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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.

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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 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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Webinar Recordings

Published
January 13, 2022

Higher Education Business Models Under Stress, Part 2

Graceful Business Model Transitions: Planning and Executing a College or Campus Closure

By: Rick Seltzer (Moderator), Higher Ed Dive | James E. Lyons Sr., AGB Consulting | Lynn Priddy, Claremont Lincoln University | Melody Rose, Nevada System of Higher Education

Join a panel discussion moderated by Rick Seltzer, senior editor of Higher Ed Dive, with guest panelists Melody Rose, author of AGB’s new book Higher Education Business Models Under Stress, and Lynn Priddy and James Lyons Sr., higher education leaders with experience closing financially distressed colleges and universities.
Abstract: Securing financial viability requires an engaged board that is monitoring the right trends and campus indicators, asking the right questions of campus leaders about the institution’s finances, and doing the scenario planning and stress testing necessary to transform a business model under stress.

The governing board’s fiduciary duty to steward the institution’s financial health requires that boards and leaders consider business model transformations, and plan for a range of scenarios like mergers, affiliations, strategic partnerships, and even—when all other options are exhausted—final transformations such as campus closures when continued mission fulfillment is impossible.

This is part two of a two-part webinar series delivered in partnership between SCUP and the Association of Governing Boards of Universities and Colleges (AGB), “Higher Education Business Models Under Stress: Planning for Successful Transitions”. This series will help build your fiduciary understanding of your institution’s business model as you prepare the campus for a range of possible business transformations, from mergers, strategic affiliations, corporate partnerships, or even the ultimate scenario of a campus closure. View the recording for part one, “Board Oversight of Finance and the Business Model: Key Indicators and Trends for Scenario Planning and Stress Testing”.

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Conference Recordings

Published
October 26, 2021

2021 North Central Regional Conference | October 2021

Shared Services Models

An Opportunity for Efficiencies

By: Carolyn Farley, DIRTT Environmental Solutions | Chenise Ryan, University of Alabama at Birmingham | Melissa Shuter, University of Louisville | Lee Smith, Huron Consulting Group Inc

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

2021 Southern Regional Conference | October 2021

Shared Services Models

An Opportunity for Efficiencies

By: Carolyn Farley, DIRTT Environmental Solutions | Chenise Ryan, University of Alabama at Birmingham | Melissa Shuter, University of Louisville | Lee Smith, Huron Consulting Group Inc

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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Conference Recordings

Published
July 15, 2021

2021 Annual Conference | July 2021

Entrepreneurial Planning

Engaging Diverse Stakeholders, Developing Innovative Approaches, and Achieving Results

By: Rebecca Corbin, National Association for Community College Entrepreneurship | Christine Mollenkopf-Pigsley, Minnesota State University-Mankato | John Rainone, Dabney S Lancaster Community College

Join this session for a facilitated, interactive journey with two college and university leaders that will explore the application of the effectuation model to college planning.
Abstract: In times of disruption and economic challenge, we are given the opportunity to think and act differently. We can experiment with new approaches and collaborate with unlikely partners. Dr. Rebecca Corbin, President and CEO of the National Association for Community College Entrepreneurship, will facilitate an interactive journey with two college and university leaders that will explore the application of the effectuation model to college planning. There is a science to entrepreneurship. Tools, examples, and recommended steps will begin your journey of effectual planning.

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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.

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Planning for Higher Education Journal

Published
June 7, 2021

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Increasing Alumni Giving at HBCUs

Start by Broadening the Job Titles of Those Who Do the Asking

By: Stevie L. Lawrence II, PhD, and Antwon D. Woods, PhD

By reviewing historical perspectives and conducting current-day personal interviews, the authors researched ways to engage HBCU alumni in giving back to their alma maters.

From Volume 49 Number 3 | April–June 2021

Abstract: In higher education philanthropy, alumni giving is a tremendously vital aspect, especially for Historically Black Colleges and Universities (HBCUs). Throughout the history of alumni giving, though, HBCUs have not enjoyed the same success in soliciting and cultivating donations as Primarily White Institutions (PWIs) have. We compiled literature and conducted snowball sampling of private HBCU alumni to understand the motivations for giving or not to their alma maters.

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Planning for Higher Education Journal

Published
May 15, 2020

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Reduce Curriculum Costs While Increasing Student Enrollment

Optimizing Academic Balance Analyses Let Kentucky Institutions Stay Competitive

By: Kenneth L. Hoyt

Results of the study supplied evidence needed to support tough institutional decisions. The 13 Kentucky colleges and universities that participated in the research now have critically important data to use in making choices about how they best serve their students, maximize scarce resources, and sustain financial stability.

From Volume 48 Number 3 | April–June 2020

Abstract: An Optimizing Academic Balance (OAB) analysis provides colleges and universities with effective tools to use in making strategic academic decisions needed to stay competitive in the context of institutional mission, program quality, market potential, cost, and revenue. The Association of Independent Kentucky Colleges and Universities recently completed a three-year statewide OAB project with the participation of 13 higher education institutions. The results supported the colleges and universities in making tough decisions.


A Follow-Up

An introduction to the Optimizing Academic Balance process and early results of the research were published in the 2015 Planning for Higher Education article, “Reshaping Your Curriculum to Grow the Bottom Line,”. The current article, with final research data, represents the study’s wrap-up report.

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