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Conference Presentations

Published
March 5, 2024

Launching the Duquesne College of Osteopathic Medicine From the Ground Up

Establishing a new college within a university requires coordination with the accrediting body, other university disciplines, the city, donors, and neighboring landowners. We’ll outline and discuss how we navigated the process, challenges, and opportunities related to Duquesne University’s new College of Osteopathic Medicine, including the collaboration with the City of Pittsburgh’s Forbes Avenue Improvement Initiative.
Abstract: Establishing a new college within a university requires coordination with the accrediting body, other university disciplines, the city, donors, and neighboring landowners. We’ll outline and discuss how we navigated the process, challenges, and opportunities related to Duquesne University’s new College of Osteopathic Medicine, including the collaboration with the City of Pittsburgh’s Forbes Avenue Improvement Initiative. Through practical, implementable approaches to growth-focused programming in a new urban facility, this session will offer lessons learned, priorities, and planning tools for flexibility and improvement.

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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

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
November 13, 2023

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Planning for Higher Education Journal

Published
March 24, 2023

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Transforming Data into Meaningful Information

Put Methodologies in Action with Data-Driven Integrated Planning

Leaders in two different accreditation regions share best practices and lessons learned from their integrated planning evolution and its impact on operational efficiency and student learning.

From Volume 51 Number 2 | January–March 2023

Abstract: Institutional success depends on long-term sustainability, connecting investments with outcomes, and creating a culture that is data-informed. As the role of institutional effectiveness expands across higher education, designing a comprehensive integrated planning process is critical. Integrated planning requires a unified approach to utilizing academic and administrative data for continuous improvement. However, this can be an overwhelming process for institutions, with many unsure of where to start. Learn from leaders in two different accreditation regions as they share best practices and lessons learned associated with their integrated planning evolution and its impact on operational efficiency and student learning.

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Webinar Recordings

Published
December 7, 2022

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The Provost Bookshelf: Start, Stop, or Grow?

A Data-informed Approach To Academic Program Evaluation And Management

Author, and founder of Gray Associates, Robert Gray Atkins joins us for a conversation about his book Start, Stop, or Grow?: A Data-informed Approach To Academic Program Evaluation And Management.
Abstract: Author, and founder of Gray Associates, Robert Gray Atkins joins us for a conversation about his book Start, Stop, or Grow?: A Data-informed Approach To Academic Program Evaluation And Management. Along with moderator Nick Santilli, Senior Director for Learning Strategy at SCUP, we will explore a mission-driven, data-informed program review process outlining how provosts can lead a robust academic planning process focused on determining which programs to start, stop, or grow.

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Planning for Higher Education Journal

Published
July 1, 2022

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Book Review: The State Must Provide

Why America’s Colleges Have Always Been Unequal—and How to Set Them Right

From Volume 50 Number 3 | April–June 2022

Abstract: The State Must Provide: Why America’s Colleges Have Always Been Unequal—and How to Set Them Right
by Adam Harris
Ecco, an imprint of Harper Collins Publishers: New York: 2021
259 Pages
ISBN: 978-0-06-297648-2

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Example Plans

Published
May 31, 2022

Academic Plan

Multiple Locations

This academic plan document enumerates the institution’s academic goals and strategies, with special focus on generating or enhancing interdisciplinary connections between the primary academic themes.

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Example Plans

Published
May 31, 2022

Sustainability Plan

Public (British Columbia, Canada)

Abstract: “In 2013 TRU established ‘increasing sustainability’ as one of its five strategic priorities for 2014-2019. This Strategic Sustainability Plan (SSP) is aligned with the university’s strategic plan, and provides a focus for TRU’s efforts toward sustainability over the same period. The SSP is comprehensive in nature, and includes more than 130 recommended strategies across four key focus areas: Operations & Planning, Advocacy & Engagement, Learning, and Administration. The SSP is intended to provide a framework for each TRU department and operational unit to incorporate sustainability initiatives into their own planning processes (the structure of the plan is illustrated on the opposing page). . . . Unlike some strategic documents, the plan takes a comprehensive approach of documenting strategies over the next 5 years. These strategies are not all the responsibility of one department or office, but rather are shared among many. This comprehensive approach will allow each office or department to see where and how it can play a role in TRU’s sustainability journey.”

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Example Plans

Published
May 31, 2022

Strategic Plan

Public (British Columbia, Canada)

A high-level document enumerating the institution’s five strategic goals and strategies for achieving each goal.
Abstract: A high-level document enumerating the institution’s five strategic goals and strategies for achieving each goal. The goals are framed as increasing and enhancing each of the following qualities:
  1. Student Success
  2. Intercultural Understanding
  3. Research Capacity
  4. Entrepreneurial Capacity
  5. Sustainability

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Planning for Higher Education Journal

Published
April 6, 2022

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Teetering on the Demographic Cliff, Part 3

Different Conditions Require a Different Kind of Planning

Higher education has faced major changes for some time—COVID-19 accelerated that volatility—and now we’re anticipating the demographic downslope in student enrollment. How and when should institutions mobilize for the difficult work of planning in the face of wrenching change?

From Volume 50 Number 2 | January–March 2022

Abstract: Part 1 of this series described a major contraction in the pool of college-going 18-year-olds that will reverse decades of growth and stability for higher education. Part 2 explored how we can shape a planning context that supports success in the coming 10 or 20 years. Part 3 suggests how our approach to planning must shift to prepare for abrupt change.

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