Learning Resources

Survival of the Financially Fittest

Leverage Strategic Decision-Making and Key Financial Metrics to Achieve Financial Stability

By: Aaron Meis, EdD, and Julee Gard, EdD

Leaders must look closely at financial trends that may reveal signs of trouble—in the short or immediate term—and have the courage to act to address them.

From Volume 52 Number 1 | October–December 2023

Abstract: This article explores a methodology for assessing and managing the financial viability of private, tuition-dependent institutions as well as institutional tactics and strategies used to improve their financial strength. The resulting model will help institutions understand the trends and predictive value of key financial metrics directly impacting their liquidity and operations and how senior leadership can drive change. Institutional examples illustrate how to engage senior leadership in strategic decision-making that includes assessment of revenue growth and/or expense management.

Member Price:
Free | Login

Member-only Resource

Join now to have access

Example Plans

Published
November 13, 2023

Example Plan

Private Doctoral/Research University (Maryland, United States)

The research university’s 2023 strategic plan.

Planning Types: Strategic Planning
Tags: Academic Planning, Academic Program Review, Alignment, Community Engagement, Diversity Equity and Inclusion (DEI), Faculty, Goals, Graduate Degree Program, Learning Environments, Strategies and Tactics, Sustainability (Environmental), Town and Gown

Member Price:
Free | Login

Member-only Resource

Join now to have access

Example Plans

Published
August 8, 2023

Strategic Plan, Strategic Planning Website

Public Doctoral/Research University (Colorado, United States)

Member Price:
Free | Login

Member-only Resource

Join now to have access

Example Plans

Published
June 30, 2023

Strategic Plan, Strategic Planning Website

Multiple Locations

Strategic plan for the university system developed by the state’s board of higher education.

Planning Types: Strategic Planning, Academic Planning
Resource Types: Strategic Plan, Strategic Planning Website
Tags: Attracting and Retaining Underrepresented Students, Diversity Equity and Inclusion (DEI), Faculty Productivity, Goals, Governance, Measuring the Plan, Metrics, Racial Equity, Strategies and Tactics, Student Success, Workforce Development

Member Price:
Free | Login

Member-only Resource

Join now to have access

Example Plans

Published
May 31, 2022

Strategic Plan

Public (British Columbia, Canada)

A high-level document enumerating the institution’s five strategic goals and strategies for achieving each goal.

Abstract: A high-level document enumerating the institution’s five strategic goals and strategies for achieving each goal. The goals are framed as increasing and enhancing each of the following qualities:

Student Success
Intercultural Understanding
Research Capacity
Entrepreneurial Capacity
Sustainability

Planning Types: Strategic Planning
Resource Types: Strategic Plan
Tags: Academic Planning, Alignment, Climate Change, Diversity Equity and Inclusion (DEI), Entrepreneurship, Goals, Mission / Vision / Identity, Racial Equity, Strategies and Tactics, Student Success, Sustainability (Environmental)

Member Price:
Free | Login

Member-only Resource

Join now to have access

Example Plans

Published
February 2, 2022

Example Plan

Private Baccalaureate College (Wisconsin, United States)

This short-duration strategic framework describes goals and very specific action steps to guide the institution through the current, globally tumultuous era.

Planning Types: Strategic Planning
Tags: Attracting and Retaining Underrepresented Students, Diversity Equity and Inclusion (DEI), Enrollment Management, Goals, Racial Equity, Strategies and Tactics, Student Recruitment

Member Price:
Free | Login

Member-only Resource

Join now to have access

Webinar Recordings

Published
September 15, 2021

The Planner’s Bookshelf: Entrepreneuring the Future of Higher Education

By: Lynn Priddy, PhD, Claremont Lincoln University and 2021–2024 SCUP Board of Directors | Mary Landon Darden, EdD, Higher Education Innovation, LLC

Join Lynn Priddy, president and CEO of Claremont Lincoln University, for a conversation with higher education futurist Mary Landon Darden, in which they explore—via Darden’s book—how a culture of entrepreneurism can lead higher education into a brighter and more sustainable future.

Abstract: “What will it take to change the course of more than 2,000 struggling colleges and universities in America?”

This is the opening question posed by higher education futurist Mary Landon Darden in her book Entrepreneuring the Future of Higher Education: Radical Transformation in Times of Profound Change. For colleges and universities that are grappling with an increasingly volatile landscape, Darden offers practical tools, achievable strategies, and a guide for navigating a realistic path towards progress and innovation. Join Lynn Priddy, president and CEO of Claremont Lincoln University, for a conversation with the author in which they explore how a culture of entrepreneurism can lead higher education into a brighter and more sustainable future.

Planning Types: Academic Planning, Strategic Planning, Resource Planning
Tags: Entrepreneurship, Higher Ed Trends, Trends External to Higher Ed

Member Price:
Free

Non-Member Price:
Free

Book Review: Entrepreneuring the Future of Higher Education

Radical Transformation in Times of Profound Change

By: Lynn Priddy, PhD

From Volume 49 Number 3 | April–June 2021

Abstract: Entrepreneuring the Future of Higher Education: Radical Transformation in Times of Profound Change
by Mary Landon Darden
Rowman & Littlefield: Lanham, MD: 2021
202 pages
ISBN: 978-1-4758-5494-7

Planning Types: Strategic Planning, Resource Planning
Tags: Entrepreneurship, Funding, Innovation, Organizational Change, Recovery Planning, Resiliency

Member Price:
Free | Login

Member-only Resource

Join now to have access

Example Plans

Published
March 5, 2021

Strategic Plan

Private Master’s College or University (Alabama, United States)

The university’s strategic plan details five broad goals with supporting strategies and measures for success. Focus centers on student success and leveraging technology for the 21st-century learning experience.

Member Price:
Free | Login

Member-only Resource

Join now to have access

Is Higher Education Ready for Its Learners?

Impact Student Success Using the Three-Box Solution

By: Janel Bloch, Ryan D. Padgett, Shawn Rainey, Holly Riffe, Kimberly Scranage, Lois Schultz, and Gannon Tagher

With sweeping shifts in recruitment and retention of students throughout higher education, Northern Kentucky University committed to a pivot. Its new student framework emphasizes student support and academic delivery driven by strategic decisions and data rather than by impulsivity. Their Success by Design framework encouraged innovations that focused the university on meeting learners where they were.

From Volume 48 Number 3 | April–June 2020

Abstract: Northern Kentucky University (NKU) used an expedited and focused strategic planning process by applying Govindarajan’s (2016) Three-Box Solution to simultaneously manage the past, present, and future. A Core Team, supported by multiple resource teams consisting of representatives from all NKU constituencies, gathered input from nearly 2,000 stakeholders. The resulting Success by Design strategic framework concentrated solely on student success. This article describes the ongoing, iterative approach and offers recommendations for those seeking to develop widespread buy-in and unleash the innovative spirit needed to make their institutions more student-ready.

Institutions Mentioned: Northern Kentucky University
Planning Types: Strategic Planning
Tags: Attracting and Retaining Underrepresented Students, Planning Processes, Student Success

Member Price:
Free | Login

Member-only Resource

Join now to have access

Planning Types

Challenges