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Tool

Published
September 20, 2023

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Integrated Planning Competencies

By: SCUP

This toolkit details the competencies—knowledge, dispositions, and skills—an individual needs to perform integrated planning in higher education.
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.

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Webinar Recordings

Published
April 26, 2023

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Transform Existing Planning and Implementation Processes

An Overview of the Webinar Series and Case Study of the MCPHS School of Pharmacy-Boston

By: Robert Brodnick, Sierra Learning Solutions | Robert DiCenzo, Massachusetts College of Pharmacy and Health Sciences | Joseph (Tim) Gilmour, Strategic Initiatives, Inc. | Donald Norris, Strategic Initiatives, Inc.

Join us as a panel of experienced leaders provide an overview of a systematic approach for getting started on transformation.
Abstract: Join us as a panel of experienced leaders provide an overview of a systematic approach for getting started on transformation. The primary focus will be on how to redirect traditional strategic planning processes into ones that center on transformative and continuously adapting strategies rather than the relatively inflexible plans currently used by most institutions.

Additionally, presenters will describe how to transform existing ineffective approaches for the “implementation” of strategic plans through “orchestration.” This approach weaves together all of the ingredients needed for successful implementation—strong leadership, needed organizational capacity, necessary changes in culture, and measures to assess goal achievement.

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$35

Webinar Recordings

Published
February 28, 2022

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Transformation Best Practices in the Decade Ahead

By: Donald M. Norris, PhD, Strategic Initiatives, Inc. | Joseph (Tim) Gilmour, PhD, Strategic Initiatives, Inc. | Linda B. Baer, PhD, Strategic Initiatives, Inc.

Inexorable challenges demand that higher education transform . . . and that transformation needs to start now. Learn more about these challenges and the knowledge, skills, and capabilities an institution needs to transform in the coming decade from the authors of the new book Transforming for Turbulent Times: An Action Agenda for Higher Education Leaders.

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ebook

Published
January 25, 2022

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Transforming for Turbulent Times

An Action Agenda for Higher Education Leaders

By: Donald Norris, Joseph (Tim) Gilmour, Linda Baer

Transforming for Turbulent Times: An Action Agenda for Higher Education Leaders can prepare your institution for the new learning ecosystem that will revolutionize work and learning by 2030. This book outlines a proven, eight-step process for planning, leading, navigating, and orchestrating the transformation necessary to thrive in the new world of knowledge, work, and learning. Whatever your role in your college, university, or learning enterprise, you’ll learn the principles, techniques, and actions that will make you indispensable to its transformation in these turbulent times.
Abstract: Higher education is entering a period of unparalleled turbulence. By 2030, a global knowledge, work, and learning ecosystem will revolutionize work and learning. It will empower individuals to fuse learning, living, and work over 60-year time spans. Tens of millions of additional learners—or even more—will be added to the global learning force. To compete in this rapidly expanding arena, traditional institutions will need to transform, starting now.

Transforming for Turbulent Times: An Action Agenda for Higher Education Leaders will help you support your institution in its efforts to rise to these challenges.

This book outlines a proven, eight-step process for planning, leading, navigating, and orchestrating the transformations necessary to thrive in this new ecosystem. Whatever your role in your college, university, or learning enterprise, you’ll learn the principles, techniques, and actions that will make you indispensable to its transformation in these turbulent times.

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Non-Member Price:
$40

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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Free

Non-Member Price:
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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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$50

Conference Recordings

Published
July 20, 2020

2020 Annual Conference | July 2020

This recording is available to conference registrants and SCUP members only.

