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Conference Presentations

Published
March 5, 2024

Planning and Leading Through Positive Turbulence: Kean’s Pursuit of R2 Status

In order to meet the Carnegie Commission on Higher Education's requirements for an R2 Research Institution designation, Kean University created the University Planning Council (UPC), an inclusive university-wide body with representatives from every constituency within the university community.
Abstract:

In order to meet the Carnegie Commission on Higher Education's requirements for an R2 Research Institution designation, Kean University created the University Planning Council (UPC), an inclusive university-wide body with representatives from every constituency within the university community. The UPC creates linkages between assessment and resource allocations to establish integrated university-wide planning, supporting a comprehensive restructuring of its planning processes, policies, and procedures. This session will emphasize the importance of the democratization of data, transparency, inclusivity, and capacity development in integrated planning processes.

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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

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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Blog Post

Published
August 9, 2023

6 Integrated Planning Strategies and Tips We Learned at SCUP 2023

Every year at SCUP’s annual conference, over 1,000 of higher education’s leaders and innovators gather to share how they are advancing integrated planning at their college or university. Out of the wealth of tools, strategies, and tips shared at SCUP 2023, which took place earlier this month in Cleveland, here are six that stood out.

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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
January 19, 2022

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Partnerships Promote Inclusion

A university and a secondary school collaborate to decrease dropout rates and increase college enrollment

Intentional planning and a competency-based, personalized learning model empowers graduate students from the architecture discipline to assist secondary students in becoming knowledge seekers and design professionals.

From Volume 50 Number 2 | January–March 2022

Abstract: American industries, professional organizations, individual companies, and higher education institutions continue to struggle to attract employees from underrepresented populations. Future-forward thinking is required to ensure a multicultural workforce. The authors, a design educator at a predominantly white, Midwestern university, and a high school principal at a multicultural urban school district, developed an intentional collaboration—partnerships between secondary and postsecondary institutions—to bridge the gap. In this article, they share strategies they developed for recruiting and retaining underrepresented students through intentional planning and design of competency-based, personalized learning models.

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Planning for Higher Education Journal

Published
September 1, 2021

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Prioritizing Campus Diversity Budgets

DEI Funding Has Mostly Survived the Post-Pandemic Cuts

Researchers learned that if diversity initiatives were a strategic priority for an institution, the 2020 financial crisis did little to reduce budget allocations.

From Volume 49 Number 4 | July–September 2021

Abstract: In 2013, the article Planning for the Future: The Impact on the Public University Diversity Budget in Time of Recession reported the impact of the 2008 recession on college and university student affairs diversity unit budgets. Colleges are again faced with another economic downturn with looming budget cuts. The purpose of this article is to revisit the idea of whether primarily student affairs diversity units are hit harder than other institutional units in fiscal cuts and the potential effect that current events related to diversity programming initiatives have had on campus planning. The article explores the status of these budgets during fiscal uncertainty and the social awareness around campus-wide diversity, equity, and inclusion and its prioritization.

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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 12, 2021

Strategic Resource Allocation

More Important Than Ever Before

This session will focus on a proven process for fairly and holistically evaluating all current academic programs and support functions to assess their value and contribution to institutional success.
Abstract: Many institutions will not change their mission because of the pandemic, but they will need to change their approach to fulfilling that mission. This session will focus on a proven process for fairly and holistically evaluating all current academic programs and support functions to assess their value and contribution to institutional success. Reallocating resources is difficult in the best of times and performing this function under financial distress is exponentially tougher. Come learn how you can apply our collaborative approach at your institution to make this process more manageable and achieve better outcomes.

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Conference Recordings

Published
July 12, 2021

Designing an Inclusive Post-pandemic Return to Campus

This session will explore the process, key insights, and design interventions from our research project focused on designing a post-pandemic return to campus.
Abstract: In order to safely bringing students back to campus during the pandemic, it is imperative that we study diverse individual student journeys and actively engage them in co-designing the solutions. This session will explore the process, key insights, and design interventions from our research project focused on designing a post-pandemic return to campus. Come learn how you can apply student-centered research and design-thinking methods to solve the urgent problem of safely bringing students back to campus.

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