Learning Resources

Abstract: Planning processes must be versatile and nimble to accommodate changing priorities. This session will show how a design team developed a flexible data visualization tool that allows Dartmouth University to play out scenarios as priorities change over time. As Dartmouth renews its plans, we'll provide a comprehensive look at how the team considered parity, distribution, and student wellness in a three-part planning effort. Discover how you can apply our data visualization tool to describe complex variables to stakeholders, as well as use scenario planning to align cost, student experience, and institutional goals over the course of your plan's realization.

Abstract: In this SCUP fellowship project, Lisa Jasinski applies strategic foresight methods to explore what university planning could look like in 2040—and how we can better prepare for it today.

Informed by environmental scanning, futures thinking, and stakeholder engagement with SCUP members and campus leaders, she developed four plausible scenarios grounded in current trends such as AI, climate change, political polarization, and declining public trust. These scenarios aren’t predictions; they are planning tools that help teams and organizations stress-test strategies, surface assumptions, and engage in meaningful future-focused conversations.

Abstract: Planning processes must be versatile and nimble to accommodate changing priorities. This session will show how a design team developed a flexible data visualization tool that allows Dartmouth University to play out scenarios as priorities change over time. As Dartmouth renews its plans, we'll provide a comprehensive look at how the team considered parity, distribution, and student wellness in a three-part planning effort. Discover how you can apply our data visualization tool to describe complex variables to stakeholders, as well as use scenario planning to align cost, student experience, and institutional goals over the course of your plan's realization.

Abstract: Traditional strategic planning can lead to a static plan that does little to inspire implementation or true change. This session will detail a process that promotes buy-in and engagement while providing structured frameworks to support implementation and assessment. Our framework provides support for a campus community to 'live' its institutional strategic plan through the strategic planning cycle (SPC) at the unit level, informing the realization of institutional goals and outcomes. We'll provide our tools and approaches for you to access and review, as well as the rationale for developing support for your own campus communities to 'live' their strategic plan.

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.