Keynote: The Empowered University

Shared Leadership for Academic Success and Crisis Management

By: Freeman Hrabowski, University of Maryland, Baltimore County | Rick Straka (Moderator), Minnesota State University-Mankato

Freeman A. Hrabowski III has led a transformation of UMBC (University of Maryland, Baltimore County) from a young, regional institution to an innovative research university. In our opening keynote, he discusses how—by taking a hard look in the mirror, understanding strengths and weaknesses, assessing opportunities and challenges, and engaging in difficult conversations—an empowered campus can innovate in course redesign, group-based and experiential learning, entrepreneurship and civic engagement, academic inclusion, and faculty diversity.
Abstract: Freeman A. Hrabowski III has led a transformation of UMBC (University of Maryland, Baltimore County) from a young, regional institution to an innovative research university. In our opening keynote, he discusses his new book, The Empowered University, which probes the ways in which an empowering culture and shared leadership enable a campus to tackle tough issues when times are good and manage challenges when crises emerge. He discusses how—by taking a hard look in the mirror, understanding strengths and weaknesses, assessing opportunities and challenges, and engaging in difficult conversations—an empowered campus can innovate in course redesign, group-based and experiential learning, entrepreneurship and civic engagement, academic inclusion, and faculty diversity.

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Planning for Higher Education Journal

Published
October 1, 2015

Systemness

A Case Study

By: Frances A Viggiani, David Szczerbacki

This article traces the launch of a substantial reorganization of public higher education in Connecticut through the lens of “systemness”. The case study details the dynamics and challenges of implementing “Transform CSCU 2020” in a period of turbulence and change with a concluding focus on lessons learned.

From Volume 44 Number 1 | October–December 2015

Abstract: State institutions of higher education in Connecticut are experiencing a dramatic and unprecedented period of change: the consolidation of four universities and 13 community colleges into Connecticut State Colleges & Universities (CSCU) and the creation of a new administrative structure. This article charts the early stages of this process, presenting events as they unfolded during Governor Dannel Malloy’s first term beginning in January 2011, through his November 2014 reelection, until his state budget was passed in June 2015.

Advocates of systemness in higher education are challenged to balance the promise of centralized leadership and localized prerogative in designing and implementing policy. Systemness offers the promise of synergy and innovation within and across the system guided by common purpose and vision.

This article discusses five specific implementation processes and challenges: a systemwide credit transfer articulation program; Southern Connecticut State University’s early Transform CSCU 2020 initiatives; an ongoing effort throughout CSCU to develop a systemwide identity; the potential impact of budget constraints on systemness; and difficulties selecting and developing administrators and leaders.

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Planning for Higher Education Journal

Published
April 1, 2015

Effective Use of Resources: SCUP–11 in Retrospect

Integrating Academic, Fiscal, and Facilities Planning

By: Raymond M. Haas

From Volume 43 Number 3 | April–June 2015

Abstract: A reprint of the 1976 article with a new 2015 introduction by the author.

Original abstract: Drawing on his experience as Provost for Planning at West Virginia University, Raymond M. Haas deals in the following article with the importance of a proper charge to the Planning Office as a means of achieving integrated planning. He further proposes that the role of the Planning Office should be clearly coordinative in the nature--to the point where its only responsibility for actual planning should be in planning the planning process. Finally, he argues that "... integrated planning can be achieved only when planning is a regularly scheduled activity which occurs frequently, and which produces results that manifest themselves in the allocation, reallocation, and effective use of resources within the institution." The author's remarks have been adapted from his presentation at the Society's 11th Annual Conference in Washington, D.C.

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Planning for Higher Education Journal

Published
October 1, 1976

Effective Use of Resources: SCUP–11 in Retrospect

Integrating Academic, Fiscal, and Facilities Planning

By: Raymond M. Haas

From Volume 5 Number 5 | October 1976

Abstract: Drawing on his experiece as Provost for Planning at West Virginia University, Raymond M. Haas deals in the following article with the importance of a proper charge to the Planning Office as a means of achieving integrated planning. He further proposes that the role of the Planning Office should be clearly coordinative in the nature--to the point where its only responsibility for actual planning should be in planning the planning process. Finally, he argues that "... integrated planning can be achieved only when planning is a regularly scheduled activity which occurs frequently, and which produces results that manifest themselves in the allocation, reallocation, and effective use of resources within the institution." The author's remarks have been adapted from his presentation at the Society's 11th Annual Conference in Washington, D.C.

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