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: Middle managers are often blamed for change failure and portrayed as change resisters or saboteurs. However, what looks like obstructionist behavior could actually be the observable effects of role ambiguity. Absent clear expectations, middle managers might assume their own unsanctioned change leadership path or take on no role at all because they lack understanding about their responsibilities. This article explores the complexity of middle managers’ experience, examines how middle managers at a two-year college navigated the uncertainty of their role within the context of institutional change, and provides readers with suggestions for equipping middle managers to become effective change agents.

Abstract: In turbulent times, visionary leaders and their committed crews recognize the winds of change, reset their sails and change course so they emerge in a better position than before. The global pandemic of 2020-21 has been a once-in-a-century disruption for education at all levels, which has magnified pre-existing inequities and vulnerabilities, and compressed a decade’s worth of social and technological change into a year. Even once this threat has past, many of our campuses will see recurrent disruptions from extreme weather events, other zoonotic viruses, geopolitical conflict, wildfires or flooding. We know now that business and academic continuity will demand flexible, lower density approaches and an integrated, omnichannel approach to student services, scholarship and learning. It can be challenging to step back from moments of crisis and see them in perspective, as moments also brimming with opportunity to regroup, rethink our strategies and refocus our resources to lead positive

Abstract: Over the past year, there have been institutional shifts in practices, policies, and innovative approaches to change. This phase of a revolution of postsecondary education demonstrates that our 'lived experience' is not intended to last or remain unchanged permanently. This realization has been growing in awareness but is accelerated by a national pandemic. College planning has taken on a new meaning as variables of change. It encompasses and requires a recognition that there is a systemic confluence of forces that encompass infrastructure, technology, people, and social justice. Without continuous adaptation and thinking smarter, quicker, and more innovatively, an effective college will fail to integrate the dynamics of accelerated change, as they affect each institution's policies, people, finances and student success outcomes. Join us to discuss the paradigm shift and its potential impact on our educational infrastructure, ecosystem, and role.

Abstract: Higher education leaders must evolve in order to navigate the profound changes that are impacting their institutions. These challenging times require strategic foresight, transformative planning skills, and strong execution. With accelerated urgency driving the need for transformation, leaders must apply smart planning competencies to multiple campus areas in order to create a clear road map for future regeneration. Come learn about our framework for leading transformation, including a checklist for success, case studies in change, and resources for smart planning and strong execution that will help you respond to ongoing disruptive factors and plan for a thriving future.

Abstract: SCUP defines integrated planning as a sustainable approach to planning that builds relationships, aligns the organization, and emphasizes preparedness for change. Over the past several years—and particularly in 2020—the world has experienced significant shifts in its sociocultural, economic, and political landscapes. How can higher education institutions use integrated planning to respond nimbly and flexibly to these changes? In this session, three college and university presidents from the United States, Canada, and Europe will reflect on how we can transform and reimagine higher education for the future.

Abstract: In difficult times, planning and the successful implementation of that planning require the buy-in and support of a whole range of stakeholders–but particularly the faculty, since they carry out the institution’s teaching and research missions.

Faculty can make or break successful planning.

An institution must be very circumspect in their choice of representative faculty for planning groups, how they are engaged in the planning process, and how they interact with other campus constituencies for maximum buy-in. This endeavor is particularly difficult when the new planning process follows previous attempts that have failed because of faculty resistance or lack of meaningful involvement. This session details successful planning initiatives at two regional universities, one in the Midwest and one in the southern Northeast, where earlier planning efforts failed because of “the faculty factor.”

Join us to explore the successes and failures involved in these two planning initiatives that required broad-based faculty support in order to reverse issues with programmatic quality, student success, and institutional accreditation.

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.