Learning Resources

Abstract: Amid declining public trust, demographic challenges, and mounting concerns about affordability, many institutions are asking whether the long-held “iron triangle” of higher education—where reducing cost inevitably diminishes quality and underrepresented student access—still holds true. This article draws on case studies of Purdue University and the University of Wisconsin–Madison, which sustained decade-long tuition freezes. Their experiences reveal lessons in leadership, culture, process reengineering, financial positioning, and trade-offs that suggest the iron triangle can, in some cases, be bent.

Abstract: Integrated planning leverages stakeholder insights and knowledge to make better, more informed decisions. No stakeholder is more important than our students, which is why we’re releasing a special issue of Trends focusing on their perspectives. This Trends for Higher Education: The Student Voices Edition describes student perspectives on four trends featured in recent issues of Trends for Higher Education. Campus Sonar, a social listening firm, collected data from social platforms like Reddit and X to analyze what students are saying about artificial intelligence, their personal finances, enrollment and attrition decisions, and international students. Learn more about the opinions, reactions, and perspectives students have about these critical issues, preparing your institution to engage with your students in a more informed way. Use this report to:

• Inform your student stakeholder engagement strategies
• Develop questions for student surveys and focus groups
• Benchmark against findings from your student stakeholder engagement efforts
• Add context to what you’ve learned about your students and their perspectives

Abstract: Traditional strategic planning can lead to a static plan that does little to inspire implementation or true change. This session will detail a process that promotes buy-in and engagement while providing structured frameworks to support implementation and assessment. Our framework provides support for a campus community to 'live' its institutional strategic plan through the strategic planning cycle (SPC) at the unit level, informing the realization of institutional goals and outcomes. We'll provide our tools and approaches for you to access and review, as well as the rationale for developing support for your own campus communities to 'live' their strategic plan.

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.

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.

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.

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

Abstract: Part 1 of this series described a major contraction in the pool of college-going 18-year-olds that will reverse decades of growth and stability for higher education. Drawing on the path-breaking analysis of Carleton College economist Nathan Grawe, it outlined how widespread but variable the change will be, and discussed some of the effects—on enrollment, revenue, facilities, staffing, and more—for which colleges and universities should be preparing. This Part 2 explores these implications: How can we shape a planning context that supports success in the coming 10 or 20 years? What attitudes and skillsets will remain useful, and what may need to change?

Abstract: The purpose of the research was to observe process maturity associated with the design and development of mission-aligned online academic programs at Jesuit institutions in the United States. Twenty of the twenty-seven American Jesuit institutions were represented, including respondents who were most responsible for implementing the process used to design and develop online courses and programs. A custom survey was created to measure the process maturity involved in planning, implementing, and evaluating the design and development. The research design focused on narrative analysis of each institutional mission, which identified themes and keywords that were included in the custom survey.