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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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Blog Post

Published
August 9, 2023

6 Integrated Planning Strategies and Tips We Learned at SCUP 2023

By: SCUP

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
February 14, 2023

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Book Review: The Agile College

How Institutions Successfully Navigate Demographic Changes

By: Bryan C. Harvey, EdD

From Volume 51 Number 2 | January–March 2023

Abstract: The Agile College: How Institutions Successfully Navigate Demographic Changes
by Nathan D. Grawe
Johns Hopkins University Press: Baltimore: 2021
298 pages
ISBN: 978-1421440231

Does hope motivate action or complacency? Does crisis induce change or despair? Nathan D. Grawe readily acknowledges this tension in The Agile College, his follow-up book to his 2018 Demographics and the Demand for Higher Education. The latter propelled the inescapable discussion throughout higher education of the looming “demographic cliff.” The Agile College suggests how agile institutions might prevent demography from becoming destiny.

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Conference Recordings

Published
July 26, 2022

2022 Annual Conference | July 2022

Weaving Planning and Accreditation Together for Action

By: Jamienne S. Studley, WASC Senior College and University Commission (WSCUC) | Lynn Akey (Moderator), Minnesota State University-Mankato

Join us for an intimate discussion with Jamienne Studley, president of WASC Senior College and University Commission (WSCUC), former college president, and deputy undersecretary of the U.S. Department of Education (2013–2016).
Abstract: Institutions will need to restructure at an unprecedented pace to achieve results vital for student success and institutional sustainability. Join us for an intimate discussion with Jamienne Studley, president of WASC Senior College and University Commission (WSCUC), former college president, and deputy undersecretary of the U.S. Department of Education (2013–2016). Synergy between strategic integrated planning and accreditation review can drive meaningful and efficient analysis in our institutions and become a catalyst for quality, continuous improvement for change, and pursuit of the results we want.

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Example Plans

Published
February 2, 2022

Example Plan

Private Baccalaureate College (Wisconsin, United States)

This short-duration strategic framework describes goals and very specific action steps to guide the institution through the current, globally tumultuous era.

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Report

Published
November 5, 2021

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Association Between Accreditation & Integrated Planning

By: Sue Gerber, PhD, New Jersey City University

This is a SCUP Fellow Research Project Final Report for the 2019–2020 program. What is the relationship between accreditation and integrated planning? This research delves into this question, examining the perspectives from both the accreditor side (in particular, Middle States Commission on Higher Education) and the institutional side.
Abstract: What is the relationship between accreditation and integrated planning? This research delves into this question, examining the perspectives from both the accreditor side (in particular, Middle States Commission on Higher Education) and the institutional side. It goes beyond what’s written about planning in the MSCHE Standards, using interviews with Commission vice presidents and institutional accreditation officers, along with analyses of institutional self-study documents, to compare the intent of the Commission with the lived experience of institutions. Learn about the discrepancies between planning ideals and reality . . . and potential ways those discrepancies can be resolved.

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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

By: Jeffery L. Wilson, PhD, Gerron Scott, MEd, and Reginald L. Stroble, EdD

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 15, 2021

2021 Annual Conference | July 2021

Pivot! Planning During a Pandemic and Staying on Course

By: Paula Kinney, Saint Paul College-A Community and Technical College | Nichole Sorenson, Saint Paul College-A Community and Technical College

In this session, we'll share best practices and lessons learned in virtually adapting the cycle of planning and budgeting processes to an uncertain, volatile, and virtual environment.
Abstract: The pandemic hit during a crucial part of Saint Paul College's annual planning process, forcing processes, events, training, and decision-making to move to a totally virtual environment. In addition to pivoting operations, Saint Paul College also faced uncertain financial conditions. In this session, we'll share best practices and lessons learned in virtually adapting the cycle of planning and budgeting processes to an uncertain, volatile, and virtual environment.

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Conference Recordings

Published
July 15, 2021

2021 Annual Conference | July 2021

Don’t Get Me Started

Launching Integrated Planning Through Crises and Change

By: Brian Berry, University of Arkansas at Little Rock | Erin Finzer, University of Arkansas at Little Rock

This session will address the university's setbacks, challenges, opportunities, and solutions in launching a shoestring integrated planning process amidst multiple crises.
Abstract: In the midst of post-COVID enrollment and financial troubles the University of Arkansas at Little Rock learned to leverage planning and accreditation to build community and resilience. This session will address the university's setbacks, challenges, opportunities, and solutions in launching a shoestring integrated planning process amidst multiple crises: retrenchment, restructuring, leadership changes, an accreditation visit, COVID, and new enterprise resource planning (ERP) software. Find out how your institution can apply out concrete, low-cost, real-life strategies for initial integrated planning initiatives as well as respond to common setbacks and pitfalls in a VUCA context.

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