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: Edited by Eugene L. Zdziarski, Norbert W. Dunkel, and J. Michael Rollo
Routledge: Oxfordshire, England: 2021
388 Pages
ISBN-13: 978-0367333720

Abstract: The ability to integrate planning at multiple levels—organizational, unit, and individual—strengthens our ability to formulate and implement strategies. This session will demonstrate how our Integrated Performance Excellence Framework (IPEF) guides planning at multiple levels of the institution, all of which are tied to our strategic policy, plan, and processes. You will be able to identify potential gaps and solutions within your institution's planning activities to create better alignment with your strategic plan and integrate the work at multiple levels of the organization.

Abstract: Solo climbing mountainous terrain is like managing change in higher education—it requires meticulous planning, considerable effort, and the ability to adapt to a changing environment. This session will discuss how to take key climbing skills—assessing a changing environment and determining which tools, resources, and expertise are needed to manage change—and apply them to higher education. It will share a framework to plan for and manage change so you can achieve your personal and professional objectives.

Abstract: Higher education experienced extraordinary challenges in 2020 and tackled them head on with agility and creativity. Transformative leadership can help our institutions thrive even in the face of a world health disaster, its attendant fiscal challenges, and systemic racial and social injustice. This presentation will demonstrate how leaders can surmount these obstacles by aligning strategic priorities for the future. Come learn how to work across boundaries, differences, and beliefs while intentionally developing the essential skills and abilities you need to strengthen your institution and community.

Abstract: When a class is cancelled because of weather, faculty unavailability, IT outage, power outage, or pandemic-related closure, it can result in a loss of instruction. This article details best practices for instructional continuity for many short-term disruptions. Different types of short-term disruptions are identified, as well as how they impact instruction based on course modality. Finally, the article suggests responses for the circumstances, provides a pathway to collaborate with faculty to create a best practices guide for instructional continuity, and shows how to develop a communication and implementation strategy for the plan to reset expectations about instructional disruptions.

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: 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.

Abstract: For an integrated planning effort to succeed—particularly in higher education—collective commitment from all of the institutional stakeholders is critical.

To get that collective commitment, you need to do two things: 1) Design your planning process so it leverages your institution’s internal and external cultures, and 2) Involve your critical stakeholder groups in the planning process. Tapping into the stakeholder groups in meaningful ways will increase engagement, transparency, and commitment to the process and the products of integrated planning. Remember, institutional stakeholders are the carriers of your mission and institutional culture. Mission and culture are the key drivers of institutional success. If you do not respect your stakeholders, mission, and culture, your planning efforts will not yield a plan to enhance student success and institutional thriving.

This toolkit includes recommendations and worksheets to help you analyze your stakeholders and determine how to meaningfully engage them in the planning process.