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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
March 10, 2023

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Book Review: Implementing Sustainable Change in Higher Education

Principles and Practices of Collaborative Leadership

By: Marianna Kepka, MS

From Volume 51 Number 2 | January–March 2023

Abstract: Implementing Sustainable Change in Higher Education: Principles and Practices of Collaborative Leadership
by Brent D. Ruben
Stylus Publishing: Sterling, Virginia: 2022
229 pages
ISBN: 978-1642674415

How should higher education leaders take on the challenges of change? In Brent Ruben’s Implementing Sustainable Change in Higher Education: Principles and Practices of Collaborative Leadership, the author says there’s no simple approach. Instead, he encourages leaders to “understand and leverage the dynamics of change; lead collaboratively and meaningfully; engage one’s colleagues; and adopt and pursue a shared vision of organizational purpose and aspirations.”

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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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Blog Post

Published
March 17, 2022

Who Are Our Planners—and What Do They Read?

By: Roy Mathew, PhD

October 2021 marked Planning for Higher Education’s 50th issue! To celebrate, we’re looking back at earlier articles in Planning to reflect on how things change (and, sometimes, how they don’t). Planning is an essential resource for all higher education administrators, planning analysts, and theorists from many disciplines. In this post, the author describes each group of planners and identifies the types of information each group can glean from the journal articles.

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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 12, 2021

2021 Annual Conference | July 2021

You Can’t Cut Your Way to Financial Stability

By: Valarie Avalone, Monroe Community College | Timothy Stokes, South Puget Sound Community College

This session focuses on the unique financial challenges facing community colleges due to the pandemic.
Abstract: This session focuses on the unique financial challenges facing community colleges due to the pandemic. In addition to a brief overview of the range of financial challenges being experienced by the sector, two campus-based leaders will describe the reality at their respective institutions. The session will highlight the role integrated planning, aligned with resource management, plays in establishing financial stability that can support enhanced institutional effectiveness.

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Example Plans

Published
March 5, 2021

Strategic Plan

Private Master’s College or University (Alabama, United States)

The university’s strategic plan details five broad goals with supporting strategies and measures for success. Focus centers on student success and leveraging technology for the 21st-century learning experience.

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