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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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Blog Post

Published
April 1, 2024

Navigating Student Success

‘Navigators’ Are Critical in Indiana University of Pennsylvania’s Institution-Wide Initiative

By: Apryl Motley, CAE

To gain insight into how integrated planning to support student success can be a game changer, we turned to Paula Stossel, strategic advisor to the president for student success, and Amber Racchini, vice provost for student academic success, at Indiana University of Pennsylvania. They graciously accepted our invitation to address questions about their cross-functional effort to ensure a student-centered approach to delivery of support services at IUP.

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Webinar Recordings

Published
May 24, 2023

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Destination 2030

The Need for Transformation Architects

By: Edward Inch, PhD, Minnesota State University – Mankato | Lynn Akey, PhD, Minnesota State University – Mankato | Linda Baer, PhD, Strategic Initiatives and Minnesota State University – Mankato

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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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Webinar Recordings

Published
May 19, 2022

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The Indispensable Planner

By: Donald M. Norris, PhD, Strategic Initiatives, Inc. | Joseph (Tim) Gilmour, PhD, Strategic Initiatives, Inc. | Linda B. Baer, PhD, Strategic Initiatives, Inc. | Michael D. Moss, Society for College and University Planning

Learn more about how planners can play a new, indispensable role—transformation architect—in helping their institutions transform to meet current challenges. The authors of the new book, Transforming for Turbulent Times: An Action Agenda for Higher Education Leaders, describe this transformative role, why planners are obvious candidates for the role, and the new mindset, behaviors, knowledge, and skills they will need to fulfill it.

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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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Conference Recordings

Published
July 15, 2021

2021 Annual Conference | July 2021

Don’t Get Me Started

Launching Integrated Planning Through Crises and Change

By: Brian Berry, University of Arkansas at Little Rock | Erin Finzer, University of Arkansas at Little Rock

This session will address the university's setbacks, challenges, opportunities, and solutions in launching a shoestring integrated planning process amidst multiple crises.
Abstract: In the midst of post-COVID enrollment and financial troubles the University of Arkansas at Little Rock learned to leverage planning and accreditation to build community and resilience. This session will address the university's setbacks, challenges, opportunities, and solutions in launching a shoestring integrated planning process amidst multiple crises: retrenchment, restructuring, leadership changes, an accreditation visit, COVID, and new enterprise resource planning (ERP) software. Find out how your institution can apply out concrete, low-cost, real-life strategies for initial integrated planning initiatives as well as respond to common setbacks and pitfalls in a VUCA context.

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Conference Recordings

Published
July 14, 2021

2021 Annual Conference | July 2021

Keynote | Michael Sorrell

By: Michael J. Sorrell, Paul Quinn College

Dr. Michael J. Sorrell is the longest-serving president in the 148-year history of Paul Quinn College. During his near 14 years of leadership, Paul Quinn has become a nationally regarded institution for its efforts to remake higher education in order to serve the needs of under-resourced students and their communities.
Abstract: Dr. Michael J. Sorrell is the longest-serving president in the 148-year history of Paul Quinn College. During his near 14 years of leadership, Paul Quinn has become a nationally regarded institution for its efforts to remake higher education in order to serve the needs of under-resourced students and their communities.

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Planning for Higher Education Journal

Published
July 1, 2018

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Disrupting Poor Curricular Processes

A Three-Prong Model Approach with Reflections and Suggestions for Institutional Change

By: Elyse Gessler, Evelyn Mocek

A large-scale change process, such as a curricular process revision, can be made easier by following a proven approach and understanding the potential hazards and challenges involved.

From Volume 46 Number 4 | July–September 2018

Abstract: This article applies the three stages of change (mobilization, implementation, and institutionalization) to the academic curricular process change that occurred during the 2014–2015 academic year at the Indiana University of Pennsylvania. Reflecting on the manner in which this major initiative was conceptualized and executed has revealed an inadvertent yet seamless application of Curry’s (1992) organizational change model. Throughout each stage of this organizational change, some inherent principles were maintained while balancing the required condensed timeline for completion. These principles included consistent and transparent consultation with many branches of the university community and revision of proposed processes based on feedback from community members. The goal of the authors in sharing the change process at IUP is to provide potential insights for others on recognizing a need for organizational process revision. The authors highlight the actions taken at IUP, offer recommendations, and identify potential hazards to institutions contemplating organizational change.

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