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.

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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.

Institutions Mentioned: University of Colorado Denver, Texas Tech University, Augusta University, Southeast Community College
Planning Types: Strategic Planning, Resource Planning, Institutional Effectiveness Planning
Tags: Alignment, Budget / Finance, Budget Planning, Communication, Data, Decision Making, Engaging Stakeholders, Institutional Effectiveness, Resource Allocation

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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

Institutions Mentioned: Minnesota State University-Mankato
Planning Types: Academic Planning, Strategic Planning, Resource Planning
Tags: Adaptable Plans, Alignment, Assessment / Analytics, Data, Disruptive Change, Enrollment Management, Environmental Scanning, Higher Ed Trends, Organizational Change, Planning Processes, Presidential Leadership, Student Demographics, Student Success

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Transforming Data into Meaningful Information

Put Methodologies in Action with Data-Driven Integrated Planning

By: Douglas Masterson, PhD, Christopher M. Davis, PhD, and Suzanne Carbonaro, MEd

Leaders in two different accreditation regions share best practices and lessons learned from their integrated planning evolution and its impact on operational efficiency and student learning.

From Volume 51 Number 2 | January–March 2023

Abstract: Institutional success depends on long-term sustainability, connecting investments with outcomes, and creating a culture that is data-informed. As the role of institutional effectiveness expands across higher education, designing a comprehensive integrated planning process is critical. Integrated planning requires a unified approach to utilizing academic and administrative data for continuous improvement. However, this can be an overwhelming process for institutions, with many unsure of where to start. Learn from leaders in two different accreditation regions as they share best practices and lessons learned associated with their integrated planning evolution and its impact on operational efficiency and student learning.

Institutions Mentioned: University of Southern Mississippi, University of Maryland-Global Campus
Planning Types: Academic Planning, Institutional Effectiveness Planning, Resource Planning
Tags: Academic Program Review, Alignment, Assessment / Analytics, Budget Planning, Dashboards, Data, Faculty Productivity, Metrics, Planning Processes, Planning Technology, Resource Allocation, Student Learning Outcomes, Student Success, SWOT Analysis

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Blog Post

Published
March 17, 2023

Cultivating 55+ Communities on Campus

Higher Education and Senior Living

By: Apryl Motley, CAE, SASM

To gain insight into the potential opportunities and obstacles university-based retirement communities (UBRCs) present for higher education, we turned to Andrew Carle, adjunct faculty member, senior living administration for Georgetown University’s Master of Science Program in Aging & Health.

Institutions Mentioned: Georgetown University, Indiana University-Bloomington, Iowa State University
Planning Types: Campus Planning, Resource Planning
Tags: Demographics, Higher Ed Trends, Public-Private Partnerships (P3), Real Estate, Town and Gown, Trends External to Higher Ed

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Book Review: Higher Education Business Models Under Stress

Achieving Graceful Transitions in the Academy

By: Susan C. Allen, MBA

From Volume 50 Number 2 | Jan–Mar 2022

Abstract: Higher Education Business Models Under Stress: Achieving Graceful Transitions in the Academy
by Melody Rose and Larry D. Large
AGP: Washington, DC: 2021
140 Pages
ISBN: 978-1-951635-12-1

Institutions Mentioned: Marylhurst University
Planning Types: Resource Planning
Tags: Assessment / Analytics, Cost of Higher Ed, COVID-19, Disruptive Change, Higher Ed in Society, Higher Ed Trends, Student Demographics

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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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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 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.

Institutions Mentioned: Temple University, Thomas Edison State University, University of Cincinnati-Main Campus, Wichita State University
Planning Types: Academic Planning, Continuity Planning, Diversity, Equity, and Inclusion Planning, Institutional Effectiveness Planning, Resource Planning, Strategic Planning
Tags: Community Engagement, COVID-19, Engaging Stakeholders, Leadership, Professional Development, SCUP 2021 Annual Conference

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Conference Recordings

Published
July 12, 2021

2021 Annual Conference | July 2021

Building a Path Forward

Overcoming Pandemic Impacts on HBCUs

By: Anthony Brown, United Negro College Fund Inc | Troy Glover, DLR Group | Logan Hampton, Lane College | Yogesh Saoji, DLR Group | Leroy Staggers, Morris College

United Negro College Fund and HBCU college leaders will examine enrollment, instruction, student success, historic preservation, and fundraising in a post-pandemic world and explore how we can transform these challenges into successes.

Abstract: HBCUs have a tradition of providing affordable, culturally accessible higher education to minority and first-generation students as they support disadvantaged communities. The evolution of planning, partnerships, and pedagogy at HBCUs provides lessons for any stressed institution. United Negro College Fund and HBCU college leaders will examine enrollment, instruction, student success, historic preservation, and fundraising in a post-pandemic world and explore how we can transform these challenges into successes. Join the panel for an engaging discussion about physical, academic, financial, and operational strategies for reshaping and strengthening HBCUs and apply lessons learned to address diversity, equity, and inclusion at your institution.

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