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Planning for Higher Education Journal

Published
December 15, 2023

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Survival of the Financially Fittest

Leverage Strategic Decision-Making and Key Financial Metrics to Achieve Financial Stability

By: Aaron Meis, EdD, and Julee Gard, EdD

Leaders must look closely at financial trends that may reveal signs of trouble—in the short or immediate term—and have the courage to act to address them.

From Volume 52 Number 1 | October–December 2023

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.

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Planning for Higher Education Journal

Published
September 28, 2023

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Why Do Most Institutional Presidents Look Roughly the Same?

Plan for Racial, Ethnic, and Gender Diversity in a Presidential Search

By: Dana Ainsworth, MA, and Jeffery L. Wilson, PhD

An institution’s governing board should determine how diversity initiatives will be prioritized during the search process.

From Volume 51 Number 4 | July–September 2023

Abstract: The presidential search process is an opportunity for the institution to plan for and vet potential leaders who will play a pivotal role in the success or failure of diversity initiatives. A key question to ask during searches is whether the growing student diversity on campus is present within the presidential search itself. We advocate for institutional governing boards to commit to creating lasting, cultural change and including DEI efforts in the presidential hiring process.

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Webinar Recordings

Published
May 24, 2023

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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

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Planning for Higher Education Journal

Published
May 23, 2023

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Quickly Building a Bridge

Use an Institutional Effectiveness Planning Model to Drive Strategic Planning

By: Jason Nicholas, MS, Daniel Cullen, PhD, and Ellen Koski, MPH

Executive leadership changes at Northern Michigan University led the interim president, interim provost, and Board of Trustees to call for a bridge plan to clearly articulate strategic work happening throughout campus. This article describes how the university was able to develop an interim strategic plan with broad campus engagement in less than half a year.

From Volume 51 Number 3 | April–June 2023

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Example Plans

Published
May 23, 2023

Bridge Plan

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

In the face of executive leadership changes, this university was able to develop this interim strategic plan, or “bridge plan,” with broad campus engagement in less than half a year.

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Blog Post

Published
March 1, 2022

Looking for Leaders

Strategies for Effective Executive Searches

By: Apryl Motley, CAE, SASM

To gain insight into how institutions can launch and manage effective leadership searches in this highly competitive market, we turned to SCUP Board of Directors Member Margaret (Peggy) Plympton, a principal at AGB Search.

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Planning for Higher Education Journal

Published
January 11, 2021

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Breaking Barriers

A Collaborative Approach to Problem-Solving Created a Culture of Campus Innovation

By: Denise M. Overfield, PhD, Janet Pilcher, PhD, and Amber M.K. Smallwood, PhD

The University of West Georgia, toward dismantling silo thinking and promoting a sense of ownership within the workplace, formed a cross-divisional group: The Barriers Team. It was part of an initiative to recognize and encourage employee engagement, develop operational efficiencies and effectiveness, and eliminate obstructions to staff success.

From Volume 49 Number 2 | January–March 2021

Abstract: This article outlines the process by which a public university sought to develop and grow a culture of problem-solving and innovation at a time when the institution was undergoing a number of transitions. By developing a Barriers Team, the institution brought together a group of individuals representing all aspects of the university and charged the members with tackling barriers to success. The authors outline how they used the institution’s strategic plan as a starting point, and then describe the steps, provide examples, and reflect on the long-range viability of the approach.

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Conference Recordings

Published
July 24, 2020

2020 Annual Conference | July 2020

Addressing the Financial Consequences of the COVID-19 Pandemic

By: Larry Goldstein, President, Campus Strategies, LLC

Join us to discuss short-term, medium-term, and long-term approaches to retrenchment and find out which solutions can most benefit your institution in this time of financial uncertainty.
Abstract: Effectively managing the financial fallout from the COVID-19 pandemic is critical to institutional survival. This session will focus on retrenchment and even delve into the taboo issue of financial exigency; there are numerous factors to consider when carving up a budget and, if not done carefully, retrenchment can permanently damage an institution. Join us to discuss short-term, medium-term, and long-term approaches to retrenchment and find out which solutions can most benefit your institution in this time of financial uncertainty.

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Conference Recordings

Published
July 24, 2020

2020 Annual Conference | July 2020

Demographics, Defaults, Disillusionment, Disruption

By: Richard Price, Higher Education Research Fellow, Clayton Christensen Institute

This session will show how Innovation Theory can help institutions thrive in learning's new golden age rather than falling under the scythe of the industry's most daunting challenges, the most urgent of which is COVID-19.
Abstract: Higher ed's apocalypse is entirely avoidable. Reframing four of higher education's greatest challenges—demographics, defaults, disillusionment, disruption—can help you ask the right questions and create learner-centered experiences while fulfilling your institution's mission. This session will show how Innovation Theory can help institutions thrive in learning's new golden age rather than falling under the scythe of the industry's most daunting challenges, the most urgent of which is COVID-19. The theory-based framework we discuss will give you a new lens through which to analyze your challenges and guide your strategic decision making.

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Conference Recordings

Published
July 24, 2020

2020 Annual Conference | July 2020

Vision to Reality

Reshaping Institutional Models for Underserved Populations

By: Cheryl Marshall, Chancellor, North Orange County Community College District | R. Umashankar, Principal Physical Planner, University of California-Riverside | Mario Violich, Principal, Moore Ruble Yudell Architects & Planners | John White, Executive Director, Bond Program and Facilities Planning, College of the Desert

Come learn how you can translate institutional values of access and equity into resilient physical planning strategies that will help your institution support underserved students in a time of crisis.
Abstract: New learner-centered tools must emphasize collaboration and scalability as higher education responds to a worldwide health crisis and social unrest sparked by inequity. This session will illustrate how the needs of traditionally underserved students are reshaping higher education delivery, now more than ever due to increased virtual learning and loss of campus space. We'll share how we're learning as we go, implementing innovative, resource-conscious, and practical solutions to urgent challenges. Come learn how you can translate institutional values of access and equity into resilient physical planning strategies that will help your institution support underserved students in a time of crisis.

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