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Planning for Higher Education Journal

Published
February 5, 2025

‘Catching’ Substantive Changes with Integrated Planning

Form a Dedicated Team to Reduce Silos, Develop Cross-Unit Collaboration, and Implement Transformative Goals

By: Rachel E. Smith, PhD, and Leslie W. Grant, PhD

Implementing changes at institutions that operate under a distributive leadership model can be challenging because academic and support units function separately. This article recommends successful ways to manage the change-making process.

From Volume 53 Number 2 | January–March 2025

Abstract: Implementing changes at institutions that operate under a distributive leadership model can be challenging because academic and support units are siloed. This article presents an example of one midsize, public, research institution’s successful strategy for “catching,” or identifying and managing, substantive changes using integrated planning. Through a centralized team of academic and support unit representatives, the academic units shared planned substantive changes, received feedback, and adjusted. The institution’s substantive change policy, infrastructure, and collaborative culture ensured the changes did not slip through the cracks or hit significant roadblocks. This article shares how the team operated, giving recommendations for institutions implementing the change practice.

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Conference Recordings

Published
July 14, 2021

2021 Annual Conference | July 2021

Post-Pandemic Pivots

Seizing this Moment of Opportunity

By: Ken Steele, Eduvation Inc.

In this session, we’ll explore how 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.
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

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Conference Recordings

Published
July 12, 2021

2021 Annual Conference | July 2021

Transformation in Turbulent Times

An Action Guide for Higher Education

By: Linda Baer, Linda L. Baer Consultant | Joseph (Tim) Gilmour, Strategic Initiatives, Inc. | Donald Norris, Strategic Initiatives, Inc.

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.
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.

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Conference Recordings

Published
March 19, 2021

2021 North Atlantic Regional Conference | March 2021

President’s Panel

Transforming and Reimagining Higher Education for the Future

By: Frances Bronet, Pratt Institute | Kerstin Mey, University of Limerick | Vianne Timmons, Memorial University

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: 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.

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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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Webinar Recordings

Published
August 20, 2020

Creating a More Adaptive Institution in the Wake of COVID-19

By: Moderators: Elliot Felix, Founder & CEO, brightspot; Adam Griff, Managing Director, brightspot | Presenters: Shawna Dark, Chief Academic Technology Officer & Executive Director, Research, Teaching, and Learning, University of California, Berkeley; Cedric Howard, Vice President for Enrollment & Student Services, SUNY Fredonia; Marla Love, Senior Associate Dean of Students, Diversity and Equity, Cornell University; Rick Straka, Vice President of Finance and Administration, Minnesota State University, Mankato; Lora Strigens, Vice-President for Planning and Facilities Management, Marquette University

This interactive panel discussion will bring together different institutions’ perspectives from facilities, technology, student services, and finance to understand the impact of COVID-19 on institutions and their student experience. The discussion will be organized in three parts, each with a prompt to inform the discussion, a poll to take the pulse of the audience, and an open discussion among panelists.
Abstract: How can colleges and universities become more adaptive in the wake of COVID-19? This interactive panel discussion will bring together different institutions’ perspectives from facilities, technology, student services, and finance to understand the impact of COVID-19 on institutions and their student experience.

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Webinar Recordings

Published
July 15, 2020

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Developing a Nimble and Change-Ready Planning Culture

By: Nick Santilli, Senior Director for Learning Strategy, SCUP | Larry Squarini, Vice President of Product Development, SPOL | Tony Adam, Senior Training Consultant, SPOL

Panelists Nick Santilli from SCUP and Larry Squarini and Tony Adam from SPOL discuss how integrated planning can help develop a robust culture and take a deep dive into strategic, operational, continuity, and scenario planning.

This is part three of the series, “Planning in Times of Crisis and Beyond: Reviving Your Strategic Planning Process.”

Abstract: This is the third in a series of complimentary, interactive webinars, “Planning in Times of Crisis and Beyond: Reviving Your Strategic Planning Process,” hosted by SCUP in partnership with SPOL focusing on planning for the new normal and beyond.

Our panel of experts discusses how integrated planning can help develop a robust culture and take a deep dive into strategic, operational, continuity, and scenario planning.

Recorded July 15, 2020.
Moderator: Mike Moss, President, SCUP.

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Planning for Higher Education Journal

Published
May 20, 2020

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‘Smart Change’ for Turbulent Times

Planning for Survival Requires Speed, Flexibility, and Committed Leadership

By: Linda Baer and Ann Hill Duin

Higher education faces a very real threat today. In confronting the fallout from COVID-19, colleges and universities are pushed toward making a transformative change. What will that require? A commitment to adaptation, innovation, change management, meeting the most critical student needs, and leaders who stand up to the challenges.

From Volume 48 Number 3 | April–June 2020

Abstract: “Smart change” requires an understanding of when and how to employ routine, strategic, and transformative change. Amid COVID-19, we face an existential threat that demands institutions reimagine higher education as more inclusive, affordable, relevant, and successful. To do so, planners/leaders must emphasize the well-being and success of student/faculty/staff; develop scenarios for sustainable business models; design, develop, deliver, and train instructors to teach across and with all modalities; build collaborative networks within and across institutions; and connect with local, state, and regional businesses and industry.

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Webinar Recordings

Published
April 10, 2020

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Voices from the Field: Episode #3

From Crisis to Collaboration and Creativity

By: Mike Martin, Associate Dean Science, Math, and Health, John Carroll University

Mike Martin, Associate Dean Science, Math, and Health at John Carroll University discusses how the administration addressed the first few weeks of the COVID-19 crisis and how they have creatively shifted gears with students and faculty toward what’s next.
Abstract: The past month has been trying for all of higher education. How do we transition our constituents from crisis to collaboration in order to meet the needs of the entire campus community? In this conversation, Mike Martin, Associate Dean Science, Math, and Health at John Carroll University discusses how the administration addressed the first few weeks of the COVID-19 crisis and how they have creatively shifted gears with students and faculty toward what’s next.

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Webinar Recordings

Published
April 9, 2020

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Voices from the Field: Episode #2

Business is Not So Usual at a (Mostly) Online Institution During COVID-19

By: Cynthia Tweedell, Assistant Vice President for Institutional Effectiveness, Ohio Christian University

Cynthia Tweedell, Assistant Vice President for Institutional Effectiveness, Ohio Christian University talks about how this faith-based institution with a personal touch is working through the transition for students, athletes, and summer programs.
Abstract: While the majority of their students are online, it’s not so easy to take the same methodologies to deliver on mission when quickly switching their residential students to an online environment when expectations are different. Cynthia Tweedell, Assistant Vice President for Institutional Effectiveness, Ohio Christian University talks about how this faith-based institution with a personal touch is working through the transition for students, athletes, and summer programs.

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