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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

By: Aaron Meis, EdD, and Julee Gard, EdD

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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Example Plans

Published
November 13, 2023

Example Plan

Private Doctoral/Research University (Maryland, United States)

The research university’s 2023 strategic plan.

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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
December 7, 2022

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The Provost Bookshelf: Start, Stop, or Grow?

A Data-informed Approach To Academic Program Evaluation And Management

By: Robert Gray Atkins, Gray Associates | Nicholas Santilli, Society for College and University Planning

Author, and founder of Gray Associates, Robert Gray Atkins joins us for a conversation about his book Start, Stop, or Grow?: A Data-informed Approach To Academic Program Evaluation And Management.
Abstract: Author, and founder of Gray Associates, Robert Gray Atkins joins us for a conversation about his book Start, Stop, or Grow?: A Data-informed Approach To Academic Program Evaluation And Management. Along with moderator Nick Santilli, Senior Director for Learning Strategy at SCUP, we will explore a mission-driven, data-informed program review process outlining how provosts can lead a robust academic planning process focused on determining which programs to start, stop, or grow.

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Webinar Recordings

Published
June 9, 2022

Catapulting African-American Women to Degree Completion at Land-Grant HBCUs

By: Samantha N. Friar, Elgin Community College | Rufus Williams, Managing Director, LoopWealth, and WVON Radio Morning Show Host

What factors support degree completion for African-American women students at Land-Grant Historically Black Colleges and Universities (HBCU)? New research on African-American women's degree completion dives into the contributing factors that support these students and catapult them to the degree completion mark.

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Conference Recordings

Published
July 16, 2021

2021 Annual Conference | July 2021

Developing Shared Metrics to Guide Multi-level Institutional Planning

By: Megan Blackwelder, Northwestern University | Shoshannah Cohen, Northwestern University | Amit Prachand, Northwestern University

This session will focus on the development and use of consistent metrics through the program review process and other key university processes to support integrated planning at the department, school, and university levels.
Abstract: This session will focus on the development and use of consistent metrics through the program review process and other key university processes to support integrated planning at the department, school, and university levels. Using coordinated data at multiple levels of an institution can better inform both strategic planning and budget decisions. We'll share successful examples from Northwestern University that you can apply at your institution, including school-level dashboards that inform the annual strategic planning process as well as department-level planning.

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Conference Recordings

Published
July 13, 2021

2021 Annual Conference | July 2021

Planning the Future of the Past at Lincoln University

By: Brenda Allen, Lincoln University of Pennsylvania | Greg Havens, Sasaki | Dominique Hawkins, Preservation Design Partnership, LLC

Join us to find out how your institution can incorporate its history within its vision, develop strategies for historic building stabilization and renewal, and integrate building strategies with broader campus planning goals.
Abstract: During a challenging time in higher education, Lincoln University offers important lessons for small liberal arts institutions and HBCUs seeking to renew their future vision while honoring and integrating their past. At Lincoln University, a renewed interest in institutional and campus history is inspiring a bold vision for a small liberal arts campus and its culturally-significant buildings. Join us to find out how your institution can incorporate its history within its vision, develop strategies for historic building stabilization and renewal, and integrate building strategies with broader campus planning goals.

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Conference Recordings

Published
July 12, 2021

2021 Annual Conference | July 2021

Strategic Resource Allocation

More Important Than Ever Before

By: Larry Goldstein, Retired, Campus Strategies, LLC

This session will focus on a proven process for fairly and holistically evaluating all current academic programs and support functions to assess their value and contribution to institutional success.
Abstract: Many institutions will not change their mission because of the pandemic, but they will need to change their approach to fulfilling that mission. This session will focus on a proven process for fairly and holistically evaluating all current academic programs and support functions to assess their value and contribution to institutional success. Reallocating resources is difficult in the best of times and performing this function under financial distress is exponentially tougher. Come learn how you can apply our collaborative approach at your institution to make this process more manageable and achieve better outcomes.

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Conference Recordings

Published
July 12, 2021

2021 Annual Conference | July 2021

Building a Path Forward

Overcoming Pandemic Impacts on HBCUs

By: Anthony Brown, United Negro College Fund Inc | Troy Glover, DLR Group | Logan Hampton, Lane College | Yogesh Saoji, DLR Group | Leroy Staggers, Morris College

United Negro College Fund and HBCU college leaders will examine enrollment, instruction, student success, historic preservation, and fundraising in a post-pandemic world and explore how we can transform these challenges into successes.
Abstract: HBCUs have a tradition of providing affordable, culturally accessible higher education to minority and first-generation students as they support disadvantaged communities. The evolution of planning, partnerships, and pedagogy at HBCUs provides lessons for any stressed institution. United Negro College Fund and HBCU college leaders will examine enrollment, instruction, student success, historic preservation, and fundraising in a post-pandemic world and explore how we can transform these challenges into successes. Join the panel for an engaging discussion about physical, academic, financial, and operational strategies for reshaping and strengthening HBCUs and apply lessons learned to address diversity, equity, and inclusion at your institution.

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