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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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$35

Planning for Higher Education Journal

Published
March 24, 2023

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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.

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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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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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Free

Non-Member Price:
Free

Conference Presentations

Published
July 14, 2019

2019 Annual Conference | July 2019

Integrating Assessment, Strategic Planning, and Budgeting Processes in Higher Education

By: Hiba Itani,Dania Salem

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.

Member Price:
Free

Non-Member Price:
Free

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.

Member Price:
Free

Non-Member Price:
Free

Conference Presentations

Published
July 14, 2019

2019 Annual Conference | July 2019

How Chief Academic Officers Can Successfully Work With Their Chief Business Officers to Ensure Institutional Success

By: Ruth Johnston

Abstract: As institutions vie for enrollment, states divest in funding for higher education, and student needs are growing, it is imperative that senior leadership, especially the chief academic officer (CAO) and chief business officer (CBO), work in tandem and build the culture together. Join this interactive session to hear what CAO and CBOs need to focus on together, how to support each other, tools to use, tips for success, and how you can help.

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Free

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Free

Conference Presentations

Published
July 14, 2019

2019 Annual Conference | July 2019

Your Resources

Put Them Where They Will Do the Most Good

By: Larry Goldstein

This session focuses on the need to employ a coordinated and aligned approach to planning, resource allocation, and assessment.
Abstract: Higher education’s resource situation is not good and is not expected to get better in the foreseeable future. Elite and wealthy institutions are relatively immune to these pressures, but the overwhelming majority of other institutions are continually struggling to match resources to mission. Several actions, though difficult and painful, would help reduce the gap between available resources and those needed to meet stakeholders’ needs. This session focuses on the need to employ a coordinated and aligned approach to planning, resource allocation, and assessment. It goes on to describe a proven practice for utilizing all three to match resources to mission—strategic resource allocation. Finally, it offers suggestions for initiating the conversation on your campus.

Member Price:
Free

Non-Member Price:
Free