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Conference Presentations

Published
March 5, 2024

Launching the Duquesne College of Osteopathic Medicine From the Ground Up

Establishing a new college within a university requires coordination with the accrediting body, other university disciplines, the city, donors, and neighboring landowners. We’ll outline and discuss how we navigated the process, challenges, and opportunities related to Duquesne University’s new College of Osteopathic Medicine, including the collaboration with the City of Pittsburgh’s Forbes Avenue Improvement Initiative.
Abstract: Establishing a new college within a university requires coordination with the accrediting body, other university disciplines, the city, donors, and neighboring landowners. We’ll outline and discuss how we navigated the process, challenges, and opportunities related to Duquesne University’s new College of Osteopathic Medicine, including the collaboration with the City of Pittsburgh’s Forbes Avenue Improvement Initiative. Through practical, implementable approaches to growth-focused programming in a new urban facility, this session will offer lessons learned, priorities, and planning tools for flexibility and improvement.

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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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Blog Post

Published
December 11, 2023

Addressing Employee Needs in Higher Education:

A Path to Transformation and Excellence

In recent years, higher education staff throughout North America have increasingly expressed concern about compensation, work/life balance, and sense of agency over work. 24% of all staff are actively seeking roles outside of higher education, and 70% of staff at large or public universities would consider changing jobs. A recent survey form over 400 college and university staff provides actionable steps for a brighter future.

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Blog Post

Published
October 5, 2023

Listen Up Leaders

Two-Way Communication Is Important in Establishing Trust

To gain additional insight into strategies for establishing trust between stakeholders and their leaders, we turned to Sonia Alvarez-Robinson, associate vice president for strategy and organizational effectiveness, Georgia Institute of Technology.

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Example Plans

Published
August 8, 2023

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Example Plans

Published
June 30, 2023

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Planning for Higher Education Journal

Published
February 7, 2023

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Managing Change from the Murky Middle

Offering Role Structure and Support Helps Middle Managers Effectively Lead Change

Middle managers are often blamed for change failure and portrayed as change resisters or saboteurs. However, what looks like obstructionist behavior could actually be the observable effects of role ambiguity.

From Volume 51 Number 2 | January–March 2023

Abstract: Middle managers are often blamed for change failure and portrayed as change resisters or saboteurs. However, what looks like obstructionist behavior could actually be the observable effects of role ambiguity. Absent clear expectations, middle managers might assume their own unsanctioned change leadership path or take on no role at all because they lack understanding about their responsibilities. This article explores the complexity of middle managers’ experience, examines how middle managers at a two-year college navigated the uncertainty of their role within the context of institutional change, and provides readers with suggestions for equipping middle managers to become effective change agents.

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Planning for Higher Education Journal

Published
December 12, 2022

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Social Mobility and the Graduation Rate Paradox

Can You Advance One and Avoid the Other?

By using a metric-based planning framework, researchers at the University of Texas at El Paso identified areas for institutional intervention to enhance social mobility outcomes.

From Volume 51 Number 1 | October–December 2022

Abstract: Social mobility is an emerging area of focus for higher education institutions. In recent years, we have seen a proliferation of measures related to social mobility produced by publishers, scholars, think tanks, and foundations. However, it is still unclear which social mobility measures to advance, or when to intervene to improve social mobility outcomes. We rely on a century of literature from economics, sociology, and policy analysis to identify an appropriate framework to understand higher education’s contribution to social mobility. Using the metric-based planning framework, we identify areas for institutional intervention to enhance social mobility outcomes.

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Webinar Recordings

Published
September 9, 2022

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Strategic Planning That’s Truly Strategic

What do strategic plans do? What does it mean to be “strategic”? These are among the questions addressed in a recent year-long study of 108 active college and university strategic plans. Hear directly from the researchers as they highlight a few important insights they discovered during their analysis, like how to avoid the many pitfalls of strategic planning and ensure a process focused on strategy and outcomes.
Abstract: What do strategic plans do? Who are they for? What does it mean to be “strategic”? These are among the questions addressed in a recent year-long study of 108 active college and university strategic plans (and the basis of the 2021 book What Makes a Strategic Plan Strategic). Hear directly from the researchers as they highlight a few important insights they discovered during their analysis, like how to avoid the many pitfalls of strategic planning and ensure a process focused on strategy and outcomes.

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ebook

Published
July 21, 2022

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A Practical Guide to Strategic Planning in Higher Education

Second Edition, with New and Updated Content

A resource for anyone engaged in college or university strategic planning, and an excellent primer for planning committees. This second edition also contains new strategies for using an institution’s strategic plan during times of institutional upheaval, and additional techniques for jump-starting various parts of the planning process.
Abstract: A Practical Guide to Strategic Planning in Higher Education is a resource for anyone engaged in college or university strategic planning; it is also an excellent primer for planning committees. Using clear definitions, practical tips, and examples drawn from actual situations, this short book acts as a manual for both experienced planners and those who are new to the process. This second edition also contains new strategies for using an institution’s strategic plan during times of institutional upheaval, and additional techniques for jump-starting various parts of the planning process.

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