Learning Resources

Abstract: Build Capacity for Integrated Planning

Whether you’re preparing a committee for an upcoming planning process or simply looking for directions for your own professional development, the Integrated Planning Competencies can help you determine the knowledge, skills, and dispositions your institution needs to advance integrated planning.

Integrated planning requires building capacity in the people who do planning so they have the necessary knowledge and skills for success. But higher education institutions that focus only on developing planning-related expertise often face hurdles when they attempt integrated planning. Why? Because colleges and universities are complex environments and using an integrated planning approach in those environments requires a wide range of knowledge, skills, and dispositions. Some of the required expertise might seem obvious (like writing goals or analyzing information). But some of it may be less so—particularly expertise related to “soft” skills or human skills, like communication or collaboration.

To provide more clear and specific guidance, SCUP identified competencies—knowledge, skills, and dispositions—that individuals need for successful integrated planning. We analyzed the experiences and viewpoints of around 300 planners and higher education administrators in order to surface the competencies—both obvious and inconspicuous—that underpin integrated planning success.

Abstract: From the introduction:
“Envision TRU culminated with the approval of a new institutional vision, values and change goals. The COVID-19 pandemic has put a pause on our work towards vision realization and goals prioritization. We now are picking up where we left off. This green paper is intended to present a general outline and stimulate discussion on how Thompson Rivers University (TRU) can work towards living our new vision and achievement of our 10-year goals.”

Contents:

• What Is Integrated Planning
• Planning Process Model
• Why Adopt Integrated Planning At TRU
• Strategic Framework Approaches
• Integrated Planning Implementation
• How Will We Realize Envision TRU?
• Planning, Budgeting and Assessment
• Next Steps

Abstract: In this session, we'll share our innovative approach to enhancing the design process through data-driven design, a highly-collaborative process that generates unlimited experimental designs through customizable algorithms. Applying a data-driven approach to your project can help you optimize your time through real-time feedback and evaluation of options, helping you to strike a balance between conflicting criteria. Design, planning, and architecture professionals are just starting to realize the benefits of this kind of decision-making process; join us to find out how you can apply this current best-practice knowledge in the planning and design of your campus.

Abstract: The pace of change is getting faster, and it’s getting harder to anticipate what the future holds—and how your institution can prepare. Scenario planning can help your institution plan for a volatile and uncertain future. Scenario planning uses today’s forces and trends to imagine probable futures and what they could mean for your institution. It’s a flexible process that can inform your institution’s regular planning processes or be used as part of recovery planning in response to disruptions or catastrophic events.

An Integrated Approach to Scenario Planning is a toolkit that will walk you step-by-step through scenario planning. It includes instructions, examples, and blank worksheets that you can use to start scenario planning at your institution immediately. Don’t let your college or university get blindsided. Download your copy and prepare for the future.

Abstract: An Optimizing Academic Balance (OAB) analysis provides colleges and universities with effective tools to use in making strategic academic decisions needed to stay competitive in the context of institutional mission, program quality, market potential, cost, and revenue. The Association of Independent Kentucky Colleges and Universities recently completed a three-year statewide OAB project with the participation of 13 higher education institutions. The results supported the colleges and universities in making tough decisions.

Abstract: In this conversation, William Knight, Assistant Provost for Institutional Research and Effectiveness, Miami University, addresses how his team has developed data dashboards for administration and faculty to provide insight into Learning Management System (LMS) use, enrollment projections, and overall student access and success. He then discusses trends he’s noticed at HLC and thoughts on how campuses can begin discussions around staff capacity, curriculum success, and sunsetting programs, ultimately strengthening their sustainability and easing accreditation work.

Dr. Bill Knight has two roles on campus—working on IR and IE, and serving as the accreditation liaison. He is also a peer reviewer for the Higher Learning Commission (HLC).

Host: Nicholas Santilli, Senior Director of Learning Strategy, SCUP, and Former Provost, John Carroll University

Abstract: The advantages of thoughtful, well-structured strategic planning and decentralized budgeting are numerous. But they bring different and sometimes conflicting perspectives to high-stakes discussions within the institution. By recognizing and preparing for these tensions, the odds increase that their potential benefits will not be eroded or eclipsed by distractions or destructive forces and they can work in harmony to help an institution accomplish its goals in an increasingly challenging environment. The author considers specific tensions and conflicts and draws on the experience of a flagship public university to suggest ways to manage these tensions and reap the benefits of both approaches.

Abstract: Consortia, their impact on cooperating institutions, and critical factors in inter-institutional planning were the subject of a recent study for the United States Office of Education, directed by Harold L. Hodgkinson of the Center for Research and Development in Higher Education at the University of California at Berkeley. The critical issues, according to the study findings, are problems of reciprocity and autonomy, coordination of programs among diverse institutions, and strategies for campus involvement and leadership. The following article, by three staff members of the New Hampshire College and University Council—one of the consortia in the Hodgkinson study—is devoted to a discussion of the process of consortium decision-making, touching on the three key issues. The authors are: Lynn G. Johnson, the Council's associate director in charge of academic programs; Dr. William W. Barnard, consultant and coordinator of a two-year Cooperative Curriculum Project, and Douglas W. Lyon, coordinator of January Term Programs and communications coordinator.