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Webinar Recordings

Published
April 3, 2024

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The Strategic Planning Checklist

17 Critical Mistakes to Avoid in Higher Education

Learn from a research-based analysis of over 250 colleges and universities.
Abstract: Learn from a research-based analysis of over 250 colleges and universities. What is the difference between the Strategic Plan and Strategic Planning? How do we ensure planning is not a one-time event, but an ongoing organizational learning cycle that endures the changing environment? The analytic framework featured in this webinar is a Strategic Planning/Organizational Planning Cycle that derives a series of “what not to do” dictums (guidelines?) that support higher education institutions. Don’t make these critical mistakes derail you during these uncertain times

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Blog Post

Published
April 1, 2024

Navigating Student Success

‘Navigators’ Are Critical in Indiana University of Pennsylvania’s Institution-Wide Initiative

To gain additional insight into how integrated planning to support student success can be a game changer, we turned to Paula Stossel, strategic advisor to the president for student success, and Amber Racchini, vice provost for student academic success, at Indiana University of Pennsylvania. They graciously accepted our invitation to address questions about their cross-functional effort to ensure a student-centered approach to delivery of support services at IUP.

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Planning for Higher Education Journal

Published
February 23, 2024

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Book Review: “Whatever It Is, I’m Against It”

Resistance to Change in Higher Education

From Volume 52 Number 2 | January–March 2024

Abstract: Brian Rosenberg, the author of “Whatever It Is, I’m Against It”: Resistance to Change in Higher Education, argues that improvements in higher education are needed—which is certainly not a controversial or surprising outlook. However, he also says many institutions are on an unsustainable financial path, which makes the imperatives for change more urgent. What exactly needs to be addressed and how dramatically, though, is a matter of one’s perspective. The reviewer observes that in most cases, sustainable changes have been ongoing but incremental, not transformational. Some stakeholders might celebrate that fact. In other corners, this is not enough, and so frustrations abound.

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Example Plans

Published
January 5, 2024

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Example Plans

Published
November 13, 2023

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Example Plans

Published
June 30, 2023

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Planning for Higher Education Journal

Published
June 21, 2023

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Optimizing for Growth

Long-Term Planning Is Essential During an Institutional Merger, Acquisition, and/or Geographic Expansion

Thomas Jefferson University focused on culture, communications, and collaboration during a transformational period of combining institutions.

From Volume 51 Number 3 | April–June 2023

Abstract: Accurately planning long-term strategy can be a shaky task for quickly-growing organizations, especially those that desire to maintain a strong impression on their stakeholders and surrounding communities. History shows that mergers and acquisitions can negatively impact an organization’s culture, communication initiatives, and internal and external experiences. Thomas Jefferson University, a longstanding private medical research university in Philadelphia, educating scholars since 1824, in recent years merged with Philadelphia University and further expanded its footprint through the aligned Thomas Jefferson University Hospital. The authors of this article describe how to collaboratively optimize growth during a transformational period.

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Webinar Recordings

Published
May 24, 2023

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Destination 2030

The Need for Transformation Architects

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Example Plans

Published
May 17, 2023

Bridge Plan

Public Associate’s College (Arizona, United States)

From April 2020, the institution’s president led faculty and staff in a rigorous planning and exploration process to ensure that the college remained accessible and thriving through the pandemic and beyond. This bridge plan document details the action steps resulting from that process.

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