Learning Resources

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.

Institutions Mentioned: University of Colorado Denver, Texas Tech University, Augusta University, Southeast Community College
Planning Types: Strategic Planning, Resource Planning, Institutional Effectiveness Planning
Tags: Alignment, Budget / Finance, Budget Planning, Communication, Data, Decision Making, Engaging Stakeholders, Institutional Effectiveness, Resource Allocation

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Example Plans

Published
August 8, 2023

Supporting Document

Public Doctoral/Research University (Colorado, United States)

Website for a resource alignment initiative aligned with the institution’s strategic plan.

Planning Types: Resource Planning
Resource Types: Supporting Document
Tags: Alignment, Budget / Finance, Budget Planning, Resource Allocation

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What Is Your Crisis ‘What If’?

Create a Sustainable Approach to Emergency Response Planning

By: Jessica A. Luedtke, PhD, and Mary M. Reinke, MBA, MS

The Medical College of Wisconsin planned strategically, engaged executive leadership, and operationalized an Administrative Response Team to navigate critical incidents impacting the university.

From Volume 51 Number 3 | April–June 2023

Institutions Mentioned: Medical College of Wisconsin
Planning Types: Continuity Planning
Tags: Building (or Writing) the Plan, Communication, Crisis and Disaster Management, External Collaboration / Partnerships, Leadership, Medical / Allied Health Education, Modifying the Plan, Recovery Planning, Response Planning, Risk Management, Scenario Planning, Security

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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.

Planning Types: Strategic Enrollment Management Planning
Tags: Change Management, COVID-19, Demographics, Disruptive Change, Recovery Planning, Resiliency, Shrinking Pool of Potential Students, Student Demographics, Student Recruitment, Student Retention, Trends External to Higher Ed

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Seven Lessons in Inclusive Campus Design

Learn How the University of Kentucky Developed Its First DEI Facilities and Spaces Plan

By: Mary Anne Ocampo, MArch, MAUD | Mary S. Vosevich, MBA | Katrice Albert, PhD

Institutions are starting to grapple with histories of developing indigenous lands and the legacy of an able-bodied vernacular within campus design that continues to reinforce in-groups and out-groups.

From Volume 50 Number 3 | April–June 2022

Abstract: A global health crisis intersecting with a racial reckoning has led to a renewed commitment to reflect on complex histories and plan for more inclusive futures on many American campuses. Institutions, which benefitted from traditional hierarchies of power, are starting to grapple with histories of developing indigenous lands and the legacy of a western and able-bodied vernacular within campus design that continues to reinforce in-groups and out-groups. The authors are presently leading first-of-their-kind DEI planning initiatives; in this article they unpack how a public institution is meeting their past head-on to plan better futures.

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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.

Planning Types: Strategic Planning
Tags: Attracting and Retaining Underrepresented Students, Diversity Equity and Inclusion (DEI), Enrollment Management, Goals, Racial Equity, Strategies and Tactics, Student Recruitment

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Partnerships Promote Inclusion

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

By: Vibhavari Jani, MA, and Tim Murrell, EdD

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.

Institutions Mentioned: Kansas State University
Planning Types: Academic Planning, Diversity, Equity, and Inclusion Planning
Tags: Active Learning, Attracting and Retaining Underrepresented Students, Collaborative Design, Design Thinking, Diversity Equity and Inclusion (DEI), Experiential Learning, External Collaboration / Partnerships, Fine and Performing Arts Education, K–12, Student Success, Teaching and Learning, Workforce Development

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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.

Planning Types: Diversity, Equity, and Inclusion Planning, Resource Planning
Tags: Budget / Finance, Diversity Equity and Inclusion (DEI), Higher Ed Trends, Original Research, Racial Equity, Resource Allocation, Trends External to Higher Ed

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Conference Recordings

Published
July 16, 2021

2021 Annual Conference | July 2021

2020 Foresight

Scenario Planning in the Age of Pandemic

By: Jan O'Brien, Thompson Rivers University | Dana Prymak, Thompson Rivers University

In this presentation, we'll demonstrate a step by step how-to for you to apply on your own campus with a vivid description of deliverables, tools, and 'gotchas.'

Abstract: The disruptive nature of a post-COVID world provides the perfect opportunity for institutions to use scenario planning as a tool to navigate through an uncertain future. Scenario planning is especially useful for communicating external and internal trends and bridging a discussion between the most recent visioning exercise and transition. In this presentation, we'll demonstrate a step by step how-to for you to apply on your own campus with a vivid description of deliverables, tools, and 'gotchas.'

Institutions Mentioned: Thompson Rivers University
Planning Types: Strategic Planning
Tags: COVID-19, Planning Processes, Recovery Planning, Scenario Planning, SCUP 2021 Annual Conference

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Planning Types

Challenges