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Planning for Higher Education Journal

Published
October 31, 2024

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Leveraging Data to Engage Our Community

Data Play Dual Roles in Facilitating Inclusive and Evidence-Based Strategic Planning

By: Su Swarat, PhD, and Gina Park, PhD

Success in strategic planning requires decision-making that reflects the collective vision of diverse constituents.

From Volume 52 Number 4 | July–September 2024

Abstract: Success in strategic planning requires decision-making that reflects the collective vision of diverse constituents. At California State University, Fullerton we leveraged data as the essential thread in engaging our community in an inclusive strategic planning process. Data played dual roles, serving as input and output, to provide a common framework through which the ideas and wisdom of our community are reflected and shared, anchoring the strategic plan firmly in the campus voices. Our engagement through data embodied our commitment to evidence-based decision-making and contributed to the success of our strategic planning process.

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Planning for Higher Education Journal

Published
August 8, 2024

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From Awareness to Acceptance to Action

Build a Neuroinclusive Campus Community

By: Hilary Meyer, MBA, MLIS

Through its strategic plan, Triton College built support for and overcame barriers to institution-wide neurodiversity efforts.

From Volume 52 Number 4 | July–September 2024

Abstract: Triton College’s strategic plan focuses on short- and mid-term institution-wide neurodiversity efforts to create a neuroinclusive campus culture. Key aspects of success include a multi-year administrative commitment; connecting the work to the open-access mission; including committee members from across the college; and focusing on programming, space, and partnerships. Triton College built support and overcame barriers by amplifying advocates and identifying champions, tying the work to campus-wide initiatives, ensuring strategic and operational leadership, securing seed funding, including stakeholders, starting small, reducing risk, allowing for development time, defining the work, building on wins, and adhering to an open-access mission.

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Conference Presentations

Published
July 22, 2024

A Unique, Integrated Approach to Strategy Execution

By: Christopher Crew, Executive Director Research, Planning & Institutional Effectiveness | Nohemy Ornelas, Vice Chancellor of Educational and Student Support Services | Diana Rodriguez, Chancellor

The pandemic has underscored the importance of building systems, cultures, and tactical infrastructure that allow organizations to adapt, challenging us to rethink our priorities.
Abstract: The pandemic has underscored the importance of building systems, cultures, and tactical infrastructure that allow organizations to adapt, challenging us to rethink our priorities. We'll demonstrate a unique approach to strategy execution that ensures accountability and increases institutional investment by empowering all organizational units to understand how their work contributes to the success of a strategic plan. In this session, you'll learn how to mitigate risks to strategic priorities early and effectively, bridge the chasm between strategy creators and executors, while simultaneously creating a shared experience where everyone feels responsible for facilitating meaningful progress.

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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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Webinar Recordings

Published
September 9, 2022

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Strategic Planning That’s Truly Strategic

By: Aimee Hosemann, PhD, RHB | Rob Zinkan, EdD, RHB

What do strategic plans do? What does it mean to be “strategic”? These are among the questions addressed in a recent year-long study of 108 active college and university strategic plans. Hear directly from the researchers as they highlight a few important insights they discovered during their analysis, like how to avoid the many pitfalls of strategic planning and ensure a process focused on strategy and outcomes.
Abstract: What do strategic plans do? Who are they for? What does it mean to be “strategic”? These are among the questions addressed in a recent year-long study of 108 active college and university strategic plans (and the basis of the 2021 book What Makes a Strategic Plan Strategic). Hear directly from the researchers as they highlight a few important insights they discovered during their analysis, like how to avoid the many pitfalls of strategic planning and ensure a process focused on strategy and outcomes.

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ebook

Published
July 21, 2022

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A Practical Guide to Strategic Planning in Higher Education

Second Edition, with New and Updated Content

By: Karen E. Hinton, PhD

A resource for anyone engaged in college or university strategic planning, and an excellent primer for planning committees. 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.
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.

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Conference Recordings

Published
July 16, 2021

2021 Annual Conference | July 2021

Developing Shared Metrics to Guide Multi-level Institutional Planning

By: Megan Blackwelder, Northwestern University | Shoshannah Cohen, Northwestern University | Amit Prachand, Northwestern University

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 13, 2021

2021 Annual Conference | July 2021

A New Plan for Building Green

By: Casey Collins, Duke University | Leanora Paniccia, Atelier Ten

This session will focus on the next step in the evolution of green building and provide a comprehensive sustainability framework for responsible development with a holistic view of the campus and community wellbeing.
Abstract: LEED is not always suited to campus-wide, long-term perspectives on building development and carbon emissions reductions. It can often result in a more expensive process that misses the mark on achieving realized savings, leading universities to shift away from LEED. This session will focus on the next step in the evolution of green building and provide a comprehensive sustainability framework for responsible development with a holistic view of the campus and community wellbeing. Come learn how you can use this improved planning process for green building by outlining rigorous sustainable design standards and integrating operational tracking to examine facility performance.

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Webinar Recordings

Published
April 20, 2021

A Different Kind of SMART

Using Performance-Oriented Metrics to Redefine Success in a Forward-Focused Research Lab

By: Carlos Perez Rubio, AIA, LEED AP, HERA laboratory planners | Sarah T. Smith, NCARB, LEED GA, Auburn University | Clay Stafford, HERA laboratory planners

In this presentation, we discuss how to identify and select appropriate metrics—equally focused on education and research—for evaluating “SMART” research laboratories.
Abstract: “SMART” built environments usually refer to buildings with embedded technologies that allow them to run as efficiently as possible. Yet for research institutions, that definition should be expanded beyond efficiency to include metrics that are used to quantify research productivity and accomplishments. The expected useful life of the building and individual labs, research dollars generated per square foot, intellectual property generated, and successful recruitment and retainment of researchers are but a few bottom line-oriented measures that colleges and universities use. By embracing the business side of higher education, architects can create even smarter built environments.

In this presentation, we discuss how to identify and select appropriate metrics for institutions that are equally focused on education and research. What objective and subjective measures can be considered? Are these metrics applicable in our new (hopefully) post-COVID reality? How are institutions reallocating space in this new reality? How do we redefine the future of “smart” higher education research facilities?

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Tool

Published
April 20, 2021

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Reviewing and Updating Your Mission Statement

By: Nicholas R. Santilli, PhD, SCUP | Sadie Wutka, SCUP

This toolkit will walk you through the steps of evaluating your current mission statement, facilitating the key conversations and decisions that underpin an effective mission statement, and writing a mission statement that serves your institution.
Abstract: An effective mission statement can act as an institution’s North Star—providing a distinct, constant direction that a college or university can travel towards. But frequently, college and university mission statements are too broad, too vague, or too outdated to help institutions navigate today’s challenges and opportunities.

This toolkit will help you craft a mission statement that is both inspirational and useful. It will walk you through the steps of evaluating your current mission statement, facilitating the key conversations and decisions that underpin an effective mission statement, and writing a mission statement that serves your institution.

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