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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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Example Plans

Published
November 13, 2023

Example Plan

Private Doctoral/Research University (Maryland, United States)

The research university’s 2023 strategic plan.

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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

By: Douglas Masterson, PhD, Christopher M. Davis, PhD, and Suzanne Carbonaro, MEd

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

By: Robert Gray Atkins, Gray Associates | Nicholas Santilli, Society for College and University Planning

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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Conference Recordings

Published
July 16, 2021

2021 Annual Conference | July 2021

Developing Programs and Facilities for Next Generation Industry Leaders

By: Tobias Newham, The Beck Group | Christa Slejko, Dallas County Community College District | Russell Vaughn, Texas AirSystems LLC

We'll illustrate how industry-academic partnerships led to the reimagining of vocational education in a new, didactic facility for construction sciences.
Abstract: With a shortage of skilled labor in the construction industry, the construction technology program at North Lake College aims to close that gap while creating an attractive, career-focused educational alternative to the traditional four-year college degree. We'll illustrate how industry-academic partnerships led to the reimagining of vocational education in a new, didactic facility for construction sciences. Come find out how your institution can inspire the next generation of industry leaders by elevating vocational education programs and facilities.

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Conference Recordings

Published
July 16, 2021

2021 Annual Conference | July 2021

Campus Tour | Drexel University

Founding Vision and Turning Points

By: Nancy Rogo Trainer, Drexel University

This campus tour will explore the campus by era, illustrating how various forces and prevailing attitudes towards city life have influenced the campus’s evolution.
Abstract: From its beginnings in 1891, Philadelphia’s Drexel University has been a distinctly and intentionally urban institution. This campus tour will explore the campus by era, illustrating how various forces and prevailing attitudes towards city life have influenced the campus’s evolution. We will begin our tour with the extraordinary Main Building and conclude by sharing recent partnerships—with developers, the School District of Philadelphia, and others—that are enlivening the campus and strengthening its connections to the city.

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Conference Recordings

Published
July 16, 2021

2021 Annual Conference | July 2021

The Process and Positive Outcomes of Indigenous Placemaking

By: Joanne Dallaire, Ryerson University | Matthew Hickey, Ryerson University

Ryerson University's experience with indigenous placemaking offers valuable, practical insights into a process that can help your institution to respect and advance indigenous cultures while balancing many other contextual factors.
Abstract: North American institutions have traditionally viewed their lands and histories through a western-oriented cultural lens. Awareness and inclusion of indigenous cultures can be useful in achieving desired outcomes for members of indigenous communities. Creating meaningful indigenous cultural recognition and inclusion on campus is as much about the process as it is the outcomes. Ryerson University's experience with indigenous placemaking offers valuable, practical insights into a process that can help your institution to respect and advance indigenous cultures while balancing many other contextual factors.

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Conference Recordings

Published
July 16, 2021

2021 Annual Conference | July 2021

2020 Foresight

Scenario Planning in the Age of Pandemic

By: Jan O'Brien, Thompson Rivers University | Dana Prymak, Thompson Rivers University

In this presentation, we'll demonstrate a step by step how-to for you to apply on your own campus with a vivid description of deliverables, tools, and 'gotchas.'
Abstract: The disruptive nature of a post-COVID world provides the perfect opportunity for institutions to use scenario planning as a tool to navigate through an uncertain future. Scenario planning is especially useful for communicating external and internal trends and bridging a discussion between the most recent visioning exercise and transition. In this presentation, we'll demonstrate a step by step how-to for you to apply on your own campus with a vivid description of deliverables, tools, and 'gotchas.'

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Conference Recordings

Published
July 16, 2021

2021 Annual Conference | July 2021

The Changing Academic Workspace

By: Deb Gil, Alliiance | Rochelle Maresh, Alliiance | Anna Pravinata, Alliiance | Amber Sausen, Alliiance

In this session, we'll share how to develop a workspace roadmap that uses the lenses of people, space, culture, policy, and technology.
Abstract: Current research shows that 81% of employees want to work in a hybrid model post-pandemic. This presents us with the opportunity to re-imagine how we view the campus workspace and achieve institutional goals. In this session, we'll share how to develop a workspace roadmap that uses the lenses of people, space, culture, policy, and technology. Join us to learn from our process of using data collection, analysis, and consensus building to inform and solve space shortages with increased workspace utilization across campus.

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