Learning Resources

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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Quickly Building a Bridge

Use an Institutional Effectiveness Planning Model to Drive Strategic Planning

By: Jason Nicholas, MS, Daniel Cullen, PhD, and Ellen Koski, MPH

Executive leadership changes at Northern Michigan University led the interim president, interim provost, and Board of Trustees to call for a bridge plan to clearly articulate strategic work happening throughout campus. This article describes how the university was able to develop an interim strategic plan with broad campus engagement in less than half a year.

From Volume 51 Number 3 | April–June 2023

Institutions Mentioned: Northern Michigan University
Planning Types: Strategic Planning, Institutional Effectiveness Planning
Tags: Alignment, Assessment / Analytics, Bridge Planning, Engaging Stakeholders, Institutional Effectiveness, Institutional Planning, Institutional Research, Metrics, Planning Processes, Presidential Leadership, Response Planning, Selecting Metrics, Student Engagement

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Example Plans

Published
May 17, 2023

Bridge Plan

Public Associate’s College (Arizona, United States)

From April 2020, the institution’s president led faculty and staff in a rigorous planning and exploration process to ensure that the college remained accessible and thriving through the pandemic and beyond. This bridge plan document details the action steps resulting from that process.

Planning Types: Continuity Planning
Resource Types: Bridge Plan
Tags: Bridge Planning, Community College, COVID-19, Goals, Hybrid Learning, Leadership Attitude Toward Planning, Online Learning, Operational Planning, Organizational Culture, Response Planning, Scenario Planning, Strategies and Tactics, Student Experience, Teaching and Learning

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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.”

Planning Types: Strategic Planning
Tags: Change Management, Engaging Stakeholders, Leadership, Organizational Change, Organizational Culture, Theory

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Managing Change from the Murky Middle

Offering Role Structure and Support Helps Middle Managers Effectively Lead Change

By: Nicole H. Gahagan, MEd

Middle managers are often blamed for change failure and portrayed as change resisters or saboteurs. However, what looks like obstructionist behavior could actually be the observable effects of role ambiguity.

From Volume 51 Number 2 | January–March 2023

Abstract: Middle managers are often blamed for change failure and portrayed as change resisters or saboteurs. However, what looks like obstructionist behavior could actually be the observable effects of role ambiguity. Absent clear expectations, middle managers might assume their own unsanctioned change leadership path or take on no role at all because they lack understanding about their responsibilities. This article explores the complexity of middle managers’ experience, examines how middle managers at a two-year college navigated the uncertainty of their role within the context of institutional change, and provides readers with suggestions for equipping middle managers to become effective change agents.

Institutions Mentioned: Waukesha County Technical College, Madison Area Technical College
Tags: Alignment, Analyzing Stakeholders, Change Management, Community College, Engaging Stakeholders, Human Resources, Implementation, Organizational Change, Organizational Culture, Student Services, Student Success

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From Surviving to Thriving

Creating a Culture of Strategy Execution

By: Jeff Fahrenwald, MPOWR Envision | Jann Freed, JannFreed.com

Join us to learn how you can create a culture of strategy execution to prioritize tactical daily work with your institution's overall strategy, leading to greater stakeholder investment in your shared vision.

Abstract: No matter where you are in your strategy journey, a culture of strategy execution will move your institution from surviving to thriving.

This session will provide tools to assess your current culture and find opportunities for immediate improvement. Whether you're looking to achieve past strategic objectives, plan a new strategy, or evaluate your current plan, a culture of execution will improve team focus and institutional performance and effectiveness.

Join us to learn how you can create a culture of strategy execution to prioritize tactical daily work with your institution's overall strategy, leading to greater stakeholder investment in your shared vision.

Planning Types: Strategic Planning
Tags: Change Management, Implementation, Leadership Attitude Toward Planning, Organizational Change, Organizational Culture

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Social Mobility and the Graduation Rate Paradox

Can You Advance One and Avoid the Other?

By: Roy Mathew, PhD, Elsa Bonilla-Martin, PhD, Luis A Aguirre, MS, and Naoko Tsuboi, MA

By using a metric-based planning framework, researchers at the University of Texas at El Paso identified areas for institutional intervention to enhance social mobility outcomes.

From Volume 51 Number 1 | October–December 2022

Abstract: Social mobility is an emerging area of focus for higher education institutions. In recent years, we have seen a proliferation of measures related to social mobility produced by publishers, scholars, think tanks, and foundations. However, it is still unclear which social mobility measures to advance, or when to intervene to improve social mobility outcomes. We rely on a century of literature from economics, sociology, and policy analysis to identify an appropriate framework to understand higher education’s contribution to social mobility. Using the metric-based planning framework, we identify areas for institutional intervention to enhance social mobility outcomes.

Institutions Mentioned: The University of Texas at El Paso
Planning Types: Institutional Effectiveness Planning, Strategic Enrollment Management Planning, Diversity, Equity, and Inclusion Planning
Tags: Attracting and Retaining Underrepresented Students, Diversity Equity and Inclusion (DEI), Enrollment Management, Student Demographics, Student Success, Underserved Students

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Institutions Can Say They Encourage Staff DEI Professional Development . . .

. . . But the Individual Chooses to Embrace It

By: Jeffery L. Wilson, PhD, and Fred Tugas, EdD

This study examined professional development strategies for higher education professionals in the context of the post-George Floyd-era.

From Volume 51 Number 1 | October–December 2022

Abstract: The death of George Floyd in 2020 and the Black Lives Matter (BLM) movement have renewed the focus on diversity, equity, and inclusion (DEI), particularly in higher education planning. As a result of this attention, higher education has reexamined its commitment to DEI. A student voice survey found that college students were underwhelmed by actions taken by their institutions to address DEI on campus (Inside Higher Education 2021). Institutional units across higher education require coordinated, integrated planning to meet student expectations. This article highlights the results of a study that examined professional development strategies for higher education professionals in the context of the post-George Floyd–era.

Planning Types: Diversity, Equity, and Inclusion Planning
Tags: Diversity Equity and Inclusion (DEI), Higher Ed Trends, Original Research, Professional Development, Racial Equity, Response Planning

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Planning Types

Challenges