Learning Resources

Why Strategic Plans Aren’t Working in Uncertain Times

Because Strategic Planning Should Be a Dynamic, Robust Process

By: Daniel Seymour, PhD

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.

Institutions Mentioned: Methodist University, Fontbonne University, University of North Carolina at Greensboro, West Virginia University
Planning Types: Strategic Planning
Tags: Adaptable Plans, Alignment, Building (or Writing) the Plan, Change Management, Implementation, Institutional Planning, Leadership, Leadership Attitude Toward Planning, Mission / Vision / Identity, Organizational Change, Planning Processes, Preparing to Plan

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Conference Presentations

Published
March 22, 2024

Support Your Mission Through Data-informed Capital Investment

By: Michael Glaros, CannonDesign | Paul Mills, CannonDesign | Kerry Norberg, Montgomery College

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.

Planning Types: Campus Planning
Tags: Capital Funding, Data, Facilities Assessment, Facilities Funding, Space Assessment

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Conference Presentations

Published
March 5, 2024

Evaluating the Influence of Design on Social Impact Education

By: Anya Grant, Leo A Daly | Todd McGarvey, University of Maryland-Baltimore | Irena Savakova, Leo A Daly

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.

Planning Types: Campus Planning
Tags: Collaborative Learning, Facilities Assessment, Flexible Learning Spaces, Informal Learning Environments, Learning Environments, Student Experience

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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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The Fourth Industrial Revolution

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

By: Jacob Guter, MPA, RA, and Doug Kozma, BSLA, PLA

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.

Institutions Mentioned: Michigan Technological University
Planning Types: Campus Planning
Tags: Campus Master Planning, Community Engagement, Engaging Stakeholders, Facilities Assessment, Facilities Design, Facilities Planning, Innovation Center, Laboratory Facility, Landscape / Open Space, Placemaking, Public-Private Partnerships (P3), Science / Engineering Facility, Space Assessment, Student Housing

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It Takes a (Virtual) Village

Harper College Accomplished Integrated Campus Planning During a Time of Profound Change

By: Avis Proctor, EdD; Maria Coons, EdD; Krisan Osterby, MLA, ITGA; Stephen Siegle, MArch, AIA, LEED AP BD+C

This large community college successfully embraced virtual communication platforms and moved forward with a viable 10-year plan during a global health crisis, economic turbulence, and technological change.

From Volume 51 Number 2 | January–March 2023

Abstract: Integrated planning during profound change requires extra flexibility and attention to user engagement while utilizing new modes of interaction. This article summarizes a successful virtual and comprehensive planning process, including consensus-building, and approval at Harper College. It reviews results and lessons learned by this large community college as it embraced virtual communication platforms and moved forward with a viable 10-year plan during a global health crisis, economic turbulence, and technological change. The authors share the remote process used to set goals, assess resources, define needs, explore options, and guide decision-making with numerous stakeholders.

Institutions Mentioned: Harper College
Planning Types: Campus Planning
Tags: Academic Facility, Alignment, Campus Master Planning, Community College, COVID-19, Engaging Stakeholders, Facilities Assessment, Facilities Planning, Planning Processes, Student Center / Union, SWOT Analysis

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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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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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Webinar Recordings

Published
December 9, 2021

How Assessment Can Improve Your Campus’s Active Learning Spaces

By: David M. Zaiser, HDR | Shannon Dowling, Ayers Saint Gross | Alice Donlan, University of Maryland | Hilary Gossett, University of Maryland | Jeffrey Ashley, Jefferson (Philadelphia University + Thomas Jefferson University)

Come join us for an engaging and interactive session that will provide you with critical, campus-tested planning tools that you can use in your own classroom assessment to improve your campus learning environment.

Abstract: Higher education planners recognize the crucial role that active learning spaces play in improving student outcomes, but identifying the specific characteristics that make these environments most beneficial for student success is still an evolving process. Representatives from two institutions—one private, the other public—will share their experiences and highlight the planning tools they use to assess active learning spaces aimed at powering student gains. Come join us for an engaging and interactive session that will provide you with critical, campus-tested planning tools that you can use in your own classroom assessment to improve your campus learning environment. This webinar was brought to you by the SCUP Mid-Atlantic region.

Institutions Mentioned: Thomas Jefferson University, University of Maryland-College Park
Planning Types: Campus Planning
Tags: Active Learning Environments, Analyzing Stakeholders, Assessment / Analytics, Facilities Assessment, Facilities Planning, Learning Environments, Space Assessment

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Planning Types

Challenges