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Planning for Higher Education Journal

Published
December 15, 2023

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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.

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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
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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Blog Post

Published
July 6, 2022

What Is a Bridge Plan?

(And Does Your Institution Need One?)

By: Sadie Wutka, Director of Content Strategy, SCUP

A bridge plan allows a college or university to continue to pursue defined strategic pathways during times of uncertainty or rapid, unpredictable change. It’s also a good solution for when faculty and staff are overwhelmed due to a highly volatile, uncertain, complex and ambiguous (VUCA) environment.

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Planning for Higher Education Journal

Published
April 6, 2022

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Teetering on the Demographic Cliff, Part 3

Different Conditions Require a Different Kind of Planning

By: Bryan C. Harvey, EdD

Higher education has faced major changes for some time—COVID-19 accelerated that volatility—and now we’re anticipating the demographic downslope in student enrollment. How and when should institutions mobilize for the difficult work of planning in the face of wrenching change?

From Volume 50 Number 2 | January–March 2022

Abstract: Part 1 of this series described a major contraction in the pool of college-going 18-year-olds that will reverse decades of growth and stability for higher education. Part 2 explored how we can shape a planning context that supports success in the coming 10 or 20 years. Part 3 suggests how our approach to planning must shift to prepare for abrupt change.

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Trends for Higher Education

Published
March 1, 2022

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Trends Inside Higher Education | Spring 2022

By: Apryl Motley, CAE, SASM

Within the world of higher education, what are some of today’s key trends—and what are some implications for institutions of higher learning?
Abstract: We’ve organized Trends using STEEP: Social, Technology, Economic, Environmental, and Political. Each trend includes a brief trend summary, a footnoted source, and discussion questions to help you analyze and act on the trend.

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Planning for Higher Education Journal

Published
November 5, 2021

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The Integrated Triad

Apply the Three Time Horizons Perspective to Planning and Governance

By: Jim Downey, PhD

An integrated model of three horizons, three areas of planning, and three types of governance is presented as a framework for institutional leadership.

From Volume 50 Number 1 | October–December 2021

Abstract: The global COVID-19 pandemic has fundamentally changed the world of higher education. As institutions look to the future, beyond the end of the pandemic, significant uncertainty exists. There is little question that colleges and universities will have to do a better job at planning, and boards at governing, to flourish in the years ahead. In this article an integrated model centered around three different time horizons, three areas of planning, and three types of governance is presented. The model can serve as a framework to demonstrate how these are all related, self-reinforcing, and usable as an aid for institutional leadership.

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Trends for Higher Education

Published
September 15, 2021

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Trends Outside Higher Education | Fall 2021

From the ongoing COVID–19 pandemic to the impacts of climate change, colleges and universities continue to face an environment that is volatile, uncertain, complex, and ambiguous—VUCA. Learn the key trends and movements that might become our “new normal.” This issue broadly explores trends outside of higher education.
Abstract: We’ve organized Trends using STEEP: Social, Technology, Economic, Environmental, and Political. Each trend includes a brief trend summary, a footnoted source, and discussion questions to help you analyze and act on the trend.

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Conference Recordings

Published
July 16, 2021

2021 Annual Conference | July 2021

2020 Foresight

Scenario Planning in the Age of Pandemic

By: Jan O'Brien, Thompson Rivers University | Dana Prymak, Thompson Rivers University

In this presentation, we'll demonstrate a step by step how-to for you to apply on your own campus with a vivid description of deliverables, tools, and 'gotchas.'
Abstract: The disruptive nature of a post-COVID world provides the perfect opportunity for institutions to use scenario planning as a tool to navigate through an uncertain future. Scenario planning is especially useful for communicating external and internal trends and bridging a discussion between the most recent visioning exercise and transition. In this presentation, we'll demonstrate a step by step how-to for you to apply on your own campus with a vivid description of deliverables, tools, and 'gotchas.'

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Conference Presentations

Published
July 13, 2021

2021 Annual Conference | July 2021

A Future Pathway

Leading in a Global Public Health Crisis and Social and Racial Injustice

By: Larisa Genin, Wichita State University | Eileen Strempel, University of Cincinnati-Main Campus | Elizabeth Tutelman, Temple University | Joseph Youngblood II, Thomas Edison State University

This presentation will demonstrate how leaders can surmount 2021’s obstacles by aligning strategic priorities for the future.
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.

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