Learning Resources

Why Strategic Plans Aren’t Working in Uncertain Times

Because Strategic Planning Should Be a Dynamic, Robust Process

By: Daniel Seymour, PhD

The author’s approach to his research-based Strategic Planning in Uncertain Times Fieldbook began with a sampling review of 50 strategic plans. What emerged was the development of an organizational learning cycle used as a template to assess the effectiveness of strategic plans on more than 250 college and university websites.

From Volume 52 Number 3 | April–June 2024

Abstract: A strategic plan is supposed to “bring the future into the present so that you can do something about it now.” Almost every college or university has such a plan because accreditors and governing boards require one. The question is: Why do so many higher education institutions seem to be unprepared when they take drastic actions (e.g., eliminating programs, cutting faculty and staff members, etc.) in uncertain times? The author studied more than 250 colleges and universities and suggests the answer in this article.

Institutions Mentioned: Methodist University, Fontbonne University, University of North Carolina at Greensboro, West Virginia University
Planning Types: Strategic Planning
Tags: Adaptable Plans, Alignment, Building (or Writing) the Plan, Change Management, Implementation, Institutional Planning, Leadership, Leadership Attitude Toward Planning, Mission / Vision / Identity, Organizational Change, Planning Processes, Preparing to Plan

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What Constitutes Tribal College and University Sustainability?

Research Develops a Framework to Begin the Conversation

By: David Sanders, PhD

Historical successes and challenges join missions, visions, and strategic plans for a glimpse of what TCU institutions are emphasizing, today and in the future.

From Volume 52 Number 2 | January – March 2024

Abstract: This article uses available Tribal College and University (TCU) missions, visions, and strategic plans as well as dissertations focused on TCU research to develop a framework to begin the conversation about what constitutes sustainability for the institutions. The dissertations offer an opportunity to look at historical successes and challenges, while TCU missions, visions, and strategic plans provide a glimpse of what the institutions are emphasizing currently and in the future. Both present elements to consider as part of a larger TCU sustainability framework.

Institutions Mentioned: Institute of American Indian Arts, Diné College, Oglala Lakota College, Sinte Gleska University, Chief Dull Knife College
Planning Types: Strategic Planning
Tags: Alignment, Community College, Community Engagement, Funding, Higher Ed in Society, Mission / Vision / Identity, Original Research, Resiliency, Tribal College or University

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Diving Into Data

Space Utilization Analysis Can Address Course Scheduling Challenges, Classroom Consolidation Issues, and Deferred Maintenance Priorities

By: Minta Ferguson, BArch, AIA, and Tom Savory, MArch, FAIA

Using data analytics and reviewing facility conditions helped Newberry College enhance space utilization and create a dynamic, adaptable campus.

From Volume 52 Number 2 | January–March 2024

Abstract: A proactive approach to master planning, rooted in empirical evidence and stakeholder input, can be emulated on campuses nationwide. The article’s authors show how a space analysis, if implemented correctly, can provide an institution’s decision-makers with the valuable data needed to create a dynamic and adaptable campus environment.

Institutions Mentioned: Newberry College
Planning Types: Campus Planning
Tags: Academic Facility, Campus Master Planning, Engaging Stakeholders, Facilities Planning, Landscape / Open Space, Space Assessment, Space Management

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Conference Presentations

Published
March 19, 2024

The Reactivated Campus: Do More With Less

By: Nate Goore, MKThink | Cristina Greavu, MKThink | David Moehring, University of Washington-Bothell Campus | S. Gowri Shankar, University of Washington-Bothell Campus | Amy Van Dyke, University of Washington-Bothell Campus

Post-covid, many campuses are still struggling with balancing in-person, remote, and hybrid student experiences.

Abstract: Post-covid, many campuses are still struggling with balancing in-person, remote, and hybrid student experiences. Working within tight funding constraints, University of Washington (UW) Bothell developed a strategy to revitalize the campus core, double down on in-person experiences, and repurpose underutilized spaces for future flexibility. Come learn about new broadly applicable methods and solutions for revitalizing campuses in our current and future condition of blended in-person, remote, and hybrid educational models.

