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Planning for Higher Education Journal

Published
June 20, 2024

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Why Strategic Plans Aren’t Working in Uncertain Times

Because Strategic Planning Should Be a Dynamic, Robust Process

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.

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Conference Presentations

Published
March 22, 2024

Support Your Mission Through Data-informed Capital Investment

By right-sizing course offerings, classrooms, and buildings, planners can drive incremental improvements that help to advance campus culture.
Abstract: By right-sizing course offerings, classrooms, and buildings, planners can drive incremental improvements that help to advance campus culture. We’ll demonstrate how to leverage data on course enrollment, classroom utilization, and learning trends to inform strategic investments in capital improvement, curriculum development, and recruitment. This session will uncover ways of making progress on campus by addressing issues related to enrollment changes and student activity while navigating lean capital funding conditions.

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Conference Presentations

Published
March 18, 2024

Exploring History of Place Through Inclusive Planning and Programming

The growth of the University of Calgary’s Veterinary Medicine program has been a catalyst for several initiatives on campus, including the development of a long range plan, creation of an inclusive program, and development of micro degrees.
Abstract: The growth of the University of Calgary’s Veterinary Medicine program has been a catalyst for several initiatives on campus, including the development of a long range plan, creation of an inclusive program, and development of micro degrees. The process of engagement, programming, and design at Vet Med was critical for understanding the urgent needs of the profession and students while being mindful and respectful of the history of place and the indigenous community. This session show how connecting the history of place at a campus master planning and programming level fosters opportunities, success, health, and wellbeing for each student.

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Conference Presentations

Published
March 5, 2024

Evaluating the Influence of Design on Social Impact Education

In order for institutions to support students’ desire for engagement and impact within their local, regional, and national communities, they must plan and design spaces that foster instruction, discourse, and invention. 2024
Abstract: In order for institutions to support students’ desire for engagement and impact within their local, regional, and national communities, they must plan and design spaces that foster instruction, discourse, and invention. This session will evaluate Thurgood Marshall Hall on its promise as an integrated scholar-practitioner community within the University of Maryland’s (UMD) Do Good Campus for social impact education. After a year of occupation, we’ll share how we conducted a qualitative assessment of the building with a wide cross-section of stakeholders and how the resulting lessons will impact the campus’s ‘Do Good’ mission and inform future planning and design.

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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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Tool

Published
September 20, 2023

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Integrated Planning Competencies

This toolkit details the competencies—knowledge, dispositions, and skills—an individual needs to perform integrated planning in higher education.
Abstract: Build Capacity for Integrated Planning

Whether you’re preparing a committee for an upcoming planning process or simply looking for directions for your own professional development, the Integrated Planning Competencies can help you determine the knowledge, skills, and dispositions your institution needs to advance integrated planning.

Integrated planning requires building capacity in the people who do planning so they have the necessary knowledge and skills for success. But higher education institutions that focus only on developing planning-related expertise often face hurdles when they attempt integrated planning. Why? Because colleges and universities are complex environments and using an integrated planning approach in those environments requires a wide range of knowledge, skills, and dispositions. Some of the required expertise might seem obvious (like writing goals or analyzing information). But some of it may be less so—particularly expertise related to “soft” skills or human skills, like communication or collaboration.

To provide more clear and specific guidance, SCUP identified competencies—knowledge, skills, and dispositions—that individuals need for successful integrated planning. We analyzed the experiences and viewpoints of around 300 planners and higher education administrators in order to surface the competencies—both obvious and inconspicuous—that underpin integrated planning success.

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Planning for Higher Education Journal

Published
May 23, 2023

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Quickly Building a Bridge

Use an Institutional Effectiveness Planning Model to Drive Strategic Planning

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

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Example Plans

Published
May 23, 2023

Bridge Plan

Public Master’s College or University (Michigan, United States)

In the face of executive leadership changes, this university was able to develop this interim strategic plan, or “bridge plan,” with broad campus engagement in less than half a year.

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Planning for Higher Education Journal

Published
April 19, 2023

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The Fourth Industrial Revolution

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

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.

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