Learning Resources

Why Strategic Plans Aren’t Working in Uncertain Times

Because Strategic Planning Should Be a Dynamic, Robust Process

By: Daniel Seymour, PhD

The author’s approach to his research-based Strategic Planning in Uncertain Times Fieldbook began with a sampling review of 50 strategic plans. What emerged was the development of an organizational learning cycle used as a template to assess the effectiveness of strategic plans on more than 250 college and university websites.

From Volume 52 Number 3 | April–June 2024

Abstract: A strategic plan is supposed to “bring the future into the present so that you can do something about it now.” Almost every college or university has such a plan because accreditors and governing boards require one. The question is: Why do so many higher education institutions seem to be unprepared when they take drastic actions (e.g., eliminating programs, cutting faculty and staff members, etc.) in uncertain times? The author studied more than 250 colleges and universities and suggests the answer in this article.

Institutions Mentioned: Methodist University, Fontbonne University, University of North Carolina at Greensboro, West Virginia University
Planning Types: Strategic Planning
Tags: Adaptable Plans, Alignment, Building (or Writing) the Plan, Change Management, Implementation, Institutional Planning, Leadership, Leadership Attitude Toward Planning, Mission / Vision / Identity, Organizational Change, Planning Processes, Preparing to Plan

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The Strategic Planning Checklist

17 Critical Mistakes to Avoid in Higher Education

By: Dr. Daniel Seymour - Tenured Professor, Administrator, and Consultant

Learn from a research-based analysis of over 250 colleges and universities.

Abstract: Learn from a research-based analysis of over 250 colleges and universities. What is the difference between the Strategic Plan and Strategic Planning? How do we ensure planning is not a one-time event, but an ongoing organizational learning cycle that endures the changing environment? The analytic framework featured in this webinar is a Strategic Planning/Organizational Planning Cycle that derives a series of “what not to do” dictums (guidelines?) that support higher education institutions. Don’t make these critical mistakes derail you during these uncertain times

Planning Types: Strategic Planning
Tags: Organizational Change, Original Research, Planning Processes

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Blog Post

Published
April 1, 2024

Navigating Student Success

‘Navigators’ Are Critical in Indiana University of Pennsylvania’s Institution-Wide Initiative

By: Apryl Motley, CAE

To gain additional insight into how integrated planning to support student success can be a game changer, we turned to Paula Stossel, strategic advisor to the president for student success, and Amber Racchini, vice provost for student academic success, at Indiana University of Pennsylvania. They graciously accepted our invitation to address questions about their cross-functional effort to ensure a student-centered approach to delivery of support services at IUP.

Institutions Mentioned: Indiana University of Pennsylvania-Main Campus
Planning Types: Academic Planning, Student Affairs Planning
Tags: Alignment, Engaging Stakeholders, Organizational Change, Student Engagement, Student Experience, Student Retention, Student Services, Student Success, Student Support Services

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Conference Presentations

Published
March 22, 2024

Support Your Mission Through Data-informed Capital Investment

By: Michael Glaros, CannonDesign | Paul Mills, CannonDesign | Kerry Norberg, Montgomery College

By right-sizing course offerings, classrooms, and buildings, planners can drive incremental improvements that help to advance campus culture.

Abstract: By right-sizing course offerings, classrooms, and buildings, planners can drive incremental improvements that help to advance campus culture. We’ll demonstrate how to leverage data on course enrollment, classroom utilization, and learning trends to inform strategic investments in capital improvement, curriculum development, and recruitment. This session will uncover ways of making progress on campus by addressing issues related to enrollment changes and student activity while navigating lean capital funding conditions.

Planning Types: Campus Planning
Tags: Capital Funding, Data, Facilities Assessment, Facilities Funding, Space Assessment

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Financial Planning for Central Utility Plant Decarbonization

Divide and Conquer the Lift Across Different Funding Options

By: Andrew Honeyman, BSME, and Paul Graves, BSME

Vital stakeholder feedback and consensus from various university departments reveal the proper approach to building issues. Institutions such as the University of North Dakota used technical planning to produce well-informed financial modeling and right-sized financial plans.

From Volume 52 Number 2 | January–March 2024

Abstract: Implementing central utility plant (CUP) decarbonization projects requires strategic financial planning, collaboration, and consensus-building from the entire university community. This article describes gathering support from facilities management, executive staff, and lawmakers through technical and financial charrettes. Learn how technical planning produces well-informed financial modeling and right-sized financial plans, and how shared planning between design teams and facility planners creates tailored funding options, including IRA incentives, to fund decarbonization.

