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Conference Presentations

Published
April 3, 2025

Live Your Strategic Plan: A Framework for Facilitating Campus Engagement

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.

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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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Example Plans

Published
June 30, 2023

Strategic Plan, Strategic Planning Website

Multiple Locations

Strategic plan for the university system developed by the state’s board of higher education.

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Webinar Recordings

Published
September 9, 2022

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Strategic Planning That’s Truly Strategic

By: Aimee Hosemann, PhD, RHB | Rob Zinkan, EdD, RHB

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

By: Karen E. Hinton, PhD

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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Planning for Higher Education Journal

Published
October 13, 2021

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Mission-Aligned Online Academic Programs at US Jesuit Institutions

Identify and Implement Practices That Mature the Development of Courses

By: Royce L. Robertson, EdD

A custom survey measured the process maturity involved in planning, implementing, and evaluating online offerings that reflected the principles of Ignatian Pedagogy.

From Volume 49 Number 4 | July–September 2021

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.

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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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Conference Recordings

Published
July 15, 2021

2021 Annual Conference | July 2021

Pivot! Planning During a Pandemic and Staying on Course

By: Paula Kinney, Saint Paul College-A Community and Technical College | Nichole Sorenson, Saint Paul College-A Community and Technical College

In this session, we'll share best practices and lessons learned in virtually adapting the cycle of planning and budgeting processes to an uncertain, volatile, and virtual environment.
Abstract: The pandemic hit during a crucial part of Saint Paul College's annual planning process, forcing processes, events, training, and decision-making to move to a totally virtual environment. In addition to pivoting operations, Saint Paul College also faced uncertain financial conditions. In this session, we'll share best practices and lessons learned in virtually adapting the cycle of planning and budgeting processes to an uncertain, volatile, and virtual environment.

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