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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
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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Free

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Webinar Recordings

Published
November 15, 2021

Higher Education Business Models Under Stress, Part 1

Board Oversight of Finance and the Business Model: Key Indicators and Trends for Scenario Planning and Stress Testing

By: Verne O. Sedlacek (Moderator), Valparaiso University Board of Directors | Carlton Brown, AGB Consulting | Lawrence R. Ladd, AGB Consulting | Melody Rose, Nevada System of Higher Education

Join a panel discussion on business model transformation moderated by Verne Sedlacek, vice board chair of Valparaiso University with guest panelists Melody Rose, coauthor of AGB’s new book, Higher Education Business Models Under Stress, and AGB consultants Carlton Brown and Larry Ladd, experts in higher education budgeting, finance, and strategic planning.
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 one 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 two, “Graceful Business Model Transitions: Planning and Executing a College or Campus Closure”.

Member Price:
Free

Non-Member Price:
Free

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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Non-Member Price:
$50

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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Tool

Published
October 10, 2019

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Stakeholder Analysis and Engagement Toolkit

This toolkit includes recommendations and worksheets to help you analyze your stakeholders and determine how to meaningfully engage them in the planning process.
Abstract: For an integrated planning effort to succeed—particularly in higher education—collective commitment from all of the institutional stakeholders is critical.

To get that collective commitment, you need to do two things: 1) Design your planning process so it leverages your institution’s internal and external cultures, and 2) Involve your critical stakeholder groups in the planning process. Tapping into the stakeholder groups in meaningful ways will increase engagement, transparency, and commitment to the process and the products of integrated planning. Remember, institutional stakeholders are the carriers of your mission and institutional culture. Mission and culture are the key drivers of institutional success. If you do not respect your stakeholders, mission, and culture, your planning efforts will not yield a plan to enhance student success and institutional thriving.

This toolkit includes recommendations and worksheets to help you analyze your stakeholders and determine how to meaningfully engage them in the planning process.

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$40

Tool

Published
May 13, 2019

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Integrated Planning Glossary

Do you call it a “goal,” “objective,” or “priority”? The terms used to describe planning vary from campus to campus. That’s why it’s critical that your college or university creates a shared language around planning that everybody understands. Start here.
Abstract: Do you call it a “goal,” “objective,” or “priority”? The terms used to describe planning vary from campus to campus. That’s why it’s critical that your college or university creates a shared language around planning that everybody understands. The SCUP Integrated Planning Glossary gives you a place to start. Use our list of common planning terms and our definitions to begin conversations about your institution’s unique planning language. Updated October 2021.

Find this helpful? Creating a common language is one of the many vital points discussed in the SCUP Planning Institute workshop—designed to help you and your team move from goals to implementation together.

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Planning for Higher Education Journal

Published
January 1, 2018

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An Exploration of Administrative Bloat in American Higher Education

By: Thomas Wesley Williamson, E. Shannon Hughes, Penny L. Head

Administrative bloat, the ballooning growth of administrative functions and personnel in U.S. higher education, is the unintended consequence of several factors and can be mitigated to some extent through deliberate strategies.

From Volume 46 Number 2 | January–March 2018

Abstract: This article evaluates administrative bloat, the ballooning growth of administrative functions and personnel, in American higher education. This evaluation was undertaken through a review of the available literature describing administrative bloat. Though unintentional, increased spending and government requirements for accountability may have contributed to overall growth and cost in higher education. Similarly, the changing composition of faculty—in terms of tenure-track faculty, annual contracts, and adjunct faculty—may have also played a role in the increased influence that administration has over campus policy and curricular decisions. Strategies to mitigate the cost of administrative bloat and to balance campus decisions between faculty and administration are suggested.

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