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: Academic strategic planning can be difficult given the bevy of stakeholders and often multiple sets of accreditation criteria. Recognizing the limits of the traditional SWOT model, our program chose to use the Strategic Planning Engine model. The model itself is quite laborious, and to increase its usability, we simplified the environmental assessments. Our results proved to be useful and relevant, and we developed a series of feasible objectives. In this article, we describe and evaluate our experience. In comparison to SWOT, we found this process to be more objective and replicable, scalable and responsive to multiple criteria, flexible to accommodate changing strategic plans or criteria, and transparent. With that being said, we caution about the level of labor required and organization and communication needed. Finally, we recommend implementing a leadership team, a communication plan, and a plan on how to respond to uncontrollable circumstances and developing a level of comfort with limited resource allocation.

Abstract: Campuses are increasingly interested in “greening” as a response to climate change, in recognition of a resource-challenged future, and based on a desire to prepare current and future generations for a world faced with new environmental, social, and economic threats. But where to start? We often look to our facilities personnel to lead the charge with energy efficiency measures and LEED-certified buildings, but how do we institutionalize sustainability and make it part of the fabric of the university? A useful tool for beginning this process or coordinating existing efforts is the creation of a campus sustainability plan that can serve as both a strategic planning document and an implementation guide with specific action items, benchmarks, and accountability strategies. This article provides a script for anyone looking to take on this task and includes a case study from a large public institution with the aim of assisting others in this endeavor and easing their transitions to more sustainable campuses.

Abstract: Strategic planning is an important tool, but the sole dependence on it across departments and campuses has resulted in the underutilization of equally important methods of analysis. The evolution of higher and postsecondary education necessitates a systemic industry analysis, as the combination of new providers and delivery mechanisms and changing social parameters gives rise to increased competition and innovation. This article tests the applicability of Porter’s five forces model to the higher education industry. While the model provides significant insight into the industry, it has been revised in this article to incorporate government as a prominent sixth force in the analysis.

Abstract: The contemporary university operates within a global context characterized by ever-increasing uncertainty and complexity. Strategic planning must, therefore, be cognizant of future trends and how those trends will affect the university by creating both threats and opportunities. Our hypothesis is that an approach we refer to as “strategic foresight” can provide us with the tools, methodology, and process to creatively address uncertainty and complexity in our working environment. Dublin City University has taken the lead in Ireland in terms of its emphasis on strategic planning. Its 2005–2008 strategic plan, Leadership Through Foresight, was part of an ambitious foresight exercise that was aimed at informing subsequent strategic cycles. This article reports on this process in the context of the wider literature examining the value of foresight/futures thinking as applied to universities. The article commences with a review of current uncertainties and complexities in the current operating environment. It broadly outlines foresight/futures thinking and then examines universities specifically. It continues by focusing on Dublin City University’s foresight exercise as an example of how foresight operates in practice. Finally, the article concludes by exploring what a strategic foresight approach to planning might look like based on that experience.

Abstract: Using a case study, this article describes a method by which higher education institutions construct and use multiple future scenarios and simulations to plan strategically: to create visions of their futures, chart broad directions (mission and goals), and select learning and delivery strategies so as to achieve those broad directions. The four scenarios described in this article are written by combining two assumed “external” sets of future trends and conditions with two “internal” sets of institutional policies. Simulation of future college enrollment under each scenario enables planners not only to mitigate uncertainty and explore implications of different numbers of students but also to analyze the characteristics of these students to design educational content and delivery that is learning centered and, therefore, likely to be effective. The simulations also frame fiscal issues for a broad range of future conditions, thereby alerting planners to long-range strategies and options such as distance learning, partnering, and differential pricing, among others, that might not otherwise have been pursued.

Abstract: In this article, we discuss a method for developing and writing scenarios for a college or university. We begin by reviewing the general literature on scenarios; we then detail a scenario development project at Arizona State University. This project, conducted in 1988–89, was Arizona State University's first institution-wide, futures-based planning and scenario development effort. The focus of the project for Arizona State University was planning and programming for affirmative action. An outside consultant facilitated the group-process portion of the project and instructed university staff in scenario development. Staff in the university's Office of Institutional Analysis then developed and wrote a set of three scenarios to guide the university's affirmative action programming and planning during the decade of the nineties.