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Conference Presentations

Published
March 19, 2024

An Intersectional Approach to Campus Planning at Cal Poly Humboldt

In 2020, California State Polytechnic University (Cal Poly), Humboldt’s transformation to the system’s third polytechnic required a new intersectional approach to campus physical planning that addresses a spectrum of needs for ambitious growth, future ready resilience, and student persistence. Rapid disruptions affected academic access, achievement, and workforce readiness of Generation Z. The polytechnic implementation inspired a planning process that prioritizes people first to address social, environmental, health, and economic challenges. This session will share lessons learned from the Cal Poly Humboldt physical planning process and provide tactical tools for effective stakeholder engagement, data collection, and establishing metrics of gauging success.
Abstract: In 2020, California State Polytechnic University (Cal Poly), Humboldt’s transformation to the system’s third polytechnic required a new intersectional approach to campus physical planning that addresses a spectrum of needs for ambitious growth, future ready resilience, and student persistence. Rapid disruptions affected academic access, achievement, and workforce readiness of Generation Z. The polytechnic implementation inspired a planning process that prioritizes people first to address social, environmental, health, and economic challenges. This session will share lessons learned from the Cal Poly Humboldt physical planning process and provide tactical tools for effective stakeholder engagement, data collection, and establishing metrics of gauging success.

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$50

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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Example Plans

Published
June 30, 2023

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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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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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ebook

Published
July 21, 2022

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A Practical Guide to Strategic Planning in Higher Education

Second Edition, with New and Updated Content

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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