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Learning Resources

Your Higher Education Planning Library

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  • Challenge: Engaging Stakeholdersx
  • Tags: Mission / Vision / IdentityxLeadership Attitude Toward PlanningxGoalsxDecision Makingx

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Blog Post

Published
August 9, 2023

6 Integrated Planning Strategies and Tips We Learned at SCUP 2023

By: SCUP

Every year at SCUP’s annual conference, over 1,000 of higher education’s leaders and innovators gather to share how they are advancing integrated planning at their college or university. Out of the wealth of tools, strategies, and tips shared at SCUP 2023, which took place earlier this month in Cleveland, here are six that stood out.

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Webinar Recordings

Published
January 18, 2023

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From Surviving to Thriving

Creating a Culture of Strategy Execution

By: Jeff Fahrenwald, MPOWR Envision | Jann Freed, JannFreed.com

Join us to learn how you can create a culture of strategy execution to prioritize tactical daily work with your institution's overall strategy, leading to greater stakeholder investment in your shared vision.
Abstract: No matter where you are in your strategy journey, a culture of strategy execution will move your institution from surviving to thriving.

This session will provide tools to assess your current culture and find opportunities for immediate improvement. Whether you're looking to achieve past strategic objectives, plan a new strategy, or evaluate your current plan, a culture of execution will improve team focus and institutional performance and effectiveness.

Join us to learn how you can create a culture of strategy execution to prioritize tactical daily work with your institution's overall strategy, leading to greater stakeholder investment in your shared vision.

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Webinar Recordings

Published
September 9, 2022

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Strategic Planning That’s Truly Strategic

By: Aimee Hosemann, PhD, RHB | Rob Zinkan, EdD, RHB

What do strategic plans do? What does it mean to be “strategic”? These are among the questions addressed in a recent year-long study of 108 active college and university strategic plans. Hear directly from the researchers as they highlight a few important insights they discovered during their analysis, like how to avoid the many pitfalls of strategic planning and ensure a process focused on strategy and outcomes.
Abstract: What do strategic plans do? Who are they for? What does it mean to be “strategic”? These are among the questions addressed in a recent year-long study of 108 active college and university strategic plans (and the basis of the 2021 book What Makes a Strategic Plan Strategic). Hear directly from the researchers as they highlight a few important insights they discovered during their analysis, like how to avoid the many pitfalls of strategic planning and ensure a process focused on strategy and outcomes.

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Planning for Higher Education Journal

Published
August 5, 2022

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Book Review: Shared Leadership in Higher Education

A Framework and Models for Responding to a Changing World

By: Jake Julia, PhD

From Volume 50 Number 4 | July–September 2022

Abstract: Shared Leadership in Higher Education: A Framework and Models for Responding to a Changing World
Edited by Elizabeth M. Holcombe, Adrianna J. Kezar, Susan L. Elrod, and Judith A. Ramaley
Stylus Publishing: Sterling, Virginia: 2021
256 pages
ISBN: 978-1642672251

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ebook

Published
July 21, 2022

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A Practical Guide to Strategic Planning in Higher Education

Second Edition, with New and Updated Content

By: Karen E. Hinton, PhD

A resource for anyone engaged in college or university strategic planning, and an excellent primer for planning committees. This second edition also contains new strategies for using an institution’s strategic plan during times of institutional upheaval, and additional techniques for jump-starting various parts of the planning process.
Abstract: A Practical Guide to Strategic Planning in Higher Education is a resource for anyone engaged in college or university strategic planning; it is also an excellent primer for planning committees. Using clear definitions, practical tips, and examples drawn from actual situations, this short book acts as a manual for both experienced planners and those who are new to the process. This second edition also contains new strategies for using an institution’s strategic plan during times of institutional upheaval, and additional techniques for jump-starting various parts of the planning process.

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Conference Recordings

Published
October 19, 2020

2020 North Central Regional Conference | October 2020

The Planning Continuum

How Campus Plans Inform Purposeful Decision Making

By: Jessica Leonard, Associate Principal, Ayers Saint Gross | Michael Gulich, Director, Campus Master Planning and Sustainability, Purdue University-Main Campus | Marion Underwood, Dean, Purdue University, College of Health and Human Sciences

We’ll discuss how Purdue University’s culture of continuous planning leverages data, facility information, and design to engage new stakeholders, implement a campus-wide vision, and fast-track decision making.
Abstract: Academic life is closely tied to space and conversations about space reveal much about our priorities and personalities. Having a plan can help facilitate these conversations around a shared vision. We’ll discuss how Purdue University’s culture of continuous planning leverages data, facility information, and design to engage new stakeholders, implement a campus-wide vision, and fast-track decision making. The world of planning is changing, so come learn how creating the right scope to achieve the desired outcomes and inform decision making is critical for establishing a planning continuum on your campus.

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Tool

Published
October 2, 2020

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An Integrated Approach to Scenario Planning

Recovery Planning in a Volatile Environment

By: Nicholas R. Santilli, PhD, SCUP | Sadie Wutka, SCUP

No one can predict the future. That doesn’t mean it needs to be a total surprise. This toolkit will walk you step-by-step through scenario planning with instructions, examples, and worksheets that you can use to start scenario planning at your institution immediately.
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.

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Planning for Higher Education Journal

Published
July 1, 2017

Balanced Scorecard Implementation in a School of Nursing

A Case Study Analysis

By: Cindy Brown

Implementing the balanced scorecard measurably improved the overall effectiveness of planning activities and increased individual involvement in and understanding of the strategic planning process.

From Volume 45 Number 4 | July–September 2017

Abstract: This article describes execution of the balanced scorecard (BSC) strategic framework in a School of Nursing (SoN). The SoN strategy map was the outcome of the development phase. The two-year implementation phase incorporated balanced scorecards that linked outcome measures to the priority strategies. Thirty-two percent of the defined outcome measures were met. Factors in adopting the BSC framework included development of a strategic plan that supports the college mission and vision, improved communication within the SoN, a united effort to institute strategies to sustain the SoN’s future, and establishment of performance indicators to measure success in achieving those strategies.

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