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Blog Post

Published
September 2, 2025

How Strategic Is Your Strategic Plan?

Identify Its Shortcomings and Ask Key Questions

Today, strategic planning in colleges and universities is more crucial than ever. Yet many strategic plans in higher education lack a clear strategy, instead resembling a long-range plan.

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Planning for Higher Education Journal

Published
November 21, 2023

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Overcoming a $90M Budget Overage in Vanderbilt University’s Residential Colleges

A Multifaceted Team Worked Collaboratively to Stem Overruns

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.

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Planning for Higher Education Journal

Published
June 29, 2023

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What Is Your Crisis ‘What If’?

Create a Sustainable Approach to Emergency Response Planning

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

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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

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 Post

Published
July 6, 2022

What Is a Bridge Plan?

(And Does Your Institution Need One?)

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.

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Planning for Higher Education Journal

Published
April 6, 2022

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Teetering on the Demographic Cliff, Part 3

Different Conditions Require a Different Kind of Planning

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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Conference Recordings

Published
July 16, 2021

Developing Shared Metrics to Guide Multi-level Institutional Planning

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 16, 2021

Universities on Fire

Higher Education in the Age of Climate Crisis

This session explores the impact of climate change on higher education and how academia may respond.
Abstract: This session explores the impact of climate change on higher education and how academia may respond. We begin by examining potential changes to physical campuses, from transportation and food service to grounds and the built environment. Next we consider implications for university research, curriculum, and teaching, then envision how relationships between campuses, their local communities, and the world. We conclude by outlining ways academic institutions can strategize and plan for medium- and long-term transformation, starting now.

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Conference Recordings

Published
July 16, 2021

Achieving a Sustainable Campus Master Plan through Integrative Design

This session will explore Princeton University’s campus master plan, which engages an ethos of sustainability through the lens of carbon emissions, landscape design, energy, and water efficiency, from design through construction.
Abstract: The building sector contributes forty percent of carbon emissions globally. Given the climate crisis, it is imperative that campus facilities and planning departments address sustainability in a rigorous and fiscally responsible way. This session will explore Princeton University’s campus master plan, which engages an ethos of sustainability through the lens of carbon emissions, landscape design, energy, and water efficiency, from design through construction. Find out how you can apply Princeton's ambitious sustainability goals and lessons learned to your master plan and sustainably develop your projects for the benefit of your campus environment and community.

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Conference Recordings

Published
July 16, 2021

A University’s Successful Campus Relocation Using Integrated Planning

This session will discuss how the University of Western States used integrated planning and data-informed decision making to design, build, and relocate to a new campus over a two-year period.
Abstract: In this age of rapid change, many institutions must consider reevaluating their campus facilities in major ways. This session will discuss how the University of Western States used integrated planning and data-informed decision making to design, build, and relocate to a new campus over a two-year period. Join us to discover how you can use data collection and analysis strategies combined with constituent engagement to effectively facilitate planning and implementation of adaptable student-centered learning spaces.

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