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  • Planning Type: Resource Planningx
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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

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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Tool

Published
September 20, 2023

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Integrated Planning Competencies

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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Conference Recordings

Published
October 26, 2021

Shared Services Models

An Opportunity for Efficiencies

Come discover new ways to improve the experience of your campus community by driving both space and personnel efficiencies.
Abstract: This session will explore current shared service models that have achieved winning results for the campuses they serve, including financial successes, space efficiency, and customer satisfaction. Identifying opportunities to develop efficiencies among staff roles and campus space can be useful ways to save money and provide a higher level of service through co-location. Come discover new ways to improve the experience of your campus community by driving both space and personnel efficiencies.

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Conference Recordings

Published
October 4, 2021

Shared Services Models

An Opportunity for Efficiencies

This session will explore current shared service models that have achieved winning results for the campuses they serve, including financial successes, space efficiency, and customer satisfaction.
Abstract: This session will explore current shared service models that have achieved winning results for the campuses they serve, including financial successes, space efficiency, and customer satisfaction. Identifying opportunities to develop efficiencies among staff roles and campus space can be useful ways to save money and provide a higher level of service through co-location. Come discover new ways to improve the experience of your campus community by driving both space and personnel efficiencies.

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Non-Member Price:
$50

Conference Recordings

Published
July 14, 2021

A Mountain Climber’s Guide to Scrambling Through Change

This session will discuss how to take key climbing skills—assessing a changing environment and determining which tools, resources, and expertise are needed to manage change—and apply them to higher education.
Abstract: Solo climbing mountainous terrain is like managing change in higher education—it requires meticulous planning, considerable effort, and the ability to adapt to a changing environment. This session will discuss how to take key climbing skills—assessing a changing environment and determining which tools, resources, and expertise are needed to manage change—and apply them to higher education. It will share a framework to plan for and manage change so you can achieve your personal and professional objectives.

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Conference Recordings

Published
July 14, 2021

Keynote | Michael Sorrell

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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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
July 14, 2019

2019 Annual Conference | July 2019

Planning and Budget Alignment

Put the Annual Plan in the Driver's Seat

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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Conference Presentations

Published
July 14, 2019

2019 Annual Conference | July 2019

Using Integrated Planning to Respond to Disruption in Higher Education

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

Data-Informed Faculty Staffing and Budgeting by Programs

Abstract: Institutions usually spend more on providing courses for some academic programs than others. Stakeholders need to decide where and how to allocate resources to support instruction. This session introduces recent best practices using the Delaware Cost Study data to facilitate 1) the identification of under-resourced academic programs and 2) decision making in faculty budgeting and staffing. You will leave this session ready to re-evaluate the metrics you use to support instructional budgeting decisions so you can identify under-resourced programs and accurately understand faculty hiring needs.

Member Price:
Free

Non-Member Price:
Free