Learning Resources

Abstract: Success in strategic planning requires decision-making that reflects the collective vision of diverse constituents. At California State University, Fullerton we leveraged data as the essential thread in engaging our community in an inclusive strategic planning process. Data played dual roles, serving as input and output, to provide a common framework through which the ideas and wisdom of our community are reflected and shared, anchoring the strategic plan firmly in the campus voices. Our engagement through data embodied our commitment to evidence-based decision-making and contributed to the success of our strategic planning process.

Abstract: A strategic plan is supposed to “bring the future into the present so that you can do something about it now.” Almost every college or university has such a plan because accreditors and governing boards require one. The question is: Why do so many higher education institutions seem to be unprepared when they take drastic actions (e.g., eliminating programs, cutting faculty and staff members, etc.) in uncertain times? The author studied more than 250 colleges and universities and suggests the answer in this article.

Abstract: This article uses available Tribal College and University (TCU) missions, visions, and strategic plans as well as dissertations focused on TCU research to develop a framework to begin the conversation about what constitutes sustainability for the institutions. The dissertations offer an opportunity to look at historical successes and challenges, while TCU missions, visions, and strategic plans provide a glimpse of what the institutions are emphasizing currently and in the future. Both present elements to consider as part of a larger TCU sustainability framework.

Abstract: This article explores a methodology for assessing and managing the financial viability of private, tuition-dependent institutions as well as institutional tactics and strategies used to improve their financial strength. The resulting model will help institutions understand the trends and predictive value of key financial metrics directly impacting their liquidity and operations and how senior leadership can drive change. Institutional examples illustrate how to engage senior leadership in strategic decision-making that includes assessment of revenue growth and/or expense management.

Abstract: This excerpt is taken from Section Two of SCUP’s Second Edition of A Practical Guide to Strategic Planning in Higher Education. Section Two provides definitions of the basic components of a contemporary strategic plan and explains how they are used to create the foundation for a comprehensive institutional strategic planning process.

Abstract: Higher Education Business Models Under Stress: Achieving Graceful Transitions in the Academy
by Melody Rose and Larry D. Large
AGP: Washington, DC: 2021
140 Pages
ISBN: 978-1-951635-12-1

Abstract: Part 1 of this series described a major contraction in the pool of college-going 18-year-olds that will reverse decades of growth and stability for higher education. Drawing on the path-breaking analysis of Carleton College economist Nathan Grawe, it outlined how widespread but variable the change will be, and discussed some of the effects—on enrollment, revenue, facilities, staffing, and more—for which colleges and universities should be preparing. This Part 2 explores these implications: How can we shape a planning context that supports success in the coming 10 or 20 years? What attitudes and skillsets will remain useful, and what may need to change?

Abstract: The purpose of the research was to observe process maturity associated with the design and development of mission-aligned online academic programs at Jesuit institutions in the United States. Twenty of the twenty-seven American Jesuit institutions were represented, including respondents who were most responsible for implementing the process used to design and develop online courses and programs. A custom survey was created to measure the process maturity involved in planning, implementing, and evaluating the design and development. The research design focused on narrative analysis of each institutional mission, which identified themes and keywords that were included in the custom survey.

Abstract: A long-term decline in birth rates raises fundamental planning questions for higher education as the pool of 18-year-olds contracts after 2025. This Planning for Higher Education series explores how planners and leaders can use the time we have to prepare for some of the most wrenching changes in a generation. This article, Part 1, surveys the planning horizon as we emerge from COVID-19 and describes the challenges ahead. Part 2 considers specific planning strategies institutions can adopt to meet the challenge. Part 3 tackles perhaps the most daunting challenge: how to mobilize institutions to actually do what needs to be done, however inconvenient (or worse) that may be.

Abstract: Having been on both the inside of regional accreditation and outside looking back on it, Lynn Priddy knows that accreditation has long tried to revolutionize itself, while at the same time increasingly becoming subject to federal regulatory burdens and expectations from the Department of Education. That has backed it into becoming a bureaucracy at the very time it needed to break out to focus on innovation, learning, and student success.