Learning Resources

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.

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.

Abstract: Build Capacity for Integrated Planning

Whether you’re preparing a committee for an upcoming planning process or simply looking for directions for your own professional development, the Integrated Planning Competencies can help you determine the knowledge, skills, and dispositions your institution needs to advance integrated planning.

Integrated planning requires building capacity in the people who do planning so they have the necessary knowledge and skills for success. But higher education institutions that focus only on developing planning-related expertise often face hurdles when they attempt integrated planning. Why? Because colleges and universities are complex environments and using an integrated planning approach in those environments requires a wide range of knowledge, skills, and dispositions. Some of the required expertise might seem obvious (like writing goals or analyzing information). But some of it may be less so—particularly expertise related to “soft” skills or human skills, like communication or collaboration.

To provide more clear and specific guidance, SCUP identified competencies—knowledge, skills, and dispositions—that individuals need for successful integrated planning. We analyzed the experiences and viewpoints of around 300 planners and higher education administrators in order to surface the competencies—both obvious and inconspicuous—that underpin integrated planning success.

Abstract: American higher education institutions have a long, complex history with slavery that shouldn’t be ignored. Reckoning with these historical ties—from slave-owning namesakes to the enslaved laborers who constructed campus buildings—generates difficult questions for colleges and universities:

• How do we honor those who were enslaved?
• How do we recognize our role in the history of slavery as a means of learning from the past to guide our future?

In this symposium, four institutions will share their approaches to these complicated questions and how they’re continuing the conversation around the legacy of slavery on their campuses.

Abstract: From 2015–2018, amidst a period of heightened activism on campuses and broader societal change, institutions of higher education renamed and de-named campus buildings with namesakes whose legacies were seen to conflict with institutional missions and community values and harmful to members of the campus and surrounding communities. In 2020, the push for addressing problematic namesakes grew exponentially, expanding beyond buildings and postsecondary education.

Effectively managing naming issues on campus and the expectations and interests of internal and external stakeholder groups is challenging, emotional, and time consuming work that has a lasting impact on the physical campus as well as institutional legacy. This research report summarizes the specific cases of US institutions that addressed a naming issue between 2014 and 2021 and what each of them chose to do when faced with this challenging decision.

Abstract: Historic campus buildings are often perceived as a burden, but by integrating them into your campus planning, their continued reuse can help solve some of the specific challenges facing university planners today, specifically in the context of sustainability. There are numerous case studies that demonstrate the successful adaptive reuse of varied campus buildings as well as an undeniable body of evidence showing the benefits of such an approach in working toward carbon neutrality. As long-term stewards of their built environments, colleges and universities are uniquely positioned to realize enduring savings from investing in the energy performance of existing buildings.

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.