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Planning for Higher Education Journal

Published
March 5, 2024

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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.

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Planning for Higher Education Journal

Published
January 9, 2024

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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

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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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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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Planning for Higher Education Journal

Published
May 23, 2023

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Quickly Building a Bridge

Use an Institutional Effectiveness Planning Model to Drive Strategic Planning

By: Jason Nicholas, MS, Daniel Cullen, PhD, and Ellen Koski, MPH

Executive leadership changes at Northern Michigan University led the interim president, interim provost, and Board of Trustees to call for a bridge plan to clearly articulate strategic work happening throughout campus. This article describes how the university was able to develop an interim strategic plan with broad campus engagement in less than half a year.

From Volume 51 Number 3 | April–June 2023

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Example Plans

Published
May 23, 2023

Bridge Plan

Public Master’s College or University (Michigan, United States)

In the face of executive leadership changes, this university was able to develop this interim strategic plan, or “bridge plan,” with broad campus engagement in less than half a year.

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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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Planning for Higher Education Journal

Published
April 26, 2022

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The Future of Planning is . . .

. . . Aligned, Integrated, and Collaborative Institutional Effectiveness

By: Michael Ben-Avie, PhD; Kimberly K. Daugherty, PharmD; Lina Di Genova, PhD; Justin P. Hoshaw, MS; Erin M. Isaacson, MA; Nicholas R. Santilli, PhD; Megan Schramm-Possinger, PhD; and Robert Wilkinson, DEd

IE professionals are both translators and integrators—and universities need these people who know how to interpret the data. Within the context of an IIE office, they assist in developing data-informed strategic plans, financial forecasts, enrollment plans, and other assessments of institutional efficacy.

From Volume 50 Number 3 | April–June 2022

Abstract: The institutions that will thrive in the future will be those that use high-quality, relevant mission-driven data as part of their strategic, integrated planning process. Because of this it is imperative to create integrated institutional effectiveness (IIE) offices that serve as the connective tissue among all units within a college or university. The data and expertise of institutional effectiveness can be leveraged to benefit the institution as a whole. In this article, we discuss the value of creating an IIE office and challenges associated with a centralized infrastructure.

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Planning for Higher Education Journal

Published
September 1, 2021

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Prioritizing Campus Diversity Budgets

DEI Funding Has Mostly Survived the Post-Pandemic Cuts

By: Jeffery L. Wilson, PhD, Gerron Scott, MEd, and Reginald L. Stroble, EdD

Researchers learned that if diversity initiatives were a strategic priority for an institution, the 2020 financial crisis did little to reduce budget allocations.

From Volume 49 Number 4 | July–September 2021

Abstract: In 2013, the article Planning for the Future: The Impact on the Public University Diversity Budget in Time of Recession reported the impact of the 2008 recession on college and university student affairs diversity unit budgets. Colleges are again faced with another economic downturn with looming budget cuts. The purpose of this article is to revisit the idea of whether primarily student affairs diversity units are hit harder than other institutional units in fiscal cuts and the potential effect that current events related to diversity programming initiatives have had on campus planning. The article explores the status of these budgets during fiscal uncertainty and the social awareness around campus-wide diversity, equity, and inclusion and its prioritization.

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