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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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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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Planning for Higher Education Journal

Published
March 17, 2022

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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

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Conference Recordings

Published
July 13, 2021

2021 Annual Conference | July 2021

Higher Education’s Financial Trajectory

Are We at an Inflection Point?

By: Susan Fitzgerald, Moody’s Investors Service, Global Higher Education and Nonprofit Ratings | Michael Osborn, Moody’s Investors Service, Global Higher Education and Nonprofit Ratings | Debra Roane, Moody’s Investors Service, Global Higher Education and Nonprofit Ratings

Moody's will discuss the financial outlook for the higher education sector over the next two years and beyond.
Abstract: The external environment confronting colleges and universities continues to rapidly evolve, driven by lingering effects of the pandemic, changing demographics and student preferences, a complex governmental funding environment, and exposure to a broad array of macroeconomic conditions. Moody's will discuss the financial outlook for the higher education sector over the next two years and beyond. Within that context, they will review how they assess the financial health of individual institutions, which are better situated to thrive and which may struggle, and trends in capital funding strategies.

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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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Conference Recordings

Published
March 19, 2021

2021 North Atlantic Regional Conference | March 2021

Designing the Money

Resilient Long-term Planning for CSCU's Sixteen Campuses

By: Keith Epstein, Connecticut State Colleges & Universities | William MacIntosh, G3 Architecture | Scott Page, Scott Blackwell Page

In this session, we'll share how Connecticut State Colleges and Universities (CSCU) applies a standard process to address its unique capital needs and withstand the test of time. CSCU maintains its 10-year capital plan in a dynamic environment to remain relevant and resilient for allocating resources equitably between its sixteen campuses with optimal effect.
Abstract: Establishing capital projects is typically a long-term effort with changes occurring over months. In this session, we'll share how Connecticut State Colleges and Universities (CSCU) applies a standard process to address its unique capital needs and withstand the test of time. CSCU maintains its 10-year capital plan in a dynamic environment to remain relevant and resilient for allocating resources equitably between its sixteen campuses with optimal effect. Come learn how a mission-driven, evidence-based capital planning approach responds to changing demographics and financial conditions while addressing specific facility and infrastructure needs in a wide variety of campus settings.

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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.

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Conference Presentations

Published
October 6, 2019

2019 Southern Regional Conference | October 2019

Disruption is Upon Us

Integrated Planning is Your Superpower

By: Nicholas R. Santilli

This session will discuss sources of disruption and how integrated planning can help institutions prepare for all different types as well as acculturate change conversation on campus.
Abstract: Higher education disruption takes many forms and its origins can range from local to international. Integrated planning is something all institutions need to confront disruption, but few institutions understand or practice. This session will discuss sources of disruption and how integrated planning can help institutions prepare for all different types as well as acculturate change conversation on campus. We will work through several exercises that will show you how to develop two to three competencies to address common challenges, allowing you to apply, tailor, and communicate a robust integrated planning value proposition at your institution.

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Conference Presentations

Published
July 14, 2019

2019 Annual Conference | July 2019

Using Integrated Planning to Respond to Disruption in Higher Education

By: Nicholas R. Santilli

Abstract: FLEXSpace—The Flexible Learning Environments eXchange—and the Learning Space Rating System (LSRS) are tools that can help you plan, design, assess, and improve learning spaces on your campus. In this session, you will learn about the newly released FLEXspace 2.0 along with the LSRS. We'll cover the features and benefits of both tools and how they can be incorporated into the planning process. Come learn how to use these tools to inform designs and support end users from planning through post occupancy.

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Planning for Higher Education Journal

Published
October 1, 2016

Symbiosis

Community Colleges Strengthen Mission by Engaging Their Host Communities through Innovative Partnerships

By: Bryan Irwin,Tyler Patrick

Partnership opportunities are broad and plentiful—only limited by an institution’s imagination.

From Volume 45 Number 1 | October–December 2016

Abstract: Strategic partnerships are a smart fiscal and educational move for higher education institutions. Many of the nation’s community colleges have long explored symbiotic arrangements that benefit student, community, and school. This article examines three schools’ interactions with their host communities and explores how partnerships help deliver on their role as a true community amenity—from providing their students with state-of-the-art learning environments and working with industry leaders to enhance curricula to reaching a geographically disadvantaged demographic of potential students. Partnership opportunities are broad and plentiful and are often only limited by an institution’s imagination.

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