Learning Resources

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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Blog

Published
July 6, 2022

What Is a Bridge Plan?

(And Does Your Institution Need One?)

By: Sadie Wutka, Director of Content Strategy, SCUP

A bridge plan allows a college or university to continue to pursue defined strategic pathways during times of uncertainty or rapid, unpredictable change. It’s also a good solution for when faculty and staff are overwhelmed due to a highly volatile, uncertain, complex and ambiguous (VUCA) environment.

Planning Types: Strategic Planning
Tags: Adaptable Plans, Change Management, COVID-19, Disruptive Change, Modifying the Plan, Organizational Change

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Teetering on the Demographic Cliff, Part 3

Different Conditions Require a Different Kind of Planning

By: Bryan C. Harvey, EdD

Higher education has faced major changes for some time—COVID-19 accelerated that volatility—and now we’re anticipating the demographic downslope in student enrollment. How and when should institutions mobilize for the difficult work of planning in the face of wrenching change?

From Volume 50 Number 2 | January–March 2022

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. Part 2 explored how we can shape a planning context that supports success in the coming 10 or 20 years. Part 3 suggests how our approach to planning must shift to prepare for abrupt change.

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Example Plans

Published
February 23, 2022

Diversity Plan

Planning Types: Diversity, Equity, and Inclusion Planning
Resource Types: Diversity Plan
Tags: Alignment, Attracting and Retaining Underrepresented Students, Communication, Diversity Equity and Inclusion (DEI), Enrollment Management, Faculty, Financial Aid, Goals, Security, Strategies and Tactics, Student Services, Student Support Services, Teaching and Learning, Underserved Students

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Example Plans

Published
February 2, 2022

Example Plan

This short-duration strategic framework describes goals and very specific action steps to guide the institution through the current, globally tumultuous era.

Planning Types: Strategic Planning
Tags: Attracting and Retaining Underrepresented Students, Diversity Equity and Inclusion (DEI), Enrollment Management, Goals, Racial Equity, Strategies and Tactics, Student Recruitment

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Teetering on the Demographic Cliff, Part 2

Turning Away from the Challenge Is the Riskiest Strategy of All

By: Bryan C. Harvey, EdD

Higher education has faced major changes for some time—COVID-19 accelerated that volatility—and now we’re anticipating the demographic downslope in student enrollment. How and when should institutions mobilize for the difficult work of planning in the face of wrenching change?

From Volume 50 Number 1 | October–December 2021

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?

Planning Types: Strategic Enrollment Management Planning
Tags: Cost of Higher Ed, COVID-19, Demographics, Enrollment Management, Funding, Resiliency, Shrinking Pool of Potential Students, Student Demographics, Trends External to Higher Ed, US

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Book Review: Broke

The Racial Consequences of Underfunding Public Universities

By: Karen Merritt, PhD

From Volume 50 Number 1 | October–December 2021

Abstract: by Laura T. Hamilton and Kelly Nielsen
The University of Chicago Press
294 pages
ISBN-13: 978-0-226-60540-1 (cloth)
ISBN-13:978-0-226-74745-3 (paper)
ISBN-13: 978-0-226-74759 (e-book)

Institutions Mentioned: University of California-Merced, University of California-Riverside
Planning Types: Strategic Enrollment Management Planning, Diversity, Equity, and Inclusion Planning
Tags: Attracting and Retaining Underrepresented Students, Diversity Equity and Inclusion (DEI), Enrollment Management, Funding, Governmental Policies and Regulations, Public Institution, Racial Equity, Underserved Students

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Teetering on the Demographic Cliff, Part 1

Prepare Now for the Challenging Times Ahead

By: Bryan C. Harvey, EdD

A long-term decline in birth rates raises fundamental planning questions for higher education as the pool of 18-year-olds contracts after 2025. How can planners and leaders use the time we have to prepare for some of the most wrenching changes in a generation?

From Volume 49 Number 4 | July–September 2021

Abstract: A long-term decline in birth rates raises fundamental planning questions for higher education as the pool of 18-year-olds contracts after 2025. This Planning for Higher Education series explores how planners and leaders can use the time we have to prepare for some of the most wrenching changes in a generation. This article, Part 1, surveys the planning horizon as we emerge from COVID-19 and describes the challenges ahead. Part 2 considers specific planning strategies institutions can adopt to meet the challenge. Part 3 tackles perhaps the most daunting challenge: how to mobilize institutions to actually do what needs to be done, however inconvenient (or worse) that may be.

Planning Types: Strategic Enrollment Management Planning
Tags: Cost of Higher Ed, COVID-19, Demographics, Enrollment Management, Funding, Resiliency, Shrinking Pool of Potential Students, Student Demographics, Trends External to Higher Ed, US

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Conference Recordings

Published
July 13, 2021

2021 Annual Conference | July 2021

Strategic Plan Implementation in a VUCA Environment

By: Heather Murchison, Lakehead University

In this session, we'll share how Lakehead University developed a phased strategic approach to guide implementation of its strategic plan.

Abstract: Institutions are currently operating in a VUCA environment, requiring them to manage immediate pressures while still advancing long-term goals. In this session, we'll share how Lakehead University developed a phased strategic approach to guide implementation of its strategic plan. Come learn how a revised approach can serve as a foundation to support a community-informed strategic plan implementation in a VUCA world.

Institutions Mentioned: Lakehead University
Planning Types: Strategic Planning
Tags: Adaptable Plans, Engaging Stakeholders, Implementation, Modifying the Plan, Planning Processes, SCUP 2021 Annual Conference

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Conference Recordings

Published
March 10, 2021

2021 Mid-Atlantic Regional Conference | March 2021

Keynote | VCU | Social Unrest in the Midst of a Pandemic . . . Now What?

By: Jeffrey Eastman, Virginia Commonwealth University | Jessica Hurley Smith, Virginia Commonwealth University | Keith Van Inwegen, Virginia Commonwealth University

Join us to discuss how VCU changed its planning strategies and built campus environment to simultaneously address a public health crisis and calls for social reform.

Abstract: When the pandemic forced students, faculty, and staff off campus in March 2020, Virginia Commonwealth University (VCU) had just begun initial investments to implement the first phases of its recently completed master plan. What impacts would the pandemic have on the master plan, space planning, and the delivery of VCU's core mission? While VCU adapted and planned for a return to campus, Richmond became a center of social unrest with protests throughout VCU's campuses. Join us to discuss how VCU changed its planning strategies and built campus environment to simultaneously address a public health crisis and calls for social reform.

Institutions Mentioned: Virginia Commonwealth University
Planning Types: Campus Planning
Tags: Campus Master Planning, COVID-19, Modifying the Plan, SCUP 2021 Mid-Atlantic Regional Conference

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Challenges

Planning Types