Norris is president, Strategic Initiatives, Inc., and is well-known as a planner, strategist, thought leader, researcher, and consultant. He and Poulton co-authored, A Guide for New Planners (1991), which aided a generation of planners in higher education. He has authored a number of publications on transformation for SCUP. His book, Transforming Higher Education: A Vision for Learning in the 21st Century (1995), was instrumental in providing a framework for advancing the concept of transformative e-learning in the late 1990s. Transforming e-Knowledge: A Revolution in the Sharing of Knowledge (2003) heralded the arrival of the transformative generation of web services, social networking, and knowledge-sharing capabilities. Norris consults on planning, executing strategy, and developing organizational capacity with a wide range of colleges and universities, corporations, professional societies and associations, and other nonprofits. His recent work on action analytics is enabling colleges and universities to change decision-making behavior; build cultures of performance measurement and improvement; and align institutional strategies, actions, and metrics.

Nick L. Poulton is president emeritus of the Texas International Education Consortium (TIEC). His career has spanned 40 years as a faculty member, researcher, planner, and consultant. He has served in administrative and planning posts in a variety of American and international institutions and as a consultant for institutions across the globe. As president of the Texas International Education Consortium (TIEC), he marshaled the intellectual resources of Texas public universities to provide consulting, language training, and professional development experiences for international colleges and universities. He and Norris co-authored A Guide for New Planners (1991) and their professional collaboration on a wide range of consulting and thought leadership projects spans 35 years. Poulton continues an active international consulting practice.

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