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Published
September 20, 2023

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Integrated Planning Competencies

This toolkit details the competencies—knowledge, dispositions, and skills—an individual needs to perform integrated planning in higher education.
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.

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Planning for Higher Education Journal

Published
March 24, 2023

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Transforming Data into Meaningful Information

Put Methodologies in Action with Data-Driven Integrated Planning

Leaders in two different accreditation regions share best practices and lessons learned from their integrated planning evolution and its impact on operational efficiency and student learning.

From Volume 51 Number 2 | January–March 2023

Abstract: Institutional success depends on long-term sustainability, connecting investments with outcomes, and creating a culture that is data-informed. As the role of institutional effectiveness expands across higher education, designing a comprehensive integrated planning process is critical. Integrated planning requires a unified approach to utilizing academic and administrative data for continuous improvement. However, this can be an overwhelming process for institutions, with many unsure of where to start. Learn from leaders in two different accreditation regions as they share best practices and lessons learned associated with their integrated planning evolution and its impact on operational efficiency and student learning.

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Planning for Higher Education Journal

Published
October 31, 2022

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Institutions Can Say They Encourage Staff DEI Professional Development . . .

. . . But the Individual Chooses to Embrace It

This study examined professional development strategies for higher education professionals in the context of the post-George Floyd-era.

From Volume 51 Number 1 | October–December 2022

Abstract: The death of George Floyd in 2020 and the Black Lives Matter (BLM) movement have renewed the focus on diversity, equity, and inclusion (DEI), particularly in higher education planning. As a result of this attention, higher education has reexamined its commitment to DEI. A student voice survey found that college students were underwhelmed by actions taken by their institutions to address DEI on campus (Inside Higher Education 2021). Institutional units across higher education require coordinated, integrated planning to meet student expectations. This article highlights the results of a study that examined professional development strategies for higher education professionals in the context of the post-George Floyd–era.

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Planning for Higher Education Journal

Published
August 5, 2022

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Book Review: Shared Leadership in Higher Education

A Framework and Models for Responding to a Changing World

From Volume 50 Number 4 | July–September 2022

Abstract: Shared Leadership in Higher Education: A Framework and Models for Responding to a Changing World
Edited by Elizabeth M. Holcombe, Adrianna J. Kezar, Susan L. Elrod, and Judith A. Ramaley
Stylus Publishing: Sterling, Virginia: 2021
256 pages
ISBN: 978-1642672251

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Conference Recordings

Published
July 15, 2021

Don’t Get Me Started

Launching Integrated Planning Through Crises and Change

This session will address the university's setbacks, challenges, opportunities, and solutions in launching a shoestring integrated planning process amidst multiple crises.
Abstract: In the midst of post-COVID enrollment and financial troubles the University of Arkansas at Little Rock learned to leverage planning and accreditation to build community and resilience. This session will address the university's setbacks, challenges, opportunities, and solutions in launching a shoestring integrated planning process amidst multiple crises: retrenchment, restructuring, leadership changes, an accreditation visit, COVID, and new enterprise resource planning (ERP) software. Find out how your institution can apply out concrete, low-cost, real-life strategies for initial integrated planning initiatives as well as respond to common setbacks and pitfalls in a VUCA context.

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Conference Presentations

Published
July 13, 2021

A Future Pathway

Leading in a Global Public Health Crisis and Social and Racial Injustice

This presentation will demonstrate how leaders can surmount 2021’s obstacles by aligning strategic priorities for the future.
Abstract: Higher education experienced extraordinary challenges in 2020 and tackled them head on with agility and creativity. Transformative leadership can help our institutions thrive even in the face of a world health disaster, its attendant fiscal challenges, and systemic racial and social injustice. This presentation will demonstrate how leaders can surmount these obstacles by aligning strategic priorities for the future. Come learn how to work across boundaries, differences, and beliefs while intentionally developing the essential skills and abilities you need to strengthen your institution and community.

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Conference Recordings

Published
July 12, 2021

Transformation in Turbulent Times

An Action Guide for Higher Education

Come learn about our framework for leading transformation, including a checklist for success, case studies in change, and resources for smart planning and strong execution.
Abstract: Higher education leaders must evolve in order to navigate the profound changes that are impacting their institutions. These challenging times require strategic foresight, transformative planning skills, and strong execution. With accelerated urgency driving the need for transformation, leaders must apply smart planning competencies to multiple campus areas in order to create a clear road map for future regeneration. Come learn about our framework for leading transformation, including a checklist for success, case studies in change, and resources for smart planning and strong execution that will help you respond to ongoing disruptive factors and plan for a thriving future.

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Planning for Higher Education Journal

Published
May 4, 2021

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Agile Leadership in a Volatile World

It Calls for Self-Awareness, Thinking Differently, and Creating Organizational Change

Especially in turbulent times, higher education leaders would be advised to assume the six most valued perspectives: curator, architect, conductor, humanist, advocate, and pioneer.

From Volume 49 Number 3 | April–June 2021

Abstract: An agile mindset exercised by leadership and distilled down into organizational culture is the prerequisite for any higher education institution planning to transform itself in an age of constant disruption. The post-pandemic world will continue to present new challenges for colleges and universities as they seek innovative solutions to plan for an ever increasing volatile, uncertain, complex, and ambiguous (VUCA) environment. Higher education leaders would serve themselves and their institutions well by learning how to practice the six attributes of an agile leader in a volatile world.

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Webinar Recordings

Published
April 15, 2021

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Agility Management Principles for a Volatile World

This new approach will change the way you work, think, and manage—regardless of industry, position, title, training, budget, or educational background.
Abstract: Shift your antiquated set of management principles (planning, organizing, staffing, directing, and controlling) to a more agile set of functions including curator, architect, conductor, humanist, advocate, and pioneer. Then, become more agile and understand that management today needs to be far more dynamic, empowering, and creative. This new approach will change the way you work, think, and manage—regardless of industry, position, title, training, budget, or educational background.

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Planning for Higher Education Journal

Published
December 11, 2020

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Redefining Federal Work-Study Programs

Support Students in Their Academic and Professional Success by Developing Their Career-Readiness Skills

The University of Missouri-Kansas City, by reinventing its campus Federal Work-Study (FWS) program (newly termed PRO Roos), committed to a goal of supporting student success through developing their career-readiness skills. FWS students were engaged in worthwhile campus employment that increased their sense of belonging within the university, enhanced their professional proficiencies, and prepared them for careers after graduation.

From Volume 49 Number 1 | October–December 2020

Abstract: As Federal Work-Study (FWS) programs are coming under national scrutiny for their lack of proven effectiveness and antiquated systems, the University of Missouri-Kansas City reevaluated the culture surrounding its student employee positions. After collaborating with financial aid personnel and identifying key stakeholders, a new program was created to focus on professional-readiness skills and developing a culture of high-quality, campus-wide customer service. Former expectations of FWS positions were revised to include more intentional career-readiness opportunities. Doing so required investing in professional development for supervisors and support for mentoring student employees. This article presents the planning and collaboration methods that are vital to implementing an innovative program and provides insight for other universities seeking to professionalize their FWS programs.

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