Institutions Mentioned: University of North Dakota, Kentucky State University
Planning Types: Campus Planning
Tags: Alignment, Carbon Neutral, Energy Infrastructure, Engaging Stakeholders, Facilities Funding, Facilities Planning, Public-Private Partnerships (P3), Sustainability (Environmental)

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The Stories in These Walls

Integrated Planning Throughout Capital Projects Can Fuel Donor Engagement and Enhance Stewardship

By: John Roberson, MBA, and Toby Marlatt, BA

Cross-functional teams at the University of Wyoming, University of Nebraska-Lincoln, and University of North Dakota effectively used storytelling techniques to position donors within the narrative of the universities’ missions and strategic plans.

From Volume 52 Number 2 | January–March 2024

Abstract: Engaging donors at the planning stage of a capital project is a critical step in the campaign’s success. This article describes the use of storytelling techniques in donor outreach at three universities. We outline how cross-functional teams, involving campus planners and architects, university development and marketing and communications staff, and consultant firms, collaboratively planned and implemented donor engagement techniques. A story-oriented integrated project team enhanced philanthropy and stewardship by focusing on student and research outcomes, donor anecdotes, and sketches or conceptual renderings while positioning the donors themselves within the narrative of the university’s mission and strategic plan.

Institutions Mentioned: University of Wyoming, University of Nebraska-Lincoln, University of North Dakota
Planning Types: Campus Planning
Tags: Academic Facility, Advancement Planning, Business School Facility, Capital Funding, Engaging Stakeholders, Facilities Design, Facilities Funding, Facilities Planning

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Conference Presentations

Published
March 5, 2024

Placemaking, Programming, and Plaza: An Innovative P3 Approach to Activation

By: Dan Biederman, Biederman Redevelopment Ventures | Brian Naumick, Edgemoor Infrastructure & Real Estate | Cathy Pinskey, George Mason University | Melissa Thierry, George Mason University

For colleges and universities to achieve their goals with extremely limited resources, they must rely on constructive partnerships. This session will focus on building those connections for placemaking on campus, which is a critical aspect of activating a successful innovation ecosystem.

Abstract: For colleges and universities to achieve their goals with extremely limited resources, they must rely on constructive partnerships. This session will focus on building those connections for placemaking on campus, which is a critical aspect of activating a successful innovation ecosystem. Activation does not simply happen because a plaza exists; rather, it requires organizational structure, programming, funding models, and partnership. This session will explore cross-disciplinary planning?internally within the institution and with external partners?as well as provide resources for creating a framework for public space activation.

Planning Types: Campus Planning
Tags: Landscape / Open Space, Placemaking, Public-Private Partnerships (P3)

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Book Review: “Whatever It Is, I’m Against It”

Resistance to Change in Higher Education

By: John Kilmarx, PhD

From Volume 52 Number 2 | January–March 2024

Abstract: Brian Rosenberg, the author of “Whatever It Is, I’m Against It”: Resistance to Change in Higher Education, argues that improvements in higher education are needed—which is certainly not a controversial or surprising outlook. However, he also says many institutions are on an unsustainable financial path, which makes the imperatives for change more urgent. What exactly needs to be addressed and how dramatically, though, is a matter of one’s perspective. The reviewer observes that in most cases, sustainable changes have been ongoing but incremental, not transformational. Some stakeholders might celebrate that fact. In other corners, this is not enough, and so frustrations abound.

Tags: Change Management, Disruptive Change, Organizational Change

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Collaborating, ‘Speed Dating,’ Celebrating, and More

Augusta University Equipped a Core Team to Engage Stakeholders in Strategic Planning

By: Mickey Williford, MPA and Brittany Cipollone, MBA, MAT

University colleagues share techniques and tools they find effective in their strategic planning process—and in fostering participation and intentional conversations.

From Volume 52 Number 1 | October–December 2023

Institutions Mentioned: Augusta University
Planning Types: Strategic Planning
Tags: Alignment, Building (or Writing) the Plan, Engaging Stakeholders, Environmental Scanning, Institutional Effectiveness, Planning Processes, Project Management, Team Building, Unit Planning

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Overcoming a $90M Budget Overage in Vanderbilt University’s Residential Colleges

A Multifaceted Team Worked Collaboratively to Stem Overruns

By: David Bailey, BA, AIA, LEED AP, and Walt Massey, BA

The University, architects, engineers, strategic planning consultants, and contractor teams worked hand in hand to peel back the onion to stem the overruns.

From Volume 52 Number 1 | October–December 2023

Abstract: When Vanderbilt University began seeing signs that cost escalation, scope additions, campus requirements, and authentic Collegiate Gothic architecture for their proposed new residence halls were all pressuring the budget, a multifaceted team worked collaboratively and arduously to stem the overruns.

Institutions Mentioned: Vanderbilt University
Planning Types: Campus Planning
Tags: Academic Facility, Engaging Stakeholders, Facilities Design, Facilities Planning, Implementation, Leadership in Energy and Environmental Design (LEED), Mixed-Use, Modifying the Plan, Project Management, Project Management / Delivery, Student Housing

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