Planning Types: Campus Planning
Tags: Adaptive Reuse, Flexible Learning Spaces, Hybrid Learning, Space Management

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Conference Presentations

Published
March 19, 2024

Designing Beyond the Binary to Foster Belonging

By: Melissa Falkenstien, University of California-Irvine | Elizabeth MacPherson Hearn, Mithun | K Kaczmarek, Mithun | Jennifer Nelson Martinez, University of California-Irvine

Today’s students are coming to school with diverse gender identities.

Abstract: Today’s students are coming to school with diverse gender identities. Designing facilities with gender equity in mind helps to support marginalized communities and future proof the campus. This session will present case studies and inclusive best practices for ‘designing beyond the binary’ to foster belonging in campus housing, restrooms, and gathering spaces. You’ll discover strategies to foster belonging and wellbeing for a spectrum of gender identities through programming and operations as well as learn about design tools and tips to create belonging in spatial environments.

Planning Types: Campus Planning, Diversity, Equity, and Inclusion Planning
Tags: Diversity Equity and Inclusion (DEI), Facilities Design, Informal Learning Environments, LGBTQIA, Student Demographics, Student Housing

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2023 Campus Facilities Inventory (CFI) Report

The 2023 Campus Facilities Inventory (CFI) report’s valuable facilities benchmarking data will help college and university leaders understand not only what they have now and how it compares, but also how things might change in the future.

Abstract: As leaders of colleges and universities continue to analyze changes today and plan their campuses for the future, the knowledge and insight from the SCUP community is critical. The 2023 Campus Facilities Inventory (CFI) report’s valuable facilities benchmarking data will help college and university leaders understand not only what they have now and how it compares, but also how things might change in the future.

The CFI report consists of two sections that provide a holistic picture of today while enabling institutions to crowdsource a vision for the future: current space use data and recent and planned changes to campus facilities.

Data are reported only in aggregate, protecting the privacy of each institution. Reporting focuses on findings and comparison tables by institution type (e.g., four-year public, four-year private, and two-year public), location (e.g., urban, suburban, rural), and size (i.e., in-person student headcount).

Planning Types: Campus Planning
Tags: Facilities Planning, Original Research, Space Assessment, Space Management

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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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Example Plans

Published
August 8, 2023

Strategic Plan, Strategic Planning Website

Public Doctoral/Research University (Colorado, United States)

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Destination 2030

The Need for Transformation Architects

By: Edward Inch, PhD, Minnesota State University – Mankato | Lynn Akey, PhD, Minnesota State University – Mankato | Linda Baer, PhD, Strategic Initiatives and Minnesota State University – Mankato

Institutions Mentioned: Minnesota State University-Mankato
Planning Types: Academic Planning, Strategic Planning, Resource Planning
Tags: Adaptable Plans, Alignment, Assessment / Analytics, Data, Disruptive Change, Enrollment Management, Environmental Scanning, Higher Ed Trends, Organizational Change, Planning Processes, Presidential Leadership, Student Demographics, Student Success

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The Fourth Industrial Revolution

Align Strategic, Physical, and Capital Planning for the Next Generation of Students

By: Jacob Guter, MPA, RA, and Doug Kozma, BSLA, PLA

Michigan Technological University used active stakeholder engagement, frequent reviews, and vigorous discussion to develop its aspirational master plan.

From Volume 51 Number 3 | April–June 2023

Abstract: Profound technological changes are occurring today, and universities need to prepare our students to work and live in this new world. Michigan Technological University (Michigan Tech) is addressing the future of technology in society, academia, and the campus through our Tech Forward Strategic Plan, a bold enrollment and retention initiative, an aggressive capital campaign, and a dynamic hiring initiative. Our aspirational campus master plan, developed in partnership with SmithGroup, an integrated design firm, integrates and supports these initiatives and goals. Active stakeholder engagement, frequent reviews, and vigorous discussion allowed us to craft a campus master plan aligning strategic, physical, and capital planning that supports and drives the university’s 2035 Vision.

Institutions Mentioned: Michigan Technological University
Planning Types: Campus Planning
Tags: Campus Master Planning, Community Engagement, Engaging Stakeholders, Facilities Assessment, Facilities Design, Facilities Planning, Innovation Center, Laboratory Facility, Landscape / Open Space, Placemaking, Public-Private Partnerships (P3), Science / Engineering Facility, Space Assessment, Student Housing

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Challenges