Learning Resources

Abstract: The value of collaborative planning is in the process and the outcome. An intentional, co-creation design improves your odds of developing a meaningful plan—a plan of action and impact. By leveraging connection and collective cognition, more voices are engaged, diverse viewpoints and ideas are collected, and shared understanding is fostered. This leads to enhanced plan quality and ownership of the direction and action. The article explores the benefits of collaborative planning, the amplification of social capital, and the application of a design framework and tools for purpose-driven collaboration.

Abstract: Georgia College & State University, a public liberal arts institution, began an integrated,
collaborative, and future-focused strategic planning process during a time of uncertainty (COVID-19, enrollment declines, financial shortfalls, etc.). This planning included shared leadership across campus to develop and implement the plan, data-informed decision-making by a diverse group of steering committee members representing all areas of campus, visits to strategically identified aspirant universities, and ongoing stakeholder engagement that included student input. These strategies leveraged the inherent qualities of a liberal arts institution while addressing the challenges and opportunities that exist in public higher education.

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 medical centers sit at the intersection of health care, education, and research in service of the community. New models of care delivery, work, and learning require these systems to adapt and innovate to remain relevant while addressing regional health care demands and advancing strategic priorities. We discuss planning strategies to empower institutions to align capital with their mission to achieve longstanding success. This article shares best practices for comprehensive integrated planning processes across tripartite missions to meet growing and evolving demands, build consensus and a shared vision, and successfully prepare for implementation.

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: Students experience institutional processes differently than employees within an institution. Process mapping and evaluation, or Value Stream Mapping, is a purposeful way to coordinate and integrate processes to support institutional performance through the identification of inefficiencies, increased interdepartmental collaboration, and ultimately the creation of new processes that eliminate service gaps. This article will introduce key elements in process mapping, process evaluation, and the process management lifecycle. Those concepts will be described through one collegiate institution’s practical application of student onboarding evaluations across several departments, including recruiting, admissions, financial aid, and advising.

Abstract: The Grand Challenges in Higher Education Assessment Project (The Grand Challenges Project) is a national initiative designed to transform the landscape of assessment practices in ways that will increase equity by encouraging improvements in integrated planning. This article discusses the synergy between the three goals of the Grand Challenges Project: 1) Use Assessment Findings to Increase Equity; 2) Make Assessment Findings Visible and Actionable to Drive Innovation; and 3) Use Assessment Findings to Drive Rapid and Equitable Improvements in Pedagogy. Integrated planning is necessary to advance these goals, and progress toward each goal supports progress toward a more equitable and inclusive system of higher education.

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.