Learning Resources

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

Member Price:
Free | Login

Member-only Resource

Join now to have access

Example Plans

Published
January 5, 2024

Strategic Plan, Strategic Planning Website

Public Doctoral/Research University (Georgia, United States)

Strategic plan for the university, which is beginning its second decade after consolidation.

Planning Types: Strategic Planning
Resource Types: Strategic Plan, Strategic Planning Website
Tags: Enrollment Management, External Collaboration / Partnerships, Funding, Goals, Hybrid Learning, Laboratory Facility, Learning Environments, Medical / Allied Health Education, Online Learning, Recreational Facility, Resource Management, Student Retention, Student Services, Student Success, Student Support Services, Teaching and Learning

Member Price:
Free | Login

Member-only Resource

Join now to have access

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

Member Price:
Free | Login

Member-only Resource

Join now to have access

What Is Your Crisis ‘What If’?

Create a Sustainable Approach to Emergency Response Planning

By: Jessica A. Luedtke, PhD, and Mary M. Reinke, MBA, MS

The Medical College of Wisconsin planned strategically, engaged executive leadership, and operationalized an Administrative Response Team to navigate critical incidents impacting the university.

From Volume 51 Number 3 | April–June 2023

Institutions Mentioned: Medical College of Wisconsin
Planning Types: Continuity Planning
Tags: Building (or Writing) the Plan, Communication, Crisis and Disaster Management, External Collaboration / Partnerships, Leadership, Medical / Allied Health Education, Modifying the Plan, Recovery Planning, Response Planning, Risk Management, Scenario Planning, Security

Member Price:
Free | Login

Member-only Resource

Join now to have access

Destination 2030

The Need for Transformation Architects

By: Edward Inch, PhD, Minnesota State University – Mankato | Lynn Akey, PhD, Minnesota State University – Mankato | Linda Baer, PhD, Strategic Initiatives and Minnesota State University – Mankato

Institutions Mentioned: Minnesota State University-Mankato
Planning Types: Academic Planning, Strategic Planning, Resource Planning
Tags: Adaptable Plans, Alignment, Assessment / Analytics, Data, Disruptive Change, Enrollment Management, Environmental Scanning, Higher Ed Trends, Organizational Change, Planning Processes, Presidential Leadership, Student Demographics, Student Success

Member Price:
Free | Login

Non-Member Price:
$35

Example Plans

Published
May 17, 2023

Strategic Plan

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

The institution’s 2020–2030 strategic plan.

Planning Types: Strategic Planning
Resource Types: Strategic Plan
Tags: Budget Planning, Enrollment Management, Goals, Metrics, Strategies and Tactics, System of Colleges or Universities

Member Price:
Free | Login

Member-only Resource

Join now to have access

Social Mobility and the Graduation Rate Paradox

Can You Advance One and Avoid the Other?

By: Roy Mathew, PhD, Elsa Bonilla-Martin, PhD, Luis A Aguirre, MS, and Naoko Tsuboi, MA

By using a metric-based planning framework, researchers at the University of Texas at El Paso identified areas for institutional intervention to enhance social mobility outcomes.

From Volume 51 Number 1 | October–December 2022

Abstract: Social mobility is an emerging area of focus for higher education institutions. In recent years, we have seen a proliferation of measures related to social mobility produced by publishers, scholars, think tanks, and foundations. However, it is still unclear which social mobility measures to advance, or when to intervene to improve social mobility outcomes. We rely on a century of literature from economics, sociology, and policy analysis to identify an appropriate framework to understand higher education’s contribution to social mobility. Using the metric-based planning framework, we identify areas for institutional intervention to enhance social mobility outcomes.

Institutions Mentioned: The University of Texas at El Paso
Planning Types: Institutional Effectiveness Planning, Strategic Enrollment Management Planning, Diversity, Equity, and Inclusion Planning
Tags: Attracting and Retaining Underrepresented Students, Diversity Equity and Inclusion (DEI), Enrollment Management, Student Demographics, Student Success, Underserved Students

Member Price:
Free | Login

Member-only Resource

Join now to have access

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.

Planning Types: Strategic Planning
Tags: Building (or Writing) the Plan, Decision Making, Determining Priorities, Diversity Equity and Inclusion (DEI), Measuring the Plan, Original Research, Planning Processes

Member Price:
Free | Login

Member-only Resource

Join now to have access

Example Plans

Published
September 2, 2022

Strategic Enrollment Management Plan

Public Associate’s College (California, United States)

The college’s enrollment management plan, which prioritizes student access and success.

Planning Types: Strategic Enrollment Management Planning
Resource Types: Strategic Enrollment Management Plan
Tags: Community College, Enrollment Management, Goals, Strategies and Tactics

Member Price:
Free | Login

Member-only Resource

Join now to have access

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.

Member Price:
Free | Login

Non-Member Price:
$40

Planning Types

Challenges